Civic Intelligence

Ivy Rose Community Foundation

EIN 31-1804391 • 501(c)3 • San Jose, CA

Profile

Provide educational activities, such, sat workshops, funds for books awards and scholarships

Post Office Box 53674San Jose, CA 95153

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

3.4%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

10th percentile

-73%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$45,662

Up $2,931 (+6.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$45,662

Up $2,931 (+6.9%) from 2022

Revenue

Down

$1,707

Down $21,546 (-93%) from 2022

Expenses

Down

$2,193

Down $7,391 (-77%) from 2022

Net Income

Down

-$486

Down $14,155 (-104%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2014: $12,588Net Assets 2014: $12,5882014Assets 2015: $10,711Net Assets 2015: $10,7112015Assets 2016: $11,387Liabilities 2016: $0Net Assets 2016: $11,3872016Assets 2017: $9,180Liabilities 2017: $0Net Assets 2017: $9,1802017Assets 2018: $44,293Liabilities 2018: $0Net Assets 2018: $44,2932018Assets 2019: $39,154Liabilities 2019: $0Net Assets 2019: $39,1542019Assets 2021: $29,062Liabilities 2021: $0Net Assets 2021: $29,0622021Assets 2022: $42,731Liabilities 2022: $0Net Assets 2022: $42,7312022Assets 2024: $45,662Liabilities 2024: $0Net Assets 2024: $45,6622024

Highlighted filing

2024

Assets$45,662
Liabilities$0
Net Assets$45,662

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2014: $36,179Expenses 2014: $28,462Net Income 2014: $7,7172014Revenue 2015: $27,504Expenses 2015: $29,381Net Income 2015: -$1,8772015Revenue 2016: $16,368Expenses 2016: $15,692Net Income 2016: $6762016Revenue 2017: $21,865Expenses 2017: $24,072Net Income 2017: -$2,2072017Revenue 2018: $47,851Expenses 2018: $12,738Net Income 2018: $35,1132018Revenue 2019: $13,430Expenses 2019: $18,569Net Income 2019: -$5,1392019Revenue 2021: $12,024Expenses 2021: $13,260Net Income 2021: -$1,2362021Revenue 2022: $23,253Expenses 2022: $9,584Net Income 2022: $13,6692022Revenue 2024: $1,707Expenses 2024: $2,193Net Income 2024: -$4862024

Highlighted filing

2024

Revenue$1,707
Expenses$2,193
Net Income-$486

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$124,163
Mission and Program Overview

Mission

Provide educational activities, such, sat workshops, funds for books awards and scholarships

Program Services

DescriptionGrantsExpenses
DEB BELL$0$91,380
DERBY DAY$0$19,599
STUDENT SCHOLARSHIPS$0$6,000
BACCALAUREATE,EMPOWER OUR FAMILIES$0$5,477
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HAWKINSPresident-$0--
PAULA WARRENVice Presindent-$0--
JOSEPHINE MARTINSecretary-$0--
KIMBERLY REDDRICK-PETERSTreasurer-$0--
LAURA WILKINSONParliamentarian-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Deb Ball$85,578$85,578-$85,578
Pink Goes Red and Derby Day$29,033$29,033-$29,033
Total Events$114,611$114,611-$114,611
Filing and Contact Details

Filer

Filer Name
Ivy Rose Community Foundation
EIN
31-1804391
Phone
4085916343
Address
POST OFFICE BOX 53674, SAN JOSE, CA 95153

Signing Officer

Name
Melissa Hawkins
Title
President
Phone
4085916343
Signed
2025-11-03

Preparer

Firm
Jose a Palma Accountancy Corp
Address
111 RACE STREET, SAN JOSE, CA 95126
Preparer
Jose a Palma
Phone
4089984920
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: po box. Amount: 182. Description: meeting facility & expenses. Amount: 940. Description: website. Amount: 204. Description: sect of state. Amount: 50. Description: bank fees. Amount: 99. Description: misc admin expenses. Amount: 131. Total to form 990-ez, line 16: 1,606.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

AMOUNT: 11,032.

Raw XML Appendix191 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESINDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL ACTIVITIES, SUCH, SAT WORKSHOPS, FUNDS FOR BOOKS AWARDS AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DEB BELL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DERBY DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BACCALAUREATE,EMPOWER OUR FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091380
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt219599
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt085578
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IRS990ScheduleG/GamingWithNonmembersInd00
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IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PO BOX. AMOUNT: 182. DESCRIPTION: MEETING FACILITY & EXPENSES. AMOUNT: 940. DESCRIPTION: WEBSITE. AMOUNT: 204. DESCRIPTION: SECT OF STATE. AMOUNT: 50. DESCRIPTION: BANK FEES. AMOUNT: 99. DESCRIPTION: MISC ADMIN EXPENSES. AMOUNT: 131. TOTAL TO FORM 990-EZ, LINE 16: 1,606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMOUNT: 11,032.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04085916343
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ROSE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYR
ReturnHeader/Filer/EIN0311804391
ReturnHeader/Filer/PhoneNum04085916343
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 53674
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095153
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721557137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSE A PALMA ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 RACE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095126
ReturnHeader/PreparerPersonGrp/PhoneNum04089984920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSE A PALMA
ReturnHeader/ReturnTs02025-11-07T19:23:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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