THE IC FOUNDATION INC (EIN 743034115) - 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

2002

Legal Domicile

Principal Officer

VALERIE RED-HORSE MOHL

Phone

9192961166

Tax Period

2018-01-01 to 2018-12-31

THE IC FOUNDATION INC, founded in 2002, is a micro nonprofit that reported $28K in total revenue in fiscal year 2018. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $573K exceeded revenue, resulting in a 1938% operating deficit.

Mission

TO EDUCATE THE PUBLIC ABOUT IMPACT INVESTING

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $0

Investment Income $25,092

Other Revenue $0

TOTAL REVENUE $28,092

Expense Breakdown

Grants Paid $562,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $562,500

Other Expenses $10,130

TOTAL EXPENSES $572,630

Year-over-Year Comparison

	2018	2017	Change
Revenue	$28,092	$19,485	+0.4%
Expenses	$572,630	$866,554	-0.3%
Net Income	$-544,538	$-847,069	-0.4%

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

$78,128

Total Directors

$78,128

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BALDERSTON	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES DAVIDSON	CO-CHAIR	1.00	Officer Director	$0	$0	$0
GAGAN JARED LEVY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
MAREN KEELEY	Secretary	1.00	Officer Director	$0	$0	$0
VALERIE RED-HORSE MOHL	Executive Dir.	3.00	Officer Director	$0	$0	$78,128
ELISSA SANGALLI HILLARY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE ROWLANDS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERRI PITTMAN HOWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA V PAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER MASON	BOARD MEMBER	1.00	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
2018	$28,092	$572,630	$1,257,874	$-544,538

THE IC FOUNDATION INC