Civic Intelligence

Ivy Endowment Inc.

990 • Fiscal year 2020 • EIN 31-0962055

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

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.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

57th percentile

10.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-17%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$878,624

Up $79,641 (+10.0%) from 2019

Net Assets

Up

$878,624

Up $79,641 (+10.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin69th percentile

Revenue

Down

$352,850

Down $70,957 (-17%) from 2019

Expenses

Down

$288,433

Down $29,320 (-9.2%) from 2019

Net Income

Down

$64,417

Down $41,637 (-39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2020

Assets$878,624
Liabilities$0
Net Assets$878,624
Open 2020 Filing

Operations Trend

Revenue Growth30th percentile

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

2020

Revenue$352,850
Expenses$288,433
Net Income$64,417
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Gross Receipts
$352,850
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$798,983$878,624▲ $79,641
Cash and Non-Interest-Bearing Accounts$652,287$716,706▲ $64,419
Investments in Publicly Traded Securities$146,696$161,918▲ $15,222
Total Assets$798,983$878,624▲ $79,641
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$798,983$878,624▲ $79,641
Total Liabilities and Net Assets / Fund Balance$798,983$878,624▲ $79,641
Compensation and Service Providers
Top Officer Pay51st 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
$327,071
Program Service Revenue
$25,752
Investment Income
$27
Other Revenue
$0
All Other Contributions
$317,050
Change in Net Assets
$64,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,433
Total Fundraising Expense$5,954
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$59,102-$5,954$5,954
Fees for Services Accounting$1,030--$1,030
Office Expenses$1,022--$1,022
Insurance$989--$989
Total Functional Expenses$282,479$0$5,954$288,433
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11A, B

“Books and records are available upon request for members to review.”

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
2021-05-04
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
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$878,624
Liabilities
$0
Net assets
$878,624
Revenue
$352,850
Expenses
$288,433
Net income
$64,417
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