VISIT SANTA CRUZ COUNTY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Terence Concannon

Tax Period

2024-07-01 to 2025-06-30

VISIT SANTA CRUZ COUNTY, founded in 1988, is a community nonprofit in the Community Improvement sector that reported $3.2M in total revenue in fiscal year 2024.

Mission

CITY & COUNTY TOURISM PROMOTION

Program Service Accomplishments

Program 1

Expenses: $2,963,113 Revenue: $3,140,953

THE ORGANIZATION PROMOTED SANTA CRUZ CITY & COUNTY AS A TOURIST AND CONFERENCE DESTINATION PRIMARILY THROUGH ITS WEBSITE, PRINT ADS, BROCHURES AND MAGAZINES TO PROMOTE THE WELFARE OF THE RESIDENTS OF SANTA CRUZ COUNTY BY STIMULATING THE ECONOMY.THE ORGANIZATION MANAGES THE SANTA CRUZ COUNTY TOURISM MARKETING DISTRICT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,140,953

Investment Income $40,257

Other Revenue $0

TOTAL REVENUE $3,181,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,187,968

Fundraising Expenses $0

Program Expenses $2,963,113

Other Expenses $1,937,517

TOTAL EXPENSES $3,125,485

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,181,210	$3,163,927	+0.0%
Expenses	$3,125,485	$3,132,735	0.0%
Net Income	$55,725	$31,192	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$230,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terence Concannon	Executive Dir.	40.00	Officer	$230,300	$0	$230,300
Doug Lord	President	2.00	Officer Director	$0	$0	$0
Susie O'Hara	Board Member	2.00	Director	$0	$0	$0
Jess Brown	Board Member	2.00	Director	$0	$0	$0
Owen Lawlor	Board Member	2.00	Director	$0	$0	$0
Josh Belcher	Board Member	2.00	Director	$0	$0	$0
Kent Berman	Board Member	2.00	Director	$0	$0	$0
Consuelo Alba	Board Member	2.00	Director	$0	$0	$0
Mercedes Lewis	At-Large	2.00	Officer Director	$0	$0	$0
Keiki McKay	Board Member	2.00	Director	$0	$0	$0
Zoe Carter	Board Member	2.00	Director	$0	$0	$0
Bhavana Patel	Treasurer	2.00	Officer Director	$0	$0	$0
Zachary Davis	Secretary	2.00	Officer Director	$0	$0	$0
Jeanette Guire	Board Member	2.00	Director	$0	$0	$0
John Pickart	Board Member	2.00	Director	$0	$0	$0
Justin Cummings	Board Member	2.00	Director	$0	$0	$0
Herman Wuysang	Board Member	2.00	Director	$0	$0	$0
Gar Eidam	Board Member	2.00	Director	$0	$0	$0
Sonja Brunner	Board Member	2.00	Director	$0	$0	$0
Victor Patel	Board Member	2.00	Director	$0	$0	$0
Bijal Patel	Board Member	2.00	Director	$0	$0	$0
Gerry Jensen	Board Member	2.00	Director	$0	$0	$0
Foster Andersen	Board Member	2.00	Director	$0	$0	$0
Hector Escobedo	Board Member	2.00	Director	$0	$0	$0
Bhavesh Patel	Board Member	2.00	Director	$0	$0	$0
Morgan Stuart	Vice President	2.00	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	$3,181,210	$3,125,485	$2,819,271	$55,725
2024	$3,163,927	$3,132,735	$2,502,063	$31,192
2023	$3,090,368	$3,058,151	$2,155,039	$32,217
2022	$3,056,246	$2,965,889	$2,111,555	$90,357
2021	$2,439,375	$2,408,595	$2,373,577	$30,780
2020	$2,329,943	$2,207,723	$2,153,757	$122,220
2019	$2,728,233	$2,671,763	$1,920,845	$56,470