CLARK RETIREMENT SERVICES COMPANY (EIN 842692761) - 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

2019

Legal Domicile

Principal Officer

ROGER E WEIDEMAN II

Phone

6164521568

Tax Period

2023-01-01 to 2023-12-31

CLARK RETIREMENT SERVICES COMPANY, founded in 2019, is a micro nonprofit in the Housing & Shelter sector that reported $124K in total revenue in fiscal year 2023.

Mission

TO PROVIDE SUPPORT FOR CLARK RETIREMENT COMMUNITY, INC AND OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE CLARK RETIREMENT COMMUNITY MISSION.

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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 $-124,322

Other Revenue $0

TOTAL REVENUE $-124,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,397

TOTAL EXPENSES $5,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-124,322	$-37,006	+2.4%
Expenses	$5,397	$491	+10.0%
Net Income	$-129,719	$-37,497	+2.5%

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

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

$1,443,890

Total Directors

$1,443,890

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DATTILO	DIRECTOR & CEO	2.00	Officer Director	$0	$47,927	$452,741
ROGER WEIDEMAN II	DIRECTOR & CFO	2.00	Officer Director	$0	$46,241	$404,827
BRIAN PANGLE	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$35,313	$349,981
JAY RUMBACH	DIRECTOR & SECRETARY	1.00	Officer Director	$0	$11,072	$236,341

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	$-124,322	$5,397	$512,331	$-129,719
2022	$60,954	$17,781	$923,513	$43,173
2022	$-37,006	$491	$411,867	$-37,497
2021	No data	$66,598	$880,340	No data
2020	$60,816	No data	$946,938	No data

CLARK RETIREMENT SERVICES COMPANY