Nonprofit · EIN 20-4681686
IVY SCHOOL A MONTESSORI CHARTER
Tax-exempt · PORTLAND, OR 97217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,190,968 | $3,389,871 | -$198,903 | $7,251,715 | $5,880,167 | $1,371,548 |
| June 30, 2024 | 990 | $3,375,853 | $3,311,025 | $64,828 | $7,377,477 | $5,807,141 | $1,570,336 |
| June 30, 2023 | 990 | $3,292,069 | $3,234,282 | $57,787 | $7,353,800 | $5,830,671 | $1,523,129 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,574,034
- of which government grants
- $2,574,034
- Program service revenue
- $573,687
- Investment income
- $10,690
- Other revenue
- $32,557
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,201
- Other salaries and wages
- $1,508,858
- Salaries, compensation and benefits (total)
- $2,506,580
- Professional fundraising fees
- $0
- Legal fees
- $2,938
- Accounting fees
- $53,078
- Occupancy
- $66,564
- Depreciation
- $159,300
- Program services (functional)
- $3,159,897
- Management and general (functional)
- $193,563
- Fundraising (functional)
- $36,411
Balance sheet and other
- Total assets, start of year
- $7,377,477
- Total assets, end of year
- $7,251,715
- Total liabilities, end of year
- $5,880,167
- Net assets, end of year
- $1,371,548
- Land, buildings and equipment
- $4,805,597
- Net assets without donor restrictions
- $1,371,548
- Gross receipts
- $3,190,968
- Employees
- 53
- Volunteers
- 75
- Year formed
- 2009
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NIKKI JONES | EXECUTIVE DI Officer | 40 | $117,859 | $25,342 |
| TOM BULL | SECRETARY Trustee or director | 1 | $0 | $0 |
| JESSIE FOX | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CAT GALIMIDI | CHAIR Trustee or director | 1 | $0 | $0 |
| JESSICA HUBER | TREASURER Trustee or director | 1 | $0 | $0 |
| DAWNNESHA LASUNCET | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM LIVERMORE | PAST CHAIR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NIKKI JONES | EXECUTIVE DI Officer | 40 | $111,060 | $23,176 |
| TOM BULL | PAST CHAIR Trustee or director | 1 | $0 | $0 |
| PAUL CLERC | TREASURER Trustee or director | 1 | $0 | $0 |
| JIM LIVERMORE | CHAIR Trustee or director | 1 | $0 | $0 |
| ERIC MCNAIR SCOTT | SECRETARY Trustee or director | 1 | $0 | $0 |
| MARGIE SOLLINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NIKKI JONES | EXECUTIVE DIRECTOR Officer | 40 | $105,774 | $21,334 |
| JIM LIVERMORE | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ERIC MCNAIR SCOTT | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| PAUL CLERC | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| TOM BULL | PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARGIE SOLLINGER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5420 N INTERSTATE AVE, PORTLAND, OR 97217-4569
- In care of
- % TAMMY KENNEDY
- Principal officer (990 for 2024)
- NIKKI JONES, 5420 N INTERSTATE AVE, PORTLAND, OR 97217
- Signed the 990
- NIKKI JONES, EXECUTIVE DIRECTOR
- Phone
- (503) 288-8553
- Website
- THEIVYSCHOOL.ORG
- 990-N for 2008 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Tammy Kennedy, 4210 NE Going St, Portland OR 97218. Mailing address: 4210 NE Going Street, Portland OR 97218.
- Return prepared by
- ACCUITY LLC
Mission
TO INSPIRE CHILDREN OF DIVERSE BACKGROUNDS TO BE LIFELONG, INDEPENDENT LEARNERS WHO VALUE RESPONSIBILITY AND EMBODY PEACE.
Program accomplishments
- 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.Expenses $3,159,897
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4681686
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $7,251,715
- Income (IRS master file)
- $3,190,968
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,190,968 | $3,389,871 | $7,251,715 | XML |
| 990 | June 2024 | $3,375,853 | $3,311,025 | $7,377,477 | XML |
| 990 | June 2023 | $3,292,069 | $3,234,282 | $7,353,800 | XML |
| 990 | June 2022 | $3,171,449 | $3,129,916 | $7,873,854 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Tammy Kennedy Filed under this EIN, most likely by a chapter or affiliate | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4681686).
Questions about IVY SCHOOL A MONTESSORI CHARTER
- What is the EIN of IVY SCHOOL A MONTESSORI CHARTER?
- The employer identification number (EIN) of IVY SCHOOL A MONTESSORI CHARTER is 20-4681686.
- Is IVY SCHOOL A MONTESSORI CHARTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to IVY SCHOOL A MONTESSORI CHARTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IVY SCHOOL A MONTESSORI CHARTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IVY SCHOOL A MONTESSORI CHARTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IVY SCHOOL A MONTESSORI CHARTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of IVY SCHOOL A MONTESSORI CHARTER?
- The 990 for the year ended June 30, 2025 names NIKKI JONES.
- Who are the officers and directors of IVY SCHOOL A MONTESSORI CHARTER?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $117,859 (NIKKI JONES, EXECUTIVE DI).
- How much revenue does IVY SCHOOL A MONTESSORI CHARTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,190,968, expenses of $3,389,871 and total assets of $7,251,715 at year end.
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