Ivy School A Montessori Charter
- Assets
- $7.9m
- Revenue
- $3.2m
- Investments
- $0.0
- Employees
- 49
- Location
- Portland, OR
- Founding
- 05/2007
- Data as of
- 06/2022
- EIN
- 20-4681686
Organization Overview
Ivy School A Montessori Charter is located in Portland, OR. The organization was established in 2007. According to its NTEE Classification (B29) the organization is classified as: Charter Schools, under the broad grouping of Education and related organizations. As of 06/2022, Ivy School A Montessori Charter employed 49 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ivy School A Montessori Charter is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Ivy School A Montessori Charter generated $3.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $3.1m during the year ending 06/2022. While expenses have increased by 6.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE IVY SCHOOL OFFERS A MONTESSORI EDUCATION TO INSPIRE CHILDREN OF DIVERSE BACKGROUNDS TO BE LIFELONG, INDEPENDENT LEARNERS WHO VALUE RESPONSIBILITY AND EMBODY PEACE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO INSPIRE CHILDREN OF DIVERSE BACKGROUNDS TO BE LIFELONG, INDEPENDENT LEARNERS WHO VALUE RESPONSIBILITY AND EMBODY PEACE. THE IVY SCHOOL IS A STATE-SPONSORED, TUITION-FREE, PUBLIC, MONTESSORI CHARTER SCHOOL, OFFERING CHILDREN IN PRE-K THROUGH 8TH GRADE INNOVATIVE, STATE STANDARDS ALIGNED CURRICULUM AND INSTRUCTION. THE IVY SCHOOL SERVED 270 STUDENTS DURING THE 2021-22 SCHOOL YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nikki Jones Executive Director | Officer | 40 | $107,686 |
Jim Livermore Vice Chair | OfficerTrustee | 5 | $0 |
Tom Bull Chair | OfficerTrustee | 5 | $0 |
Spencer Crandall Treasurer | OfficerTrustee | 5 | $0 |
Eric Mcnair Scott Secretary | OfficerTrustee | 5 | $0 |
Paul Clerc Board Member | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,842,683 |
| All other contributions, gifts, grants, and similar amounts not included above | $33,579 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,876,262 |
| Total Program Service Revenue | $284,564 |
| Investment income | $168 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,500 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,171,449 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $132,404 |
| Compensation of current officers, directors, key employees. | $31,568 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,340,522 |
| Pension plan accruals and contributions | $285,302 |
| Other employee benefits | $218,214 |
| Payroll taxes | $135,487 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $250 |
| Fees for services: Accounting | $43,487 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $19,924 |
| Advertising and promotion | $5,040 |
| Office expenses | $61,261 |
| Information technology | $67,288 |
| Royalties | $0 |
| Occupancy | $212,339 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,526 |
| Interest | $134,384 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $105,811 |
| Insurance | $16,265 |
| All other expenses | $27,337 |
| Total functional expenses | $3,129,916 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $561,560 |
| Savings and temporary cash investments | $425,294 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $186,723 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $23,713 |
| Net Land, buildings, and equipment | $5,085,176 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,591,388 |
| Total assets | $7,873,854 |
| Accounts payable and accrued expenses | $225,319 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $3,419,468 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,763,725 |
| Total liabilities | $6,408,512 |
| Net assets without donor restrictions | $1,465,342 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $7,873,854 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Ivy School A Montessori Charter has recieved totaling $414.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $414 |
Peer Organizations
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|---|---|---|
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