THE MCLEAN SCHOOL OF MARYLAND INC Charity Report

Public IRS 990 nonprofit record

THE MCLEAN SCHOOL OF MARYLAND INC

EIN 52-1117092 · Education (B200)

What they do

MCLEAN SCHOOLS SMALL CLASSES and ABILITIES MODEL PREPARE BRIGHT STUDENTS IN KINDERGARTEN THROUGH TWELFTH GRADE, INCLUDING THOSE WITH DYSLEXIA, ANXIETY, and ATTENTION ISSUES, for COLLEGE SUCCESS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

82.16%of revenue went to mission work78.7% of expenses · Program services

2.04%of revenue went to fundraising2.0% of expenses

$104.42spent for every $100 of revenueSpending was higher than revenue this year.

20.21%of revenue went to management and office costs19.4% of expenses

$1.11in assets for every $1 spent this yearSome assets cannot be spent right away.

2.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,357,504 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $367,055 for JEFFREY BERMAN (ASSOCIATE HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$30,699,465

Mission workProgram services$25,223,46282.16% of revenue78.7% of expenses

ManagementOffice and general costs$6,205,74420.21% of revenue19.4% of expenses

FundraisingAsking for donations$627,7632.04% of revenue2.0% of expenses

Total expenses$32,056,969104.42% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.7% mission · 19.4% management · 2.0% fundraisingTotal expenses: 104.42% of revenue

2023Expense mix: 79.7% mission · 18.3% management · 2.0% fundraisingTotal expenses: 99.26% of revenue

2022Expense mix: 80.1% mission · 18.1% management · 1.9% fundraisingTotal expenses: 89.82% of revenue

2021Expense mix: 80.3% mission · 17.6% management · 2.1% fundraisingTotal expenses: 98.63% of revenue

2020Expense mix: 79.4% mission · 18.3% management · 2.4% fundraisingTotal expenses: 94.35% of revenue

2019Expense mix: 79.6% mission · 17.8% management · 2.6% fundraisingTotal expenses: 98.91% of revenue

2018Expense mix: 78.8% mission · 18.4% management · 2.8% fundraisingTotal expenses: 104.34% of revenue

2017Expense mix: 78.8% mission · 20.5% management · 0.7% fundraisingTotal expenses: 103.24% of revenue

Money in and money out

Revenue$30,699,465

Expenses$32,056,969

Annual shortfall $1,357,504 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$25,223,462 · 78.7% of expenses

Management and office costs$6,205,744 · 19.4% of expenses

Fundraising$627,763 · 2.0% of expenses

See all reported dollar amounts

Revenue$30,699,465

Expenses$32,056,969

Assets$35,548,059

Income$40,963,510

Contributions$843,392

Mission work (program services)$25,223,462

Fundraising$627,763

Management and general$6,205,744

Stocks and bonds$9,840,448

Accounting fees$63,613

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEFFREY BERMANASSOCIATE HEAD OF SCHOOL · 38 hrs/week $367,055Base $325,260 · Other $41,795

MELISSA GRAY-HUGHESASSOCIATE HEAD OF SCHOOL · 38 hrs/week $319,680Base $277,652 · Other $42,028

JENNIFER WHICHARDHEAD OF LOWER SCHO · 38 hrs/week $200,196Base $189,765 · Other $10,431

BARRY DAVISHEAD OF SCHOOL · 38 hrs/week $191,500Base $173,225 · Other $18,275

DAVID ROTHHEAD OF MIDDLE SCHOOL · 38 hrs/week $183,005Base $171,212 · Other $11,793

MICHELLE R ELLISDIRECTOR OF DEVELOPMENT · 38 hrs/week $170,874Base $163,507 · Other $7,367

CHAPIN MILLERHEAD OF UPPER SCHOOL · 38 hrs/week $162,409Base $151,264 · Other $11,145

CATHERINE SWIFT PATTERSONDIRECTOR OF ADMISSION · 38 hrs/week $161,242Base $147,192 · Other $14,050

ROBERT A EDWARDSDIRECTOR OF COMMUNITY INCLUSION AND EXTERNAL REALT · 38 hrs/week $153,997Base $145,524 · Other $8,473

DAMON V PERRY IIDIRECTOR OF ATHLETIC DEPARTMENT · 38 hrs/week $135,533Base $124,508 · Other $11,025

NATALIE C STAPERTASST HEAD OF UPPER SCHOOL · 38 hrs/week $130,765Base $120,027 · Other $10,738

MICHELLE LM BELTONDIRECTOR OF DIVERSITY · 38 hrs/week $125,460Base $122,400 · Other $3,060

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

JEFFREY BERMANASSOCIATE HEAD OF SCHOOL

MELISSA GRAY-HUGHESASSOCIATE HEAD OF SCHOOL

JENNIFER WHICHARDHEAD OF LOWER SCHO

BARRY DAVISHEAD OF SCHOOL

DAVID ROTHHEAD OF MIDDLE SCHOOL

MICHELLE R ELLISDIRECTOR OF DEVELOPMENT

CHAPIN MILLERHEAD OF UPPER SCHOOL

CATHERINE SWIFT PATTERSONDIRECTOR OF ADMISSION

ROBERT A EDWARDSDIRECTOR OF COMMUNITY INCLUSION AND EXTERNAL REALT

DAMON V PERRY IIDIRECTOR OF ATHLETIC DEPARTMENT

NATALIE C STAPERTASST HEAD OF UPPER SCHOOL

MICHELLE LM BELTONDIRECTOR OF DIVERSITY

LEAH LARSON-RABINSECRETARY

AARON PERLISBOARD MEMBER

MYA FISHERBOARD MEMBER

BETH ISINGBOARD MEMBER

MEREDITH SHEARSBOARD MEMBER

BRIAN JACOBSONPRESIDENT OF PARENTS ASSOC

MATTHEW MCNALLYBOARD MEMBER

MARY A MURPHYVICE CHAIR

MARK GRANADABOARD MEMBER

DANIEL ROSALES-BERSTEINBOARD MEMBER

JOY RUSSELLBOARD MEMBER

JEREMY DRESNERBOARD MEMBER

CLARE ANDERSONBOARD MEMBER

JENNIFER WALSHBOARD MEMBER

JAMES CIGLIANOCHAIR

GREGORY MALLORYBOARD MEMBER

DONNA OREMBOARD MEMBER

DEV TALVADKARTREASURER

About this charity

Recognized since: January 1978
Location: 8224 LOCHINVER LN, POTOMAC, MD 20854-2744
County: Montgomery
In care of: JEFFREY BERMAN
Primary officer: JEFFREY BERMAN, ASSOCIATE HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Phone(301) 299-8277

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MULLEN SONDBERG WIMBISH & STONE PA
NTEE classification: Education (B200)