Civic Intelligence

Ivy Foundation

990T • Fiscal year 2022 • EIN 27-0155679

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

PO Box 5628Minneapolis, MN 55440-5628

(952) 674-2800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $929,620Liabilities 2011: $0Net Assets 2011: $929,6202011Assets 2014: $1,044,189Liabilities 2014: $0Net Assets 2014: $1,044,1892014Assets 2015: $1,397,501Liabilities 2015: $0Net Assets 2015: $1,397,5012015Assets 2016: $1,402,949Liabilities 2016: $0Net Assets 2016: $1,402,9492016Assets 2018: $1,408,976Liabilities 2018: $0Net Assets 2018: $1,408,9762018Assets 2020: $1,198,007Liabilities 2020: $0Net Assets 2020: $1,198,0072020Assets 2021: $1,360,377Liabilities 2021: $0Net Assets 2021: $1,360,3772021Assets 2022: $1,211,177Liabilities 2022: $0Net Assets 2022: $1,211,1772022Assets 2023: $1,902,417Liabilities 2023: $0Net Assets 2023: $1,902,4172023Assets 2024: $1,784,854Liabilities 2024: $0Net Assets 2024: $1,784,8542024

Latest loaded filing

2024

Assets$1,784,854
Liabilities$0
Net Assets$1,784,854

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $32,6662011Revenue 2014: $65,696Expenses 2014: $71,302Net Income 2014: -$5,6062014Revenue 2015: $429,033Expenses 2015: $75,721Net Income 2015: $353,3122015Revenue 2016: $96,695Expenses 2016: $91,247Net Income 2016: $5,4482016Revenue 2018: $100,719Expenses 2018: $107,927Net Income 2018: -$7,2082018Revenue 2020: $67,708Expenses 2020: $319,723Net Income 2020: -$252,0152020Revenue 2021: $430,286Expenses 2021: $267,916Net Income 2021: $162,3702021Revenue 2022: $77,342Expenses 2022: $226,542Net Income 2022: -$149,2002022Revenue 2023: $1,845,762Expenses 2023: $1,001,200Net Income 2023: $844,5622023Revenue 2024: $878,561Expenses 2024: $996,124Net Income 2024: -$117,5632024

Latest loaded filing

2024

Revenue$878,561
Expenses$996,124
Net Income-$117,563
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Ivy Foundation
EIN
27-0155679
Phone
9526742800
Address
PO BOX 5628, MINNEAPOLIS, MN 55440-5628

Signing Officer

Name
Michella L Johnson
Title
Secretary
Phone
9526742800
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Waycrosse Inc
Address
15407 MCGINTY RD WEST DEPT 28, WAYZATA, MN 55391
Preparer
Kristen Cole
Phone
9526742800
Raw XML Appendix196 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
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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-937
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-7245
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-937
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-13
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NON TRADITIONAL STRATEGIES FUND - GENERA
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3DIVERSIFYING STRATEGIES FUND - SEGREGATE
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IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5628
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0554405628
IRS990T/BookValueAssetsEOYAmt01211177
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt01300
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTaxCreditAmt00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cCorporationInd0X
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IRS990T/OverpaymentSection/OverpaymentAmt0928
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IRS990T/PaidTaxLiabilityAmt00
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IRS990TScheduleA/CapitalGainNetIncomeAmt2371
IRS990TScheduleA/CapitalGainNetIncomeAmt3170
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/NetOperatingLossDeductionAmt30
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
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IRS990TScheduleA/PrincipalBusinessActivityCd2900001
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IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceReferenceNum23
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IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDeductionsAmt20
IRS990TScheduleA/TotalDeductionsAmt30
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0130
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt160
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt21401
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt3640
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentIncomeAmt00
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IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0130
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt160
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt21772
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3810
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0130
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0NON-TRADITIONAL STRATEGIES FUND - GENERAL
IRS990TScheduleA/TradeOrBusinessDesc1NON-TRADITIONAL STRATEGIES FUND - SEGREGATED
IRS990TScheduleA/TradeOrBusinessDesc2DIVERSIFIED STRATEGIES FUND, LLC - GENERAL
IRS990TScheduleA/TradeOrBusinessDesc3DIVERSIFIED STRATEGIES FUND, LLC - SEGREGATED
IRS990TScheduleA/UBIBeforeNOLDedAmt0130
IRS990TScheduleA/UBIBeforeNOLDedAmt160
IRS990TScheduleA/UBIBeforeNOLDedAmt21772
IRS990TScheduleA/UBIBeforeNOLDedAmt3810
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0130
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt160
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt21772
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt3810
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0372
IRS990T/TaxLessCreditsAmt0372
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01300
IRS990T/TotalTaxAmt0372
IRS990T/TotalTaxComputationAmt0372
IRS990T/TotalUBTIAmt01772
IRS990T/TotalUBTIBeforeNOLSpecificAmt02772
IRS990T/TotalUBTIBeforeSection199AAmt02772
IRS990T/TotalUBTIComputedAmt02772
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum09526742800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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ReturnHeader/Filer/EIN0270155679
ReturnHeader/Filer/PhoneNum09526742800
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411697170
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015407 MCGINTY RD WEST DEPT 28
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYZATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055391
ReturnHeader/PreparerPersonGrp/PhoneNum09526742800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN COLE
ReturnHeader/ReturnTs02023-11-15T10:04:14-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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