FORREST L CLAY AND MARY A CLAY IRR TRUST DTD 8/28/15 FBO ST ALBAN'S (EIN 477254914) - 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

DAVID CLARK

Phone

3073886400

Tax Period

2023-01-01 to 2023-12-31

FORREST L CLAY AND MARY A CLAY IRR TRUST DTD 8/28/15 FBO ST ALBAN'S, founded in 2015, is a micro nonprofit in the Education sector that reported $57K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $51K left a modest 11% surplus.

Mission

THE MISSION OF THIS ORGANIZATION IS TO ALLEVIATE ANY FINANCIAL BURDEN ON ST. ALBAN'S EPISCOPAL CHURCH TO MAINTAIN A PERMANENT RECTOR AND PROVIDE FUNDS NECESSARY TO REPAIR AND MAINTAIN THE BUILDING AND GROUNDS OF ST. ALBAN'S EPISCOPAL CHURCH.

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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 $0

Program Service Revenue $0

Investment Income $57,219

Other Revenue $0

TOTAL REVENUE $57,219

Expense Breakdown

Grants Paid $44,238

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,743

Other Expenses $6,457

TOTAL EXPENSES $50,695

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,219	$38,803	+0.5%
Expenses	$50,695	$37,265	+0.4%
Net Income	$6,524	$1,538	+3.2%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

$471

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID CLARK	TRUSTEE	1.00	Director	$471	$0	$471

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	$57,219	$50,695	$1,115,183	$6,524
2022	$38,803	$37,265	$1,108,659	$1,538
2021	$45,225	$15,447	$1,107,121	$29,778
2020	$58,346	$19,656	$1,077,343	$38,690
2019	$30,753	$6,790	$1,038,653	$23,963
2018	$27,295	$39,949	$1,014,690	$-12,654

FORREST L CLAY AND MARY A CLAY IRR TRUST DTD 8/28/15 FBO ST ALBAN'S