INGLIS FOUNDATION (EIN 232326553) - 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

1985

Legal Domicile

Principal Officer

DYANN ROTH

Phone

2158785600

Tax Period

2023-07-01 to 2024-06-30

INGLIS FOUNDATION, founded in 1985, is a mid-sized nonprofit in the Human Services sector that reported $22.8M in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.8M, a strong 43% operating margin.

Mission

PROVIDES STRATEGIC PLANNING, FUNDRAISING & PUBLIC RELATIONS FOR INGLIS AND RELATED ORGANIZATIONS.

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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 $2,083,831

Program Service Revenue $6,341,852

Investment Income $14,393,436

Other Revenue $-3,711

TOTAL REVENUE $22,815,408

Expense Breakdown

Grants Paid $43,549

Salaries & Benefits $7,677,090

Fundraising Expenses $669,966

Program Expenses $552,904

Other Expenses $5,245,838

TOTAL EXPENSES $12,966,477

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,815,408	$13,880,476	+0.6%
Expenses	$12,966,477	$14,824,850	-0.1%
Net Income	$9,848,931	$-944,374	-11.4%

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

147

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

$679,234

Total Directors

Key Employees

$724,009

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN ROSENBERG	CHAIR	1.00	Officer Director	$0	$0	$0
ELLEN PULVER FLATT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DENISE MARBACH	TREASURER	1.00	Officer Director	$0	$0	$0
FADY SAHHAR	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN MELVIN	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE O'NEIL	DIRECTOR	1.00	Director	$0	$0	$0
TED ROSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KAREN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
ANITA WEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
MARIA BELETSKY	DIRECTOR	1.00	Director	$0	$0	$0
DYANN ROTH	PRESIDENT & CEO	30.00	Officer	$368,095	$27,043	$395,138
CHRISTOPHER BATHE	CFO	30.00	Officer	$259,508	$24,588	$284,096
CHERYL WHITFIELD	CHIEF PEOPLE & CULTURE OFFICER	38.00	Key Emp	$253,925	$6,799	$260,724
KAREN VOEGELE	CHIEF QUALITY & COMPLIANCE OFFICER	38.00	Key Emp	$232,035	$9,805	$241,840
THERESA JENKINSON	CHIEF STRATEGY OFFICER	35.00	Key Emp	$198,263	$23,182	$221,445
CHARLES MOORE	SENIOR DIRECTOR, INFORMATION TECHNOLOGY	40.00	Highest	$203,285	$9,186	$212,471
PHILLIP MOWREY	SENIOR DIRECTOR, HELP DESK	40.00	Highest	$190,597	$30,177	$220,774
WILLIAM WEIN	DIRECTOR OF TALENT DEVELOPMENT	40.00	Highest	$175,593	$31,343	$206,936
EMILY YIP	CONTROLLER	40.00	Highest	$160,432	$15,166	$175,598
DIMITRA STAFILIDIS	DIRECTOR HEALTH INFORMATICS	40.00	Highest	$159,483	$11,743	$171,226

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
2025	No data	No data	No data	No data
2024	$22,815,408	$12,966,477	$290,479,141	$9,848,931
2023	$13,880,476	$14,824,850	$274,760,050	$-944,374
2022	$15,976,490	$11,796,222	$265,729,414	$4,180,268
2021	$28,985,012	$10,509,718	$295,097,384	$18,475,294
2020	$16,920,191	$11,296,883	$233,825,090	$5,623,308
2019	$25,063,399	$10,117,387	$233,412,308	$14,946,012

INGLIS FOUNDATION