Cooperacin Santa Ana

Nonprofit profile at a glance

EIN
872148510
IRS 990 coverage
2022–2025
Forms available
Form 990 2025, Form 990-N 2021
Location
Santa Ana, CA, USA
Phone
5615622265
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Small Business Development

Official website

Reported finances

Revenue
$2,333,282
Expenses
$1,925,752
Assets
$2,367,419
Liabilities
$129,010

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • SilviaHernandez (President)

Highest reported compensation

  • Ana Urzua Alcaraz (Executive Dir.): $99,140 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

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 2025

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 2025:- continued to offer high-touch incubation, networking, and coaching support to newly launched worker-owned businesses, thereby reaching 18+ worker cooperatives and worker-directed social enterprises- offered our biannual introductory curriculum for worker cooperatives, reaching 40+ 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
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 80% 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.

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: 76
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.8%; rating input score 71
  • Program expense ratio: 85.7%; rating input score 86
  • Fundraising efficiency: $26.84 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; 21st percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 94.2%; rating input score 94; 34th 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: 17.5%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 1.23; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 59; 59th percentile among comparable filings
  • Officer compensation ratio: 5.1%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 63.7% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: 38.8% per year; rating input score 100; 96th percentile among comparable filings
  • Asset growth: 41.8% per year; rating input score 100; 96th percentile among comparable filings

Details

  • Where the money goes: 70.8% of revenue deployed · 85.7% of spending went to programs
  • Governance: 7 of 7 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $99K · 8 people listed
  • Highest-paid contractors: 1 contractor listed · $168K reported
  • Consistency: 37 of 38 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors and grants
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 12 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • Review — Sustainability: Liabilities to assets ratio scored 59/100.