SANTA CLARA TEACHER MORTGAGE ASSIS… - Form 990 Financial Data

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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

2000

Legal Domicile

Principal Officer

Mark Schiel

Phone

4084232024

Tax Period

2023-01-01 to 2023-12-31

Mission

To retain qualified teachers in Santa Clara Unified School District by providing those qualified teachers financial assistant in purchase housing in the local market, and hereby enhance the quality of education for students attending the School District.

Program Service Accomplishments

Program 1

Expenses incurred in assisting teachers with loans.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,380

TOTAL EXPENSES $3,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$3,380	$50	+66.6%
Net Income	N/A	$-50	N/A

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

N/A

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
Bonnie Lieberman	Vice President	Director	$0	$0	$0
Vickie Fairchild	President	Director	$0	$0	$0
Jim Canova	Clerk	Director	$0	$0	$0
Jodi Muirhead	Trustee	Director	$0	$0	$0
Albert Gonzalez	Trustee		$0	$0	$0
Andrew Ratermann	Trustee	Director	$0	$0	$0
Michele Ryan	Trustee	Director	$0	$0	$0
Mark Schiel	Deputy Superintendent of Operations / Chief Business Officer	Director	$0	$0	$0
Dr Gary Waddell	Superintendent	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
2023	No data	$3,380	$1,352,725	No data
2021	No data	$50	$1,356,105	No data
2019	No data	No data	$1,355,402	No data
2018	$10	No data	$1,355,402	No data

SANTA CLARA TEACHER MORTGAGE ASSISTANCE FOUNDATION