Civic Intelligence

The Ivymount Foundation Inc.

990 • Fiscal year 2022 • EIN 20-1832991

Jul 01, 2021 to Jun 30, 2022 • Filed on Mar 27, 2023

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

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.76x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$190,824

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

64th percentile

15%

Faster revenue growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$7,467,855

Down $1,455,634 (-16%) from 2021

Net Assets

Down

$6,506,698

Down $1,591,650 (-20%) from 2021

Liabilities

Up

$961,157

Up $136,016 (+16%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin69th percentile

Revenue

Up

$1,262,759

Up $162,333 (+15%) from 2021

Expenses

Up

$1,026,341

Up $330,315 (+47%) from 2021

Net Income

Down

$236,418

Down $167,982 (-42%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2022

Assets$7,467,855
Liabilities$961,157
Net Assets$6,506,698
Open 2022 Filing

Operations Trend

Revenue Growth64th 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

2022

Revenue$1,262,759
Expenses$1,026,341
Net Income$236,418
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 27, 2023
Return Version
2021v4.2
Gross Receipts
$3,358,491
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 children and young adults with disabilities 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$8,729,563$7,224,695▼ $1,504,868
Cash and Non-Interest-Bearing Accounts$184,899$199,081▲ $14,182
Prepaid Expenses and Deferred Charges$9,027$44,079▲ $35,052
Total Assets$8,923,489$7,467,855▼ $1,455,634
Liabilities
Other Liabilities$487,403$691,894▲ $204,491
Grants Payable$312,026$215,881▼ $96,145
Accounts Payable and Accrued Expenses$962$28,632▲ $27,670
Deferred Revenue$24,750$24,750→ $0
Total Liabilities$825,141$961,157▲ $136,016
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,998,746$4,171,599▼ $1,827,147
Net Assets With Donor Restrictions$2,099,602$2,335,099▲ $235,497
Total Net Assets Fund Balance$8,098,348$6,506,698▼ $1,591,650
Total Liabilities and Net Assets / Fund Balance$8,923,489$7,467,855▼ $1,455,634
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Lee-Nadine OppenheimDirector of Finance & Operati$159,128$159,128

Board Members and Trustees

NameTitle
Rick GerstenPresident
Rob WanermanVice President
Allyson McMahonDirector
Amy RaskinDirector
Bobby RassuliDirector
Brent PolkesDirector
Dean HalsteadDirector
Deborah EllickDirector
Don KochDirector
Eric LancasterDirector
Gary AikenDirector
Jack BienkoDirector
Jim PopeDirector
Katie BucklewDirector
Mat AdlerDirector
Matt WeirichDirector
Myrna MulhollandDirector
Regina BarryDirector
Sam NikniaDirector
Lee-Nadine OppenheimDirector of Finance & Operations
Susan HoltCEO
Laura DuveliusChief Development Officer
Dr Harvey SternSecretary
Matt WatsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$688,148
Program Service Revenue
$0
Investment Income
$574,611
Other Revenue
$0
All Other Contributions
$688,148
Change in Net Assets
$236,418

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,205,982
Revenue Not Reported on Financial Statements
$56,777
Revenue Not Reported on Form 990
$-1,828,068
Total Revenue per Audited Statements
$-622,086
Total Revenue per Form 990
$1,262,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$570,741
Other Expenses$455,600
Total Fundraising Expense$140,932
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$570,741--$570,741
Fees for Services Management$92,880$137,600$113,520$344,000
Fees for Service Investment Mgmnt Fees-$56,777-$56,777
Fees for Services Other$6,915$6,580$5,887$19,382
Travel$2,772$4,691$7,148$14,611
Advertising$1,246$184$11,863$13,293
Insurance$1,303$1,599$1,304$4,206
Other Expenses$530$756$605$1,891
Office Expenses$-334$1,169$605$1,440
Total Functional Expenses$676,053$209,356$140,932$1,026,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,026,341
Expenses per Audited Statements$969,564
Total Expenses per Audited Statements$969,564
Expenses Not Reported on Financial Statements$56,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ivymount SchoolPotomac, MD501c3Special Projects Grant$568,629
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$691,894
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 35% controlled entity
No
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
2023-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Watson
Formed
2004
Legal Domicile
Md
Voting Board Members
22
Independent Board Members
21
Employees
0

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John 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 taxpositions 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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IRS990/Form990PartVIISectionAGrp/PersonNm12Mat Adler
IRS990/Form990PartVIISectionAGrp/PersonNm13Katie Bucklew
IRS990/Form990PartVIISectionAGrp/PersonNm14Dean Halstead
IRS990/Form990PartVIISectionAGrp/PersonNm15Gary Aiken
IRS990/Form990PartVIISectionAGrp/PersonNm16Dr Harvey Stern
IRS990/Form990PartVIISectionAGrp/PersonNm17Brent Polkes
IRS990/Form990PartVIISectionAGrp/PersonNm18Allyson McMahon
IRS990/Form990PartVIISectionAGrp/PersonNm19Jim Pope
IRS990/Form990PartVIISectionAGrp/PersonNm20Rob Wanerman
IRS990/Form990PartVIISectionAGrp/PersonNm21Myrna Mulholland
IRS990/Form990PartVIISectionAGrp/PersonNm22Rick Gersten
IRS990/Form990PartVIISectionAGrp/PersonNm23Matt Watson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Finance & Operati
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22President
IRS990/Form990PartVIISectionAGrp/TitleTxt23Treasurer
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,467,855
Liabilities
$961,157
Net assets
$6,506,698
Revenue
$1,262,759
Expenses
$1,026,341
Net income
$236,418
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
Peer Organizations

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