Civic Intelligence

Ivy Rose Community Foundation

990EZ • Fiscal year 2016 • EIN 31-1804391

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileN/A
Post Office Box 23302San Jose, CA 95153

(408) 225-5232

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

53rd percentile

4.1%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$11,387

Up $676 (+6.3%) from 2015

Net Assets

Up

$11,387

Up $676 (+6.3%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Down

$16,368

Down $11,136 (-40%) from 2015

Expenses

Down

$15,692

Down $13,689 (-47%) from 2015

Net Income

Up

$676

Up $2,553 (+136%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2016

Assets$11,387
Liabilities$0
Net Assets$11,387
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$16,368
Expenses$15,692
Net Income$676
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$16,368
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
BACCALAUREATE AWARDS$0$3,300
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALAIKA YOUNGPresident-$0--
CASSANDRA ANDERSONVice Presindent-$0--
TONYA TRIMFinancial Secretary-$0--
BEVERLY JAMESTreasurer-$0--
PAMELA LOWEParliamentarian-$0--
Filing and Contact Details

Filer

Filer Name
Ivy Rose Community Foundation
EIN
31-1804391
Phone
4082255232
Address
POST OFFICE BOX 23302, SAN JOSE, CA 95153

Signing Officer

Name
Beverly James
Title
Treasurer
Phone
4082255232
Signed
2017-11-13

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: program activities. Amount: 10,565. Description: storage. Amount: 244. Description: facilities. Amount: 84. Description: insurance. Amount: 1,819. Description: dues/affiliations. Amount: 1,250. Description: bank fees. Amount: 73. Total to form 990-ez, line 16: 14,035.”

Raw XML Appendix159 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0BEVERLY JAMES
IRS990EZ/BooksInCareOfDetail/PhoneNum04087576769
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 23302
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095153
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010711
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011387
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016368
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0676
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01425
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011387
IRS990EZ/GrossReceiptsAmt016368
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011387
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011387
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MALAIKA YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CASSANDRA ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONYA TRIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEVERLY JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA LOWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESINDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt014035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL ACTIVITIES, SUCH, SAT WORKSHOPS, FUNDS FOR BOOKS AWARDS AND SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostageAmt0232
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BACCALAUREATE AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03300
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015692
IRS990EZ/TotalProgramServiceExpensesAmt03300
IRS990EZ/TotalRevenueAmt016368
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016368
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011495
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09211
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051599
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.92270
IRS990ScheduleA/PublicSupportTotal509Amt051599
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06565
IRS990ScheduleA/Total509Grp/TotalAmt051599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06565
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM ACTIVITIES. AMOUNT: 10,565. DESCRIPTION: STORAGE. AMOUNT: 244. DESCRIPTION: FACILITIES. AMOUNT: 84. DESCRIPTION: INSURANCE. AMOUNT: 1,819. DESCRIPTION: DUES/AFFILIATIONS. AMOUNT: 1,250. DESCRIPTION: BANK FEES. AMOUNT: 73. TOTAL TO FORM 990-EZ, LINE 16: 14,035.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082255232
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ROSE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYR
ReturnHeader/Filer/EIN0311804391
ReturnHeader/Filer/PhoneNum04082255232
ReturnHeader/Filer/USAddress/AddressLine1Txt0POST OFFICE BOX 23302
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095153
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0265786F7ED7A1B22093A29F1AAA053A43290D709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B994C4CBB94645D287423E866AA6E65F693313F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.15.26.252
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:49:20
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/ReturnTs02017-11-14T16:27:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,387
Liabilities
$0
Net assets
$11,387
Revenue
$16,368
Expenses
$15,692
Net income
$676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$1.71$2.19$0.49
2022Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$23.3$9.58$13.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$12.0$13.3$1.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$0.00$39.2$13.4$18.6$5.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.3$0.00$44.3$47.9$12.7$35.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.18$0.00$9.18$21.9$24.1$2.21
2016Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$16.4$15.7$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.7$27.5$29.4$1.88
2014Detailed filing. Detailed filing data is available for this year.$12.6$12.6$36.2$28.5$7.72