HENRY CLAY MEMORIAL FOUNDATION (EIN 610461732) - 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

1926

Legal Domicile

Phone

8592668581

Tax Period

2024-01-01 to 2024-12-31

HENRY CLAY MEMORIAL FOUNDATION, founded in 1926, is a small nonprofit that reported $978K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $186K, a strong 19% operating margin.

Mission

PRESERVE THE HENRY CLAY ESTATE AS A NATIONAL HISTORIC LANDMARK, MUSEUM AND EDUCATIONAL CENTER FOR HISTORY OF THE 19TH CENTURY & TO INTERPRET THE LIFE OF HENRY CLAY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $430,054

Program Service Revenue $163,080

Investment Income $198,195

Other Revenue $186,684

TOTAL REVENUE $978,013

Expense Breakdown

Grants Paid $0

Salaries & Benefits $435,734

Fundraising Expenses $89,064

Program Expenses $568,758

Other Expenses $356,729

TOTAL EXPENSES $792,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$978,013	$844,367	+0.2%
Expenses	$792,463	$704,068	+0.1%
Net Income	$185,550	$140,299	+0.3%

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

Total Directors

$94,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CLARK	Executive Dir.	40.00	Director	$94,300	$0	$94,300
LINDA BREATHITT	IMM CHAIRMAN	1.00	Officer Director	$0	$0	$0
HOLLY BANDOROFF	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN SPEARS	BOARD MEMBER	1.00	Director	$0	$0	$0
MACK COX	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON AMMERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE KRETZ	Treasurer	1.00	Officer Director	$0	$0	$0
GREGORY VAN TATENHOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE ANDREW	Secretary	1.00	Officer Director	$0	$0	$0
LEE GREER	BOARD MEMBER	1.00	Director	$0	$0	$0
QUIN BROADBENT	Vice Chair	1.00	Officer Director	$0	$0	$0
CATHERINE RICHMOND	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIM DIXON	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA GREATHOUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES COLEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JANIE PAPPAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEA BROWN	BOARD MEMEBER	1.00	Director	$0	$0	$0
JOHN STEWART	Chairman	1.00	Officer Director	$0	$0	$0
JEFF GARRET	BOARD MEMBER	1.00	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	$978,013	$792,463	$5,899,943	$185,550
2023	$844,367	$704,068	$5,490,141	$140,299
2022	$703,536	$661,529	$5,114,527	$42,007
2021	$872,865	$583,156	$5,605,110	$289,709
2020	$463,000	$568,926	$5,092,341	$-105,926
2019	$528,874	$567,131	$4,943,901	$-38,257
2018	$561,575	$545,173	$4,696,005	$16,402

HENRY CLAY MEMORIAL FOUNDATION