CLIFTON WILLIAMS JR FOUNDATION INC

EIN: 800739555 501(c)(3) Human Services

NEW IBERIA, LA

Total Revenue
$801
Total Expenses
$430
Total Assets
$4,906
Net Assets
$4,906
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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
2011
Legal Domicile
LA
Principal Officer
DAISY WILLIAMS
Phone
3373640239
Tax Period
2018-01-01 to 2018-12-31

CLIFTON WILLIAMS JR FOUNDATION INC, founded in 2011, is a micro nonprofit in the Human Services sector that reported $801 in total revenue in fiscal year 2018. Revenue surged 701% from the prior year, signaling strong growth momentum. The organization ran a surplus of $371, a strong 46% operating margin.

Mission

ASSIST CHILDREN AGES 8 TO 14 YEARS OLD WITH BACK TO SCHOOL SUPPLIES AND FREE HAIR CUTS AND HAIR STYLING.

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $801
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $801

Expense Breakdown

Grants Paid $75
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $430
Other Expenses $355
TOTAL EXPENSES $430

Year-over-Year Comparison

2018 2017 Change
Revenue $801 $100 +7.0%
Expenses $430 $285 +0.5%
Net Income $371 $-185 -3.0%
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

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
10

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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAISY WILLIAMS PRESIDENT 80.00
Officer
$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
2018 $801 $430 $4,906 $371
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