Ivymount at the Stevens School 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

2013

Legal Domicile

Principal Officer

Lee-Nadine Oppenheim

Tax Period

2017-07-01 to 2018-06-30

Ivymount at the Stevens School Inc, founded in 2013, is a micro nonprofit that reported $35 in total revenue in fiscal year 2017. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $493K exceeded revenue, resulting in a 1409834% operating deficit.

Mission

The Stevens school provides school-based services for children with speech and language impairments, learning disabilities, intellectual disabilities, health impairments, and autism spectrum disorders.

Program Service Accomplishments

Program 1

Expenses: $487,843

The transfer of net assets to Outreach upon the dissolution of Stevens School was done to allow for a continuation of services to DC Public and Charter Schools through Ivymount Outreach Programs...

The transfer of net assets to Outreach upon the dissolution of Stevens School was done to allow for a continuation of services to DC Public and Charter Schools through Ivymount Outreach Programs. Outreach continues to serve as the provider of consultative services to the DC Public School and Charter School systems.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $35

TOTAL REVENUE $35

Expense Breakdown

Grants Paid $487,843

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $487,843

Other Expenses $5,634

TOTAL EXPENSES $493,477

Year-over-Year Comparison

	2017	2016	Change
Revenue	$35	$389,925	-1.0%
Expenses	$493,477	$434,763	+0.1%
Net Income	$-493,442	$-44,838	+10.0%

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

N/A

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

$290,625

Total Directors

$166,855

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Kummer	President	2.00	Officer Director	$0	$0	$0
Anthony Worch	Treasurer	2.00	Officer Director	$0	$0	$0
Molly Whalen	Secretary	2.00	Officer Director	$0	$0	$0
Richard Gersten	Director	2.00	Director	$0	$0	$0
Janet Wintrol	CEO	2.00	Officer Director	$0	$21,529	$166,855
Lee-Nadine Oppenheim	Director of Finance & Operati	2.00	Officer	$0	$0	$123,770

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
2018	$35	$493,477	No data	$-493,442