Civic Intelligence

The Ivy School - a Montessori Charter

EIN 20-4681686 • 501(c)3 • Portland, OR

Profile

Tto inspire children of diverse backgrounds to be lifelong, independent learners who value responsibility and embody peace.

5420 N Interstate AvePortland, OR 97217

theivyschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.81x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

1.84x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

24th percentile

-6.2%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$143,201

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-5.5%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$7,251,715

Down $125,762 (-1.7%) from 2024

Liabilities

Up

$5,880,167

Up $73,026 (+1.3%) from 2024

Net Assets

Down

$1,371,548

Down $198,788 (-13%) from 2024

Operations
Liabilities / Revenue90th percentileNet Margin24th percentile

Revenue

Down

$3,190,968

Down $184,885 (-5.5%) from 2024

Expenses

Up

$3,389,871

Up $78,846 (+2.4%) from 2024

Net Income

Down

-$198,903

Down $263,731 (-407%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $309,891Liabilities 2011: $0Net Assets 2011: $309,8912011Assets 2012: $399,426Liabilities 2012: $45,819Net Assets 2012: $353,6072012Assets 2013: $1,702,895Liabilities 2013: $1,391,163Net Assets 2013: $311,7322013Assets 2014: $1,777,079Liabilities 2014: $1,384,936Net Assets 2014: $392,1432014Assets 2015: $1,992,539Liabilities 2015: $1,527,574Net Assets 2015: $464,9652015Assets 2016: $2,047,624Liabilities 2016: $1,729,301Net Assets 2016: $318,3232016Assets 2017: $2,623,746Liabilities 2017: $2,059,480Net Assets 2017: $564,2662017Assets 2018: $2,743,799Liabilities 2018: $1,830,488Net Assets 2018: $913,3112018Assets 2019: $4,121,577Liabilities 2019: $3,301,491Net Assets 2019: $820,0862019Assets 2020: $7,025,742Liabilities 2020: $6,048,617Net Assets 2020: $977,1252020Assets 2021: $7,416,739Liabilities 2021: $5,992,930Net Assets 2021: $1,423,8092021Assets 2022: $7,873,854Liabilities 2022: $6,408,512Net Assets 2022: $1,465,3422022Assets 2023: $7,353,800Liabilities 2023: $5,830,671Net Assets 2023: $1,523,1292023Assets 2024: $7,377,477Liabilities 2024: $5,807,141Net Assets 2024: $1,570,3362024Assets 2025: $7,251,715Liabilities 2025: $5,880,167Net Assets 2025: $1,371,5482025

Highlighted filing

2025

Assets$7,251,715
Liabilities$5,880,167
Net Assets$1,371,548
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $827,612Expenses 2011: $728,154Net Income 2011: $99,4582011Revenue 2012: $941,097Expenses 2012: $897,381Net Income 2012: $43,7162012Revenue 2013: $1,156,147Expenses 2013: $1,198,022Net Income 2013: -$41,8752013Revenue 2014: $1,615,150Expenses 2014: $1,534,739Net Income 2014: $80,4112014Revenue 2015: $1,869,909Expenses 2015: $1,535,211Net Income 2015: $334,6982015Revenue 2016: $1,931,593Expenses 2016: $2,078,235Net Income 2016: -$146,6422016Revenue 2017: $2,130,474Expenses 2017: $1,884,531Net Income 2017: $245,9432017Revenue 2018: $2,251,493Expenses 2018: $1,959,748Net Income 2018: $291,7452018Revenue 2019: $2,469,066Expenses 2019: $2,562,291Net Income 2019: -$93,2252019Revenue 2020: $3,179,612Expenses 2020: $3,022,573Net Income 2020: $157,0392020Revenue 2021: $3,214,125Expenses 2021: $2,767,441Net Income 2021: $446,6842021Revenue 2022: $3,171,449Expenses 2022: $3,129,916Net Income 2022: $41,5332022Revenue 2023: $3,292,069Expenses 2023: $3,234,282Net Income 2023: $57,7872023Revenue 2024: $3,375,853Expenses 2024: $3,311,025Net Income 2024: $64,8282024Revenue 2025: $3,190,968Expenses 2025: $3,389,871Net Income 2025: -$198,9032025

