Nonprofit · EIN 43-1984418
IVY FOUNDATION OF MONTGOMERY ALABAMA INC
Tax-exempt · MONTGOMERY, AL 36103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $270,825 | $232,045 | $38,780 | $590,422 | $197,469 | $392,953 |
| December 31, 2024 | 990 | $206,691 | $121,269 | $85,422 | $570,150 | $223,144 | $347,006 |
| December 31, 2023 | 990 | $263,487 | $79,035 | $184,452 | $627,773 | $296,489 | $331,284 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $186,077
- of which government grants
- $12,900
- Program service revenue
- $0
- Investment income
- $5
- Net income from fundraising events
- $84,743
- Other revenue
- $84,743
Expenses
- Grants and similar amounts paid
- $5,706
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $85,155
- Depreciation
- $14,310
- Program services (functional)
- $232,045
Balance sheet and other
- Total assets, start of year
- $577,317
- Total assets, end of year
- $590,422
- Total liabilities, end of year
- $197,469
- Net assets, end of year
- $392,953
- Land, buildings and equipment
- $472,956
- Net assets without donor restrictions
- $392,953
- Gross receipts
- $337,943
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1989
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YVONNE SAXON | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| LECIA ROBINSON | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 |
| ANN KING | SECRETARY Trustee or director, Officer | 1 | $0 |
| CANDACE SAXON | TREASURER Trustee or director, Officer | 3 | $0 |
| JANEL BELL HAYES | FINANCIAL SECRETARY Trustee or director, Officer | 2 | $0 |
| VICKIE HOLLOWAY | DIRECTOR Trustee or director | – | $0 |
| SIBYL ST CLAIR | DIRECTOR Trustee or director | – | $0 |
| KATRINA BROWN | DIRECTOR Trustee or director | – | $0 |
| GRETA WEBB-WILLIAMS | DIRECTOR Trustee or director | – | $0 |
| DAVEDA J MASSEY | DIRECTOR Trustee or director | – | $0 |
| BRITTNEY JONES-DABNEY | DIRECTOR Trustee or director | – | $0 |
| BEATRICE FORNISS | DIRECTOR Trustee or director | – | $0 |
| ALONZETTA LANDRUM-SIMS | DIRECTOR Trustee or director | – | $0 |
| SHAUNDRA STEPHENS | DIRECTOR Trustee or director | – | $0 |
| ANGELA JENKINS | EX-OFFICIO Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAETITIA SIMS | EX-OFFICIO Trustee or director | 1 | $0 |
| YOLANDA CARD | DIRECTOR | – | $0 |
| CHOONA LANG | EX-OFFICIO | – | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALONZETTA LANDUM SIMS | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| LECIA ROBINSON | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 |
| ANN KING | SECRETARY Trustee or director, Officer | 1 | $0 |
| CANDACE SAXON | TREASURER Trustee or director, Officer | 3 | $0 |
| JANEL BELL HAYES | FINANCIAL SECRETARY Trustee or director, Officer | 1 | $0 |
| TONDALAIRE ASHFORD | DIRECTOR Trustee or director | 3 | $0 |
| VICKIE HOLLOWAY | DIRECTOR Trustee or director | 1 | $0 |
| SIBYL ST CLAIR | DIRECTOR Trustee or director | 1 | $0 |
| KATRINA BROWN | DIRECTOR Trustee or director | 1 | $0 |
| YOLONDA CARD | DIRECTOR Trustee or director | 1 | $0 |
| GRETA WEBB-WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DAVEDA J MASSEY | DIRECTOR Trustee or director | 1 | $0 |
| BRITTNEY JONES-DABNEY | DIRECTOR Trustee or director | 1 | $0 |
| BEATRICE FORNISS | DIRECTOR Trustee or director | 2 | $0 |
| SHAUNDRA STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| JANEEN BUSH | EX-OFFICIO Trustee or director | 1 | $0 |
| CHOONA LANG | EX-OFFICIO Trustee or director | 1 | $0 |
| LAETITIA SIMS | EX-OFFICIO Trustee or director | 1 | $0 |
