Civic Intelligence

Sierra Mental Wellness Group

990 • Fiscal year 2019 • EIN 23-7249387

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

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

(916) 783-5207

Siviq Scores

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

Liabilities / Assets

78th percentile

0.54x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

44th percentile

1.2%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$96,223

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$866,517

Up $131,714 (+18%) from 2018

Net Assets

Up

$402,175

Up $83,382 (+26%) from 2018

Liabilities

Up

$464,342

Up $48,332 (+12%) from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin44th percentile

Revenue

Up

$6,675,312

Up $1,521,397 (+30%) from 2018

Expenses

Up

$6,591,929

Up $1,535,450 (+30%) from 2018

Net Income

Down

$83,383

Down $14,053 (-14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$866,517
Liabilities$464,342
Net Assets$402,175
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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

2019

Revenue$6,675,312
Expenses$6,591,929
Net Income$83,383
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$6,675,312
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 afforadable individual, couple and family counseling, crisis services, child and adolescent programs to the people in and around placer county california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$387,489$471,824▲ $84,335
Cash and Non-Interest-Bearing Accounts$301,248$356,454▲ $55,206
Prepaid Expenses and Deferred Charges$8,377$12,090▲ $3,713
Land, Buildings, and Equipment, Net$16,257$11,567▼ $4,690
Total Assets$734,803$866,517▲ $131,714
Other Assets Total$21,432$14,582▼ $6,850
Liabilities
Accounts Payable and Accrued Expenses$301,738$350,070▲ $48,332
Deferred Revenue$114,272$114,272→ $0
Total Liabilities$416,010$464,342▲ $48,332
Net Assets / Fund Balance
Unrestricted Net Assets$318,793$402,175▲ $83,382
Total Net Assets Fund Balance$318,793$402,175▲ $83,382
Total Liabilities and Net Assets / Fund Balance$734,803$866,517▲ $131,714

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,567$60,130$71,697
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseOtherTotal
Jon KerschnerExecutive Di$85,961$10,262$96,223

Board Members and Trustees

NameTitle
Julia ArnoldPresident
Karen RamosDirector
Bryan WagnerSecretary
Don HutchinsonTreasurer
Paul CarlsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,381,312
Program Service Revenue
$293,928
Investment Income
$72
Other Revenue
$0
All Other Contributions
$2,687
Change in Net Assets
$83,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,675,312
Total Revenue per Audited Statements
$6,675,312
Total Revenue per Form 990
$6,675,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,840,721
Other Expenses$751,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,190,358$770,225-$4,960,583
Payroll Taxes$338,232$62,170-$400,402
Other Employee Benefits$272,104$50,015-$322,119
Occupancy$188,878$34,718-$223,596
Fees for Services Other$138,760$25,505-$164,265
Current Officers, Directors, Trustees, and Key Employees$90,127$16,566-$106,693
Insurance$74,273$13,652-$87,925
Office Expenses$68,470$12,585-$81,055
Other Expenses$63,520$11,676-$75,196
Pension Plan Contributions$43,017$7,907-$50,924
Fees for Services Accounting$30,423$5,592-$36,015
Travel$28,732$5,281-$34,013
Information Technology$18,895$3,473-$22,368
Depreciation Depletion$16,480$3,029-$19,509
Advertising$4,905$902-$5,807
Interest-$1,459-$1,459
Total Functional Expenses$5,567,174$1,024,755$0$6,591,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,591,929
Total Expenses per Audited Statements$6,591,929
Total Expenses per Form 990$6,591,929
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 monitor and enforce compliance with the policy on an annual basis and as needed if an issue arises regar ding any conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“Sierra mental wellness group makes the governing policies and financial do cuments 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 SUITE 300, ROSEVILLE, CA 95661

Signing Officer

Name
Jon Kerschner
Title
Executive Director
Phone
9167835207
Signed
2019-10-15
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
163

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.”

