Civic Intelligence

Ivy Rose Foundation Incorporated

990EZ • Fiscal year 2015 • EIN 62-1622576

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
PO Box 81053Chattanooga, TN 37414

(423) 309-4985

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

1400%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,636

Up $2,657 (+3.3%) from 2014

Net Assets

$83,636

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$47,169

Up $44,024 (+1400%) from 2014

Expenses

Up

$44,512

Up $28,544 (+179%) from 2014

Net Income

Up

$2,657

Up $15,480 (+121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2011: $53,335Liabilities 2011: $02011Assets 2012: $42,493Liabilities 2012: $02012Assets 2013: $94,017Liabilities 2013: $02013Assets 2014: $80,979Liabilities 2014: $02014Assets 2015: $83,636Net Assets 2015: $83,6362015Assets 2016: $122,295Liabilities 2016: $0Net Assets 2016: $122,2952016Assets 2017: $129,973Liabilities 2017: $0Net Assets 2017: $126,1102017Assets 2018: $117,224Liabilities 2018: $02018Assets 2019: $185,451Liabilities 2019: $0Net Assets 2019: $162,0032019Assets 2020: $142,733Liabilities 2020: $02020Assets 2021: $136,647Liabilities 2021: $0Net Assets 2021: $136,6472021Assets 2022: $148,992Liabilities 2022: $0Net Assets 2022: $148,9922022Assets 2023: $167,279Liabilities 2023: $0Net Assets 2023: $167,2792023Assets 2024: $205,189Liabilities 2024: $0Net Assets 2024: $205,1892024

Highlighted filing

2015

Assets$83,636
Liabilities-
Net Assets$83,636
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $12,764Expenses 2011: $20,603Net Income 2011: -$7,8392011Revenue 2012: $6,882Expenses 2012: $17,724Net Income 2012: -$10,8422012Revenue 2013: $66,027Expenses 2013: $14,503Net Income 2013: $51,5242013Revenue 2014: $3,145Expenses 2014: $15,968Net Income 2014: -$12,8232014Revenue 2015: $47,169Expenses 2015: $44,512Net Income 2015: $2,6572015Revenue 2016: $113,602Expenses 2016: $74,943Net Income 2016: $38,6592016Revenue 2017: $30,618Expenses 2017: $26,803Net Income 2017: $3,8152017Revenue 2018: $7,415Expenses 2018: $20,164Net Income 2018: -$12,7492018Revenue 2019: $58,175Expenses 2019: $13,396Net Income 2019: $44,7792019Revenue 2020: -$26,079Expenses 2020: $16,612Net Income 2020: -$42,6912020Revenue 2021: $6,112Expenses 2021: $12,198Net Income 2021: -$6,0862021Revenue 2022: $27,628Expenses 2022: $15,283Net Income 2022: $12,3452022Revenue 2023: $73,988Expenses 2023: $55,701Net Income 2023: $18,2872023Revenue 2024: $56,011Expenses 2024: $18,102Net Income 2024: $37,9092024

Highlighted filing

2015

Revenue$47,169
Expenses$44,512
Net Income$2,657
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$47,169
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
ANNUAL GALA HELD TO RAISE FUNDS FOR SCHOLARSHIPS THIS EVENT BRINGS THE COMMUNITY TOGETHER TO SUPPORT EDUCATION-$22,951
COMMUNITY SERVICE PROJECTS PARTCIPATED IN THE ANNUAL ML KING CELEBRATION MADE DONATIONS TO HBCUS HISTORICAL BLACK COLLEGES AND UNIVERSITIES ST JUDES CHILDREN HOSPITAL RONOLD MCDONALD HOUSE SPONSORED A STUDENT TO TECH TOWN AND WORKED WITH TARGET ON A YOUTH PROGRAM THAT PROVIDED BOOK BAGS FOR SCHOOL-$10,104
JAZZ BRUNCH HELD TO RAISE FUNDS FOR SCHOLARSHIPS THIS EVENT BRINGS THE COMMUNITY TOGETHER TO SUPPORT HIGHER EDUCATION-$8,979
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN DAVIDSON-MORTONChair-$0--
LENORA SHEFFEYCochair-$0--
BARBARA GARDNERSecretary-$0--
DEBORAH CARTERFinancial Secretary-$0--
JO ANN J WILLIAMSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ivy Rose Foundation
EIN
62-1622576
In Care Of
% JO ANN WILLIAMS
Phone
4233094985
Address
PO BOX 81053, CHATTANOOGA, TN 37414

