TEMPLO CALVARIO COMMUNITY DEVELOPMENT CORPORATION

EIN: 770601589 501(c)(3) Community Improvement

SANTA ANA, CA

Total Revenue
$9,861,926
Total Expenses
$9,087,643
Total Assets
$8,240,939
Net Assets
$5,401,647
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
LEE DE LEON
Phone
7145433711
Tax Period
2022-07-01 to 2023-06-30

TEMPLO CALVARIO COMMUNITY DEVELOPMENT CORPORATION, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $9.9M in total revenue in fiscal year 2022. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $9.1M left a modest 8% surplus.

Mission

TEMPLO CALVARIO CDC EMPOWERS AND EDUCATES LOW TO MODERATE INCOME COMMUNITIES THROUGH A FOCUS ON AFFORDABLE HOUSING, ECONOMIC DEVELOPMENT PROGRAMS, AND EDUCATIONAL OPPORTUNITIES

Program Service Accomplishments

Program 1
Expenses: $7,390,776 Revenue: $8,704,616

EDWARD B. COLE SENIOR ACADEMY (EBC) - THE ORGANIZATION OPERATES THE EDWARD B. COLE SR. ACADEMY (A CHARTER SCHOOL) SERVING LOW INCOME FAMILIES IN THE HEART OF SANTA ANA. EBC IS A FREE, PUBLIC CHARTER...

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EDWARD B. COLE SENIOR ACADEMY (EBC) - THE ORGANIZATION OPERATES THE EDWARD B. COLE SR. ACADEMY (A CHARTER SCHOOL) SERVING LOW INCOME FAMILIES IN THE HEART OF SANTA ANA. EBC IS A FREE, PUBLIC CHARTER SCHOOL THAT HAS BEEN SERVING STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH 5TH GRADE IN SANTA ANA SINCE 2003. OVER THE PAST TWO YEARS, EBC INCREASED THE BREADTH OF ITS EXPANDED LEARNING PROGRAMMING TO INCLUDE TARGETED, EXTRACURRICULAR ACTIVITIES DESIGNED TO ADVANCE EQUITY IN EDUCATION AND HALT THE WIDENING ACHIEVEMENT GAP AMONG LOW-INCOME, SOCIALLY MARGINALIZED STUDENTS OF COLOR IN OUR COMMUNITY. EBC ENROLLED APPROXIMATELY 400 STUDENTS.

Program 2
Expenses: $154,561

OPERATION OF COMMUNITY DEVELOPMENT PROGRAMS:THE BANKING ON OUR YOUTH PROGRAM (BOY) IS A HIGHLY EFFECTIVE FINANCIAL LITERACY AND ENTREPRENEURSHIP PROGRAM DESIGNED TO HELP YOUNG PEOPLE IMPROVE THEIR...

