Civic Intelligence

Ivy Foundation

990T • Fiscal year 2020 • EIN 27-0155679

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 28, 2022

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, 2020 to Dec 31, 2020
Signed
Feb 28, 2022
Return Version
2020v1.3
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
2022-02-28
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 Appendix189 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt02943
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0493
IRS1120ScheduleD/NetCapitalGainAmt02450
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt02450
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0493
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02450
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0493
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01119
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11331
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NON TRADITIONAL STRATEGIES FUND - GENERA
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1NON TRADITIONAL STRATEGIES FUND - SEGREG
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt02450
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0225
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1268
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0NON TRADITIONAL STRATEGIES FUND - GENERA
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1NON TRADITIONAL STRATEGIES FUND - SEGREG
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0493
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0MICHELLA L JOHNSON
IRS990T/BooksInCareOfDetail/PhoneNum09526742800
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5628
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0554405628
IRS990T/BookValueAssetsEOYAmt01198007
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt0175
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0203
IRS990T/OverpaymentSection/OverpaymentAmt0203
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0296
IRS990TScheduleA/CapitalGainNetIncomeAmt01344
IRS990TScheduleA/CapitalGainNetIncomeAmt11599
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0OTHER INCOME
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc1OTHER INCOME
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/PrincipalBusinessActivityCd1900001
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt10
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0PO BOX 5628
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt1PO BOX 5628
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0MINNEAPOLIS
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm1MINNEAPOLIS
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0MN
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd1MN
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd055440
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd155440
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-18
IRS990TScheduleA/TotalOrdinaryGainLossAmt1-28
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-248
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-374
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01078
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt11197
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01078
IRS990TScheduleA/TotUnrltTrdBusIncmAmt11197
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0NON-TRADITIONAL STRATEGIES FUND - GENERAL
IRS990TScheduleA/TradeOrBusinessDesc1NON-TRADITIONAL STRATEGIES FUND - SEGREGATED
IRS990TScheduleA/UBIBeforeNOLDedAmt01078
IRS990TScheduleA/UBIBeforeNOLDedAmt11197
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01078
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt11197
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0PO BOX 5628
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt1PO BOX 5628
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0MINNEAPOLIS
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm1MINNEAPOLIS
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0MN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd1MN
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd055440
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd155440
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0268
IRS990T/TaxLessCreditsAmt0268
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0471
IRS990T/TotalTaxAmt0268
IRS990T/TotalTaxComputationAmt0268
IRS990T/TotalUBTIAmt01275
IRS990T/TotalUBTIBeforeNOLSpecificAmt02275
IRS990T/TotalUBTIBeforeSection199AAmt02275
IRS990T/TotalUBTIComputedAmt02275
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLA L JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09526742800
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYF
ReturnHeader/Filer/EIN0270155679
ReturnHeader/Filer/PhoneNum09526742800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5628
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554405628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411697170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAYCROSSE INC
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/PreparationDt02022-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN COLE
ReturnHeader/ReturnTs02023-01-24T13:01:29-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings