Civic Intelligence

Sierra Mental Wellness Group

990 • Fiscal year 2018 • EIN 23-7249387

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2019

Organization ProfileSIERRAFAMILY.ORG
406 Sunrise Avenue 300Roseville, CA 95661

(916) 783-5207

Siviq Scores

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

Liabilities / Assets

79th percentile

0.57x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

47th percentile

1.9%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$92,144

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

90th percentile

34%

Faster asset growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$734,803

Up $185,962 (+34%) from 2017

Net Assets

Up

$318,793

Up $97,436 (+44%) from 2017

Liabilities

Up

$416,010

Up $88,526 (+27%) from 2017

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin47th percentile

Revenue

Up

$5,153,915

Up $680,445 (+15%) from 2017

Expenses

Up

$5,056,479

Up $631,763 (+14%) from 2017

Net Income

Up

$97,436

Up $48,682 (+100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $216,692Liabilities 2012: $207,311Net Assets 2012: $9,3812012Assets 2013: $194,404Liabilities 2013: $108,427Net Assets 2013: $85,9772013Assets 2014: $317,492Liabilities 2014: $87,284Net Assets 2014: $230,2082014Assets 2015: $297,475Liabilities 2015: $203,704Net Assets 2015: $93,7712015Assets 2016: $426,589Liabilities 2016: $253,986Net Assets 2016: $172,6032016Assets 2017: $548,841Liabilities 2017: $327,484Net Assets 2017: $221,3572017Assets 2018: $734,803Liabilities 2018: $416,010Net Assets 2018: $318,7932018Assets 2019: $866,517Liabilities 2019: $464,342Net Assets 2019: $402,1752019Assets 2020: $2,062,723Liabilities 2020: $1,658,217Net Assets 2020: $404,5062020Assets 2021: $2,196,413Liabilities 2021: $550,063Net Assets 2021: $1,646,3502021Assets 2022: $2,210,354Liabilities 2022: $708,121Net Assets 2022: $1,502,2332022Assets 2023: $2,058,622Liabilities 2023: $635,794Net Assets 2023: $1,422,8282023Assets 2024: $2,782,169Liabilities 2024: $1,203,737Net Assets 2024: $1,578,4322024

Highlighted filing

2018

Assets$734,803
Liabilities$416,010
Net Assets$318,793
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2012: $2,374,5532012Expenses 2013: $2,059,2662013Revenue 2014: $2,347,596Expenses 2014: $2,203,365Net Income 2014: $144,2312014Revenue 2015: $2,317,497Expenses 2015: $2,453,934Net Income 2015: -$136,4372015Revenue 2016: $3,714,838Expenses 2016: $3,636,006Net Income 2016: $78,8322016Revenue 2017: $4,473,470Expenses 2017: $4,424,716Net Income 2017: $48,7542017Revenue 2018: $5,153,915Expenses 2018: $5,056,479Net Income 2018: $97,4362018Revenue 2019: $6,675,312Expenses 2019: $6,591,929Net Income 2019: $83,3832019Revenue 2020: $6,917,787Expenses 2020: $6,915,456Net Income 2020: $2,3312020Revenue 2021: $8,234,132Expenses 2021: $6,992,288Net Income 2021: $1,241,8442021Revenue 2022: $7,022,377Expenses 2022: $7,166,494Net Income 2022: -$144,1172022Revenue 2023: $7,211,679Expenses 2023: $7,291,084Net Income 2023: -$79,4052023Revenue 2024: $10,761,159Expenses 2024: $10,695,091Net Income 2024: $66,0682024

Highlighted filing

2018

Revenue$5,153,915
Expenses$5,056,479
Net Income$97,436
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2019
Return Version
2017v2.3
Gross Receipts
$5,153,915
Mission and Program Overview

Mission

To provide professional and affordable individual, couple and family counseling, crisis services, child and adolescent programs, and substance abuse treatment and prevention to the people in and around placer county california.

