2017-02-21T10:26:20-06:00 2016-06-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2015-07-01 201832991 IVYMOUNT FOUNDATION INC IVYM 3014690223 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 GARY N AIKEN TREASURER 3014690223 2017-02-13 1 TRACY M MOREY P01521539 3014246800 2015 2021-01-29 14:40:06Z GARY N AIKEN 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 2754591 0 X WWW.IVYMOUNT.ORG X 2004 MD TO HELP DEVELOP PROGRAMS FOR DISABLED CHILDREN AND YOUNG ADULTS THROUGHOUT THE WASHINGTON, DC METROPOLITAN AREA, BY FINANCIALLY SUPPORTING EDUCATIONAL, THERAPEUTIC, AND SCHOOL-RELATED PROGRAMS FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, BEHAVIORAL DISORDERS, AUTISM SPECTRUM DISORDERS, COMMUNICATION DISORDERS, AND MULTIPLE HANDICAPS. 13 13 0 25 0 0 366743 146221 0 0 174233 41410 253601 226 794577 187857 28889 100350 0 0 0 0 0 0 51773 313344 241755 342233 342105 452344 -154248 4402889 4715117 104216 319662 4298673 4395455 X TO HELP DEVELOP PROGRAMS FOR DISABLED CHILDREN AND YOUNG ADULTS THROUGHOUT THE WASHINGTON, DC METROPOLITAN AREA, BY FINANCIALLY SUPPORTING EDUCATIONAL, THERAPEUTIC, AND SCHOOL-RELATED PROGRAMS FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, BEHAVIORAL DISORDERS, AUTISM SPECTRUM DISORDERS, COMMUNICATION DISORDERS, AND MULTIPLE HANDICAPS. 0 0 100350 100350 TO HELP DEVELOP PROGRAMS FOR DISABLED CHILDREN AND YOUNG ADULTS THROUGHOUT THE WASHINGTON, DC METROPOLITAN AREA, BY FINANCIALLY SUPPORTING EDUCATIONAL, THERAPEUTIC, AND SCHOOL-RELATED PROGRAMS FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, BEHAVIORAL DISORDERS, AUTISM SPECTRUM DISORDERS, COMMUNICATION DISORDERS, AND MULTIPLE HANDICAPS. 100350 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MD X LEE-NADINE OPPENHEIM 3014690223 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 X JOANNA SILVER PRESIDENT 4.00 X X 0 0 0 GARY N AIKEN TREASURER 4.00 X X 0 0 0 J TIMOTHY MCCANN TRUSTEE 2.00 X 0 0 0 MEAGHAN MCGRATH SUTTON VICE PRESIDENT 2.00 X X 0 0 0 KELLY MCVEARRY TRUSTEE 2.00 X 0 0 0 MATHEW ADLER TRUSTEE 2.00 X 0 0 0 ROBERT E WANERMAN TRUSTEE 2.00 X 0 0 0 MOLLY MEEGAN TRUSTEE 2.00 X 0 0 0 BARRY FIERST TRUSTEE 2.00 X 0 0 0 KEN JONES TRUSTEE 2.00 X 0 0 0 BERNARD FOGEL TRUSTEE 2.00 X 0 0 0 JANET WINTROL IVYMOUNT CORPORATION REPRESENTATIVE 2.00 X 0 0 0 NICOLE CARR DEVELOPMENT DIRECTOR 2.00 X 0 0 0 LEE OPPENHEIM DIRECTOR OF FINANCE & ADMI 2.00 X 0 0 0 0 0 0 0 0 0 0 0 146221 146221 88579 88579 2519565 2566734 -47169 -47169 -47169 OTHER INCOME 900099 226 226 226 187857 226 0 41410 100350 100350 160000 160000 11500 11500 4490 4490 4955 4955 4368 4368 FUNDRAISING EXPENSE 51773 51773 DUES & LICENSES 3448 3448 BANK FEES 1221 1221 342105 100350 189982 51773 196708 238815 200000 5275 2999 23590 4002361 4447437 821 0 4402889 4715117 4216 15474 100000 200000 4582 0 99606 104216 319662 X 2486259 2683041 1812414 1712414 4298673 4395455 4402889 4715117 -154248 290332 -39302 0 X 0 1 X 1 0 X 413998 942025 383941 295789 146221 2181974 413998 942025 383941 295789 146221 2181974 45601 2136373 81237 48190 192909 174233 41410 537979 2719953 647622 0.78540 0.80010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 99606 99606 X 438887 290332 290332 148555 39302 39302 187857 342105 0 342105 0 342105 PART X, LINE 2: THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS, AND HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. 0 IVYMOUNT SCHOOL INC 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 521195527 501(C)(3) 100000 SPECIAL PROJECTS GRANT 1 0 PART I, LINE 2: COMMUNICATION WITH BOARD TO MONITOR PROGRESS ON PROJECTS. FORM 990, PART VI, SECTION A, LINE 3 IVYMOUNT SCHOOL, INC. PROVIDES MANAGEMENT SERVICES SUCH AS BUSINESS, ACCOUNTING, AND MARKETING FOR IVYMOUNT FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER AND MANAGEMENT REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C IF THE BOARD HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PARTY AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE INTERESTED PARTY HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, UP TO DISMISSAL FROM THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.