Form 990, Page 2, Part III, Line 4D

“Provide counseling services to the community, including family and marital abuse.”

Form 990, Part XI, Line 9

“PRIOR YEAR ROUNDING -1”

Raw XML Appendix378 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0301738
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0350070
IRS990/AccountsReceivableGrp/BOYAmt0387489
IRS990/AccountsReceivableGrp/EOYAmt0471824
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE PROFESSIONAL AND AFFORADABLE INDIVIDUAL, COUPLE AND FAMILY COUNSELING, CRISIS SERVICES, CHILD AND ADOLESCENT PROGRAMS TO THE PEOPLE IN AND AROUND PLACER COUNTY CALIFORNIA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0902
IRS990/AdvertisingGrp/ProgramServicesAmt04905
IRS990/AdvertisingGrp/TotalAmt05807
IRS990/AllOtherContributionsAmt02687
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JON KERSCHNER
IRS990/BooksInCareOfDetail/PhoneNum09167835207
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0406 SUNRISE AVE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095661
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0301248
IRS990/CashNonInterestBearingGrp/EOYAmt0356454
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016566
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt090127
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0106693
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06381312
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt072
IRS990/CYOtherExpensesAmt0751208
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0293928
IRS990/CYRevenuesLessExpensesAmt083383
IRS990/CYSalariesCompEmpBnftPaidAmt05840721
IRS990/CYTotalExpensesAmt06591929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06675312
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0114272
IRS990/DeferredRevenueGrp/EOYAmt0114272
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03029
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016480
IRS990/DepreciationDepletionGrp/TotalAmt019509
IRS990/Desc0PROVIDE COUNSELING SERVICES TO THE COMMUNITY, INCLUDING FAMILY AND MARITAL ABUSE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0163
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05567174
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05592
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt030423
IRS990/FeesForServicesAccountingGrp/TotalAmt036015
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt025505
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0138760
IRS990/FeesForServicesOtherGrp/TotalAmt0164265
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510262
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIA ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BRYAN WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm3DON HUTCHINSON
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN RAMOS
IRS990/Form990PartVIISectionAGrp/PersonNm5JON KERSCHNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt585961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt06378625
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06675312
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03473
IRS990/InformationTechnologyGrp/ProgramServicesAmt018895
IRS990/InformationTechnologyGrp/TotalAmt022368
IRS990/InsuranceGrp/ManagementAndGeneralAmt013652
IRS990/InsuranceGrp/ProgramServicesAmt074273
IRS990/InsuranceGrp/TotalAmt087925
IRS990/InterestGrp/ManagementAndGeneralAmt01459
IRS990/InterestGrp/TotalAmt01459
IRS990/InvestmentIncomeGrp/ExclusionAmt072
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt060130
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016257
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011567
IRS990/LandBldgEquipCostOrOtherBssAmt071697
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0318793
IRS990/NetAssetsOrFundBalancesEOYAmt0402175
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt034718
IRS990/OccupancyGrp/ProgramServicesAmt0188878
IRS990/OccupancyGrp/TotalAmt0223596
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012585
IRS990/OfficeExpensesGrp/ProgramServicesAmt068470
IRS990/OfficeExpensesGrp/TotalAmt081055
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021432
IRS990/OtherAssetsTotalGrp/EOYAmt014582
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt050015
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0272104
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0322119
IRS990/OtherExpensesGrp/Desc0CRISIS EMPLOYEE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011676
IRS990/OtherExpensesGrp/ProgramServicesAmt063520
IRS990/OtherExpensesGrp/TotalAmt075196
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0770225
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04190358
IRS990/OtherSalariesAndWagesGrp/TotalAmt04960583
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt062170
IRS990/PayrollTaxesGrp/ProgramServicesAmt0338232
IRS990/PayrollTaxesGrp/TotalAmt0400402
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07907
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt043017
IRS990/PensionPlanContributionsGrp/TotalAmt050924
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08377
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012090
IRS990/PrincipalOfficerNm0JON KERSCHNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0GENERAL COUNSELING
IRS990/ProgramServiceRevenueGrp/Desc1ANGER MGMT/DOMESTIC V
IRS990/ProgramServiceRevenueGrp/Desc2OTHER
IRS990/ProgramServiceRevenueGrp/Desc3PERINATAL/SUB ABUSE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0234931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt144129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214693
