SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY (EIN 770031679) - 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

1986

Legal Domicile

Principal Officer

STEPHANIE KLEINHEINZ

Phone

4082824340

Tax Period

2022-07-01 to 2023-06-30

SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY, founded in 1986, is a community nonprofit in the Education sector that reported $9.4M in total revenue in fiscal year 2022. Expenses of $8.6M left a modest 9% surplus.

Mission

PROVIDING HIGH QUALITY, AFFORDABLE PRIMARY MEDICAL CARE FOR THE LOW INCOME COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,037,004

Program Service Revenue $2,405,383

Investment Income $4,755

Other Revenue $0

TOTAL REVENUE $9,447,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,926,738

Fundraising Expenses $164,465

Program Expenses $7,120,410

Other Expenses $3,664,132

TOTAL EXPENSES $8,590,870

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,447,142	$8,970,704	+0.1%
Expenses	$8,590,870	$7,858,767	+0.1%
Net Income	$856,272	$1,111,937	-0.2%

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

Volunteers

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

$588,579

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA COSTA	BOARD CHAIR	4.00	Director	$0	$0	$0
DEBRA COHEN	QI COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SUSAN ALDRICH	DIRECTOR	1.00	Director	$0	$0	$0
REENA PATEL	AUDIT COMMITTEE CHAIR	4.00	Director	$0	$0	$0
ELISSA LEE	BH COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JOCELYN MELENDEZ	SECRETARY/TREASURER	4.00	Director	$0	$0	$0
HEMANTH GANGARAM	CLINIC COMMITTEE CHAIR	4.00	Director	$0	$0	$0
JESSICA VO	INFORMATION SYSTEM	4.00	Director	$0	$0	$0
CAROLINA AMIGUET	DIRECTOR	4.00	Director	$0	$0	$0
NORMA NAYELI RAMIREZ RUIZ	DIRECTOR	4.00	Director	$0	$0	$0
FERNANDO BARRAGAN	DIRECTOR	4.00	Director	$0	$0	$0
JENNIFER CASTILLO-GONZALEZ	DIRECTOR	4.00	Director	$0	$0	$0
VIVI VO	BOARD VICE-CHAIR	4.00	Director	$0	$0	$0
STEPHANIE KLEINHEINZ	CEO	40.00	Key Emp	$284,780	$10,330	$295,110
JOCELYN HART	COO/CFO	40.00	Key Emp	$272,039	$21,430	$293,469
SUSAN WILTURNER MD	MEDICAL DIRECTOR	40.00	Highest	$122,444	$561	$123,005
CLAUDE ROGE MD	MEDICAL DIRECTOR	40.00	Highest	$158,948	$8,199	$167,147
AJOOMA CHEERAMKUZHIYIL	NURSE PRACTITIONER	40.00	Highest	$154,004	$13,799	$167,803
STEPHANIE CHIN	NURSE PRACTITIONER	40.00	Highest	$134,870	$8,059	$142,929
VICKY LIN	NURSE PRACTITIONER	40.00	Highest	$114,900	$4,129	$119,029
CLEMENTE CASUGA	IT MANAGER	40.00	Highest	$156,689	$16,750	$173,439

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$9,447,142	$8,590,870	$9,766,878	$856,272
2022	$8,970,704	$7,858,767	$7,681,690	$1,111,937
2021	$7,537,241	$6,274,859	$6,944,013	$1,262,382
2020	$5,013,066	$4,670,501	$4,074,201	$342,565
2019	$4,551,619	$4,323,077	$3,328,122	$228,542
2018	$4,761,239	$4,203,236	$2,985,994	$558,003

SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY