Civic Intelligence

Ivy Endowment Inc.

990 • Fiscal year 2023 • EIN 31-0962055

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

(317) 499-4652

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

160%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$639,920

Up $70,277 (+12%) from 2022

Net Assets

Up

$639,920

Up $70,277 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin73rd percentile

Revenue

Up

$357,425

Up $219,786 (+160%) from 2022

Expenses

Up

$287,148

Up $179,667 (+167%) from 2022

Net Income

Up

$70,277

Up $40,119 (+133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2023

Assets$639,920
Liabilities$0
Net Assets$639,920
Open 2023 Filing

Operations Trend

Revenue Growth94th 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

2023

Revenue$357,425
Expenses$287,148
Net Income$70,277
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$357,425
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$569,643$639,920▲ $70,277
Cash and Non-Interest-Bearing Accounts$329,917$398,815▲ $68,898
Investments in Publicly Traded Securities$239,726$241,105▲ $1,379
Total Assets$569,643$639,920▲ $70,277
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$569,643$639,920▲ $70,277
Total Liabilities and Net Assets / Fund Balance$569,643$639,920▲ $70,277
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Katasha ButlerPresident
W Diane Cargile1st Vice President
Nichole Wilson2nd Vice President
Neva MartinAssistant Secretary
Dorothy CrenshawChaplain
Angela WhitneyFinancial Secretary
Charlotte TalleyHistorian
Marie RahmanHistorian
Kimberly MorganParliamentarian
Jarnell Burks CraigSecretary
Carmen JonesTreasurer
Dawn HughesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,219
Program Service Revenue
$332,089
Investment Income
$2,117
Other Revenue
$0
All Other Contributions
$23,219
Change in Net Assets
$70,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,148
Total Fundraising Expense$47
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$2,710-$2,710
Occupancy-$1,500-$1,500
Fees for Services Accounting-$1,425-$1,425
Other Expenses$183,465$724$47$724
Total Functional Expenses$280,742$6,359$47$287,148
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
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 available upon request for review.”

Filing and Contact Details

Filer

Filer Name
Ivy Endowment Inc
EIN
31-0962055
Phone
3174994652
Address
PO BOX 88474, Indianapolis, IN 46208

Signing Officer

Name
Carmen K Jones
Title
Treasurer
Phone
3174994652
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carmen K Jones
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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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0569643
IRS990/TotalAssetsEOYAmt0639920
IRS990/TotalAssetsGrp/BOYAmt0569643
IRS990/TotalAssetsGrp/EOYAmt0639920
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023219
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06359
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0280742
IRS990/TotalFunctionalExpensesGrp/TotalAmt0287148
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0569643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0639920
IRS990/TotalProgramServiceExpensesAmt0280742
IRS990/TotalProgramServiceRevenueAmt0332089
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0334206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0569643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0639920
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carmen K Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03174994652
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0IVYE
ReturnHeader/Filer/EIN0310962055
ReturnHeader/Filer/PhoneNum03174994652
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 88474
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453109055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jaya A Naiken CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09333 N Meridian St Suite 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046260
ReturnHeader/PreparerPersonGrp/PhoneNum03172183318
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jaya Naiken CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T02:53:06-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$639,920
Liabilities
$0
Net assets
$639,920
Revenue
$357,425
Expenses
$287,148
Net income
$70,277
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