Civic Intelligence

The Sierra Foundation

990EZ • Fiscal year 2019 • EIN 20-8648304

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

Organization ProfileN/A
7650 N Palm AveFresno, CA 93711

(259) 432-0300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.83x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-226%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-72%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$134,128

Down $29,892 (-18%) from 2018

Net Assets

Down

$119,902

Down $17,647 (-13%) from 2018

Liabilities

Down

$14,226

Down $12,245 (-46%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Down

$7,792

Down $20,433 (-72%) from 2018

Expenses

Up

$25,439

Up $3,163 (+14%) from 2018

Net Income

Down

-$17,647

Down $23,596 (-397%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $51,790Liabilities 2011: $02011Assets 2012: $83,516Liabilities 2012: $11,0502012Assets 2013: $114,207Liabilities 2013: $27,6622013Assets 2014: $142,287Liabilities 2014: $45,0702014Assets 2015: $162,712Liabilities 2015: $56,6912015Assets 2016: $181,324Liabilities 2016: $56,950Net Assets 2016: $124,3742016Assets 2017: $178,487Liabilities 2017: $46,887Net Assets 2017: $131,6002017Assets 2018: $164,020Liabilities 2018: $26,471Net Assets 2018: $137,5492018Assets 2019: $134,128Liabilities 2019: $14,226Net Assets 2019: $119,9022019Assets 2020: $156,342Liabilities 2020: $20,602Net Assets 2020: $135,7402020Assets 2021: $142,914Liabilities 2021: $20,602Net Assets 2021: $122,3122021Assets 2022: $214,132Liabilities 2022: $31,626Net Assets 2022: $182,5062022Assets 2023: $166,198Liabilities 2023: $31,626Net Assets 2023: $134,5722023Assets 2024: $155,130Liabilities 2024: $31,626Net Assets 2024: $123,5042024

Highlighted filing

2019

Assets$134,128
Liabilities$14,226
Net Assets$119,902
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $32,322Expenses 2011: $31,174Net Income 2011: $1,1482011Revenue 2012: $34,013Expenses 2012: $13,337Net Income 2012: $20,6762012Revenue 2013: $33,114Expenses 2013: $19,035Net Income 2013: $14,0792013Revenue 2014: $34,169Expenses 2014: $23,497Net Income 2014: $10,6722014Revenue 2015: $32,112Expenses 2015: $23,308Net Income 2015: $8,8042015Revenue 2016: $30,042Expenses 2016: $11,689Net Income 2016: $18,3532016Revenue 2017: $24,715Expenses 2017: $17,489Net Income 2017: $7,2262017Revenue 2018: $28,225Expenses 2018: $22,276Net Income 2018: $5,9492018Revenue 2019: $7,792Expenses 2019: $25,439Net Income 2019: -$17,6472019Revenue 2020: $16,143Expenses 2020: $305Net Income 2020: $15,8382020Revenue 2021: $22,156Expenses 2021: $35,584Net Income 2021: -$13,4282021Revenue 2022: $71,405Expenses 2022: $11,211Net Income 2022: $60,1942022Revenue 2023: $63,483Expenses 2023: $111,417Net Income 2023: -$47,9342023Revenue 2024: $72,618Expenses 2024: $83,686Net Income 2024: -$11,0682024

Highlighted filing

2019

Revenue$7,792
Expenses$25,439
Net Income-$17,647
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$7,792
Mission and Program Overview

Mission

Support a full educational experience for the students of sierra high school providing opportunities for students at the school and its feeder schools to participate in clubs, athletics, and extended learning experiences.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION WAS ABLE TO ASSIST WITH NEEDED FUNDS FOR YOUTH SPORTINGTOURNAMENTS AND EDUCATIONAL NEEDS OF SIERRA UNIFIED SCHOOL DISTRICT.$946$23,093
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBBIE CAIRETreasurer-$0--
BRIAN S BARCUSSecretary-$0--
ANDREA MARJALAPresident-$0--
WILL FALKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sierra Foundation
EIN
20-8648304
Phone
2594320300
Address
7650 N PALM AVE, FRESNO, CA 93711

