IVYMOUNT OUTREACH PROGRAMS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IVYMOUNT OUTREACH PROGRAMS INC (EIN 20-1833005)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-20
- IRS object ID
- 202010809349301001
- Schema version
- 2018v3.1
- 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) |
|---|---|---|
| Return | 2020-03-20T09:00:57-04:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474306215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mullins PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 Wisconsin Avenue | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201833005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ivymount Outreach Programs Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IVYM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11614 Seven Locks Road | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lee-Nadine Oppenheim | PersonNm |
| Person Title | Director of Fin | PersonTitleTxt |
| Phone | 3014690223 | PhoneNum |
| Signature | 2020-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John K Mullins | PreparerPersonNm |
| PTIN | P01429307 | PTIN |
| Phone | 2027706371 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.87.165.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-20 | IPDt |
| IP Tm | 09:18:02 | IPTm |
| Federal Original Submission Id | 7808122020080fkagmks | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-03-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1B60FC6DCC588F6DEE433F7374BAB5DEB64CDD93 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1B60FC6DCC588F6DEE433F7374BAB5DEB64CDD93 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lee-Nadine Oppenheim | PrincipalOfficerNm |
| Gross Receipts | $904,476 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ivymount.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | To provide programs and therapies to children, young adults, families, schools and organizations in the Washington DC metropolitan area. Outreach is open to families, schools and organizations throughout the Washington DC metropolitan area. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $192,727 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,454 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $654,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $892,022 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $846,754 | PYTotalRevenueAmt |
| CY Total Revenue | $904,476 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,902 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $551,275 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $790,806 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,076 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $262,170 | PYOtherExpensesAmt |
| CY Other Expenses | $241,830 | CYOtherExpensesAmt |
| PY Total Expenses | $821,347 | PYTotalExpensesAmt |
| CY Total Expenses | $1,032,636 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,407 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,160 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $562,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $484,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $220,006 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $269,828 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $342,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $214,662 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide programs and therapies to children, young adults, families, schools and organizations in the Washington DC metropolitan area. Outreach is open to families, schools and organizations throughout the Washington DC metropolitan area. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $260,894 | ExpenseAmt |
| Revenue | $261,091 | RevenueAmt |
| Desc | Outreach provides recreational and educational programs for individuals with Autism, ADHD, Executive Function disorders, and other developmental disabilities in the Washington, DC area. Services are provided at the Ivymount campus afterschool and weekends. The mission is to bring the excellence of the Ivymount School to the community; most programs have been developed or piloted at Ivymount School. Parent education groups are also provided to supplement many of the educational groups. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,094 | ExpenseAmt |
| Revenue | $204,792 | RevenueAmt |
| Desc | Outreach supports individuals and their families in home and community settings. Services are initiated upon a referral from a parent or professional and are individualized to meet the needs of each individual and family. Outreach provides evidence-based practices in the field of applied behavior analysis including assessment, treatment, recommendations, and ongoing consultation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $182,620 | ExpenseAmt |
| Revenue | $223,957 | RevenueAmt |
| Desc | Outreach offers a variety of trainings and individualized consultation services to organizations, agencies, schools and professionals using evidence-based practices. All services are individualized based on the needs of our clients while capitalizing on the expertise of Ivymount Staff. Services are provided at the Ivymount Campus or at the clients location. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $172,230 | $195,950 | The Ivymount Endeavors Early Childhood Clinic (ECC) is a comprehensive applied behavior analysis program for clients ages 2 to 5 years old. The ECC provides high quality services to individuals with an autism diagnosis using evidence-based practices to target individual needs in the areas of communication, preschool readiness, self-care and play skills. |
| $131,422 | $5,008 | The overall goal of this department is dissemination of curricula, tools, expertise and research developed within the Ivymount School and The Maddux School. Outreach also hosts the Ivymount Marketplace, which is an online store currently selling products created by students (e.g. dog biscuits, soap). The purpose of the Ivymount Marketplace is to provide students with an opportunity to learn small business skills, express themselves creatively, and expose them to a work-like environment and responsibilities. |
| $1,224 | ProjectSEARCH is a unique one-year school-to-work program to help young adults with significant disabilities make successful transitions from school to a productive adult life. ProjectSEARCH occurs entirely in the workplace. The Ivymount ProjectSEARCH programs are a hybrid model combining students from the Ivymount School to Work model and young adults who are clients receiving support from Seeking Equality, Empowerment, and Community for People with Developmental Disabilities (SEEC). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $303,652 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $202,182 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $933,260 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Organization | PersonNm |
| Phone | 3014690223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11614 Seven Locks Road | AddressLine1Txt |
| City | Rockville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Patricia Berl | ||||||||
| President | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Keith Danos | ||||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ryan Perraut | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Susan Holt | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | $0 | $161,304 | $9,134 | Yes (X) | |
| Tracy Schmaler | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Laura Augustin | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maristela Monteiro | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Lance Clawson | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lee-Nadine Oppenheim | ||||||||
