Ivy Foundation SuffolkNassau (EIN 113551213) - 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

2000

Legal Domicile

Phone

5166520844

Tax Period

2024-01-01 to 2024-12-31

Ivy Foundation SuffolkNassau, founded in 2000, is a small nonprofit in the Education sector that reported $303K in total revenue in fiscal year 2024. The organization ran a surplus of $87K, a strong 29% operating margin.

Mission

Serve women, young ladies, youth, and marginalized families by providing and supporting programs and initiatives in the areas of health education, financial literacy, and wellness

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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 $303,253

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $303,256

Expense Breakdown

Grants Paid $38,927

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,098

Other Expenses $177,395

TOTAL EXPENSES $216,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,256	N/A	N/A
Expenses	$216,322	N/A	N/A
Net Income	$86,934	N/A	N/A

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
Leah Watson	Chairman	12.00	Officer	$0	$0	$0
Gia C Harrison	Vice Chairman	7.00	Officer	$0	$0	$0
Heather M Palmore	Recording Secretary	2.00	Officer	$0	$0	$0
Vashti Burke	Treasurer	3.00	Officer	$0	$0	$0
Karla Blakes Garner	Financial Secretary	3.00	Officer	$0	$0	$0
Anne Marie Malcom	Member-at-Large	1.00	Officer	$0	$0	$0
Pleshette Shelton	Parliamentarian	2.00	Officer	$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	$303,256	$216,322	$138,933	$86,934
2021	$25,263	$22,900	$98,432	$2,363
2020	$39,302	$25,174	$96,069	$14,128
2019	$33,279	$58,356	$81,941	$-25,077
2018	$78,388	$23,086	$107,023	$55,302

Ivy Foundation SuffolkNassau