Cooperacin Santa Ana

Overview

Mission

CSA offers training, coaching, and incubation of worker cooperatives and support for worker cooperative ventures in Santa Ana and Orange County.

What it reported doing in 2024

Cooperacion Santa Ana engages in a wide range of activities to support the development of worker cooperatives in Santa Ana and Orange County. Here are some of the activities we conducted in 2024:- continued to offer high-touch incubation, networking, and coaching support to newly launched worker-owned businesses, thereby reaching 12+ worker cooperatives and worker-directed social enterprises.- offered multiple introductory workshops, reaching 75+ community members.- fiscally sponsored one mission-aligned unincorporated organization, CRECE Urban Farms, an incubator of land stewardship projects and cooperative building in Santa Ana and Orange County.- continued to build partnerships with other organizations and with community members; facilitated community outreach forums, reaching 500+ community members.

Operating model

Revenue model
Donor-supported. 68% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 83% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

Nonprofit profile at a glance

EIN
872148510
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2021
Headquarters
Santa Ana, CA, USA
Phone
5615622265
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Small Business Development

Official website

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 63
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.8%; rating input score 67
  • Program expense ratio: 83.8%; rating input score 84
  • Fundraising efficiency: $27.27 raised per $1 spent on fundraising; rating input score 67; 67th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 84.6%; rating input score 85; 23rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 20.4%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 1.47; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 4%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 103.2% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 61.8% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 71.7% per year; rating input score 100; 99th percentile among comparable filings

Details

  • Where the money goes: 66.8% of revenue deployed · 83.8% of spending went to programs
  • Governance: 8 of 8 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.4M in reported program spending
  • Leadership: top reported pay $66K · 9 people listed
  • Highest-paid contractors: 1 contractor listed · $972K reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors and grants
  • Filing history: 3 annual filings from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 8 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Leadership & pay

9 people listed

Highest reported compensation

  • Ana Urzua Alcaraz (Executive Dir.): $65,735 total reported compensation

Source: IRS Form 990. Selected filing: FY2024.