Civic Intelligence

Ivy Endowment Inc.

990 • Fiscal year 2019 • EIN 31-0962055

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 02, 2020

Organization ProfileWWW.IVYENDOWMENT.COM
PO Box 88474Indianapolis, IN 46208

(317) 850-8035

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

$798,983

No earlier filing loaded for comparison.

Net Assets

$798,983

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin80th percentile

Revenue

$423,807

No earlier filing loaded for comparison.

Expenses

$317,753

No earlier filing loaded for comparison.

Net Income

$106,054

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2019: $798,983Liabilities 2019: $0Net Assets 2019: $798,9832019Assets 2020: $878,624Liabilities 2020: $0Net Assets 2020: $878,6242020Assets 2021: $666,948Liabilities 2021: $0Net Assets 2021: $666,9482021Assets 2022: $569,643Liabilities 2022: $0Net Assets 2022: $569,6432022Assets 2023: $639,920Liabilities 2023: $0Net Assets 2023: $639,9202023Assets 2024: $745,559Liabilities 2024: $0Net Assets 2024: $745,5592024

Highlighted filing

2019

Assets$798,983
Liabilities$0
Net Assets$798,983
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2019: $423,807Expenses 2019: $317,753Net Income 2019: $106,0542019Revenue 2020: $352,850Expenses 2020: $288,433Net Income 2020: $64,4172020Revenue 2021: $336,947Expenses 2021: $508,881Net Income 2021: -$171,9342021Revenue 2022: $137,639Expenses 2022: $107,481Net Income 2022: $30,1582022Revenue 2023: $357,425Expenses 2023: $287,148Net Income 2023: $70,2772023Revenue 2024: $468,671Expenses 2024: $375,366Net Income 2024: $93,3052024

Highlighted filing

2019

Revenue$423,807
Expenses$317,753
Net Income$106,054
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$423,807
Mission and Program Overview

Mission

To support youth and communities in Central Indiana through granting of scholarships and by providing programs that serve to improve their quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$492,811$798,983▲ $306,172
Cash and Non-Interest-Bearing Accounts$492,811$652,287▲ $159,476
Investments in Publicly Traded Securities-$146,696-
Total Assets$492,811$798,983▲ $306,172
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$492,811$798,983▲ $306,172
Total Liabilities and Net Assets / Fund Balance$492,811$798,983▲ $306,172
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Kimberly MorganPresident
Miriam Hornbuckle GraysPresident AMO
Katasha Butler1st Vice President
Jarnell Burks Craig2nd Vice President
Tamiko CraytonVice President AMO
Pam WebbAssistant Secretary
Deborah Wilkerson-BrownChaplain
Mildred SmithChapter Historian
Belinda RichardsonFinancial Secretary
Angela HenryMembers At Large
Nina BishopMembers At Large
Pat Gamble-MooreMembers At Large
Jacqueline Thomas-MillerNominating Committee
Meca BrewerNominating Committee
Nadine BondsNominating Committee
Mari A SwayneParliamentarian
Tracie BellSecretary
Monique CrowellTreasurer
Deanna StrongTreasurer AMO
Revenue and Support

Revenue Composition

Contributions and Grants
$339,598
Program Service Revenue
$83,831
Investment Income
$378
Other Revenue
$0
All Other Contributions
$339,598
Change in Net Assets
$106,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$317,753
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$29,429--$29,429
Office Expenses-$10,987-$10,987
Insurance-$1,819-$1,819
Total Functional Expenses$304,947$12,806$0$317,753
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
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ivy Endowment Inc
EIN
31-0962055
Address
PO BOX 88474, Indianapolis, IN 46208

Signing Officer

Name
Kimberly Morgan
Title
President
Signed
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Morgan
Formed
1979
Legal Domicile
In
Voting Board Members
425
Independent Board Members
0
Employees
0

Preparer

Firm
Jaya A Naiken CPA LLC
Address
9333 N Meridian st Suite 108, Indianapolis, IN 46260
Preparer
Jaya Naiken CPA
Phone
3172183318
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 0, Grants and allocations 0, Revenue 0 Total individuals impacted 174,4039. Member volunteer hours 7,805. Community volunteer hours 5,938. Items donated 13,799 to include food , clothing, shoes, eyeglases and dresses.”

Form 990, Part XI, Line 5

“Net unrealized gain on investments - Prudential, Frontier II and AXA held marketable securities received from donor.”

Form 990, Part XI, Line Line 9

“Donor contribution received previously by the organization was not was not recorded on prior year tax returns”

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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0492811
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0798983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0423429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0284885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0236449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0154667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01254309
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01252
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06054
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99520
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt01254309
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0423429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0284885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0236449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0154667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01254309
IRS990ScheduleA/TotalSupportAmt01260363
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 0, Grants and allocations 0, Revenue 0 Total individuals impacted 174,4039. Member volunteer hours 7,805. Community volunteer hours 5,938. Items donated 13,799 to include food , clothing, shoes, eyeglases and dresses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Net unrealized gain on investments - Prudential, Frontier II and AXA held marketable securities received from donor.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Donor contribution received previously by the organization was not was not recorded on prior year tax returns
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part XI, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0492811
IRS990/TotalAssetsEOYAmt0798983
IRS990/TotalAssetsGrp/BOYAmt0492811
IRS990/TotalAssetsGrp/EOYAmt0798983
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0339598
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012806
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0304947
IRS990/TotalFunctionalExpensesGrp/TotalAmt0317753
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0492811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0798983
IRS990/TotalProgramServiceExpensesAmt0304947
IRS990/TotalProgramServiceRevenueAmt083831
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0423807
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0492811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0798983
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 88474
IRS990/USAddress/CityNm0Indianapolis
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046208
IRS990/VotingMembersGoverningBodyCnt0425
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.IVYENDOWMENT.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,983
Liabilities
$0
Net assets
$798,983
Revenue
$423,807
Expenses
$317,753
Net income
$106,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.00$7.46$4.69$3.75$0.93
2023Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$3.57$2.87$0.70
2022Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$1.38$1.07$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$3.37$5.09$1.72
2020Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$3.53$2.88$0.64
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$4.24$3.18$1.06