Civic Intelligence

Ivy Bound Academy Charter Middle School

990 • Fiscal year 2021 • EIN 20-5619990

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization ProfileN/A
15355 Morrison AvenueSherman Oaks, CA 91403

(818) 808-0158

Siviq Scores

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

Liabilities / Assets

50th percentile

0.07x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

41st percentile

7.7%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$139,335

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

15%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

8.3%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$3,876,923

Up $498,013 (+15%) from 2020

Net Assets

Up

$3,619,916

Up $327,151 (+9.9%) from 2020

Liabilities

Up

$257,007

Up $170,862 (+198%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin41st percentile

Revenue

Up

$4,258,543

Up $327,786 (+8.3%) from 2020

Expenses

Up

$3,931,392

Up $270,426 (+7.4%) from 2020

Net Income

Up

$327,151

Up $57,360 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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: $1,179,343Liabilities 2011: $305,462Net Assets 2011: $873,8812011Assets 2012: $1,104,381Liabilities 2012: $10,966Net Assets 2012: $1,093,4152012Assets 2013: $1,113,891Liabilities 2013: $31,071Net Assets 2013: $1,082,8202013Assets 2014: $1,138,874Liabilities 2014: $104,385Net Assets 2014: $1,034,4892014Assets 2015: $1,564,235Liabilities 2015: $61,764Net Assets 2015: $1,502,4712015Assets 2016: $2,219,398Liabilities 2016: $47,754Net Assets 2016: $2,171,6442016Assets 2017: $2,173,688Liabilities 2017: $78,571Net Assets 2017: $2,095,1172017Assets 2018: $2,692,351Liabilities 2018: $57,563Net Assets 2018: $2,634,7882018Assets 2019: $3,135,665Liabilities 2019: $112,691Net Assets 2019: $3,022,9742019Assets 2020: $3,378,910Liabilities 2020: $86,145Net Assets 2020: $3,292,7652020Assets 2021: $3,876,923Liabilities 2021: $257,007Net Assets 2021: $3,619,9162021Assets 2022: $3,968,838Liabilities 2022: $293,530Net Assets 2022: $3,675,3082022Assets 2023: $7,495,364Liabilities 2023: $4,388,396Net Assets 2023: $3,106,9682023Assets 2024: $6,449,895Liabilities 2024: $4,000,275Net Assets 2024: $2,449,6202024

Highlighted filing

2021

Assets$3,876,923
Liabilities$257,007
Net Assets$3,619,916
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,925,437Expenses 2011: $1,627,366Net Income 2011: $298,0712011Revenue 2012: $2,000,999Expenses 2012: $1,781,466Net Income 2012: $219,5332012Revenue 2013: $1,787,456Expenses 2013: $1,798,050Net Income 2013: -$10,5942013Revenue 2014: $2,645,242Expenses 2014: $2,678,567Net Income 2014: -$33,3252014Revenue 2015: $3,511,208Expenses 2015: $3,043,226Net Income 2015: $467,9822015Revenue 2016: $4,008,035Expenses 2016: $3,338,862Net Income 2016: $669,1732016Revenue 2017: $3,971,246Expenses 2017: $4,047,773Net Income 2017: -$76,5272017Revenue 2018: $4,081,342Expenses 2018: $3,541,671Net Income 2018: $539,6712018Revenue 2019: $3,816,975Expenses 2019: $3,428,789Net Income 2019: $388,1862019Revenue 2020: $3,930,757Expenses 2020: $3,660,966Net Income 2020: $269,7912020Revenue 2021: $4,258,543Expenses 2021: $3,931,392Net Income 2021: $327,1512021Revenue 2022: $4,356,528Expenses 2022: $4,301,136Net Income 2022: $55,3922022Revenue 2023: $2,450,919Expenses 2023: $3,019,259Net Income 2023: -$568,3402023Revenue 2024: $2,290,916Expenses 2024: $2,948,264Net Income 2024: -$657,3482024

