SOUTH BAY DEUTSCHER SCHULVEREIN

EIN: 942640415 501(c)(3)

San Jose, CA

Total Revenue
$236,926
Total Expenses
$223,026
Total Assets
$259,106
Net Assets
$259,106
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
Thomas Zscherpel
Phone
4082665100
Tax Period
2024-08-01 to 2025-07-31

SOUTH BAY DEUTSCHER SCHULVEREIN, founded in 1963, is a small nonprofit that reported $237K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $223K left a modest 6% surplus.

Mission

The German School is an inclusive learning community that welcomes students of all cultures and abilities. As an inclusion school, we support learners with diverse backgrounds and special educational needs, ensuring that every student has access to meaningful, individualized learning opportunities. We teach the German language and traditions while fostering intercultural understanding, mutual respect, and global awareness. Through this commitment, we empower our students to grow academically, socially, and culturally in a supportive, vibrant environment.

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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 (2024)

Revenue Breakdown

Contributions & Grants $53,457
Program Service Revenue $181,475
Investment Income $2,122
Other Revenue $-128
TOTAL REVENUE $236,926

Expense Breakdown

Grants Paid $0
Salaries & Benefits $171,252
Fundraising Expenses $0
Program Expenses $196,351
Other Expenses $51,774
TOTAL EXPENSES $223,026

Year-over-Year Comparison

2024 2023 Change
Revenue $236,926 $218,699 +0.1%
Expenses $223,026 $215,166 +0.0%
Net Income $13,900 $3,533 +2.9%
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
11
Independent Members
11
Employees
54
Volunteers
104

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
4
$13,489
Total Directors
11
$13,489
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Thomas Zscherpel President and Executive Director 10
Officer Director
$13,489 $0 $13,489
Christine Clevenger Vice President 4
Officer Director
$0 $0 $0
Alexandra Cracraft Secretary 3
Officer Director
$0 $0 $0
Astrid Obermeier Treasurer 5
Officer Director
$0 $0 $0
Markus Scherer Treasurer Assistant 5
Director
$0 $0 $0
Annekathrin Chatterjee Director 4
Director
$0 $0 $0
Michael Kehm Director 4
Director
$0 $0 $0
Jochen Eidam Director 4
Director
$0 $0 $0
Ronny Fluegge Director 3
Director
$0 $0 $0
Krystal Uhrle Director 3
Director
$0 $0 $0
Katharina Probst Director 3
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
2025 $236,926 $223,026 $259,106 $13,900
2024 $218,699 $215,166 $245,223 $3,533
2023 $231,825 $209,984 $241,673 $21,841
2022 $189,167 $188,272 $219,929 $895
2021 $209,159 $176,520 $218,917 $32,639
2020 $197,866 $194,592 $186,278 $3,274
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