Santa Cruz Triathlon Association (EIN 770554898) - 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

2000

Legal Domicile

Principal Officer

Cathy Yoon

Phone

8313257616

Tax Period

2023-01-01 to 2023-12-31

Santa Cruz Triathlon Association, founded in 2000, is a micro nonprofit in the Recreation & Sports sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO EDUCATE THE GENERAL PUBLIC IN TRIATHLONS AND OTHER HEALTH RELATED ACTIVITIES

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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 $11,492

Program Service Revenue $11,492

Investment Income $0

Other Revenue $-6,569

TOTAL REVENUE $16,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,851

Other Expenses $22,653

TOTAL EXPENSES $22,653

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,415	$23,931	-0.3%
Expenses	$22,653	$25,398	-0.1%
Net Income	$-6,238	$-1,467	+3.3%

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
CALVIN MEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHY YOON	TREASURER	2.00	Officer Director	$0	$0	$0
SARAH KLETZER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID RABOW	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE DOINIDIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BJ SNIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
PERIAN FEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JON ERSKINE	BOARD MEMBER	1.00	Director	$0	$0	$0
LEONARD GEORGE	BOARD MEMBER	1.00	Director	$0	$0	$0
JACOB CASTANON	BOARD MEMBER	1.00	Director	$0	$0	$0
GEOFF DRAKE	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
2023	$16,415	$22,653	$50,876	$-6,238
2022	$23,931	$25,398	$57,114	$-1,467
2021	$26,415	$22,970	$58,581	$3,445

Santa Cruz Triathlon Association