SANTA CRUZ ZEN CENTER

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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

SARA MCLELLAN

Phone

8314570206

Tax Period

2024-01-01 to 2024-12-31

SANTA CRUZ ZEN CENTER, founded in 1974, is a small nonprofit that reported $127K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $112K left a modest 11% surplus.

Mission

THE PURPOSE OF SANTA CRUZ ZEN CENTER IS TO EMBODY AND COMMUNICATE THE TEACHINGS OF BUDDHA. OUR UNDERSTANDING OF THE NON-DUALITY OF WISDOM, PRACTICE, AND REALIZATION HAS BEEN CONVEYED THROUGH THE SOTO SCHOOL. THE CENTER'S FOCUS IS ON INTEGRATING ZEN PRACTICE AND EVERYDAY LIFE.

Program Service Accomplishments

Program 1

Expenses: $33,646 Revenue: $39,299

TWICE DAILY MEDITATION SERVICES OFFERED FREE. WEEKLY MEDITATION PROGRAM AND LECTURES OFFERED FREE. INTRODUCTION CLASSES AND INSTRUCTION.

Program 2

Expenses: $4,697 Revenue: $6,692

PERIODIC ON- AND OFF-SITE RETREATS.

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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 $37,023

Program Service Revenue $45,991

Investment Income $43,742

Other Revenue $0

TOTAL REVENUE $126,756

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $1,765

Program Expenses $38,343

Other Expenses $111,350

TOTAL EXPENSES $112,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,756	$102,366	+0.2%
Expenses	$112,350	$108,345	+0.0%
Net Income	$14,406	$-5,979	-3.4%

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

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
JANE ARNY	TREASURER	20.00	Officer Director	$0	$0	$0
SHAKTI BELL	DIRECTOR	20.00	Director	$0	$0	$0
ANITA MARIE ELLIOTT	VICE-PRESIDE	20.00	Officer Director	$0	$0	$0
CHRISTINE MAREZ	DIRECTOR	20.00	Director	$0	$0	$0
SANDRA MCCANN	DIRECTOR	20.00	Director	$0	$0	$0
SARA MCLELLAN	PRESIDENT	20.00	Officer Director	$0	$0	$0
RENE NETTER	DIRECTOR	20.00	Director	$0	$0	$0
LISA NOBLE	DIRECTOR	20.00	Director	$0	$0	$0
GILBERT RAMIREZ	DIRECTOR	20.00	Director	$0	$0	$0
MAX SWANGER	SECRETARY	20.00	Officer 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	No data	No data	No data	No data
2024	$126,756	$112,350	$1,324,152	$14,406
2023	$102,366	$108,345	$1,310,196	$-5,979
2022	$103,370	$118,297	$1,316,725	$-14,927
2021	$176,928	$112,704	$1,334,702	$64,224
2020	$86,858	$98,138	$1,266,628	$-11,280
2019	$151,241	$110,805	$1,276,508	$40,436
2018	$125,709	$111,355	$1,236,072	$14,354