Ivy Foundation Inc.

990PF • Fiscal year 2023 • EIN 86-1876818

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 19, 2024

Organization Profile

539 St Andrews DriveSchererville, IN 46375

(773) 471-0890

Siviq Scores

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

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

89%

Higher net margin than 96% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

9.7%

Faster asset growth than 68% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

177%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets42nd percentile

Assets

$837,534

Up $74,220 (+9.7%) from 2022

Net Assets

$837,534

Up $74,220 (+9.7%) from 2022

Liabilities

Down

Down $1 (-100%) from 2022

Revenue And Expenses

Liabilities / Revenue41st percentile Net Margin96th percentile

Revenue

$83,481

Up $53,331 (+177%) from 2022

Expenses

$9,261

Up $9,033 (+3962%) from 2022

Net Income

$74,220

Up $44,298 (+148%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

Highlighted filing

2023

Assets$837,534

Liabilities$0

Net Assets$837,534

Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2023

Revenue$83,481

Expenses$9,261

Net Income$74,220

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jul 19, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RUDYARD SMITH	President	-	$0	-	-
MARIA SMITH	Vice-President	-	$0	-	-
GREG FARLEY	Director	-	$0	-	-
KIRITKUMAR TRIVEDI	Director	-	$0	-	-
ROSE UWIDIA	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Ivy Foundation Inc
EIN: 86-1876818
Phone: 7734710890
Address: 539 ST ANDREWS DRIVE, SCHERERVILLE, IN 46375

Signing Officer

Name: Rudyard Smith
Title: President
Phone: 7734710890
Signed: 2024-07-19
Discuss with paid preparer: Yes

Preparer

Firm: Jesser Ravid Jason Basso and Farber Llp
Address: 230 W MONROE STREET SUITE 2300, CHICAGO, IL 60606-5014
Preparer: Mark T Jason
Phone: 3127824710

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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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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	RUDYARD SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	539 ST ANDREWS DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	SCHERERVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	46375
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7734710890
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5754
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	2758
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	34461
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	8512
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	28707
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	2758
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	SMITH FAMILY FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	1	QUALITY HOME CARE SERVICES
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	539 ST ANDREWS DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	3510 W 79TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SCHERERVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	46375
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	60652
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	7228
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	50000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PERMITS & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	TECHNOLOGY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	5612
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	22
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	627
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FEES & CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	627
TaxesSchedule/TaxesDetail/Amt	0	100
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RUDYARD SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7734710890
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE IVY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	IVYF
ReturnHeader/Filer/EIN	0	861876818
ReturnHeader/Filer/PhoneNum	0	7734710890
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	539 ST ANDREWS DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	SCHERERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IN
ReturnHeader/Filer/USAddress/ZIPCd	0	46375
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	462353353
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JESSER RAVID JASON BASSO AND FARBER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	230 W MONROE STREET SUITE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	606065014
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3127824710
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MARK T JASON
ReturnHeader/ReturnTs	0	2024-07-23T08:48:15-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	RUDYARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	SMITH
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $837,534
Liabilities: $0
Net assets: $837,534
Revenue: $83,481
Expenses: $9,261
Net income: $74,220

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.34	$0.00	$8.34	$0.31	$0.30	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$8.38	$0.00	$8.38	$0.83	$0.09	$0.74
2022Detailed filing. Detailed filing data is available for this year.	$7.63	$0.00	$7.63	$0.30	$0.00	$0.30