INTERGENERATIONAL CLEVELAND

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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

2017

Legal Domicile

Principal Officer

BROOKE KING

Phone

2168005161

Tax Period

2022-07-01 to 2023-06-30

INTERGENERATIONAL CLEVELAND, founded in 2017, is a small nonprofit in the Education sector that reported $379K in total revenue in fiscal year 2022. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $330K left a modest 13% surplus.

Mission

FRIENDS MISSION IS TO SUPPORT THE SCHOOLS TO CONNECT CREATE AND GUIDE A MULTIGENERATIONAL COMMUNITY OF LIFELONG LEARNERS AND SPIRITED CITIZENS AS THEY STRIVE FOR ACADEMIC EXCELLENCE.

Program Service Accomplishments

Program 1

Expenses: $250,282

FRIENDS SUPPORTS THE INTERGENERATIONAL SCHOOLS IN CREATING, CONNECTING AND GUIDING A MULTIGENERATIONAL COMMUNITY OF LIFELONG LEARNERS AND SPIRITED CITIZENS. THE THREE CHARTER SCHOOLS FRIENDS SUPPORTS ARE THE INTERGENERATIONAL SCHOOL, NEAR WEST INTERGENERATIONAL SCHOOL AND LAKESHORE INTERGENERATIONAL SCHOOL. AN INTERGENERATIONAL SCHOOLS EDUCATION CHALLENGES TRADITIONAL CONCEPTS. EACH SCHOOL IS A COMMUNITY OF LEARNING WHERE ALL STUDENTS CAN THRIVE AND EXCEL TOGETHER. LEARNING AT INTERGENERATIONAL SCHOOLS IS BASED ON TWO CORNERSTONE IDEAS: (1) LEARNING OCCURS THROUGH RELATIONSHIPS.(2) LEARNING IS A LIFELONG DEVELOPMENTAL PROCESS. ALL CLASSES ARE MULTI-AGE AND STUDENTS MOVE AT THEIR OWN PACE BASED ON MASTERY AT THESE PUBLIC SCHOOLS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $324,915

Program Service Revenue $0

Investment Income $2,861

Other Revenue $51,070

TOTAL REVENUE $378,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,587

Fundraising Expenses $26,850

Program Expenses $250,282

Other Expenses $288,733

TOTAL EXPENSES $330,320

Year-over-Year Comparison

	2022	2021	Change
Revenue	$378,846	$293,538	+0.3%
Expenses	$330,320	$289,539	+0.1%
Net Income	$48,526	$3,999	+11.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW GRIMES	BOARD MEMBER	2.00	Director	$0	$0	$0
CENA HILLIARD	FINANCE CHAI	2.00	Director	$0	$0	$0
KELLY LYTLE	BOARD CHAIR	2.00	Director	$0	$0	$0
ERIC MCGARVEY	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT NICOLAY	FINANCE ADVI	2.00	Director	$0	$0	$0
NORMA PALANCO-BOYD	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN PAUL	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE TROTTER	TIS REP ON E	2.00	Director	$0	$0	$0
AMANDA YOHO	BOARD MEMBER	2.00	Director	$0	$0	$0
BROOKE KING	EXECUTIVE DI	40.00	Officer	$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	No data	No data	No data	No data
2023	$378,846	$330,320	$1,168,874	$48,526
2022	$293,538	$289,539	$1,096,449	$3,999
2021	$303,177	$144,433	$1,097,047	$158,744
2020	$61,052	$598,928	$1,075,545	$-537,876
2019	$83,968	$827,595	$1,583,433	$-743,627