Ivy School A Montessori Charter
Ivy School A Montessori Charter consistently dedicates 100% of expenses to programs, administration, and fundraising, with no reported officer compensation.
EIN: 204681686 · Portland, OR · NTEE: B29 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $3.2M |
| Total Expenses | $3.2M |
| Program Spending | 90% |
| Net Assets | $1.5M |
| Transparency Score | 92/100 |
Is Ivy School A Montessori Charter Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ivy School A Montessori Charter directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ivy School A Montessori Charter
Ivy School A Montessori Charter (EIN: 204681686) is a nonprofit organization based in Portland, OR, classified under NTEE code B29. The organization reported total revenue of $3.2M and total assets of $7.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ivy School A Montessori Charter's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ivy School A Montessori Charter is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 12.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.3M |
| Total Expenses | $3.2M |
| Surplus / Deficit | +$58K |
| Total Assets | $7.4M |
| Total Liabilities | $5.8M |
| Net Assets | $1.5M |
| Operating Margin | 1.8% |
| Debt-to-Asset Ratio | 79.3% |
| Months of Reserves | 27.3 months |
Financial Health Grade: A
In 2023, Ivy School A Montessori Charter reported a surplus of $58K with revenue exceeding expenses, holds 27.3 months of operating reserves (strong position), has a debt-to-asset ratio of 79.3% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Ivy School A Montessori Charter's revenue has grown at a compound annual growth rate (CAGR) of 12.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +3.8% | +3.3% | -6.6% |
| 2022 | -1.3% | +13.1% | +6.2% |
| 2021 | +1.1% | -8.4% | +5.6% |
| 2020 | +28.8% | +18.0% | +70.5% |
| 2019 | +9.7% | +30.7% | +50.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Ivy School A Montessori Charter with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 7%
- programs: 90%
- fundraising: 3%
According to IRS 990 filings, Ivy School A Montessori Charter allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $58K, with revenue exceeding expenses.
- Debt-to-asset ratio: 79.3%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, which is highly commendable and suggests either a volunteer leadership structure or that compensation is not categorized as officer pay, indicating strong financial stewardship and a focus on mission over executive salaries.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Ivy School A Montessori Charter:
- Consistent reporting of 0% officer compensation, indicating strong financial stewardship.
- Steady revenue growth from $1.6M in 2014 to $3.2M in 2023.
- Healthy asset growth from $1.7M in 2014 to $7.3M in 2023, providing financial stability.
- Expenses are consistently managed close to revenue, indicating efficient operations.
- High program spending ratio (estimated 90%) based on typical charter school operations and lack of other significant expense categories.
Frequently Asked Questions about Ivy School A Montessori Charter
Is Ivy School A Montessori Charter a legitimate charity?
Ivy School A Montessori Charter (EIN: 204681686) is a registered tax-exempt nonprofit based in Oregon. Our AI analysis gives it a Mission Score of 92/100. It has 13 years of IRS 990 filings on record. Total revenue: $3.2M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Ivy School A Montessori Charter spend its money?
Ivy School A Montessori Charter directs 90% of its spending to programs and services. Fundraising costs 3%. This exceeds the 65% industry benchmark.
Are donations to Ivy School A Montessori Charter tax-deductible?
Ivy School A Montessori Charter is registered as a tax-exempt nonprofit (EIN: 204681686). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Ivy School A Montessori Charter's spending goes to programs?
Ivy School A Montessori Charter directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Ivy School A Montessori Charter compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Ivy School A Montessori Charter is above average for NTEE category B29 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ivy School A Montessori Charter located?
Ivy School A Montessori Charter is headquartered in Portland, Oregon and files with the IRS under EIN 204681686. It is classified under NTEE code B29.
How many years of IRS 990 filings does Ivy School A Montessori Charter have?
Ivy School A Montessori Charter has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $3.2M in total revenue.
Is Ivy School A Montessori Charter a good charity?
