AMIGOS DE SANTA CRUZ FOUNDATION (EIN 912155843) - 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

1998

Legal Domicile

Principal Officer

DAVINA RATCLIFFE

Phone

3605676940

Tax Period

2024-01-01 to 2024-12-31

AMIGOS DE SANTA CRUZ FOUNDATION, founded in 1998, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $887K left a modest 12% surplus.

Mission

THE MISSION OF AMIGOS DE SANTA CRUZ IS TO IMPROVE THE LIVES OF THE INDIGENOUS PEOPLE OF SANTA CRUZ LA LAGUNA AND SURROUNDING VILLAGES THROUGH SUPPORT FOR EDUCATION AND SUSTAINABLE ECONOMIC EMPOWERMENT.

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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 $576,200

Program Service Revenue $277,353

Investment Income $21,501

Other Revenue $135,173

TOTAL REVENUE $1,010,227

Expense Breakdown

Grants Paid $668,511

Salaries & Benefits $42,814

Fundraising Expenses $88,765

Program Expenses $716,941

Other Expenses $159,633

TOTAL EXPENSES $887,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,010,227	$829,314	+0.2%
Expenses	$887,349	$721,656	+0.2%
Net Income	$122,878	$107,658	+0.1%

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

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
KAREN BARTH	SECRETARY	3.00	Officer Director	$0	$0	$0
LEE BEAL	TREASURER	4.00	Officer Director	$0	$0	$0
SANTOS CANEL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROYSTON DELANEY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JENNIFER GEIST	BOARD MEMBER	3.00	Director	$0	$0	$0
CAROLYN JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVINA RATCLIFFE	PRESIDENT	4.00	Officer Director	$0	$0	$0
RILEY SISE	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK VOROBIK	BOARD MEMBER	2.00	Director	$0	$0	$0
VIRGINIA ZINSER	BOARD MEMBER	2.00	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	$1,010,227	$887,349	$959,321	$122,878
2023	$829,314	$721,656	$812,910	$107,658
2022	$626,650	$720,608	$733,741	$-93,958
2021	$631,399	$602,925	$829,639	$28,474
2020	$548,396	$603,379	$817,600	$-54,983
2019	$605,921	$529,773	$868,603	$76,148
2018	$439,432	$473,316	$748,842	$-33,884

AMIGOS DE SANTA CRUZ FOUNDATION