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OPERATION OF COMMUNITY DEVELOPMENT PROGRAMS:THE BANKING ON OUR YOUTH PROGRAM (BOY) IS A HIGHLY EFFECTIVE FINANCIAL LITERACY AND ENTREPRENEURSHIP PROGRAM DESIGNED TO HELP YOUNG PEOPLE IMPROVE THEIR UNDERSTANDING OF FINANCIAL CONCEPTS AND SERVICES. THE PROGRAM AIMS TO EMPOWER YOUNG PEOPLE TO MAKE INFORMED FINANCIAL DECISIONS, ENABLING THEM TO IMPROVE THEIR FINANCIAL WELL-BEING WHILE EQUIPPING THEM WITH THE NECESSARY LEADERSHIP, TEAMWORK, AND ENTREPRENEURSHIP SKILLS TO SUCCEED ACADEMICALLY AND FINANCIALLY. THE PROGRAM HAS BEEN SUCCESSFUL IN PROVIDING $ 15,000 IN SCHOLARSHIPS AND 47 LAPTOPS TO ITS PARTICIPANTS. ALL 47 HIGH SCHOOL STUDENTS WHO PARTICIPATED IN THE PROGRAM SUCCESSFULLY COMPLETED IT AND ENTERED A COLLEGE OR UNIVERSITY THE FOLLOWING ACADEMIC YEAR. OFFERED 6 IN-PERSON CLASS SESSIONS THAT PROVIDED 47 STUDENTS WITH TOPICS SUCH AS MONEY HABITS, SPENDING PLANS, USING CREDIT, HOW INVESTING WORKS, ETC. PROVIDED 40 STUDENTS WITH IMMERSIVE FIELD TRIPS AT VARIOUS LOCAL BUSINESSES IN ORANGE COUNTY WITH THE PURPOSE OF GLEANING INDUSTRY KNOWLEDGE ON HOW TO RUN A SUCCESSFUL BUSINESS. CREATED ENTREPRENEURSHIP/MENTORSHIP OPPORTUNITIES FOR 100% OF STUDENTS ENROLLED IN THE PROGRAM THAT ENCOURAGED THEM TO LEARN HOW TO START A BUSINESS WITH THE COACHING OF THEIR MENTORS. THE 2022-2023 BOY PROGRAM CONCLUDED ON APRIL 29, 2023, WITH AN AWARDS CEREMONY FOR PROGRAM PARTICIPANTS. THANKS TO GRANT FUNDING FROM PACIFIC PREMIER BANK, ALL 47 STUDENTS RECEIVED $350 TOWARDS THEIR STUDENT SAVINGS ACCOUNTS. OF THE 47 STUDENTS WHO PARTICIPATED IN THE SMALL BUSINESS COMPETITION, THE TOP 4 TEAMS WERE AWARDED A TOTAL OF $25,000 IN FINANCIAL SCHOLARSHIPS THAT WILL SUPPORT OUR STUDENTS' POST-SECONDARY ENDEAVORS. THE BOY PROGRAM HAS BEEN INSTRUMENTAL IN PROVIDING STUDENTS WITH REAL-LIFE SKILLS, ENABLING THEM TO MAKE INFORMED DECISIONS ABOUT THEIR FINANCES AND TAKE CONTROL OF THEIR FINANCIAL FUTURES, AND DEMONSTRATING AN EXCELLENT UNDERSTANDING OF FINANCIAL CONCEPTS AND SERVICES. BY PARTICIPATING IN THE PROGRAM, STUDENTS HAVE GAINED VALUABLE LEADERSHIP, TEAMWORK, AND ENTREPRENEURSHIP SKILLS THAT WILL SERVE THEM WELL THROUGHOUT THEIR LIVES.PARENT PROJECT: TCCDC'S PARENT PROJECT, FORMERLY CALLED SANTA ANA PARENT PROJECT, IS A PEER-TO-PEER EDUCATIONAL PROGRAM DEDICATED TO EMPOWERING PARENTS AND CAREGIVERS OF CHILDREN IN SANTA ANA WITH THE INFORMATION, SKILLS, AND RESOURCES THEY NEED TO IMPROVE THEIR FAMILY'S SELF-SUFFICIENCY AND SUPPORT THE HEALTHY DEVELOPMENT OF THEIR CHILDREN. THIS PAST YEAR, THE PARENT PROJECT DELIVERED TO 9 COHORTS OF PARTICIPANTS AT 8 SCHOOLS AND 1 CHURCH. TRAINED 18 PARENT VOLUNTEERS (INCLUDING 9 NEW PARENT VOLUNTEERS RECRUITED THIS YEAR) AND 7 PARENT COUNCIL LEADERS TO BECOME PEER TRAINERS TO ADMINISTER THE PROGRAM. THIS INCLUDED HOSTING 2 WORKSHOPS THAT FOCUSED ON COMPUTER LITERACY AND MENTAL HEALTH. CELEBRATED 216 PARENTS WHO COMPLETED THE 13-WEEK RAISING HIGHLY CAPABLE KIDS CURRICULUM, A PEER-TO-PEER, EVIDENCE-BASED CURRICULUM THAT HAS BEEN DELIVERED SINCE THE PROGRAM'S INCEPTION. LAUNCHED PARENTS ON A MISSION CURRICULUM FOCUSES ON MENDING BROKEN RELATIONSHIPS AND HELPING PARENTS FIND INTERNAL PEACE BY OVERCOMING PAST ISSUES. ADDED AS A SECOND STEP AFTER THE RAISING HIGHLY CAPABLE KIDS CURRICULUM, WE PROUDLY ANNOUNCE THAT 41 PARENTS COMPLETED THIS SECOND CURRICULUM! EDUCATED 227 UNIQUE PARENT PROGRAM PARTICIPANTS ON IMPROVING THEIR FAMILY'S FINANCIAL STABILITY AND TRANSFORMING THEIR CHILDREN'S LONG-TERM BEHAVIORAL AND ACADEMIC TRAJECTORY, IMPACTING THE LIVES OF AN ESTIMATED 680 CHILDREN IN OUR COMMUNITY.SEGURO FAMILY FINANCIAL EMPOWERMENT CENTER (SEGURO): SEGURO IS A COMPREHENSIVE FINANCIAL EDUCATION PROGRAM THAT EMPOWERS INDIVIDUALS WITH THE SKILLS, KNOWLEDGE, AND AWARENESS TO OBTAIN THEIR FINANCIAL GOALS AND WELLNESS THROUGH FINANCIAL PATHWAY CLASSES, COUNSELING, AND COACHING. THIS TRANSFORMATIVE PROGRAM HELPS INDIVIDUALS CHANGE THEIR FINANCIAL BEHAVIOR AND PATTERNS AND ULTIMATELY CONTRIBUTES TO THE REVITALIZATION AND STABILIZATION OF OUR COMMUNITY. THIS PAST YEAR, THE SEGURO PROGRAM ENGAGED 92 PEOPLE IN AT LEAST ONE KEY SEGURO PROGRAM INITIATIVE, INCLUDING