Highlighted filing

2025

Revenue$3,190,968
Expenses$3,389,871
Net Income-$198,903
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,251,715
Liabilities
$5,880,167
Net assets
$1,371,548
Revenue
$3,190,968
Expenses
$3,389,871
Net income
-$198,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.25$5.88$1.37$3.19$3.39$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$5.81$1.57$3.38$3.31$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.35$5.83$1.52$3.29$3.23$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$6.41$1.47$3.17$3.13$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$5.99$1.42$3.21$2.77$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$6.05$0.98$3.18$3.02$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$3.30$0.82$2.47$2.56$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$1.83$0.91$2.25$1.96$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$2.06$0.56$2.13$1.88$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$1.73$0.32$1.93$2.08$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.99$1.53$0.46$1.87$1.54$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.78$1.38$0.39$1.62$1.53$0.08
2013Summary only. Only limited summary data is available for this year.$1.70$1.39$0.31$1.16$1.20$0.04
2012Summary only. Only limited summary data is available for this year.$0.40$0.05$0.35$0.94$0.90$0.04
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$0.83$0.73$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 31, 2025
Return Version
2024v5.0
Gross Receipts
$3,190,968
Mission and Program Overview

Mission

To inspire children of diverse backgrounds to be lifelong, independent learners who value responsibility and embody peace.

The ivy school offers a montessori education to inspire children of diverse backgrounds to be lifelong, independent learners who value responsibility and embody peace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,964,897$4,805,597▼ $159,300
Savings and Temporary Cash Investments$951,282$922,536▼ $28,746
Cash and Non-Interest-Bearing Accounts$136,359$132,930▼ $3,429
Accounts Receivable$98,066$51,425▼ $46,641
Prepaid Expenses and Deferred Charges$14,634$7,133▼ $7,501
Total Assets$7,377,477$7,251,715▼ $125,762
Other Assets Total$1,212,239$1,332,094▲ $119,855
Liabilities
Unsecured Notes Loans Payable$3,181,746$3,086,180▼ $95,566
Other Liabilities$2,343,765$2,522,734▲ $178,969
Accounts Payable and Accrued Expenses$280,030$260,753▼ $19,277
Deferred Revenue$1,600$10,500▲ $8,900
Total Liabilities$5,807,141$5,880,167▲ $73,026
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,570,336$1,371,548▼ $198,788
Total Net Assets Fund Balance$1,570,336$1,371,548▼ $198,788
Total Liabilities and Net Assets / Fund Balance$7,377,477$7,251,715▼ $125,762

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,504,986-$2,504,986
Buildings$2,117,064$361,450$2,478,514
Leasehold Improvements$166,746$284,176$450,922
Equipment$16,801$124,034$140,835
Other Assets Org$35,607--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nikki JonesExecutive DiFT$117,859$25,342$143,201

Board Members and Trustees

NameTitle
Cat GalimidiChair
Jim LivermorePast Chair
Dawnnesha LasuncetBoard Member
Jessie FoxBoard Member
Tom BullSecretary
Jessica HuberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,574,034
Program Service Revenue
$573,687
Investment Income
$10,690
Other Revenue
$32,557
Change in Net Assets
$-198,903

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,190,968
Total Revenue per Audited Statements
$3,190,968
Total Revenue per Form 990
$3,190,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,506,580
Other Expenses$883,291
Total Fundraising Expense$36,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,418,327$75,442$15,089$1,508,858
Pension Plan Contributions$414,772$26,226$6,020$447,018
Other Employee Benefits$210,824$13,330$3,060$227,214
Payroll Taxes$167,284$10,577$2,428$180,289
Depreciation Depletion$159,300--$159,300
Current Officers, Directors, Trustees, and Key Employees$114,561$21,480$7,160$143,201
Interest$110,115$5,796-$115,911
Occupancy$63,236$3,328-$66,564
Fees for Services Accounting$37,155$13,269$2,654$53,078
Other Expenses$41,499$2,184-$43,683
Information Technology$32,804$1,726-$34,530
Office Expenses$17,492$921-$18,413
Conferences and Meetings$7,185--$7,185
Fees for Services Legal-$2,938-$2,938
All Other Expenses$1,613$85-$1,698
Total Functional Expenses$3,159,897$193,563$36,411$3,389,871

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,389,871
Total Expenses per Audited Statements$3,389,871
Total Expenses per Form 990$3,389,871
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$2,265,016
Deferred Inflows$247,946
Accrued Interest$9,772
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of the 990 is emailed to all members of the board for review before it is filed with the internal revenue service.”

