COMMUNITY FOUNDATION SANTA CRUZ CO… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

SABINE DUKES

Phone

8316622000

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION SANTA CRUZ COUNTY, founded in 1982, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $50.4M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21.7M, a strong 43% operating margin.

Mission

TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.WE BRING TOGETHER PEOPLE, IDEAS, AND RESOURCES TO INSPIRE PHILANTHROPY AND ACCOMPLISH GREAT THINGS.

Program Service Accomplishments

Program 1

Expenses: $27,683,000 Revenue: $385,440

DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $45,052,678

Program Service Revenue $290,996

Investment Income $5,363,749

Other Revenue $-326,392

TOTAL REVENUE $50,381,031

Expense Breakdown

Grants Paid $24,869,923

Salaries & Benefits $2,748,534

Fundraising Expenses $318,956

Program Expenses $27,683,000

Other Expenses $1,015,331

TOTAL EXPENSES $28,633,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,381,031	$40,392,988	+0.2%
Expenses	$28,633,788	$36,616,478	-0.2%
Net Income	$21,747,243	$3,776,510	+4.8%

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

$546,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE HAFF	PRESIDENT	1.00	Officer Director	$0	$0	$0
TREVOR STRUDLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM WEISENSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS MURPHY	SECRETARY	1.00	Director	$0	$0	$0
GINA CASTANEDA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DOOLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA ELENA DE LA GARZA	BOARD MEMBER	1.00	Director	$0	$0	$0
LILIANA 'LILI' DIAZ	BOARD MEMBER	1.00	Director	$0	$0	$0
LAWRENCE 'LARRY' DONATONI	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG FISCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROGELIO PONCE	BOARD MEMBER	1.00	Director	$0	$0	$0
KIRK SCHMIDT	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDY SKEES	BOARD MEMBER	1.00	Director	$0	$0	$0
SIERRA RYAN	BOARD MEMBER	0.00	Director	$0	$0	$0
LISA LURIE	SECRETARY	0.00	Director	$0	$0	$0
JAMES C THOMPSON	BOARD MEMBER	0.00	Director	$0	$0	$0
KEVIN HEUER	BOARD MEMBER	0.00	Director	$0	$0	$0
HEIDI LUCKENBACH	BOARD MEMBER	0.00	Director	$0	$0	$0
ROB ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
AUDRIES BLAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA FRASER	BOARD MEMBER	1.00	Director	$0	$0	$0
SABINE DUKES	CHIEF OPERATING & FINANCIAL OFFICER/TREASURER	40.00	Officer	$214,366	$31,840	$246,206
SUSAN TRUE	CEO	40.00	Officer	$271,176	$28,635	$299,811
TIM CARSON	PROGRAM DIRECTOR - RWMF	1.00	Highest	$156,464	$25,535	$181,999
ROBERT SWARTZ	EMPLOYEE	1.00	Highest	$157,166	$7,530	$164,696
ALEXANDRA URBICK	CONTROLLER	1.00	Highest	$145,787	$12,234	$158,021

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	No data	No data	No data	No data
2023	$50,381,031	$28,633,788	$223,502,260	$21,747,243
2022	$40,392,988	$36,616,478	$185,548,177	$3,776,510
2021	$52,106,005	$28,345,501	$201,628,792	$23,760,504
2020	$38,636,181	$24,905,321	$166,657,786	$13,730,860
2019	$24,151,336	$15,388,344	$147,953,324	$8,762,992
2018	$22,970,249	$15,314,058	$126,718,872	$7,656,191

COMMUNITY FOUNDATION SANTA CRUZ COUNTY