IOVINE AND YOUNG FOUNDATION (EIN 873874242) - 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

2021

Legal Domicile

Principal Officer

GRADY BROWN

Phone

3105531707

Tax Period

2023-01-01 to 2023-12-31

IOVINE AND YOUNG FOUNDATION, founded in 2021, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $932K, a strong 50% operating margin.

Mission

THE PRIMARY PURPOSE OF THE IOVINE AND YOUNG FOUNDATION IS TO PROVIDE ENHANCED EDUCATIONAL OPPORTUNITIES FOR STUDENTS THROUGH PARTNERSHIPS WITH SCHOOL SYSTEMS.

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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 $1,877,240

Program Service Revenue $0

Investment Income $3,186

Other Revenue $0

TOTAL REVENUE $1,880,426

Expense Breakdown

Grants Paid $697,624

Salaries & Benefits $173,268

Fundraising Expenses $0

Program Expenses $881,442

Other Expenses $77,235

TOTAL EXPENSES $948,127

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,880,426	$2,143,800	-0.1%
Expenses	$948,127	$3,312,196	-0.7%
Net Income	$932,299	$-1,168,396	-1.8%

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
JARED DUPREE	EDUCATIONAL DIRECTOR	40.0	Highest	$145,625	$16,216	$161,841
JAMES IOVINE	DIRECTOR/PRESIDENT	1.0	Officer Director	$0	$0	$0
CARY JONES	SECRETARY	1.0	Officer	$0	$0	$0
GRADY BROWN	TREASURER	1.0	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
2024	No data	No data	No data	No data
2023	$1,880,426	$948,127	$725,926	$932,299
2022	$2,143,800	$3,312,196	$190,161	$-1,168,396

IOVINE AND YOUNG FOUNDATION