Santa Cruz HIO dba SCHIO (EIN 814978262) - 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

2016

Legal Domicile

Principal Officer

DANIEL CHAVEZ

Phone

8314657874

Tax Period

2022-07-01 to 2023-06-30

Santa Cruz HIO dba SCHIO, founded in 2016, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2022. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $2.2M exceeded revenue, resulting in a 52% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO ENABLE AND SUPPORT THE HEALTHCARE COMMUNITY IN THE CENTRAL COAST REGION TO APPROPRIATELY AND SECURELY SHARE DATA IN ORDER TO FACILITATE CARE, REDUCE COSTS AND IMPROVE HEALTHCARE OUTCOMES. SCHIO PROVIDES

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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 (2022)

Revenue Breakdown

Contributions & Grants $150,000

Program Service Revenue $1,304,189

Investment Income $660

Other Revenue $0

TOTAL REVENUE $1,454,849

Expense Breakdown

Grants Paid $0

Salaries & Benefits $971,512

Fundraising Expenses $0

Program Expenses $1,947,412

Other Expenses $1,236,195

TOTAL EXPENSES $2,207,707

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,454,849	$2,563,603	-0.4%
Expenses	$2,207,707	$2,053,719	+0.1%
Net Income	$-752,858	$509,884	-2.5%

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
ROBERT JORDAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
EMILY CHUNG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TONY BALISTRERI	TREASURER	2.00	Officer Director	$0	$0	$0
DOMNINIQUE HOLLISTER	SECRETARY	2.00	Officer Director	$0	$0	$0
ERICA PADILLA CHAVEZ	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE CONNER	DIRECTOR	2.00	Director	$0	$0	$0
LAURA DALTON	DIRECTOR	2.00	Director	$0	$0	$0
DEANDRE JAMES	DIRECTOR	2.00	Director	$0	$0	$0
MARITZA LARA	DIRECTOR	2.00	Director	$0	$0	$0
FARIS SABBAH	DIRECTOR	2.00	Director	$0	$0	$0
SERGIO NELL	DIRECTOR	2.00	Director	$0	$0	$0
VAN WONG	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL CHAVEZ	EXECUTIVE DIRECTOR	40.00	Key Emp	$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	$1,454,849	$2,207,707	$1,411,964	$-752,858
2023	$1,454,849	$2,207,707	$1,411,964	$-752,858
2022	$2,563,603	$2,053,719	$2,048,759	$509,884
2021	$2,141,413	$1,627,208	$1,626,587	$514,205
2020	$1,205,254	$1,008,545	$1,020,407	$196,709
2019	$927,394	$947,166	$746,776	$-19,772

Santa Cruz HIO dba SCHIO