Civic Intelligence

The Ivymount Foundation Inc.

990 • Fiscal year 2017 • EIN 20-1832991

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization Profilewww.ivymount.org
11614 Seven Locks RoadRockville, MD 20854

(301) 469-0223

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.12x

Higher debt load relative to assets than 45% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.88x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

27th percentile

-3.4%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$127,392

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

312%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$5,494,969

Up $779,852 (+17%) from 2016

Net Assets

Up

$4,812,161

Up $416,706 (+9.5%) from 2016

Liabilities

Up

$682,808

Up $363,146 (+114%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin27th percentile

Revenue

Up

$773,554

Up $585,697 (+312%) from 2016

Expenses

Up

$799,707

Up $457,602 (+134%) from 2016

Net Income

Up

-$26,153

Up $128,095 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $1,729,919Liabilities 2010: $126,132Net Assets 2010: $1,603,7872010Assets 2011: $2,512,248Liabilities 2011: $57,923Net Assets 2011: $2,454,3252011Assets 2012: $2,865,258Liabilities 2012: $431,506Net Assets 2012: $2,433,7522012Assets 2013: $3,677,909Liabilities 2013: $184,291Net Assets 2013: $3,493,6182013Assets 2014: $4,196,229Liabilities 2014: $196,253Net Assets 2014: $3,999,9762014Assets 2015: $4,402,889Liabilities 2015: $104,216Net Assets 2015: $4,298,6732015Assets 2016: $4,715,117Liabilities 2016: $319,662Net Assets 2016: $4,395,4552016Assets 2017: $5,494,969Liabilities 2017: $682,808Net Assets 2017: $4,812,1612017Assets 2018: $6,344,726Liabilities 2018: $561,880Net Assets 2018: $5,782,8462018Assets 2019: $6,936,975Liabilities 2019: $884,558Net Assets 2019: $6,052,4172019Assets 2020: $7,287,617Liabilities 2020: $881,820Net Assets 2020: $6,405,7972020Assets 2021: $8,923,489Liabilities 2021: $825,141Net Assets 2021: $8,098,3482021Assets 2022: $7,467,855Liabilities 2022: $961,157Net Assets 2022: $6,506,6982022Assets 2023: $8,341,400Liabilities 2023: $1,621,776Net Assets 2023: $6,719,6242023Assets 2024: $7,975,033Liabilities 2024: $736,250Net Assets 2024: $7,238,7832024Assets 2025: $8,519,342Liabilities 2025: $1,689,214Net Assets 2025: $6,830,1282025

Highlighted filing

2017

Assets$5,494,969
Liabilities$682,808
Net Assets$4,812,161
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $231,2882010Revenue 2011: $846,747Expenses 2011: $58,247Net Income 2011: $788,5002011Expenses 2012: $485,7072012Expenses 2013: $404,4922013Revenue 2014: $593,106Expenses 2014: $300,028Net Income 2014: $293,0782014Revenue 2015: $794,577Expenses 2015: $342,233Net Income 2015: $452,3442015Revenue 2016: $187,857Expenses 2016: $342,105Net Income 2016: -$154,2482016Revenue 2017: $773,554Expenses 2017: $799,707Net Income 2017: -$26,1532017Revenue 2018: $1,299,335Expenses 2018: $628,432Net Income 2018: $670,9032018Revenue 2019: $836,602Expenses 2019: $820,217Net Income 2019: $16,3852019Revenue 2020: $450,484Expenses 2020: $701,953Net Income 2020: -$251,4692020Revenue 2021: $1,100,426Expenses 2021: $696,026Net Income 2021: $404,4002021Revenue 2022: $1,262,759Expenses 2022: $1,026,341Net Income 2022: $236,4182022Revenue 2023: $746,996Expenses 2023: $868,362Net Income 2023: -$121,3662023Revenue 2024: $1,611,758Expenses 2024: $1,720,639Net Income 2024: -$108,8812024Revenue 2025: $685,142Expenses 2025: $1,326,003Net Income 2025: -$640,8612025

Highlighted filing

2017

Revenue$773,554
Expenses$799,707
Net Income-$26,153
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$2,556,382
Mission and Program Overview

Mission

To provide financial support for the development and delivery of educational, therapeutic, and school related programs that serve students and young adults with intellectual and developmental disabilities and unique learning needs in the Washington, DC metropolitan area.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,447,437$5,193,435▲ $745,998
Cash and Non-Interest-Bearing Accounts$238,815$94,222▼ $144,593
Prepaid Expenses and Deferred Charges$23,590$7,312▼ $16,278
Pledges and Grants Receivable$5,275--
Total Assets$4,715,117$5,494,969▲ $779,852
Other Assets Total-$200,000-
Liabilities
Grants Payable$200,000$475,000▲ $275,000
Other Liabilities$99,606$207,650▲ $108,044
Deferred Revenue$4,582--
Accounts Payable and Accrued Expenses$15,474$158▼ $15,316
Total Liabilities$319,662$682,808▲ $363,146
Net Assets / Fund Balance
Unrestricted Net Assets$2,683,041$2,850,047▲ $167,006
Temporarily Rstr Net Assets$1,712,414$1,962,114▲ $249,700
Total Net Assets Fund Balance$4,395,455$4,812,161▲ $416,706
Total Liabilities and Net Assets / Fund Balance$4,715,117$5,494,969▲ $779,852