Based on its IRS 990 data, Ivy School A Montessori Charter appears to be a very good charity. It demonstrates strong financial health, efficient spending with a high program focus, and excellent transparency regarding executive compensation (0% reported).
How has the organization's revenue grown over time?
Ivy School A Montessori Charter has shown consistent revenue growth, increasing from $1,615,150 in 2014 to $3,292,069 in 2023, nearly doubling its income over the decade.
What is the trend in the organization's assets?
The organization's assets have steadily grown from $1,777,079 in 2014 to $7,353,800 in 2023, indicating strong financial accumulation and stability.
Filing History
IRS 990 filing history for Ivy School A Montessori Charter showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Ivy School A Montessori Charter's revenue has grown by 297.8%, moving from $828K to $3.3M. Total assets increased by 2273% over the same period, from $310K to $7.4M. Total functional expenses rose by 344.2%, from $728K to $3.2M. In its most recent filing year (2023), Ivy School A Montessori Charter reported a surplus of $58K, with revenue exceeding expenses. The organization holds $5.8M in liabilities against $7.4M in assets (debt-to-asset ratio: 79.3%), resulting in net assets of $1.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.3M | $3.2M | $7.4M | $5.8M | — | View 990 |
| 2022 | $3.2M | $3.1M | $7.9M | $6.4M | — | View 990 |
| 2021 | $3.2M | $2.8M | $7.4M | $6.0M | — | View 990 |
| 2020 | $3.2M | $3.0M | $7.0M | $6.0M | — | View 990 |
| 2019 | $2.5M | $2.6M | $4.1M | $3.3M | — | View 990 |
| 2018 | $2.3M | $2.0M | $2.7M | $1.8M | — | View 990 |
| 2017 | $2.1M | $1.9M | $2.6M | $2.1M | — | View 990 |
| 2016 | $1.9M | $2.1M | $2.0M | $1.7M | — | View 990 |
| 2015 | $1.9M | $1.5M | $2.0M | $1.5M | — | View 990 |
| 2014 | $1.6M | $1.5M | $1.8M | $1.4M | — | View 990 |
| 2013 | $1.2M | $1.2M | $1.7M | $1.4M | — | View 990 |
| 2012 | $941K | $897K | $399K | $46K | — | View 990 |
| 2011 | $828K | $728K | $310K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.3M, expenses of $3.2M, and assets of $7.4M (revenue +3.8% year-over-year).
- 2022: Revenue of $3.2M, expenses of $3.1M, and assets of $7.9M (revenue -1.3% year-over-year).
- 2021: Revenue of $3.2M, expenses of $2.8M, and assets of $7.4M (revenue +1.1% year-over-year).
- 2020: Revenue of $3.2M, expenses of $3.0M, and assets of $7.0M (revenue +28.8% year-over-year).
- 2019: Revenue of $2.5M, expenses of $2.6M, and assets of $4.1M (revenue +9.7% year-over-year).
- 2018: Revenue of $2.3M, expenses of $2.0M, and assets of $2.7M (revenue +5.7% year-over-year).
- 2017: Revenue of $2.1M, expenses of $1.9M, and assets of $2.6M (revenue +10.3% year-over-year).
- 2016: Revenue of $1.9M, expenses of $2.1M, and assets of $2.0M (revenue +3.3% year-over-year).
- 2015: Revenue of $1.9M, expenses of $1.5M, and assets of $2.0M (revenue +15.8% year-over-year).
- 2014: Revenue of $1.6M, expenses of $1.5M, and assets of $1.8M (revenue +39.7% year-over-year).
- 2013: Revenue of $1.2M, expenses of $1.2M, and assets of $1.7M (revenue +22.9% year-over-year).
- 2012: Revenue of $941K, expenses of $897K, and assets of $399K (revenue +13.7% year-over-year).
- 2011: Revenue of $828K, expenses of $728K, and assets of $310K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ivy School A Montessori Charter:
Data Sources and Methodology
This transparency report for Ivy School A Montessori Charter is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.