Ivy & Pearl Foundation of Dallas

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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

1969

Legal Domicile

Principal Officer

Ingrid Buchanan

Phone

2142822260

Tax Period

2025-01-01 to 2025-12-31

Ivy & Pearl Foundation of Dallas, founded in 1969, is a small nonprofit that reported $107K in total revenue in fiscal year 2025. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $45K, a strong 42% operating margin.

Mission

Community Service.

Program Service Accomplishments

Program 1

Expenses: $52,565

During 2025 Ivy Pearl Foundation of Dallas awarded scholarships totaling 49,500 to 23 recipients/students that meet grade/academic, community service, participation, and financial need criteria...

During 2025 Ivy Pearl Foundation of Dallas awarded scholarships totaling 49,500 to 23 recipients/students that meet grade/academic, community service, participation, and financial need criteria, under the following scholarship award categories Travis T. Lewis Scholarship - 15,000 Mable Chandler Scholarship 5,000 HBCU Scholarships 9,000 Lisa Little Book Scholarship 4,000 Ivy Pearl Foundation Scholars 6,000 The Encounters Scholarship 2,000 The Reflections Scholarship 2,500 The Angels Scholarship 2,500 Millie Ferguson Scholarship 1,000 and Avalyn Pace Foundation Scholarship 2,500.

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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 (2025)

Revenue Breakdown

Contributions & Grants $78,218

Program Service Revenue $0

Investment Income $27,069

Other Revenue $2,044

TOTAL REVENUE $107,331

Expense Breakdown

Grants Paid $49,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,565

Other Expenses $13,180

TOTAL EXPENSES $62,680

Year-over-Year Comparison

	2025	2024	Change
Revenue	$107,331	$175,836	-0.4%
Expenses	$62,680	$53,627	+0.2%
Net Income	$44,651	$122,209	-0.6%

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

860

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
Jearlene Miller	President	004.00	Officer Director	$0	$0	$0
Shenequa Miller	Vice President	004.00	Officer Director	$0	$0	$0
Karen Parson	Secretary	004.00	Officer Director	$0	$0	$0
Brittany Fitten	Assistant Secretary	002.00	Officer Director	$0	$0	$0
Ingrid Buchanan	Treasurer	004.00	Officer Director	$0	$0	$0
Denezer Smith	Assistant Treasurer	002.00	Officer Director	$0	$0	$0
Ann Williams	Financial Secretary	004.00	Officer Director	$0	$0	$0
Kassie Gossom	Assistant Financial Secretary	002.00	Officer Director	$0	$0	$0
Rosemary Bolden	Board Member	002.00	Director	$0	$0	$0
Jacqueline Anderson-Vaughn	Board Member	001.00	Director	$0	$0	$0
Constance Barron-Wilson	Board Member	001.00	Director	$0	$0	$0
Roxsand Beckles	Board Member	001.00	Director	$0	$0	$0
Lachon Jacobs	Board Member	001.00	Director	$0	$0	$0
Debra Hopson	Board Member	001.00	Director	$0	$0	$0
Donna Blackburn	Board Member	001.00	Director	$0	$0	$0
Rita Cloman	Board Member	001.00	Director	$0	$0	$0
Ramona Powers	Board Member	001.00	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
2025	$107,331	$62,680	$980,587	$44,651
2024	No data	No data	No data	No data
2023	$116,276	$51,875	$851,403	$64,401
2022	$115,978	$38,347	$771,036	$77,631
2021	$143,467	$24,937	$736,215	$118,530
2020	$91,478	$26,855	$614,724	$64,623
2019	$30,332	$41,864	$518,642	$-11,532