FRIENDS OF CLERMONT INC (EIN 222434835) - 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

1977

Legal Domicile

Principal Officer

CRAIG DIEHL

Phone

5185376622

Tax Period

2024-04-01 to 2025-03-31

FRIENDS OF CLERMONT INC, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $407K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 23% operating margin.

Mission

TO SUPPORT AND SUPPLEMENT THE HISTORIC PRESERVATION AND PUBLIC EDUCATION PROGRAMS AT CLERMONT STATE PARK

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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 $95,264

Program Service Revenue $995

Investment Income $300,313

Other Revenue $10,189

TOTAL REVENUE $406,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $147,982

Fundraising Expenses $45,168

Program Expenses $162,010

Other Expenses $163,471

TOTAL EXPENSES $311,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$406,761	$250,561	+0.6%
Expenses	$311,453	$220,134	+0.4%
Net Income	$95,308	$30,427	+2.1%

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

$79,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KOKESE BALLOU	TRUSTEE	1.00	Director	$0	$0	$0
MARCUS MCGREGOR	TRUSTEE	1.00	Director	$0	$0	$0
RANDY J TRYON	EXECUTIVE DI	40.00	Officer	$79,242	$0	$79,242
CRAIG DIEHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
MAIA FARISH	TRUSTEE	1.00	Director	$0	$0	$0
DIANA WHEELER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN LIVINGSTON	TRUSTEE	1.00	Director	$0	$0	$0
ARVIA MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KOELSCH	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD MCKEON	TRUSTEE	1.00	Director	$0	$0	$0
WENDY NACK-LAWLOR	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER ROGERS	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIN REEHL	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
2025	$406,761	$311,453	$4,788,696	$95,308
2024	$250,561	$220,134	$4,687,679	$30,427
2023	$219,315	$314,751	$3,979,345	$-95,436
2022	$315,216	$249,067	$4,381,530	$66,149
2020	$263,971	$399,332	$4,034,184	$-135,361
2019	$340,318	$220,322	$3,798,924	$119,996
2018	$513,449	$220,769	$3,199,351	$292,680

FRIENDS OF CLERMONT INC