Civic Intelligence

Ivy & Sage Company

EIN 87-4574251 • 501(c)3 • Yardley, PA

Profile

Ivy & Sage Company is a nonprofit organization that is committed to helping individuals and the community access and experience mental, physical and emotional wellness through holistic care of the mind, body and spirit.

1420 Lee CircleYardley, PA 19067

ivyandsagecompany.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-2.1%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,197,123

Down $5,126 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,197,123

Down $5,126 (-0.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin10th percentile

Revenue

Down

$31,836

Down $668 (-2.1%) from 2023

Expenses

Up

$41,714

Up $5,649 (+16%) from 2023

Net Income

Down

-$9,878

Down $6,317 (-177%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2022: $1,181,104Liabilities 2022: $0Net Assets 2022: $1,181,1042022Assets 2023: $1,202,249Liabilities 2023: $0Net Assets 2023: $1,202,2492023Assets 2024: $1,197,123Liabilities 2024: $0Net Assets 2024: $1,197,1232024

Highlighted filing

2024

Assets$1,197,123
Liabilities$0
Net Assets$1,197,123
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,203,506Expenses 2022: $22,402Net Income 2022: $1,181,1042022Revenue 2023: $32,504Expenses 2023: $36,065Net Income 2023: -$3,5612023Revenue 2024: $31,836Expenses 2024: $41,714Net Income 2024: -$9,8782024

Highlighted filing

2024

Revenue$31,836
Expenses$41,714
Net Income-$9,878
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,197,123
Liabilities
$0
Net assets
$1,197,123
Revenue
$31,836
Expenses
$41,714
Net income
-$9,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.03$0.04$0.01
2023Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$0.03$0.04$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$1.20$0.02$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$397,391
Mission and Program Overview

Mission

Ivy & Sage Company is a nonprofit organization that is committed to helping individuals and the community access and experience mental, physical and emotional wellness through holistic care of the mind, body and spirit.

Provide access to wellness through holistic care of the mind, body & spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$525,554$750,161▲ $224,607
Investments Other Securities-$250,000-
Savings and Temporary Cash Investments$626,481$176,010▼ $450,471
Cash and Non-Interest-Bearing Accounts$50,214$20,952▼ $29,262
Total Assets$1,202,249$1,197,123▼ $5,126
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,202,249$1,197,123▼ $5,126
Total Net Assets Fund Balance$1,202,249$1,197,123▼ $5,126
Total Liabilities and Net Assets / Fund Balance$1,202,249$1,197,123▼ $5,126

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$125,000--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Meryl SpiewakPresident
Christopher BrennerVice President
Alexis LevySecretary
Miriam YudilevichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,530
Program Service Revenue
$0
Investment Income
$30,306
Other Revenue
$0
All Other Contributions
$1,530
Change in Net Assets
$-9,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,714
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$13,875-$13,875
Occupancy$12,026--$12,026
Fees for Service Investment Mgmnt Fees-$8,528-$8,528
Fees for Services Legal-$3,279-$3,279
Insurance$921$921-$1,842
Other Expenses$562--$562
Conferences and Meetings-$212-$212
Office Expenses-$80-$80
Information Technology$5--$5
Total Functional Expenses$14,819$26,895$0$41,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“There are no committees with the authority to act on behalf of the governing body, therefore there is no documentation of any such meeting.”

Form 990, Part VI, Section B, line 11B

“The 990 is prepared by a public accounting firm. The form is then reviewed in detail by Ivy & Sage's President and Treasurer. Once they are satisfied with the form, it is distributed to the rest of the board. Finally, the form is filed with the IRS.”

Form 990, Part VI, Section B, line 12C

“The Organization requires each board member to annually sign a statement which affirms such person: has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section B, line 15

“The Organization has no compensated employees therefore there is no process for determining compensation.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and internal financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ivy & Sage Company
EIN
87-4574251
Phone
6095771413
Address
1420 LEE CIRCLE, YARDLEY, PA 19067
Doing Business As
The Practical Wellness Company

Signing Officer

Name
Meryl Spiewak
Title
President
Phone
6095771413
Signed
2025-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meryl Spiewak
Formed
2022
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
7

Preparer

Firm
Klatzkin & Company Llp
Address
1 AAA Drive Bldg 1A Suite 104, HAMILTON, NJ 08691
Preparer
Michelle Martin CPA
Phone
6098909189
Raw XML Appendix334 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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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum06095771413
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01420 LEE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0YARDLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019067
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0It is our belief that socioeconomic standing should never be a barrier to health, healing or wellness. We have created, and offer at no cost, a variety of programs that blend together holistic healing practices with healthy living strategies that combine to significantly help reduce stress, anxiety and depression symptoms. We also offer a partially subsidized Yoga Teacher Training Program that is certified by the Yoga Alliance.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE PRACTICAL WELLNESS COMPANY
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08528
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08528
IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MERYL SPIEWAK
IRS990/Form990PartVIISectionAGrp/PersonNm1ALEXIS LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm2MIRIAM YUDILEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER BRENNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02022
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010984
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0376539
IRS990/GrossReceiptsAmt0397391
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt05
IRS990/InformationTechnologyGrp/TotalAmt05
IRS990/InsuranceGrp/ManagementAndGeneralAmt0921
IRS990/InsuranceGrp/ProgramServicesAmt0921
IRS990/InsuranceGrp/TotalAmt01842
IRS990/InvestmentIncomeGrp/ExclusionAmt019322
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019322
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0250000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0525554
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0750161
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0365555
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0Ivy & Sage Company is a nonprofit organization that is committed to helping individuals and the community access and experience mental, physical and emotional wellness through holistic care of the mind, body and spirit.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt01197123
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010984
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010984
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04752
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: UNRESTRICTED CASH GRANT Date: 12/07/22 Amount: 1203100. Description: UNRESTRICTED CASH GRANT Date: 04/28/23 Amount: 24564.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Ivy & Sage Company was formed on January 22, 2022. Therefore the 2022 column contains information for a short year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART III, 2022 COLUMN
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt030633
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0American General 3 year market linked CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1American General 5 year market linked CD
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees with the authority to act on behalf of the governing body, therefore there is no documentation of any such meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is prepared by a public accounting firm. The form is then reviewed in detail by Ivy & Sage's President and Treasurer. Once they are satisfied with the form, it is distributed to the rest of the board. Finally, the form is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization requires each board member to annually sign a statement which affirms such person: has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization has no compensated employees therefore there is no process for determining compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes its governing documents, conflict of interest policy, and internal financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt041714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01202249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01197123
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014819
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030306
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031836
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01202249
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01197123
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01420 LEE CIRCLE
IRS990/USAddress/CityNm0YARDLEY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019067
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0IVYANDSAGECOMPANY.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MERYL SPIEWAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06095771413
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVY & SAGE COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0IVY&
ReturnHeader/Filer/EIN0874574251
ReturnHeader/Filer/PhoneNum06095771413
ReturnHeader/Filer/USAddress/AddressLine1Txt01420 LEE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0YARDLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210650289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLATZKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 AAA Drive Bldg 1A Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008691
ReturnHeader/PreparerPersonGrp/PhoneNum06098909189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle Martin CPA
ReturnHeader/ReturnTs02025-09-24T14:30:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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