SIERRA INSTITUTE FOR COMMUNITY & ENVIRONMENT (EIN 911818166) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Phone

5302841022

Tax Period

2023-01-01 to 2023-12-31

SIERRA INSTITUTE FOR COMMUNITY & ENVIRONMENT, founded in 1999, is a community nonprofit in the Science & Technology sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $7.8M exceeded revenue, resulting in a 31% operating deficit.

Mission

Supporting Healthy Forests and WatershedsAs the sustainability of natural ecosystems and rural communities are inextricably linked, we strive to develop innovative projects that tackle the challenges of ecological restoration that benefit rural communities.2: Building Vibrant CommunitiesSierra Institute works at the local, regional, and national level to build capacity of rural communities through a variety of programs that aim to monitor and address socioeconomic well-being.3: Developing Young Stewards/Pathways to the professionWe take a three-pronged approach to developing a stewardship ethic among rural and urban youth alike. This strategy involves place-based recreation, environmental education, and career development across natural and working landscapes.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,193,811

Program Service Revenue $40,625

Investment Income $-1,296,803

Other Revenue $0

TOTAL REVENUE $5,937,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,363,213

Fundraising Expenses $0

Program Expenses $7,311,879

Other Expenses $5,440,904

TOTAL EXPENSES $7,804,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,937,633	$7,699,617	-0.2%
Expenses	$7,804,117	$5,151,747	+0.5%
Net Income	$-1,866,484	$2,547,870	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$158,461

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN KUSEL	Executive Direc	60.00	Officer	$158,461	$0	$158,461
Mary Davidge	Vice President	0.00	Director	$0	$0	$0
Jeff Glover	Director	0.00	Director	$0	$0	$0
Beth Rose Middleton	Secretary	0.00	Director	$0	$0	$0
Shelby Leung	Director	0.00	Director	$0	$0	$0
Sherri Elliott	Treasurer	0.00	Director	$0	$0	$0
MAC CLOYES	Director	0.00	Director	$0	$0	$0
Robert Doty	President	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,937,633	$7,804,117	$5,179,954	$-1,866,484
2022	$7,699,617	$5,151,747	$6,865,797	$2,547,870
2021	$3,987,418	$2,965,597	$4,935,635	$1,021,821
2020	$2,704,698	$2,216,229	$3,933,471	$488,469
2019	$2,568,005	$2,129,772	$2,957,058	$438,233
2018	$2,111,129	$1,869,807	$2,559,003	$241,322

SIERRA INSTITUTE FOR COMMUNITY & ENVIRONMENT