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Nonprofit · EIN 52-1195527

IVYMOUNT SCHOOL INC

Tax-exempt · ROCKVILLE, MD 20854

Financials

$19.3M$19.5M2022$20.3M$20.7M2023$22.1M$22.6M2024
Revenue Expenses · by fiscal year end
Financials of IVYMOUNT SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$22,093,037$22,580,229-$487,192$16,372,673$2,661,397$13,711,276
June 30, 2024990$20,270,362$20,699,300-$428,938$16,762,967$2,746,162$14,016,805
June 30, 2023990$19,305,416$19,524,930-$219,514$17,456,488$3,546,209$13,910,279
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,917,272
of which government grants
$299,938
Program service revenue
$18,946,278
Investment income
$306,697
Net gain from sales of assets
$157,686
Other revenue
$922,790

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$385,750
Other salaries and wages
$15,603,603
Salaries, compensation and benefits (total)
$19,266,818
Professional fundraising fees
$0
Accounting fees
$46,525
Occupancy
$1,067,729
Travel
$71,910
Depreciation
$677,271
Program services (functional)
$19,932,297
Management and general (functional)
$2,267,203
Fundraising (functional)
$380,729

Balance sheet and other

Total assets, start of year
$16,762,967
Total assets, end of year
$16,372,673
Total liabilities, end of year
$2,661,397
Net assets, end of year
$13,711,276
Land, buildings and equipment
$5,606,190
Publicly traded securities
$5,633,328
Net assets without donor restrictions
$12,876,958
Net assets with donor restrictions
$834,318
Gross receipts
$31,899,328
Employees
344
Volunteers
40
Year formed
1980
State of legal domicile
MD

