IVY 1879 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

1997

Legal Domicile

Principal Officer

ALEX EVANS

Phone

6099242236

Tax Period

2023-01-01 to 2023-12-31

IVY 1879 FOUNDATION INC, founded in 1997, is a small nonprofit in the Education sector that reported $303K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 37% operating margin.

Mission

SUPPORT OF THE EDUCATIONAL AND CULTURAL ACTIVITIES OF THE IVY CLUB AS WELL AS PROVIDING SCHOLARSHIPS AND EDUCATIONAL LECTURES AND DISCUSSIONS AND PRESERVATION OF THE HISTORIC CLUBHOUSE

Program Service Accomplishments

Program 1

Expenses: $105,077

SCHOLARSHIPS TO IVY CLUB MEMBERS

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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 $190,935

Program Service Revenue $0

Investment Income $112,105

Other Revenue $0

TOTAL REVENUE $303,040

Expense Breakdown

Grants Paid $105,077

Salaries & Benefits $0

Fundraising Expenses $68,246

Program Expenses $105,077

Other Expenses $84,714

TOTAL EXPENSES $189,791

Year-over-Year Comparison

	2023	2022	Change
Revenue	$303,040	$236,152	+0.3%
Expenses	$189,791	$120,713	+0.6%
Net Income	$113,249	$115,439	0.0%

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

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
GREGORY L GUYETT	TRUSTEE	0.5	Director	$0	$0	$0
FRANCES P JAIN	TRUSTEE	0.5	Director	$0	$0	$0
EMMA MORTON BOURS	TRUSTEE	0.5	Director	$0	$0	$0
CAROLINE R SHIFKE	TRUSTEE	0.5	Director	$0	$0	$0
BRIAN MCDONALD	TRUSTEE	0.5	Director	$0	$0	$0
FOLASADE RUNCIE	TRUSTEE	0.5	Director	$0	$0	$0
ALEXANDER EVANS	TREASURER	1.0	Officer	$0	$0	$0
BILL UGHETTA	PRESIDENT	1.0	Officer	$0	$0	$0
CHAD PERRY	SECRETARY	0.5	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	No data	No data	No data	No data
2023	$303,040	$189,791	$3,208,156	$113,249
2022	$236,152	$120,713	$2,875,853	$115,439
2021	$554,242	$39,022	$3,225,404	$515,220
2020	$291,933	$93,369	$2,516,257	$198,564
2019	$509,008	$105,872	$2,150,477	$403,136
2018	$601,348	$152,100	$1,670,629	$449,248
2017	$52,447	$127,704	$1,270,834	$-75,257
2016	$676,301	$142,439	$1,206,132	$533,862