Ivy School a Montessori Charter

Analysis

Ivy School a Montessori Charter is a registered charity in United States, based in Portland, OR. It received its IRS tax-exemption ruling in May 2007, 19 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Ivy School a Montessori Charter reported income of $3.3m and spending of $3.2m, spending 98% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $2.5m to $3.3m (+33%), an average of +7.5% a year. The sharpest change came in the year to June 2020, when income rose by 29%. Over the whole period it spent 96% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Ivy School a Montessori Charter sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 90th percentile, and in the 91st percentile within OR. Charities of a similar size with the same main cause include Payne Pulliam School of Trade and Commerce Inc ($3.3m), Rise Academy ($3.3m) and The Ratner School ($3.3m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 91% and program service revenue 8.5% of the total. Compensation of current officers, directors and key employees was $131k (4.1% of expenses). Other salaries and wages came to $1.5m. At year end it held assets of $7.4m against liabilities of $5.8m, net assets of $1.5m. It reported 59 employees.