Ivy Foundation Inc
Ivy Foundation Inc maintains stable assets and volunteer leadership, but experienced a deficit in its latest fiscal year.
EIN: 201685408 · Baton Rouge, LA · NTEE: P20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $109K |
| Total Expenses | $89K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $109,022 |
| Net Assets | $354K |
| Transparency Score | 85/100 |
Is Ivy Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ivy Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ivy Foundation Inc
Ivy Foundation Inc (EIN: 201685408) is a nonprofit organization based in Baton Rouge, LA, classified under NTEE code P20. The organization reported total revenue of $109K and total assets of $392K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ivy Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ivy Foundation Inc is a small nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $72K |
| Total Expenses | $89K |
| Surplus / Deficit | $-17,473 |
| Total Assets | $354K |
| Net Assets | $354K |
| Operating Margin | -24.4% |
| Months of Reserves | 47.7 months |
Financial Health Grade: B
In 2023, Ivy Foundation Inc reported a deficit of $17K with expenses exceeding revenue, holds 47.7 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Ivy Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 11.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -14.6% | +34.8% | -4.7% |
| 2022 | -26.2% | +278.3% | +5.0% |
| 2021 | +83.1% | -70.3% | +37.3% |
| 2020 | -0.8% | +66.2% | -0.7% |
| 2019 | +6.5% | -19.8% | +6.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
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 Ivy Foundation Inc with a Mission Score of 85 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: 85%
- fundraising: 5%
According to IRS 990 filings, Ivy Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $17K, with expenses exceeding revenue.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is entirely volunteer-based, which is highly commendable for an organization of its size (latest revenue $109,022).
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 Ivy Foundation Inc's IRS 990 filings:
- Expenses exceeded revenue in the latest fiscal period (202312), leading to a deficit.
Strengths
The following positive indicators were identified for Ivy Foundation Inc:
- Consistent growth in assets, from $188,843 in 2014 to $391,549 currently.
- Zero reported officer compensation across all filings, indicating volunteer leadership.
- Minimal to no liabilities reported in recent years, demonstrating strong financial stability.
- Consistent filing of IRS 990s over 13 periods, showing commitment to transparency.
Frequently Asked Questions about Ivy Foundation Inc
Is Ivy Foundation Inc a legitimate charity?
Ivy Foundation Inc (EIN: 201685408) is a registered tax-exempt nonprofit based in Louisiana. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $109K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does Ivy Foundation Inc spend its money?
Ivy Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Ivy Foundation Inc tax-deductible?
Ivy Foundation Inc is registered as a tax-exempt nonprofit (EIN: 201685408). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Ivy Foundation Inc CEO make?
Ivy Foundation Inc's highest-compensated officer earns $109,022 annually. The organization reported $109K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Ivy Foundation Inc's spending goes to programs?
Ivy Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Ivy Foundation Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Ivy Foundation Inc is above average for NTEE category P20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ivy Foundation Inc located?
Ivy Foundation Inc is headquartered in Baton Rouge, Louisiana and files with the IRS under EIN 201685408. It is classified under NTEE code P20.
How many years of IRS 990 filings does Ivy Foundation Inc have?
Ivy Foundation Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $109K in total revenue.
Is Ivy Foundation Inc a good charity?
Based on the available data, Ivy Foundation Inc exhibits several positive attributes, including a growing asset base, minimal liabilities, and a volunteer-led executive team with no reported compensation. These factors suggest strong financial stewardship and a commitment to directing resources towards its mission. However, the recent deficit in 202312 where expenses ($89,022) exceeded revenue ($71,549) is a point to monitor for long-term sustainability.
How has Ivy Foundation Inc's financial health changed over time?
Ivy Foundation Inc has shown consistent growth in its asset base, from $188,843 in 2014 to $391,549 currently. Liabilities have generally decreased, often reported as $0 in recent years. Revenue and expenses have fluctuated, with some years showing significant surpluses (e.g., 202112: Revenue $113,564, Expenses $17,452) and others showing deficits (e.g., 202312: Revenue $71,549, Expenses $89,022).
What is the organization's approach to executive compensation?
The organization consistently reports 0% for officer compensation across all 13 filings, indicating a volunteer-driven leadership structure. This suggests a strong commitment to minimizing administrative overhead related to executive salaries.
Filing History
IRS 990 filing history for Ivy Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Ivy Foundation Inc's revenue has grown by 263.3%, moving from $20K to $72K. Total assets increased by 128.9% over the same period, from $155K to $354K. Total functional expenses rose by 321.9%, from $21K to $89K. In its most recent filing year (2023), Ivy Foundation Inc reported a deficit of $17K, with expenses exceeding revenue.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $72K | $89K | $354K | $0 | — | — |
| 2022 | $84K | $66K | $371K | $0 | — | View 990 |
| 2021 | $114K | $17K | $354K | $0 | — | View 990 |
| 2020 | $62K | $59K | $258K | $0 | — | — |
| 2019 | $63K | $35K | $259K | $5K | — | View 990 |
| 2018 | $59K | $44K | $243K | $16K | — | View 990 |
| 2017 | $64K | $58K | $238K | $25K | — | View 990 |
| 2016 | $49K | $41K | $226K | $20K | — | View 990 |
| 2015 | $55K | $26K | $200K | $1K | — | View 990 |
| 2014 | $40K | $38K | $189K | $20K | — | View 990 |
| 2013 | $45K | $35K | $192K | $25K | — | View 990 |
| 2012 | $33K | $32K | $181K | $25K | — | View 990 |
| 2011 | $20K | $21K | $155K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $72K, expenses of $89K, and assets of $354K (revenue -14.6% year-over-year).
- 2022: Revenue of $84K, expenses of $66K, and assets of $371K (revenue -26.2% year-over-year).
- 2021: Revenue of $114K, expenses of $17K, and assets of $354K (revenue +83.1% year-over-year).
- 2020: Revenue of $62K, expenses of $59K, and assets of $258K (revenue -0.8% year-over-year).
- 2019: Revenue of $63K, expenses of $35K, and assets of $259K (revenue +6.5% year-over-year).
- 2018: Revenue of $59K, expenses of $44K, and assets of $243K (revenue -8.6% year-over-year).
- 2017: Revenue of $64K, expenses of $58K, and assets of $238K (revenue +32.5% year-over-year).
- 2016: Revenue of $49K, expenses of $41K, and assets of $226K (revenue -12.2% year-over-year).
- 2015: Revenue of $55K, expenses of $26K, and assets of $200K (revenue +38.5% year-over-year).
- 2014: Revenue of $40K, expenses of $38K, and assets of $189K (revenue -12.3% year-over-year).
- 2013: Revenue of $45K, expenses of $35K, and assets of $192K (revenue +36.4% year-over-year).
- 2012: Revenue of $33K, expenses of $32K, and assets of $181K (revenue +69.3% year-over-year).
- 2011: Revenue of $20K, expenses of $21K, and assets of $155K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ivy Foundation Inc:
Data Sources and Methodology
This transparency report for Ivy Foundation Inc 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.