Civic Intelligence

Ivy School a Montessori Charter

990 • Fiscal year 2016 • EIN 20-4681686

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

Organization ProfileTHEIVYSCHOOL.ORG
4212 NE Prescott StreetPortland, OR 97218

(503) 335-3321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.84x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.90x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

25th percentile

-7.6%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$81,811

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

3.3%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$2,047,624

Up $55,085 (+2.8%) from 2015

Net Assets

Down

$318,323

Down $146,642 (-32%) from 2015

Liabilities

Up

$1,729,301

Up $201,727 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin25th percentile

Revenue

Up

$1,931,593

Up $61,684 (+3.3%) from 2015

Expenses

Up

$2,078,235

Up $543,024 (+35%) from 2015

Net Income

Down

-$146,642

Down $481,340 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$2,047,624
Liabilities$1,729,301
Net Assets$318,323
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,931,593
Expenses$2,078,235
Net Income-$146,642
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$1,953,966
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 with spanish-language study. The organization's mission is 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$1,446,459$1,479,433▲ $32,974
Cash and Non-Interest-Bearing Accounts$299,991$277,901▼ $22,090
Savings and Temporary Cash Investments$49,183$65,327▲ $16,144
Accounts Receivable$73,748$12,140▼ $61,608
Prepaid Expenses and Deferred Charges-$11,405-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,992,539$2,047,624▲ $55,085
Other Assets Total$123,158$201,418▲ $78,260
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,178,982$1,095,977▼ $83,005
Other Liabilities$346,283$610,589▲ $264,306
Accounts Payable and Accrued Expenses$2,309$22,735▲ $20,426
Total Liabilities$1,527,574$1,729,301▲ $201,727
Net Assets / Fund Balance
Unrestricted Net Assets$464,965$318,323▼ $146,642
Total Net Assets Fund Balance$464,965$318,323▼ $146,642
Total Liabilities and Net Assets / Fund Balance$1,992,539$2,047,624▲ $55,085

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,248,750$101,250$1,350,000
Leasehold Improvements$155,123$50,150$205,273
Equipment$75,560$56,284$131,844
Other Assets Org$201,418--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karie BreyneAdminFT$58,916$22,895$81,811
Liz CaravacaExecutive DirectorFT$29,167$3,446$32,613
Karilyn WaxBoard ChairPT$700-$700

Board Members and Trustees

NameTitle
Colleen RobertsPresident
Rob ColemanMember
Lisa LarpenteurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,759,149
Program Service Revenue
$155,977
Investment Income
$0
Other Revenue
$16,467
All Other Contributions
$37,394
Change in Net Assets
$-146,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,931,593
Revenue Not Reported on Form 990
$22,373
Total Revenue per Audited Statements
$1,953,966
Total Revenue per Form 990
$1,931,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,579,105
Other Expenses$499,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$683,468$204,465-$887,933
Pension Plan Contributions$202,912$86,477-$289,389
Current Officers, Directors, Trustees, and Key Employees-$159,362-$159,362
Other Employee Benefits$145,037--$145,037
Occupancy-$119,547-$119,547
Payroll Taxes$65,632$31,752-$97,384
All Other Expenses$34,264$26,504-$60,768
Depreciation Depletion$37,911$22,852-$60,763
Interest-$59,986-$59,986
Office Expenses$29,214$14,134-$43,348
Other Expenses$13,977$6,762-$20,739
Fees for Services Accounting-$13,642-$13,642
Insurance-$8,820-$8,820
Fees for Services Other-$8,514-$8,514
Conferences and Meetings-$4,931-$4,931
Fees for Services Legal-$3,017-$3,017
Advertising-$910-$910
Travel-$830-$830
Fees for Services Management-$733-$733
Total Functional Expenses$1,281,945$796,290$0$2,078,235

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,100,608
Expenses per Audited Statements$2,078,235
Total Expenses per Form 990$2,078,235
Expenses Not Reported on Form 990$22,373
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,288
Fundraising Direct Expenses$22,373
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Misc Fundraising$19,243$19,243$998$18,245
Scrip$19,045$19,045$21,375$-2,330
Total Events$38,288$38,288$22,373$15,915
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Liability$328,959
Payroll Liabilities$190,769
Pension Related Deferrals$90,861
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“During 2015-16, no committee had authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the draft of the 990 is available for all voting members of the board to review between three to five business days before it is signed and submitted to the internal revenue service. Each board member is notified and an electronic copy is available upon request.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The salary schedule is approved by the board annually.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The salary schedule is approved by the board annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organziation's governing documents, conflict of interest policy, and finanical statements are generally not available to the public.”

