COMMUNITY FOUNDATION SANTA CRUZ COUNTY

EIN: 942808039 501(c)(3) Philanthropy & Grantmaking

APTOS, CA

Total Revenue
$50,381,031
Total Expenses
$28,633,788
Total Assets
$223,502,260
Net Assets
$197,787,288
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CA
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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
24
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
5
$546,017
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
3
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
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare COMMUNITY FOUNDATION SANTA CRUZ COUNTY with other nonprofits in California and across the country.