Clayton Foundation For Research (EIN 741541767) - 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

1965

Legal Domicile

Principal Officer

Jarred W Sloan

Phone

7138175259

Tax Period

2023-01-01 to 2023-12-31

Clayton Foundation For Research, founded in 1965, is a mid-sized nonprofit in the Medical Research sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. Net assets of $123.5M represent 134 months of operating reserves.

Mission

The primary mission is to conduct medical research in conjunction with hospitals for the purpose of discovering the cause, prevention and cure of diseases for the benefit of mankind.

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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 $8,075,000

Program Service Revenue $96,250

Investment Income $2,729,478

Other Revenue $143,062

TOTAL REVENUE $11,043,790

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $6,488,826

Fundraising Expenses $0

Program Expenses $9,405,819

Other Expenses $4,111,704

TOTAL EXPENSES $10,750,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,043,790	$6,604,622	+0.7%
Expenses	$10,750,530	$10,006,620	+0.1%
Net Income	$293,260	$-3,401,998	-1.1%

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

N/A

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

$3,351,020

Total Directors

$3,570,827

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jarred W Sloan	Trustee, President, Treasurer	20.00	Officer Director	$274,083	$97,800	$761,256
Robert M Wallace	Trustee, Vice President	20.00	Officer Director	$203,370	$97,800	$761,256
Lynn P Carter	Trustee	8.00	Director	$97,315	$97,800	$761,256
Joan S Dunlap	Trustee, VP, Secretary	4.00	Officer Director	$126,473	$88,019	$588,105
Brian W Crozier	Trustee, Chairman	5.00	Officer Director	$97,315	$50,086	$395,392
Thomas J Brorby	Trustee, Deceased	5.00	Officer Director	$80,872	$16,600	$303,562
Robert L Evans	VP, Assistant Treasurer	40.00	Officer	$210,000	$81,846	$291,846
Kimberly A Shipley	Assistant Secretary	40.00	Officer	$173,267	$76,336	$249,603
Lawrence H Cheung	Project Researcher	40.00		$114,406	$40,035	$154,441

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	$11,043,790	$10,750,530	$130,572,468	$293,260
2022	$6,604,622	$10,006,620	$112,685,763	$-3,401,998
2021	$10,982,705	$10,317,749	$144,911,994	$664,956
2020	$10,487,160	$9,206,656	$120,838,913	$1,280,504

Clayton Foundation For Research