Ivy Alliance Foundation

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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

1920

Legal Domicile

Principal Officer

Carla BakerMoore

Phone

3144774162

Tax Period

2024-01-01 to 2024-12-31

Ivy Alliance Foundation, founded in 1920, is a small nonprofit in the Education sector that reported $465K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $121K, a strong 26% operating margin.

Mission

Purpose is fostering civic and educational movements and encourage young women to attain a college education.

Program Service Accomplishments

Program 1

Expenses: $51,051

Maintained a professional Greek organization for the benefit, advancement and furtherance of its members and the St Louis Community.

Program 2

Expenses: $45,646

Made philanthropic donations to charitable organizations

Program 3

Expenses: $36,360

Provided scholarships to individuals

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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 (2024)

Revenue Breakdown

Contributions & Grants $456,053

Program Service Revenue $3,100

Investment Income $6,152

Other Revenue $0

TOTAL REVENUE $465,305

Expense Breakdown

Grants Paid $36,153

Salaries & Benefits $0

Fundraising Expenses $171,356

Program Expenses $158,113

Other Expenses $307,735

TOTAL EXPENSES $343,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$465,305	$540,700	-0.1%
Expenses	$343,888	$357,207	0.0%
Net Income	$121,417	$183,493	-0.3%

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

100

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
Carla Baker-Moore	President	5.00	Officer Director	$0	$0	$0
Adeola Adewale	Assistant Financial Secretary	5.00	Director	$0	$0	$0
Lisa Patterson	Recording Secretary	5.00	Officer Director	$0	$0	$0
Candice Nance	Vice President	5.00	Officer Director	$0	$0	$0
Lisa Mack	Financial Secretary	5.00	Director	$0	$0	$0
Joy Johnson	Treasurer	5.00	Officer Director	$0	$0	$0
Tamara McNeil	Assistant Recording Secretary	5.00	Director	$0	$0	$0
Kimberly Goodwin	Corresponding Secretary	5.00	Director	$0	$0	$0
Lakisha Bolden	Assistant Corresponding Secretary	5.00	Director	$0	$0	$0
Antoinette Green	Assistant Treasurer	5.00	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	$465,305	$343,888	$940,597	$121,417
2023	$540,700	$357,207	$844,489	$183,493
2022	$226,349	$168,277	$706,814	$58,072
2021	$130,232	$34,302	$530,471	$95,930