Civic Intelligence

Thrive Santa Ana Inc

EIN 82-0724453 • 501(c)3 • Santa Ana, CA

Profile

Thrive is a community land trust that seeks to raise the standard of community involvement in planning, neighborhood design, and local development decisions. Thrive santa ana's mission is to build community wealth and healthy neighborhoods through land stewardship and multi-generational resident leadership.

PO Box 1935Santa Ana, CA 92702

n/A

Siviq Scores

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

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$80,578

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

89%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

117%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,197,826

Up $1,037,541 (+89%) from 2023

Liabilities

Up

$299,126

Up $174,355 (+140%) from 2023

Net Assets

Up

$1,898,700

Up $863,186 (+83%) from 2023

Revenue

Up

$1,306,162

Up $704,274 (+117%) from 2023

Expenses

Up

$442,976

Up $284,543 (+180%) from 2023

Net Income

Up

$863,186

Up $419,731 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $1Liabilities 2016: $02016Assets 2017: $22,750Liabilities 2017: $02017Assets 2020: $246,090Liabilities 2020: $0Net Assets 2020: $246,0902020Assets 2021: $421,342Liabilities 2021: $25,975Net Assets 2021: $395,3672021Assets 2022: $599,695Liabilities 2022: $7,636Net Assets 2022: $592,0592022Assets 2023: $1,160,285Liabilities 2023: $124,771Net Assets 2023: $1,035,5142023Assets 2024: $2,197,826Liabilities 2024: $299,126Net Assets 2024: $1,898,7002024

Highlighted filing

2024

Assets$2,197,826
Liabilities$299,126
Net Assets$1,898,700

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $22,750Expenses 2017: $0Net Income 2017: $22,7502017Revenue 2020: $234,153Expenses 2020: $46,687Net Income 2020: $187,4662020Revenue 2021: $228,950Expenses 2021: $79,673Net Income 2021: $149,2772021Revenue 2022: $311,816Expenses 2022: $176,339Net Income 2022: $135,4772022Revenue 2023: $601,888Expenses 2023: $158,433Net Income 2023: $443,4552023Revenue 2024: $1,306,162Expenses 2024: $442,976Net Income 2024: $863,1862024

Highlighted filing

2024

Revenue$1,306,162
Expenses$442,976
Net Income$863,186

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 2, 2025
Return Version
2024v5.2
Gross Receipts
$1,306,162
Mission and Program Overview

Mission

Thrive is a community land trust that seeks to raise the standard of community involvement in planning, neighborhood design, and local development decisions. Thrive santa ana's mission is to build community wealth anfd healthy neighborhoods through land stewardship and multi-generational resident leadership.

Thrive santas mission is to build community wealth and healthy neighborhoods in santa ana through land stewardship and multi generational resident leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$369,690$430,096▲ $60,406
Accounts Receivable$252,808$168,939▼ $83,869
Land, Buildings, and Equipment, Net-$8,362-
Prepaid Expenses and Deferred Charges$3,434--
Total Assets$1,160,285$2,197,826▲ $1,037,541
Other Assets Total$534,353$1,590,429▲ $1,056,076
Liabilities
Accounts Payable and Accrued Expenses$85,840$227,788▲ $141,948
Mortgage Notes Payable Secured by Investment Property$38,931$71,338▲ $32,407
Total Liabilities$124,771$299,126▲ $174,355
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$672,899$1,435,632▲ $762,733
Net Assets With Donor Restrictions$362,615$463,068▲ $100,453
Total Net Assets Fund Balance$1,035,514$1,898,700▲ $863,186
Total Liabilities and Net Assets / Fund Balance$1,160,285$2,197,826▲ $1,037,541

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,362$2,091$10,453
Land$0--
Other Assets Org$1,590,429--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Luis SarmientoDirector/program DirectorFT$80,578$80,578
Jordan PerezExec DirectorFT$63,942$63,942

Board Members and Trustees

NameTitle
Ana UrzuaPresident
Ana ChargoDirector
Apolonio CortesSecretary
Cesar CovarrubiasTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
All American Constructions SolutionConstruction643 CROWN ST, Glendora, CA 91740$836,506
Revenue and Support

Revenue Composition

Contributions and Grants
$1,306,162
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$229,730
Change in Net Assets
$863,186

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$75,810
Total Noncash Contributions$75,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$245,646
Salaries, Compensation, and Employee Benefits$169,589
Total Fundraising Expense$41,177
Grants and Similar Amounts Paid$14,413
Professional Fundraising Fees$13,328

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$121,835$32,840$0$154,675
Current Officers, Directors, Trustees, and Key Employees$82,376$37,575$24,568$144,519
Fees for Services Accounting$45,520$0$0$45,520
Office Expenses$5,470$16,728$0$22,198
Insurance$11,921$4,404$0$16,325
Grants to Domestic Orgs$14,413--$14,413
Fees for Services Professional Fundraising--$13,328$13,328
Payroll Taxes$8,153$3,121$2,040$13,314
Other Salaries and Wages$8,956$1,693$1,107$11,756
Conferences and Meetings$0$3,155$0$3,155
Depreciation Depletion$2,091$0$0$2,091
Travel$96$823$0$919
Other Expenses$448$205$134$787
All Other Expenses$0$469$0$469
Fees for Services Legal$400$0$0$400
Total Functional Expenses$302,266$99,533$41,177$442,976
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$13,328
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Thrive Santa Ana
EIN
82-0724453
Phone
7143929692
Address
PO BOX 1935, SANTA ANA, CA 92702

Signing Officer

Name
Ana Charco
Title
Board Treasurer
Phone
7143929692
Signed
2025-11-02
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
3
Volunteers
15

