THRIVE SANTA ANA (EIN 820724453) - 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

Phone

7143929692

Tax Period

2024-01-01 to 2024-12-31

THRIVE SANTA ANA, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $863K, a strong 66% operating margin.

Mission

THRIVE SANTAS MISSION IS TO BUILD COMMUNITY WEALTH AND HEALTHY NEIGHBORHOODS IN SANTA ANA THROUGH LAND STEWARDSHIP AND MULTI GENERATIONAL RESIDENT LEADERSHIP.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,306,162

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,306,162

Expense Breakdown

Grants Paid $14,413

Salaries & Benefits $169,589

Fundraising Expenses $41,177

Program Expenses $302,266

Other Expenses $245,646

TOTAL EXPENSES $442,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,306,162	$601,888	+1.2%
Expenses	$442,976	$158,433	+1.8%
Net Income	$863,186	$443,455	+0.9%

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

Volunteers

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

$80,578

Key Employees

$144,520

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUIS SARMIENTO	DIRECTOR/PROGRAM DIRECTOR	40.00	Director Key Emp	$80,578	$0	$80,578
JORDAN PEREZ	EXEC DIRECTOR	40.00	Key Emp	$63,942	$0	$63,942
ANA URZUA	PRESIDENT	5.00	Officer Director	$0	$0	$0
APOLONIO CORTES	SECRETARY	5.00	Officer Director	$0	$0	$0
CESAR COVARRUBIAS	TREASURER	5.00	Officer Director	$0	$0	$0
ANA CHARGO	DIRECTOR	5.00	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
2024	$1,306,162	$442,976	$2,197,826	$863,186
2023	$601,888	$158,433	$1,160,285	$443,455
2022	$311,816	$176,339	$599,695	$135,477
2021	$228,950	$79,673	$421,342	$149,277
2020	$234,153	$46,687	$246,090	$187,466

THRIVE SANTA ANA