Civic Intelligence

Ivy Vine Charities Incorporated

990 • Fiscal year 2016 • EIN 52-1903943

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

12514 Davan DriveSilver Spring, MD 20904

(301) 928-5835

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

7th percentile

-56%

Higher net margin than 7% 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

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

8th percentile

-57%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$82,392

Down $14,908 (-15%) from 2015

Net Assets

Down

$82,392

Down $14,908 (-15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$26,728

Down $35,438 (-57%) from 2015

Expenses

Up

$41,636

Up $14,919 (+56%) from 2015

Net Income

Down

-$14,908

Down $50,357 (-142%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $48,983Liabilities 2010: $15,705Net Assets 2010: $33,2782010Assets 2011: $36,955Liabilities 2011: $14,251Net Assets 2011: $22,7042011Assets 2012: $94,789Liabilities 2012: $3,670Net Assets 2012: $91,1192012Assets 2013: $73,833Liabilities 2013: $0Net Assets 2013: $73,8332013Assets 2014: $61,851Liabilities 2014: $0Net Assets 2014: $61,8512014Assets 2015: $97,300Liabilities 2015: $0Net Assets 2015: $97,3002015Assets 2016: $82,392Liabilities 2016: $0Net Assets 2016: $82,3922016Assets 2017: $144,814Liabilities 2017: $0Net Assets 2017: $144,8142017Assets 2018: $84,278Liabilities 2018: $0Net Assets 2018: $84,2782018Assets 2019: $58,880Liabilities 2019: $0Net Assets 2019: $58,8802019Assets 2020: $59,310Liabilities 2020: $0Net Assets 2020: $59,3102020Assets 2021: $94,916Liabilities 2021: $0Net Assets 2021: $94,9162021Assets 2022: $94,366Liabilities 2022: $0Net Assets 2022: $94,3662022Assets 2023: $96,472Liabilities 2023: $0Net Assets 2023: $96,4722023Assets 2024: $84,873Liabilities 2024: $0Net Assets 2024: $84,8732024

Highlighted filing

2016

Assets$82,392
Liabilities$0
Net Assets$82,392

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $176,7892010Revenue 2011: $31,907Expenses 2011: $42,481Net Income 2011: -$10,5742011Expenses 2012: $27,1162012Revenue 2013: $8,103Expenses 2013: $25,389Net Income 2013: -$17,2862013Revenue 2014: $26,192Expenses 2014: $34,062Net Income 2014: -$7,8702014Revenue 2015: $62,166Expenses 2015: $26,717Net Income 2015: $35,4492015Revenue 2016: $26,728Expenses 2016: $41,636Net Income 2016: -$14,9082016Revenue 2017: $127,807Expenses 2017: $64,365Net Income 2017: $63,4422017Revenue 2018: $21,972Expenses 2018: $82,508Net Income 2018: -$60,5362018Revenue 2019: $49,234Expenses 2019: $43,358Net Income 2019: $5,8762019Revenue 2020: $29,084Expenses 2020: $23,777Net Income 2020: $5,3072020Revenue 2021: $44,979Expenses 2021: $26,422Net Income 2021: $18,5572021Revenue 2022: $51,966Expenses 2022: $35,467Net Income 2022: $16,4992022Revenue 2023: $60,554Expenses 2023: $58,448Net Income 2023: $2,1062023Revenue 2024: $53,248Expenses 2024: $64,847Net Income 2024: -$11,5992024

Highlighted filing

2016

Revenue$26,728
Expenses$41,636
Net Income-$14,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Gross Receipts
$62,803
Mission and Program Overview

Mission

To provide scholarships to deserving students, engage in community service activities, and to make contributions and grants to other charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$97,300$82,392▼ $14,908
Total Assets$97,300$82,392▼ $14,908
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$97,300$82,392▼ $14,908
Total Net Assets Fund Balance$97,300$82,392▼ $14,908
Total Liabilities and Net Assets / Fund Balance$97,300$82,392▼ $14,908
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer L MeltonChair Bldgs & Properties
Olga Brown-leighChair Publicity
Sharon BurrellAka President
Callian F JenkinsPresident
Michelle GillAka Vice President
Denise ReedBoard Member
Pamela MonroeDirector
Faye N Vaughn-cookeAka Treasurer
Vanessa D Watson-longCorresponding Secretary
Shontee a BryantFinancial Secretary
Dacia BeardParliamentarian
Jacquelyn Sykes-washingtonSr Vice Pres
Jacqueline M JonesTreasurer
Kimberly NionoVP of Development
Larniece M MooreVP of Programs
Shonda GowardVP of Scholarship
Revenue and Support

Revenue Composition

Contributions and Grants
$18,640
Program Service Revenue
$0
Investment Income
$7
Other Revenue
$8,081
All Other Contributions
$2,915
Change in Net Assets
$-14,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,245
Other Expenses$8,391
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,245--$17,245
Grants to Domestic Individuals$16,000--$16,000
Insurance-$2,654-$2,654
Office Expenses-$2,075-$2,075
All Other Expenses-$1,939-$1,939
Fees for Services Accounting-$650-$650
Other Expenses-$550-$550
Conferences and Meetings-$523-$523
Total Functional Expenses$33,245$8,391$0$41,636
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Theta Omega Omega Chapter Aka IncSilver Spring, MD--$4,334
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,156
Fundraising Direct Expenses$36,041
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourney$13,013$13,013$1,545$11,468
Afternoontea$6,230$6,230$758$5,472
Total Events$42,154$42,154$36,041$6,113
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 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

Governance Explanations

Form 990 governing body review Part VI line 11

The treasurer and president review form 990 prior to filing

Officer director etc mailing address Part VI line 9

SEE ATTACHMENT

Governing documents etc available to public Part VI line 19

Form 990 available on www.guidestar.org or foundationcenter.org

Filing and Contact Details

Filer

Filer Name
Ivy Vine Charities Inc
EIN
52-1903943
Address
12514 DAVAN DRIVE, SILVER SPRING, MD 20904

Signing Officer

Name
Jacqueline M Jones
Title
Treasurer
Phone
3019285835
Signed
2017-05-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Callian F Jenkins
Formed
1995
Legal Domicile
Md
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Clm Financial LLC
Address
7529 STANDISH PLACE SUITE 290, ROCKVILLE, MD 20855
Preparer
Lisa-Marie Gross
Phone
2409072906
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CALLIAN F JENKINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0MADE DONATIONS TO OTHER CHARITABLE ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012911
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012911
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANT PROVIDED TO THETA OMEGA OMEGA CHAPTER OF ALPHA KAPPA ALPHA SORORITY INC FOR VARIOUS COMMUNITY SERVICE ACTIVITIES, SUCH AS HEALTH PROMOTION, FAMILY STRENGTHENING, AND ENVIROMENTAL EDUCATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04334
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04334
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt08615
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYInvestmentIncomeAmt05
IRS990/PYOtherExpensesAmt06717
IRS990/PYOtherRevenueAmt053546
IRS990/PYRevenuesLessExpensesAmt035449
IRS990/PYTotalExpensesAmt026717
IRS990/PYTotalRevenueAmt062166
IRS990/ReconcilationRevenueExpnssAmt0-14908
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt097300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082392
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016491
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0116505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0171903
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0171903
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt016491
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116505
IRS990ScheduleA/Total509Grp/TotalAmt0171903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09328
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0116573
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0172005
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0800
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036041
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNEY
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AFTERNOONTEA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04695
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt05774
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042154
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt022911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042154
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06113
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt017467
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03302
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04702
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0SCHOLARSHIP ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt04334
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THETA OMEGA OMEGA CHAPTER AKA INC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 10695
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SILVER SPRING
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020914
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTEES ARE ALL ORGANIZATIONS RECOGNIZED BY THE IRS AS 501(C)(3) TAX-EXEMPT. THE MISSIONS OF THE GRANTEES INCLUDEEDUCATION, HEALTH, RELIGION AND COMMUNITY SERVICE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER AND PRESIDENT REVIEW FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ATTACHMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AVAILABLE ON WWW.GUIDESTAR.ORG OR FOUNDATIONCENTER.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt097300
IRS990/TotalAssetsEOYAmt082392
IRS990/TotalAssetsGrp/BOYAmt097300
IRS990/TotalAssetsGrp/EOYAmt082392
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018640
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.53$0.65$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.61$0.58$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.52$0.35$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.45$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.29$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.49$0.43$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.22$0.83$0.61
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$1.28$0.64$0.63
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.27$0.42$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.62$0.27$0.35
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.26$0.34$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$0.25$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.04$0.91$0.27
2011Summary only. Only limited summary data is available for this year.$0.37$0.14$0.23$0.32$0.42$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.16$0.33$1.77