THE IVY SCHOOL (EIN 204681686) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

NIKKI JONES

Phone

5032888553

Tax Period

2024-07-01 to 2025-06-30

THE IVY SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

THE IVY SCHOOL OFFERS A MONTESSORI EDUCATION TO INSPIRE CHILDREN OF DIVERSE BACKGROUNDS TO BE LIFELONG, INDEPENDENT LEARNERS WHO VALUE RESPONSIBILITY AND EMBODY PEACE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,574,034

Program Service Revenue $573,687

Investment Income $10,690

Other Revenue $32,557

TOTAL REVENUE $3,190,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,506,580

Fundraising Expenses $36,411

Program Expenses $3,159,897

Other Expenses $883,291

TOTAL EXPENSES $3,389,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,190,968	$3,375,853	-0.1%
Expenses	$3,389,871	$3,311,025	+0.0%
Net Income	$-198,903	$64,828	-4.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$143,201

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKKI JONES	EXECUTIVE DI	40.00	Officer	$117,859	$25,342	$143,201
TOM BULL	SECRETARY	1.00	Director	$0	$0	$0
JESSIE FOX	BOARD MEMBER	1.00	Director	$0	$0	$0
CAT GALIMIDI	CHAIR	1.00	Director	$0	$0	$0
JESSICA HUBER	TREASURER	1.00	Director	$0	$0	$0
DAWNNESHA LASUNCET	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM LIVERMORE	PAST CHAIR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,190,968	$3,389,871	$7,251,715	$-198,903
2024	$3,375,853	$3,311,025	$7,377,477	$64,828
2023	$3,292,069	$3,234,282	$7,353,800	$57,787
2022	$3,171,449	$3,129,916	$7,873,854	$41,533
2021	$3,214,125	$2,767,441	$7,416,739	$446,684
2020	$3,179,612	$3,022,573	$7,025,742	$157,039
2019	$2,469,066	$2,562,291	$4,121,577	$-93,225
2018	$2,251,493	$1,959,748	$2,743,799	$291,745

THE IVY SCHOOL