CLEARFIELD COUNTY CHARITABLE FOUNDATION (EIN 202031283) - 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

2006

Legal Domicile

Principal Officer

VICKI MYERS VICE PRESIDE

Phone

8147657682

Tax Period

2024-01-01 to 2024-12-31

CLEARFIELD COUNTY CHARITABLE FOUNDATION, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.0M, a strong 63% operating margin.

Mission

TRUST FOR BENEFIT OF CHARITABLE ORGANIZATIONS

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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 $973,477

Program Service Revenue $0

Investment Income $642,923

Other Revenue $0

TOTAL REVENUE $1,616,400

Expense Breakdown

Grants Paid $532,694

Salaries & Benefits $35,250

Fundraising Expenses $5,577

Program Expenses $564,807

Other Expenses $30,140

TOTAL EXPENSES $598,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,616,400	$3,973,325	-0.6%
Expenses	$598,084	$485,267	+0.2%
Net Income	$1,018,316	$3,488,058	-0.7%

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

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
DANA BEAUSEIGNEUR	DIRECTOR	1.00	Director	$0	$0	$0
JEB G SOULT JR	CHAIRMAN	5.00	Officer Director	$0	$0	$0
GEORGE M WEIDLEIN	DIRECTOR	1.00	Director	$0	$0	$0
LEE GRACE VALIGORSKY	DIRECTOR	1.00	Director	$0	$0	$0
LISA A CONRAD	SECRETARY TREASURER	5.00	Officer Director	$0	$0	$0
JOE VALENZA	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN GATHAGAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA KOVALICK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HARPSTER	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
JAMIE STRAUB	DIRECTOR	1.00	Director	$0	$0	$0
VICKI MYERS	VP RELATIONSHIP MANAGER	5.00	Officer Director	$0	$0	$0
SHANE LUMADUE	DIRECTOR	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	$1,616,400	$598,084	$14,727,722	$1,018,316
2023	$3,973,325	$485,267	$13,787,674	$3,488,058
2022	$2,344,355	$338,983	$10,357,777	$2,005,372
2021	$2,705,833	$293,508	$8,403,573	$2,412,325
2020	$959,634	$230,746	$6,039,452	$728,888
2019	$389,844	$175,192	$5,344,432	$214,652
2018	$1,658,407	$159,415	$5,158,850	$1,498,992

CLEARFIELD COUNTY CHARITABLE FOUNDATION