JOYCE IVY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOYCE IVY FOUNDATION (EIN 20-4008024)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349307450
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:23:28-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382971941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGOW & LONEY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3135 S STATE ST SUITE 208 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 481081653 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204008024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE IVY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOYC | BusinessNameControlTxt |
| Phone | 7346610229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2396 | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48106 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY LEWIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7346610229 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL J LONEY | PreparerPersonNm |
| PTIN | P00448751 | PTIN |
| Phone | 7347410400 | PhoneNum |
| Preparation | 2014-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $302,402 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOYCEIVYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $214,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $302,395 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23 | PYInvestmentIncomeAmt |
| CY Investment Income | $7 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $214,183 | PYTotalRevenueAmt |
| CY Total Revenue | $302,402 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $156,143 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $194,502 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $87,980 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,253 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,610 | PYOtherExpensesAmt |
| CY Other Expenses | $52,308 | CYOtherExpensesAmt |
| PY Total Expenses | $214,747 | PYTotalExpensesAmt |
| CY Total Expenses | $334,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,366 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $38,926 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,801 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $53,440 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $253,226 | ExpenseAmt |
| Grant | $194,502 | GrantAmt |
| Desc | SCHOLARSHIPS WERE AWARDED TO 67 HIGH-SCHOOL AGED WOMEN TO ATTEND SUMMER PROGRAMS AT LEADING INSTITUTIONS OF HIGHER EDUCATION (BARNARD, BROWN UNIVERSITY, CORNELL UNIVERSITY, EMORY UNIVERSITY, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, SMITH AND STANFORD UNIVERSITY). GRANTS INCLUDED FUNDS FOR TUITION, ROOM, BOARD, TRAVEL AND SUNDRY EXPENSES. THE FOUNDATION ALSO HELPED ARRANGE ADDITIONAL FINANCIAL AID OF APPROXIMATELY 119,000 FOR ITS SCHOLARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,871 | ExpenseAmt |
| Desc | JIF COLLEGE ADMISSION SYMPOSIUM: FOR OVER 3 DAYS IN MAY, JIF HELD A SYMPOSIUM INVOLVING HIGH SCHOOL GUIDANCE COUNSELORS, FEMALE HIGH SCHOOL STUDENTS AND THEIR PARENTS. JIF FACILITATED SESSIONS ON THE ADMISSIONS PROCESS, FINANCING, CAMPUS VISITS AND COACHING YOUR CHILD. APPROXIMATELY 250 PEOPLE ATTENDED. THE EVENT CONCLUDED WITH THE HONORING OF A JIF WOMAN OF THE YEAR AND A SEND-OFF DINNER FOR THE 79 SCHOLARS AND THEIR PARENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL AND ADMINISTRATIVE EXPENSES RELATED TO OPERATING THE FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $277,097 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY C LEWIS | PersonNm |
| Phone | 3134109598 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2023 DAY ST | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ERICH BAGEN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CARRIE HADLER | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG LEWIS | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN MILLER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PRITULA | ||||||
