Civic Intelligence

Ivy School a Montessori Charter

990 • Fiscal year 2022 • EIN 20-4681686

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 15, 2022

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

90th percentile

0.81x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

2.02x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

37th percentile

1.3%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$128,458

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-1.3%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$7,873,854

Up $457,115 (+6.2%) from 2021

Net Assets

Up

$1,465,342

Up $41,533 (+2.9%) from 2021

Liabilities

Up

$6,408,512

Up $415,582 (+6.9%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin37th percentile

Revenue

Down

$3,171,449

Down $42,676 (-1.3%) from 2021

Expenses

Up

$3,129,916

Up $362,475 (+13%) from 2021

Net Income

Down

$41,533

Down $405,151 (-91%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2022

Assets$7,873,854
Liabilities$6,408,512
Net Assets$1,465,342
Open 2022 Filing

Operations Trend

Revenue Growth39th 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

2022

Revenue$3,171,449
Expenses$3,129,916
Net Income$41,533
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 15, 2022
Return Version
2021v4.2
Gross Receipts
$3,171,449
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$4,992,989$5,085,176▲ $92,187
Cash and Non-Interest-Bearing Accounts$988,295$561,560▼ $426,735
Savings and Temporary Cash Investments$200,172$425,294▲ $225,122
Accounts Receivable$125,457$186,723▲ $61,266
Prepaid Expenses and Deferred Charges$8,178$23,713▲ $15,535
Total Assets$7,416,739$7,873,854▲ $457,115
Other Assets Total$1,101,648$1,591,388▲ $489,740
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,579,005$3,419,468▼ $159,537
Other Liabilities$2,187,748$2,763,725▲ $575,977
Accounts Payable and Accrued Expenses$224,377$225,319▲ $942
Deferred Revenue$1,800$0▼ $1,800
Total Liabilities$5,992,930$6,408,512▲ $415,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,343,091$1,465,342▲ $122,251
Net Assets With Donor Restrictions$80,718$0▼ $80,718
Total Net Assets Fund Balance$1,423,809$1,465,342▲ $41,533
Total Liabilities and Net Assets / Fund Balance$7,416,739$7,873,854▲ $457,115

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,523,000$215,119$2,738,119
Land$2,504,986-$2,504,986
Equipment$24,399$94,577$118,976
Other Land Buildings$32,791-$32,791
Other Assets Org$1,591,388--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nikki JonesExecutive DirectorFT$107,686$20,772$128,458

Board Members and Trustees

NameTitle
Tom BullChair
Jim LivermoreVice Chair
Margie SollingerBoard Member
Paul ClercBoard Member
Eric Mcnair ScottSecretary
Spencer CrandallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,876,262
Program Service Revenue
$284,564
Investment Income
$1,668
Other Revenue
$8,955
All Other Contributions
$33,579
Change in Net Assets
$41,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,171,449
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,171,449
Total Revenue per Form 990
$3,171,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,111,929
Other Expenses$1,017,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,033,955$306,567-$1,340,522
Pension Plan Contributions$204,072$81,230-$285,302
Other Employee Benefits$164,177$54,037-$218,214
Occupancy$161,713$50,626-$212,339
Payroll Taxes$105,361$30,126-$135,487
Interest$102,344$32,040-$134,384
Current Officers, Directors, Trustees, and Key Employees$100,836$31,568-$132,404
Depreciation Depletion$80,583$25,228-$105,811
Information Technology$51,245$16,043-$67,288
Office Expenses$46,655$14,606-$61,261
Other Expenses$42,089$13,176-$55,265
Fees for Services Accounting$33,119$10,368-$43,487
All Other Expenses$20,819$6,518-$27,337
Fees for Services Other$15,174$4,750-$19,924
Insurance$12,387$3,878-$16,265
Advertising$3,838$1,202-$5,040
Conferences and Meetings$3,447$1,079-$4,526
Fees for Services Legal$190$60-$250
Total Functional Expenses$2,383,678$746,238$0$3,129,916