Form 990, Page 6, Part VI, Line 15A

“The salary schedule is approved by the board annually as a part of the budget process. The executive director's salary is established by the board annually and is informed by a review of market salaries for similar positions.”

Form 990, Page 6, Part VI, Line 15B

“The salary schedule is approved by the board annually as a part of the budget process. The executive director's salary is established by the board annually and is informed by a review of market salaries for similar positions.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
The Ivy School
EIN
20-4681686
Phone
5032888553
Address
5420 N INTERSTATE AVE, PORTLAND, OR 97217

Signing Officer

Name
Nikki Jones
Title
Executive Director
Phone
5032888553
Signed
2025-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nikki Jones
Formed
2009
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
53
Volunteers
75

Preparer

Firm
Accuity LLC
Address
PO BOX 1072, ALBANY, OR 97321-0415
Preparer
Glen O Kearns CPA
Phone
5412235555
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code. This tax-exempt status can be revoked by the internal revenue service as a result of direct violations of laws and regulations governing 501(c)(3) organizations. The organization's operating policy requires strict adherance to these laws and regulations in order to maintain its tax-exempt status. Management's policy is to engage in activities related to their exempt purpose. Management evaluates tax positions annually based on the guidance in financial accounting standards board (fasb) accounting standards codification (asc) 740. Fasb asc 740 prescribes a comprehensive model for recognizing, measuring, presenting, and disclosing, in the financial statements, tax positions taken or expected to be taken on a tax return, including positions that the organization is exempt from income taxes or not subject to income taxes on unrelated business income. The organization presently discloses or recognizes income tax positions based on management's estimate of whether it is reasonably possible or probable, respectively, that a liability has been incurred for unrecognized income tax benefits. The organization is subject to examination by federal and state income tax authorities for three years from the filing of a tax return.”

Raw XML AppendixShowing 400 of 421 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THIS TAX-EXEMPT STATUS CAN BE REVOKED BY THE INTERNAL REVENUE SERVICE AS A RESULT OF DIRECT VIOLATIONS OF LAWS AND REGULATIONS GOVERNING 501(C)(3) ORGANIZATIONS. THE ORGANIZATION'S OPERATING POLICY REQUIRES STRICT ADHERANCE TO THESE LAWS AND REGULATIONS IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS. MANAGEMENT'S POLICY IS TO ENGAGE IN ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. MANAGEMENT EVALUATES TAX POSITIONS ANNUALLY BASED ON THE GUIDANCE IN FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740. FASB ASC 740 PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING, AND DISCLOSING, IN THE FINANCIAL STATEMENTS, TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING POSITIONS THAT THE ORGANIZATION IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS. THE ORGANIZATION IS SUBJECT TO EXAMINATION BY FEDERAL AND STATE INCOME TAX AUTHORITIES FOR THREE YEARS FROM THE FILING OF A TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE IVY SCHOOL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION. IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC LOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED ASSISTANCE FROM THE STATE DEPARTMENT OF EDUCATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SALARY SCHEDULE IS APPROVED BY THE BOARD ANNUALLY AS A PART OF THE BUDGET PROCESS. THE EXECUTIVE DIRECTOR'S SALARY IS ESTABLISHED BY THE BOARD ANNUALLY AND IS INFORMED BY A REVIEW OF MARKET SALARIES FOR SIMILAR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY SCHEDULE IS APPROVED BY THE BOARD ANNUALLY AS A PART OF THE BUDGET PROCESS. THE EXECUTIVE DIRECTOR'S SALARY IS ESTABLISHED BY THE BOARD ANNUALLY AND IS INFORMED BY A REVIEW OF MARKET SALARIES FOR SIMILAR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NIKKI JONES
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-31
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