Ivymount Outreach Programs Inc

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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

Lee-Nadine Oppenheim

Phone

3014690223

Tax Period

2024-07-01 to 2025-06-30

Ivymount Outreach Programs Inc, founded in 2004, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 19% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $495,187 Revenue: $450,169

The Ivymount Endeavors Early Childhood Clinic (ECC) is a comprehensive applied behavior analysis program for clients ages 2 to 5 years old. The ECC provides high quality services to individuals with an autism diagnosis using evidence-based practices to target individual needs in the areas of communication, preschool readiness, self-care and play skills.

Program 2

Expenses: $88,534 Revenue: $96,490

Outreach supports individuals and their families in home and community settings. Services are initiated upon a referral from a parent or professional and are individualized to meet the needs of each individual and family. Outreach provides evidence-based practices in the fields of speech-language therapy, occupational therapy, academic tutoring, and applied behavior analysis. Services include assessment, treatment, recommendations, and ongoing consultation.

Program 3

Expenses: $73,533 Revenue: $92,425

Outreach provides recreational and educational programs for individuals with Autism, ADHD, Executive Function disorders, and other developmental disabilities in the Washington, DC area. Services are provided at the Ivymount campus afterschool and weekends. The mission is to bring the excellence of the Ivymount School to the community; most programs have been developed or piloted at Ivymount School. Parent education groups are also provided to supplement many of the educational groups.

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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 $319,513

Program Service Revenue $686,555

Investment Income $833

Other Revenue $2,564

TOTAL REVENUE $1,009,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $533,346

Fundraising Expenses $0

Program Expenses $707,971

Other Expenses $287,679

TOTAL EXPENSES $821,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,009,465	$738,509	+0.4%
Expenses	$821,025	$776,053	+0.1%
Net Income	$188,440	$-37,544	-6.0%

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

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	CEODirector	40.00	Officer Director	$0	$0	$209,024
Lee-Nadine Oppenheim	Director of Finance & Operations	40.00	Officer	$0	$0	$176,726
Courtney Bocage	Director	2.00	Director	$0	$0	$0
Dr Lance Clawson	Director	2.00	Director	$0	$0	$0
Rebecca Lee	Director	2.00	Director	$0	$0	$0
Yvonne Alleyne	Director	2.00	Director	$0	$0	$0
Maristela Monteiro	Director	2.00	Director	$0	$0	$0
Laura Augustin	President	2.00	Officer Director	$0	$0	$0
Ryan Perraut	Treasurer	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	$1,009,465	$821,025	$420,179	$188,440
2024	$738,509	$776,053	$574,348	$-37,544
2023	$721,068	$759,669	$301,908	$-38,601
2022	$775,339	$683,165	$339,700	$92,174
2021	$1,099,741	$1,060,654	$470,091	$39,087
2020	$951,950	$1,105,442	$497,767	$-153,492
2019	$904,476	$1,032,636	$484,490	$-128,160
2018	$846,754	$821,347	$562,828	$25,407