SANTA CRUZ DERBY GROMS (EIN 841906425) - 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

2019

Legal Domicile

Principal Officer

SHANA KERR

Phone

4802292922

Tax Period

2025-01-01 to 2025-12-31

SANTA CRUZ DERBY GROMS, founded in 2019, is a small nonprofit in the Recreation & Sports sector that reported $201K in total revenue in fiscal year 2025. The organization ran a surplus of $36K, a strong 18% operating margin.

Mission

TO NURTURE BOLD SELF-CONFIDENCE IN YOUTH BY DEVELOPING TEAMWORK AND ATHLETIC ABILITY WHILE TREASURING INDIVIDUALTY IN A CULTURE OF INTEGRATION, ENCOURAGEMENT, AND SERVICE TO OTHERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $28,164

Program Service Revenue $135,782

Investment Income $12,957

Other Revenue $24,256

TOTAL REVENUE $201,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,759

Other Expenses $164,834

TOTAL EXPENSES $164,834

Year-over-Year Comparison

	2025	2024	Change
Revenue	$201,159	$198,722	+0.0%
Expenses	$164,834	$145,255	+0.1%
Net Income	$36,325	$53,467	-0.3%

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

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
SHANA KERR	President	10.00	Officer Director	$0	$0	$0
TRINA MCCONNER	Secretary	5.00	Officer Director	$0	$0	$0
VANESSA PLATT	Treasurer	1.00	Officer Director	$0	$0	$0
CHRIS KERR	Vice President	10.00	Officer Director	$0	$0	$0
YVONNE DIETRICH	Director	5.00	Director	$0	$0	$0
JOLIE MACIAS	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
2025	$201,159	$164,834	$413,291	$36,325
2024	$198,722	$145,255	$376,966	$53,467

SANTA CRUZ DERBY GROMS