Santa Clara Teacher Housing Foundation (EIN 043610622) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Steve Lodge

Phone

4084232092

Tax Period

2023-01-01 to 2023-12-31

Santa Clara Teacher Housing Foundation, founded in 2002, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

The Foundation was formed for the purpose of advancing education by supporting theSanta Clara Unified School District in its efforts to retain qualified teachers whomight otherwise leave the District because of the lack of affordable housing throughthe development and operation of affordable faculty housing.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,623,935

Investment Income $0

Other Revenue $34

TOTAL REVENUE $1,623,969

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,468,387

Other Expenses $1,595,598

TOTAL EXPENSES $1,607,598

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,623,969	$1,428,845	+0.1%
Expenses	$1,607,598	$513,146	+2.1%
Net Income	$16,371	$915,699	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Steve Lodge	President	Director	$0	$0	$0
Mark Schiel	Director	Director	$0	$0	$0
Elise Deyoung	Director	Director	$0	$0	$0
Eric Dill	Director	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
2024	No data	No data	No data	No data
2023	$1,623,969	$1,607,598	$88,828	$16,371
2022	$1,428,845	$513,146	$92,212	$915,699
2021	$1,466,415	$526,781	$196,611	$939,634
2020	$-6,193	No data	$5,000	No data
2019	$-17,494	No data	$5,000	No data
2018	$-15,345	No data	$5,000	No data

Santa Clara Teacher Housing Foundation