FINANCIAL LITERACY CLASSES AND HOME OWNERSHIP WORKSHOPS. DELIVERED A TOTAL OF 26 FINANCIAL LITERACY CLASSES FOR 4 COHORTS OF PROGRAM PARTICIPANTS. AS A RESULT, 100% OF PROGRAM PARTICIPANTS INDICATED THEY ARE ACTIVELY WORKING TOWARDS PAYING OFF THEIR DEBTS, 100% COMPLETED A FINANCIAL BUDGET, 100% REPORTED EXPERIENCING AN INCREASED LEVEL OF CONFIDENCE IN ACHIEVING A FINANCIAL GOAL, 100% REPORTED GAINING KNOWLEDGE OF THE TOOLS OR INFORMATION NECESSARY TO MANAGE THEIR MONEY, AND 100% INDICATED AN INCREASED LEVEL OF COMFORT ABOUT MANAGING A BUDGET. HOSTED 2 HOMEOWNERSHIP WORKSHOPS WITH 34 INDIVIDUALS IN ATTENDANCE. MATCHED 51 SEGURO PARTICIPANTS AND FINANCIAL COACHES AS MENTOR/MENTEESEMPOWERED SCHOLARS: THE EMPOWERED SCHOLARS PROGRAM BY TCCDC PROVIDED ENRICHMENT INITIATIVES TO EBC STUDENTS OUTSIDE OF SCHOOL, INCLUDING HOMEWORK HELP, LITERACY SUPPORT, STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATHEMATICS) ENRICHMENT, AND SOCIAL-EMOTIONAL LEARNING ACTIVITIES. THE PROGRAM GAVE STUDENTS ACCESS TO EXPERIENCES THEY TYPICALLY WOULD NOT HAVE HAD AND PROVIDED PERSONALIZED SUPPORT TO MEET THEIR ACADEMIC AND DEVELOPMENTAL NEEDS. THIS PLAYED AN INSTRUMENTAL ROLE IN THE OVERALL SUCCESS OF EBC STUDENTS. DURING THE 2022-2023 FISCAL YEAR, THE EMPOWERED SCHOLARS PROGRAM ACHIEVED THE FOLLOWING MILESTONES. EMPOWERED SCHOLARS SERVED 280 EBC STUDENTS THROUGHOUT THE SCHOOL YEAR WITH AN ASTONISHING 94% AVERAGE DAILY ATTENDANCE RATE! MORE THAN DOUBLED OUR STAFF, WHO WORKED CLOSELY WITH EBC STAFF TO ENSURE ONE COHESIVE COMMUNITY FOR OUR STUDENTS AND FAMILIES. HOSTED 17 INTERNS THROUGH OUR PARTNERSHIP WITH CALIFORNIA STATE FULLERTON AND VANGUARD UNIVERSITY. THIS PROVIDED CARING ADULT ROLE MODELS TO OUR STUDENTS WHILE ALSO GIVING THESE YOUNG PROFESSIONALS VALUABLE WORK EXPERIENCE AS THEY WORK TOWARDS THEIR TEACHING CREDENTIALS. SERVED 100 STUDENTS ON-SITE AT THE 2022 SUMMER CAMP AND LAUNCHED A SECOND SUMMER CAMP AT A COMMUNITY-BASED LOCATION THAT SERVED 50 CHILDREN IN THE COMMUNITY. HAD A TUTOR IN EVERY CLASSROOM (A TOTAL OF 13 TUTORS!) THAT ASSISTED STUDENTS WITH HOMEWORK AND SUPPORTED THEIR ACADEMIC STUDIES. IN PARTNERSHIP WITH THE PARENTIS FOUNDATION, THE EXPERIENCE CORPS OC INTERGENERATIONAL LITERACY PROGRAM PAIRED 25 OLDER ADULTS WITH 65 STUDENTS WHO DEMONSTRATED THE MOST SIGNIFICANT LEARNING LOSSES AND LITERACY DEFICITS. THE GOAL WAS TO IMPROVE LITERACY SKILLS, READING FLUENCY, AND READING COMPREHENSION THROUGH ONE-ON-ONE TUTORING SESSIONS. FACILITATED FIVE FIELD TRIPS, INCLUDING TO THE SAN DIEGO ZOO, BOOMERS PARK, AND THE MOVIE THEATRE. ADDED A BEHAVIORAL TEAM OF 2-3 PROFESSIONALS IN THE FIELD OF PSYCHOLOGY WHO CONDUCTED 1:1 AND/OR GROUP THERAPY SESSIONS WITH FAMILIES AND STUDENTS. THEY SUPERVISED A TEAM OF UNIVERSITY-LEVEL INTERNS TO ASSIST CHILDREN WITH BEHAVIORAL AND/OR MENTAL HEALTH CHALLENGES WITH INDIVIDUALIZED CLASSROOM SUPPORT. COLLABORATED WITH A NUMBER OF COMMUNITY-BASED ORGANIZATIONS, INCLUDING SECOND HARVEST FOOD BANK, GIRLS SCOUTS, BOYS HOPE GIRLS HOPE, AND CHILD CREATIVITY LAB.EMERGENCY ASSISTANCE IT IS HEARTENING TO NOTE THAT DESPITE THE UNPRECEDENTED CHALLENGES FACED BY THE COMMUNITIES WE SERVE, WE HAVE RISEN TO THE OCCASION AND EXTENDED OUR SUPPORT TO THOSE IN NEED. OUR EFFORTS HAVE RESULTED IN THE DISTRIBUTION OF FOOD BOXES TO 400 FAMILIES EVERY WEEK, COMPRISING OVER 50 LBS OF DRY AND PERISHABLE GOODS SUCH AS MILK, BEANS, RICE, FRESH FRUITS AND VEGETABLES, JUICES, PROTEIN BARS, CRACKERS, AND MORE. ADDITIONALLY, WE HAVE ALSO PROVIDED FINANCIAL ASSISTANCE TO 15 FAMILIES, TOTALING A GENEROUS SUM OF $6,500. WE REMAIN COMMITTED TO DOING OUR PART TO ADDRESS THE IMMEDIATE NEEDS OF OUR COMMUNITY AND LOOK FORWARD TO CONTINUING OUR EFFORTS IN THE FUTURE.AS A TRUSTED COMMUNITY PARTNER, WE FOCUS ON COLLABORATING WITH COMMUNITY GROUPS TO BROADEN OUR REACH TO OTHER PARTS OF ORANGE COUNTY, MOBILIZE COMMUNITY PARTNERS, AND DEVELOP EFFECTIVE AND MEANINGFUL SOLUTIONS THAT WILL LEAD TO POSITIVE OUTCOMES FOR FAMILIES IN OUR COMMUNITY.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,119,208
Program Service Revenue $8,704,616
Investment Income $38,102
Other Revenue $0
TOTAL REVENUE $9,861,926

