Civic Intelligence

Joyce Ivy Foundation

990 • Fiscal year 2017 • EIN 20-4008024

Sep 01, 2016 to Aug 31, 2017 • Filed on Mar 03, 2018

Organization ProfileWWW.JOYCEIVYFOUNDATION.ORG
PO Box 2396Ann Arbor, MI 48106

(734) 661-0229

Siviq Scores

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

Liabilities / Assets

86th percentile

0.57x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$10,484

Down $3,857 (-27%) from 2016

Net Assets

Down

$4,484

Down $7,117 (-61%) from 2016

Liabilities

Up

$6,000

Up $3,260 (+119%) from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin34th percentile

Revenue

Up

$398,076

Up $79,318 (+25%) from 2016

Expenses

Up

$405,193

Up $41,405 (+11%) from 2016

Net Income

Up

-$7,117

Up $37,913 (+84%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$400K$300K$200K$100K$0Assets 2010: $87,365Liabilities 2010: $02010Assets 2011: $81,365Liabilities 2011: $02011Assets 2012: $80,802Liabilities 2012: $02012Assets 2013: $92,366Liabilities 2013: $38,926Net Assets 2013: $53,4402013Assets 2014: $33,439Liabilities 2014: $7,874Net Assets 2014: $25,5652014Assets 2015: $57,346Liabilities 2015: $715Net Assets 2015: $56,6312015Assets 2016: $14,341Liabilities 2016: $2,740Net Assets 2016: $11,6012016Assets 2017: $10,484Liabilities 2017: $6,000Net Assets 2017: $4,4842017Assets 2018: $157,746Liabilities 2018: $9,702Net Assets 2018: $148,0442018Assets 2019: $191,591Liabilities 2019: $739Net Assets 2019: $190,8522019Assets 2020: $286,086Liabilities 2020: $23,691Net Assets 2020: $262,3952020Assets 2021: $366,029Liabilities 2021: $4,078Net Assets 2021: $361,9512021Assets 2022: $314,412Liabilities 2022: $724Net Assets 2022: $313,6882022Assets 2023: $311,962Liabilities 2023: $4,643Net Assets 2023: $307,3192023Assets 2024: $394,826Liabilities 2024: $32,705Net Assets 2024: $362,1212024

Highlighted filing

2017

Assets$10,484
Liabilities$6,000
Net Assets$4,484
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $120,548Expenses 2010: $112,577Net Income 2010: $7,9712010Revenue 2011: $145,011Expenses 2011: $151,011Net Income 2011: -$6,0002011Revenue 2012: $214,183Expenses 2012: $214,746Net Income 2012: -$5632012Revenue 2013: $302,402Expenses 2013: $334,790Net Income 2013: -$32,3882013Revenue 2014: $335,464Expenses 2014: $360,625Net Income 2014: -$25,1612014Revenue 2015: $350,643Expenses 2015: $319,577Net Income 2015: $31,0662015Revenue 2016: $318,758Expenses 2016: $363,788Net Income 2016: -$45,0302016Revenue 2017: $398,076Expenses 2017: $405,193Net Income 2017: -$7,1172017Revenue 2018: $524,604Expenses 2018: $381,044Net Income 2018: $143,5602018Revenue 2019: $473,808Expenses 2019: $436,816Net Income 2019: $36,9922019Revenue 2020: $315,267Expenses 2020: $246,570Net Income 2020: $68,6972020Revenue 2021: $432,869Expenses 2021: $350,637Net Income 2021: $82,2322021Revenue 2022: $451,727Expenses 2022: $495,811Net Income 2022: -$44,0842022Revenue 2023: $470,418Expenses 2023: $487,548Net Income 2023: -$17,1302023Revenue 2024: $580,697Expenses 2024: $447,315Net Income 2024: $133,3822024

Highlighted filing

2017

Revenue$398,076
Expenses$405,193
Net Income-$7,117
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Mar 3, 2018
Return Version
2016v3.1
Gross Receipts
$673,076
Mission and Program Overview

Mission

The joyce ivy foundation (jif) was established to provide exposure, encouragement, counsel, financial assistance and employment support to young women who have the academic, intellectual, and leadership potential to attend the nation's most selective institutions of higher education. Jif has a program of partnering with leading prestigious universities to provide matching grants and other scholarships for summer programs to the scholars.

