SANTA CRUZ VALLEY HERITAGE ALLIANCE INC (EIN 834384170) - 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

2020

Legal Domicile

Phone

5209062356

Tax Period

2024-01-01 to 2024-12-31

SANTA CRUZ VALLEY HERITAGE ALLIANCE INC, founded in 2020, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 211% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 12% surplus.

Mission

The Organization is the local coordinating entity of the Santa Cruz Valley National Heritage Area and serves to connect people to the cultural and historic foundations and the living landscapes of the Santa Cruz Valley and actively works towards its long-term stewardship.

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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 $1,136,112

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,136,112

Expense Breakdown

Grants Paid $579,518

Salaries & Benefits $177,431

Fundraising Expenses $678

Program Expenses $947,631

Other Expenses $244,028

TOTAL EXPENSES $1,000,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,136,112	$365,412	+2.1%
Expenses	$1,000,977	$376,379	+1.7%
Net Income	$135,135	$-10,967	-13.3%

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

Volunteers

989

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
LINDA MAYRO	VICE PRESIDENT	1.60	Director	$0	$0	$0
FRANCES VILLA	DIRECTOR	0.20	Director	$0	$0	$0
ROBERT MIRANDA	DIRECTOR	0.85	Director	$0	$0	$0
LAURINDA OSWALD	DIRECTOR	0.30	Officer	$0	$0	$0
MARY DAHL	PRESIDENT	2.40	Officer	$0	$0	$0
ANITA BADERTSCHER	SECRETARY	1.50	Officer	$0	$0	$0
CLIFF WOOD	DIRECTOR	0.10	Officer	$0	$0	$0
AUGIE GARCIA	DIRECTOR	0.10	Officer	$0	$0	$0
RICHARD FE TOM	TREASURER	0.60	Officer	$0	$0	$0
LESLEY KONTOWICZ	EXECUTIVE DIRECTOR	40.00	Officer	$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	$1,136,112	$1,000,977	$214,969	$135,135
2023	$365,412	$376,379	$76,665	$-10,967
2022	$184,466	$159,024	$56,429	$25,442

SANTA CRUZ VALLEY HERITAGE ALLIANCE INC