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Ivy Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$184k (2024)

Expenses
$242k (2024)

Total Assets
$1.37M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,953
Expenses
$242,370
Net Income
-$58,417
Net Assets
$1,370,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $32,449
17.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $151,504
82.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $111,004
45.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,370,976
Total Liabilities $0
Net Assets $1,370,976
Compensation
Key Employees and Officers Compensation Related Other
Kari Evans (Executive Director) $104,004 $0 $0
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Melina Kibbe Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0
John P Dimarcomd (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,330
Expenses
$148,336
Net Income
-$94,006
Net Assets
$1,381,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $26,615
49.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,715
51.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110,004
74.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,384,405
Total Liabilities $2,812
Net Assets $1,381,593
Compensation
Key Employees and Officers Compensation Related Other
Kari Evans (Executive Director) $104,004 $0 $0
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Melina Kibbe Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,900
Expenses
$478,253
Net Income
-$265,353
Net Assets
$1,292,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $31,919
15.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $180,981
85.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $109,004
22.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,295,363
Total Liabilities $2,850
Net Assets $1,292,513
Compensation
Key Employees and Officers Compensation Related Other
Kari Evans (Executive Director) $104,004 $0 $0
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Melina Kibbe Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$380,892
Expenses
$441,177
Net Income
-$60,285
Net Assets
$2,114,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $36,537
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $344,355
90.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110,004
24.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,118,242
Total Liabilities $3,817
Net Assets $2,114,425
Compensation
Key Employees and Officers Compensation Related Other
Kari Evans (Executive Director) $104,004 $0 $0
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Melina Kibbee Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,599
Expenses
$2,339,600
Net Income
-$2,030,001
Net Assets
$2,063,447
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $58,384
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $251,215
81.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $48,002
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,063,447
Total Liabilities $0
Net Assets $2,063,447
Compensation
Key Employees and Officers Compensation Related Other
Kari Evans (Executive Director) $42,002 $0 $0
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
David S Wilkes Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$230,991
Expenses
$302,570
Net Income
-$71,579
Net Assets
$4,691,864
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $95,963
41.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $135,028
58.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,000
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,694,864
Total Liabilities $3,000
Net Assets $4,691,864
Compensation
Key Employees and Officers Compensation Related Other
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Christopher Kramer Md (Director) $1,000 $0 $0
David S Wilkes Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$163,929
Expenses
$303,709
Net Income
-$139,780
Net Assets
$3,938,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $93,369
57.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,560
43.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,000
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,938,151
Total Liabilities $0
Net Assets $3,938,151
Compensation
Key Employees and Officers Compensation Related Other
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Christopher Kramer Md (Director) $1,000 $0 $0
David S Wilkes Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$203,151
Expenses
$302,318
Net Income
-$99,167
Net Assets
$4,480,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $76,891
37.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $126,260
62.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,000
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,480,229
Total Liabilities $0
Net Assets $4,480,229
Compensation
Key Employees and Officers Compensation Related Other
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Christopher Kramer Md (Director) $1,000 $0 $0
Marcus Lewis Martin Ii (Director) $1,000 $0 $0
David S Wilkes Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$232,533
Expenses
$300,985
Net Income
-$68,452
Net Assets
$4,250,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $84,142
36.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $148,391
63.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,000
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,250,535
Total Liabilities $0
Net Assets $4,250,535
Compensation
Key Employees and Officers Compensation Related Other
Robert Battle Md (Chairman & President) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Christopher Kramer Md (Director) $1,000 $0 $0
David Wilkes Md (Director) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$224,335
Expenses
$302,287
Net Income
-$77,952
Net Assets
$4,085,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $103,218
46.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $121,117
54.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,085,278
Total Liabilities $0
Net Assets $4,085,278
Compensation
Key Employees and Officers Compensation Related Other
Christopher Kramer Md (Director) $1,000 $0 $0
Robert Battle Md (Chairman) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Dean Gianakos Md (Director) $1,000 $0 $0
Alden English (Secretary) $1,000 $0 $0
Richard Shannon Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$326,275
Expenses
$301,881
Net Income
$24,394
Net Assets
$4,457,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $159,786
49.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $166,489
51.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,457,428
Total Liabilities $0
Net Assets $4,457,428
Compensation
Key Employees and Officers Compensation Related Other
Alden English (Secretary) $1,000 $0 $0
Christopher M Kramer Md (Director) $1,000 $0 $0
Robert Battle Md (Chairman) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Richard Kreitler (Director) $0 $0 $0
Robert Sofferman Md (Director) $0 $0 $0
Richard Shannon (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,491
Expenses
$304,241
Net Income
$32,250
Net Assets
$4,486,570
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $95,818
28.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $240,673
71.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,486,570
Total Liabilities $0
Net Assets $4,486,570
Compensation
Key Employees and Officers Compensation Related Other
Alden English (Secretary) $1,000 $0 $0
Christopher M Kramer Md (Director) $1,000 $0 $0
Robert Battle Md (Chairman) $1,000 $0 $0
Martha Battle Md (Vice President & Treasurer) $1,000 $0 $0
Richard Kreitler (Director) $0 $0 $0
Robert Sofferman Md (Director) $0 $0 $0
Nancy E Dunlap Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$274,719
Expenses
$250,592
Net Income
$24,127
Net Assets
$4,125,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $122,758
44.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $151,961
55.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,000
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,325,326
Total Liabilities $200,000
Net Assets $4,125,326

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$267,910
Expenses
$249,873
Net Income
$18,037
Net Assets
$4,038,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $100,541
37.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $167,369
62.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,044,196
Total Liabilities $5,483
Net Assets $4,038,713

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$200,151
Expenses
$60,488
Net Income
$139,663
Net Assets
$4,177,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,390
49.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101,761
50.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,177,819
Total Liabilities $0
Net Assets $4,177,819

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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