SANTA CRUZ WORKS

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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

2014

Legal Domicile

Phone

8314663000

Tax Period

2023-01-01 to 2023-12-31

SANTA CRUZ WORKS, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $259K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum.

Mission

TO FACILIATE AND PROMOTE ECONOMIC VITALITY AND EMPLOYMENT WITHIN THE TECHNOLOGY INDUSTRY IN SANTA CRUZ COUNTY.

Program Service Accomplishments

Program 1

FACILITATION AND PROMOTION OF ECONOMIC VITALITY AND EMPLOYMENT IN SANTA CRUZ COUNTY. WORK TOWARDS CREATING A STRONGER ECONOMY AND A STRONGER COMMUNITY BY FACILITATING AMONG COMPANIES, EDUCATIONAL...

FACILITATION AND PROMOTION OF ECONOMIC VITALITY AND EMPLOYMENT IN SANTA CRUZ COUNTY. WORK TOWARDS CREATING A STRONGER ECONOMY AND A STRONGER COMMUNITY BY FACILITATING AMONG COMPANIES, EDUCATIONAL INSTITUTIONS, INVESTORS, AND THE COMMUNITY AT LARGE.

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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 $124,244

Program Service Revenue $134,274

Investment Income $0

Other Revenue $0

TOTAL REVENUE $258,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,312

Fundraising Expenses $0

Other Expenses $89,513

TOTAL EXPENSES $257,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,518	$128,352	+1.0%
Expenses	$257,825	$260,264	0.0%
Net Income	$693	$-131,912	-1.0%

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

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

$84,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG ERICKSON	Executive Dir.	40.00	Officer	$84,000	$0	$84,000
LEBARON MEYERS	Chairman	5.00	Officer Director	$0	$0	$0
TRISTA LEE	Treasurer	5.00	Officer Director	$0	$0	$0
JACOB MARTINEZ	Secretary	5.00	Officer Director	$0	$0	$0
ANDREA PESCE	Director	3.00	Director	$0	$0	$0
HILLARY BRYANT	Director	3.00	Director	$0	$0	$0
ALLISON STEITZ	Director	3.00	Director	$0	$0	$0
JASON BORGEN	Director	3.00	Director	$0	$0	$0
JAMES O'CONNOR	Director	3.00	Director	$0	$0	$0
ANNABELLE RODRIGUEZ	Director	3.00	Director	$0	$0	$0
BONNIE LIPSOMB	Director	3.00	Director	$0	$0	$0
DREW MEYER	Director	3.00	Director	$0	$0	$0
JON SIZK	Director	3.00	Director	$0	$0	$0
BRAD BARBEAU	Director	3.00	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
2024	No data	No data	No data	No data
2023	$258,518	$257,825	$229,345	$693
2022	$128,352	$260,264	$230,103	$-131,912
2021	$307,878	$236,875	$358,001	$71,003
2020	$294,204	$211,689	$286,946	$82,515
2019	$279,494	$290,102	$199,911	$-10,608
2018	$235,283	$123,465	$248,222	$111,818