SANTA ANA COLLEGE FOUNDATION (EIN 956209198) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

CHRISTINA ROMERO

Phone

7145646095

Tax Period

2024-07-01 to 2025-06-30

SANTA ANA COLLEGE FOUNDATION, founded in 1968, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $399K, a strong 19% operating margin.

Mission

TO MAINTAIN, EXPAND AND ENHANCE THE EDUCATIONAL OPPORTUNITIES OF SANTA ANA COLLEGE BY LINKING COMMUNITY ORGANIZATIONS, BUSINESSES, FUNDING SOURCES, ALUMNI AND STAFF, THUS PRESERVING OUR NEAR CENTURY OF "A HISTORY OF SUCCESS, A FUTURE PROMISE."

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $989,409

Program Service Revenue $0

Investment Income $1,149,981

Other Revenue $-619

TOTAL REVENUE $2,138,771

Expense Breakdown

Grants Paid $956,559

Salaries & Benefits $215,826

Fundraising Expenses $121,917

Program Expenses $1,274,856

Other Expenses $567,054

TOTAL EXPENSES $1,739,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,138,771	$1,278,423	+0.7%
Expenses	$1,739,439	$1,506,080	+0.2%
Net Income	$399,332	$-227,657	-2.8%

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

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

$326,935

Total Directors

$326,935

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA ROMERO	EXECUTIVE DIRECTOR	40.00	Officer Director	$222,589	$104,346	$326,935
KRISTIN CRELLIN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID VALENTIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TERESA GONZALEZ-ANAYA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
YAREIRY ALBA	SECRETARY	2.00	Officer Director	$0	$0	$0
ED HALVERSON	TREASURER	2.00	Officer Director	$0	$0	$0
CLAYTON RIVEST	DEPUTY OF FINANCE	2.00	Officer Director	$0	$0	$0
KEN PURCELL	SENIOR ADVISOR	2.00	Officer Director	$0	$0	$0
MARK MCLOUGHLIN	SENIOR ADVISOR	2.00	Officer Director	$0	$0	$0
LEWIS BRATCHER	MEMBER	2.00	Director	$0	$0	$0
ALBERTA D CHRISTY	MEMBER	2.00	Director	$0	$0	$0
IGNACIO A MUNIZ	MEMBER	2.00	Director	$0	$0	$0
JUAN GONZALEZ	MEMBER	2.00	Director	$0	$0	$0
MADELINE GRANT	MEMBER	2.00	Director	$0	$0	$0
JENA JENSEN	MEMBER	2.00	Director	$0	$0	$0
JAYNE C MUNOZ	MEMBER	2.00	Director	$0	$0	$0
RAMIRO OCHOA	MEMBER	2.00	Director	$0	$0	$0
FORTINO RIVERA	MEMBER	2.00	Director	$0	$0	$0
ALEX BARRERA	MEMBER	2.00	Director	$0	$0	$0
DENNIS FARRELL	MEMBER	2.00	Director	$0	$0	$0
DR ANNEBELLE NERY	MEMBER	2.00	Director	$0	$0	$0
SAM RUIZ	MEMBER	2.00	Director	$0	$0	$0
JOSE A HERNANDEZ	MEMBER	2.00	Director	$0	$0	$0
JOY LOO KIM	MEMBER (FROM FEB '25)	2.00	Director	$0	$0	$0
DANIEL STEFANO	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
2025	$2,138,771	$1,739,439	$15,156,916	$399,332
2024	No data	No data	No data	No data
2023	$1,290,022	$1,626,112	$13,727,047	$-336,090
2022	$3,144,524	$1,276,348	$13,291,031	$1,868,176
2021	$2,545,198	$1,126,331	$13,546,931	$1,418,867
2020	$1,612,831	$1,416,846	$11,335,455	$195,985
2019	$986,104	$1,038,628	$10,959,897	$-52,524
2018	$1,827,543	$1,507,863	$10,584,173	$319,680

SANTA ANA COLLEGE FOUNDATION