SANTA CRUZ HIGH SCHOOL ALUMNI ASSOC

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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

1984

Legal Domicile

Phone

8315881953

Tax Period

2023-01-01 to 2023-12-31

SANTA CRUZ HIGH SCHOOL ALUMNI ASSOC, founded in 1984, is a micro nonprofit that reported $66K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $27K, a strong 41% operating margin.

Mission

PRIMARY MISSION IS TO PROVIDE SCHOLARSHIPS; SECONDARY MISSION IS TO PROVIDE SUPPORT TO STUDENT BODY AND STUDENTS, SCHOOL CLUBS AND BOOSTERS, ETC.

Program Service Accomplishments

Program 1

Expenses: $33,000

SCHOLARSHIPS IN VARIOUS AMOUNTS WERE AWARDED TO GRADUATING SENIORS AND UNDERGRADUATE ALUMNI.

Program 2

Expenses: $2,222

SEMIANNUAL NEWSLETTERS ARE MAILED TO APPROXIMATELY 4,000 ALUMNI MEMBERS WHICH DISSEMINATE INFORMATION REGARDING CURRENT SCHOOL ACTIVITIES AS WELL AS ALUMNI.

Program 3

Expenses: $2,195

MAINTAIN FILES ON ALL GRADUATES. FILES ARE UPDATED BY AN ALL VOLUNTEER STAFF AS INFORMATION IS RECEIVED. CLASS REUNION COMMITTEES DEPEND ON THESE FILES.

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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 $20,590

Program Service Revenue $2,025

Investment Income $40,715

Other Revenue $2,991

TOTAL REVENUE $66,321

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,417

Other Expenses $6,017

TOTAL EXPENSES $39,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,321	$58,619	+0.1%
Expenses	$39,017	$29,299	+0.3%
Net Income	$27,304	$29,320	-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

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
KIM JOSLIN	Treasurer	2.00	Officer Director	$0	$0	$0
JOHN HARWOOD	President	2.00	Officer Director	$0	$0	$0
LYNDA RANNALS	Vice President	2.00	Officer Director	$0	$0	$0
BILL STARRS	Secretary	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$66,321	$39,017	$1,757,618	$27,304
2022	$58,619	$29,299	$1,595,372	$29,320
2021	$96,093	$13,884	$1,745,474	$82,209
2020	$26,357	$12,543	$1,635,306	$13,814
2019	$46,285	$27,972	$1,750,784	$18,313
2018	$41,963	$28,000	$1,526,247	$13,963