ELLIE FUND INC (EIN 043280390) - 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

1995

Legal Domicile

Phone

7814490100

Tax Period

2024-01-01 to 2024-12-31

ELLIE FUND INC, founded in 1995, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $905K, a strong 23% operating margin.

Mission

TO PROVIDE ESSENTIAL SUPPORT SERVICES FOR BREAST CANCER PATIENTS TO EASE THE STRESSES OF EVERYDAY LIFE, ALLOWING THE FOCUS TO BE ON FAMILY, RECOVERY AND HEALING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,593,550

Program Service Revenue $0

Investment Income $47,495

Other Revenue $310,603

TOTAL REVENUE $3,951,648

Expense Breakdown

Grants Paid $1,529,850

Salaries & Benefits $1,026,268

Fundraising Expenses $839,541

Program Expenses $1,988,456

Other Expenses $490,926

TOTAL EXPENSES $3,047,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,951,648	$2,500,747	+0.6%
Expenses	$3,047,044	$2,318,431	+0.3%
Net Income	$904,604	$182,316	+4.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$348,381

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEREDITH BRYAN	EXECUTIVE DIRECTOR	40.00	Key Emp	$189,764	$30,500	$220,264
DANNA REMEN	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$128,117	$0	$128,117
JEFFREY POPKIN	FOUNDER	1.00	Director	$0	$0	$0
DENISE HAYES	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA CHANIS	DIRECTORTHRU 82024	1.00	Director	$0	$0	$0
SCOTT CLIFFORD	DIRECTOR	1.00	Director	$0	$0	$0
AMY COMANDER	DIRECTOR	1.00	Director	$0	$0	$0
MARK IRVING	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA KROPP	DIRECTOR	1.00	Director	$0	$0	$0
LUCY AMELLO	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WRIGHT	VICE CHAIR THRU 82024	1.00	Director	$0	$0	$0
WILLIAM BOYLE	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN ISAKOFF	DIRECTOR	1.00	Director	$0	$0	$0
AMY JUDD	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WRIGHT	DIRECTOR 824 THRU 825	1.00	Director	$0	$0	$0
THOMAS JACOB	CHAIR	5.00	Officer Director	$0	$0	$0
THANDA FIELDS BRASSARD	VICE PRES THRU 82024	3.00	Officer Director	$0	$0	$0
JOSEPH MIDDLETON	TREASURER	3.00	Officer Director	$0	$0	$0
ROBERT ERNST	VICE CHAIRCHAIR	1.00	Officer 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	$3,951,648	$3,047,044	$2,212,962	$904,604
2023	$2,500,747	$2,318,431	$1,302,409	$182,316
2022	$1,999,013	$2,138,858	$1,084,363	$-139,845
2022	$1,999,013	$2,138,858	$1,084,363	$-139,845
2021	$1,639,818	$1,617,455	$1,282,362	$22,363
2020	$1,523,418	$1,284,994	$1,331,836	$238,424
2019	$1,487,748	$1,578,480	$1,003,720	$-90,732
2018	$1,481,966	$1,317,655	$1,090,930	$164,311

ELLIE FUND INC