SIERRA ROSE HOUSING CORPORATION

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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

2000

Legal Domicile

Principal Officer

SUSAN BERGLUND

Phone

7148341111

Tax Period

2024-09-01 to 2025-08-31

SIERRA ROSE HOUSING CORPORATION, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $226K in total revenue in fiscal year 2024. Revenue surged 23529% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 66% operating margin.

Mission

TO PROVIDE ASSISTED HOUSING TO PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $49,029 Revenue: $42,805

OPERATION OF HOUSING FACILITIES TO MEET THE NEEDS OF PEOPLE WITH DISABILITIES UNDER SECTION 202 OF THE NATIONAL HOUSING ACT OF 1990, AS AMENDED.

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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 $182,291

Program Service Revenue $42,805

Investment Income $561

Other Revenue $0

TOTAL REVENUE $225,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,029

Other Expenses $75,831

TOTAL EXPENSES $75,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,657	$955	+235.3%
Expenses	$75,831	$118,255	-0.4%
Net Income	$149,826	$-117,300	-2.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNELL DAVIS	CHAIR	1.00	Officer Director	$0	$0	$0
CLAUDIA VILLAMIZAR	SECRETARY	1.00	Officer Director	$0	$0	$0
BECKY PORTER	TREASURER	1.00	Officer 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
2025	$225,657	$75,831	$644,762	$149,826
2024	$955	$118,255	$605,307	$-117,300
2023	$34,357	$86,575	$598,585	$-52,218
2022	$78,120	$82,256	$624,625	$-4,136
2021	$75,838	$138,400	$626,914	$-62,562
2020	$66,357	$94,117	$673,833	$-27,760
2019	$83,856	$85,357	$690,175	$-1,501
2018	$62,098	$81,555	$694,023	$-19,457