| CHAIRMAN OF | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CLINT WALLACE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY ZIEGLER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| S CAROLINE KERR | ||||||
| PRESIDENT | 40.00 | $77,083 | $0 | $5,000 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $77,083 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $5,000 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $302,395 | AllOtherContributionsAmt |
| Noncash Contributions | $200,000 | NoncashContributionsAmt |
| Total Contributions | $302,395 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,000 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $302,402 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,502 | TotalAmt |
| Program Services | $194,502 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,083 | TotalAmt |
| Program Services | $38,542 | ProgramServicesAmt |
| Management And General | $7,708 | ManagementAndGeneralAmt |
| Fundraising | $30,833 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,897 | TotalAmt |
| Program Services | $2,948 | ProgramServicesAmt |
| Management And General | $590 | ManagementAndGeneralAmt |
| Fundraising | $2,359 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,418 | TotalAmt |
| Program Services | $7,560 | ProgramServicesAmt |
| Management And General | $2,642 | ManagementAndGeneralAmt |
| Fundraising | $9,216 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,389 | TotalAmt |
| Program Services | $20,389 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,536 | TotalAmt |
| Program Services | $3,691 | ProgramServicesAmt |
| Fundraising | $1,845 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COLLEGE BOARD & ACT FEES | $6,040 | $6,040 |
| COLLEGE BRD & NACAC DUES | $925 | $925 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,790 | TotalAmt |
| Program Services | $277,097 | ProgramServicesAmt |
| Management And General | $11,440 | ManagementAndGeneralAmt |
| Fundraising | $46,253 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,801 | BOYAmt |
| EOY | $92,366 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,801 | BOYAmt |
| EOY | $92,366 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,926 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $38,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,801 | BOYAmt |
| EOY | $53,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,801 | BOYAmt |
| EOY | $53,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,801 | BOYAmt |
| EOY | $92,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$32,388 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $5,027 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,395 | CurrentTaxYearAmt |
| Total | $894,810 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,395 | CurrentTaxYearAmt |
| Total | $894,810 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $676,038 | SubstantialContributorsTotAmt |
| Public Support Total170 | $218,772 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $2,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $896,900 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.24390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.21570 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO ASSIST YOUNG WOMEN IN THEIR PURSUIT OF HIGHER EDUCATION OPPORTUNITIES. AS A NON-PROFIT ORGANIZATION, JIF IS DEDICATED TO THE ACADEMIC ADVANCEMENT OF YOUNG WOMEN IN THE MIDWEST. WE MAINTAIN A BONA FIDE PROGRAM OF SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, PUBLIC CHARITIES, AND EDUCATIONAL INSTITUTIONS - SOME OF WHICH IS NOT ADEQUATELY REPRESENTED IN OUR NUMBERS - AS EVIDENCED BY: A) WE CONTINUALLY SOLICIT DONATIONS ON OUR WEBSITE WWW.JOYCEIVYFOUNDATION.ORG B) WE HAVE AN ACTIVE AND GROWING ALUMNI COMMUNITY WHO ARE INCREASING IN THEIR IMPORTANCE AS DONORS C) WE HOLD AN ANNUAL GALA EVENT TO HONOR OUR JIF SCHOLARS FOR WHICH WE SOLICIT INDIVIDUAL AND CORPORATE SPONSORSHIPS. WE HAVE RAISED SUPPORT FROM BOTH INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, INCLUDING THE MOORE FOUNDATION, THE MINOLI FOUNDATION, GUARDIAN LIFE INS CO. AND JACKSON NATIONAL. D) MOST IMPORTANTLY, WE HAVE