JOSHUA CHARLES CLIFFORD MEMORIAL FOUNDATION INC (EIN 863179738) - 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

2021

Legal Domicile

Principal Officer

AMANDA YOUNG

Phone

2609081624

Tax Period

2023-01-01 to 2023-12-31

JOSHUA CHARLES CLIFFORD MEMORIAL FOUNDATION INC, founded in 2021, is a small nonprofit in the Education sector that reported $154K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $113K, a strong 73% operating margin.

Mission

THE ORGANIZATION WILL PROVIDE PUBLIC BENEFIT THROUGH AGRICULTURAL AND LIVESTOCK RELATED GRANTS AND SCHOLARSHIPS.

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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 $149,240

Program Service Revenue $0

Investment Income $7,219

Other Revenue $-2,053

TOTAL REVENUE $154,406

Expense Breakdown

Grants Paid $41,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,250

Other Expenses $473

TOTAL EXPENSES $41,723

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,406	$252,929	-0.4%
Expenses	$41,723	$14,020	+2.0%
Net Income	$112,683	$238,909	-0.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACEY CLIFFORD	PRESIDENT	2.00	Officer	$0	$0	$0
LISA CLIFFORD	TREASURER	1.00	Officer	$0	$0	$0
AMANDA YOUNG	SECRETARY	2.00	Officer	$0	$0	$0
RICHARD W SQUIER JR	VICE PRESIDE	0.00	Officer	$0	$0	$0
WILLIAM CLIFFORD	BOARD MEMBER	0.00	Director	$0	$0	$0
LAUREN BROWN	BOARD MEMBER	0.00	Director	$0	$0	$0
JEFF SEISS	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$154,406	$41,723	$427,426	$112,683
2022	$252,929	$14,020	$314,743	$238,909

JOSHUA CHARLES CLIFFORD MEMORIAL FOUNDATION INC