Santa Rosa City Employees Association (EIN 510190912) - 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

1948

Legal Domicile

Principal Officer

Vicki Alton

Phone

7075433228

Tax Period

2023-07-01 to 2024-06-30

Santa Rosa City Employees Association, founded in 1948, is a small nonprofit in the Employment sector that reported $105K in total revenue in fiscal year 2023. Revenue surged 1144% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 94% operating margin.

Mission

Negotation of employment contracts and representation of city employees during grievance/disciplinary proceedings. Publication of newsletter for dissemination of relevant information to members.

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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 $0

Program Service Revenue $0

Investment Income $104,598

Other Revenue $0

TOTAL REVENUE $104,598

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,770

TOTAL EXPENSES $5,770

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,598	$8,408	+11.4%
Expenses	$5,770	$15,095	-0.6%
Net Income	$98,828	$-6,687	-15.8%

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

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
Chris Huffman	President	1.00	Director	$0	$0	$0
Steve Brady	Vice President	1.00	Director	$0	$0	$0
Vicki Alton	Treasurer	1.00	Director	$0	$0	$0
Jeff Bitner	Board Member	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	No data	No data	No data	No data
2024	$104,598	$5,770	$200,096	$98,828
2023	$8,408	$15,095	$101,269	$-6,687
2022	$7,309	$13,935	$153,165	$-6,626
2021	$7,977	$18,074	$163,502	$-10,097
2020	$17,307	$19,851	$174,429	$-2,544
2019	$49,668	$53,872	$177,212	$-4,204

Santa Rosa City Employees Association