Nonprofit · EIN 53-0196507
HOLTON-ARMS SCHOOL INC
Tax-exempt · BETHESDA, MD 20817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $47,438,014 | $46,722,557 | $715,457 | $152,171,128 | $58,706,863 | $93,464,265 |
| June 30, 2024 | 990 | $45,871,788 | $44,747,979 | $1,123,809 | $147,765,104 | $59,156,433 | $88,608,671 |
| June 30, 2023 | 990 | $46,133,108 | $41,823,420 | $4,309,688 | $137,236,028 | $54,464,300 | $82,771,728 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,508,272
- Program service revenue
- $41,733,588
- Investment income
- $2,913,927
- Net rental income
- $272,831
- Net gain from sales of assets
- $775,488
- Net income from fundraising events
- -$2,610
- Net income from sales of inventory
- $12,006
- Other revenue
- $282,227
Expenses
- Grants and similar amounts paid
- $4,952,235
- Compensation of officers, directors and key employees
- $1,234,035
- Other salaries and wages
- $21,166,018
- Salaries, compensation and benefits (total)
- $27,707,784
- Professional fundraising fees
- $0
- Legal fees
- $366,860
- Accounting fees
- $42,533
- Occupancy
- $2,412,624
- Travel
- $184,112
- Depreciation
- $2,584,772
- Program services (functional)
- $36,355,889
- Management and general (functional)
- $8,150,851
- Fundraising (functional)
- $2,215,817
Balance sheet and other
- Total assets, start of year
- $147,765,104
- Total assets, end of year
- $152,171,128
- Total liabilities, end of year
- $58,706,863
- Net assets, end of year
- $93,464,265
- Land, buildings and equipment
- $47,791,361
- Publicly traded securities
- $62,502,009
- Net assets without donor restrictions
- $70,464,901
- Net assets with donor restrictions
- $22,999,364
- Gross receipts
- $62,560,836
- Employees
- 568
- Volunteers
- 250
- Year formed
- 1964
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY EVINS | HEAD OF SCHOOL Officer | 40 | $685,732 | $116,257 |
| TRACEY FUDGE | CFO/COO Officer | 40 | $365,302 | $37,079 |
| CHRISTOPHER LYNCH | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 40 | $209,233 | $85,752 |
| ANN KANGAS | DIR. OF ADVANCEMENT (UNTIL 03/25) Highest-paid employee | 40 | $245,739 | $39,200 |
| SUSANNA JONES | FORMER HEAD OF SCHOOL Former | 40 | $266,911 | $0 |
| LESLIE NELSON | DIRECTOR OF ENROLLMENT Highest-paid employee | 40 | $180,221 | $53,636 |
| MIKE ROBERTSON | DIRECTOR OF IT Highest-paid employee | 40 | $191,911 | $24,371 |
| MICHAEL LIBURD | CONTROLLER (UNTIL 03/25) Highest-paid employee | 40 | $172,829 | $24,350 |
| JESSICA HOLLADAY STERCHI | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| MARK ORDAN | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| JIM DARCEY | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| CLARK ERVIN | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| HELEN CLARK ATKESON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARCIA BATESON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GREGORY BERNSTEIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE BUTZ | TRUSTEE Trustee or director | 3 | $0 |
| PULLEN DANIEL | TRUSTEE Trustee or director | 3 | $0 |
| MIRIAM HERMAN | TRUSTEE Trustee or director | 3 | $0 |
| SHABA HOLLEY KEYS | TRUSTEE Trustee or director | 3 | $0 |
| SABAH IQBAL-RANA | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT JESMER | TRUSTEE Trustee or director | 3 | $0 |
| ANNE KEISER | TRUSTEE Trustee or director | 3 | $0 |
| MOLLIE KLURFELD WILLIAMS | TRUSTEE Trustee or director | 3 | $0 |
| ROBERT NICHOLS | TRUSTEE Trustee or director | 3 | $0 |
| JENNIFER CORNFELD SCHENKER | TRUSTEE Trustee or director | 3 | $0 |
| JEREMY SCHWER | TRUSTEE Trustee or director | 3 | $0 |
| JEFF SELINGO | TRUSTEE (AS OF 09/24) Trustee or director | 3 | $0 |
| ELLEN SPIEGEL | TRUSTEE Trustee or director | 3 | $0 |
| DAVID THOMAS | TRUSTEE (AS OF 09/24) Trustee or director | 3 | $0 |
| RENEE THOMAS-SPENCER | TRUSTEE (AS OF 09/24) Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSANNA JONES | HEAD OF SCHOOL (UNTIL 06/2023) Officer | 40 | $591,517 | $80,443 |
| PENNY EVINS | HEAD OF SCHOOL (AS OF 07/2023) Officer | 40 | $390,016 | $57,149 |
| TRACEY L FUDGE | CFO & COO Officer | 40 | $346,524 | $36,996 |
| CHRISTOPHER LYNCH | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 40 | $200,060 | $84,721 |
| ANN KANGAS | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $239,391 | $27,132 |
| MICHAEL ROBERTSON | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $183,649 | $25,439 |
| MELISSA BROWN | DIRECTOR OF DEI Highest-paid employee | 40 | $181,744 | $26,351 |
| CHRISTY DIEFENDERFER | DIRECTOR OF LOWER SCHOOL Highest-paid employee | 40 | $183,333 | $17,412 |
| CATHERINE BUTZ | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| CLARK ERVIN | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| JAMES DARCEY | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| HELEN CLARK ATKESON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ROBYN BASH | OUTGOING TRUSTEE (EFF. 03/23) Trustee or director | 3 | $0 | $0 |
| MARCIA BATESON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GREGORY BERNSTEIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CAL DAGGITT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PULLEN DANIEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JIM DARCEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MIRIAM HERMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANNE KEISER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SHABA HOLLEY KEYS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ROBERT NICHOLS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARK ORDAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JENNIFER CORNFELD SCHENKER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JEREMY SCHWER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JESSICAL HOLLADAY STERCHI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MOLLIE WILLIAMS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BETHANY YOUNG | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSANNA JONES | HEAD OF SCHOOL Officer | 40 | $614,275 | $115,850 |
