IPA FOUNDATION (EIN 611244412) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

DANIEL BRADLEY

Phone

5029680341

Tax Period

2023-07-01 to 2024-06-30

IPA FOUNDATION, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $651K in total revenue in fiscal year 2023. Net assets of $1.9M represent 35 months of operating reserves.

Mission

PROVIDE FOR THE WELLBEING OF CHILDREN AND THEIR BASIC NEEDS WITH A FOCUS ON CHILDREN WITH EXCEPTIONAL MEDICAL REQUIREMENTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $508,521

Program Service Revenue $0

Investment Income $140,928

Other Revenue $1,386

TOTAL REVENUE $650,835

Expense Breakdown

Grants Paid $667,790

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $667,790

Other Expenses $5,767

TOTAL EXPENSES $673,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$650,835	$659,847	0.0%
Expenses	$673,557	$586,586	+0.1%
Net Income	$-22,722	$73,261	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DANIEL BRADLEY	TRUSTEE	3.000	Director	$0	$0	$0
LYNDON SHUMAKER	TRUSTEE	1.000	Director	$0	$0	$0
CHARLES BEERY	TRUSTEE	1.000	Director	$0	$0	$0
JOHNATHAN COON	TRUSTEE	1.000	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
2025	No data	No data	No data	No data
2024	$650,835	$673,557	$1,891,512	$-22,722
2023	$659,847	$586,586	$1,817,374	$73,261
2022	$790,631	$799,612	$1,755,138	$-8,981
2021	$802,547	$606,199	$2,048,936	$196,348
2020	$694,228	$631,064	$1,512,803	$63,164

IPA FOUNDATION