The joyce ivy foundation (jif) was established to provide exposure, encouragement, counsel, financial assistance and employment support to young women who have the academic, intellectual, and leadership potential to attend the nation's most selective institutions of higher education. Jif has a program of partnering with leading prestigious universities to provide matching grants and other scholarships to the scholars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,341$10,484▼ $3,857
Total Assets$14,341$10,484▼ $3,857
Liabilities
Accounts Payable and Accrued Expenses$2,740$6,000▲ $3,260
Total Liabilities$2,740$6,000▲ $3,260
Net Assets / Fund Balance
Unrestricted Net Assets$11,601$4,484▼ $7,117
Total Net Assets Fund Balance$11,601$4,484▼ $7,117
Total Liabilities and Net Assets / Fund Balance$14,341$10,484▼ $3,857
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
S Caroline KerrCEO$98,167$98,167

Board Members and Trustees

NameTitle
Mike PritulaChairman of
Emily TaylorVice Chair
Erich BagenDirector
Kim EasterDirector
Mary Jo DawsonDirector
Maya RaimanDirector
Melissa SoderbergDirector
Sheila TrautnerDirector
Audrey DimarzoSecretary
Greg LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$394,407
Program Service Revenue
$0
Investment Income
$3,669
Other Revenue
$0
All Other Contributions
$394,407
Change in Net Assets
$-7,117

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded2$275,000
Total Noncash Contributions2$275,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,007
Salaries, Compensation, and Employee Benefits$105,315
Other Expenses$78,871
Total Fundraising Expense$60,489
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$221,007--$221,007
Other Salaries and Wages$49,083$9,817$39,267$98,167
Occupancy$24,992-$5,257$30,249
Office Expenses$6,542$2,465$10,957$19,964
Fees for Services Accounting-$17,070-$17,070
Payroll Taxes$3,574$715$2,859$7,148
Travel$4,342-$2,149$6,491
Fees for Services Legal-$500-$500
Other Expenses$707$394-$394
Total Functional Expenses$313,743$30,961$60,489$405,193
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“A preliminary draft of form 990 and related schedules is circulated to the board of directors for review. Input is gathered and any recommendations are made prior to submission.”

Form 990, Page 6, Part VI, Line 15A

“Compensation comparability data for the ceo were gathered from publicly filed forms 990 for non-profit organizations of a similar size. These data were reviewed by the board before making a salary determination.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Joyce Ivy Foundation
EIN
20-4008024
Phone
7346610229
Address
PO BOX 2396, ANN ARBOR, MI 48106

Signing Officer

Name
Greg Lewis
Title
Treasurer
Phone
7346610229
Signed
2018-03-03

Organization Details

Principal Officer
Mike Pritula
Formed
2006
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
10
Employees
1
Volunteers
100

Preparer

Firm
Polk and Associates Plc
Address
3135 S STATE ST STE 208, ANN ARBOR, MI 48108
Preparer
Richard G Williams Jr
Phone
7347410400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The joyce ivy foundation (jif) was established to provide exposure, encouragement, counsel, financial assistance and employment support to young women who have the academic, intellectual, and leadership potential to attend the nation's most selective institutions of higher education. Jif has a program of partnering with leading prestigious universities to provide matching grants and other scholarships to the scholars.”