A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO OUR JIF SCHOLARS. THESE AWARDS FLOW DIRECTLY TO OUR GRANT RECIPIENTS AND THEREFORE ARE NOT INCLUDED IN OUR INCOME. WE CURRENTLY HAVE RELATIONSHIPS WITH BROWN UNIVERSITY, HARVARD UNIVERSITY, STANFORD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, EMORY, AND THE UNIVERSITY OF PENNSYLVANIA, AMONG OTHERS. OVER THE PAST 5 YEARS, THESE ADDITIONAL PARTNERS' SCHOLARSHIPS HAVE TOTALED APPROXIMATELY 400,000 - APPROXIMATELY 39% OF THE COMBINED FUNDS RECEIVED BY OUR SCHOLARS. THIS AMOUNT HAS BEEN GROWING AND IS EXPECTED TO REMAIN IN THE 40-50% RANGE FOR THE FORESEEABLE FUTURE. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO ASSIST YOUNG WOMEN IN THEIR PURSUIT OF HIGHER EDUCATION OPPORTUNITIES. AS A NON-PROFIT ORGANIZATION, JIF IS DEDICATED TO THE ACADEMIC ADVANCEMENT OF YOUNG WOMEN IN THE MIDWEST. WE MAINTAIN A BONA FIDE PROGRAM OF SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY, PUBLIC CHARITIES, AND EDUCATIONAL INSTITUTIONS - SOME OF WHICH IS NOT ADEQUATELY REPRESENTED IN OUR NUMBERS - AS EVIDENCED BY: A) WE CONTINUALLY SOLICIT DONATIONS ON OUR WEBSITE WWW.JOYCEIVYFOUNDATION.ORG B) WE HAVE AN ACTIVE AND GROWING ALUMNI COMMUNITY WHO ARE INCREASING IN THEIR IMPORTANCE AS DONORS C) WE HOLD AN ANNUAL GALA EVENT TO HONOR OUR JIF SCHOLARS FOR WHICH WE SOLICIT INDIVIDUAL AND CORPORATE SPONSORSHIPS. WE HAVE RAISED SUPPORT FROM BOTH INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, INCLUDING THE MOORE FOUNDATION, THE MINOLI FOUNDATION, GUARDIAN LIFE INS CO. AND JACKSON NATIONAL. D) MOST IMPORTANTLY, WE HAVE A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO OUR JIF SCHOLARS. THESE AWARDS FLOW DIRECTLY TO OUR GRANT RECIPIENTS AND THEREFORE ARE NOT INCLUDED IN OUR INCOME. WE CURRENTLY HAVE RELATIONSHIPS WITH BROWN UNIVERSITY, HARVARD UNIVERSITY, STANFORD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, EMORY, AND THE UNIVERSITY OF PENNSYLVANIA, AMONG OTHERS. OVER THE PAST 5 YEARS, THESE ADDITIONAL PARTNERS' SCHOLARSHIPS HAVE TOTALED APPROXIMATELY 400,000 - APPROXIMATELY 39% OF THE COMBINED FUNDS RECEIVED BY OUR SCHOLARS. THIS AMOUNT HAS BEEN GROWING AND IS EXPECTED TO REMAIN IN THE 40-50% RANGE FOR THE FORESEEABLE FUTURE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION, ROOM & BOARD | GrantTypeTxt |
| Recipient | 67 | RecipientCnt |
| Cash Grant | $194,502 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 IN GENERAL, OUR SCHOLARSHIPS ARE PAID DIRECLTY TO SUMMER SCHOOL PROGRAMS AT OUR SPONSOR UNIVERSITIES. WE COORDINATE WITH THOSE INSTITUTIONS TO ENSURE ENROLLMENT AND ATTENDANCE BY OUR SCHOLARS. PART III, LINE 1 IN 2013, SCHOLARSHIPS WERE PAID TO BARNARD, BROWN UNIVERSITY, CORNELL UNIVERSITY, EMORY UNIVERSITY, HARVARD UNIVERSITY, JOHNS HOPKINS UNIVERSITY, SMITH, AND STANFORD UNIVERSITY. IN ADDITION TO TUITION, THE SCHOLARSHIPS PROVIDE EXTRA FUNDS TO THE SCHOLARS TO COVER BOOKS, TRAVEL, ROOM AND BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF SECURITIES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE JOYCE IVY FOUNDATION (JIF) WAS ESTABLISHED TO PROVIDE EXPOSURE, ENCOURAGEMENT, COUNSEL, FINANCIAL ASSISTANCE AND EMPLOYMENT SUPPORT TO YOUNG WOMEN WHO HAVE THE ACADEMIC, INTELLECTUAL, AND LEADERSHIP POTENTIAL TO ATTEND THE NATION'S MOST SELECTIVE INSTITUTIONS OF HIGHER EDUCATION. JIF HAS A PROGRAM OF PARTNERING WITH LEADING PRESTIGIOUS UNIVERSITIES TO PROVIDE MATCHING GRANTS AND OTHER SCHOLARSHIPS TO THE SCHOLARS. |
| FORM 990, PAGE 2, PART III, LINE 4D | GENERAL AND ADMINISTRATIVE EXPENSES RELATED TO OPERATING THE FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A PRELIMINARY DRAFT OF FORM 990 AND RELATED SCHEDULES IS CIRCULATED TO THE BOARD OF DIRECTORS FOR REVIEW. INPUT IS GATHERED AND ANY EMENDATIONS ARE MADE PRIOR TO SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION COMPARABILITY DATA FOR THE CEO WERE GATHERED FROM PUBLICLY FILED FORMS 990 FOR NON-PROFIT ORGANIZATIONS OF A SIMILAR SIZE. THESE DATA WERE REVIEWED BY THE BOARD BEFORE MAKING A SALARY DETERMINATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | PRIOR PERIOD ADJUSTMENT 5,027 |