SANTA BARBARA HIGH SCHOOL ALUMNI ASSOCIATION (EIN 510191939) - 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

1975

Legal Domicile

Principal Officer

NATALIE RICHARDS-VERSOLA

Phone

8058865553

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA HIGH SCHOOL ALUMNI ASSOCIATION, founded in 1975, is a small nonprofit in the Education sector that reported $307K in total revenue in fiscal year 2024. The organization ran a surplus of $84K, a strong 27% operating margin.

Mission

EXTENDING THE GRADUATING SENIORS' EDUCATION. SCHOLARSHIPS AND SUPPORT FOR THE SCHOOL ARE AT THE CORE OF THE ASSOCIATION'S MISSION. THE PROGRAM IS STAFFED BY VOLUNTEERS SO THAT ALL MONIES CAN BE USED TO SUPPORT EDUCATION. TAX EXEMPT STATUS IS VITAL.

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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 $233,333

Program Service Revenue $0

Investment Income $69,485

Other Revenue $4,094

TOTAL REVENUE $306,912

Expense Breakdown

Grants Paid $220,000

Salaries & Benefits $0

Fundraising Expenses $4,062

Program Expenses $210,141

Other Expenses $3,379

TOTAL EXPENSES $223,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$306,912	$298,470	+0.0%
Expenses	$223,379	$234,136	0.0%
Net Income	$83,533	$64,334	+0.3%

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

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
GLORIA CAVALLERO	HISTORIAN	1.00	Officer Director	$0	$0	$0
SALLY FOXEN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE ORTIZ	EXECUTIVE SECRETARY	1.00	Officer Director	$0	$0	$0
SHARON HENNING	DIRECTOR OF MEMBERSHIPS	1.00	Officer Director	$0	$0	$0
ANNETTE CORDERO	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA MORININI	TREASURER	1.00	Officer Director	$0	$0	$0
JOSIE DEVINE	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE RICHARDS-VERSOLA	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES ELBERT	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER BARR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HELEN MURDOCH	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
CUCA ACOSTA	DIRECTOR	1.00	Director	$0	$0	$0
JAN BROOKS	DIRECTOR	1.00	Director	$0	$0	$0
LIA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
SHEVON HOOVER	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI JENSON WINSTON	DIRECTOR	1.00	Director	$0	$0	$0
ALBERTO LEON	DIRECTOR	1.00	Director	$0	$0	$0
JAIME LIMON	DIRECTOR	1.00	Director	$0	$0	$0
MINDA BITTLE	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA WRIGHT	DIRECTOR	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	$306,912	$223,379	$6,004,495	$83,533
2024	$298,470	$234,136	$5,616,130	$64,334
2023	$364,423	$288,591	$5,310,092	$75,832
2022	$357,257	$246,963	$5,287,692	$110,294
2021	$257,733	$244,749	$5,843,001	$12,984
2020	$512,122	$255,557	$4,996,749	$256,565
2019	$295,893	$251,145	$4,934,346	$44,748
2018	$316,392	$247,317	$4,811,633	$69,075

SANTA BARBARA HIGH SCHOOL ALUMNI ASSOCIATION