CLARK RETIREMENT COMMUNITY FOUNDATION (EIN 383236052) - 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

1995

Legal Domicile

Principal Officer

ROGER E WEIDEMAN II

Phone

6164521568

Tax Period

2023-01-01 to 2023-12-31

CLARK RETIREMENT COMMUNITY FOUNDATION, founded in 1995, is a small nonprofit in the Health Care sector that reported $924K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $864K left a modest 6% surplus.

Mission

TO RECEIVE AND ADMINISTER FUNDS TO FURTHER THE MISSION OF CLARK RETIREMENT COMMUNITY, 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 (2023)

Revenue Breakdown

Contributions & Grants $584,262

Program Service Revenue $0

Investment Income $273,054

Other Revenue $66,696

TOTAL REVENUE $924,012

Expense Breakdown

Grants Paid $136,946

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $713,001

Other Expenses $727,177

TOTAL EXPENSES $864,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$924,012	$4,502,868	-0.8%
Expenses	$864,123	$816,154	+0.1%
Net Income	$59,889	$3,686,714	-1.0%

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

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

$955,886

Total Directors

$955,886

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PERCELL SMITH	BOARD TRUSTEE - VP OP - CLARK/BHI	1.00	Officer Director	$0	$9,087	$98,318
ROGER WEIDEMAN II	BOARD TRUSTEE - CFO - BHI	2.00	Officer Director	$0	$46,241	$404,827
JOHN DATTILO	BOARD TRUSTEE - CEO - BHI	2.00	Officer Director	$0	$47,927	$452,741
JUDY WELCH	BOARD TRUSTEE	1.00	Director	$0	$0	$0
MIKE NOVAKOSKI	BOARD TRUSTEE	1.00	Director	$0	$0	$0
MIKE RAYMOND	BOARD TRUSTEE	1.00	Director	$0	$0	$0
JACK NICHOLS	BOARD TRUSTEE	1.00	Director	$0	$0	$0
MICHELE MCISAAC	BOARD TRUSTEE	1.00	Director	$0	$0	$0
MIKE LLOYD	BOARD TRUSTEE	1.00	Director	$0	$0	$0
KATHY LAIDLAW	BOARD TRUSTEE	1.00	Director	$0	$0	$0
GINNY POSTMA	BOARD TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HUFF	BOARD TRUSTEE - TREASURER	1.00	Officer Director	$0	$0	$0
JOHN FITZGERALD	BOARD TRUSTEE	1.00	Director	$0	$0	$0
MARK CUSTER	BOARD TRUSTEE - VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAT WARING	BOARD TRUSTEE - CHAIR	1.00	Officer Director	$0	$0	$0
JILL VANWYK	BOARD TRUSTEE	1.00	Director	$0	$0	$0
CHAD SUTLIFFE	BOARD TRUSTEE	1.00	Director	$0	$0	$0
KATHY HOLT	BOARD TRUSTEE	1.00	Director	$0	$0	$0
DR PRISCILLA KIMBOKO	BOARD TRUSTEE - SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN ABBOTT	BOARD TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MILLARD	BOARD TRUSTEE	1.00	Director	$0	$0	$0
BONNIE MILLER	BOARD TRUSTEE - EMERITUS	1.00	Director	$0	$0	$0
JOHN WERT	BOARD TRUSTEE - EMERITUS	1.00	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
2024	No data	No data	No data	No data
2023	$924,012	$864,123	$13,618,540	$59,889
2022	$1,876,952	$1,507,225	$12,810,786	$369,727
2022	$4,502,868	$816,154	$12,633,263	$3,686,714
2021	$2,040,013	$1,264,494	$12,387,128	$775,519
2020	$1,570,443	$4,139,576	$9,273,334	$-2,569,133
2019	$3,243,989	$1,974,160	$12,675,050	$1,269,829

CLARK RETIREMENT COMMUNITY FOUNDATION