Raw XML Appendix384 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/AccountsPayableAccrExpnssGrp/BOYAmt02740
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS.
IRS990/AllOtherContributionsAmt0394407
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BooksInCareOfDetail/PersonNm0GREGORY C LEWIS
IRS990/BooksInCareOfDetail/PhoneNum03134109598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02023 DAY ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANN ARBOR
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048104
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt014341
IRS990/CashNonInterestBearingGrp/EOYAmt010484
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0394407
IRS990/CYGrantsAndSimilarPaidAmt0221007
IRS990/CYInvestmentIncomeAmt03669
IRS990/CYOtherExpensesAmt078871
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7117
IRS990/CYSalariesCompEmpBnftPaidAmt0105315
IRS990/CYTotalExpensesAmt0405193
IRS990/CYTotalFundraisingExpenseAmt060489
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0398076
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS WERE AWARDED TO 80 HIGH-SCHOOL AGED WOMEN TO ATTEND SUMMER PROGRAMS AT LEADING INSTITUTIONS OF HIGHER EDUCATION (BARNARD, BROWN UNIVERSITY, CORNELL UNIVERSITY, EMORY UNIVERSITY, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, SMITH, WASHINGTON UNIVERSITY AND YALE UNIVERSITY). GRANTS INCLUDED FUNDS FOR TUITION, ROOM, BOARD, TRAVEL AND SUNDRY EXPENSES. THE FOUNDATION ALSO HELPED ARRANGE ADDITIONAL FINANCIAL AID OF APPROXIMATELY 210,000 FOR ITS SCHOLARS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0286649
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017070
IRS990/FeesForServicesAccountingGrp/TotalAmt017070
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0500
IRS990/FeesForServicesLegalGrp/TotalAmt0500
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0ERICH BAGEN
IRS990/Form990PartVIISectionAGrp/PersonNm1EMILY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE PRITULA
IRS990/Form990PartVIISectionAGrp/PersonNm4MAYA RAIMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY JO DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm6AUDREY DIMARZO
IRS990/Form990PartVIISectionAGrp/PersonNm7KIM EASTER
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA SODERBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9SHEILA TRAUTNER
IRS990/Form990PartVIISectionAGrp/PersonNm10S CAROLINE KERR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1098167
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN OF
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CEO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02798
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0221007
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0221007
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0221007
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0277798
IRS990/GrossReceiptsAmt0673076
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0871
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0871
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0275000
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011601
IRS990/NetAssetsOrFundBalancesEOYAmt04484
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02798
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02798
IRS990/NoncashContributionsAmt0275000
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05257
IRS990/OccupancyGrp/ProgramServicesAmt024992
IRS990/OccupancyGrp/TotalAmt030249
IRS990/OfficeExpensesGrp/FundraisingAmt010957
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02465
IRS990/OfficeExpensesGrp/ProgramServicesAmt06542
IRS990/OfficeExpensesGrp/TotalAmt019964
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0COLLEGE BOARD & ACT FEES
IRS990/OtherExpensesGrp/Desc1COLLEGE BRD & NACAC DUES
IRS990/OtherExpensesGrp/Desc2PENALTIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0394
IRS990/OtherExpensesGrp/ProgramServicesAmt03496
IRS990/OtherExpensesGrp/ProgramServicesAmt1707
IRS990/OtherExpensesGrp/TotalAmt03496
IRS990/OtherExpensesGrp/TotalAmt1707
IRS990/OtherExpensesGrp/TotalAmt2394
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039267
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09817
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049083
IRS990/OtherSalariesAndWagesGrp/TotalAmt098167
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02859
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0715
IRS990/PayrollTaxesGrp/ProgramServicesAmt03574
IRS990/PayrollTaxesGrp/TotalAmt07148
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MIKE PRITULA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0JIF COLLEGE ADMISSION SYMPOSIUM- OVER 3 DAYS IN MAY, JIF HELD A SYMPOSIUM INVOLVING HIGH SCHOOL GUIDANCE COUNSELORS, FEMALE HIGH SCHOOL STUDENTS AND THEIR PARENTS. JIF FACILITATED SESSIONS ON THE ADMISSIONS PROCESS, FINANCING, CAMPUS VISITS AND COACHING YOUR CHILD. APPROXIMATELY 400 PEOPLE ATTENDED. THE EVENT CONCLUDED WITH THE HONORING OF A JIF LEADER OF THE YEAR AND A SEND-OFF DINNER FOR THE 80 SCHOLARS AND THEIR PARENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027094
