Civic Intelligence

Sierra Madre Foundation

990PF • Fiscal year 2024 • EIN 77-0518487

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 23, 2025

Organization Profile
877 Pau Hana DriveSoquel, CA 95073

(831) 476-6431

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-162%

Higher net margin than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-6.5%

Faster asset growth than 35% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-70%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$9,137

Down $630 (-6.5%) from 2023

Net Assets

Down

$9,137

Down $630 (-6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin5th percentile

Revenue

Down

$390

Down $924 (-70%) from 2023

Expenses

Down

$1,020

Down $505 (-33%) from 2023

Net Income

Down

-$630

Down $419 (-199%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30K$20K$10K$0Assets 2012: $23,870Liabilities 2012: $202012Assets 2013: $21,337Liabilities 2013: $202013Assets 2014: $19,613Liabilities 2014: $202014Assets 2015: $18,139Liabilities 2015: $20Net Assets 2015: $18,1192015Assets 2016: $16,680Liabilities 2016: $20Net Assets 2016: $16,6602016Assets 2017: $16,245Liabilities 2017: $20Net Assets 2017: $16,2252017Assets 2020: $11,906Liabilities 2020: $20Net Assets 2020: $11,8862020Assets 2021: $11,050Liabilities 2021: $20Net Assets 2021: $11,0302021Assets 2022: $9,978Liabilities 2022: $0Net Assets 2022: $9,9782022Assets 2023: $9,767Liabilities 2023: $0Net Assets 2023: $9,7672023Assets 2024: $9,137Liabilities 2024: $0Net Assets 2024: $9,1372024Assets 2025: $6,473Liabilities 2025: $0Net Assets 2025: $6,4732025

Highlighted filing

2024

Assets$9,137
Liabilities$0
Net Assets$9,137
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2012: -$54Expenses 2012: $1,850Net Income 2012: -$1,9042012Revenue 2013: -$558Expenses 2013: $1,975Net Income 2013: -$2,5332013Revenue 2014: $1Expenses 2014: $1,725Net Income 2014: -$1,7242014Revenue 2015: $1Expenses 2015: $1,475Net Income 2015: -$1,4742015Revenue 2016: $1Expenses 2016: $1,460Net Income 2016: -$1,4592016Revenue 2017: $40Expenses 2017: $475Net Income 2017: -$4352017Revenue 2020: $129Expenses 2020: $1,060Net Income 2020: -$9312020Revenue 2021: $600Expenses 2021: $1,456Net Income 2021: -$8562021Revenue 2022: $33Expenses 2022: $1,085Net Income 2022: -$1,0522022Revenue 2023: $1,314Expenses 2023: $1,525Net Income 2023: -$2112023Revenue 2024: $390Expenses 2024: $1,020Net Income 2024: -$6302024Revenue 2025: $258Expenses 2025: $2,922Net Income 2025: -$2,6642025

Highlighted filing

2024

Revenue$390
Expenses$1,020
Net Income-$630
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARL L KROEBERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Sierra Madre Foundation
EIN
77-0518487
Phone
8314766431
Address
877 PAU HANA DRIVE, SOQUEL, CA 95073

Signing Officer

Name
Karl L Kroeber
Title
President
Phone
8314766431
Signed
2025-01-23
Discuss with paid preparer
Yes

Preparer

Firm
Daggert Financial Pc
Address
PO BOX 984, WALNUT GROVE, CA 95690
Preparer
Jana Suzanne Daggert
Phone
4153203893
Raw XML Appendix191 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.

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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SIERRAMADREFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT RELIEF 501(C)3 95-1831116
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARL L KROEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08314766431
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MADRE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0770518487
ReturnHeader/Filer/PhoneNum08314766431
ReturnHeader/Filer/USAddress/AddressLine1Txt0877 PAU HANA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOQUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095073
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821781949
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAGGERT FINANCIAL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095690
ReturnHeader/PreparerPersonGrp/PhoneNum04153203893
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA SUZANNE DAGGERT
ReturnHeader/ReturnTs02025-02-12T21:15:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,137
Liabilities
$0
Net assets
$9,137
Revenue
$390
Expenses
$1,020
Net income
-$630
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.26$2.92$2.66
2024Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.39$1.02$0.63
2023Detailed filing. Detailed filing data is available for this year.$9.77$0.00$9.77$1.31$1.53$0.21
2022Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.03$1.09$1.05
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$0.60$1.46$0.86
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.02$11.9$0.13$1.06$0.93
2017Detailed filing. Detailed filing data is available for this year.$16.2$0.02$16.2$0.04$0.48$0.44
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.02$16.7$0.00$1.46$1.46
2015Detailed filing. Detailed filing data is available for this year.$18.1$0.02$18.1$0.00$1.48$1.47
2014Summary only. Only limited summary data is available for this year.$19.6$0.02$0.00$1.73$1.72
2013Summary only. Only limited summary data is available for this year.$21.3$0.02$0.56$1.98$2.53
2012Summary only. Only limited summary data is available for this year.$23.9$0.02$0.05$1.85$1.90