2025-09-24T14:30:11-05:00 2024-12-31 210650289 KLATZKIN & COMPANY LLP 1 AAA Drive Bldg 1A Suite 104 HAMILTON NJ 08691 990 2024-01-01 874574251 IVY & SAGE COMPANY IVY& 6095771413 1420 LEE CIRCLE YARDLEY PA 19067 MERYL SPIEWAK PRESIDENT 6095771413 2025-09-24 1 0 Michelle Martin CPA P01269038 6098909189 2024 2025-03-06 01:10:19Z THE PRACTICAL WELLNESS COMPANY MERYL SPIEWAK 1420 LEE CIRCLE YARDLEY PA 19067 397391 0 X IVYANDSAGECOMPANY.COM X 2022 PA Provide access to wellness through holistic care of the mind, body & spirit. 4 4 0 7 0 0 26939 1530 0 0 5565 30306 0 0 32504 31836 0 0 0 0 0 0 0 0 0 36065 41714 36065 41714 -3561 -9878 1202249 1197123 0 0 1202249 1197123 Ivy & Sage Company is a nonprofit organization that is committed to helping individuals and the community access and experience mental, physical and emotional wellness through holistic care of the mind, body and spirit. 0 0 14819 It is our belief that socioeconomic standing should never be a barrier to health, healing or wellness. We have created, and offer at no cost, a variety of programs that blend together holistic healing practices with healthy living strategies that combine to significantly help reduce stress, anxiety and depression symptoms. We also offer a partially subsidized Yoga Teacher Training Program that is certified by the Yoga Alliance. 14819 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA NJ X The Organization 6095771413 1420 LEE CIRCLE YARDLEY PA 19067 X MERYL SPIEWAK PRESIDENT 40.00 X X 0 0 0 ALEXIS LEVY SECRETARY 0.50 X X 0 0 0 MIRIAM YUDILEVICH TREASURER 1.00 X X 0 0 0 CHRISTOPHER BRENNER VICE PRESIDENT 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 1530 1530 19322 19322 376539 365555 10984 10984 10984 31836 0 0 30306 3279 3279 13875 13875 8528 8528 80 80 5 5 12026 12026 212 212 1842 921 921 INTERNET & PHONE SERVIC 1305 1305 MEMBERSHIPS 562 562 41714 14819 26895 0 50214 20952 626481 176010 525554 750161 250000 1202249 1197123 0 0 X 1202249 1197123 1202249 1197123 1202249 1197123 -9878 4752 0 X 0 0 0 X 345 2375 1530 4250 345 2375 1530 4250 0 0 0 4250 61 7000 19322 26383 61 7000 19322 26383 406 9375 20852 30633 X Schedule A, Part VI, List of Unusual Grants: Description: UNRESTRICTED CASH GRANT Date: 12/07/22 Amount: 1203100. Description: UNRESTRICTED CASH GRANT Date: 04/28/23 Amount: 24564. SCHEDULE A, PART III, 2022 COLUMN Ivy & Sage Company was formed on January 22, 2022. Therefore the 2022 column contains information for a short year. 0 American General 3 year market linked CD 125000 C American General 5 year market linked CD 125000 C 250000 Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the governing body, therefore there is no documentation of any such meeting. Form 990, Part VI, Section B, line 11b The 990 is prepared by a public accounting firm. The form is then reviewed in detail by Ivy & Sage's President and Treasurer. Once they are satisfied with the form, it is distributed to the rest of the board. Finally, the form is filed with the IRS. Form 990, Part VI, Section B, line 12c The Organization requires each board member to annually sign a statement which affirms such person: has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities that accomplish one or more of its tax-exempt purposes. Form 990, Part VI, Section B, line 15 The Organization has no compensated employees therefore there is no process for determining compensation. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and internal financial statements available to the public upon request.