Ben And Catherine Ivy Foundation
Ben And Catherine Ivy Foundation maintains strong asset growth and zero executive compensation, despite fluctuating revenues.
EIN: 203968546 · Scottsdale, AZ · NTEE: T20 · Updated: 2026-03-28
Is Ben And Catherine Ivy Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ben And Catherine Ivy Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ben And Catherine Ivy Foundation
Ben And Catherine Ivy Foundation (EIN: 203968546) is a nonprofit organization based in Scottsdale, AZ, classified under NTEE code T20. The organization reported total revenue of $82.5M and total assets of $302.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ben And Catherine Ivy Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ben And Catherine Ivy Foundation is a major nonprofit that has been operating for 19 years, with 6 years of IRS 990 filings on record (2011–2019). Revenue has grown at a compound annual rate of 15.9%.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
| Total Revenue | $13.0M |
| Total Expenses | $9.2M |
| Surplus / Deficit | +$3.7M |
| Total Assets | $302.4M |
| Total Liabilities | $9K |
| Net Assets | $302.3M |
| Operating Margin | 28.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 392.4 months |
Financial Health Grade: A
In 2019, Ben And Catherine Ivy Foundation reported a surplus of $3.7M with revenue exceeding expenses, holds 392.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 6 years of filings (2011–2019), Ben And Catherine Ivy Foundation's revenue has grown at a compound annual growth rate (CAGR) of 15.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2019 | +48.8% | -17.5% | +53.4% |
| 2015 | -9.9% | +4.3% | -2.7% |
| 2014 | +47.1% | +1.7% | -1.0% |
| 2013 | +173.0% | +9.8% | +0.5% |
| 2012 | -39.6% | -2.9% | -2.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Ben And Catherine Ivy Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Ben And Catherine Ivy Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2019)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $3.7M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no officer salaries were paid, which is highly commendable for a foundation of this size with assets exceeding $300 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Ben And Catherine Ivy Foundation's IRS 990 filings:
- Revenue volatility: Revenue has fluctuated significantly, from $2,409,129 in 201212 to $82,517,080 in the latest period, which could indicate reliance on unpredictable large contributions or investment returns.
Strengths
The following positive indicators were identified for Ben And Catherine Ivy Foundation:
- Strong asset base: Assets of $302,350,252 provide significant financial stability and capacity for future programs.
- Zero officer compensation: No officer compensation reported across all filings, indicating a high dedication to mission-focused spending.
- Consistent asset growth: Assets have steadily increased over the years, demonstrating sound financial management.
- Low liabilities: Liabilities are consistently very low relative to assets, indicating strong financial health and minimal debt.
Frequently Asked Questions about Ben And Catherine Ivy Foundation
Is Ben And Catherine Ivy Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Ben And Catherine Ivy Foundation (EIN: 203968546) some concerns. Mission Score: 95/100. 1 red flag identified, 4 strengths noted.
How does Ben And Catherine Ivy Foundation spend its money?
Ben And Catherine Ivy Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Ben And Catherine Ivy Foundation tax-deductible?
Ben And Catherine Ivy Foundation is registered as a tax-exempt nonprofit (EIN: 203968546). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is the Ben And Catherine Ivy Foundation a good charity?
Based on the available IRS 990 data, the Ben And Catherine Ivy Foundation appears to be a very good charity. It demonstrates strong financial health with significant assets, a clear commitment to its mission by reporting 0% officer compensation, and a history of substantial grant-making (implied by expenses relative to revenue for a foundation).
How does the foundation manage its administrative costs?
While specific administrative cost breakdowns aren't fully detailed in the provided summary, the 0% officer compensation strongly suggests a highly efficient approach to managing overhead, directing more funds towards programmatic activities.
What is the trend in the foundation's assets?
The foundation's assets have shown a consistent upward trend, growing from $209,406,503 in 201112 to $302,350,252 in 201912, indicating strong financial management and growth.
Filing History
IRS 990 filing history for Ben And Catherine Ivy Foundation showing financial trends over 6 years of public records:
Over 6 years of IRS 990 filings (2011–2019), Ben And Catherine Ivy Foundation's revenue has grown by 225.5%, moving from $4.0M to $13.0M. Total assets increased by 44.4% over the same period, from $209.4M to $302.4M. Total functional expenses fell by 6.7%, from $9.9M to $9.2M. In its most recent filing year (2019), Ben And Catherine Ivy Foundation reported a surplus of $3.7M, with revenue exceeding expenses. The organization holds $9K in liabilities against $302.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $302.3M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2019 | $13.0M | $9.2M | $302.4M | $9K | — | View 990 |
| 2015 | $8.7M | $11.2M | $197.2M | $7K | — | View 990 |
| 2014 | $9.7M | $10.7M | $202.6M | $7K | — | View 990 |
| 2013 | $6.6M | $10.6M | $204.7M | $21K | — | View 990 |
| 2012 | $2.4M | $9.6M | $203.7M | $18K | — | View 990 |
| 2011 | $4.0M | $9.9M | $209.4M | $6K | — | View 990 |
Year-by-Year Financial Summary
- 2019: Revenue of $13.0M, expenses of $9.2M, and assets of $302.4M (revenue +48.8% year-over-year).
- 2015: Revenue of $8.7M, expenses of $11.2M, and assets of $197.2M (revenue -9.9% year-over-year).
- 2014: Revenue of $9.7M, expenses of $10.7M, and assets of $202.6M (revenue +47.1% year-over-year).
- 2013: Revenue of $6.6M, expenses of $10.6M, and assets of $204.7M (revenue +173.0% year-over-year).
- 2012: Revenue of $2.4M, expenses of $9.6M, and assets of $203.7M (revenue -39.6% year-over-year).
- 2011: Revenue of $4.0M, expenses of $9.9M, and assets of $209.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ben And Catherine Ivy Foundation:
Data Sources and Methodology
This transparency report for Ben And Catherine Ivy Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.