INVISION 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

2013

Legal Domicile

Principal Officer

RUTH SIEGFRIED

Phone

7249335100

Tax Period

2022-07-01 to 2023-06-30

INVISION FOUNDATION, founded in 2013, is a small nonprofit that reported $898K in total revenue in fiscal year 2022. Revenue surged 318% from the prior year, signaling strong growth momentum. The organization ran a surplus of $889K, a strong 99% operating margin.

Mission

SUPPORT OPPORTUNITIES FOR PEOPLE WITH DISABILITIES TO ENSURE THAT THEY HAVE ACCESS TO THE HUMAN SERVICES THEY NEED TO HAVE MEANINGFUL AND PRODUCTIVE LIVES IN THEIR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $8,528

THE ORGANIZATION PROVIDED GRANTS TO INVISION CUSTOMIZED SERVICES, INVISION INTEGRATED BEHAVIORAL HEALTH, INVISION HUMAN SERVICES AND OTHERS IN SUPPORT OF THEIR EXEMPT MISSIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $898,027

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $898,027

Expense Breakdown

Grants Paid $8,528

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,528

Other Expenses $0

TOTAL EXPENSES $8,528

Year-over-Year Comparison

	2022	2021	Change
Revenue	$898,027	$214,946	+3.2%
Expenses	$8,528	$8,994	-0.1%
Net Income	$889,499	$205,952	+3.3%

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

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

$1,245,685

Total Directors

$705,514

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH SIEGFRIED	FOUNDER AND PRESIDENT	1.00	Officer Director	$0	$271,877	$705,514
STEVEN ROBERTS	CHAIR	0.25	Officer Director	$0	$0	$0
LINDA HUMPHREYS	SECRETARY	0.25	Officer Director	$0	$0	$0
JOHN EDDY	TREASURER	0.25	Officer Director	$0	$0	$0
KIMBERLY LOVE	CEO	1.00	Officer	$0	$68,252	$432,763
DEB HYATT BURKHART	COO	1.00	Officer	$0	$6,505	$71,120
RAYMOND HERRON	CFO	1.00	Officer	$0	$543	$36,288
SHAWN RYAN	VP OF FINANCE, FORMER	1.00		$0	$31,177	$224,577
JOPESPH WITUCKI	CAO, FORMER	1.00		$0	$82,361	$457,604

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	$898,027	$8,528	$1,261,803	$889,499
2022	$214,946	$8,994	$725,672	$205,952
2021	$631,534	$12,346	$849,480	$619,188
2020	$129,656	$14,799	$655,114	$114,857
2019	$585,669	$13,343	$1,038,693	$572,326
2018	$276,969	$23,344	$687,215	$253,625