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0234931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt144129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214693
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3175
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDE COUNSELING SERVICES TO THE COMMUNITY, INCLUDING FAMILY AND MARITAL ABUSE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04894130
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt088
IRS990/PYOtherExpensesAmt0608620
IRS990/PYProgramServiceRevenueAmt0259697
IRS990/PYRevenuesLessExpensesAmt097436
IRS990/PYSalariesCompEmpBnftPaidAmt04447859
IRS990/PYTotalExpensesAmt05056479
IRS990/PYTotalRevenueAmt05153915
IRS990/ReconcilationRevenueExpnssAmt083383
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0293928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06381312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04894130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04219879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03496908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02212068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021204297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0553713
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt021204297
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06381312
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04894130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04219879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03496908
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02212068
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021204297
IRS990ScheduleA/TotalSupportAmt021204371
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt06591929
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011567
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060130
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071697
IRS990ScheduleD/RevenueSubtotalAmt06675312
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011567
IRS990ScheduleD/TotalExpensesPerForm990Amt06591929
IRS990ScheduleD/TotalRevenuePerForm990Amt06675312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06675312
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06591929
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE COUNSELING SERVICES TO THE COMMUNITY, INCLUDING FAMILY AND MARITAL ABUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS AND AS NEEDED IF AN ISSUE ARISES REGAR DING ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SIERRA MENTAL WELLNESS GROUP MAKES THE GOVERNING POLICIES AND FINANCIAL DO CUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR YEAR ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0734803
IRS990/TotalAssetsEOYAmt0866517
IRS990/TotalAssetsGrp/BOYAmt0734803
IRS990/TotalAssetsGrp/EOYAmt0866517
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06381312
IRS990/TotalEmployeeCnt0163
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01024755
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05567174
IRS990/TotalFunctionalExpensesGrp/TotalAmt06591929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0416010
IRS990/TotalLiabilitiesEOYAmt0464342
IRS990/TotalLiabilitiesGrp/BOYAmt0416010
IRS990/TotalLiabilitiesGrp/EOYAmt0464342
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0318793
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0402175
IRS990/TotalOtherCompensationAmt010262
IRS990/TotalProgramServiceExpensesAmt05567174
IRS990/TotalProgramServiceRevenueAmt0293928
IRS990/TotalReportableCompFromOrgAmt085961
IRS990/TotalRevenueGrp/ExclusionAmt072
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0293928
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06675312
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0734803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0866517
IRS990/TravelGrp/ManagementAndGeneralAmt05281
IRS990/TravelGrp/ProgramServicesAmt028732
IRS990/TravelGrp/TotalAmt034013
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0318793
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0402175
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0406 SUNRISE AVE 300
IRS990/USAddress/CityNm0ROSEVILLE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095661
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0SIERRAFAMILY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON KERSCHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09167835207
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MENTAL WELLNESS GROUP
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0237249387
ReturnHeader/Filer/PhoneNum09167835207
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 SUNRISE AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D3567814B9073E62005B7016C6D4730E45E4B73D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0818F2D4A0C77AF2DFF564BFB90CB1017B72BA865
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.69.91.98
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:29:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942692073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT BENNETT ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01375 EXPOSITION BLVD STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958155143
ReturnHeader/PreparerPersonGrp/PhoneNum09169225109
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C WILSON
ReturnHeader/ReturnTs02019-11-05T11:29:08-06:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$866,517
Liabilities
$464,342
Net assets
$402,175
Revenue
$6,675,312
Expenses
$6,591,929
Net income
$83,383
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