CLAY FELLOWSHIPS CHARITABLE TRUST C/O PAULMCCOY FAMILY OFFICE SERVICES (EIN 043560268) - 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

2001

Legal Domicile

Principal Officer

THOMAS CLAY

Phone

6179333622

Tax Period

2024-01-01 to 2024-12-31

CLAY FELLOWSHIPS CHARITABLE TRUST C/O PAULMCCOY FAMILY OFFICE SERVICES, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $926K, a strong 86% operating margin.

Mission

THE SOLE ACTIVITY OF THE TRUST IS TO MAKE CONTRIBUTIONS TO THE SMITHSONIAN ASTROPHYSICAL OBSERVATORY OF THE SMITHSONIAN INSTITUTION OF WASHINGTON, DC, A 501(C)(3) PUBLIC CHARITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,051,574

Other Revenue $24,222

TOTAL REVENUE $1,075,796

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $150,149

TOTAL EXPENSES $150,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,075,796	$509,585	+1.1%
Expenses	$150,149	$118,635	+0.3%
Net Income	$925,647	$390,950	+1.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES ALCOCK	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD A O'NEAL	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS CLAY	TRUSTEE	1.00	Director	$0	$0	$0
LISA KEWLEY	TRUSTEE	1.00	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
2024	$1,075,796	$150,149	$7,794,437	$925,647
2023	$509,585	$118,635	$6,576,365	$390,950
2022	$770,397	$506,342	$6,019,511	$264,055
2021	$415,652	$395,786	$5,402,149	$19,866
2020	$-657,136	$353,087	$5,126,748	$-1,010,223
2019	$164,533	$402,709	$6,412,758	$-238,176
2019	$285,842	$457,811	$6,412,758	$-171,969
2018	$-979,243	$431,642	$6,569,535	$-1,410,885

CLAY FELLOWSHIPS CHARITABLE TRUST C/O PAULMCCOY FAMILY OFFICE SERVICES