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0318753
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0202519
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt069976
IRS990/PYRevenuesLessExpensesAmt0-45030
IRS990/PYSalariesCompEmpBnftPaidAmt091293
IRS990/PYTotalExpensesAmt0363788
IRS990/PYTotalRevenueAmt0318758
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-7117
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO ASSIST YOUNG WOMEN IN THEIR PURSUIT OF HIGHER EDUCATION OPPORTUNITIES. AS A NON-PROFIT ORGANIZATION, JIF IS DEDICATED TO THE ACADEMIC ADVANCEMENT OF YOUNG WOMEN IN THE MIDWEST. WE MAINTAIN A BONA FIDE PROGRAM OF SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, PUBLIC CHARITIES, AND EDUCATIONAL INSTITUTIONS - SOME OF WHICH IS NOT ADEQUATELY REPRESENTED IN OUR NUMBERS - AS EVIDENCED BY: A) WE CONTINUALLY SOLICIT DONATIONS ON OUR WEBSITE WWW.JOYCEIVYFOUNDATION.ORG. B) WE HAVE AN ACTIVE AND GROWING ALUMNAE COMMUNITY WHO ARE INCREASING IN THEIR IMPORTANCE AS DONORS. C) WE HOLD AN ANNUAL GALA EVENT TO HONOR OUR JIF SCHOLARS FOR WHICH WE SOLICIT INDIVIDUAL AND CORPORATE SPONSORSHIPS. WE HAVE RAISED SUPPORT FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, INCLUDING THE MOORE FOUNDATION, THE MINOLLI FOUNDATION, GUARDIAN LIFE INSURANCE CO., JACKSON NATIONAL COMMUNITY FUND, MASCO CORPORATION AND THE A. ALFRED TAUBMAN FOUNDATION. D) MOST IMPORTANTLY, WE HAVE A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO OUR JIF SCHOLARS. THESE AWARDS FLOW DIRECTLY TO OUR GRANT RECIPIENTS AND THEREFORE ARE NOT INCLUDED IN OUR INCOME. WE CURRENTLY HAVE RELATIONSHIPS WITH BROWN UNIVERSITY, CORNELL, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, AND EMORY, AMONG OTHERS. WE ALSO PARTNER OPERATIONALLY AND FINANCIALLY WITH MINDS MATTER OF CLEVELAND AND MINDS MATTER OF THE TWIN CITIES, ORGANIZATIONS WITH A MISSION SIMILAR TO OURS, TO EXTEND OUR REACH TO ADDITIONAL STUDENTS. OVER THE PAST FIVE YEARS THESE ADDITIONAL PARTNERS' SCHOLARSHIPS HAVE TOTALED APPROXIMATELY 560,000 - APPROXIMATELY 43% OF THE COMBINED FUNDS RECEIVED BY OUR SCHOLARS. THIS AMOUNT HAS GROWN OVER TIME, INCREASING FROM 39% TO 43%. WE EXPECT IT TO REMAIN IN THE 40-50% RANGE FOR THE FORSEEABLE FUTURE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO ASSIST YOUNG WOMEN IN THEIR PURSUIT OF HIGHER EDUCATION OPPORTUNITIES. AS A NON-PROFIT ORGANIZATION, JIF IS DEDICATED TO THE ACADEMIC ADVANCEMENT OF YOUNG WOMEN IN THE MIDWEST. WE MAINTAIN A BONA FIDE PROGRAM OF SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, PUBLIC CHARITIES, AND EDUCATIONAL INSTITUTIONS - SOME OF WHICH IS NOT ADEQUATELY REPRESENTED IN OUR NUMBERS - AS EVIDENCED BY: A) WE CONTINUALLY SOLICIT DONATIONS ON OUR WEBSITE WWW.JOYCEIVYFOUNDATION.ORG. B) WE HAVE AN ACTIVE AND GROWING ALUMNAE COMMUNITY WHO ARE INCREASING IN THEIR IMPORTANCE AS DONORS. C) WE HOLD AN ANNUAL GALA EVENT TO HONOR OUR JIF SCHOLARS FOR WHICH WE SOLICIT INDIVIDUAL AND CORPORATE SPONSORSHIPS. WE HAVE RAISED SUPPORT FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, INCLUDING THE MOORE FOUNDATION, THE MINOLLI FOUNDATION, GUARDIAN LIFE INSURANCE CO., JACKSON NATIONAL COMMUNITY FUND, MASCO CORPORATION AND THE A. ALFRED TAUBMAN FOUNDATION. D) MOST IMPORTANTLY, WE HAVE A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO OUR JIF SCHOLARS. THESE AWARDS FLOW DIRECTLY TO OUR GRANT RECIPIENTS AND THEREFORE ARE NOT INCLUDED IN OUR INCOME. WE CURRENTLY HAVE RELATIONSHIPS WITH BROWN UNIVERSITY, CORNELL, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, AND EMORY, AMONG OTHERS. WE ALSO PARTNER OPERATIONALLY AND FINANCIALLY WITH MINDS MATTER OF CLEVELAND AND MINDS MATTER OF THE TWIN CITIES, ORGANIZATIONS WITH A MISSION SIMILAR TO OURS, TO EXTEND OUR REACH TO ADDITIONAL STUDENTS. OVER THE PAST FIVE YEARS THESE ADDITIONAL PARTNERS' SCHOLARSHIPS HAVE TOTALED APPROXIMATELY 560,000 - APPROXIMATELY 43% OF THE COMBINED FUNDS RECEIVED BY OUR SCHOLARS. THIS AMOUNT HAS GROWN OVER TIME, INCREASING FROM 39% TO 43%. WE EXPECT IT TO REMAIN IN THE 40-50% RANGE FOR THE FORSEEABLE FUTURE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0372242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0318612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0348918
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0335361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0302395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01677528
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0156
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0871
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26570
IRS990ScheduleA/PublicSupportPY170Pct00.29700
IRS990ScheduleA/PublicSupportTotal170Amt0445744
IRS990ScheduleA/SubstantialContributorsTotAmt01231784
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0372242
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0318612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0348918
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0335361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0302395
