THE CLAYTON FOUNDATION (EIN 200753128) - 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

2003

Legal Domicile

Principal Officer

MR JAMES L CLAYTON

Phone

8653803301

Tax Period

2024-01-01 to 2024-12-31

THE CLAYTON FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.2M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.1M, a strong 98% operating margin.

Mission

CLAYTON FOUNDATION WAS ESTABLISHED TO SUPPORT AND ENRICH SOCIAL, EDUCATIONAL, CULTURAL, AND ECONOMIC LIFE IN AND AROUND KNOXVILLE, TENNESSEE AND OTHER COMMUNITIES IN THE STATE OF TENNESSEE.

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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 $4,101,391

Other Revenue $117,183

TOTAL REVENUE $4,218,574

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $49,175

TOTAL EXPENSES $79,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,218,574	$6,742,739	-0.4%
Expenses	$79,175	$132,126	-0.4%
Net Income	$4,139,399	$6,610,613	-0.4%

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

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
MR JAMES L CLAYTON	PRESIDENT AN	1.00	Officer Director	$0	$0	$0
MR KEVIN T CLAYTON	VICE CHAIR	0.20	Officer Director	$0	$0	$0
MS LUCY HAND	REGULAR DIRE	0.20	Director	$0	$0	$0
MR HALLERIN H HILL	REGULAR DIRE	0.20	Director	$0	$0	$0
MR NATHANIEL SHELSO	REGULAR DIRE	0.20	Director	$0	$0	$0
MR CHUCK JUSTICE	SECRETARY	0.20	Officer	$0	$0	$0
MR KEVIN WILDER	TREASURER	0.20	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
2024	$4,218,574	$79,175	$193,540,780	$4,139,399
2023	$6,742,739	$132,126	$162,697,276	$6,610,613
2022	$3,333,954	$251,078	$131,065,075	$3,082,876
2021	$8,021,255	$244,700	$160,391,482	$7,776,555
2020	$5,137,816	$178,757	$132,987,439	$4,959,059
2019	$9,308,321	$174,935	$113,705,108	$9,133,386
2018	$51,949,563	$127,035	$91,681,214	$51,822,528

THE CLAYTON FOUNDATION