PEOPLE FIRST OF SANTA CRUZ COUNTY (EIN 384102254) - 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

2018

Legal Domicile

Principal Officer

EVAN MORRISON

Phone

3157197635

Tax Period

2023-10-01 to 2024-09-30

PEOPLE FIRST OF SANTA CRUZ COUNTY, founded in 2018, is a community nonprofit in the Housing & Shelter sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 3157% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 4% surplus.

Mission

TO ENSURE HOUSING FOR ALL BY UNITING THE COMMUNITY, FORMING PARTNERSHIPS, INSPIRING ADVOCACY AND PROVIDING SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $31,015

Program Service Revenue $1,472,517

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,503,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $957,055

Fundraising Expenses $0

Program Expenses $1,444,809

Other Expenses $487,754

TOTAL EXPENSES $1,444,809

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,503,532	$46,161	+31.6%
Expenses	$1,444,809	$34,457	+40.9%
Net Income	$58,723	$11,704	+4.0%

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

149

Volunteers

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

$304,562

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rebecca Cooper	Program Manager	40	Key Emp	$74,880	$0	$74,880
Katayun Salehi	Director of Administration	40	Key Emp	$66,151	$0	$66,151
Evan Morrison	Executive Director	40	Highest	$42,076	$0	$42,076
Maile Earnest	Director of Operations	40	Key Emp	$39,853	$0	$39,853
Matthew Barnett	Program Manager	40	Key Emp	$35,950	$0	$35,950
Heather Morotti	Human Resources	40	Key Emp	$29,996	$0	$29,996
Jessica Starkes	Program Manager	40	Key Emp	$29,527	$0	$29,527
Christina Tharp	Accountant	40	Key Emp	$28,205	$0	$28,205

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
2024	$1,503,532	$1,444,809	$446,070	$58,723

PEOPLE FIRST OF SANTA CRUZ COUNTY