The Ivy Foundation

Tax-deductible

Washington, DC501(c)(3)Since 1987EIN 52-1542302

To promote education and cultural enrichment, support economic empowerment, and foster health and social well-being by providing financial assistance to individuals and community-based organizations.

501(c)(3) charity; gifts are tax-deductible.
54¢ of each $1 spent went to programs.
Run by 17 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $24K a year · 30% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
54%
of spending
Worth a look: 54% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
53 mo
of spending, in cash
Looks good: 52.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
1.0% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$90K
+65% vs prior year
Spent
$75K
To programs
54%
Net assets
$551K
By yearFY2020–FY2025
Revenue
$90K
FY2025▲ +65%
Revenue by fiscal year
FY2020$65K
FY2021$97K
FY2022$9K
FY2023$86K
FY2024$55K
FY2025$90K
Expenses
$75K
FY2025▲ +119%
Expenses by fiscal year
FY2020$42K
FY2021$72K
FY2022Not on file
FY2023$51K
FY2024$34K
FY2025$75K
Net assets
$551K
FY2025▲ +3%
Net assets by fiscal year
FY2020$302K
FY2021$503K
FY2022$476K
FY2023$515K
FY2024$536K
FY2025$551K

From the FY2025 Form 990 · see the original

Give Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CThe Ivy Foundation
EINHdr · item D52-1542302
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJun 1988
Year of formationHdr · item L1987
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CWashington, DC
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jwww.dcivyfoundation.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.54 Management & general $0.27 Fundraising $0.19
Program services54%$40K
Management & general27%$20K
Fundraising19%$14K
Total functional expensesLn 25$75K

Finances

Money in and out, what it owns and owes

Spent on programs
54%
of spending reaches programs▼ -33% vs prior filing year
Months of spending covered by cash
91.3mo
months of spending covered by cash and easy-to-sell investments▼ -53% vs prior filing year
Surplus or deficit
+17%
as % of revenue, this year▼ -55% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$556K
FY2025▲ +4%
Total assets by fiscal year
FY2020$317K
FY2021$503K
FY2022Not on file
FY2023$519K
FY2024$536K
FY2025$556K
Total liabilities
$5K
FY2025
Total liabilities by fiscal year
FY2020$16K
FY2021$0
FY2022Not on file
FY2023$4K
FY2024$0
FY2025$5K
Revenue less expensesPt I · Ln 19$15K
Total assetsPt X · Ln 16$556K
Spent on programsPt IX · col B54%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416

Balance Sheet

Part X · end of year
CashLn 1$330K
Total assetsLn 16$556K
Total liabilitiesLn 26$5K
Total net assetsLn 32$551K
Months of cash on handcomputed52.9

Statement of Revenue

Part VIII
Program service revenue$46K · 51%
Investment income$32K · 36%
Contributions & grants$12K · 14%
Program service revenue51%$46K
Investment income36%$32K
Contributions & grants14%$12K
Total revenueLn 12$90K

Money in detail

Form 990 · FY2025 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $570K · Operating expenses/yr $75K
91.3 months
Where the money goes
Program services
Program services $40K · Total expenses $75K
54%
Management & General
Management & general $20K · Total expenses $75K
27%
Fundraising
Fundraising $14K · Total expenses $75K
19%
Cost to raise $1
Fundraising expense (3-yr avg) $5K · Solicited contributions (3-yr avg) $13K
$0.39 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $12K · Total revenue $90K
14%
Government reliance
Government grants $0 · Total revenue $90K
0%
Earned-income share
Program service revenue $46K · Total revenue $90K
51%
Investment reliance
Investment income $32K · Total revenue $90K
+36%
Program self-sufficiency
Program service revenue $46K · Total expenses $75K
61%
Growth & trend
Revenue change from last year
This year $90K · Prior year $55K
+65%
Revenue, average yearly change over 5 years
FY2020 $65K · FY2025 $90K
+7%
Net assets change over the year
End of year $551K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $90K · Expenses $75K
+17%
Debts compared to what it owns
Total liabilities — · Total assets $556K
—
Net assets compared to what it owns
Net assets $551K · Total assets $556K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $29K · Other securities (Pt X, ln 12) $210K · Total assets (Pt X, ln 16) $556K
43%
People & payroll
Highest Reported Total Compensation
Individual Courtney a Coffey · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $75K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $75K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 54%——
Spent on management, % of spending 27%——
Fundraising cost, % of gifts 119%——
Revenue growth 65%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
Parliamentarian
$0Pt VII · Sec A
Attorney Advisor
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See The Ivy Foundation executive salaries →