Filing and Contact Details

Filer

Filer Name
The Ivy School - a Montessori Charter
EIN
20-4681686
Phone
5033353321
Address
4212 NE PRESCOTT STREET, PORTLAND, OR 97218

Signing Officer

Name
Colleen Roberts
Title
President
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liz Caravaca
Formed
2009
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
61
Volunteers
50

Preparer

Firm
Ras Groupllc
Address
7148 SW Gonzaga St, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“FUNDRAISING $22373”

Part XII, Line 2D: Other expenses and losses per audited F/S

“FUNDRAISING $22373”

Raw XML AppendixShowing 400 of 464 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.

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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01178982
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01095977
IRS990/NetAssetsOrFundBalancesBOYAmt0464965
IRS990/NetAssetsOrFundBalancesEOYAmt0318323
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt015915
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0119547
IRS990/OccupancyGrp/TotalAmt0119547
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014134
IRS990/OfficeExpensesGrp/ProgramServicesAmt029214
IRS990/OfficeExpensesGrp/TotalAmt043348
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0123158
IRS990/OtherAssetsTotalGrp/EOYAmt0201418
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0145037
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0145037
IRS990/OtherExpensesGrp/Desc0FIELD TRIPS AND EVENTS
IRS990/OtherExpensesGrp/Desc1ENRICHMENT
IRS990/OtherExpensesGrp/Desc2SCHOOL LUNCH PROGRAM
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16762
IRS990/OtherExpensesGrp/ProgramServicesAmt043220
IRS990/OtherExpensesGrp/ProgramServicesAmt126310
IRS990/OtherExpensesGrp/ProgramServicesAmt213977
IRS990/OtherExpensesGrp/TotalAmt043220
IRS990/OtherExpensesGrp/TotalAmt126310
IRS990/OtherExpensesGrp/TotalAmt223052
IRS990/OtherExpensesGrp/TotalAmt320739
IRS990/OtherLiabilitiesGrp/BOYAmt0346283
IRS990/OtherLiabilitiesGrp/EOYAmt0610589
IRS990/OtherRevenueMiscGrp/Desc0MISC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0552
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0552
IRS990/OtherRevenueTotalAmt0552
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0204465
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0683468
IRS990/OtherSalariesAndWagesGrp/TotalAmt0887933
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031752
IRS990/PayrollTaxesGrp/ProgramServicesAmt065632
IRS990/PayrollTaxesGrp/TotalAmt097384
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt086477
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0202912
IRS990/PensionPlanContributionsGrp/TotalAmt0289389
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011405
IRS990/PrincipalOfficerNm0LIZ CARAVACA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CHARGES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0155977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0155977
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01695128
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0362967
IRS990/PYOtherRevenueAmt02289
IRS990/PYProgramServiceRevenueAmt0172492
IRS990/PYRevenuesLessExpensesAmt0334698
IRS990/PYSalariesCompEmpBnftPaidAmt01172244
IRS990/PYTotalExpensesAmt01535211
IRS990/PYTotalRevenueAmt01869909
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-146642
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt049183
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065327
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01248750
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0101250
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01350000
IRS990ScheduleD/EquipmentGrp/BookValueAmt075560
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056284
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0131844
IRS990ScheduleD/ExpensesNotReportedAmt022373
IRS990ScheduleD/ExpensesSubtotalAmt02078235
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0155123
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt050150
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0205273
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0201418
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PENSION RELATED DEFERRALS
IRS990ScheduleD/OtherExpensesIncludedAmt022373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0190769
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1328959
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt290861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION RELATED DEFERRALS
IRS990ScheduleD/OtherRevenueAmt022373
IRS990ScheduleD/RevenueNotReportedAmt022373
IRS990ScheduleD/RevenueSubtotalAmt01931593
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING $22373
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING $22373
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01479433
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0201418
IRS990ScheduleD/TotalExpensesPerForm990Amt02078235
IRS990ScheduleD/TotalLiabilityAmt0610589
IRS990ScheduleD/TotalRevenuePerForm990Amt01931593
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01953966
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02100608
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL RECEIVED ASSISTANCE FROM THE STATE DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE 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/FormAndLineReferenceDesc0Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022373
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MISC FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCRIP
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt019045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038288
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019045
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038288
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015915
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0998
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021375
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2015-16, NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DRAFT OF THE 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE TO FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY SCHEDULE IS APPROVED BY THE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY SCHEDULE IS APPROVED BY THE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANZIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE GENERALLY NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01992539
IRS990/TotalAssetsEOYAmt02047624
IRS990/TotalAssetsGrp/BOYAmt01992539
IRS990/TotalAssetsGrp/EOYAmt02047624
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,047,624
Liabilities
$1,729,301
Net assets
$318,323
Revenue
$1,931,593
Expenses
$2,078,235
Net income
-$146,642
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
2016Detailed filing. Detailed filing data is available for this year.$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