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,755,121
Fundraising Expenses $58,452
Program Expenses $7,545,337
Other Expenses $3,332,522
TOTAL EXPENSES $9,087,643

Year-over-Year Comparison

2022 2021 Change
Revenue $9,861,926 $7,483,529 +0.3%
Expenses $9,087,643 $8,230,947 +0.1%
Net Income $774,283 $-747,418 -2.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
4
Employees
128
Volunteers
110

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
5
$358,291
Total Directors
6
$281,900
Key Employees
1
$200,619
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEE DE LEON PRESIDENT / CEO 40.00
Officer Director
$161,400 $0 $161,400
DANIEL DE LEON JR TREASURER 40.00
Officer Director
$120,500 $0 $120,500
MARIA GONZALEZ CHIEF DEVEL OFFICER 40.00
Officer
$76,391 $0 $76,391
NICHOLAS SESSIONS DIR OF EDUCATION 40.00
Key Emp
$156,000 $44,619 $200,619
ERIN BARTALUZZI PRINCIPAL 40.00
Highest
$102,500 $19,708 $122,208
DRAKE LEVASHEFF CHAIRMAN 1.00
Officer Director
$0 $0 $0
KATHERINE VU SECRETARY 1.00
Officer Director
$0 $0 $0
PETER GARCIA DIRECTOR 1.00
Director
$0 $0 $0
RANDELL BERGSTEDT DIRECTOR 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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $9,861,926 $9,087,643 $8,240,939 $774,283
2022 $7,483,529 $8,230,947 $7,063,248 $-747,418
2021 $6,961,932 $5,967,097 $6,258,051 $994,835
2020 $5,593,748 $6,035,921 $5,713,677 $-442,173
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