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Governance & Policies

Part VI
  • 16Voting board membersPt VI · Ln 1a
  • 16Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Funds community groups and individuals to improve education, culture, economy, health, and social welfare.

Provided by the organization

This section is blank until The Ivy Foundation claims this page.

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Mission & Programs · Part III

Where the work happens

3 program services account for $40K of program spending, described in the organization's own filed words · FY2025.
01

Program 2

Community Events and Outreach: The organization hosted cultural events, community dialogues, and outreach initiatives to engage underserved populations, strengthen relationships, and promote inclusive civic participation. These programs foster a sense of belonging and raise awareness around issues impacting the community.

$28Kprogram expense
02

Program 3

Scholarships and Financial Aid: Scholarships and small grants were awarded to students and families in need to support access to higher education and vocational training. These funds help reduce financial barriers and align with our mission to advance equity and opportunity.

$12Kprogram expense
03

Program 1

The organization conducted a series of in-person and virtual workshops focused on personal and professional development, financial literacy, health education, and leadership. These programs were designed to empower individuals with knowledge and tools to improve their lives and communities.

Pt IX · col B

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $33K · 2021–2025
Unitemized GrantFY2025$2,500
Unitemized GrantFY2025$2,500
Unitemized GrantFY2025$2,500
Unitemized GrantFY2025$1,200
Unitemized GrantFY2023$12,250
Unitemized GrantFY2021$12,500

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest Viewing $90K$75K+65% 990 PDF
FY2024 $55K$34K-36% 990 PDF
FY2023 $86K$51K+843% 990 PDF
FY2022 $9K—-91% 990 PDF
FY2021 $97K$72K+51% 990 PDF
FY2020 $65K$42K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2025

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $89,977 across 12 lines filed
VIII-1a Federated campaigns$100
VIII-1b Membership dues$12,066
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$12,166
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $45,626 · Unrelated business $0 · Excluded from tax $0$45,626
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $32,185$32,185
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $45,626 · Unrelated business $0 · Excluded from tax $32,185$89,977
Part IX · Statement of functional expenses $74,896 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $3,383$3,383
IX-2 Grants to domestic individualsPrograms $8,700$8,700
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-11c Accounting feesManagement $7,575$7,575
IX-11f Investment management feesManagement $3,476$3,476
IX-11g Other fees for servicesPrograms $1,722$1,722
IX-13 Office expensesPrograms $316 · Management $316$632
IX-14 Information technologyPrograms $90 · Management $90$180
IX-16 OccupancyPrograms $7,564 · Management $7,563$15,127
IX-23 InsurancePrograms $253 · Management $253$506
IX-24 Other expenses (24a–d)Programs $17,539 · Management $0 · Fundraising $14,487$32,026
IX-24e All other expensesPrograms $785 · Management $784$1,569
IX-25 Total functional expensesPrograms $40,352 · Management $20,057 · Fundraising $14,487$74,896
Part X · Balance sheet $556,104 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $338,465$330,147
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $29,371$29,371
X-12 Other securitiesStart of year $181,302$210,011
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year −$13,425−$13,425
X-16 Total assetsStart of year $535,713$556,104
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$5,310
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $0$5,310
X-27 Net assets without donor restrictionsStart of year $535,713$550,794
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $535,713$550,794
X-33 Total liabilities and net assetsStart of year $535,713$556,104
Part XI · Reconciliation of net assets $550,794 net assets at year end
XI-1 Total revenue$89,977
XI-2 Total expenses$74,896
XI-3 Revenue less expenses$15,081
XI-4 Net assets at start of year$535,713
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$550,794

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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