IVY FOUNDATION OF MONTGOMERY AL INC (EIN 431984418) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

YVONNE SAXON

Phone

3345491027

Tax Period

2023-01-01 to 2023-12-31

IVY FOUNDATION OF MONTGOMERY AL INC, founded in 1989, is a small nonprofit in the Human Services sector that reported $118K in total revenue in fiscal year 2020. The organization ran a surplus of $68K, a strong 57% operating margin.

Mission

The Ivy Foundation of Montgomery, Inc is a registered 501(c)3)organization in Alabama to support the overarching interest of our stakeholders of the Beta Nu Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated. We strive to improve communities and quality of life throughtout the river regions by commitment to sisterhood, scholarships, and social equity.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $207,844

Program Service Revenue $0

Investment Income $3

Other Revenue $55,640

TOTAL REVENUE $263,487

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,035

Other Expenses $78,035

TOTAL EXPENSES $79,035

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,487	$98,040	+1.7%
Expenses	$79,035	$165,545	-0.5%
Net Income	$184,452	$-67,505	-3.7%

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

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
DAWN ELLIS MURRAY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
YVONNE SAXON	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANN KING	SECRETARY	1.00	Officer Director	$0	$0	$0
CANDACE SAXON	TREASURER	1.00	Officer Director	$0	$0	$0
JANEL BELL HAYES	FINANCIAL SECRETARY	1.00	Officer Director	$0	$0	$0
TONDALAIRE ASHFORD	DIRECTOR	1.00	Director	$0	$0	$0
VALERYE BOYD	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL BELL JARMAN	DIRECTOR	1.00	Director	$0	$0	$0
LECIA ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
BEATRICE FORNISS	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
GRETA WEBB-WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DAVEDA J MASSEY	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA MCLEOD	DIRECTOR	1.00	Director	$0	$0	$0
BRITTNEY JONES-DABNEY	DIRECTOR	1.00	Director	$0	$0	$0
SHAUNDRA STEPHENS	DIRECTOR	1.00	Director	$0	$0	$0
JANEEN BUSH	EX-OFFICIO	1.00	Director	$0	$0	$0
CHOONA LANG	EX-OFFICIO	1.00	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
2023	$263,487	$79,035	$627,773	$184,452
2022	$98,040	$165,545	$644,991	$-67,505
2021	$38,557	$18,998	$682,241	$19,559
2020	$118,262	$50,628	$245,869	$67,634

IVY FOUNDATION OF MONTGOMERY AL INC