THE IVYMOUNT SCHOOL INC Charity Report

Public IRS 990 nonprofit record

THE IVYMOUNT SCHOOL INC

EIN 52-1195527 · Education (B28Z)

What they do

Nonprofit Organization That Provides Educational Programs and Therapeutic Services That Invest In The Abilities of Neurodivergent Children and Young Adults With Unique Learning Needs Including Special Education.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.30 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 leaders16 people are listed in the latest report.

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

Money made simple

90.22%of revenue went to mission work88.3% of expenses · Program services

1.72%of revenue went to fundraising1.7% of expenses

$102.21spent for every $100 of revenueSpending was higher than revenue this year.

10.26%of revenue went to management and office costs10.0% of expenses

$0.73in assets for every $1 spent this yearSome assets cannot be spent right away.

8.7%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 $487,192 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $209,024 for SUSAN HOLT (SCHOOL DIRECTOR AND CEO). 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$22,093,037

Mission workProgram services$19,932,29790.22% of revenue88.3% of expenses

ManagementOffice and general costs$2,267,20310.26% of revenue10.0% of expenses

FundraisingAsking for donations$380,7291.72% of revenue1.7% of expenses

Total expenses$22,580,229102.21% 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: 88.3% mission · 10.0% management · 1.7% fundraisingTotal expenses: 102.21% of revenue

2023Expense mix: 91.2% mission · 5.9% management · 2.9% fundraisingTotal expenses: 102.12% of revenue

2022Expense mix: 90.9% mission · 7.5% management · 1.6% fundraisingTotal expenses: 101.14% of revenue

2021Expense mix: 92.7% mission · 5.5% management · 1.8% fundraisingTotal expenses: 97.89% of revenue

2020Expense mix: 87.1% mission · 10.8% management · 2.1% fundraisingTotal expenses: 88.67% of revenue

2019Expense mix: 87.9% mission · 9.8% management · 2.2% fundraisingTotal expenses: 103.49% of revenue

2018Expense mix: 90.0% mission · 8.8% management · 1.2% fundraisingTotal expenses: 99.95% of revenue

2017Expense mix: 89.6% mission · 6.5% management · 4.0% fundraisingTotal expenses: 100.07% of revenue

Money in and money out

Revenue$22,093,037

Expenses$22,580,229

Annual shortfall $487,192 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)$19,932,297 · 88.3% of expenses

Management and office costs$2,267,203 · 10.0% of expenses

Fundraising$380,729 · 1.7% of expenses

See all reported dollar amounts

Revenue$22,093,037

Expenses$22,580,229

Assets$16,372,673

Income$31,899,328

Contributions$1,917,272

Mission work (program services)$19,932,297

Fundraising$380,729

Grants given$670,000

Average grant$335,000

Management and general$2,267,203

Stocks and bonds$5,633,328

Accounting fees$46,525

Investing fees$35,119

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

SUSAN HOLTSCHOOL DIRECTOR AND CEO · 40 hrs/week $209,024

DESMOND LOWEDIRECTOR OF BUILDING & IT SERVICES · 40 hrs/week $182,961

LEE-NADINE OPPENHEIMDIRECTOR OF FINANCE & OPERATIONS · 40 hrs/week $176,726

KATHRYN QUINNPROGRAM DIRECTOR · 40 hrs/week $167,775

AMANDA CUSTERDIR STAFF SERVICES · 40 hrs/week $154,069

ANN KERNDIRECTOR OF SPEECH & LANGUAGE · 40 hrs/week $136,932

TRACEY WRIGHTDIRECTOR OF COMMUNICATIONS MARKETI · 40 hrs/week $136,438

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 (16)

SUSAN HOLTSCHOOL DIRECTOR AND CEO

DESMOND LOWEDIRECTOR OF BUILDING & IT SERVICES

LEE-NADINE OPPENHEIMDIRECTOR OF FINANCE & OPERATIONS

KATHRYN QUINNPROGRAM DIRECTOR

AMANDA CUSTERDIR STAFF SERVICES

ANN KERNDIRECTOR OF SPEECH & LANGUAGE

TRACEY WRIGHTDIRECTOR OF COMMUNICATIONS MARKETI

ANDREA MULLINSDIRECTOR

DAN HALLPRESIDENT

DENA PATELTREASURER

EUGENIA GUARDIAPARENT REP

JANE STINEPARENT REP

JENNIFER WOLFSHEIMERDIRECTOR

LAUREN ESKOVITZDIRECTOR

MOLLY WHALENDIRECTOR

PAULA PARSONSDIRECTOR

About this charity

Recognized since: January 1980
Location: 11614 Seven Locks Road, Rockville, MD 20854
County: Montgomery
In care of: LEE-NADINE OPPENHEIM
Primary officer: LEE-NADINE OPPENHEIM, Director of Finance & Operations

How to reach them

WebsiteVisit the charity’s website Phone(301) 469-0223

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MULLINS PC
NTEE classification: Education (B28Z)
Grant-giving organization: Yes