Civic Intelligence

Santa Cruz Works

EIN 46-5155901 • 501(c)6 • Santa Cruz, CA

Profile

To faciliate and promote economic vitality and employment within the technology industry in santa cruz county.

110 Cooper St 201Santa Cruz, CA 95060

www.santacruzworks.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.04x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

22nd percentile

-23%

Faster asset growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-8.5%

Faster revenue growth than 34% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$175,582

Down $53,763 (-23%) from 2023

Liabilities

Down

$6,918

Down $1,297 (-16%) from 2023

Net Assets

Down

$168,664

Down $52,466 (-24%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin30th percentile

Revenue

Down

$236,447

Down $22,071 (-8.5%) from 2023

Expenses

Up

$262,100

Up $4,275 (+1.7%) from 2023

Net Income

Down

-$25,653

Down $26,346 (-3802%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2014: $98,920Liabilities 2014: $2,2472014Assets 2015: $35,446Liabilities 2015: $0Net Assets 2015: $35,4462015Assets 2016: $75,168Liabilities 2016: $40,000Net Assets 2016: $35,1682016Assets 2017: $78,934Liabilities 2017: $56,313Net Assets 2017: $22,6212017Assets 2018: $248,222Liabilities 2018: $38,783Net Assets 2018: $209,4392018Assets 2019: $199,911Liabilities 2019: $1,080Net Assets 2019: $198,8312019Assets 2020: $286,946Liabilities 2020: $5,600Net Assets 2020: $281,3462020Assets 2021: $358,001Liabilities 2021: $5,652Net Assets 2021: $352,3492021Assets 2022: $230,103Liabilities 2022: $9,666Net Assets 2022: $220,4372022Assets 2023: $229,345Liabilities 2023: $8,215Net Assets 2023: $221,1302023Assets 2024: $175,582Liabilities 2024: $6,918Net Assets 2024: $168,6642024

Highlighted filing

2024

Assets$175,582
Liabilities$6,918
Net Assets$168,664
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2014: $183,250Expenses 2014: $86,577Net Income 2014: $96,6732014Revenue 2015: $66,200Expenses 2015: $127,427Net Income 2015: -$61,2272015Revenue 2016: $80,925Expenses 2016: $81,203Net Income 2016: -$2782016Revenue 2017: $322,948Expenses 2017: $335,495Net Income 2017: -$12,5472017Revenue 2018: $235,283Expenses 2018: $123,465Net Income 2018: $111,8182018Revenue 2019: $279,494Expenses 2019: $290,102Net Income 2019: -$10,6082019Revenue 2020: $294,204Expenses 2020: $211,689Net Income 2020: $82,5152020Revenue 2021: $307,878Expenses 2021: $236,875Net Income 2021: $71,0032021Revenue 2022: $128,352Expenses 2022: $260,264Net Income 2022: -$131,9122022Revenue 2023: $258,518Expenses 2023: $257,825Net Income 2023: $6932023Revenue 2024: $236,447Expenses 2024: $262,100Net Income 2024: -$25,6532024

Highlighted filing

2024

Revenue$236,447
Expenses$262,100
Net Income-$25,653
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,582
Liabilities
$6,918
Net assets
$168,664
Revenue
$236,447
Expenses
$262,100
Net income
-$25,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.07$1.69$2.36$2.62$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.08$2.21$2.59$2.58$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.10$2.20$1.28$2.60$1.32
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.06$3.52$3.08$2.37$0.71
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.06$2.81$2.94$2.12$0.83
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$2.79$2.90$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.48$0.39$2.09$2.35$1.23$1.12
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.56$0.23$3.23$3.35$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.40$0.35$0.81$0.81$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.66$1.27$0.61
2014Summary only. Only limited summary data is available for this year.$0.99$0.02$1.83$0.87$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$236,447
Mission and Program Overview

Mission

To facilitate and promote economic vitality and employment within the technology industry in santa cruz county.

To faciliate and promote economic vitality and employment within the technology industry in santa cruz county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$75,956$89,761▲ $13,805
Cash and Non-Interest-Bearing Accounts$112,956$44,624▼ $68,332
Investments Program Related$40,000$40,000→ $0
Land, Buildings, and Equipment, Net-$1,197-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$229,345$175,582▼ $53,763
Other Assets Total$433$0▼ $433
Liabilities
Accounts Payable and Accrued Expenses$8,215$6,918▼ $1,297
Total Liabilities$8,215$6,918▼ $1,297
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$221,130$168,664▼ $52,466
Total Net Assets Fund Balance$221,130$168,664▼ $52,466
Total Liabilities and Net Assets / Fund Balance$229,345$175,582▼ $53,763

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,197$63$1,260
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Doug EricksonExecutive DirectorFT$84,000$84,000

Board Members and Trustees

NameTitle
Lebaron MeyersChairman
Allison SteitzDirector
Bonnie LipsombDirector
Desha Staley-raatiorDirector
Hillary BryantDirector
JAMES O'CONNORDirector
Jason BorgenDirector
Jon SiskDirector
Ryan SharpDirector
Jacob MartinezSecretary
David DoolinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,549
Program Service Revenue
$121,898
Investment Income
$0
Other Revenue
$0
All Other Contributions
$114,549
Change in Net Assets
$-25,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$168,131
Other Expenses$93,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$84,000
Other Salaries and Wages---$72,000
Other Expenses---$16,303
Payroll Taxes---$12,131
Office Expenses---$11,780
Fees for Services Other---$11,500
Fees for Services Legal---$3,240
Occupancy---$748
Insurance---$678
Advertising---$615
Travel---$277
Depreciation Depletion---$63
Total Functional Expenses$0$0$0$262,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to board members for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements of the organization are available upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Cruz Works
EIN
46-5155901
Phone
8314663000
Address
110 COOPER ST 201, SANTA CRUZ, CA 95060

Signing Officer

Name
Doug Erickson
Title
Executive Director
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
2

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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ReturnHeader/Filer/EIN0465155901
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hutchinson and Bloodgood LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Watsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08317242441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBRA SAID CPA
ReturnHeader/ReturnTs02025-11-10T13:16:05-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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