SANTA CRUZ CO ANIMAL SHELTER FOUNDATION (EIN 510439604) - 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

2002

Legal Domicile

Principal Officer

Sally Wing

Phone

5177931637

Tax Period

2023-01-01 to 2023-12-31

SANTA CRUZ CO ANIMAL SHELTER FOUNDATION, founded in 2002, is a small nonprofit in the Animal-Related sector that reported $285K in total revenue in fiscal year 2023. The organization ran a surplus of $45K, a strong 16% operating margin.

Mission

TO SUPPORT SANTA CRUZ COUNTY ANIMAL SERVICES AUTHORITY THROUGH EDUCATION, PUBLIC AWARENESS, FUND RAISING, SUPPORT OF CURRENT PROJECTS, AND ESTABLISHMENT OF NEW PROJECTS.

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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 $284,948

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $284,948

Expense Breakdown

Grants Paid $226,610

Salaries & Benefits $0

Fundraising Expenses $3,393

Program Expenses $227,353

Other Expenses $13,755

TOTAL EXPENSES $240,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$284,948	$285,381	0.0%
Expenses	$240,365	$370,387	-0.4%
Net Income	$44,583	$-85,006	-1.5%

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
Kathy Helmer	Secretary	6.00	Officer	$0	$0	$0
Sally Wing	President	8.00	Officer	$0	$0	$0
Nancie Newby	Treasurer	12.00	Officer	$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	$284,948	$240,365	$1,844,303	$44,583
2022	$285,381	$370,387	$1,799,720	$-85,006
2021	$1,910,775	$543,337	$1,735,824	$1,367,438
2020	$464,422	$8,011	$456,411	$456,411

SANTA CRUZ CO ANIMAL SHELTER FOUNDATION