Civic Intelligence

Novak Djokovic Foundation USA

EIN 45-4219615 • 501(c)3 • Mooresville, NC

Profile

The organization intends to make grants to charitable organizations described in section 501(c)(3) of the U.S. Internal Revenue Code to improve the quality of education in Serbia and benefit underprivileged children in Serbia.

co 150 Fairview Road 333Mooresville, NC 28117

novakdjokovicfoundation.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

NTEE Q • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

4.1%

Faster asset growth than 48% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

NTEE Q • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,218,681

Up $165,069 (+4.1%) from 2023

Liabilities

Up

$38,772

Up $28,071 (+262%) from 2023

Net Assets

Up

$4,179,909

Up $136,998 (+3.4%) from 2023

Revenue

Down

$1,923,665

Down $1,724,085 (-47%) from 2023

Expenses

Up

$1,815,039

Up $70,030 (+4.0%) from 2023

Net Income

Down

$108,626

Down $1,794,115 (-94%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,230,665Liabilities 2012: $7,000Net Assets 2012: $1,223,6652012Assets 2013: $2,561,669Liabilities 2013: $29,650Net Assets 2013: $2,532,0192013Assets 2014: $2,048,758Liabilities 2014: $19,767Net Assets 2014: $2,028,9912014Assets 2016: $6,160,448Liabilities 2016: $142,044Net Assets 2016: $6,018,4042016Assets 2017: $4,491,001Liabilities 2017: $33,606Net Assets 2017: $4,457,3952017Assets 2018: $2,615,618Liabilities 2018: $15,064Net Assets 2018: $2,600,5542018Assets 2019: $3,055,660Liabilities 2019: $8,035Net Assets 2019: $3,047,6252019Assets 2020: $1,770,113Liabilities 2020: $3,686Net Assets 2020: $1,766,4272020Assets 2021: $2,749,910Liabilities 2021: $0Net Assets 2021: $2,749,9102021Assets 2022: $2,035,034Liabilities 2022: $41,408Net Assets 2022: $1,993,6262022Assets 2023: $4,053,612Liabilities 2023: $10,701Net Assets 2023: $4,042,9112023Assets 2024: $4,218,681Liabilities 2024: $38,772Net Assets 2024: $4,179,9092024

Highlighted filing

2024

Assets$4,218,681
Liabilities$38,772
Net Assets$4,179,909

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $1,513,564Expenses 2012: $289,899Net Income 2012: $1,223,6652012Revenue 2013: $3,769,347Expenses 2013: $2,460,993Net Income 2013: $1,308,3542013Revenue 2014: $1,366,376Expenses 2014: $1,869,404Net Income 2014: -$503,0282014Revenue 2016: $2,370,991Expenses 2016: $1,531,099Net Income 2016: $839,8922016Revenue 2017: $840,928Expenses 2017: $2,401,937Net Income 2017: -$1,561,0092017Revenue 2018: $173,151Expenses 2018: $2,029,993Net Income 2018: -$1,856,8422018Revenue 2019: $582,039Expenses 2019: $134,968Net Income 2019: $447,0712019Revenue 2020: $619,559Expenses 2020: $1,988,970Net Income 2020: -$1,369,4112020Revenue 2021: $1,704,954Expenses 2021: $690,203Net Income 2021: $1,014,7512021Revenue 2022: $416,008Expenses 2022: $903,147Net Income 2022: -$487,1392022Revenue 2023: $3,647,750Expenses 2023: $1,745,009Net Income 2023: $1,902,7412023Revenue 2024: $1,923,665Expenses 2024: $1,815,039Net Income 2024: $108,6262024

Highlighted filing

2024

Revenue$1,923,665
Expenses$1,815,039
Net Income$108,626

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$1,923,665
Mission and Program Overview

Mission

The organization intends to make grants to charitable organizations described in section 501(c)(3) of the U.S. Internal Revenue Code to improve the quality of education in Serbia and benefit underprivileged children in Serbia.

The organization intends to make grants to charitable organizations described in Section 501(c)(3) of the U.S. Internal Revenue Code of 1986 to improve the quality of education in Serbia and benefit underprivileged children in Serbia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,459,610$3,615,062▲ $155,452
Investments in Publicly Traded Securities$566,440$580,035▲ $13,595
Inventories for Sale or Use$20,000$20,000→ $0
Prepaid Expenses and Deferred Charges$7,562$2,517▼ $5,045
Total Assets$4,053,612$4,218,681▲ $165,069
Other Assets Total-$1,067-
Liabilities
Accounts Payable and Accrued Expenses$10,701$38,772▲ $28,071
Total Liabilities$10,701$38,772▲ $28,071
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,042,911$4,179,909▲ $136,998
Total Net Assets Fund Balance$4,042,911$4,179,909▲ $136,998
Total Liabilities and Net Assets / Fund Balance$4,053,612$4,218,681▲ $165,069
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jelena DjokovicMember and Director
Novak DjokovicMember and Director
Ryan TarpleyMember and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,854,761
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$68,904
All Other Contributions
$1,854,761
Change in Net Assets
$108,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,611,526
Other Expenses$203,513
Total Fundraising Expense$4,441
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,611,526--$1,611,526
Other Expenses-$9,655$4,009$9,655
All Other Expenses--$432$432
Total Functional Expenses$1,611,526$199,072$4,441$1,815,039
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrant of $ 1,540,149 to Novak Djokovic FoundationSerbia)Improvement in the quality of education, and to benefit the underprivileged---
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
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Directors Novak Djokovic and Jelena Djokovic are married.

Form 990, Part VI, Section B, line 11B

Form 990 is reviewed by the organization's directors before it is filed with the IRS.

Form 990, Part VI, Section B, line 12C

Each director annually signs a statement which affirms the director has received a copy of the conflict of interest policy; has read and understands the policy; and agrees to comply with the policy.

Form 990, Part VI, Section B, line 15

The board of directors may retain and fix the compensation to be paid to an Executive Director, which shall not be a member of the Board, and who shall serve at the pleasure of the members of the Board.

Form 990, Part VI, Section C, line 19

Upon request, the organization's governing documents, conflict of interest policy, and financial statements are made available to the public.

Filing and Contact Details

Filer

Filer Name
Novak Djokovic Foundation USA
EIN
45-4219615
Phone
4405433310
Address
co 150 Fairview Road 333, Mooresville, NC 28117

Signing Officer

Name
Ryan Tarpley
Title
Chief of Staff
Phone
4405433310
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Novak Djokovic
Formed
2011
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Pokorny and Company
Address
150 Fairview Road Suite 333, Mooresville, NC 28117
Preparer
James R Pokorny
Phone
4405433310
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Translation adjustments 28,372.

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

Interest income

Part XII, Line 2D - Other Adjustments:

Foreign currency exchange loss Unrealized loss on investments

Raw XML Appendix367 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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IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0Directors ensure that the organization is a charitable organization that is described in section 501(c)(3) of the U.S. Interanl Revenue Code.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors Novak Djokovic and Jelena Djokovic are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the organization's directors before it is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each director annually signs a statement which affirms the director has received a copy of the conflict of interest policy; has read and understands the policy; and agrees to comply with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board of directors may retain and fix the compensation to be paid to an Executive Director, which shall not be a member of the Board, and who shall serve at the pleasure of the members of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Upon request, the organization's governing documents, conflict of interest policy, and financial statements are made available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Translation adjustments 28,372.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0Novak Djokovic Foundation UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0981119100
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/AddressLine1Txt06 The Office Village
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CityNm0Peasedown St John
IRS990ScheduleR/IdDisregardedEntitiesGrp/ForeignAddress/CountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileForeignCountryCd0UK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0Receive charitable contributions
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04053612
IRS990/TotalAssetsEOYAmt04218681
IRS990/TotalAssetsGrp/BOYAmt04053612
IRS990/TotalAssetsGrp/EOYAmt04218681
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01854761
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04441
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0199072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01611526
IRS990/TotalFunctionalExpensesGrp/TotalAmt01815039
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010701
IRS990/TotalLiabilitiesEOYAmt038772
IRS990/TotalLiabilitiesGrp/BOYAmt010701
IRS990/TotalLiabilitiesGrp/EOYAmt038772
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04042911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04179909
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01611526
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068904
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01923665
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04053612
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04218681
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o 150 Fairview Road 333
IRS990/USAddress/CityNm0Mooresville
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028117
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0novakdjokovicfoundation.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Tarpley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief of Staff
ReturnHeader/BusinessOfficerGrp/PhoneNum04405433310
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Novak Djokovic Foundation USA
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0454219615
ReturnHeader/Filer/PhoneNum04405433310
ReturnHeader/Filer/USAddress/AddressLine1Txt0co 150 Fairview Road 333
ReturnHeader/Filer/USAddress/CityNm0Mooresville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341960022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pokorny and Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 Fairview Road Suite 333
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mooresville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028117
ReturnHeader/PreparerPersonGrp/PhoneNum04405433310
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Pokorny
ReturnHeader/ReturnTs02025-11-14T12:57:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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