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Ivy School A Montessori Charter

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (B29) (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$3.29M (2023)

Expenses
$3.23M (2023)

Total Assets
$7.35M (2023)

Total Liabilities
$5.83M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,292,069
Expenses
$3,234,282
Net Income
$57,787
Net Assets
$1,523,129
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,010,072
91.4%
Program Services $280,866
8.5%
Investment Income $1,131
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $131,477
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,499,950
46.4%
Assets/Debt
Total Assets $7,353,800
Total Liabilities $5,830,671
Net Assets $1,523,129
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Jones (Executive Director) $105,774 $0 $21,334
Jim Livermore (Chair) $0 $0 $0
Eric Mcnair Scott (Secretary) $0 $0 $0
Paul Clerc (Treasurer) $0 $0 $0
Tom Bull (Past Chair) $0 $0 $0
Margie Sollinger (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,171,449
Expenses
$3,129,916
Net Income
$41,533
Net Assets
$1,465,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,876,262
90.7%
Program Services $284,564
9.0%
Investment Income $168
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,500
0.0%
Net Inventory Sales $0
Other Revenue $8,955
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $132,404
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,340,522
42.8%
Assets/Debt
Total Assets $7,873,854
Total Liabilities $6,408,512
Net Assets $1,465,342
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Jones (Executive Director) $107,686 $0 $20,772
Tom Bull (Chair) $0 $0 $0
Eric Mcnair Scott (Secretary) $0 $0 $0
Spencer Crandall (Treasurer) $0 $0 $0
Jim Livermore (Vice Chair) $0 $0 $0
Paul Clerc (Board Member) $0 $0 $0
Margie Sollinger (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,214,125
Expenses
$2,767,441
Net Income
$446,684
Net Assets
$1,423,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,147,233
97.9%
Program Services $64,252
2.0%
Investment Income $118
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,864
Net Inventory Sales $0
Other Revenue $4,386
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $116,835
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,016,859
36.7%
Assets/Debt
Total Assets $7,416,739
Total Liabilities $5,992,930
Net Assets $1,423,809
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Jones (Executive Director) $91,350 $0 $19,347
Tom Bull (Chair) $0 $0 $0
Eric Mcnair Scott (Secretary) $0 $0 $0
Spencer Crandall (Interim Treasurer) $0 $0 $0
Jim Livermore (Member) $0 $0 $0
Colleen Roberts (Member) $0 $0 $0
Angela Fox (Member) $0 $0 $0
Lisa Larpenteur (Member) $0 $0 $0
Kim Carlson (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,179,612
Expenses
$3,022,573
Net Income
$157,039
Net Assets
$977,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,382,549
74.9%
Program Services $179,002
5.6%
Investment Income $424
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $617,637
19.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $108,182
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,032,801
34.2%
Assets/Debt
Total Assets $7,025,742
Total Liabilities $6,048,617
Net Assets $977,125
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Jones (Executive Director) $85,000 $0 $15,306
Colleen Roberts (Chair) $0 $0 $0
Angela Fox (Vice Chair) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Kim Carlson (Secretary) $0 $0 $0
Spencer Crandall (Member) $0 $0 $0
Jim Livermore (Member) $0 $0 $0
Eric Mcnair Scott (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,469,066
Expenses
$2,562,291
Net Income
-$93,225
Net Assets
$820,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,227,334
90.2%
Program Services $240,741
9.8%
Investment Income $991
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $97,901
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,017,904
39.7%
Assets/Debt
Total Assets $4,121,577
Total Liabilities $3,301,491
Net Assets $820,086
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Nikki Jones (Executive Director) $40,000 $0 $3,377
Colleen Roberts (Chair) $0 $0 $0
Angela Fox (Vice Chair) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Kim Carlson (Secretary) $0 $0 $0
Spencer Crandall (Member) $0 $0 $0
Jim Livermore (Member) $0 $0 $0
Eric Mcnair Scott (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,251,493
Expenses
$1,959,748
Net Income
$291,745
Net Assets
$913,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,005,854
89.1%
Program Services $230,871
10.3%
Investment Income $515
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,253
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $98,124
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $941,064
48.0%
Assets/Debt
Total Assets $2,743,799
Total Liabilities $1,830,488
Net Assets $913,311
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Liz Caravaca (Executive Director) $77,001 $0 $11,657
Colleen Roberts (Chair) $0 $0 $0
