ISABELLE RIDGWAY FOUNDATION (EIN 821962568) - 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

2017

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2023-01-01 to 2023-12-31

ISABELLE RIDGWAY FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $139K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $89K, a strong 64% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE AND THE SYSTEMS THAT IMPACT AGING AFRICAN AMERICANS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10

Program Service Revenue $0

Investment Income $138,568

Other Revenue $0

TOTAL REVENUE $138,578

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,000

Other Expenses $39,277

TOTAL EXPENSES $49,277

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,578	$154,468	-0.1%
Expenses	$49,277	$199,348	-0.8%
Net Income	$89,301	$-44,880	-3.0%

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

$1,048,581

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK HATCHER ESQ	DIRECTOR/CHAIRPERSON	1.00	Officer Director	$0	$0	$0
THOMAS L WEAVER	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA D CARTER JD	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA C DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN A MILLER JR	DIRECTOR	1.00	Director	$0	$0	$0
KAREN J MORRISON JD MS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA MOODY GRESHAM	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA B MULLINS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES L ERVIN JR ESQ	PAST CHAIRPERSON	1.00	Officer	$0	$0	$0
EVELYN Y CLEVELAND	SECRETARY (THRU 8/24/23)	1.00	Officer	$0	$0	$0
TIMOTHY GRANT CPA	TREASURER	1.00	Officer	$0	$0	$0
DOUGLAS F KRIDLER	ASST SECRETARY	1.00	Officer	$0	$105,945	$680,084
SCOTT G HEITKAMP CPA	ASST TREASURER	1.00	Officer	$0	$63,469	$368,497

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	No data	No data	No data	No data
2023	$138,578	$49,277	$4,220,443	$89,301
2022	$154,468	$199,348	$3,766,421	$-44,880
2021	$442,636	$238,849	$4,748,498	$203,787
2020	$213,756	$220,305	$4,305,157	$-6,549
2019	$164,337	$117,875	$3,698,215	$46,462
2018	$3,632,018	$36,320	$3,080,360	$3,595,698

ISABELLE RIDGWAY FOUNDATION