CLIFTON PARK TRUSTEES (EIN 340154388) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1942

Legal Domicile

Principal Officer

JAMES SEIBERT

Phone

2165216078

Tax Period

2025-01-01 to 2025-12-31

CLIFTON PARK TRUSTEES, founded in 1942, is a small nonprofit that reported $512K in total revenue in fiscal year 2025. Expenses of $571K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO OPERATE AND MAINTAIN PROPERTIES UNDER A TRUST DEED, INCLUDING THE CLIFTON BEACH PROPERTY AND A BEACH HOUSE, LOCATED IN LAKEWOOD, OHIO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $503,090

Investment Income $5,335

Other Revenue $3,200

TOTAL REVENUE $511,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,445

Fundraising Expenses $0

Other Expenses $397,232

TOTAL EXPENSES $570,677

Year-over-Year Comparison

	2025	2024	Change
Revenue	$511,625	$495,684	+0.0%
Expenses	$570,677	$487,799	+0.2%
Net Income	$-59,052	$7,885	-8.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$14,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY GRAVES	SECRETARY/TR	5.00	Officer	$14,500	$0	$14,500
JAMES SEIBERT	CHAIR	2.00	Officer Director	$0	$0	$0
WARREN COLEMAN	TRUSTEE	2.00	Director	$0	$0	$0
MARY ELLEN FRASER	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET MCCAFFREY	TRUSTEE	2.00	Director	$0	$0	$0
RYAN MEANY	TRUSTEE	2.00	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	$511,625	$570,677	$100,153	$-59,052
2024	No data	No data	No data	No data
2023	$460,773	$472,190	$159,581	$-11,417
2022	$437,343	$479,132	$170,997	$-41,789
2021	$436,691	$424,054	$212,789	$12,637
2020	$418,696	$343,426	$200,151	$75,270
2019	$435,390	$313,800	$127,115	$121,590
2018	$301,939	$410,759	$19,317	$-108,820

CLIFTON PARK TRUSTEES