SANTA ANNA FOUNDATION

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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

1996

Legal Domicile

Principal Officer

Rod Musick

Tax Period

2024-01-01 to 2024-12-31

SANTA ANNA FOUNDATION, founded in 1996, is a small nonprofit in the Unknown sector that reported $793K in total revenue in fiscal year 2024.

Mission

The Santa Anna Foundation is formed to improve the quality of life in the Santa Anna community by conducting activities that will help with historical preservation, economic and community development, scholastic development, and assistance with other special projects that might arise in the future.

Program Service Accomplishments

Program 1

Expenses: $600 Revenue: $0

Two grants of $300 each were given to the local Meals on Wheels organization.

Program 2

Expenses: $525 Revenue: $0

Santa Anna Foundation bought five sets of protective leather welding apparel and automatic darkening welding helmets for the local public school trades classes.

Program 3

Expenses: $500 Revenue: $0

The Foundation gave $500 to the Santa Anna Volunteer Fire Department in support of wildfire fighting.

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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 $788,561

Program Service Revenue $0

Investment Income $4,571

Other Revenue $0

TOTAL REVENUE $793,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,625

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$793,132	N/A	N/A
Expenses	N/A	$1,600	-1.0%
Net Income	N/A	$-1,600	N/A

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
Rod Musick	Executive Director	5.00	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	$793,132	No data	$803,738	No data