To provide professional and affordable programs, and substance abuse treatment and prevention to the people in and around placer county california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$316,379$387,489▲ $71,110
Cash and Non-Interest-Bearing Accounts$207,189$301,248▲ $94,059
Land, Buildings, and Equipment, Net$6,368$16,257▲ $9,889
Prepaid Expenses and Deferred Charges$6,653$8,377▲ $1,724
Total Assets$548,841$734,803▲ $185,962
Other Assets Total$12,252$21,432▲ $9,180
Liabilities
Accounts Payable and Accrued Expenses$212,813$301,738▲ $88,925
Deferred Revenue$114,272$114,272→ $0
Other Liabilities$399--
Total Liabilities$327,484$416,010▲ $88,526
Net Assets / Fund Balance
Unrestricted Net Assets$221,357$318,793▲ $97,436
Total Net Assets Fund Balance$221,357$318,793▲ $97,436
Total Liabilities and Net Assets / Fund Balance$548,841$734,803▲ $185,962

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,257$40,620$56,877
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseOtherTotal
Jon KerschnerExecutive Di$85,006$7,138$92,144

Board Members and Trustees

NameTitle
Julia ArnoldPresident
Karen RamosDirector
Greg KasnerSecretary
Don HutchinsonTreasurer
Paul CarlsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,894,130
Program Service Revenue
$259,697
Investment Income
$88
Other Revenue
$0
All Other Contributions
$2,803
Change in Net Assets
$97,436

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,153,915
Total Revenue per Audited Statements
$5,153,915
Total Revenue per Form 990
$5,153,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,447,859
Other Expenses$608,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,159,055$637,818-$3,796,873
Payroll Taxes$268,054$54,121-$322,175
Other Employee Benefits$187,114$37,779-$224,893
Occupancy$186,608$37,677-$224,285
Fees for Services Other$86,806$17,526-$104,332
Current Officers, Directors, Trustees, and Key Employees$78,338$15,816-$94,154
Office Expenses$62,122$12,542-$74,664
Other Expenses$54,666$11,037-$65,703
Insurance$52,696$10,639-$63,335
Fees for Services Accounting$26,228$5,296-$31,524
Travel$22,835$4,611-$27,446
Information Technology$12,423$2,508-$14,931
Pension Plan Contributions$8,124$1,640-$9,764
Advertising$1,355$273-$1,628
Depreciation Depletion$619--$619
Interest-$153-$153
Total Functional Expenses$4,207,043$849,436$0$5,056,479

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,056,479
Total Expenses per Audited Statements$5,056,479
Total Expenses per Form 990$5,056,479
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copy of 990 is provided to the board of directors for their review prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the policy on an annual basis and as needed if an issue arises regading any conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“Sierra mental wellness group makes the governing policies and financial documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sierra Mental Wellness Group
EIN
23-7249387
Phone
9167835207
Address
406 SUNRISE AVENUE 300, ROSEVILLE, CA 95661

Signing Officer

Name
Jon Kerschner
Title
Executive Director
Phone
9167835207
Signed
2019-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Kerschner
Formed
1970
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
140
Volunteers
5

Preparer

Firm
Grant Bennett Associates
Address
1375 EXPOSITION BLVD STE 230, SACRAMENTO, CA 95815-5143
Preparer
David C Wilson
Phone
9169225109
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide professional and affordable individual, couple and family counseling, crisis services, child and adolescent programs, and substance abuse treatment and prevention to the people in and around placer county california.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS AND AS NEEDED IF AN ISSUE ARISES REGADING ANY CONFLICT OF INTEREST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,803
Liabilities
$416,010
Net assets
$318,793
Revenue
$5,153,915
Expenses
$5,056,479
Net income
$97,436
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$1.20$1.58$10.8$10.7$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.64$1.42$7.21$7.29$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.71$1.50$7.02$7.17$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.55$1.65$8.23$6.99$1.24
2020Detailed filing. Detailed filing data is available for this year.$2.06$1.66$0.40$6.92$6.92$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.46$0.40$6.68$6.59$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.42$0.32$5.15$5.06$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.33$0.22$4.47$4.42$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.25$0.17$3.71$3.64$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.20$0.09$2.32$2.45$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.09$0.23$2.35$2.20$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.11$0.09$2.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.21$0.01$2.37