Sisters of Ivy Educational Foundation Incorporated

Nonprofit profile at a glance

EIN
311780796
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025, Form 990-N 2010
Location
Fredericksburg, VA, USA
Phone
7045758735
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services N.E.C.

Reported finances

Revenue
$144,405
Expenses
$50,588
Assets
$306,646
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • Tracey D Watkins (President)
  • Shellece Hankerson (Vice President)
  • Chantel Thrower (Immediate Past President)

People named in this filing

  • Tracey D Watkins (President)
  • Shellece Hankerson (Vice President)
  • Charmelle Ackins (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Scholarships and community support

What it reported doing in 2025

To provide educational scholarships and opportunities for students

Operating model

Revenue model
Other-operating. 89% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 56% for direct work, and 44% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 82
  • Sustainability: 90
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 23.5%; rating input score 24
  • Program expense ratio: 67.1%; rating input score 67

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 65%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 6.06; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 1.6% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: 6.8% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 23.5% of revenue deployed · 67.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $34K in reported program spending
  • Leadership: top reported pay $0 · 19 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 24/100.