UC SANTA CRUZ ALUMNI ASSOCIATION (EIN 237003589) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

SHAYNA KENT

Phone

8314592530

Tax Period

2024-07-01 to 2025-06-30

UC SANTA CRUZ ALUMNI ASSOCIATION, founded in 1968, is a small nonprofit in the Education sector that reported $254K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $284K exceeded revenue, resulting in a 12% operating deficit.

Mission

To support the educational calling of UC Santa Cruz. To provide a means by which alumni may serve the university, its colleges, its students, and each other. To help guide the university into the future.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $253,839

Other Revenue $0

TOTAL REVENUE $253,839

Expense Breakdown

Grants Paid $275,160

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275,160

Other Expenses $8,476

TOTAL EXPENSES $283,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,839	$225,341	+0.1%
Expenses	$283,636	$266,415	+0.1%
Net Income	$-29,797	$-41,074	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

401

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$802,255

Total Directors

$370,991

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK E DAVIS	President	1.00	Officer	$0	$33,532	$431,264
JOHN PINE	ASST VICE CHANC	1.00	Officer Director	$0	$12,579	$207,261
SHAYNA KENT	Executive Dir.	20.00	Officer Director	$0	$23,007	$163,730
SAREIL BROOKINS	COUNCIL MEMBER	1.00	Director	$0	$0	$0
LAKEYA CHERRY	COUNCIL MEMBER	1.00	Director	$0	$0	$0
JULIA DOLLOFF	COUNCIL MEMBER	1.00	Director	$0	$0	$0
WALTER M JOYCE	COUNCIL MEMBER	1.00	Director	$0	$0	$0
JUDITH GUTIERREZ	COUNCIL MEMBER	1.00	Director	$0	$0	$0
PATRICK GARCIA	COUNCIL MEMBER	1.00	Director	$0	$0	$0
ABEL MKULAMA	COUNCIL MEMBER	1.00	Director	$0	$0	$0
JULIET MUSSO	EXECUTIVE VP	1.00	Officer Director	$0	$0	$0
DIANE NGUYEN	COUNCIL MEMBER	1.00	Director	$0	$0	$0
ARMANDO FLORES	VP ADMIN	1.00	Officer Director	$0	$0	$0
ANNA GURURAJAN	COUNCIL MEMBER	1.00	Director	$0	$0	$0
APRIL YEE	VP FINANCE	1.00	Officer Director	$0	$0	$0
JESSICA LUM	COUNCIL MEMBER	1.00	Director	$0	$0	$0
SHONTE THOMAS	COUNCIL MEMBER	1.00	Director	$0	$0	$0
KEVIN VOLKAN	COUNCIL MEMBER	1.00	Director	$0	$0	$0
JOHN MADRID	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
GREGORY CANILAS	COUNCIL MEMBER	1.00	Director	$0	$0	$0
SHELLY MERON	President	5.00	Officer Director	$0	$0	$0
KELSEY KNOX	COUNCIL MEMBER	1.00	Director	$0	$0	$0
NICONA MACDONALD	COUNCIL MEMBER	1.00	Director	$0	$0	$0
RICHARD MAHON	COUNCIL MEMBER	1.00	Director	$0	$0	$0
STERLING SCOTT	COUNCIL MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$253,839	$283,636	$6,460,956	$-29,797
2024	$225,341	$266,415	$6,038,209	$-41,074
2023	$244,341	$269,440	$5,688,711	$-25,099
2022	$128,892	$127,110	$5,520,307	$1,782
2021	$129,173	$139,695	$6,067,464	$-10,522
2020	$131,734	$206,217	$4,666,830	$-74,483
2019	$145,950	$195,092	$4,634,709	$-49,142

UC SANTA CRUZ ALUMNI ASSOCIATION