Clio Cast and Crew Inc (EIN 382661624) - 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

2019

Legal Domicile

Principal Officer

Ramona L Russell

Tax Period

2024-05-01 to 2025-04-30

Clio Cast and Crew Inc, founded in 2019, is a small nonprofit in the Unknown sector that reported $135K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $40K, a strong 30% operating margin.

Mission

To Promote Theatrical Arts andTo Educate and Entertain the Public.

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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 $47,024

Program Service Revenue $86,595

Investment Income $535

Other Revenue $400

TOTAL REVENUE $134,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,386

Other Expenses $94,386

TOTAL EXPENSES $94,386

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,554	$147,996	-0.1%
Expenses	$94,386	$1,615	+57.4%
Net Income	$40,168	$146,381	-0.7%

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

150

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
Judy Harper	Trustee	0.00	Director	$0	$0	$0
Yvonne McCarty	Publicity	0.00	Director	$0	$0	$0
Ramona L Russell	Treasurer	3.00	Officer	$0	$0	$0
Patrick Hubbard	1st Vice President	6.00	Officer	$0	$0	$0
Johanna Kurnic	Coresponding Secretary	0.00	Officer	$0	$0	$0
Katie Davis	2nd Vice President	0.00	Officer	$0	$0	$0
Rachel Tisdale	Archivist	0.00	Officer	$0	$0	$0
Alex Vokoun	Recording Secretary	0.00	Officer	$0	$0	$0
Mary E Swedorski	President	0.00	Officer	$0	$0	$0
Carl Frost	2nd Vice President	0.00	Officer	$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	$134,554	$94,386	$170,415	$40,168
2024	$84,445	$47,928	$384,114	$36,517
2023	$117,712	$71,338	$347,597	$46,374
2022	$239,951	$196,210	$301,223	$43,741
2021	$225,341	$182,344	$257,482	$42,997
2020	$119,433	$109,711	$201,750	$9,722
2019	$67,649	$66,082	$199,946	$1,567

Clio Cast and Crew Inc