Civic Intelligence

Ivy Foundation of Montgomery Alabama Inc

EIN 43-1984418 • 501(c)3 • Montgomery, AL

Profile

Provide relief for the poor and disadvantaged

P O Box 4172Montgomery, AL 36103

n/A

Siviq Scores

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

Liabilities / Assets

85th percentile

0.47x

Higher debt load relative to assets than 85% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

1.13x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

34th percentile

-2.7%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

94th percentile

169%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$627,773

Down $17,218 (-2.7%) from 2022

Liabilities

Down

$296,489

Down $70,487 (-19%) from 2022

Net Assets

Up

$331,284

Up $53,269 (+19%) from 2022

Operations
Liabilities / Revenue93rd percentileNet Margin94th percentile

Revenue

Up

$263,487

Up $165,447 (+169%) from 2022

Expenses

Down

$79,035

Down $86,510 (-52%) from 2022

Net Income

Up

$184,452

Up $251,957 (+373%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2010: $276,542Liabilities 2010: $0Net Assets 2010: $276,5422010Assets 2012: $273,416Net Assets 2012: $273,4162012Assets 2013: $275,199Net Assets 2013: $275,1992013Assets 2014: $311,716Liabilities 2014: $22,100Net Assets 2014: $289,6162014Assets 2015: $302,356Liabilities 2015: $02015Assets 2016: $323,890Liabilities 2016: $02016Assets 2017: $391,345Liabilities 2017: $02017Assets 2018: $394,131Liabilities 2018: $02018Assets 2019: $475,272Liabilities 2019: $02019Assets 2020: $245,869Liabilities 2020: $0Net Assets 2020: $245,8692020Assets 2021: $682,241Liabilities 2021: $0Net Assets 2021: $682,2412021Assets 2022: $644,991Liabilities 2022: $366,976Net Assets 2022: $278,0152022Assets 2023: $627,773Liabilities 2023: $296,489Net Assets 2023: $331,2842023

Highlighted filing

2023

Assets$627,773
Liabilities$296,489
Net Assets$331,284
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $31,1872010Revenue 2012: $31,616Expenses 2012: $23,737Net Income 2012: $7,8792012Revenue 2013: $43,576Expenses 2013: $41,793Net Income 2013: $1,7832013Revenue 2014: $63,826Expenses 2014: $49,409Net Income 2014: $14,4172014Revenue 2015: $42,777Expenses 2015: $30,037Net Income 2015: $12,7402015Revenue 2016: $79,116Expenses 2016: $57,582Net Income 2016: $21,5342016Revenue 2017: $87,574Expenses 2017: $20,119Net Income 2017: $67,4552017Revenue 2018: $40,755Expenses 2018: $37,969Net Income 2018: $2,7862018Revenue 2019: $120,159Expenses 2019: $39,018Net Income 2019: $81,1412019Revenue 2020: $118,262Expenses 2020: $50,628Net Income 2020: $67,6342020Revenue 2021: $38,557Expenses 2021: $18,998Net Income 2021: $19,5592021Revenue 2022: $98,040Expenses 2022: $165,545Net Income 2022: -$67,5052022Revenue 2023: $263,487Expenses 2023: $79,035Net Income 2023: $184,4522023

Highlighted filing

2023

Revenue$263,487
Expenses$79,035
Net Income$184,452
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$627,773
Liabilities
$296,489
Net assets
$331,284
Revenue
$263,487
Expenses
$79,035
Net income
$184,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.28$2.96$3.31$2.63$0.79$1.84
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$3.67$2.78$0.98$1.66$0.68
2021Summary only. Only limited summary data is available for this year.$6.82$0.00$6.82$0.39$0.19$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$1.18$0.51$0.68
2019Summary only. Only limited summary data is available for this year.$4.75$0.00$1.20$0.39$0.81
2018Summary only. Only limited summary data is available for this year.$3.94$0.00$0.41$0.38$0.03
2017Summary only. Only limited summary data is available for this year.$3.91$0.00$0.88$0.20$0.67
2016Summary only. Only limited summary data is available for this year.$3.24$0.00$0.79$0.58$0.22
2015Summary only. Only limited summary data is available for this year.$3.02$0.00$0.43$0.30$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.22$2.90$0.64$0.49$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.75$2.75$0.44$0.42$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$2.73$0.32$0.24$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.31
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$98,040
Mission and Program Overview

