Civic Intelligence

Ivymount Outreach Programs Inc.

990 • Fiscal year 2018 • EIN 20-1833005

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 05, 2018

Organization Profilewww.ivymount.org
11614 Seven Locks RoadRockville, MD 20854

(301) 469-0223

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.39x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$166,855

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

88th percentile

48%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-7.0%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$562,828

Up $182,597 (+48%) from 2017

Net Assets

Up

$342,822

Up $25,407 (+8.0%) from 2017

Liabilities

Up

$220,006

Up $157,190 (+250%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin49th percentile

Revenue

Down

$846,754

Down $64,097 (-7.0%) from 2017

Expenses

Down

$821,347

Down $147,489 (-15%) from 2017

Net Income

Up

$25,407

Up $83,392 (+144%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $152,231Liabilities 2010: $88,212Net Assets 2010: $64,0192010Assets 2011: $108,803Liabilities 2011: $9,772Net Assets 2011: $99,0312011Assets 2012: $293,602Liabilities 2012: $14,424Net Assets 2012: $279,1782012Assets 2013: $388,406Liabilities 2013: $69,176Net Assets 2013: $319,2302013Assets 2014: $405,205Liabilities 2014: $101,907Net Assets 2014: $303,2982014Assets 2015: $508,771Liabilities 2015: $166,228Net Assets 2015: $342,5432015Assets 2016: $611,779Liabilities 2016: $236,379Net Assets 2016: $375,4002016Assets 2017: $380,231Liabilities 2017: $62,816Net Assets 2017: $317,4152017Assets 2018: $562,828Liabilities 2018: $220,006Net Assets 2018: $342,8222018Assets 2019: $484,490Liabilities 2019: $269,828Net Assets 2019: $214,6622019Assets 2020: $497,767Liabilities 2020: $436,597Net Assets 2020: $61,1702020Assets 2021: $470,091Liabilities 2021: $369,834Net Assets 2021: $100,2572021Assets 2022: $339,700Liabilities 2022: $147,269Net Assets 2022: $192,4312022Assets 2023: $301,908Liabilities 2023: $148,078Net Assets 2023: $153,8302023Assets 2024: $574,348Liabilities 2024: $458,062Net Assets 2024: $116,2862024Assets 2025: $420,179Liabilities 2025: $115,453Net Assets 2025: $304,7262025

Highlighted filing

2018

Assets$562,828
Liabilities$220,006
Net Assets$342,822
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $405,2122010Revenue 2011: $268,331Expenses 2011: $233,319Net Income 2011: $35,0122011Expenses 2012: $344,6532012Expenses 2013: $688,1342013Revenue 2014: $858,958Expenses 2014: $874,890Net Income 2014: -$15,9322014Revenue 2015: $947,605Expenses 2015: $908,360Net Income 2015: $39,2452015Revenue 2016: $974,632Expenses 2016: $941,775Net Income 2016: $32,8572016Revenue 2017: $910,851Expenses 2017: $968,836Net Income 2017: -$57,9852017Revenue 2018: $846,754Expenses 2018: $821,347Net Income 2018: $25,4072018Revenue 2019: $904,476Expenses 2019: $1,032,636Net Income 2019: -$128,1602019Revenue 2020: $951,950Expenses 2020: $1,105,442Net Income 2020: -$153,4922020Revenue 2021: $1,099,741Expenses 2021: $1,060,654Net Income 2021: $39,0872021Revenue 2022: $775,339Expenses 2022: $683,165Net Income 2022: $92,1742022Revenue 2023: $721,068Expenses 2023: $759,669Net Income 2023: -$38,6012023Revenue 2024: $738,509Expenses 2024: $776,053Net Income 2024: -$37,5442024Revenue 2025: $1,009,465Expenses 2025: $821,025Net Income 2025: $188,4402025

Highlighted filing

2018

Revenue$846,754
Expenses$821,347
Net Income$25,407
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 5, 2018
Return Version
2017v2.2
Gross Receipts
$846,754
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$284,707$365,754▲ $81,047
Pledges and Grants Receivable-$150,000-
Accounts Receivable$78,619$32,311▼ $46,308
Prepaid Expenses and Deferred Charges$16,905$12,597▼ $4,308
Land, Buildings, and Equipment, Net-$2,166-
Total Assets$384,561$562,828▲ $178,267
Other Assets Total$4,330--
Liabilities
Other Liabilities$529$168,880▲ $168,351
Accounts Payable and Accrued Expenses$22,208$30,093▲ $7,885
Deferred Revenue$44,409$21,033▼ $23,376
Total Liabilities$67,146$220,006▲ $152,860
Net Assets / Fund Balance
Unrestricted Net Assets$309,635$342,822▲ $33,187
Temporarily Rstr Net Assets$7,780--
Total Net Assets Fund Balance$317,415$342,822▲ $25,407
Total Liabilities and Net Assets / Fund Balance$384,561$562,828▲ $178,267

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,166$433$2,599
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Lee-Nadine OppenheimDirector of Finance & Operati$123,770$123,770

Board Members and Trustees

NameTitle
Patricia BerlPresident
Carol BindemanDirector
Molly MeeganDirector
Susan HoltDirector
Tracy SchmalerDirector
Janet WintrolCEO
Ryan PerrautSecretary
Keith DanosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,727
Program Service Revenue
$654,027
Investment Income
$0
Other Revenue
$0
All Other Contributions
$192,727
Change in Net Assets
$25,407

Audited Revenue Reconciliation

Revenue per Audited Statements
$846,754
Total Revenue per Audited Statements
$846,754
Total Revenue per Form 990
$846,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$551,275
Other Expenses$262,170
Grants and Similar Amounts Paid$7,902
Total Fundraising Expense$253
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$463,344$23,578-$486,922
Fees for Services Other$85,953--$85,953
Payroll Taxes$59,463$4,483-$63,946
Fees for Services Management-$50,000-$50,000
Other Expenses$32,943$44$95$32,943
Fees for Services Accounting$19,896--$19,896
Office Expenses$13,772-$158$13,930
Occupancy$10,000--$10,000
Grants to Domestic Orgs$7,902--$7,902
Advertising$5,859--$5,859
Travel$4,741--$4,741
Conferences and Meetings$798--$798
Depreciation Depletion$434--$434
Other Employee Benefits$407--$407
Total Functional Expenses$742,989$78,105$253$821,347

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$821,347
Total Expenses per Audited Statements$821,347
Total Expenses per Form 990$821,347
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Ivymount School IncPotomac, MD501c3Project SEARCH$7,902
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$168,880
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 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 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.”

Filing and Contact Details

Filer

Filer Name
Ivymount Outreach Programs Inc
EIN
20-1833005
Address
11614 Seven Locks Road, Rockville, MD 20854

Signing Officer

Name
Lee-Nadine Oppenheim
Title
Director of Fin
Phone
3014690223
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee-Nadine Oppenheim
Formed
2004
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
7
Employees
92
Volunteers
10

Preparer

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

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Direct Service Providers: $84,257 (Program)Other: $1,696 (Program)”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“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/PrincipalOfficerNm0Lee-Nadine Oppenheim
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0Therapy Service Fees
IRS990/ProgramServiceRevenueGrp/Desc1Registration Fees
IRS990/ProgramServiceRevenueGrp/Desc2Professional Services
IRS990/ProgramServiceRevenueGrp/Desc3Project Search
IRS990/ProgramServiceRevenueGrp/Desc4Resource Fair
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IRS990/ProgSrvcAccomActy2Grp/Desc0Recreational Programs: Camp Live Out Loud (LOL) is a Saturday morning program serving youth and young adults ages 8 - 30 of all ability levels and is designed to target and build skills in the areas of self- awareness and expression, autonomy, emotional regulation, optimism, social/peer relationships and community involvement.Girls Club - focuses on friendships and developing a sense of style in fashion, music/media, and different interests.Ivymount Arts & Athletics Program - provides mainstream extracurricular activity programs for students of all abilities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0169758
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0147610
IRS990/ProgSrvcAccomActy3Grp/Desc0Education programs: Unstuck and On Target! - The Unstuck and On Target! Saturday program is an intensive executive function and social intervention learning experience for the entire family.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0141427
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0121783
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other programs that provide programs and therapies to children, young adults, families, schools and organizations in the Washington DC metropolitan area.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0126115
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0846754
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0433
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0168880
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/RevenueSubtotalAmt0846754
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/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02166
IRS990ScheduleD/TotalExpensesPerForm990Amt0821347
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07902
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Project SEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Ivymount School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0521195527
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011614 Seven Locks Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Potomac
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020854
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt08387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt11798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Susan Holt
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Janet Wintrol
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CEO
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1166855
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ivymount School, Inc. provides management services such as business, accounting, and marketing for Ivymount Outreach Programs, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2If 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Direct Service Providers: $84,257 (Program)Other: $1,696 (Program)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Ivymount Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1Ivymount Corporation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$562,828
Liabilities
$220,006
Net assets
$342,822
Revenue
$846,754
Expenses
$821,347
Net income
$25,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.42$0.12$0.30$1.01$0.82$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.57$0.46$0.12$0.74$0.78$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.15$0.15$0.72$0.76$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.15$0.19$0.78$0.68$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.37$0.10$1.10$1.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.44$0.06$0.95$1.11$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.27$0.21$0.90$1.03$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.22$0.34$0.85$0.82$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.06$0.32$0.91$0.97$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.24$0.38$0.97$0.94$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.17$0.34$0.95$0.91$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.10$0.30$0.86$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.07$0.32$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.01$0.28$0.34
2011Summary only. Only limited summary data is available for this year.$0.11$0.01$0.10$0.27$0.23$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.09$0.06$0.41