Ivymount Foundation Inc (EIN 201832991) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Gary Aiken

Phone

3014690223

Tax Period

2024-07-01 to 2025-06-30

Ivymount Foundation Inc, founded in 2004, is a small nonprofit in the Education sector that reported $685K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 94% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $246,017

Program Service Revenue $0

Investment Income $439,125

Other Revenue $0

TOTAL REVENUE $685,142

Expense Breakdown

Grants Paid $679,311

Salaries & Benefits $0

Fundraising Expenses $192,029

Program Expenses $679,311

Other Expenses $646,692

TOTAL EXPENSES $1,326,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$685,142	$1,611,758	-0.6%
Expenses	$1,326,003	$1,720,639	-0.2%
Net Income	$-640,861	$-108,881	+4.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$385,750

Total Directors

$209,024

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Holt	CEO	2.00	Officer Director	$0	$0	$209,024
Lee-Nadine Oppenheim	Director of Finance & Operations	2.00	Officer	$0	$0	$176,726
Dena Patel	Director	2.00	Director	$0	$0	$0
Mike Prather	Director	2.00	Director	$0	$0	$0
Sam Niknia	Director	2.00	Director	$0	$0	$0
Maristela Monteiro	Director	2.00	Director	$0	$0	$0
Mat Adler	Director	2.00	Director	$0	$0	$0
Jack Bienko	Director	2.00	Director	$0	$0	$0
Ed Clarke	Director	2.00	Director	$0	$0	$0
Nick Zemil	Director	2.00	Director	$0	$0	$0
Sean Coakley	Director	2.00	Director	$0	$0	$0
Eric Lee	Director	2.00	Director	$0	$0	$0
Myrna Mulholland	Director	2.00	Director	$0	$0	$0
Gary Aiken	Treasurer	2.00	Officer Director	$0	$0	$0
Rob Wanerman	President	2.00	Officer Director	$0	$0	$0
Jeff Fischer	Vice President	2.00	Officer Director	$0	$0	$0
Alex Ratnofsky	Secretary	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$685,142	$1,326,003	$8,519,342	$-640,861
2024	$1,611,758	$1,720,639	$7,975,033	$-108,881
2023	$746,996	$868,362	$8,341,400	$-121,366
2022	$1,262,759	$1,026,341	$7,467,855	$236,418
2021	$1,100,426	$696,026	$8,923,489	$404,400
2020	$450,484	$701,953	$7,287,617	$-251,469
2019	$836,602	$820,217	$6,936,975	$16,385
2018	$1,299,335	$628,432	$6,344,726	$670,903

Ivymount Foundation Inc