IVY HALL FOUNDATION

EIN: 113708443 501(c)(3)

CHARLOTTE, NC

Total Revenue
$17,015
Total Expenses
$6,781
Total Assets
$450,695
Net Assets
$238,885
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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
2004
Legal Domicile
NC
Principal Officer
TREVA PETTIS
Phone
7045090811
Tax Period
2021-07-01 to 2022-06-30

IVY HALL FOUNDATION, founded in 2004, is a micro nonprofit that reported $17K in total revenue in fiscal year 2021. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 60% operating margin.

Mission

THE MISSION IS TO SERVE THE COMMUNITY THROUGH PROGRAMS FOR HEALTH, EDUCATION, CULTURAL, PERSONAL SAFETY AND ECONOMIC DEVELOPMENT WITH THE THRUST OF "STRENGTHENING THE FAMILY".

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $34,623
Program Service Revenue $0
Investment Income $0
Other Revenue $-17,608
TOTAL REVENUE $17,015

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $3,140
Other Expenses $6,781
TOTAL EXPENSES $6,781

Year-over-Year Comparison

2021 2020 Change
Revenue $17,015 $7,153 +1.4%
Expenses $6,781 $3,931 +0.7%
Net Income $10,234 $3,222 +2.2%
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

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Governance

Voting Members
28
Independent Members
28
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAMELA HUNTER PRESIDENT N/A
Officer
$0 $0 $0
TREVA PETTIS INTERIM TREA N/A
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
2022 $17,015 $6,781 $450,695 $10,234
2021 $7,153 $3,931 $447,440 $3,222
2020 $-4,578 $8,755 $450,429 $-13,333
2019 $26,932 $13,698 $441,760 $13,234
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