IESE Foundation Inc

EIN: 261822489 501(c)(3) Education

New York, NY

Total Revenue
$254,098
Total Expenses
$314,548
Total Assets
$34,846
Net Assets
$34,846
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NY
Phone
6463468850
Tax Period
2024-09-01 to 2025-08-31

IESE Foundation Inc, founded in 2007, is a small nonprofit in the Education sector that reported $254K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $315K exceeded revenue, resulting in a 24% operating deficit.

Mission

IESE Foundation, Inc's primary purposes are to support research, the dissemination of information, education and training, all related to business and management and to economics, sociology, psychology and other disciplines in so far as they relate to business and management. It will achieve its goals through grants to support the development and activities of other not-for-profit entities in so far as their programs and activities contribute to the achievement of the Corporation's purposes.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $252,350
Program Service Revenue $0
Investment Income $1,748
Other Revenue $0
TOTAL REVENUE $254,098

Expense Breakdown

Grants Paid $301,925
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $301,925
Other Expenses $12,623
TOTAL EXPENSES $314,548

Year-over-Year Comparison

2024 2023 Change
Revenue $254,098 $303,074 -0.2%
Expenses $314,548 $223,371 +0.4%
Net Income $-60,450 $79,703 -1.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
6
Independent Members
3
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
4
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jordi Canals Trustee/Pres 1.00
Officer Director
$0 $0 $0
Jamie Alonso Trustee/Secy 1.00
Officer Director
$0 $0 $0
Rose Cosio Trustee 1.00
Director
$0 $0 $0
Eric Weber Trustee/VP 1.00
Officer Director
$0 $0 $0
Claire Huang Trustee 1.00
Director
$0 $0 $0
William Layton Trustee 1.00
Director
$0 $0 $0
Paul Gallagher Treasurer 1.00
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
2025 $254,098 $314,548 $34,846 $-60,450
2024 No data No data No data No data
2023 $283,616 $276,591 $18,530 $7,025
2022 $112,905 $118,472 $8,568 $-5,567
2021 $27,810 $27,779 $14,135 $31
2020 $77,743 $82,148 $14,104 $-4,405
2020 No data No data No data No data
2019 $144,190 $151,723 $19,218 $-7,533
2018 $117,314 $163,196 $57,375 $-45,882
Explore More Nonprofits
Top 100 Nonprofits in New York Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare IESE Foundation Inc with other nonprofits in New York and across the country.