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$200,000--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseOtherTotal
Lee-Nadine OppenheimDirector of Finance & Operati$117,120$10,272$127,392

Board Members and Trustees

NameTitle
Joanna SilverPast President
Ken JonesPresident
Meaghan McGrathVice President
Barry FierstDirector
Bernie FogelDirector
J Timothy McCanDirector
Kelly McVearryDirector
Mat AdlerDirector
Matt WatsonDirector
Molly MeeganDirector
Nicole CarrDirector
Robert E WanermanDirector
Janet WintrolCEO
Gary N AikenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Ivymount SchoolManagement11614 Seven Locks Road, Potomac, MD 20854$215,000
Revenue and Support

Revenue Composition

Contributions and Grants
$289,351
Program Service Revenue
$0
Investment Income
$263,436
Other Revenue
$220,767
All Other Contributions
$289,351
Change in Net Assets
$-26,153

Audited Revenue Reconciliation

Revenue per Audited Statements
$731,734
Revenue Not Reported on Financial Statements
$41,820
Revenue Not Reported on Form 990
$442,859
Total Revenue per Audited Statements
$1,174,593
Total Revenue per Form 990
$773,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$475,050
Other Expenses$324,657
Total Fundraising Expense$168,673
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$475,050--$475,050
Fees for Services Management-$49,450$165,550$215,000
Fees for Service Investment Mgmnt Fees-$41,820-$41,820
Fees for Services Other-$32,818-$32,818
Office Expenses-$11,631$489$12,120
Fees for Services Accounting-$10,480-$10,480
Insurance-$3,373-$3,373
Other Expenses-$710$2,634$710
Conferences and Meetings-$621-$621
Travel-$187-$187
Advertising-$175-$175
Total Functional Expenses$475,050$155,984$168,673$799,707

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$799,707
Expenses per Audited Statements$757,887
Total Expenses per Audited Statements$757,887
Expenses Not Reported on Financial Statements$41,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ivymount SchoolPotomac, MD501c3Special Projects Grant$475,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$373,387
Fundraising Direct Expenses$157,580
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$373,387$373,387$157,580$215,807
Total Events$373,387$373,387$157,580$215,807
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$207,650
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Ivymount School, Inc., provides management services such as business, accounting, and marketing for Ivymount Foundation.”

Form 990 governing body review Part VI line 11

“The Treasurer and Management review the IRS Form 990 in detail prior to its filing. A full copy of the IRS Form 990 is made available to the entire Board prior to its filing.”

Conflict of interest policy compliance Part VI 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.”

Governing documents etc available to public Part VI line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ivymount Foundation Inc
EIN
20-1832991
Address
11614 Seven Locks Road, Rockville, MD 20854

Signing Officer

Name
Lee-Nadine Oppenheim
Title
Director of Fin
Phone
3014690223
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary N Aiken
Formed
2004
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
25

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue Suite 317, Bethesda, MD 20814
Preparer
John K Mullins
Phone
2027706371
Supplemental Narrative

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business income tax (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits related to uncertain tax positions identified or recorded as liabilities for the current year.The Organizations policy would be to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business income tax (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits related to uncertain tax positions identified or recorded as liabilities for the current year.The Organizations policy would be to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Communication with board to monitor progress on projects.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,494,969
Liabilities
$682,808
Net assets
$4,812,161
Revenue
$773,554
Expenses
$799,707
Net income
-$26,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.52$1.69$6.83$0.69$1.33$0.64
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.74$7.24$1.61$1.72$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.34$1.62$6.72$0.75$0.87$0.12
2022Detailed filing. Detailed filing data is available for this year.$7.47$0.96$6.51$1.26$1.03$0.24
2021Detailed filing. Detailed filing data is available for this year.$8.92$0.83$8.10$1.10$0.70$0.40
2020Detailed filing. Detailed filing data is available for this year.$7.29$0.88$6.41$0.45$0.70$0.25
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.88$6.05$0.84$0.82$0.02
2018Detailed filing. Detailed filing data is available for this year.$6.34$0.56$5.78$1.30$0.63$0.67
2017Detailed filing. Detailed filing data is available for this year.$5.49$0.68$4.81$0.77$0.80$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.72$0.32$4.40$0.19$0.34$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.10$4.30$0.79$0.34$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.20$4.00$0.59$0.30$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.18$3.49$0.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.43$2.43$0.49
2011Summary only. Only limited summary data is available for this year.$2.51$0.06$2.45$0.85$0.06$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.13$1.60$0.23