Sierra Mental Wellness Group

Tax-deductible

Roseville, CA501(c)(3)Since 1970EIN 23-7249387Revenue $13.9M in FY2025

On file with the IRSsierramentalwellness.org406 Sunrise Ave Ste 300, 95661-4144 · Roseville, CATax-exempt since Jan 1974Publicly supported charity — 170(b)(1)(A)(vi)

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Saving lives by providing accessible Mental health care.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 10 volunteers and 220 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $8K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$956K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $4K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.2M
88% of total assets
Concern: liabilities are 88% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.9M
+29% vs prior year
Spent
$15.0M
To programs
89%
Net assets
$433K
By yearFY2020–FY2025
Revenue
$13.9M
FY2025▲ +29%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.9M
FY2021$8.2M
FY2022$7.0M
FY2023$7.2M
FY2024$10.8M
FY2025$13.9M
Expenses
$15.0M
FY2025▲ +40%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.9M
FY2021$7.0M
FY2022$7.2M
FY2023$7.3M
FY2024$10.7M
FY2025$15.0M
Net assets
$433K
FY2025▼ -73%
Tap a bar for its year
Net assets by fiscal year
FY2020$405K
FY2021$1.6M
FY2022$1.5M
FY2023$1.4M
FY2024$1.6M
FY2025$433K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $13.4M Management & general 11% · $1.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $956K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Assistant Dir. Program Operations
$132,034Pt VII · Sec A
Co-Executive Director
$128,955Pt VII · Sec A
Law Embedded Crisis Specialist
$124,796Pt VII · Sec A
Co-Executive Director
$120,929Pt VII · Sec A
Licensed Medical Provider
$120,712Pt VII · Sec A
Crisis Specialist
$118,768Pt VII · Sec A
Crisis Specialist
$115,584Pt VII · Sec A
Executive Director (left 9/24)
$94,354Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Bethany Shakespeare$132,034—————
Nicole Vanneman$128,955$70,300————
Christina Rivera—$127,970————
Anna Garrison$124,796—————
Breeann Miller$120,929$101,296————
Ashley Hursell$120,712—————
Jon Kerschner$94,354$119,653$113,770$108,978$110,956$99,977
Joseph Truppa$118,768—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers affordable counseling and crisis services for individuals, couples, and families.

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Provided by the organization

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1 program · $13.4M · in their own filed words · FY2024
01

Provide counseling and crisis services to the community, including family and marital counseling.

