HARVEY BASSETT CLARKE FOUNDATION (EIN 946104609) - 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

1954

Legal Domicile

Principal Officer

STEPHEN DOHRMANN

Phone

6508534763

Tax Period

2023-01-01 to 2023-12-31

HARVEY BASSETT CLARKE FOUNDATION, founded in 1954, is a small nonprofit in the Medical Research sector that reported $200K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $64K, a strong 32% operating margin.

Mission

THE FOUNDATION IS A GENERAL CHARITABLE CORPORATION.

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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 $200,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,000

Other Expenses $136,670

TOTAL EXPENSES $136,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,500	$145,000	+0.4%
Expenses	$136,670	$161,595	-0.2%
Net Income	$63,830	$-16,595	-4.8%

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	Role	Reportable Comp	Other Comp	Total
STEPHEN DOHRMANN	President	Officer Director	$0	$0	$0
ROBERT ENG	Vice President	Officer Director	$0	$0	$0
KAREN LI	SEC/TREASURER	Officer Director	$0	$0	$0
ANTHONY MEIER	BOARD MEMBER	Director	$0	$0	$0
JB JONES	BOARD MEMBER	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
2023	$200,500	$136,670	$209,987	$63,830

HARVEY BASSETT CLARKE FOUNDATION