Highlighted filing

2021

Revenue$4,258,543
Expenses$3,931,392
Net Income$327,151
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$4,258,543
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$901,769$2,572,813▲ $1,671,044
Savings and Temporary Cash Investments$1,455,934$0▼ $1,455,934
Accounts Receivable$553,649$911,432▲ $357,783
Land, Buildings, and Equipment, Net$280,943$204,602▼ $76,341
Prepaid Expenses and Deferred Charges$74,615$76,076▲ $1,461
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$3,378,910$3,876,923▲ $498,013
Other Assets Total$112,000$112,000→ $0
Liabilities
Deferred Revenue$19,485$149,067▲ $129,582
Accounts Payable and Accrued Expenses$66,660$107,940▲ $41,280
Total Liabilities$86,145$257,007▲ $170,862
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,285,717$3,596,739▲ $311,022
Net Assets With Donor Restrictions$7,048$23,177▲ $16,129
Total Net Assets Fund Balance$3,292,765$3,619,916▲ $327,151
Total Liabilities and Net Assets / Fund Balance$3,378,910$3,876,923▲ $498,013

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,199$175,929-
Leasehold Improvements$201,403$561,626-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Stephen B BluesteinExecutive DirectorFT$139,335-$139,335
Maryam SoboutiFoundation Mgr.FT$96,796-$96,796
Michael ParisDirectorFT$84,422$4,779$89,201
Amanda HornerDirectorFT$83,623$4,653$88,276

Board Members and Trustees

NameTitle
Sue HorowitzChairman
Amir AlimardaniTrustee
David GoldenbergTrustee
Dr Gretta MadjzoobTrustee
Dr Pete GoldschmidtTrustee
Doug PfendlerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,257,851
Program Service Revenue
$0
Investment Income
$692
Other Revenue
$0
All Other Contributions
$47,402
Change in Net Assets
$327,151

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,258,543
Total Revenue per Audited Statements
$4,258,543
Total Revenue per Form 990
$4,258,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,301,949
Other Expenses$1,629,443
Total Fundraising Expense$7,560
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$994,278$461,860-$1,456,138
Occupancy$538,884--$538,884
Current Officers, Directors, Trustees, and Key Employees$177,477$236,131-$413,608
Fees for Services Other$192,837$63,751-$256,588
Pension Plan Contributions$129,929$75,689-$205,618
Other Employee Benefits$105,954$61,746-$167,700
Fees for Services Management-$140,830-$140,830
Fees for Services Legal-$119,642-$119,642
Depreciation Depletion$76,341--$76,341
Payroll Taxes$37,205$21,680-$58,885
Other Expenses$53,233$55,362-$53,233
Insurance-$52,542-$52,542
All Other Expenses$5,011$13,315$7,560$25,886
Advertising-$20,438-$20,438
Office Expenses$14,859--$14,859
Fees for Services Accounting-$7,480-$7,480
Total Functional Expenses$2,593,366$1,330,466$7,560$3,931,392

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,931,392
Total Expenses per Audited Statements$3,931,392
Total Expenses per Form 990$3,931,392
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“The executive director reviews the form 990 and then presents it to the board of directors”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The charter document provides the structure for governance of ivy bound academy charter schools including policies, procedures, conflict of interest and conflict resolution. From time to time the need for policy review is required and this is accomplished in a board of directors meeting, open to the public and duly noted. Minutes and copies of support documents are maintained in the recording secretary's care.”

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

“The board meets annual to evaluate and determine compensation for the executive director and the principal”

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

“The process is the same process used to determine compensation and approval of ceo, executive director and top management.”

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

“All governing documents are maintained at the school and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ivy Bound Academy
EIN
20-5619990
Phone
8188080158
Address
15355 MORRISON AVENUE, SHERMAN OAKS, CA 91403

Signing Officer

Name
Dr Stephen Bluestein
Title
Executive Director
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Stephen Bluestein
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
46

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Kevin Sproul
Phone
6194476700
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The school follows provisions of uncertain tax positions as addressed in asc 958. The school recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable.”

