Civic Intelligence

Ivy Foundation Inc.

990EZ • Fiscal year 2018 • EIN 56-2537578

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

P O Box 9484Bradenton, FL 34206

(941) 951-8246

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$63,256

Up $7,865 (+14%) from 2017

Net Assets

Up

$63,256

Up $7,865 (+14%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$24,058

Down $17,278 (-42%) from 2017

Expenses

Up

$16,133

Up $3,246 (+25%) from 2017

Net Income

Down

$7,925

Down $20,524 (-72%) from 2017

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

2018

Assets$63,256
Liabilities$0
Net Assets$63,256

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

2018

Revenue$24,058
Expenses$16,133
Net Income$7,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$46,288
Mission and Program Overview

Mission

Provide scholarships and serve community

Program Services

DescriptionGrantsExpenses
FUNDED SCHOLARSHIPS TO DESERVING SENIORS FROM SARASOTA AND MANATEE COUNTIES SENIORS MUST MEET ELIGIBILITY REQUIREMENTS$13,150-
THINK HBCU COLLEGE PREPARATION EVENT-$5,080
MENTORING PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS EDUCATIONAL CULTURAL AND ETHICAL TRAINING-$938
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKIE PHILLIPSMember At LargePT$0--
PRATT DORETHASecretaryPT$0--
SHIRLEY SHAWPresidentPT$0--
SHAVON CLARKTreasurerPT$0--
YVONNE BROWNVice PresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pink Ice$37,477$37,477$3,825$33,652
Total Events$37,477$37,477$22,230$15,247
Filing and Contact Details

Filer

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

Signing Officer

Name
Shavon Clark
Title
Treasurer
Phone
9419518246
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Francina M Hollaway CPA LLC
Address
2937 Bee Ridge Road Suite 5, Sarasota, FL 34239
Preparer
Francina M Hollaway
Phone
9419251040
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity scholarships grantee various amount 13,150

Description of other expenses Part I line 16

Description amountcorporation renewal 70insurance 359web site and marketing 937bank service charge 40postage 92supplies 55officer supplies 332

Raw XML Appendix198 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/PersonNm4YVONNE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01885
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS AND SERVE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED SCHOLARSHIPS TO DESERVING SENIORS FROM SARASOTA AND MANATEE COUNTIES SENIORS MUST MEET ELIGIBILITY REQUIREMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MENTORING PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS EDUCATIONAL CULTURAL AND ETHICAL TRAINING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THINK HBCU COLLEGE PREPARATION EVENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013150
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022230
IRS990EZ/SpecialEventsNetIncomeLossAmt015247
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016133
IRS990EZ/TotalProgramServiceExpensesAmt06018
IRS990EZ/TotalRevenueAmt024058
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08811
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0210541
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046288
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022230
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PINK ICE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt012975
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03825
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 13,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTCORPORATION RENEWAL 70INSURANCE 359WEB SITE AND MARKETING 937BANK SERVICE CHARGE 40POSTAGE 92SUPPLIES 55OFFICER SUPPLIES 332
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAVON CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419518246
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IVYF
ReturnHeader/Filer/EIN0562537578
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 9484
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTm019:13:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0220864553
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Francina M Hollaway CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02937 Bee Ridge Road Suite 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034239
ReturnHeader/PreparerPersonGrp/PhoneNum09419251040
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francina M Hollaway
ReturnHeader/ReturnTs02019-11-01T20:12:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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