SANTA CRUZ BUILDING ASSOC (EIN 384052931) - 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

1907

Legal Domicile

Phone

6363527358

Tax Period

2024-07-01 to 2025-06-30

SANTA CRUZ BUILDING ASSOC, founded in 1907, is a micro nonprofit in the Mutual Benefit sector that reported $13K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $11K left a modest 12% surplus.

Mission

FOCUSED ON COMMUNITY CHARITIES, SUPPORT OF OUR FACILITIES AND DONATIONS TO, BUT NOT LIMITED TO MENTALLY CHALLENGED, YOUTH GROUPS, AND MO. VETERAN GROUPS AND LOCAL FOOD PANTRIES

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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 $15,695

Program Service Revenue $0

Investment Income $0

Other Revenue $-2,965

TOTAL REVENUE $12,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,600

Other Expenses $11,200

TOTAL EXPENSES $11,200

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,730	$15,910	-0.2%
Expenses	$11,200	$4,200	+1.7%
Net Income	$1,530	$11,710	-0.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED LOWES	GRAND KNIGHT	5.00	Officer	$0	$0	$0
JIM SCHULTE	DEPUTY GRAND KNIGHT	1.00	Officer	$0	$0	$0
RICHARD DIEKEMPER	SECRETARY	6.00	Officer	$0	$0	$0
PETER WEITHKEMPER	RECORDER	2.00	Officer	$0	$0	$0
MATT BORZYMOWSKI	TREASURER	2.00	Officer	$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	$12,730	$11,200	$919,019	$1,530
2024	$15,910	$4,200	$917,489	$11,710
2023	$12,224	$4,208	$905,779	$8,016
2022	$2,996	No data	$95,263	No data

SANTA CRUZ BUILDING ASSOC