| YVONNE SAXON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN ELLIS MURRAY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| YVONNE SAXON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ANN KING | SECRETARY Trustee or director, Officer | 1 | $0 |
| CANDACE SAXON | TREASURER Trustee or director, Officer | 1 | $0 |
| JANEL BELL HAYES | FINANCIAL SECRETARY Trustee or director, Officer | 1 | $0 |
| TONDALAIRE ASHFORD | DIRECTOR Trustee or director | 1 | $0 |
| VALERYE BOYD | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL BELL JARMAN | DIRECTOR Trustee or director | 1 | $0 |
| LECIA ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| BEATRICE FORNISS | DIRECTOR Trustee or director | 1 | $0 |
| CLAIRE PAYNE | DIRECTOR Trustee or director | 1 | $0 |
| GRETA WEBB-WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DAVEDA J MASSEY | DIRECTOR Trustee or director | 1 | $0 |
| SAMANTHA MCLEOD | DIRECTOR Trustee or director | 1 | $0 |
| BRITTNEY JONES-DABNEY | DIRECTOR Trustee or director | 1 | $0 |
| SHAUNDRA STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| JANEEN BUSH | EX-OFFICIO Trustee or director | 1 | $0 |
| CHOONA LANG | EX-OFFICIO Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4172, MONTGOMERY, AL 36103-4172
- In care of
- % MITZY COLE
- Principal officer (990 for 2025)
- ALONZETTA LANDUM SIMS, P O BOX 4172, Montgomery, AL 36103
- Signed the 990
- ALONZETTA LANDUM SIMS, CHAIRMAN
- Phone
- (334) 717-5058
- Website
- ivyfoundationmontgomery.org
- Return prepared by
- C & ASSOCIATES
Mission
The Ivy Foundation of Montgomery, Inc is a registered 501(c)3)organization in Alabama to support the overarching interest of our stakeholders of the Beta Nu Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated. We strive to improve communities and quality of life throughtout the river regions by commitment to sisterhood, scholarships, and social equity.
Program accomplishments
- The Ivy Foundation of Montgomery, Inc advances education through the support of public schools, tutoring, literacy campaigns and other programs.Expenses $232,045 · grants $12,900 · revenue $270,825
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1984418
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $590,422
- Income (IRS master file)
- $337,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $270,825 | $232,045 | $590,422 | XML |
| 990 | December 2024 | $206,691 | $121,269 | $570,150 | XML |
| 990 | December 2023 | $263,487 | $79,035 | $627,773 | XML |
| 990 | December 2022 | $98,040 | $165,545 | $644,991 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1984418).
Questions about IVY FOUNDATION OF MONTGOMERY ALABAMA INC
- What is the EIN of IVY FOUNDATION OF MONTGOMERY ALABAMA INC?
- The employer identification number (EIN) of IVY FOUNDATION OF MONTGOMERY ALABAMA INC is 43-1984418.
- Is IVY FOUNDATION OF MONTGOMERY ALABAMA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to IVY FOUNDATION OF MONTGOMERY ALABAMA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IVY FOUNDATION OF MONTGOMERY ALABAMA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IVY FOUNDATION OF MONTGOMERY ALABAMA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IVY FOUNDATION OF MONTGOMERY ALABAMA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of IVY FOUNDATION OF MONTGOMERY ALABAMA INC?
- The 990 for the year ended December 31, 2025 names ALONZETTA LANDUM SIMS.
- Who are the officers and directors of IVY FOUNDATION OF MONTGOMERY ALABAMA INC?
- The 990 for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does IVY FOUNDATION OF MONTGOMERY ALABAMA INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $270,825, expenses of $232,045 and total assets of $590,422 at year end.
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