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Susan HoltSchool Director and CEO
Trustee or director, Officer
40$209,024
Desmond LoweDirector of Building & IT Services
Highest-paid employee
40$182,961
Lee-Nadine OppenheimDirector of Finance & Operations
Officer
40$176,726
Kathryn QuinnProgram Director
Highest-paid employee
40$167,775
Amanda CusterDir Staff Services
Highest-paid employee
40$154,069
Ann KernDirector of Speech & Language
Highest-paid employee
40$136,932
Tracey WrightDirector of Communications Marketi
Highest-paid employee
40$136,438
Paula ParsonsDirector
Trustee or director
2$0
Molly WhalenDirector
Trustee or director
2$0
Andrea MullinsDirector
Trustee or director
2$0
Lauren EskovitzDirector
Trustee or director
2$0
Jennifer WolfsheimerDirector
Trustee or director
2$0
Eugenia GuardiaParent Rep
Trustee or director
2$0
Jane StineParent Rep
Trustee or director
2$0
Dan HallPresident
Trustee or director, Officer
2$0
1 more people on this return
NameTitleHours / weekCompensation
Dena PatelTreasurer
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensation
Susan HoltSchool Director and CEO
Trustee or director, Officer
40$183,038
Lee-Nadine OppenheimDirector of Finance & Operati
Officer
40$169,346
Christina BrodrickDirector of Organization Mgmt
Highest-paid employee
40$165,332
Desmond LoweDirector of Building & IT Ser
Highest-paid employee
40$149,818
Kathryn QuinnProgram Director
Highest-paid employee
40$142,049
Amanda CusterDir Staff Services
Highest-paid employee
40$131,215
Ann KernDirector of Speech & Language
Highest-paid employee
40$129,275
Eugenia GuardiaParent Rep
Trustee or director
2$0
Jonathan PenneyDirector
Trustee or director
2$0
Myrna MulhollandDirector
Trustee or director
2$0
Paula ParsonsDirector
Trustee or director
2$0
Lauren EskovitzDirector
Trustee or director
2$0
Andrea MullinsDirector
Trustee or director
2$0
Dena PatelTreasurer
Trustee or director, Officer
2$0
Dan HallPresident
Trustee or director, Officer
2$0
990 for the year ended June 30, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
Susan HoltSchool Director and CEO
Trustee or director, Officer
40$186,137$35,759
Lee-Nadine OppenheimDirector of Finance & Operati
Officer
40$154,441$43,206
Desmond LoweDirector of Building & IT Ser
Highest-paid employee
40$158,958$20,455
Ann KernDirector of Speech & Language
Highest-paid employee
40$129,550$24,250
Amanda CusterDir Staff Services
Highest-paid employee
40$130,058$20,750
Christina BrodrickDirector of Organization Mgmt
Highest-paid employee
40$147,896$2,400
Jennifer EngelDir Maddux School
Highest-paid employee
40$123,934$20,980
Jennifer KampfProgram Director
Trustee or director
40$116,109$28,237
Laura DuveliusChief Development Officer
Key employee
40$70,980$7,400
Andrea MullinsDirector
Trustee or director
2$60,172$6,686
Lauren EskovitzDirector
Trustee or director
2$0$0
Paula ParsonsDirector
Trustee or director
2$0$0
Matt BradyStaff Rep
Trustee or director
2$0$0
Jennifer BerzokParent Rep
Trustee or director
2$0$0
Myrna MulhollandDirector
Trustee or director
2$0$0
Gary AikenDirector
Trustee or director
2$0$0
Dan HallPresident
Trustee or director, Officer
2$0$0
Jeff FischerTreasurer
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
11614 SEVEN LOCKS RD, ROCKVILLE, MD 20854-3261
In care of
% LEE-NADINE OPPENHEIM
Principal officer (990 for 2024)
Lee-Nadine Oppenheim, 11614 Seven Locks Road, Rockville, MD 20854
Signed the 990
LEE-NADINE OPPENHEIM, Director of Finance & Operations
Phone
(301) 469-0223
Return prepared by
Mullins PC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • Aspire Secondary Program Ivymount School, a nonprofit special education school, offers the Aspire Secondary program, which provides a diploma track for grades 9-12 and a certificate track for ages 14-21. Students are assigned to classroom models based on their individual learning needs. The school offers individualized, evidence-based services through partnerships with school team members, local education agencies, students, and their families, aiming to help each student achieve their highest level of development.
    Expenses $7,113,376 · revenue $7,021,826
  • Endeavors School Program - Ivymount School, a nonprofit special education school, offers the Endeavors program which serves students from kindergarten through age 21. They offer educational and intervention services for students with autism and their families, using evidence-based procedures like applied behavior analysis. The program focuses on teaching students to function independently in various settings and prioritizes parent involvement and students quality of life.
    Expenses $5,856,581 · revenue $5,756,396
  • Elementary - Ivymount School, a nonprofit special education school, provides the Aspire Elementary/Middle program, which serves students from kindergarten through grade 8. Students are assigned to classroom models based on their individual learning needs. The school offers individualized, evidence-based services through partnerships with school team members, local education agencies, students, and their families, aiming to help each student achieve their highest level of development.
    Expenses $4,465,077 · revenue $4,540,430
  • The Maddux School is a private, general-education day school offering small, structured classes with specialized social and language supports for children in pre-kindergarten through second grade. The goal is to nurture a love of learning by teaching children how to learn. Through individualized and differentiated instruction, Maddux maintains high academic standards while addressing social challenges, learning differences, and self-esteem concerns. Social learning is embedded in all activities throughout the day and across core subjects like math, language arts, and science, as well as specials such as art, music, and technology.
    Expenses $2,112,073 · revenue $1,597,120
  • Other Services
    Expenses $262,186 · revenue $6,545
  • ProjectSEARCH is a unique one-year school-to-work program designed to help young adults with significant disabilities transition from school to a productive adult life. The program takes place entirely in the workplace, combining classroom instruction, career exploration, and on-the-job training through worksite rotations or internships. It includes extensive training, innovative adaptations, long-term job coaching, and continuous feedback from teachers, job coaches, and employers.
    Expenses $123,004 · revenue $23,961

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
52-1195527
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B28Z)
Assets (IRS master file)
$16,372,673
Income (IRS master file)
$31,899,328

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$22,093,037$22,580,229$16,372,673XML
990June 2024$20,270,362$20,699,300$16,762,967XML
990June 2023$19,305,416$19,524,930$17,456,488XML
990June 2022$19,214,475$18,809,281$17,009,081IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1195527).

Questions about IVYMOUNT SCHOOL INC

What is the EIN of IVYMOUNT SCHOOL INC?
The employer identification number (EIN) of IVYMOUNT SCHOOL INC is 52-1195527.
Is IVYMOUNT SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to IVYMOUNT SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does IVYMOUNT SCHOOL INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of IVYMOUNT SCHOOL INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IVYMOUNT SCHOOL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of IVYMOUNT SCHOOL INC?
The 990 for the year ended June 30, 2025 names Lee-Nadine Oppenheim.
Who are the officers and directors of IVYMOUNT SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 16 people; 7 received compensation from the organization, the highest $209,024 (Susan Holt, School Director and CEO).
How much revenue does IVYMOUNT SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $22,093,037, expenses of $22,580,229 and total assets of $16,372,673 at year end.

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