Raw XML AppendixShowing 400 of 461 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt066660
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0107940
IRS990/AccountsReceivableGrp/BOYAmt0553649
IRS990/AccountsReceivableGrp/EOYAmt0911432
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION
IRS990/AdvertisingGrp/ManagementAndGeneralAmt020438
IRS990/AdvertisingGrp/TotalAmt020438
IRS990/AllOtherContributionsAmt047402
IRS990/AllOtherExpensesGrp/FundraisingAmt07560
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013315
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05011
IRS990/AllOtherExpensesGrp/TotalAmt025886
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CSMC
IRS990/BooksInCareOfDetail/PhoneNum08889942762
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DRIVE STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0901769
IRS990/CashNonInterestBearingGrp/EOYAmt02572813
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0236131
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0177477
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0413608
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04257851
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0692
IRS990/CYOtherExpensesAmt01629443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0327151
IRS990/CYSalariesCompEmpBnftPaidAmt02301949
IRS990/CYTotalExpensesAmt03931392
IRS990/CYTotalFundraisingExpenseAmt07560
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04258543
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt019485
IRS990/DeferredRevenueGrp/EOYAmt0149067
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt076341
IRS990/DepreciationDepletionGrp/TotalAmt076341
IRS990/Desc0IVY BOUND CHARTER SCHOOL PROVIDES A FIRST RATE EDUCATION WITHOUT THE COST OF A PRIVATE SCHOOL TO STUDENTS IN GRADES FIFTH THROUGH EIGHTH GRADE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07048
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt023177
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt046
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02593366
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07480
IRS990/FeesForServicesAccountingGrp/TotalAmt07480
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0119642
IRS990/FeesForServicesLegalGrp/TotalAmt0119642
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0140830
IRS990/FeesForServicesManagementGrp/TotalAmt0140830
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt063751
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0192837
IRS990/FeesForServicesOtherGrp/TotalAmt0256588
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24779
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34653
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0DR STEPHEN B BLUESTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm1MARYAM SOBOUTI
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL PARIS
IRS990/Form990PartVIISectionAGrp/PersonNm3AMANDA HORNER
IRS990/Form990PartVIISectionAGrp/PersonNm4SUE HOROWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm5AMIR ALIMARDANI
IRS990/Form990PartVIISectionAGrp/PersonNm6DR GRETTA MADJZOOB
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUG PFENDLER
IRS990/Form990PartVIISectionAGrp/PersonNm8DR PETE GOLDSCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID GOLDENBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0139335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt196796
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt284422
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt383623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Foundation Mgr.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt04210449
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04258543
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt052542
IRS990/InsuranceGrp/TotalAmt052542
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0692
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0737555
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0280943
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0204602
IRS990/LandBldgEquipCostOrOtherBssAmt0942157
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03292765
IRS990/NetAssetsOrFundBalancesEOYAmt03619916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03285717
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03596739
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0538884
IRS990/OccupancyGrp/TotalAmt0538884
IRS990/OfficeExpensesGrp/ProgramServicesAmt014859
IRS990/OfficeExpensesGrp/TotalAmt014859
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112000
IRS990/OtherAssetsTotalGrp/EOYAmt0112000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061746
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0105954
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0167700
IRS990/OtherExpensesGrp/Desc0BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL/REPAIR
IRS990/OtherExpensesGrp/Desc3SPECIAL EDUCATION ENCROACHMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055362
