Civic Intelligence

Ivy School a Montessori Charter

990 • Fiscal year 2020 • EIN 20-4681686

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 20, 2020

Organization ProfileTHEIVYSCHOOL.ORG
5420 N Interstate AvePortland, OR 97217

(503) 288-8553

Siviq Scores

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

Liabilities / Assets

89th percentile

0.86x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

1.90x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

51st percentile

4.9%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$100,306

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

92nd percentile

70%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$7,025,742

Up $2,904,165 (+70%) from 2019

Net Assets

Up

$977,125

Up $157,039 (+19%) from 2019

Liabilities

Up

$6,048,617

Up $2,747,126 (+83%) from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin51st percentile

Revenue

Up

$3,179,612

Up $710,546 (+29%) from 2019

Expenses

Up

$3,022,573

Up $460,282 (+18%) from 2019

Net Income

Up

$157,039

Up $250,264 (+268%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$7,025,742
Liabilities$6,048,617
Net Assets$977,125
Open 2020 Filing

Operations Trend

Revenue Growth82nd 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

2020

Revenue$3,179,612
Expenses$3,022,573
Net Income$157,039
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 20, 2020
Return Version
2019v5.1
Gross Receipts
$4,661,975
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$1,384,338$4,963,149▲ $3,578,811
Cash and Non-Interest-Bearing Accounts$694,759$583,668▼ $111,091
Savings and Temporary Cash Investments$207,955$180,107▼ $27,848
Prepaid Expenses and Deferred Charges$16,758$8,597▼ $8,161
Accounts Receivable$127,381$542▼ $126,839
Total Assets$4,121,577$7,025,742▲ $2,904,165
Other Assets Total$1,690,386$1,289,679▼ $400,707
Liabilities
Mortgage Notes Payable Secured by Investment Property$978,353$3,690,061▲ $2,711,708
Other Liabilities$2,195,339$2,192,861▼ $2,478
Accounts Payable and Accrued Expenses$125,699$165,695▲ $39,996
Deferred Revenue$2,100--
Total Liabilities$3,301,491$6,048,617▲ $2,747,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,893$977,125▲ $411,232
Net Assets With Donor Restrictions$254,193$0▼ $254,193
Total Net Assets Fund Balance$820,086$977,125▲ $157,039
Total Liabilities and Net Assets / Fund Balance$4,121,577$7,025,742▲ $2,904,165

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,504,986-$2,504,986
Buildings$2,433,065$52,454$2,485,519
Equipment$25,098$84,557$109,655
Other Assets Org$1,289,679--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nikki JonesExecutive DirectorFT$85,000$15,306$100,306

Board Members and Trustees

NameTitle
Colleen RobertsChair
Angela FoxVice Chair
Eric Mcnair ScottMember
Jim LivermoreMember
Spencer CrandallMember
Kim CarlsonSecretary
Lisa LarpenteurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,382,549
Program Service Revenue
$179,002
Investment Income
$618,061
Other Revenue
$0
All Other Contributions
$53,904
Change in Net Assets
$157,039

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,179,612
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,179,612
Total Revenue per Form 990
$3,179,612
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,699,744
Other Expenses$1,322,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$761,910$270,891-$1,032,801
Interest$250,324$93,986-$344,310
Pension Plan Contributions$195,545$91,689-$287,234
Occupancy$155,120$58,240-$213,360
Other Employee Benefits$121,153$44,162-$165,315
Current Officers, Directors, Trustees, and Key Employees$78,652$29,530-$108,182
Payroll Taxes$78,508$27,704-$106,212
Depreciation Depletion$50,487$18,955-$69,442
Fees for Services Accounting$32,719$12,284-$45,003
Office Expenses$28,304$10,627-$38,931
Other Expenses$22,166$8,322-$30,488
Fees for Services Other$19,905$7,473-$27,378
Fees for Services Legal$19,881$7,464-$27,345
Information Technology$19,305$7,248-$26,553
All Other Expenses$18,656$7,005-$25,661
Insurance$7,390$2,774-$10,164
Advertising$2,058$773-$2,831
Conferences and Meetings$971$364-$1,335
Travel$19$7-$26
Total Functional Expenses$2,197,509$825,064$0$3,022,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,022,573
Total Expenses per Audited Statements$3,022,573
Total Expenses per Form 990$3,022,573
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Pension Liability$1,797,320
Pension Related Deferrals$390,913
Interest Payable$4,628
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Part VI, Section A, Line 8B

“During 2019-20, no committee had authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 15

“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, Part VI, Section C, 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
2020-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nikki Jones
Formed
2009
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
52
Volunteers
75

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Karin S Wandtke
Phone
5032270581
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The school uses the modified cash method of accounting.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The school follows the provisions of fasb asc topic accounting for uncertainty in income taxes. Management has evaluated the school's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.”