Angela Fox (Vice Chair) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Kim Carlson (Secretary) $0 $0 $0
Kian Jand (Member) $0 $0 $0
Rob Coleman (Member) $0 $0 $0
Nikki Jones (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,130,474
Expenses
$1,884,531
Net Income
$245,943
Net Assets
$564,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,925,558
90.4%
Program Services $193,756
9.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,160
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $102,101
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $833,888
44.2%
Assets/Debt
Total Assets $2,623,746
Total Liabilities $2,059,480
Net Assets $564,266
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Liz Caravaca (Executive Dir.) $72,334 $0 $11,577
Karie Breyne (Admin) $42,356 $0 $17,904
Rob Coleman (Vice Chair) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Colleen Roberts (Chair) $0 $0 $0
Angela Fox (Member) $0 $0 $0
Kian Jand (Member) $0 $0 $0
Marquita Jaramillo (Secretary) $0 $0 $0
Kim Carlson (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,931,593
Expenses
$2,078,235
Net Income
-$146,642
Net Assets
$318,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,759,149
91.1%
Program Services $155,977
8.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,915
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $552
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $159,362
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $887,933
42.7%
Assets/Debt
Total Assets $2,047,624
Total Liabilities $1,729,301
Net Assets $318,323
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karie Breyne (Admin) $58,916 $0 $22,895
Liz Caravaca (Executive Dir.) $29,167 $0 $3,446
Karilyn Wax (Board Chair) $700 $0 $0
Rob Coleman (Member) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Colleen Roberts (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,869,909
Expenses
$1,535,211
Net Income
$334,698
Net Assets
$464,965
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,695,128
90.7%
Program Services $172,492
9.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,289
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $153,387
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $771,191
50.2%
Assets/Debt
Total Assets $1,992,539
Total Liabilities $1,527,574
Net Assets $464,965
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Mary Zigman (Executive Dir.) $71,384 $0 $22,092
Karie Breyne (Biz & Ops Mangr) $48,708 $0 $14,947
Rebecca Keith (Member/Chair) $11,410 $0 $0
Karilyn Wax (Board Chair) $0 $0 $0
Lisa Larpenteur (Treasurer) $0 $0 $0
Amie Robar Chally (Secretary) $0 $0 $0
Billy Ladd (Member) $0 $0 $0
Alby Salsa (Member) $0 $0 $0
Johanna Keith (Member/Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,615,150
Expenses
$1,534,739
Net Income
$80,411
Net Assets
$392,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,523,390
94.3%
Program Services $89,256
5.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,504
0.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $99,094
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $614,100
40.0%
Assets/Debt
Total Assets $1,777,079
Total Liabilities $1,384,936
Net Assets $392,143
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Mary Zigman (Administrator) $68,600 $0 $10,432
Johanna Keith (Board Chair) $0 $0 $0
Adam Smith (Treasurer) $0 $0 $0
Amie Robar Chally (Secretary) $0 $0 $0
Rebecca Keith (Member) $0 $0 $0
Billy Ladd (Member) $0 $0 $0
Alby Salsa (Member) $0 $0 $0
Karilyn Wax (Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,156,147
Expenses
$1,198,022
Net Income
-$41,875
Net Assets
$311,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,026,822
88.8%
Program Services $80,219
6.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,106
4.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $79,773
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $472,084
39.4%
Assets/Debt
Total Assets $1,702,895
Total Liabilities $1,391,163
Net Assets $311,732

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$941,097
Expenses
$897,381
Net Income
$43,716
Net Assets
$353,607
Notable Sources of Revenue Percent of Total Revenue
Contributions $891,432
94.7%
Program Services $49,569
5.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $96
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $60,939
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $369,535
41.2%
Assets/Debt
Total Assets $399,426
Total Liabilities $45,819
Net Assets $353,607

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$827,612
Expenses
$728,154
Net Income
$99,458
Net Assets
$309,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $764,066
92.3%
Program Services $62,894
7.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $652
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,035
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $241,872
33.2%
Assets/Debt
Total Assets $309,891
Total Liabilities $0
Net Assets $309,891

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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