Santa Clara Schools Foundation

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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

1992

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Santa Clara Schools Foundation, founded in 1992, is a small nonprofit in the Education sector that reported $597K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $291K, a strong 49% operating margin.

Mission

Support Santa Clara Unified SD students and programs

Program Service Accomplishments

Program 1

Expenses: $127,324 Revenue: $41,419

Through active fundraising, provide financial support to classroom and district wide programs that supportthe students of Santa Clara Unified School District

Program 2

Expenses: $122,978 Revenue: $240,428

Through partnerships with local businesses, provide financial support to classroom and district wideprograms that support the students of Santa Clara Unified School District

Program 3

Expenses: $34,017 Revenue: $50,340

Provide scholarshps and student achievement recognition awards to graduating seniors in Santa ClaraUnified School District

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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 $591,185

Program Service Revenue $0

Investment Income $5,360

Other Revenue $0

TOTAL REVENUE $596,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $-346

Fundraising Expenses $0

Program Expenses $305,846

Other Expenses $306,192

TOTAL EXPENSES $305,846

Year-over-Year Comparison

	2023	2022	Change
Revenue	$596,545	$540,937	+0.1%
Expenses	$305,846	$492,084	-0.4%
Net Income	$290,699	$48,853	+5.0%

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

N/A

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
Teresa ONeill	Vice President	Officer	$0	$0	$0
Elise DeYoung	Acting Secretary	Officer	$0	$0	$0
Elise DeYoung	Treasurer	Officer	$0	$0	$0
Margaret Demorest	President	Officer	$0	$0	$0
Beth Hopwood	Corporate Secretary	Officer	$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
2025	No data	No data	No data	No data
2024	$596,545	$305,846	$667,878	$290,699
2023	$540,937	$492,084	$377,179	$48,853
2022	$295,313	$241,677	$327,710	$53,636
2021	$264,551	$218,210	$314,690	$46,341