SANTA CLARA TEACHER MORTGAGE ASSISTANCE FOUNDATION

EIN: 912070385 501(c)(3) Education

Santa Clara, CA

Total Revenue
N/A
Total Expenses
$3,380
Total Assets
$1,352,725
Net Assets
$1,352,725
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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
CA
Principal Officer
Mark Schiel
Phone
4084232024
Tax Period
2023-01-01 to 2023-12-31

Mission

The Teacher Assistance Program has over $230K in outstanding loans to assist teachers in acquiring homes.

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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%)

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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

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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
0
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bonnie Lieberman Vice President 0.00
Director
$0 $0 $0
Vickie Fairchild President 0.00
Director
$0 $0 $0
Jim Canova Clerk 0.00
Director
$0 $0 $0
Jodi Muirhead Trustee 0.00
Director
$0 $0 $0
Albert Gonzalez Trustee 0.00
$0 $0 $0
Andrew Ratermann Trustee 0.00
Director
$0 $0 $0
Michele Ryan Trustee 0.00
Director
$0 $0 $0
Mark Schiel Deputy Superintendent of Operations / Chief Business Officer 0.00
Director
$0 $0 $0
Dr Gary Waddell Superintendent 0.00
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
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