THE IVYMOUNT FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE IVYMOUNT FOUNDATION INC (EIN 20-1832991)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201441329349302944
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T15:21:23-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522041603 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE LEMKIN COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 ROCKVILLE PIKE SUITE 475 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20850 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201832991 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVYMOUNT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IVYM | NameControl |
| Phone | 3014690223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11614 SEVEN LOCKS ROAD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY N AIKEN | Name |
| Title | TREASURER | Title |
| Phone | 3014690223 | Phone |
| Date Signed | 2014-04-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY JOHNSON | Name |
| PTIN | P01593478 | PTIN |
| Phone | 3014246800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GARY N AIKEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11614 SEVEN LOCKS ROAD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1405477 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IVYMOUNT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | 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, COMMUNICATION DISORDERS AND MULTIPLE HANDICAPS. THESE PROGRAMS ENABLE THE DISABLED CHILDREN AND YOUNG ADULTS TO LEAD MORE PRODUCTIVE AND INDEPENDENT LIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 413998 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 942025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 81237 | InvestmentIncomePriorYear |
| Investment Income Current Year | 48190 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 29490 | OtherRevenuePriorYear |
| Other Revenue Current Year | 324469 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 524725 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1314684 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 378062 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 182212 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 76495 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 107645 | OtherExpensePriorYear |
| Other Expenses Current Year | 222280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 485707 | TotalExpensesPriorYear |
| Total Expenses Current Year | 404492 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 39018 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 910192 | RevenuesLessExpensesCY |
| Total Assets BOY | 2865258 | TotalAssetsBOY |
| Total Assets EOY | 3677909 | TotalAssetsEOY |
| Total Liabilities BOY | 431506 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 184291 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2433752 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3493618 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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, COMMUNICATION DISORDERS AND MULTIPLE HANDICAPS. THESE PROGRAMS ENABLE THE DISABLED CHILDREN AND YOUNG ADULTS TO LEAD MORE PRODUCTIVE AND INDEPENDENT LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 182212 | Expense |
| Grants | 182212 | Grants |
| Description | SUPPORT OF EDUCATIONAL, THERAPEUTIC, AND SCHOOL RELATED PROGRAMS FOR CHILDREN AND YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES, LEARNING DISABILITIES, BEHAVIORAL DISORDERS, AUTISM, COMMUNICATION DISORDERS AND MULTIPLE HANDICAPS. | Description |
| Total Program Service Expense | 182212 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3014690223 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11614 SEVEN LOCKS ROAD | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JONATHAN CUTLER | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JOANNA SILVER | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| GARY N AIKEN | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| LENNIE GLADSTONE | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| CLAUDIA L ALDERMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SUZANNE DAVIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MAUREEN DEL DUCA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| STEPHANIE DESIBOUR | ||||||
| PAST PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| DAVID GOROFF | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PRISCILLA HUFFMAN | ||||||
| TRUSTEE | 2.00 | 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 | |
| ROBERT E WANERMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MOLLY WHALEN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 69000 | FundraisingEvents |
| All Other Contributions | 873025 | AllOtherContributions |
| Noncash Contributions | 131201 | NoncashContributions |
| Total Contributions | 942025 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52486 | TotalRevenueColumn |
| Exclusion | $52,486 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7928 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12224 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4296 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4296 | TotalRevenueColumn |
| Related Or Exempt Function Income | -4296 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 401697 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 69000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 78569 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 323128 | TotalRevenueColumn |
| Exclusion | $323,128 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1341 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1341 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1314684 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2955 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $375,614 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182212 | Total |
| Program Services | 182212 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100000 | Total |
| Management And General | 100000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9900 | Total |
| Management And General | 9900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7910 | Total |
| Management And General | 7910 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11270 | Total |
| Management And General | 11270 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1028 | Total |
| Management And General | 1028 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9330 | Total |
| Management And General | 9330 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FUNDRAISING EXPENSE | 76495 | 76495 | |
| MISCELLANEOUS | 6347 | 6347 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404492 | Total |
| Program Services | 182212 | ProgramServices |
| Management And General | 145785 | ManagementAndGeneral |
| Fundraising | 76495 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482042 | BOY |
| EOY | 275531 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327326 | BOY |
| EOY | 907673 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22766 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33248 | BOY |
| EOY | 7875 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999876 | BOY |
| EOY | 2486830 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865258 | BOY |
| EOY | 3677909 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53444 | BOY |
| EOY | 12295 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378062 | BOY |
| EOY | 171996 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431506 | BOY |
| EOY | 184291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1579117 | BOY |
| EOY | 1967328 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 854635 | BOY |
| EOY | 1526290 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2433752 | BOY |
| EOY | 3493618 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2865258 | BOY |
| EOY | 3677909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 910192 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 149674 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 322641 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 180668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 413998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 942025 | CurrentTaxYear |
| Total | 2309657 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 322641 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 180668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 450325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 413998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 942025 | CurrentTaxYear |
| Total | 2309657 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 155515 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2154142 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7156 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -60253 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 76166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 81237 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48190 | CurrentTaxYear |
| Total | 152496 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2462153 | TotalSupport |
| Gross Receipts From Admissions Etc | 1022519 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1464358 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 149674 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 149674 | RevenueNotRptdF990 |
| Revenue Subtotal | 1314684 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1314684 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 404492 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 404492 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 404492 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 401697 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 69000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 332697 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 78569 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 401697 | GrossReceiptsTotal |
| Charitable Contributions Total | 69000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 332697 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 78569 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 78569 | DirectExpenseSummaryEvents |
| Net Income Summary | 254128 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| IVYMOUNT SCHOOL INC | |||||||
| 11614 SEVEN LOCKS ROAD | ROCKVILLE | MD | 20854 | 521195527 | 501(C)(3) | 20646 | FISCAL YEAR 2013 TULL GRANT PAYMENTS TO STAFF |
| IVYMOUNT SCHOOL INC | |||||||
| 11614 SEVEN LOCKS ROAD | ROCKVILLE | MD | 20854 | 521195527 | 501(C)(3) | 5000 | FISCAL YEAR 2013 AWARD - P.E. PROGRAM |
| IVYMOUNT SCHOOL INC | |||||||
| 11614 SEVEN LOCKS ROAD | ROCKVILLE | MD | 20854 | 521195527 | 501(C)(3) | 156566 | FISCAL YEAR 2013 AWARD - MODEL ASPERGER PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 394 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 131201 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | IVYMOUNT SCHOOL, INC. PROVIDES MANAGEMENT SERVICES SUCH AS BUSINESS, ACCOUNTING, AND MARKETING FOR IVYMOUNT SCHOOL 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. |
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