Civic Intelligence

Ivy Foundation

990T • Fiscal year 2023 • EIN 27-0155679

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

PO Box 5628Minneapolis, MN 55440-5628

(952) 674-2800

Siviq Scores

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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, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
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
Katherine Weber
Title
Secretary
Phone
9526742800
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
833 EAST MICHIGAN STREET SUITE 1550, MILWAUKEE, WI 53202
Preparer
Sarah Hughes
Phone
4142735900
Raw XML Appendix184 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/NetSTCapitalGainOrLossAmt0-49
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-271
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-49
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-187
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-42
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-42
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IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-97
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-24
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IRS990T/BooksInCareOfDetail/PersonNm0KATHERINE WEBER
IRS990T/BooksInCareOfDetail/PhoneNum09526742800
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5628
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990T/OverpaymentSection/RefundAmt00
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IRS990TScheduleA/CapitalGainNetIncomeAmt00
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IRS990TScheduleA/CapitalGainNetIncomeAmt230
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
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IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-1
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-53
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-12
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-4
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-54
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-12
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-54
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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/UBIBeforeNOLDedAmt0-54
IRS990TScheduleA/UBIBeforeNOLDedAmt1-12
IRS990TScheduleA/UBIBeforeNOLDedAmt226
IRS990TScheduleA/UBIBeforeNOLDedAmt30
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-54
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-12
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt226
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0928
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt026
IRS990T/TotalUBTIBeforeSection199AAmt026
IRS990T/TotalUBTIComputedAmt026
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHERINE WEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09526742800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYF
ReturnHeader/Filer/EIN0270155679
ReturnHeader/Filer/PhoneNum09526742800
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 EAST MICHIGAN STREET SUITE 1550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142735900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH HUGHES
ReturnHeader/ReturnTs02024-11-14T14:50:33-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings