Civic Intelligence

Ivy Hall Foundation

990 • Fiscal year 2022 • EIN 11-3708443

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 26, 2022

Organization ProfileN/A
P O Box 561916Charlotte, NC 28256-1916

(704) 509-0811

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.47x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

12.45x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

0.7%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

138%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$450,695

Up $3,255 (+0.7%) from 2021

Net Assets

Up

$238,885

Up $10,234 (+4.5%) from 2021

Liabilities

Down

$211,810

Down $6,979 (-3.2%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin92nd percentile

Revenue

Up

$17,015

Up $9,862 (+138%) from 2021

Expenses

Up

$6,781

Up $2,850 (+73%) from 2021

Net Income

Up

$10,234

Up $7,012 (+218%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2019: $441,760Liabilities 2019: $197,618Net Assets 2019: $244,1422019Assets 2020: $450,429Liabilities 2020: $225,000Net Assets 2020: $225,4292020Assets 2021: $447,440Liabilities 2021: $218,789Net Assets 2021: $228,6512021Assets 2022: $450,695Liabilities 2022: $211,810Net Assets 2022: $238,8852022

Highlighted filing

2022

Assets$450,695
Liabilities$211,810
Net Assets$238,885
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2019: $26,932Expenses 2019: $13,698Net Income 2019: $13,2342019Revenue 2020: -$4,578Expenses 2020: $8,755Net Income 2020: -$13,3332020Revenue 2021: $7,153Expenses 2021: $3,931Net Income 2021: $3,2222021Revenue 2022: $17,015Expenses 2022: $6,781Net Income 2022: $10,2342022

Highlighted filing

2022

Revenue$17,015
Expenses$6,781
Net Income$10,234
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$48,713
Mission and Program Overview

Mission

The mission is to serve the community through programs for health, education, cultural, personal safety and economic development with the thrust of "strengthening the family".

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$411,437$429,100▲ $17,663
Cash and Non-Interest-Bearing Accounts$26,085$12,821▼ $13,264
Intangible Assets$9,918$8,774▼ $1,144
Total Assets$447,440$450,695▲ $3,255
Liabilities
Other Liabilities$218,789$211,810▼ $6,979
Total Liabilities$218,789$211,810▼ $6,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$228,651$238,885▲ $10,234
Total Net Assets Fund Balance$228,651$238,885▲ $10,234
Total Liabilities and Net Assets / Fund Balance$447,440$450,695▲ $3,255

Asset Categories

AssetBook ValueDepreciationBasis
Land$212,500-$212,500
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Pamela HunterPresident
Treva PettisInterim Trea
Revenue and Support

Revenue Composition

Contributions and Grants
$34,623
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-17,608
All Other Contributions
$24,333
Change in Net Assets
$10,234

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,015
Total Revenue per Audited Statements
$17,015
Total Revenue per Form 990
$17,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,781
Total Fundraising Expense$3,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$1,602$2,428$4,030
Occupancy-$904$361$1,265
Interest-$776$310$1,086
Office Expenses-$257-$257
Insurance-$102$41$143
Total Functional Expenses$0$3,641$3,140$6,781

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,781
Total Expenses per Audited Statements$6,781
Total Expenses per Form 990$6,781
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,090
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Payable$211,810
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Ivy Hall Foundation
EIN
11-3708443
Phone
7045090811
Address
P O BOX 561916, CHARLOTTE, NC 28256-1916

Signing Officer

Name
Treva Pettis
Title
Interim Treasurer
Phone
7045090811
Signed
2022-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Treva Pettis
Formed
2004
Legal Domicile
Nc
Voting Board Members
28
Independent Board Members
28
Employees
0

Preparer

Firm
The Blanton Group LLC
Address
PO BOX 41312, RALEIGH, NC 27629-1312
Preparer
Calvin L Blanton
Phone
9192911800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Honorarium 0 150 0 prizes & awards 0 800 0 community outreach/benevolenc 0 652 0 jazz fest fundraising expenses 0 0 2,428 total 0 1,602 2,428”

Raw XML Appendix276 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION IS TO SERVE THE COMMUNITY THROUGH PROGRAMS FOR HEALTH, EDUCATION, CULTURAL, PERSONAL SAFETY AND ECONOMIC DEVELOPMENT WITH THE THRUST OF "STRENGTHENING THE FAMILY".
IRS990/AllOtherContributionsAmt024333
IRS990/BooksInCareOfDetail/PersonNm0TREVA PETTIS
IRS990/BooksInCareOfDetail/PhoneNum07045090811
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O OX 561916
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0282561916
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt026085
IRS990/CashNonInterestBearingGrp/EOYAmt012821
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034623
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt06781
IRS990/CYOtherRevenueAmt0-17608
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010234
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06781
IRS990/CYTotalFundraisingExpenseAmt03140
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017015
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SERVED THE COMMUNITY THROUGH PROGRAMS FOR HEALTH, EDUCATION, CULTURAL, PERSONAL SAFETY AND ECONOMIC DEVELOPMENT WITH THE THRUST OF "STRENGTHENING THE FAMILY".
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt02428
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01602
IRS990/FeesForServicesOtherGrp/TotalAmt04030
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0PAMELA HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm1TREVA PETTIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1INTERIM TREA
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt01090
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt048713
IRS990/GrossRentsGrp/RealAmt013000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt028
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InsuranceGrp/FundraisingAmt041
IRS990/InsuranceGrp/ManagementAndGeneralAmt0102
IRS990/InsuranceGrp/TotalAmt0143
IRS990/IntangibleAssetsGrp/BOYAmt09918
IRS990/IntangibleAssetsGrp/EOYAmt08774
IRS990/InterestGrp/FundraisingAmt0310
IRS990/InterestGrp/ManagementAndGeneralAmt0776
IRS990/InterestGrp/TotalAmt01086
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032254
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0411437
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0429100
IRS990/LandBldgEquipCostOrOtherBssAmt0461354
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt031698
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt010290
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION IS TO SERVE THE COMMUNITY THROUGH PROGRAMS FOR HEALTH, EDUCATION, CULTURAL, PERSONAL SAFETY AND ECONOMIC DEVELOPMENT WITH THE THRUST OF "STRENGTHENING THE FAMILY".
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0228651
IRS990/NetAssetsOrFundBalancesEOYAmt0238885
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01090
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-18698
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-18698
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0228651
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0238885
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0361
IRS990/OccupancyGrp/ManagementAndGeneralAmt0904
IRS990/OccupancyGrp/TotalAmt01265
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0257
IRS990/OfficeExpensesGrp/TotalAmt0257
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherLiabilitiesGrp/BOYAmt0218789
IRS990/OtherLiabilitiesGrp/EOYAmt0211810
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TREVA PETTIS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016035
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt03931
IRS990/PYOtherRevenueAmt0-8882
IRS990/PYRevenuesLessExpensesAmt03222
IRS990/PYTotalExpensesAmt03931
IRS990/PYTotalRevenueAmt07153
IRS990/ReconcilationRevenueExpnssAmt010234
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-18698
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07030
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt057688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06794
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017900
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt075588
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026051
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013824
IRS990ScheduleA/Total509Grp/TotalAmt075588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026051
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013824
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt075588
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06781
IRS990ScheduleD/LandGrp/BookValueAmt0212500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0212500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0211810
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt017015
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0212500
IRS990ScheduleD/TotalExpensesPerForm990Amt06781
IRS990ScheduleD/TotalLiabilityAmt0211810
IRS990ScheduleD/TotalRevenuePerForm990Amt017015
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017015
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06781
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HONORARIUM 0 150 0 PRIZES & AWARDS 0 800 0 COMMUNITY OUTREACH/BENEVOLENC 0 652 0 JAZZ FEST FUNDRAISING EXPENSES 0 0 2,428 TOTAL 0 1,602 2,428
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0447440
IRS990/TotalAssetsEOYAmt0450695
IRS990/TotalAssetsGrp/BOYAmt0447440
IRS990/TotalAssetsGrp/EOYAmt0450695
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034623
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03140
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03641
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06781
IRS990/TotalGrossUBIAmt0-18698
IRS990/TotalLiabilitiesBOYAmt0218789
IRS990/TotalLiabilitiesEOYAmt0211810
IRS990/TotalLiabilitiesGrp/BOYAmt0218789
IRS990/TotalLiabilitiesGrp/EOYAmt0211810
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0228651
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0238885
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017015
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-18698
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0447440
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0450695
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0P O OX 561916
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0282561916
IRS990/VotingMembersGoverningBodyCnt028
IRS990/VotingMembersIndependentCnt028
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TREVA PETTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07045090811
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY HALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYH
ReturnHeader/Filer/EIN0113708443
ReturnHeader/Filer/PhoneNum07045090811
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 561916
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0282561916
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270731476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BLANTON GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 41312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276291312
ReturnHeader/PreparerPersonGrp/PhoneNum09192911800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CALVIN L BLANTON
ReturnHeader/ReturnTs02022-10-26T16:49:20-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TREVA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETTIS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,695
Liabilities
$211,810
Net assets
$238,885
Revenue
$17,015
Expenses
$6,781
Net income
$10,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$4.51$2.12$2.39$0.17$0.07$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$2.19$2.29$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$2.25$2.25$0.05$0.09$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$1.98$2.44$0.27$0.14$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits