Civic Intelligence

Ivy Foundation Inc.

990EZ • Fiscal year 2016 • EIN 56-2537578

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 14, 2017

P O Box 9484Bradenton, FL 34206

(941) 722-5006

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

21st percentile

-12%

Higher net margin than 21% 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

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

78th percentile

28%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Down

$26,942

Down $3,662 (-12%) from 2015

Net Assets

Down

$26,942

Down $3,662 (-12%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$29,765

Up $6,437 (+28%) from 2015

Expenses

Up

$33,427

Up $7,915 (+31%) from 2015

Net Income

Down

-$3,662

Down $1,478 (-68%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $27,462Net Assets 2011: $27,4622011Assets 2012: $17,555Net Assets 2012: $17,5552012Assets 2014: $32,788Net Assets 2014: $32,7882014Assets 2015: $30,604Net Assets 2015: $30,6042015Assets 2016: $26,942Net Assets 2016: $26,9422016Assets 2017: $55,391Liabilities 2017: $0Net Assets 2017: $55,3912017Assets 2018: $63,256Liabilities 2018: $0Net Assets 2018: $63,2562018Assets 2019: $55,525Liabilities 2019: $0Net Assets 2019: $55,5252019Assets 2020: $66,416Liabilities 2020: $0Net Assets 2020: $66,4162020Assets 2021: $74,153Liabilities 2021: $4,824Net Assets 2021: $69,3292021Assets 2022: $77,686Liabilities 2022: $6,468Net Assets 2022: $71,2182022Assets 2023: $50,859Liabilities 2023: $6,600Net Assets 2023: $44,2592023Assets 2024: $52,565Liabilities 2024: $13,600Net Assets 2024: $38,9652024Assets 2025: $35,052Liabilities 2025: $0Net Assets 2025: $35,0522025

Highlighted filing

2016

Assets$26,942
Liabilities-
Net Assets$26,942

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $23,734Expenses 2011: $17,801Net Income 2011: $5,9332011Revenue 2012: $14,296Expenses 2012: $8,231Net Income 2012: $6,0652012Revenue 2014: $28,748Expenses 2014: $28,571Net Income 2014: $1772014Revenue 2015: $23,328Expenses 2015: $25,512Net Income 2015: -$2,1842015Revenue 2016: $29,765Expenses 2016: $33,427Net Income 2016: -$3,6622016Revenue 2017: $41,336Expenses 2017: $12,887Net Income 2017: $28,4492017Revenue 2018: $24,058Expenses 2018: $16,133Net Income 2018: $7,9252018Revenue 2019: $8,401Expenses 2019: $16,132Net Income 2019: -$7,7312019Revenue 2020: $25,057Expenses 2020: $14,166Net Income 2020: $10,8912020Revenue 2021: $35,211Expenses 2021: $24,221Net Income 2021: $10,9902021Revenue 2022: $23,520Expenses 2022: $21,631Net Income 2022: $1,8892022Revenue 2023: $9,866Expenses 2023: $30,225Net Income 2023: -$20,3592023Revenue 2024: $29,854Expenses 2024: $35,148Net Income 2024: -$5,2942024Revenue 2025: $35,569Expenses 2025: $39,482Net Income 2025: -$3,9132025

Highlighted filing

2016

Revenue$29,765
Expenses$33,427
Net Income-$3,662
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 14, 2017
Return Version
2016v3.0
Gross Receipts
$56,593
Mission and Program Overview

Mission

Provide scholarships and serve community

Provide scholarships serve community

Program Services

DescriptionGrantsExpenses
FUNDED 12 SCHOLARSHIPS IN 2016 TO DESERVING AFRICAN AMERICAN SENIORS FROM SARASOTA AND MANATEE COUNTIES SENIORS MUST MEET ELGIBILITY REQUIREMENTS$9,000$1,688
MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS. EDUCATIONAL, CULTURAL AND ETHICAL TRAINING-$877
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKIE PHILLIPSPresPT$0--
DORETHA PRATTV PresPT$0--
CLARA MIMSSec-$0--
SHIRLEY SHAWTreas-$0--
YVONNE BROWNFin SecPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pink Ice Ball$36,908$36,908$1,740$35,168
Beautillion$14,820$14,820$7,741$7,079
Total Events$51,728$51,728$26,828$24,900
Filing and Contact Details

