CLAY SOPER MEMORIAL FUND INC (EIN 475419403) - 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

2015

Legal Domicile

Principal Officer

GENEVIEVE SOPER

Phone

6176330404

Tax Period

2023-01-01 to 2023-12-31

CLAY SOPER MEMORIAL FUND INC, founded in 2015, is a micro nonprofit in the Youth Development sector that reported $98K in total revenue in fiscal year 2023. Expenses of $145K exceeded revenue, resulting in a 48% operating deficit.

Mission

THE CLAY SOPER MEMORIAL FUND WILL SEEK TO EDUCATE AND SUPPORT POSITIVE SOCIAL YOUTH DEVELOPMENT.

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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 $61,410

Program Service Revenue $5,228

Investment Income $4,711

Other Revenue $26,334

TOTAL REVENUE $97,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,784

Fundraising Expenses $0

Program Expenses $142,402

Other Expenses $47,764

TOTAL EXPENSES $144,548

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,683	$93,144	+0.0%
Expenses	$144,548	$120,924	+0.2%
Net Income	$-46,865	$-27,780	+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

Volunteers

N/A

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

$50,000

Total Directors

$50,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARLENE HEIKKINEN	CLERK	40.00	Officer Director	$25,000	$0	$25,000
GENEVIEVE SOPER	PRESIDENT	40.00	Officer Director	$25,000	$0	$25,000
KRISTIN M CRESSMAN	TREASURER	0.50	Officer Director	$0	$0	$0
BRYAN VAN DORPE	DIRECTOR	0.50	Director	$0	$0	$0
JASON FIDLER	DIRECTOR	0.50	Director	$0	$0	$0
TODD HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
STEVE KEATING	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN LASH	DIRECTOR	0.50	Director	$0	$0	$0
DAVID PICARILLO	DIRECTOR	0.50	Director	$0	$0	$0
ALLIE SOPER	DIRECTOR	0.50	Director	$0	$0	$0
EDWARD S SOPER	DIRECTOR	0.50	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	$97,683	$144,548	$109,135	$-46,865
2022	$93,144	$120,924	$157,900	$-27,780
2021	$144,518	$108,645	$185,680	$35,873
2020	$84,823	$179,711	$166,279	$-94,888
2019	$201,344	$221,473	$134,595	$-20,129

CLAY SOPER MEMORIAL FUND INC