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,129,916
Total Expenses per Audited Statements$3,129,916
Total Expenses per Form 990$3,129,916
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 Related Deferrals$1,439,558
Pension Liability$1,308,646
Interest Payable$15,521
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 2021-22, 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 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
2022-12-15
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
49
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 740 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 462 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/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt050626
IRS990/OccupancyGrp/ProgramServicesAmt0161713
IRS990/OccupancyGrp/TotalAmt0212339
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014606
IRS990/OfficeExpensesGrp/ProgramServicesAmt046655
IRS990/OfficeExpensesGrp/TotalAmt061261
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01101648
IRS990/OtherAssetsTotalGrp/EOYAmt01591388
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt054037
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0164177
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218214
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1GASB 68 PENSION ADJUSTM
IRS990/OtherExpensesGrp/Desc2FIELD TRIPS
IRS990/OtherExpensesGrp/Desc3LUNCH EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120733
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215464
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313176
IRS990/OtherExpensesGrp/ProgramServicesAmt086051
IRS990/OtherExpensesGrp/ProgramServicesAmt166228
IRS990/OtherExpensesGrp/ProgramServicesAmt249395
IRS990/OtherExpensesGrp/ProgramServicesAmt342089
IRS990/OtherExpensesGrp/TotalAmt0112990
IRS990/OtherExpensesGrp/TotalAmt186961
IRS990/OtherExpensesGrp/TotalAmt264859
IRS990/OtherExpensesGrp/TotalAmt355265
IRS990/OtherLiabilitiesGrp/BOYAmt02187748
IRS990/OtherLiabilitiesGrp/EOYAmt02763725
IRS990/OtherRevenueMiscGrp/BusinessCd0900003
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08955
IRS990/OtherRevenueTotalAmt08955
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0306567
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01033955
IRS990/OtherSalariesAndWagesGrp/TotalAmt01340522
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030126
IRS990/PayrollTaxesGrp/ProgramServicesAmt0105361
IRS990/PayrollTaxesGrp/TotalAmt0135487
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt081230
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0204072
IRS990/PensionPlanContributionsGrp/TotalAmt0285302
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08178
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023713
IRS990/PrincipalOfficerNm0NIKKI JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTRUCTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0284564
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0284564
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03147233
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1746
IRS990/PYOtherExpensesAmt01110561
IRS990/PYOtherRevenueAmt04386
IRS990/PYProgramServiceRevenueAmt064252
IRS990/PYRevenuesLessExpensesAmt0446684
IRS990/PYSalariesCompEmpBnftPaidAmt01656880
IRS990/PYTotalExpensesAmt02767441
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03214125
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt041533
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0293519
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200172
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0425294
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/BookValueAmt02523000
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0215119
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02738119
IRS990ScheduleD/EquipmentGrp/BookValueAmt024399
IRS990ScheduleD/EquipmentGrp/DepreciationAmt094577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118976
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03129916
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02504986
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02504986
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01591388
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PENSION RELATED DEFERRALS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt032791
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032791
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015521
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11308646
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21439558
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PENSION RELATED DEFERRALS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03171449
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 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/TotalBookValueLandBuildingsAmt05085176
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01591388
IRS990ScheduleD/TotalExpensesPerForm990Amt03129916
IRS990ScheduleD/TotalLiabilityAmt02763725
IRS990ScheduleD/TotalRevenuePerForm990Amt03171449
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03171449
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03129916
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 2021-22, 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 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/TotalAssetsBOYAmt07416739
IRS990/TotalAssetsEOYAmt07873854
IRS990/TotalAssetsGrp/BOYAmt07416739
IRS990/TotalAssetsGrp/EOYAmt07873854
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02876262
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0746238
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02383678
IRS990/TotalFunctionalExpensesGrp/TotalAmt03129916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05992930

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,873,854
Liabilities
$6,408,512
Net assets
$1,465,342
Revenue
$3,171,449
Expenses
$3,129,916
Net income
$41,533
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
2022Detailed filing. Detailed filing data is available for this year.$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