| Director of Finance & Operati | 2.00 | 0.00 | Yes (X) | $0 | $131,899 | $3,246 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $293,203 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,380 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $12,454 | AllOtherContributionsAmt |
| Total Contributions | $12,454 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Therapy Service Fees | 900099 | $202,815 | $202,815 |
| Registration Fees | 900099 | $261,091 | $261,091 |
| Professional Services | 900099 | $215,225 | $215,225 |
| Tuition and Fees | 900099 | $197,174 | $197,174 |
| Resource Fair | 900099 | $10,709 | $10,709 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,008 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $892,022 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $904,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $892,022 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,009 | TotalAmt |
| Program Services | $649,925 | ProgramServicesAmt |
| Management And General | $32,084 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,027 | TotalAmt |
| Program Services | $49,825 | ProgramServicesAmt |
| Management And General | $4,202 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,770 | TotalAmt |
| Program Services | $52,138 | ProgramServicesAmt |
| Management And General | $2,632 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Management And General | $48,124 | ManagementAndGeneralAmt |
| Fundraising | $6,876 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336 | TotalAmt |
| Program Services | $1,336 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600 | TotalAmt |
| Program Services | $5,264 | ProgramServicesAmt |
| Management And General | $336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,503 | TotalAmt |
| Program Services | $10,503 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,623 | TotalAmt |
| Program Services | $62,413 | ProgramServicesAmt |
| Management And General | $210 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,194 | TotalAmt |
| Program Services | $38,768 | ProgramServicesAmt |
| Management And General | $1,226 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549 | TotalAmt |
| Program Services | $519 | ProgramServicesAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,593 | TotalAmt |
| Program Services | $39,501 | ProgramServicesAmt |
| Management And General | $92 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,902 | TotalAmt |
| Program Services | $2,902 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,958 | TotalAmt |
| Program Services | $4,913 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866 | TotalAmt |
| Program Services | $866 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,706 | TotalAmt |
| Program Services | $14,387 | ProgramServicesAmt |
| Management And General | $3,319 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,636 | TotalAmt |
| Program Services | $933,260 | ProgramServicesAmt |
| Management And General | $92,300 | ManagementAndGeneralAmt |
| Fundraising | $7,076 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,754 | BOYAmt |
| EOY | $234,358 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $160,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,311 | BOYAmt |
| EOY | $80,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,597 | BOYAmt |
| EOY | $8,101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,300 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166 | BOYAmt |
| EOY | $1,299 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,828 | BOYAmt |
| EOY | $484,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,093 | BOYAmt |
| EOY | $30,321 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,033 | BOYAmt |
| EOY | $67,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,880 | BOYAmt |
| EOY | $171,979 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,006 | BOYAmt |
| EOY | $269,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,825 | BOYAmt |
| EOY | $68,779 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,997 | BOYAmt |
| EOY | $145,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,822 | BOYAmt |
| EOY | $214,662 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,828 | BOYAmt |
| EOY | $484,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$128,160 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,454 | CurrentTaxYearAmt |
| Total | $463,895 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $898,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $944,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $731,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $645,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $892,022 | CurrentTaxYearAmt |
| Total | $4,111,823 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $947,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $974,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $910,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $838,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $904,476 | CurrentTaxYearAmt |
| Total | $4,575,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,575,718 | PublicSupportTotal509Amt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,600 | CurrentTaxYearMinus1YearAmt |
| Total | $8,600 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $947,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $974,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $910,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $846,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $904,476 | CurrentTaxYearAmt |
| Total | $4,584,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99810 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,300 | DepreciationAmt |
| Book Value | $1,299 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,299 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliates | Desc |
| Amt | $171,979 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $171,979 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $904,476 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $904,476 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $904,476 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,032,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,032,636 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,032,636 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Holt | PersonNm |
| Title | CEO | TitleTxt |
| Compensation Based On Rltd Orgs | $149,699 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $6,300 | BonusRelatedOrganizationsAmt |
| Other Compensation Rltd Orgs | $5,305 | OtherCompensationRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $9,134 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $170,438 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Management duties delegation Part VI line 3 | Ivymount School, Inc. provides management services such as business, accounting, and marketing for Ivymount Outreach Programs, Inc. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ivymount Corporation | |||||||||||
| 11614 Seven Locks Road | Potomac | MD | 20854 | 463890812 | Supporting Organization | MD | 501c3 | 12c | N/A | false | |
| The Ivymount School Inc | |||||||||||
| 11614 Seven Locks Road | Potomac | MD | 20854 | 521195527 | School | MD | 501c3 | 2 | Yes (true) | Ivymount Corporation | |
| Ivymount Foundation Inc | |||||||||||
| 11614 Seven Locks Road | Potomac | MD | 20854 | 201832991 | Supporting Organization | MD | 501c3 | 7 | N/A | false | |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Ivymount School Inc | ||
| k | $37,679 | FMV |
| The Ivymount School Inc | ||
| m | $55,000 | FMV |
| Ivymount Foundation Inc | ||
| c | $10,050 | FMV |
| The Ivymount School Inc | ||
| m | $234,150 | FMV |
| The Ivymount School Inc | ||
| q | $21,350 | FMV |