Civic Intelligence

Ivy Foundation Inc.

990EZ • Fiscal year 2020 • EIN 56-2537578

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 10, 2021

Organization ProfileN/A
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

198%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$66,416

Up $10,891 (+20%) from 2019

Net Assets

Up

$66,416

Up $10,891 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin86th percentile

Revenue

Up

$25,057

Up $16,656 (+198%) from 2019

Expenses

Down

$14,166

Down $1,966 (-12%) from 2019

Net Income

Up

$10,891

Up $18,622 (+241%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2020

Assets$66,416
Liabilities$0
Net Assets$66,416
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

2020

Revenue$25,057
Expenses$14,166
Net Income$10,891
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 10, 2021
Return Version
2020v4.1
Gross Receipts
$25,057
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 AND HBCU FOR LIFE INITIATIVE-$16,079
WOMENS HEALTH INITIATIVE-$1,270
BUILDING ECONOMIC LEGACY AND VARIOUS COMMUNITY INITIATIVES-$301
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCIA CALLAWAYMember At LargePT$0--
TAFARA CALLAWAYSecretaryPT$0--
LUCILE MOBLEYPresidentPT$0--
MONIQUE TOLERTreasurerPT$0--
CHERYL STEELEVice PresidentPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Monique Toler
Title
Treasurer
Phone
9419518246
Signed
2021-03-10
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 deserving students amount 11,000”

Description of other expenses Part I line 16

“Description amountinsurance 359web site and marketing 189annual state filing fees 206bank fees 150”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LUCILE MOBLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09419518246
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 9484
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRADENTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034206
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066416
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt010175
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010891
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt066416
IRS990EZ/FundraisingGrossIncomeAmt014162
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011000
IRS990EZ/GrossReceiptsAmt025057
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0720
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055525
IRS990EZ/NetAssetsOrFundBalancesEOYAmt066416
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055525
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt066416
IRS990EZ/OccupancyRentUtltsAndMaintAmt0984
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUCIA CALLAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAFARA CALLAWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LUCILE MOBLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MONIQUE TOLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERYL STEELE
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/OtherExpensesTotalAmt0904
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS AND SERVE COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt0778
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDED SCHOLARSHIPS TO DESERVING SENIORS FROM SARASOTA AND MANATEE COUNTIES SENIORS MUST MEET ELIGIBILITY REQUIREMENTS AND HBCU FOR LIFE INITIATIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WOMENS HEALTH INITIATIVE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BUILDING ECONOMIC LEGACY AND VARIOUS COMMUNITY INITIATIVES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016079
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11270
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2301
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt014162
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014166
IRS990EZ/TotalProgramServiceExpensesAmt017650
IRS990EZ/TotalRevenueAmt025057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025057
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt09619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0163541
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0228089
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056278
IRS990ScheduleA/Total509Grp/TotalAmt0228089
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025057
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056278
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS DESERVING STUDENTS AMOUNT 11,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 359WEB SITE AND MARKETING 189ANNUAL STATE FILING FEES 206BANK FEES 150
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONIQUE TOLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09419518246
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-10
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
ReturnHeader/Filer/USAddress/ZIPCd034206
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/PreparationDt02021-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francina M Hollaway
ReturnHeader/ReturnTs02021-06-25T12:05:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MONIQUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,416
Liabilities
$0
Net assets
$66,416
Revenue
$25,057
Expenses
$14,166
Net income
$10,891
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
2020Detailed filing. Detailed filing data is available for this year.$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
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