CLAREMATRIX (EIN 237076166) - 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

1970

Legal Domicile

Principal Officer

MATT WALTON

Phone

3103146200

Tax Period

2024-07-01 to 2025-06-30

CLAREMATRIX, founded in 1970, is a mid-sized nonprofit in the Mental Health sector that reported $13.1M in total revenue in fiscal year 2024. Expenses of $15.5M exceeded revenue, resulting in a 18% operating deficit.

Mission

To change lives affected by alcohol, substance use and behavioral health issues through treatment, education, research and training.

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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 $11,660,455

Program Service Revenue $224,257

Investment Income $6,605

Other Revenue $1,225,733

TOTAL REVENUE $13,117,050

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,330,496

Fundraising Expenses $504,979

Program Expenses $11,965,417

Other Expenses $7,193,275

TOTAL EXPENSES $15,523,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,117,050	$13,030,648	+0.0%
Expenses	$15,523,771	$14,849,565	+0.0%
Net Income	$-2,406,721	$-1,818,917	+0.3%

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

149

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

$162,879

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Walton	CEO/EXEC DIR.	40.0	Officer	$162,879	$0	$162,879
Nimra Gardley	SENIOR DIR OF CLINICAL SERV	40.0	Highest	$141,878	$17,242	$159,120
CORINNA FERNANDEZ	DIRECTOR OF HUMAN RESOURCES	40.0	Highest	$132,113	$10,679	$142,792
andrea nee	director of evaluations	40.0	Highest	$128,418	$7,666	$136,084
Shireen Erica Ossanlo	DIRECTOR OF ADVANCEMENT/DEV	40.0	Highest	$123,436	$9,942	$133,378
MARY BAKER	SR. DIR. OF RESIDENTIAL SVCS.	40.0	Highest	$106,809	$18,994	$125,803
MARK FREUND	CHAIR	8.0	Officer Director	$0	$0	$0
JIM BIRCH	Vice Chair	6.0	Officer Director	$0	$0	$0
TONY DELUCA	TREASURER	4.0	Officer Director	$0	$0	$0
ANDY BESSER	SECRETARY	6.0	Officer Director	$0	$0	$0
STAN JANOWIAK	DIRECTOR	3.0	Director	$0	$0	$0
ODAT ELSEY	Director	3.0	Director	$0	$0	$0
STACY HATCH	Director	3.0	Director	$0	$0	$0
HOWARD PADWA	Director (thru 10/2/2024)	3.0	Director	$0	$0	$0
ROB ACKER	Director	3.0	Director	$0	$0	$0
KEVIN FAHY	DIRECTOR (thru 10/2/2024)	3.0	Director	$0	$0	$0
JOHN CARRICK	DIRECTOR	3.0	Director	$0	$0	$0
Jason Giles	DIRECTOR (THRU 6/4/2025)	3.0	Director	$0	$0	$0
JASON SCHIFFMAN	DIRECTOR (start 8/7/2024)	3.0	Director	$0	$0	$0
ROSE GRAKAL	DIRECTOR (start 8/7/2024)	3.0	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	$13,117,050	$15,523,771	$11,397,174	$-2,406,721
2024	$13,030,648	$14,849,565	$9,533,307	$-1,818,917
2024	No data	No data	No data	No data
2023	$15,978,489	$15,212,868	$11,036,071	$765,621
2021	$18,967,997	$18,523,306	$13,774,241	$444,691
2020	$18,378,969	$19,338,198	$14,888,926	$-959,229
2019	$17,444,949	$20,440,790	$13,845,486	$-2,995,841

CLAREMATRIX