INVESTMENT PROFESSIONALS FOR CHARI… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

MICHAEL HAYDEN

Phone

2483021671

Tax Period

2023-01-01 to 2023-12-31

INVESTMENT PROFESSIONALS FOR CHARITY INC, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $177K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $218K exceeded revenue, resulting in a 23% operating deficit.

Mission

DEDICATED TO RAISE FUNDS FOR CHARITIES IMPACTING THE LIVES OF CHILDREN IN OUR COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $181,906

RAISE FUNDS FOR CHARITIES IMPACTING THE LIVES OF CHILDREN IN OUR COMMUNITIES.

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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 $453,325

Program Service Revenue $0

Investment Income $0

Other Revenue $-275,875

TOTAL REVENUE $177,450

Expense Breakdown

Grants Paid $151,157

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,906

Other Expenses $66,511

TOTAL EXPENSES $217,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,450	$226,294	-0.2%
Expenses	$217,668	$226,386	0.0%
Net Income	$-40,218	$-92	+436.2%

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
MICHAEL HAYDEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MANILLA	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT BURDICK	TREASURER	1.00	Officer Director	$0	$0	$0
KEN HUDSON	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$177,450	$217,668	$652,179	$-40,218
2022	$226,294	$226,386	$694,397	$-92
2021	$179,014	$176,437	$278,248	$2,577
2020	$69,205	$141,212	$275,671	$-72,007
2019	$224,708	$190,905	$347,678	$33,803
2018	$181,112	$127,545	$313,875	$53,567

INVESTMENT PROFESSIONALS FOR CHARITY INC