INVITED FOUNDATION (EIN 752754798) - 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

1998

Legal Domicile

Principal Officer

EMILY DECKER

Phone

9722436191

Tax Period

2024-01-01 to 2024-12-31

INVITED FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.4M in total revenue in fiscal year 2024.

Mission

PEOPLE ARE THE HEART AND FABRIC OF INVITED AND WE TAKE PRIDE IN CREATING VIBRANT COMMUNITIES WHERE EVERYONE IS WELCOME. AS A PART OF OUR MISSION TO STRENGTHEN COMMUNITIES AND ENRICH LIVES, WE CULTIVATE A CULTURE OF GIVING WITHIN THE COMPANY TO SUPPORT PROGRAMS & SERVICES THAT POSITIVELY IMPACT INDIVIDUAL WELL-BEING AND GROW THE GAME OF GOLF FOR UNDERREPRESENTED GROUPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,406,958

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,406,958

Expense Breakdown

Grants Paid $2,858,046

Salaries & Benefits $311,306

Fundraising Expenses $1,857,129

Program Expenses $9,332,017

Other Expenses $8,224,656

TOTAL EXPENSES $11,394,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,406,958	$11,242,698	+0.0%
Expenses	$11,394,008	$11,029,840	+0.0%
Net Income	$12,950	$212,858	-0.9%

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
DAVID PILLSBURY	President	1.00	Officer Director	$0	$0	$0
ANDREW LACKO	Treasurer	1.00	Officer Director	$0	$0	$0
EMILY DECKER	Secretary	1.00	Officer 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	$11,406,958	$11,394,008	$1,675,589	$12,950
2023	$11,242,698	$11,029,840	$2,814,610	$212,858
2022	$11,785,270	$11,822,795	$2,913,168	$-37,525
2021	$3,015,441	$3,011,871	$1,602,591	$3,570
2020	$1,579,659	$1,607,809	$1,017,052	$-28,150
2019	$701,388	$695,923	$499,236	$5,465

INVITED FOUNDATION