Nonprofit · EIN 87-4574251
IVY & SAGE COMPANY
Tax-exempt · YARDLEY, PA 19067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $42,612 | $32,817 | $9,795 | $1,221,181 | $380 | $1,220,801 |
| December 31, 2024 | 990 | $31,836 | $41,714 | -$9,878 | $1,197,123 | $0 | $1,197,123 |
| December 31, 2023 | 990 | $32,504 | $36,065 | -$3,561 | $1,202,249 | $0 | $1,202,249 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,750
- Program service revenue
- $0
- Investment income
- $40,862
- Net gain from sales of assets
- $18,670
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,963
- Occupancy
- $13,481
- Program services (functional)
- $16,270
- Management and general (functional)
- $16,547
Balance sheet and other
- Total assets, start of year
- $1,197,123
- Total assets, end of year
- $1,221,181
- Total liabilities, end of year
- $380
- Net assets, end of year
- $1,220,801
- Publicly traded securities
- $791,084
- Net assets without donor restrictions
- $1,220,801
- Gross receipts
- $429,242
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2022
- State of legal domicile
- PA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERYL SPIEWAK | PRESIDENT Trustee or director, Officer | 40 | $0 |
| ALEXIS LEVY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| MIRIAM YUDILEVICH | TREASURER Trustee or director, Officer | 1 | $0 |
| CHRISTOPHER BRENNER | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERYL SPIEWAK | PRESIDENT Trustee or director, Officer | 40 | $0 |
| ALEXIS LEVY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| MIRIAM YUDILEVICH | TREASURER Trustee or director, Officer | 1 | $0 |
| CHRISTOPHER BRENNER | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MERYL SPIEWAK | PRESIDENT Trustee or director, Officer | 40 | $0 |
| ALEXIS LEVY | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| MIRIAM YUDILEVICH | TREASURER Trustee or director, Officer | 1 | $0 |
| CHRISTOPHER BRENNER | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1420 LEE CIR, YARDLEY, PA 19067-4325
- Principal officer (990 for 2025)
- MERYL SPIEWAK, 1420 LEE CIRCLE, YARDLEY, PA 19067
- Signed the 990
- MERYL SPIEWAK, PRESIDENT
- Phone
- (609) 577-1413
- Website
- IVYANDSAGECOMPANY.COM
- Return prepared by
- KLATZKIN & COMPANY LLP
Mission
Ivy & Sage Company is a nonprofit organization that is committed to helping individuals and the community access and experience mental, physical and emotional wellness through holistic care of the mind, body and spirit.
Program accomplishments
- It is our belief that socioeconomic standing should never be a barrier to health, healing or wellness. We have created, and offer at no cost, a variety of programs that blend together holistic healing practices with healthy living strategies that combine to significantly help reduce stress, anxiety and depression symptoms. We also offer a partially subsidized Yoga Teacher Training Program that is certified by the Yoga Alliance.Expenses $16,270
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-4574251
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $1,221,181
- Income (IRS master file)
- $429,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $42,612 | $32,817 | $1,221,181 | XML |
| 990 | December 2024 | $31,836 | $41,714 | $1,197,123 | XML |
| 990 | December 2023 | $32,504 | $36,065 | $1,202,249 | XML |
| 990 | December 2022 | $1,203,506 | $22,402 | $1,181,104 | IRS |
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 87-4574251).
Questions about IVY & SAGE COMPANY
- What is the EIN of IVY & SAGE COMPANY?
- The employer identification number (EIN) of IVY & SAGE COMPANY is 87-4574251.
- Is IVY & SAGE COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to IVY & SAGE COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IVY & SAGE COMPANY 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 & SAGE COMPANY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IVY & SAGE COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of IVY & SAGE COMPANY?
- The 990 for the year ended December 31, 2025 names MERYL SPIEWAK.
- Who are the officers and directors of IVY & SAGE COMPANY?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does IVY & SAGE COMPANY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $42,612, expenses of $32,817 and total assets of $1,221,181 at year end.
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