Preparer

Firm
CASTRO & JAMIER CPA'S INC
Address
19148 LULL ST, RESEDA, CA 91335
Preparer
Arrens J Castro CPA
Phone
3238419523
Supplemental Narrative

Additional Explanations

Other

PART III, LINE 4-A PROGRAM SERVICE ACCOMPLISHMENTS-Thrive broke ground on the Walnut and Daisy Microfarm (Project)in 2023 and still in construction in 2024. All American Construction was hired as the general contractor of the project. Construction commenced in Fall of 2023. Thrive also partnered with, Cooperacion Santa Ana facilitated the implementation of the Walnut-Daisy Urban Farm through funding from the California Economic Development Departments Community Economic Resilience Fund (CERF). The purpose of this initiative was to support economic recovery and equity in Santa Ana by piloting a community-driven model of land development, supporting sustainable agriculture, and promoting economic empowerment for underserved workers and producers. Key components of the program included construction and management of an urban micro-farm, leadership development workshops, and community outreach. THRIVE Santa Ana oversaw construction and land stewardship activities while also organizing monthly educational workshops and pop-up marketplaces to enhance financial literacy and entrepreneurial skills among local farmers, producers, and cooperative members. The project is designed to support at least 100 community outreaches, 15 educational workshops, and 12 monthly markets, benefiting local residents and promoting job creation. A total of $2,408,891 was allocated for this initiative: up to $1,169,413 for construction, $852,000 for land acquisition, and $320,000 for program development and administration. Program milestones included utilities setup, facility maintenance, and a community opening celebration. The project also emphasizes compliance with 501(c)(3) restrictions on lobbying and political activities.

Pt VI, Line 11B

Form 990 is reviewed by the Treasurer and submitted to the Board before it is filed

Pt VI, Line 12C

Any potential conflict of interest is acknowledged by board members. The interested board member is then recused from any discussion of item in question. Board members receive onboarding and periodic training regarding board member responsibilities including the duty to disclose.

Pt VI, Line 15A

Organization considers comparable wages paid in Orange County. Compensation is approved by the board of directors.

Pt VI, Line 15B

Organization considers comparable wages paid in Orange County. Compensation is approved by the board of directors.

Pt VI, Line 19

Governing documents, policies and financial statements are provided upon requests.

Pt VI, Line 8B

The board agenda is distributed to all members in advance of each meeting, and the minutes from the previous meeting are reviewed and approved at the start of the subsequent meeting

Pt VI, Line 2

Ana Urzua serves as the Board President of Thrive Santa Ana. She is also employed as the Executive Director of Cooperacion Santa Ana, an organization that has provided funding support to Thrive Santa Ana. While Cooperacion is a funder, Anas roles are disclosed to ensure transparency and to comply with conflict of interest policies. All related decisions are reviewed and approved in accordance with the organizations conflict of interest procedures.

Form 990, Part IX, Line 11G

Other contractors 137758. 120539. 17219.

Form 990, Part IX, Line 11G

Childcare 1296. 1296. 0. 0.

Form 990, Part IX, Line 11G

Interpretation 15621. 15621.

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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0ANA CHARCO
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IRS990/RevenueAmt01076432
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: MISCELLANEOUS 2020: 1093. 2022: 0. Description: SPECIAL EVENTS 2022: 836.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III, LINE 4-A PROGRAM SERVICE ACCOMPLISHMENTS-Thrive broke ground on the Walnut and Daisy Microfarm (Project)in 2023 and still in construction in 2024. All American Construction was hired as the general contractor of the project. Construction commenced in Fall of 2023. Thrive also partnered with, Cooperacion Santa Ana facilitated the implementation of the Walnut-Daisy Urban Farm through funding from the California Economic Development Departments Community Economic Resilience Fund (CERF). The purpose of this initiative was to support economic recovery and equity in Santa Ana by piloting a community-driven model of land development, supporting sustainable agriculture, and promoting economic empowerment for underserved workers and producers. Key components of the program included construction and management of an urban micro-farm, leadership development workshops, and community outreach. THRIVE Santa Ana oversaw construction and land stewardship activities while also organizing monthly educational workshops and pop-up marketplaces to enhance financial literacy and entrepreneurial skills among local farmers, producers, and cooperative members. The project is designed to support at least 100 community outreaches, 15 educational workshops, and 12 monthly markets, benefiting local residents and promoting job creation. A total of $2,408,891 was allocated for this initiative: up to $1,169,413 for construction, $852,000 for land acquisition, and $320,000 for program development and administration. Program milestones included utilities setup, facility maintenance, and a community opening celebration. The project also emphasizes compliance with 501(c)(3) restrictions on lobbying and political activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the Treasurer and submitted to the Board before it is filed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any potential conflict of interest is acknowledged by board members. The interested board member is then recused from any discussion of item in question. Board members receive onboarding and periodic training regarding board member responsibilities including the duty to disclose.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Organization considers comparable wages paid in Orange County. Compensation is approved by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Organization considers comparable wages paid in Orange County. Compensation is approved by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents, policies and financial statements are provided upon requests.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The board agenda is distributed to all members in advance of each meeting, and the minutes from the previous meeting are reviewed and approved at the start of the subsequent meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Ana Urzua serves as the Board President of Thrive Santa Ana. She is also employed as the Executive Director of Cooperacion Santa Ana, an organization that has provided funding support to Thrive Santa Ana. While Cooperacion is a funder, Anas roles are disclosed to ensure transparency and to comply with conflict of interest policies. All related decisions are reviewed and approved in accordance with the organizations conflict of interest procedures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER CONTRACTORS 137758. 120539. 17219.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHILDCARE 1296. 1296. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INTERPRETATION 15621. 15621.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 11g
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