Raw XML AppendixShowing 400 of 471 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/Desc0TO INSPIRE CHILDREN OF DIVERSE BACKGROUNDS TO BE LIFELONG, INDEPENDENT LEARNER WHO VALUE RESPONSIBILITY AND EMBODY PEACE. THE IVY SCHOOL IS A STATE-SPONSORED, TUITION-FREE, PUBLIC, MONTESSORI CHARTER SCHOOL, OFFERING CHILDREN IN KINDERGARTEN THROUGH 8TH GRADE INNOVATIVE, STATE STANDARDS ALIGNED CURRICULUM AND INSTRUCTION. THE IVY SCHOOL SERVED 300 STUDENTS DURING THE 2019-20 SCHOOL YEAR.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0617637
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0565893
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0977125
IRS990/NoncashContributionsAmt03915
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt058240
IRS990/OccupancyGrp/ProgramServicesAmt0155120
IRS990/OccupancyGrp/TotalAmt0213360
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010627
IRS990/OfficeExpensesGrp/ProgramServicesAmt028304
IRS990/OfficeExpensesGrp/TotalAmt038931
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01690386
IRS990/OtherAssetsTotalGrp/EOYAmt01289679
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044162
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0121153
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0165315
IRS990/OtherExpensesGrp/Desc0GASB 68 PENSION ADJUSTM
IRS990/OtherExpensesGrp/Desc1LOAN COSTS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3LUNCH EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt080886
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210218
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38322
IRS990/OtherExpensesGrp/ProgramServicesAmt0215435
IRS990/OtherExpensesGrp/ProgramServicesAmt191786
IRS990/OtherExpensesGrp/ProgramServicesAmt227215
IRS990/OtherExpensesGrp/ProgramServicesAmt322166
IRS990/OtherExpensesGrp/TotalAmt0296321
IRS990/OtherExpensesGrp/TotalAmt1126248
IRS990/OtherExpensesGrp/TotalAmt237433
IRS990/OtherExpensesGrp/TotalAmt330488
IRS990/OtherLiabilitiesGrp/BOYAmt02195339
IRS990/OtherLiabilitiesGrp/EOYAmt02192861
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0270891
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0761910
IRS990/OtherSalariesAndWagesGrp/TotalAmt01032801
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027704
IRS990/PayrollTaxesGrp/ProgramServicesAmt078508
IRS990/PayrollTaxesGrp/TotalAmt0106212
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt091689
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0195545
IRS990/PensionPlanContributionsGrp/TotalAmt0287234
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016758
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08597
IRS990/PrincipalOfficerNm0NIKKI JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTRUCTION
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0165536
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113466
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0165536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113466
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02227334
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0991
IRS990/PYOtherExpensesAmt0996875
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0240741
IRS990/PYRevenuesLessExpensesAmt0-93225
IRS990/PYSalariesCompEmpBnftPaidAmt01565416
IRS990/PYTotalExpensesAmt02562291
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02469066
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0157039
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0179002
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0207955
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180107
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02433065
IRS990ScheduleD/BuildingsGrp/DepreciationAmt052454
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02485519
IRS990ScheduleD/EquipmentGrp/BookValueAmt025098
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084557
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0109655
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03022573
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02504986
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02504986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01289679
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PENSION RELATED DEFERRALS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04628
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11797320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2390913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION RELATED DEFERRALS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03179612
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04963149
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01289679
IRS990ScheduleD/TotalExpensesPerForm990Amt03022573
IRS990ScheduleD/TotalLiabilityAmt02192861
IRS990ScheduleD/TotalRevenuePerForm990Amt03179612
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03179612
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03022573
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
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.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2019-20, NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 IS EMAILED TO ALL MEMBERS OF THE BOARD FOR REVIEW BETWEEN THREE TO FIVE BUSINESS DAYS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL USES THE MODIFIED CASH METHOD OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04121577
IRS990/TotalAssetsEOYAmt07025742
IRS990/TotalAssetsGrp/BOYAmt04121577
IRS990/TotalAssetsGrp/EOYAmt07025742
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02382549
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0825064

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,025,742
Liabilities
$6,048,617
Net assets
$977,125
Revenue
$3,179,612
Expenses
$3,022,573
Net income
$157,039
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
2020Detailed filing. Detailed filing data is available for this year.$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