SIERRA VIEW HOMES (EIN 946088811) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

ROBERTA LINSCHEID

Phone

5596389226

Tax Period

2024-01-01 to 2024-12-31

SIERRA VIEW HOMES, founded in 1960, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2024. Expenses of $9.0M left a modest 4% surplus.

Mission

TO PROVIDE CARE FOR THE AGED AT THREE LEVELS OF SERVICE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $193,287

Program Service Revenue $8,079,034

Investment Income $227,004

Other Revenue $869,297

TOTAL REVENUE $9,368,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,067,751

Fundraising Expenses $0

Program Expenses $8,285,253

Other Expenses $3,947,475

TOTAL EXPENSES $9,015,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,368,622	$9,008,911	+0.0%
Expenses	$9,015,226	$10,379,088	-0.1%
Net Income	$353,396	$-1,370,177	-1.3%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

168

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

$132,247

Total Directors

$132,247

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERTA LINSCHEID	EXECUTIVE DIRECTOR	30.00	Officer Director	$127,501	$4,746	$132,247
LANCE ZIMMERMAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANDREW EWY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STELLA BOHN	SECRETARY	1.00	Officer Director	$0	$0	$0
LOUISE AUERNHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
WILFRED DERKSEN	DIRECTOR	1.00	Director	$0	$0	$0
DON LINSCHEID	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA MILTON	DIRECTOR	1.00	Director	$0	$0	$0
GORDON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE UNRUH	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA ALATORRE	NURSING DIRECTOR	40.00	Highest	$174,121	$20,227	$194,348

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	$9,368,622	$9,015,226	$18,708,148	$353,396
2023	$9,008,911	$10,379,088	$18,398,462	$-1,370,177
2022	$9,996,950	$9,053,114	$19,551,470	$943,836
2021	$9,336,568	$9,459,861	$19,121,323	$-123,293
2020	$9,889,223	$9,405,393	$19,698,778	$483,830
2019	$9,022,453	$8,565,320	$19,740,822	$457,133
2018	$8,768,027	$8,277,402	$19,206,981	$490,625

SIERRA VIEW HOMES