Mission

Provide relief for the poor and disadvantaged

The Ivy Foundation of Montgomery, Inc is a registered 501(c)3)organization in Alabama to support the overarching interest of our stakeholders of the Beta Nu Omega Chapter of Alpha Kappa Alpha Sorority, Incorporate. We strive to improve communities and quality of life throughtout the river regions by commitment to sisterhood, scholarships, and social equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$455,000$440,262▼ $14,738
Rtn Earn Endowment Incm Other Fnds$682,241$278,015▼ $404,226
Cash and Non-Interest-Bearing Accounts$227,241$204,729▼ $22,512
Total Assets$682,241$644,991▼ $37,250
Liabilities
Mortgage Notes Payable Secured by Investment Property-$366,976-
Total Liabilities$0$366,976▲ $366,976
Net Assets / Fund Balance
Total Net Assets Fund Balance$682,241$278,015▼ $404,226
Total Liabilities and Net Assets / Fund Balance$682,241$644,991▼ $37,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$440,262$14,738-
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Dawn Ellis MurrayChairman
Yvonne SaxonVice Chairman
Beatrice FornissDirector
Brittany Jones-dabneyDirector
Choona LangDirector
Electia LoveDirector
Greta Webb-williamsDirector
Janel HaynesDirector
Lecia RobinsonDirector
Patricia McclammyDirector
Samantha MccleodDirector
Sandra LewisDirector
Tondalaire AshfordDirector
Janeen BushEx-officio
Claire PayneFinancial Secretary
Ann KingSecretary
Cheryl JarmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,040
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$98,040
Change in Net Assets
$-67,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,545
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$134,525$0$0$134,525
Interest$13,404$0$0$13,404
Depreciation Depletion$11,410$0$0$11,410
All Other Expenses$2,162$0$0$2,162
Information Technology$1,472$0$0$1,472
Office Expenses$1,293$0$0$1,293
Grants to Domestic Individuals$1,000--$1,000
Other Expenses$219$0$0$219
Travel$60$0$0$60
Total Functional Expenses$165,545$0$0$165,545
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
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ivy Foundation of Montgomery Al Inc
EIN
43-1984418
Phone
3342815300
Address
P O BOX 4172, Montgomery, AL 36103

Signing Officer

Name
Candace Saxon
Title
Treasurer
Phone
3342815300
Signed
2023-05-01

Organization Details

Principal Officer
Dawn E Murray
Formed
1989
Legal Domicile
Al
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
17

Preparer

Firm
C & Associates
Address
921 EAST SOUTH BLVD, MONTGOMERY, AL 36116
Preparer
Charles Ford
Phone
3342882415
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 and supporting schedules are reviewed by the board treasurer in detail. The board treasurer then reviews the information with the directors in detail allowing questions and answers. The 990 is approved by the board prior to finalizing with the irs.”

Pt VI, Line 19

“The 990 is made available to the public upon request.”

Raw XML AppendixShowing 400 of 413 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.

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IRS990/MissionDesc0The Ivy Foundation of Montgomery, Inc is a registered 501(c)3)organization in Alabama to support the overarching interest of our stakeholders of the Beta Nu Omega Chapter of Alpha Kappa Alpha Sorority, Incorporate. We strive to improve communities and quality of life throughtout the river regions by commitment to sisterhood, scholarships, and social equity.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt00
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IRS990/OccupancyGrp/TotalAmt0134525
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IRS990/OfficeExpensesGrp/TotalAmt01293
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0MEMBERSHIP/ASSOCIATION DUE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
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IRS990/OtherExpensesGrp/TotalAmt0219
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAWN E MURRAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt018998
IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalRevenueAmt038557
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0278015
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120155
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120155
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040755
IRS990ScheduleA/Total509Grp/TotalAmt0415769
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0415769
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0440262
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014738
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0455000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0440262
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 AND SUPPORTING SCHEDULES ARE REVIEWED BY THE BOARD TREASURER IN DETAIL. THE BOARD TREASURER THEN REVIEWS THE INFORMATION WITH THE DIRECTORS IN DETAIL ALLOWING QUESTIONS AND ANSWERS. THE 990 IS APPROVED BY THE BOARD PRIOR TO FINALIZING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0644991
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IRS990/TotalAssetsGrp/EOYAmt0644991
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098040
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0644991
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt060
IRS990/TravelGrp/TotalAmt060
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 4172
IRS990/USAddress/CityNm0Montgomery
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036103
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0ivyfoundationmontgomery.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CANDACE SAXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03342815300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY FOUNDATION OF MONTGOMERY AL INC
ReturnHeader/Filer/BusinessNameControlTxt0IVYF
ReturnHeader/Filer/EIN0431984418
ReturnHeader/Filer/PhoneNum03342815300
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4172
ReturnHeader/Filer/USAddress/CityNm0Montgomery
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721374584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0921 EAST SOUTH BLVD

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