$13.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$4K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$13.9M
Ln 12
Gifts and grantsLn 1h$13.7M
Fees for servicesLn 2g$174K
Investment incomeLn 3$129
Money outPt IX
$15.0M
Ln 25
Programscol B$13.4M
Managementcol C$1.6M
Owns and owesPt X
$433K
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$3.7M
LiabilitiesLn 26$3.2M
PeoplePt VI, VII
18
listed · VII A
PaidVII A8
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13.7M
Government grantsLn 1e$13.4M
Fees for servicesLn 2g$174K
Investment incomeLn 3$129
Total revenueLn 12$13.9M
Assets in detailPt X, end of year
CashLn 1$1.2M
Cash and savings togetherLn 1–2$1.2M
Other assetsLn 15$137K
Total assetsLn 16$3.7M
LiabilitiesLn 26$3.2M
Net assetsLn 32$433K
OperationsPt I, VI
EmployeesI 5220
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$357K$1.2M
Total assetsLn 16$2.8M$3.7M
LiabilitiesLn 26$1.2M$3.2M
Net assetsLn 32$1.6M$433K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$308K$274K$34K
Other salaries and wagesLn 7$8.7M$7.8M$907K
Pension plan contributionsLn 8$11K$11K
Other employee benefitsLn 9$771K$694K$77K
Payroll taxesLn 10$1.0M$824K$209K
Legal feesLn 11b$2.4M$2.4M
Accounting feesLn 11c$125K$117K$8K
Other fees for servicesLn 11g$206K$193K$13K
Advertising and promotionLn 12$35K$33K$2K
Office expensesLn 13$359K$341K$18K
OccupancyLn 16$302K$127K$175K
TravelLn 17$240K$231K$9K
InsuranceLn 23$60K$10K$50K
Other expenses (24a–d)Ln 24$394K$312K$82K
All other expensesLn 24e$52K$38K$14K
Total functional expensesLn 25$15.0M$13.4M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $13.9M$15.0M−$1.1M$433K 990 PDF
FY2024 $10.8M$10.7M$66K$1.6M 990 PDF
FY2023 $7.2M$7.3M−$79K$1.4M 990 PDF
FY2022 $7.0M$7.2M−$144K$1.5M 990 PDF
FY2021 $8.2M$7.0M$1.2M$1.6M 990 PDF
FY2020 $6.9M$6.9M$2K$405K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $13,856,111 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,512,450$13,681,544
I-9 Program service revenuePrior year $248,144$174,438
I-10 Investment incomePrior year $565$129
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $10,761,159$13,856,111
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,772,417$10,811,011
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,922,674$4,179,817
I-18 Total expensesPrior year $10,695,091$14,990,828
I-19 Revenue less expensesPrior year $66,068−$1,134,717
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $13,856,111 across 6 lines filed
VIII-1e Government grants$13,366,714
VIII-1f All other contributions, gifts and grants$314,830
VIII-1h Total contributions, gifts and grants$13,681,544
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $174,438$174,438
VIII-3 Investment incomeExcluded from tax $129$129
VIII-12 Total revenueRelated to mission $174,438 · Unrelated business $0 · Excluded from tax $129$13,856,111
Part IX · Statement of functional expenses $14,990,828 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $274,467 · Management $33,940$308,407
IX-7 Other salaries and wagesPrograms $7,779,132 · Management $907,446$8,686,578
IX-8 Pension plan contributionsManagement $11,487$11,487
IX-9 Other employee benefitsPrograms $694,255 · Management $76,660$770,915
IX-10 Payroll taxesPrograms $824,464 · Management $209,160$1,033,624
IX-11b Legal feesPrograms $2,406,982$2,406,982
IX-11c Accounting feesPrograms $117,067 · Management $8,154$125,221
IX-11g Other fees for servicesPrograms $192,641 · Management $13,417$206,058
IX-12 Advertising and promotionPrograms $33,479 · Management $1,557$35,036
IX-13 Office expensesPrograms $340,964 · Management $17,631$358,595
IX-16 OccupancyPrograms $126,855 · Management $174,893$301,748
IX-17 TravelPrograms $230,544 · Management $9,476$240,020
IX-23 InsurancePrograms $10,376 · Management $49,532$59,908
IX-24 Other expenses (24a–d)Programs $311,775 · Management $82,473$394,248
IX-24e All other expensesPrograms $37,577 · Management $14,424$52,001
IX-25 Total functional expensesPrograms $13,380,578 · Management $1,610,250 · Fundraising $0$14,990,828
Part X · Balance sheet $3,657,131 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $357,324$1,219,875
X-4 Accounts receivableStart of year $1,952,719$2,275,298
X-9 Prepaid expenses and deferred chargesStart of year $25,735$25,413
X-15 Other assetsStart of year $390,861$136,545
X-16 Total assetsStart of year $2,782,169$3,657,131
X-17 Accounts payable and accrued expensesStart of year $813,705$1,107,492
X-25 Other liabilitiesStart of year $382,739$2,116,703
X-26 Total liabilitiesStart of year $1,203,737$3,224,195
X-27 Net assets without donor restrictionsStart of year $1,578,432$432,936
X-32 Total net assets or fund balancesStart of year $1,578,432$432,936
X-33 Total liabilities and net assetsStart of year $2,782,169$3,657,131
Part XI · Reconciliation of net assets $432,936 net assets at year end
XI-1 Total revenue$13,856,111
XI-2 Total expenses$14,990,828
XI-3 Revenue less expenses−$1,134,717
XI-4 Net assets at start of year$1,578,432
XI-8 Prior period adjustments−$10,779
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$432,936

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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