IVY HILL FOUNDATION INC BROCKETT

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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

1999

Legal Domicile

Principal Officer

CHRIS T BROCKETT

Phone

2158222515

Tax Period

2023-01-01 to 2023-12-31

IVY HILL FOUNDATION INC BROCKETT, founded in 1999, is a small nonprofit in the Human Services sector that reported $549K in total revenue in fiscal year 2023.

Mission

ESTABLISHING, MAINTAINING, AND DELIVERING PROFESSIONAL PROGRAMS DESIGNED TO ENHANCE THE LIVES OF THOSE INDIVIDUALS WITH PHYSICAL, SOCIAL, EDUCATIONAL, OR PSYCHOLOGICAL CHALLENGES.

Program Service Accomplishments

Program 1

Expenses: $450,667

OFFER THERAPEUTIC RIDING LESSONS FOR INDIVIDUALS WITH COGNITIVE, PHYSICAL, OR EMOTIONAL DISABILITIES TO HELP STUDENTS GAIN CONFIDENCE BY MASTERING RIDING SKILLS THROUGH FORMING A PARTNERSHIP WITH THE HORSE. COGNITIVE BENEFITS CAN INCLUDE SEQUENCING, HAND-EYE COORDINATION, MULTI- TASKING, SENSORY INTEGRATION, LEFT/RIGHT DISCRIMINATION, MOTOR PLANNING, PATTERNING, AND VISUAL/SPATIAL PERCEPTION. PHYSICAL BENEFITS CAN INCLUDE GREATER STRENGTH AND AGILITY, IMPROVED BALANCE AND POSTURE, IMPROVED WEIGHT-BEARING ABILITY, IMPROVED CIRCULATION, RESPIRATION, AND METABOLISM, NORMALIZING OF MUSCLE TONE, REDUCED SPACISITY, IMPROVED FINE AND GROSS MOTOR SKILLS, IMPROVED COORDINATION, IMPROVED REFLEXES, AND INCREASED RANGE OF MOTION.

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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 $174,497

Program Service Revenue $287,159

Investment Income $3,135

Other Revenue $83,810

TOTAL REVENUE $548,601

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,075

Fundraising Expenses $38,394

Program Expenses $458,043

Other Expenses $283,897

TOTAL EXPENSES $578,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$548,601	$562,924	0.0%
Expenses	$578,972	$549,219	+0.1%
Net Income	$-30,371	$13,705	-3.2%

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

Governance

Voting Members

Independent Members

Employees

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
CHRIS T BROCKETT	PRESIDENT	35.00	Officer Director	$0	$0	$0
AMY HERRMANN	DIRECTOR	2.00	Officer Director	$0	$0	$0
JOHN COCHRANE	TREASURER	5.00	Officer Director	$0	$0	$0
VERE BRYAN	VICE PRESIDE	5.00	Director	$0	$0	$0
JOY MARION WALTER	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY ANGLE-HUDOCK	DIRECTOR	2.00	Director	$0	$0	$0
GINA FORMICA	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN STRAUSSER	SECRETARY	5.00	Director	$0	$0	$0
MEG BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
SANDI REIFSNEIDER	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE SCHWARTZBERG	DIRECTOR	2.00	Director	$0	$0	$0
SUSANNE MCMAHON	EXECUTIVE DI	2.00	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
2024	No data	No data	No data	No data
2023	$548,601	$578,972	$418,755	$-30,371
2022	$562,924	$549,219	$447,380	$13,705
2021	$537,277	$368,699	$429,983	$168,578
2020	$416,720	$316,220	$266,800	$100,500
2019	$514,700	$413,290	$159,259	$101,410
2018	$414,458	$457,696	$64,555	$-43,238