| TRACEY L FUDGE | CFO & COO Officer | 40 | $297,802 | $36,833 |
| CHRISTOPHER LYNCH | DIRECTOR OF UPPER SCHOOL Highest-paid employee | 40 | $189,998 | $75,321 |
| ANN KANGAS | DIRECTOR OF ADVANCEMENT Highest-paid employee | 40 | $214,842 | $27,863 |
| MICHAEL P JOYCE | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $194,294 | $23,654 |
| MICHAEL ROBERTSON | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 40 | $169,363 | $23,459 |
| CHRISTY DIEFENDERFER | DIRECTOR OF LOWER SCHOOL Highest-paid employee | 40 | $172,574 | $13,274 |
| ADRENA IFILL BLAGBURN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| JOHN KLICK | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| SANDRA ENGLE GICHNER | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| MARCIA BATESON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GREGORY BERNSTEIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CLARA BRILLEMBOURG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CATHY BUTZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CAL DAGGITT | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAMES DARCEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CLARK ERVIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MIRIAM HERMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARK ISRAEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANNE KEISER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ROBERT NICHOLS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARK ORDAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID POLLIN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JENNIFER CORNFELD SCHENKER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JESSIE STERCHI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MOLLIE WILLIAMS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BETHANY YOUNG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BARBARA GITENSTEIN | TRUSTEE (THRU 01/2023) Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7303 RIVER RD, BETHESDA, MD 20817-4640
- Principal officer (990 for 2024)
- PENNY B EVINS, 7303 RIVER ROAD, BETHESDA, MD 20817
- Signed the 990
- TRACEY FUDGE, CFO & COO
- Phone
- (301) 365-5300
- Website
- WWW.HOLTON-ARMS.EDU
- Return prepared by
- CLIFTONLARSONALLEN
Mission
THE MISSION OF THE HOLTON-ARMS SCHOOL IS TO CULTIVATE THE UNIQUE POTENTIAL OF YOUNG WOMEN THROUGH THE "EDUCATION NOT ONLY OF THE MIND, BUT OF THE SOUL AND SPIRIT".
Program accomplishments
- FOUNDED IN 1901, HOLTON-ARMS IS A COLLEGE-PREPARATORY SCHOOL FOR GIRLS GRADES 3-12. THE SCHOOL PROVIDES RIGOROUS AND DYNAMIC PROGRAMS IN THE TRADITIONAL ACADEMIC AREAS, THE FINE AND PERFORMING ARTS, AND ATHLETICS. THE SCHOOL IS ACCREDITED BY: MIDDLE STATES ASSOCIATION OF COLLEGES & SCHOOLS; ASSOCIATION OF INDEPENDENT MARYLAND SCHOOLS; AND LICENSED IN THE STATE OF MARYLAND.Expenses $36,355,889 · grants $4,952,235 · revenue $41,745,594
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 53-0196507
- 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
- 1934
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B250)
- Assets (IRS master file)
- $152,171,128
- Income (IRS master file)
- $62,560,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $47,438,014 | $46,722,557 | $152,171,128 | XML |
| 990 | June 2024 | $45,871,788 | $44,747,979 | $147,765,104 | IRS |
| 990 | June 2023 | $46,133,108 | $41,823,420 | $137,236,028 | XML |
| 990 | June 2022 | $42,118,292 | $40,136,689 | $129,884,034 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 53-0196507).
Questions about HOLTON-ARMS SCHOOL INC
- What is the EIN of HOLTON-ARMS SCHOOL INC?
- The employer identification number (EIN) of HOLTON-ARMS SCHOOL INC is 53-0196507.
- Is HOLTON-ARMS SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1934.
- Are donations to HOLTON-ARMS SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOLTON-ARMS 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 HOLTON-ARMS 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 HOLTON-ARMS 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 HOLTON-ARMS SCHOOL INC?
- The 990 for the year ended June 30, 2025 names PENNY B EVINS.
- Who are the officers and directors of HOLTON-ARMS SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 30 people; 8 received compensation from the organization, the highest $685,732 (PENNY EVINS, HEAD OF SCHOOL).
- How much revenue does HOLTON-ARMS SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $47,438,014, expenses of $46,722,557 and total assets of $152,171,128 at year end.
Other nonprofits in BETHESDA
- UMUC VENTURES INC EIN 81-2898004 · last filed 990 for 2025
- FOUNDATION FOR ADVANCED EDUCATION IN THE SCIENCES INC EIN 52-0743814 · last filed 990 for 2025
- LANDON SCHOOL CORPORATION EIN 52-0635092 · last filed 990 for 2025
- MANAGEMENT LEADERSHIP FOR TOMORROW EIN 52-1795164 · last filed 990 for 2024
- NORWOOD SCHOOL INC EIN 52-0901098 · last filed 990 for 2025
- AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE EIN 23-7190271 · last filed 990 for 2025
- WASHINGTON EPISCOPAL DAY SCHOOL INC EIN 52-1453297 · last filed 990 for 2025
- MATER DEI SCHOOL INC EIN 52-0906575 · last filed 990 for 2025