Sonora Area Foundation

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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

1989

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Sonora Area Foundation, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 27% operating margin.

Mission

Strengthens its community through assisting donors, making grants, and providing leadership.

Program Service Accomplishments

Program 1

Expenses: $2,646,577 Revenue: $228,040

Grants to tax exempt organizations for charitable purposes which will enhance the community and the quality of life for its residents.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,644,937

Program Service Revenue $228,040

Investment Income $1,114,934

Other Revenue $0

TOTAL REVENUE $3,987,911

Expense Breakdown

Grants Paid $2,327,906

Salaries & Benefits $334,577

Fundraising Expenses $158,650

Program Expenses $2,646,577

Other Expenses $232,368

TOTAL EXPENSES $2,894,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,987,911	$2,655,943	+0.5%
Expenses	$2,894,851	$1,944,547	+0.5%
Net Income	$1,093,060	$711,396	+0.5%

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

N/A

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

$201,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darrell Slocum	CEO	40.00	Officer	$175,000	$26,028	$201,028
Vicki Albrecht	President	2.00	Officer Director	$0	$0	$0
Dana Mayo	Vice President	1.00	Officer Director	$0	$0	$0
Mark Kraft	Board Member	1.00	Director	$0	$0	$0
Derek Maxson	Board Member	2.00	Director	$0	$0	$0
Clark Segerstrom	Board Member	1.00	Director	$0	$0	$0
Marianne Wright	Treasurer	1.00	Officer Director	$0	$0	$0
David Marquez	Secretary	1.00	Officer Director	$0	$0	$0
Edward Clinite	Board Member	1.00	Director	$0	$0	$0
Jeff Sargo	Board Member	1.00	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	$3,987,911	$2,894,851	$21,837,865	$1,093,060
2023	$2,655,943	$1,944,547	$19,533,337	$711,396
2022	$3,834,313	$2,063,988	$17,091,050	$1,770,325
2021	$3,939,364	$2,499,254	$18,817,138	$1,440,110
2020	$2,718,541	$1,910,086	$16,753,444	$808,455
2019	$2,537,019	$1,861,326	$14,485,085	$675,693
2018	$2,915,494	$1,696,623	$14,004,858	$1,218,871