Signing Officer

Name
Robbie Caire
Title
Treasurer
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Ratzlaff Tamberi & Wong
Address
7650 N Palm Avenue Suite 105, Fresno, CA 93711
Preparer
George a Tamberi
Phone
5594320300
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SIERRA UNIFIED SCHOOL | Donee's Address: 33326 LODGE RD TOLLHOUSE CA 93667 | Cash Amount Given: $23093”

Other Expenses.1

“MISCELANEOUS $1445”

Other Expenses.2

“BANK CHARGES $605”

Other Expenses.3

“OFFICE SUPPLIES $296”

Total Liabilities.1

“CLUB RESERVE - Beginning $26471 CLUB RESERVE - Ending $14226”

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBBIE CAIRE
IRS990EZ/BooksInCareOfDetail/PhoneNum05598556971
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt034940 OLD CREEK ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUBERRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093602
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0134128
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07792
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17647
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164020
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023093
IRS990EZ/GrossReceiptsAmt07792
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137549
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119902
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137549
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119902
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBBIE CAIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN S BARCUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA MARJALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WILL FALK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02346
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT A FULL EDUCATIONAL EXPERIENCE FOR THE STUDENTS OF SIERRA HIGH SCHOOL PROVIDING OPPORTUNITIES FOR STUDENTS AT THE SCHOOL AND ITS FEEDER SCHOOLS TO PARTICIPATE IN CLUBS, ATHLETICS, AND EXTENDED LEARNING EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION WAS ABLE TO ASSIST WITH NEEDED FUNDS FOR YOUTH SPORTINGTOURNAMENTS AND EDUCATIONAL NEEDS OF SIERRA UNIFIED SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0946
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023093
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt026471
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014226
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025439
IRS990EZ/TotalProgramServiceExpensesAmt0946
IRS990EZ/TotalRevenueAmt07792
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03989
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025248
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt058574
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt061371
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt054445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt052526
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0226916
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0252164
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063365
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064692
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057881
IRS990ScheduleA/Total509Grp/TotalAmt0252164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07792
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058434
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt057881
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SIERRA UNIFIED SCHOOL | Donee's Address: 33326 LODGE RD TOLLHOUSE CA 93667 | Cash Amount Given: $23093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELANEOUS $1445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE SUPPLIES $296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLUB RESERVE - Beginning $26471 CLUB RESERVE - Ending $14226
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBBIE CAIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIERRA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0208648304
ReturnHeader/Filer/PhoneNum02594320300
ReturnHeader/Filer/USAddress/AddressLine1Txt07650 N PALM AVE
ReturnHeader/Filer/USAddress/CityNm0FRESNO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770250870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ratzlaff Tamberi & Wong
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07650 N Palm Avenue Suite 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fresno
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093711
ReturnHeader/PreparerPersonGrp/PhoneNum05594320300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE A TAMBERI
ReturnHeader/ReturnTs02020-05-15T10:19:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,128
Liabilities
$14,226
Net assets
$119,902
Revenue
$7,792
Expenses
$25,439
Net income
-$17,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.32$1.24$0.73$0.84$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.32$1.35$0.63$1.11$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.32$1.83$0.71$0.11$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.21$1.22$0.22$0.36$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.21$1.36$0.16$0.00$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.14$1.20$0.08$0.25$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.26$1.38$0.28$0.22$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.47$1.32$0.25$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.57$1.24$0.30$0.12$0.18
2015Summary only. Only limited summary data is available for this year.$1.63$0.57$0.32$0.23$0.09
2014Summary only. Only limited summary data is available for this year.$1.42$0.45$0.34$0.23$0.11
2013Summary only. Only limited summary data is available for this year.$1.14$0.28$0.33$0.19$0.14
2012Summary only. Only limited summary data is available for this year.$0.84$0.11$0.34$0.13$0.21
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.32$0.31$0.01