INTERVIVOS 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

DAVID B SIMON

Phone

9177743511

Tax Period

2020-01-01 to 2020-12-31

INTERVIVOS FOUNDATION, founded in 2013, is a small nonprofit in the Human Services sector that reported $968K in total revenue in fiscal year 2020. The organization ran a surplus of $489K, a strong 51% operating margin.

Mission

ACCEPT DONATIONS OF LIFE INSURANCE POLICIES AND DONATE PROCEEDS TO OTHER CHARITABLE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $443,596

ACCEPT DONATIONS OF LIFE INSURANCE POLICIES AND DONATE PROCEEDS TO OTHER CHARITABLE ORGANIZATIONS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $967,539

Other Revenue $0

TOTAL REVENUE $967,539

Expense Breakdown

Grants Paid $224,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $443,596

Other Expenses $254,077

TOTAL EXPENSES $478,877

Year-over-Year Comparison

	2020	2019	Change
Revenue	$967,539	N/A	N/A
Expenses	$478,877	N/A	N/A
Net Income	$488,662	$0	N/A

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

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
BART KOGAN	DIRECTOR	0.10	Director	$0	$0	$0
WILLIAM LIPSEY	DIRECTOR	0.10	Director	$0	$0	$0
CARL SEIDL	DIRECTOR	0.10	Director	$0	$0	$0
DAVID SIMON	PRESIDENT	35.00	Officer	$0	$0	$0
ROBERT STUCHINER	CFO	20.00	Officer	$0	$0	$0
NICOMEDES SY HERRERA	SECRETARY	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
2020	$967,539	$478,877	$756,633	$488,662