Ivy Heritage Foundation of Irmo Inc (EIN 463853892) - Form 990 Financial Analysis & Trantor Score

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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

1980

Legal Domicile

Principal Officer

Pameco Suber

Phone

8033186790

Tax Period

2023-01-01 to 2023-12-31

Ivy Heritage Foundation of Irmo Inc, founded in 1980, is a small nonprofit in the Education sector that reported $139K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring.

Mission

Charitable organization that provides community service and scholarships in the Columbia SC area

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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 $11,723

Program Service Revenue $126,852

Investment Income $38

Other Revenue $0

TOTAL REVENUE $138,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $89,716

Program Expenses $57,907

Other Expenses $150,276

TOTAL EXPENSES $150,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,613	$229,090	-0.4%
Expenses	$150,276	$218,482	-0.3%
Net Income	$-11,663	$10,608	-2.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Celestine Pough	Board Member	010.00	Director	$0	$0	$0
Chaunte Rodgers	Board Member	010.00	Director	$0	$0	$0
Chinell Singetary	Board Member	010.00	Director	$0	$0	$0
Lil Eaves	Board Member	010.00	Director	$0	$0	$0
Theresa Counts - Davis	President	010.00	Officer	$0	$0	$0
Cattrena Britton	Vice President	010.00	Officer	$0	$0	$0
Stacia Davis	Secretary	010.00	Officer	$0	$0	$0
Pameco Suber	Treasurer	010.00	Officer	$0	$0	$0
Cynthia Reed	Financial Secretary	010.00	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
2023	$138,613	$150,276	$71,544	$-11,663
2022	$229,090	$218,482	$83,207	$10,608

Ivy Heritage Foundation of Irmo Inc