THE CLARA LIONEL FOUNDATION (EIN 455620521) - 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

2012

Legal Domicile

Principal Officer

MAI LASSITER

Phone

2122023230

Tax Period

2023-01-01 to 2023-12-31

THE CLARA LIONEL FOUNDATION, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $7.6M exceeded revenue, resulting in a 165% operating deficit.

Mission

CLF INVESTS IN CLIMATE JUSTICE AND CLIMATE RESILIENCE INITIATIVES IN THE CARIBBEAN & UNITED STATES AND HELPS COMMUNITIES PREPARE FOR AND WITHSTAND NATURAL DISASTERS.

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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 $1,266,815

Program Service Revenue $0

Investment Income $1,613,548

Other Revenue $0

TOTAL REVENUE $2,880,363

Expense Breakdown

Grants Paid $4,405,015

Salaries & Benefits $1,393,667

Fundraising Expenses $111,931

Program Expenses $6,049,834

Other Expenses $1,835,427

TOTAL EXPENSES $7,634,109

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,880,363	$28,731,272	-0.9%
Expenses	$7,634,109	$20,254,125	-0.6%
Net Income	$-4,753,746	$8,477,147	-1.6%

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

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

$601,144

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN R FENTY	FOUNDER	3.00	Director	$0	$0	$0
MAI LASSITER	DIRECTOR	3.00	Director	$0	$0	$0
KAWANNA BROWN	DIRECTOR	3.00	Director	$0	$0	$0
CHERYL ALSTON	DIRECTOR	3.00	Officer Director	$0	$0	$0
JAY BROWN	DIRECTOR	3.00	Director	$0	$0	$0
MONICA FENTY BRAITHWAITE	DIRECTOR	3.00	Director	$0	$0	$0
LUKAS HAYNES	DIRECTOR	3.00	Director	$0	$0	$0
TAMARA LARSEN	PRESIDENT	3.00	Officer Director	$0	$0	$0
JESSIE SCHUTT-AINE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JUSTINE LUCAS THROUGH 042023	EXECUTIVE DIRECTOR	40.00	Officer	$241,685	$5,744	$247,429
IVAN ROSALES	CHIEF FINANCIAL AND OPERATING OFFICER	40.00	Officer	$237,500	$25,963	$263,463
JO OPOT FROM 042023	INTERIM EXECUTIVE DIRECTOR	20.00	Officer	$90,252	$0	$90,252

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	$2,880,363	$7,634,109	$51,989,011	$-4,753,746
2022	$28,731,272	$20,254,125	$57,899,179	$8,477,147
2021	$23,596,509	$8,907,323	$44,086,810	$14,689,186
2020	$51,804,365	$34,203,622	$30,340,502	$17,600,743
2019	$6,709,700	$3,870,223	$11,749,384	$2,839,477
2019	$6,698,794	$3,870,223	$11,749,384	$2,828,571
2018	$5,053,073	$1,961,664	$8,628,675	$3,091,409

THE CLARA LIONEL FOUNDATION