IRS990/OtherExpensesGrp/ProgramServicesAmt0184178
IRS990/OtherExpensesGrp/ProgramServicesAmt171779
IRS990/OtherExpensesGrp/ProgramServicesAmt211401
IRS990/OtherExpensesGrp/ProgramServicesAmt353233
IRS990/OtherExpensesGrp/TotalAmt0184178
IRS990/OtherExpensesGrp/TotalAmt171779
IRS990/OtherExpensesGrp/TotalAmt266763
IRS990/OtherExpensesGrp/TotalAmt353233
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0461860
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0994278
IRS990/OtherSalariesAndWagesGrp/TotalAmt01456138
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021680
IRS990/PayrollTaxesGrp/ProgramServicesAmt037205
IRS990/PayrollTaxesGrp/TotalAmt058885
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt075689
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0129929
IRS990/PensionPlanContributionsGrp/TotalAmt0205618
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt074615
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt076076
IRS990/PrincipalOfficerNm0DR STEPHEN BLUESTEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03915244
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02627
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01396326
IRS990/PYProgramServiceRevenueAmt012886
IRS990/PYRevenuesLessExpensesAmt0269791
IRS990/PYSalariesCompEmpBnftPaidAmt02264640
IRS990/PYTotalExpensesAmt03660966
IRS990/PYTotalRevenueAmt03930757
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0327151
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01455934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03199
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0175929
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0179128
IRS990ScheduleD/ExpensesSubtotalAmt03931392
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0201403
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0561626
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0763029
IRS990ScheduleD/RevenueSubtotalAmt04258543
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE SCHOOL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0204602
IRS990ScheduleD/TotalExpensesPerForm990Amt03931392
IRS990ScheduleD/TotalRevenuePerForm990Amt04258543
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04258543
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03931392
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOLS HAVE BINDERS THAT CONTAIN ALL POLICIES, INCLUDING NON DISCRIMINATORY POLICIES IN THE FRONT OFFICES AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND THEN PRESENTS IT TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHARTER DOCUMENT PROVIDES THE STRUCTURE FOR GOVERNANCE OF IVY BOUND ACADEMY CHARTER SCHOOLS INCLUDING POLICIES, PROCEDURES, CONFLICT OF INTEREST AND CONFLICT RESOLUTION. FROM TIME TO TIME THE NEED FOR POLICY REVIEW IS REQUIRED AND THIS IS ACCOMPLISHED IN A BOARD OF DIRECTORS MEETING, OPEN TO THE PUBLIC AND DULY NOTED. MINUTES AND COPIES OF SUPPORT DOCUMENTS ARE MAINTAINED IN THE RECORDING SECRETARY'S CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEETS ANNUAL TO EVALUATE AND DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE PRINCIPAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS IS THE SAME PROCESS USED TO DETERMINE COMPENSATION AND APPROVAL OF CEO, EXECUTIVE DIRECTOR AND TOP MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE MAINTAINED AT THE SCHOOL AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03378910
IRS990/TotalAssetsEOYAmt03876923
IRS990/TotalAssetsGrp/BOYAmt03378910
IRS990/TotalAssetsGrp/EOYAmt03876923
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04257851

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,876,923
Liabilities
$257,007
Net assets
$3,619,916
Revenue
$4,258,543
Expenses
$3,931,392
Net income
$327,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.45$4.00$2.45$2.29$2.95$0.66
2023Detailed filing. Detailed filing data is available for this year.$7.50$4.39$3.11$2.45$3.02$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.29$3.68$4.36$4.30$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.26$3.62$4.26$3.93$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.38$0.09$3.29$3.93$3.66$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.11$3.02$3.82$3.43$0.39
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.06$2.63$4.08$3.54$0.54
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.08$2.10$3.97$4.05$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.05$2.17$4.01$3.34$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.06$1.50$3.51$3.04$0.47
2014Summary only. Only limited summary data is available for this year.$1.14$0.10$1.03$2.65$2.68$0.03
2013Summary only. Only limited summary data is available for this year.$1.11$0.03$1.08$1.79$1.80$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.01$1.09$2.00$1.78$0.22
2011Summary only. Only limited summary data is available for this year.$1.18$0.31$0.87$1.93$1.63$0.30
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits