Civic Intelligence

Ivymount Foundation Inc

EIN 20-1832991 • 501(c)3 • Rockville, MD

Profile

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.

11614 Seven Locks RoadRockville, MD 20854

www.ivymount.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.19x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

2.17x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$8,519,342

Up $544,309 (+6.8%) from 2024

Liabilities

Up

$1,689,214

Up $952,964 (+129%) from 2024

Net Assets

Down

$6,830,128

Down $408,655 (-5.6%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin15th percentile

Revenue

Down

$685,142

Down $926,616 (-57%) from 2024

Expenses

Down

$1,326,003

Down $394,636 (-23%) from 2024

Net Income

Down

-$640,861

Down $531,980 (-489%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2025

Assets$8,519,342
Liabilities$1,689,214
Net Assets$6,830,128
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$685,142
Expenses$1,326,003
Net Income-$640,861
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,519,342
Liabilities
$1,689,214
Net assets
$6,830,128
Revenue
$685,142
Expenses
$1,326,003
Net income
-$640,861
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 2, 2026
Return Version
2024v5.2
Gross Receipts
$1,899,653
Mission and Program Overview

Mission

To help develop programs for disabled children and young adults throughout the washington, dc metropolitan area, by financially supporting educational, therapeutic, and school-related programs for children with developmental disabilities, learning disabilities, behavioral disorders, autism spectrum disorders, communication disorders, and multiple handicaps.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,849,119$8,466,624▲ $617,505
Cash and Non-Interest-Bearing Accounts$110,727$45,284▼ $65,443
Prepaid Expenses and Deferred Charges$15,187$7,434▼ $7,753
Total Assets$7,975,033$8,519,342▲ $544,309
Liabilities
Other Liabilities$8,869$960,938▲ $952,069
Grants Payable$727,381$727,381→ $0
Accounts Payable and Accrued Expenses-$895-
Total Liabilities$736,250$1,689,214▲ $952,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,663,801$4,585,146▼ $78,655
Net Assets With Donor Restrictions$2,574,982$2,244,982▼ $330,000
Total Net Assets Fund Balance$7,238,783$6,830,128▼ $408,655
Total Liabilities and Net Assets / Fund Balance$7,975,033$8,519,342▲ $544,309
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
Rob WanermanPresident
Jeff FischerVice President
Dena PatelDirector
Ed ClarkeDirector
Eric LeeDirector
Jack BienkoDirector
Maristela MonteiroDirector
Mat AdlerDirector
Mike PratherDirector
Myrna MulhollandDirector
Nick ZemilDirector
Sam NikniaDirector
Sean CoakleyDirector
Lee-Nadine OppenheimDirector of Finance & Operations
Susan HoltCEO
Alex RatnofskySecretary
Gary AikenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,017
Program Service Revenue
$0
Investment Income
$439,125
Other Revenue
$0
All Other Contributions
$246,017
Change in Net Assets
$-640,861

Audited Revenue Reconciliation

Revenue per Audited Statements
$631,844
Revenue Not Reported on Financial Statements
$53,298
Revenue Not Reported on Form 990
$232,206
Total Revenue per Audited Statements
$864,050
Total Revenue per Form 990
$685,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$679,311
Other Expenses$646,692
Total Fundraising Expense$192,029
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$679,311--$679,311
Fees for Services Management-$356,320$167,680$524,000
Fees for Service Investment Mgmnt Fees-$53,298-$53,298
Office Expenses-$9,862$9,181$19,043
Travel-$13,270$3,265$16,535
Fees for Services Accounting-$9,367$4,408$13,775
Other Expenses-$5,060$6,069$5,060
Insurance-$4,688-$4,688
Fees for Services Other-$2,561$1,205$3,766
Advertising-$237$221$458
Total Functional Expenses$679,311$454,663$192,029$1,326,003

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,326,003
Expenses per Audited Statements$1,272,705
Total Expenses per Audited Statements$1,272,705
Expenses Not Reported on Financial Statements$53,298
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ivymount SchoolPotomac, MD501c3Special Projects Grant$675,917
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$960,938
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
In Care Of
% Lee-Nadine Oppenheim
Phone
3014690223
Address
11614 Seven Locks Road, Rockville, MD 20854

Signing Officer

Name
Lee-nadine Oppenheim
Title
Director of Finance & Operations
Phone
3014690223
Signed
2026-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Aiken
Formed
2004
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Financial Statement Notes

Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)

“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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Lee-Nadine Oppenheim
IRS990/Form990PartVIISectionAGrp/PersonNm2Dena Patel
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Prather
IRS990/Form990PartVIISectionAGrp/PersonNm4Sam Niknia
IRS990/Form990PartVIISectionAGrp/PersonNm5Maristela Monteiro
IRS990/Form990PartVIISectionAGrp/PersonNm6Mat Adler
IRS990/Form990PartVIISectionAGrp/PersonNm7Jack Bienko
IRS990/Form990PartVIISectionAGrp/PersonNm8Ed Clarke
IRS990/Form990PartVIISectionAGrp/PersonNm9Nick Zemil
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IRS990/Form990PartVIISectionAGrp/PersonNm11Eric Lee
IRS990/Form990PartVIISectionAGrp/PersonNm12Myrna Mulholland
IRS990/Form990PartVIISectionAGrp/PersonNm13Gary Aiken
IRS990/Form990PartVIISectionAGrp/PersonNm14Rob Wanerman
IRS990/Form990PartVIISectionAGrp/PersonNm15Jeff Fischer
IRS990/Form990PartVIISectionAGrp/PersonNm16Alex Ratnofsky
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director of Finance & Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Ivymount School
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Lee-Nadine Oppenheim
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Susan Holt
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director of Finance & Operations
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CEO

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