CLAUSEN HOUSE (EIN 941639361) - 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

1966

Legal Domicile

Phone

5108390050

Tax Period

2023-01-01 to 2023-12-31

CLAUSEN HOUSE, founded in 1966, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2023. Net assets of $7.6M represent 32 months of operating reserves.

Mission

HELPING PEOPLE WITH DEVELOPMENTAL DISABILITIES TO WORK, LIVE AND SERVE IN THE COMMUNITY SINCE 1967.

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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 $121,573

Program Service Revenue $2,604,625

Investment Income $107,161

Other Revenue $30,240

TOTAL REVENUE $2,863,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,899,189

Fundraising Expenses $157,744

Program Expenses $2,379,778

Other Expenses $1,096,450

TOTAL EXPENSES $2,995,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,863,599	$2,799,704	+0.0%
Expenses	$2,995,639	$3,258,997	-0.1%
Net Income	$-132,040	$-459,293	-0.7%

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

$165,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAYNETTE UNDERHILL	Executive Dir.	40.00	Officer	$165,665	$0	$165,665
YALE KOFMAN	Vice President	1.00	Officer Director	$0	$0	$0
KATY DICKINSON	Secretary	1.00	Director	$0	$0	$0
REV DR MAURICIO WILSON	CFO	1.00	Officer Director	$0	$0	$0
ROBERT CARLONI	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY BARBOUR TAYLOR	President	1.00	Officer Director	$0	$0	$0
DEBORAH F SCHWEIZER	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	No data	No data	No data	No data
2023	$2,863,599	$2,995,639	$7,922,814	$-132,040
2022	$2,799,704	$3,258,997	$7,908,072	$-459,293
2021	$3,862,364	$2,911,313	$8,720,823	$951,051
2020	$3,624,968	$3,193,217	$7,757,509	$431,751
2019	$4,169,202	$3,504,888	$6,325,321	$664,314
2018	$3,454,897	$3,185,228	$5,174,043	$269,669

CLAUSEN HOUSE