SANTA CRUZ VALLEY OPPORTUNITIES IN EDUCATION INC

EIN: 860953482 501(c)(3) Education

TUBAC, AZ

Total Revenue
$1,092,726
Total Expenses
$1,119,882
Total Assets
$1,604,437
Net Assets
$1,162,407
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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
1999
Legal Domicile
AZ
Principal Officer
ROBERT OCHOA
Phone
5203980536
Tax Period
2024-07-01 to 2025-06-30

SANTA CRUZ VALLEY OPPORTUNITIES IN EDUCATION INC, founded in 1999, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024.

Mission

PRIMARY EDUCATION

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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 (2024)

Revenue Breakdown

Contributions & Grants $58,405
Program Service Revenue $1,034,321
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,092,726

Expense Breakdown

Grants Paid $0
Salaries & Benefits $798,988
Fundraising Expenses $0
Program Expenses $988,185
Other Expenses $320,894
TOTAL EXPENSES $1,119,882

Year-over-Year Comparison

2024 2023 Change
Revenue $1,092,726 $1,038,536 +0.1%
Expenses $1,119,882 $955,936 +0.2%
Net Income $-27,156 $82,600 -1.3%
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

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Governance

Voting Members
3
Independent Members
3
Employees
20
Volunteers
1

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
3
$0
Total Directors
4
$83,879
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMANDA HUERTA Director 40.00
Director
$82,394 $1,485 $83,879
ROBERT OCHOA President & CEO 1.00
Officer Director
$0 $0 $0
CLAUDIA WELDEN Secretary 1.00
Officer Director
$0 $0 $0
KATHLEEN FAHEY Treasurer 1.00
Officer 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 $1,092,726 $1,119,882 $1,604,437 $-27,156
2024 $1,038,536 $955,936 $1,720,586 $82,600
2023 $1,382,000 $987,034 $1,718,827 $394,966
2022 $1,153,306 $803,259 $1,413,468 $350,047
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