UC SANTA CRUZ FOUNDATION

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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

1974

Legal Domicile

Principal Officer

KIMBERLY CHAMLIN

Phone

8314592501

Tax Period

2024-07-01 to 2025-06-30

UC SANTA CRUZ FOUNDATION, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $25.5M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $28.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO BENEFIT THE UNIVERSITY OF CALIFORNIA SANTA CRUZ.

Program Service Accomplishments

Program 1

Expenses: $27,948,965

PROVIDE FINANCIAL SUPPORT TO UC SANTA CRUZ THROUGH STEWARDSHIP OF DONATIONS, GRANTS TO UC SANTA CRUZ CONSISTENT WITH DONOR INTENT, AND OUTREACH TO DONOR COMMUNITY.

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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 $20,022,764

Program Service Revenue $0

Investment Income $5,427,881

Other Revenue $0

TOTAL REVENUE $25,450,645

Expense Breakdown

Grants Paid $27,948,965

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,948,965

Other Expenses $110,970

TOTAL EXPENSES $28,059,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,450,645	$18,539,914	+0.4%
Expenses	$28,059,935	$19,968,939	+0.4%
Net Income	$-2,609,290	$-1,429,025	+0.8%

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

N/A

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

$1,772,901

Total Directors

$631,276

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA LARIVE	CHANCELLLOR	2.00	Officer Director	$0	$36,844	$631,276
MARK DELOS REYES DAVIS	President	1.00	Officer	$0	$33,532	$431,264
PRIYA MEHTA	Vice President	1.00	Officer	$0	$28,653	$303,403
ADRIENNE HARRELL	Executive Dir.	20.00	Officer	$0	$35,269	$209,741
KIMBERLY CHAMLIN	Treasurer	1.00	Officer	$0	$30,391	$197,217
LINDA S PETERSON	CHAIR	2.00	Director	$0	$0	$0
KAMIL HASAN	Trustee	1.00	Director	$0	$0	$0
RICHARD MOSS	PAST CHAIR	3.00	Director	$0	$0	$0
PAUL J HALL	PARLIAMENTARIAN	2.00	Director	$0	$0	$0
ALEC WEBSTER	Trustee	1.00	Director	$0	$0	$0
JOHN ARRIAGA	Trustee	1.00	Director	$0	$0	$0
LAURA I BUSHNELL	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
BEVERLY CRAIR	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
JANET BUCK	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
KEN DOCTOR	Trustee	1.00	Director	$0	$0	$0
MARY E DOYLE	COMMITTEE CHAIR	5.00	Director	$0	$0	$0
SIEGMUND GUTMAN	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
MIR IMRAN	Trustee	1.00	Director	$0	$0	$0
DR GREG REYES	Trustee	1.00	Director	$0	$0	$0
LOREN KINCZEL	VICE CHAIR	2.00	Director	$0	$0	$0
ANU LUTHER MAITRA	Trustee	1.00	Director	$0	$0	$0
FRANS LANTING	Trustee	1.00	Director	$0	$0	$0
JIM GUNDERSON	Trustee	1.00	Director	$0	$0	$0
WILLIAM CASHER	Trustee	1.00	Director	$0	$0	$0
SB MASTER	Trustee	1.00	Director	$0	$0	$0
JOANNA MILLER	Trustee	1.00	Director	$0	$0	$0
KATHLEEN ROSE	Trustee	1.00	Director	$0	$0	$0
RAJ KAPANY	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
GEORGE KRAW	Trustee	1.00	Director	$0	$0	$0
SCOTT BENNION	COMMITTEE CHAIR	3.00	Director	$0	$0	$0
LOREN STECK	Trustee	1.00	Director	$0	$0	$0
RANDOLPH E WEDDING	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
PAUL SIMPSON	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
PANDA KROLL	Trustee	1.00	Director	$0	$0	$0
FELIX MAGOWAN	Trustee	1.00	Director	$0	$0	$0
BILL DANIHER	Trustee	1.00	Director	$0	$0	$0
TARA HERNANDEZ	Trustee	1.00	Director	$0	$0	$0
KUMAR MALAVALLI	Trustee	1.00	Director	$0	$0	$0
KIRAN MALHOTRA	Trustee	1.00	Director	$0	$0	$0
SHELLY MERON	Trustee	1.00	Director	$0	$0	$0
GARRY SPIRE	Trustee	1.00	Director	$0	$0	$0
SUSAN TRUE	Trustee	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	$25,450,645	$28,059,935	$193,572,158	$-2,609,290
2024	No data	No data	No data	No data
2023	$30,846,304	$28,485,250	$168,668,546	$2,361,054
2022	$27,939,704	$23,735,649	$157,597,205	$4,204,055
2021	$29,870,161	$25,821,586	$169,812,971	$4,048,575
2020	$23,593,426	$21,242,014	$130,512,074	$2,351,412
2019	$20,586,534	$12,825,050	$124,073,091	$7,761,484