Dr Clarence York Foundation (EIN 223839872) - 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

2000

Legal Domicile

Principal Officer

ROBERT STACK

Phone

6099519900

Tax Period

2024-07-01 to 2025-06-30

Dr Clarence York Foundation, founded in 2000, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $1.8M, a strong 78% operating margin.

Mission

TO ENHANCE THE SERVICES FOR INDIVIDUALS ASSISTED BY COMMUNITY OPTIONS, INC.

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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 $818,265

Program Service Revenue $0

Investment Income $1,471,951

Other Revenue $-4,454

TOTAL REVENUE $2,285,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $371,380

Program Expenses $0

Other Expenses $502,141

TOTAL EXPENSES $502,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,285,762	$2,417,157	-0.1%
Expenses	$502,141	$192,989	+1.6%
Net Income	$1,783,621	$2,224,168	-0.2%

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

$5,064,450

Total Directors

$3,579,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT STACK	CHAIRMAN/CEO	1.0	Officer Director	$0	$53,416	$2,609,137
DAVID P SWEENEY	CHIEF FINANCIAL OFFICER	1.0	Officer	$0	$34,356	$929,872
SVETLANA REPIC-QIRA	Executive V.P./Secretary	1.0	Officer Director	$0	$38,660	$880,557
COURTNEY EIDEL	CHIEF HR OFFICER	1.0	Officer	$0	$25,462	$644,884
Yongxin Zhou	Trustee	1.0	Director	$0	$3,226	$89,534
PHIL LIAN	TRUSTEE	1.0	Director	$0	$0	$0
DOMENICO MAIURI	TRUSTEE	1.0	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	$2,285,762	$502,141	$36,560,557	$1,783,621
2024	$2,417,157	$192,989	$32,570,054	$2,224,168
2023	$1,577,915	$325,751	$23,584,865	$1,252,164
2022	$1,513,913	$138,009	$14,451,342	$1,375,904
2021	$607,398	No data	$12,093,850	No data
2020	$576,908	No data	$1,435,632	No data
2019	$1,316,828	$2,748,360	$645,789	$-1,431,532
2018	$751,022	$313,804	$2,270,375	$437,218

Dr Clarence York Foundation