Filer

Filer Name
Ivy Foundation Inc
EIN
56-2537578
Phone
9417225006
Address
P O BOX 9484, BRADENTON, FL 34206

Signing Officer

Name
Shirley Shaw
Title
10132017
Signed
2017-10-14
Discuss with paid preparer
No

Preparer

Firm
Francina M Hollaway CPA LLC
Address
5104 N LOCKWOOD RIDGE RD 101, SARASOTA, FL 34234
Preparer
Francina Hollaway
Phone
9413601040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

Activity , Grantee LAMBDA OMICON OMEGA SERVICE P O BOX 302 BRADENTON FL 34205, Cash Grant 15,195, Relationship

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

Conferences, conventions, and meetings 2,421

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

Supplies 1,601

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

Corporation annual renewal 61

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

STORAGE 252

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

INSURANCE 509

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

IVY LEAF REPORTER 12

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

150

Raw XML Appendix192 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHIRLEY SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4YVONNE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1V PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS SERVE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED 12 SCHOLARSHIPS IN 2016 TO DESERVING AFRICAN AMERICAN SENIORS FROM SARASOTA AND MANATEE COUNTIES SENIORS MUST MEET ELGIBILITY REQUIREMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MENTORING PROGRAM FOR HIGH SCHOOL STUDENTS. EDUCATIONAL, CULTURAL AND ETHICAL TRAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01688
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1877
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026828
IRS990EZ/SpecialEventsNetIncomeLossAmt024900
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt033427
IRS990EZ/TotalProgramServiceExpensesAmt02565
IRS990EZ/TotalRevenueAmt029765
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04550
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019290
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056278
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025361
IRS990ScheduleA/Total509Grp/TotalAmt0145751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035364
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025361
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145751
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01565
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01565
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026828
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01800
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BEAUTILLION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PINK ICE BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt036908
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051728
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014820
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024900
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07741
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01740
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013982
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee LAMBDA OMICON OMEGA SERVICE P O BOX 302 BRADENTON FL 34205, Cash Grant 15,195, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, conventions, and meetings 2,421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 1,601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CORPORATION ANNUAL RENEWAL 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STORAGE 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 509
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IVY LEAF REPORTER 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7150
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
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ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt010132017
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-14
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ReturnHeader/Filer/BusinessNameControlTxt0IVYF
ReturnHeader/Filer/EIN0562537578
ReturnHeader/Filer/PhoneNum09417225006
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ReturnHeader/FilingSecurityInformation/IPTm019:50:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANCINA M HOLLAWAY CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05104 N LOCKWOOD RIDGE RD 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum09413601040
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-14T03:51:05-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$35.6$39.5$3.91
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$13.6$39.0$29.9$35.1$5.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$6.60$44.3$9.87$30.2$20.4
2022Detailed filing. Detailed filing data is available for this year.$77.7$6.47$71.2$23.5$21.6$1.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.2$4.82$69.3$35.2$24.2$11.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.4$0.00$66.4$25.1$14.2$10.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$0.00$55.5$8.40$16.1$7.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.3$0.00$63.3$24.1$16.1$7.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.4$0.00$55.4$41.3$12.9$28.4
2016Detailed filing. Detailed filing data is available for this year.$26.9$26.9$29.8$33.4$3.66
2015Detailed filing. Detailed filing data is available for this year.$30.6$30.6$23.3$25.5$2.18
2014Detailed filing. Detailed filing data is available for this year.$32.8$32.8$28.7$28.6$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$17.6$14.3$8.23$6.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.5$27.5$23.7$17.8$5.93