ISABELLA FOUNDATION INC

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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

1993

Legal Domicile

Principal Officer

ANN WYATT

Phone

2123429200

Tax Period

2019-01-01 to 2019-12-31

ISABELLA FOUNDATION INC, founded in 1993, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $3K in total revenue in fiscal year 2019. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $64K exceeded revenue, resulting in a 1967% operating deficit.

Mission

THE ISABELLA FOUNDATION'S MISSION IS TO ASSIST AND SPONSOR PROGRAMS IN THE FIELDS OF AGING AND GERIATRICS AND TO DEVELOP AND EXPAND COMMUNITY INVOLVEMENT AND PARTICIPATION IN THESE FIELDS, AND TO PROVIDE FINANCIAL SUPPORT FOR ISABELLA HOME AND ITS AFFILIATED SUBSIDIARIES TO FURTHER THEIR MISSIONS OF SERVICE TO DISABLED AND ELDERLY IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $43,456 Revenue: $0

ISABELLA FOUNDATION, THROUGH ITS FUNDRAISING EFFORTS, WAS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO ITS AFFILIATED ORGANIZATION, ISABELLA HOME, IN FURTHERANCE OF ITS MISSION TO PROVIDE QUALITY...

ISABELLA FOUNDATION, THROUGH ITS FUNDRAISING EFFORTS, WAS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO ITS AFFILIATED ORGANIZATION, ISABELLA HOME, IN FURTHERANCE OF ITS MISSION TO PROVIDE QUALITY RESIDENT-CENTERED CARE TO THE ELDERLY AND DISABLED IN OUR COMMUNITY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,084

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,084

Expense Breakdown

Grants Paid $43,456

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,456

Other Expenses $20,290

TOTAL EXPENSES $63,746

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,084	$252,186	-1.0%
Expenses	$63,746	$408,103	-0.8%
Net Income	$-60,662	$-155,917	-0.6%

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

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
Ann Wyatt	Chair	0.2	Officer Director	$0	$0	$0
John T Green	Vice Chair	0.2	Officer Director	$0	$0	$0
Jay Talbot	Treasurer	0.2	Officer Director	$0	$0	$0
Caroline M Jacobs	Secretary	0.2	Officer Director	$0	$0	$0
Tara Cortes	Member	0.2	Director	$0	$0	$0
Richard B Harding Jr	Member	0.2	Director	$0	$0	$0
Mark Lipton PHD	Member	0.2	Director	$0	$0	$0
Patricia Powell MD	Member	0.2	Director	$0	$0	$0
Hila Richardson PHD	Member	0.2	Director	$0	$0	$0
Msgr Gerald T Walsh	Member	0.2	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
2019	$3,084	$63,746	$198,143	$-60,662
2018	$252,186	$408,103	$267,494	$-155,917