IVY & SAGE COMPANY (EIN 874574251) - 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

2022

Legal Domicile

Principal Officer

MERYL SPIEWAK

Phone

6095771413

Tax Period

2024-01-01 to 2024-12-31

IVY & SAGE COMPANY, founded in 2022, is a micro nonprofit in the Health Care sector that reported $32K in total revenue in fiscal year 2024. Expenses of $42K exceeded revenue, resulting in a 31% operating deficit.

Mission

Provide access to wellness through holistic care of the mind, body & spirit.

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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 $1,530

Program Service Revenue $0

Investment Income $30,306

Other Revenue $0

TOTAL REVENUE $31,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,819

Other Expenses $41,714

TOTAL EXPENSES $41,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,836	$32,504	0.0%
Expenses	$41,714	$36,065	+0.2%
Net Income	$-9,878	$-3,561	+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

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
MERYL SPIEWAK	PRESIDENT	40.00	Officer Director	$0	$0	$0
ALEXIS LEVY	SECRETARY	0.50	Officer Director	$0	$0	$0
MIRIAM YUDILEVICH	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTOPHER BRENNER	VICE PRESIDENT	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
2024	$31,836	$41,714	$1,197,123	$-9,878
2023	$32,504	$36,065	$1,202,249	$-3,561
2022	$1,203,506	$22,402	$1,181,104	$1,181,104

IVY & SAGE COMPANY