The Clan Currie Society Inc Robert CurriePresident (EIN 223151231) - 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

1992

Legal Domicile

Principal Officer

ROBERT CURRIE

Phone

9732733509

Tax Period

2024-05-01 to 2025-04-30

The Clan Currie Society Inc Robert CurriePresident, founded in 1992, is a small nonprofit that reported $140K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE AND EDUCATE THE GENERAL PUBLIC ABOUT THE HISTORY,TRADITIONS, AND CULTURE OF THE SCOTTISH CLAN CURRIE

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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 $140,010

Investment Income $0

Other Revenue $0

TOTAL REVENUE $140,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,909

Other Expenses $147,336

TOTAL EXPENSES $147,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,010	$122,698	+0.1%
Expenses	$147,336	$119,076	+0.2%
Net Income	$-7,326	$3,622	-3.0%

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
ROBERT CURRIE	President & CEO	60.00	Officer Director	$0	$0	$0
SUZANNE CURRIE	Vice President	15.00	Officer Director	$0	$0	$0
THOMAS BARR	Treasurer	50.00	Officer Director	$0	$0	$0
DONALD CURRIE	Trustee	1.00	Officer Director	$0	$0	$0
MATTHEW SINCLAIR	Secretary	10.00	Officer 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	$140,010	$147,336	$30,360	$-7,326
2024	$122,698	$119,076	$37,686	$3,622
2023	$113,760	$107,437	$34,064	$6,323
2022	$83,477	$97,694	$27,741	$-14,217
2021	$14,360	$59,317	$41,958	$-44,957
2020	$95,450	$100,021	$86,915	$-4,571
2019	$106,085	$114,887	$91,486	$-8,802

The Clan Currie Society Inc Robert CurriePresident