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01677528
IRS990ScheduleA/TotalSupportAmt01677684
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0221007
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION, ROOM & BOARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 2 IN GENERAL, OUR SCHOLARSHIPS ARE PAID DIRECLTY TO SUMMER SCHOOL PROGRAMS AT OUR SPONSOR UNIVERSITIES. WE COORDINATE WITH THOSE INSTITUTIONS TO ENSURE ENROLLMENT AND ATTENDANCE BY OUR SCHOLARS. PART III, LINE 1 IN 2017, SCHOLARSHIPS WERE PAID TO BARNARD, BROWN UNIVERSITY, CORNELL UNIVERSITY, EMORY UNIVERSITY, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, SMITH, WASHINGTON UNIVERSITY AND YALE. IN ADDITION TO TUITION, THE SCHOLARSHIPS PROVIDE FUNDS TO THE SCHOLARS TO COVER BOOKS, TRAVEL, ROOM AND BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0275000
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A PRELIMINARY DRAFT OF FORM 990 AND RELATED SCHEDULES IS CIRCULATED TO THE BOARD OF DIRECTORS FOR REVIEW. INPUT IS GATHERED AND ANY RECOMMENDATIONS ARE MADE PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION COMPARABILITY DATA FOR THE CEO WERE GATHERED FROM PUBLICLY FILED FORMS 990 FOR NON-PROFIT ORGANIZATIONS OF A SIMILAR SIZE. THESE DATA WERE REVIEWED BY THE BOARD BEFORE MAKING A SALARY DETERMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014341
IRS990/TotalAssetsEOYAmt010484
IRS990/TotalAssetsGrp/BOYAmt014341
IRS990/TotalAssetsGrp/EOYAmt010484
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0394407
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060489
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0313743
IRS990/TotalFunctionalExpensesGrp/TotalAmt0405193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02740
IRS990/TotalLiabilitiesEOYAmt06000
IRS990/TotalLiabilitiesGrp/BOYAmt02740
IRS990/TotalLiabilitiesGrp/EOYAmt06000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011601
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04484
IRS990/TotalProgramServiceExpensesAmt0313743
IRS990/TotalReportableCompFromOrgAmt098167
IRS990/TotalRevenueGrp/ExclusionAmt02798
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0871
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0398076
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014341
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010484
IRS990/TravelGrp/FundraisingAmt02149
IRS990/TravelGrp/ProgramServicesAmt04342
IRS990/TravelGrp/TotalAmt06491
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt011601
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04484
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2396
IRS990/USAddress/CityNm0ANN ARBOR
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048106
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.JOYCEIVYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07346610229
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOYCE IVY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0204008024
ReturnHeader/Filer/PhoneNum07346610229
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2396
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031CC48205A50F4F93B49D527CF43995DB1EFA6AC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031CC48205A50F4F93B49D527CF43995DB1EFA6AC
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383388760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POLK AND ASSOCIATES PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03135 S STATE ST STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048108
ReturnHeader/PreparerPersonGrp/PhoneNum07347410400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G WILLIAMS JR
ReturnHeader/ReturnTs02018-04-13T12:56:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,484
Liabilities
$6,000
Net assets
$4,484
Revenue
$398,076
Expenses
$405,193
Net income
-$7,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.95$0.33$3.62$5.81$4.47$1.33
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.05$3.07$4.70$4.88$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.01$3.14$4.52$4.96$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.66$0.04$3.62$4.33$3.51$0.82
2020Detailed filing. Detailed filing data is available for this year.$2.86$0.24$2.62$3.15$2.47$0.69
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.91$4.74$4.37$0.37
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.10$1.48$5.25$3.81$1.44
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.06$0.04$3.98$4.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.03$0.12$3.19$3.64$0.45
2015Summary only. Only limited summary data is available for this year.$0.57$0.01$0.57$3.51$3.20$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.08$0.26$3.35$3.61$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.39$0.53$3.02$3.35$0.32
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$2.14$2.15$0.01
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$1.45$1.51$0.06
2010Summary only. Only limited summary data is available for this year.$0.87$0.00$1.21$1.13$0.08