2016-05-16T07:07:59-05:00 2015-06-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2014-07-01 201832991 IVYMOUNT FOUNDATION INC IVYM 3014690223 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 GARY N AIKEN TREASURER 3014690223 2016-05-12 1 TRACY M MOREY P01521539 3014246800 2014 2016-08-17 19:52:53Z GARY N AIKEN 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 4584244 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. 15 15 0 67 0 0 383941 366743 0 0 192909 174233 16256 253601 593106 794577 128255 28889 0 0 0 0 0 0 76947 171773 313344 300028 342233 293078 452344 4196229 4402889 196253 104216 3999976 4298673 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 28889 28889 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. 28889 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 15 15 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 JONATHAN CUTLER TRUSTEE 2.00 X 0 0 0 JOANNA SILVER PRESIDENT 4.00 X X 0 0 0 GARY N AIKEN TREASURER 4.00 X X 0 0 0 LYNNE DONER LOTENBERG TRUSTEE 2.00 X 0 0 0 J TIMOTHY MCCANN TRUSTEE 2.00 X 0 0 0 MEAGHAN MCGRATH SUTTON TRUSTEE 2.00 X 0 0 0 KELLY MCVEARRY TRUSTEE 2.00 X 0 0 0 MATHEW ADLER TRUSTEE 2.00 X 0 0 0 EHUD DOR TRUSTEE 2.00 X 0 0 0 ROBERT E WANERMAN VICE PRESIDENT 2.00 X X 0 0 0 MOLLY WHALEN DIRECTOR OF DEVELOPMENT & COMMUNICATIONS 2.00 X 0 0 0 GERARD MCLOUGHLIN IVYMOUNT CORPORATION REPRE 2.00 X 0 0 0 JAN WINTROL IVYMOUNT CORPORATION REPRE 2.00 X 0 0 0 BARRY FIERST TRUSTEE 2.00 X 0 0 0 KEN JONES TRUSTEE 2.00 X 0 0 0 LEE OPPENHEIM DIRECTOR OF FINANCE & ADMINISTRATION 2.00 X 0 0 0 0 0 0 0 0 0 0 0 70954 295789 120584 366743 85237 85237 3791203 3702207 88996 88996 88996 341000 70954 87460 253540 253540 OTHER INCOME 900099 61 61 61 794577 61 0 427773 28889 28889 160000 160000 12092 12092 36703 36703 9738 9738 6304 6304 7144 7144 AUCTION 63779 63779 FUNDRAISING EXPENSE 13168 13168 MISCELLANEOUS 4416 4416 342233 28889 236397 76947 148994 196708 393220 200000 32494 2999 3621521 4002361 0 821 4196229 4402889 4882 4216 155786 100000 35585 196253 104216 X 2419073 2486259 1580903 1812414 3999976 4298673 4196229 4402889 452344 -153647 0 X X 0 1 X 1 0 X 450325 413998 942025 383941 295789 2486078 450325 413998 942025 383941 295789 2486078 38824 2447254 76166 81237 48190 192909 174233 572735 3058813 991964 0.80010 0.85820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 640930 -153647 -153647 794577 0 794577 342233 0 342233 0 342233 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. AUCTION 411954 70954 341000 87460 411954 70954 341000 87460 87460 253540 0 IVYMOUNT SCHOOL INC 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 521195527 501(C)(3) 28889 2015 SUPPORT FOR STAFF ENRICHMENT, SUMMER PROGRAM, MLN AND ISM STUDY 1 0 X AUCTION ITEMS 378 120584 FAIR MARKET VALUE 0 0 0 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. FORM 990. PART XII, LINE 2C NO CHANGE HAS BEEN MADE FROM THE PRIOR YEAR REGARDING THE RESPONSIBILITIES OF THE AUDIT COMMITTEE TO OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND TO SELECT AN INDEPENDENT ACCOUNTANT.