Santa Cruz Triathlon Association

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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

Program Service Accomplishments

Program 1

Expenses: $21,851 Revenue: $0

THE ASSOCIATION ACHIEVES THEIR EXEMPT PURPOSE TO EDUCATE THE GENERAL PUBLIC IN TRIATHLON AND HEALTH RELATED ACTIVITIES BY MEANS OF THE ANNUAL SANTA CRUZ TRIATHLON AND NU2TRI PROGRAM. THE VARIOUS...

THE ASSOCIATION ACHIEVES THEIR EXEMPT PURPOSE TO EDUCATE THE GENERAL PUBLIC IN TRIATHLON AND HEALTH RELATED ACTIVITIES BY MEANS OF THE ANNUAL SANTA CRUZ TRIATHLON AND NU2TRI PROGRAM. THE VARIOUS PROGRAMS OF THE ASSOCIATION INCLUDES LECTURES AND GUEST SPEAKERS BI-MONTHLY MEETINGS AND A WEBSITE INFORMATION SOURCE. IT IS THE ASSOCIATIONS GOAL TO EDUCATE PROVIDE GUIDANCE AND AID IN THE DEVELOPMENT OF TRIATHLON AND INCREASE PUBLIC AWARENESS OF THE SPORT. THROUGH SUPPORT AND COORDINATION WITH USA TRIATHLON THE ASSOCIATION STAYS ABREAST IN THE LATEST DEVELOPMENTS IN TRIATHLON. FURTHER GOALS OF THE ASSOCIATION INCLUDE FOSTERING OF COMPETITION IN FURTHERANCE OF THE SPORT AS WELL AS TO PROMOTE TRIATHLON SAFETY AND PROMOTE THE HEALTHY DRUG-FREE PRACTICE OF TRIATHLON.

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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