Clayton Education Foundation

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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

Alex Berger III

Phone

3148546044

Tax Period

2022-07-01 to 2023-06-30

Clayton Education Foundation, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $118K in total revenue in fiscal year 2022. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $187K exceeded revenue, resulting in a 58% operating deficit.

Mission

Clayton Education Foundation advances the Clayton Sch Dist culture of academic excellence and helps students reach their full potential by funding classroom initiatives, providing access to edu opportunities and promoting alumni connections

Program Service Accomplishments

Program 1

Expenses: $82,139 Revenue: $124,664

The Clayton Education Foundation (CEF) funds programs that provide innovative learning experiences for students in each of our six schools, including: - Teacher Innovation Grants that enable our...

The Clayton Education Foundation (CEF) funds programs that provide innovative learning experiences for students in each of our six schools, including: - Teacher Innovation Grants that enable our teachers to try new materials and methods in the classroom that can't be funded by the District. - The Rick Beard Endowment Fund supports STEM initiatives in the District, such as hotspots for families lacking internet access. This allows students to complete homework and conduct research, as well as communicate with teachers and peers. -Purchased new books for three elementary school libraries. -Tutoring for elementary students who qualify for free and reduced lunch

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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 (2022)

Revenue Breakdown

Contributions & Grants $108,037

Program Service Revenue $0

Investment Income $9,879

Other Revenue $0

TOTAL REVENUE $117,916

Expense Breakdown

Grants Paid $82,139

Salaries & Benefits $0

Fundraising Expenses $11,696

Program Expenses $82,139

Other Expenses $104,693

TOTAL EXPENSES $186,832

Year-over-Year Comparison

	2022	2021	Change
Revenue	$117,916	$186,850	-0.4%
Expenses	$186,832	$164,918	+0.1%
Net Income	$-68,916	$21,932	-4.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alex Berger III	Director and President	1.00	Director	$0	$0	$0
Kyle Hogan	Vice President/Director	1.00	Director	$0	$0	$0
Bruce Abrams	Treasurer/Director	1.00	Director	$0	$0	$0
Judy Gorin	Secretary/Director	1.00	Director	$0	$0	$0
Greg Ellston	Director	0.25	Director	$0	$0	$0
Lilly Gutwein Scharff	Director	0.25	Director	$0	$0	$0
Benjamin Hochman	Director	0.25	Director	$0	$0	$0
Robert Kerr	Director	0.25	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
2023	$117,916	$186,832	$600,616	$-68,916
2022	$186,850	$164,918	$662,770	$21,932
2021	$171,202	$130,636	$608,696	$40,566
2020	$357,390	$1,248,727	$555,680	$-891,337
2019	$1,083,236	$194,156	$1,447,016	$889,080