ISA FOUNDATION (EIN 823734491) - 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

SHARRON WALSH

Phone

8778778111

Tax Period

2023-01-01 to 2023-12-31

ISA FOUNDATION, founded in 2017, is a small nonprofit that reported $287K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $984K exceeded revenue, resulting in a 243% operating deficit.

Mission

TO CREATE SUSTAINABLE IMPACT GLOBALLY THROUGH VOLUNTEER EFFORTS AND CHARITABLE CONTRIBUTIONS FOCUSED ON HEALTHY NUTRITION AND SUPPORT FOR UNDERSERVED CHILDREN, WELLNESS EDUCATION FOR ALL, AID FOR THOSE AFFECTED BY NATURAL DISASTERS, AND THE PURSUIT OF EQUALITY.

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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 $261,374

Program Service Revenue $0

Investment Income $25,363

Other Revenue $0

TOTAL REVENUE $286,737

Expense Breakdown

Grants Paid $984,088

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $984,088

Other Expenses $70

TOTAL EXPENSES $984,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,737	$694,045	-0.6%
Expenses	$984,158	$654,667	+0.5%
Net Income	$-697,421	$39,378	-18.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY COOVER	DIRECTOR	0.50	Director	$0	$0	$0
JIM COOVER	DIRECTOR	0.50	Director	$0	$0	$0
ERIK COOVER	DIRECTOR	0.50	Director	$0	$0	$0
SHARRON WALSH	PRESIDENT	0.50	Officer Director	$0	$0	$0
TIM JONES	TREASURER	0.50	Officer Director	$0	$0	$0
JASON AHLMANN	SECRETARY	0.50	Officer Director	$0	$0	$0
GIL DAVILA	TREASURER	0.50	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
2023	$286,737	$984,158	No data	$-697,421
2022	$694,045	$654,667	$734,921	$39,378
2021	$701,098	$1,169,005	$705,543	$-467,907
2020	$1,099,027	$1,835,131	$1,218,970	$-736,104
2018	$2,073,774	$39,311	$2,035,166	$2,034,463

ISA FOUNDATION