Signing Officer

Name
Jo Ann Williams
Title
Ms
Phone
4233094985
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Basic Business Services Inc
Address
752 E ML KING BLVD STE 102, CHATTANOOGA, TN 37403
Preparer
Stephen F Riggs
Phone
4237521902
Supplemental Narrative

Additional Explanations

Part I Line 16

“Advertising and promotion $700.00”

Part I Line 16

“Insurance $214.00”

Part I Line 16

“DONATIONS $1295.00”

Part I Line 16

“SCHOLARSHIPS $6000.00”

Part I Line 16

“Fundraiser expenses $33814.00”

Raw XML Appendix158 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY ANN DAVIDSON-MORTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LENORA SHEFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARBARA GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JO ANN J WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COCHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt042023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt01688
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JAZZ BRUNCH HELD TO RAISE FUNDS FOR SCHOLARSHIPS THIS EVENT BRINGS THE COMMUNITY TOGETHER TO SUPPORT HIGHER EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL GALA HELD TO RAISE FUNDS FOR SCHOLARSHIPS THIS EVENT BRINGS THE COMMUNITY TOGETHER TO SUPPORT EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SERVICE PROJECTS PARTCIPATED IN THE ANNUAL ML KING CELEBRATION MADE DONATIONS TO HBCUS HISTORICAL BLACK COLLEGES AND UNIVERSITIES ST JUDES CHILDREN HOSPITAL RONOLD MCDONALD HOUSE SPONSORED A STUDENT TO TECH TOWN AND WORKED WITH TARGET ON A YOUTH PROGRAM THAT PROVIDED BOOK BAGS FOR SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08979
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122951
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210104
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044512
IRS990EZ/TotalProgramServiceExpensesAmt042034
IRS990EZ/TotalRevenueAmt047169
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01534
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09000
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt013360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0243144
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0263536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107888
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078265
IRS990ScheduleA/Total509Grp/TotalAmt0263536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt015320
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and promotion $700.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $214.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONATIONS $1295.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS $6000.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FUNDRAISER EXPENSES $33814.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JO ANN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MS
ReturnHeader/BusinessOfficerGrp/PhoneNum04233094985
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IVYR
ReturnHeader/Filer/EIN0621622576
ReturnHeader/Filer/InCareOfNm0% JO ANN WILLIAMS
ReturnHeader/Filer/PhoneNum04233094985
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81053
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037414
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201001846
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0752 E ML KING BLVD STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037403
ReturnHeader/PreparerPersonGrp/PhoneNum04237521902
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN F RIGGS
ReturnHeader/ReturnTs02016-05-16T09:36:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,636
Liabilities
-
Net assets
$83,636
Revenue
$47,169
Expenses
$44,512
Net income
$2,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.56$0.18$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.74$0.56$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.28$0.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.12$0.06
2020Summary only. Only limited summary data is available for this year.$1.43$0.00$0.26$0.17$0.43
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.62$0.58$0.13$0.45
2018Summary only. Only limited summary data is available for this year.$1.17$0.00$0.07$0.20$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.26$0.31$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.14$0.75$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.47$0.45$0.03
2014Summary only. Only limited summary data is available for this year.$0.81$0.00$0.03$0.16$0.13
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.66$0.15$0.52
2012Summary only. Only limited summary data is available for this year.$0.42$0.00$0.07$0.18$0.11
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.13$0.21$0.08