STANLEY CLEMANS FUND UW MELVIN G SPERRY C/O C DAVID MCMUNN (EIN 556019574) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

JAMES C TURNER

Phone

3046261123

Tax Period

2023-01-01 to 2023-12-31

STANLEY CLEMANS FUND UW MELVIN G SPERRY C/O C DAVID MCMUNN, founded in 1961, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $84K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 34% operating margin.

Mission

TO INVEST TRUST ASSETS IN A MANNER WHICH PRODUCES INVESTMENT INCOME FOR THE PURCHASE OF BOOKS & PUBLICATIONS TO BENEFIT THE CLARKSBURG-HARRISON PUBLIC LIBRARY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $83,798

Other Revenue $0

TOTAL REVENUE $83,798

Expense Breakdown

Grants Paid $47,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,000

Other Expenses $8,715

TOTAL EXPENSES $55,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,798	$255,219	-0.7%
Expenses	$55,715	$40,512	+0.4%
Net Income	$28,083	$214,707	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JAMES C TURNER	TRUSTEE	Director	$0	$0	$0
C DAVID MCMUNN	TRUSTEE	Director	$0	$0	$0
WALTER L WILLIAMS	TRUSTEE	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	$83,798	$55,715	$2,069,822	$28,083
2022	$255,219	$40,512	$1,856,220	$214,707
2021	$128,483	$38,241	$2,238,492	$90,242
2020	$74,112	$37,690	$1,949,440	$36,422
2019	$100,653	$39,301	$1,783,388	$61,352
2018	$65,661	$37,195	$1,509,928	$28,466

STANLEY CLEMANS FUND UW MELVIN G SPERRY C/O C DAVID MCMUNN