THE IVYMOUNT FOUNDATION INC
Cite this
Plain text THE IVYMOUNT FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/the-ivymount-foundation-inc-201832991. Retrieved 2026-10-26.
APA furp.org. (n.d.). THE IVYMOUNT FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 26, 2026, from https://furp.org/org/the-ivymount-foundation-inc-201832991
MLA “THE IVYMOUNT FOUNDATION INC.” furp.org, tax years 2009–2024, https://furp.org/org/the-ivymount-foundation-inc-201832991. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $685K · expenses $1.3M · assets $8.5M
- EIN
- 20-1832991
- Address
- 11614 SEVEN LOCKS RD, ROCKVILLE, MD 20854-3261
- Website
- www.ivymount.org
- NTEE code
- B11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- October 2005 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Lee-Nadine Oppenheim | Director of Finance & Operations | 2014-2024 | $176,726 | $1,376,904 | 5 |
| Susan Holt | CEO | 2018-2024 | $209,024 | $1,336,210 | 4 |
| Laura Duvelius (former) | Chief Development Officer | 2019-2022 | $78,380 | $554,547 | 2 |
| Janet Wintrol (former) | CEO | 2015-2017 | $166,855 | $166,855 | 6 |
Officers and directors, no compensation reported
72 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jack Bienko | Director | 2020-2024 | 2 | $0 reported | 2 |
| Jeff Fischer | Vice President | 2023-2024 | 2 | $0 reported | 3 |
| Dr Maristela Monteiro | Director | 2024 | 2 | $0 reported | 4 |
| Dena Patel | Director | 2024 | 2 | $0 reported | 3 |
| Nick Zemil | Director | 2023-2024 | 2 | $0 reported | 1 |
| Myrna Mulholland | Director | 2021-2024 | 2 | $0 reported | 3 |
| Alex Ratnofsky | Secretary | 2023-2024 | 2 | $0 reported | 2 |
| Sean Coakley | Director | 2023-2024 | 2 | $0 reported | 1 |
| Eric Lee | Director | 2023-2024 | 2 | $0 reported | 1 |
| Sam Niknia | Director | 2019-2024 | 2 | $0 reported | 1 |
| Mat Adler | Director | 2016-2024 | 2 | $0 reported | 1 |
| Gary Aiken | Treasurer | 2011-2024 | 2 | $0 reported | 3 |
| Rob Wanerman | President | 2020-2024 | 2 | $0 reported | 3 |
| Mike Prather | Director | 2024 | 2 | $0 reported | 1 |
| Ed Clarke | Director | 2024 | 2 | $0 reported | 1 |
| Dean Halstead (former) | Director | 2020-2023 | 2 | $0 reported | 2 |
| Jim Pope (former) | Director | 2017-2023 | 2 | $0 reported | 2 |
| Regina Barry (former) | Director | 2020-2023 | 2 | $0 reported | 1 |
| Molly Whalen (former) | Director | 2011-2023 | 2 | $0 reported | 4 |
| Amy Raskin (former) | Director | 2020-2023 | 2 | $0 reported | 1 |
| Bobby Rassuli (former) | Director | 2019-2023 | 2 | $0 reported | 1 |
| Matt Weirich (former) | Director | 2020-2022 | 2 | $0 reported | 1 |
| Katie Bucklew (former) | Director | 2017-2022 | 2 | $0 reported | 1 |
| Deborah Ellick (former) | Director | 2019-2021 | 2 | $0 reported | 3 |
| Eric Lancaster (former) | Director | 2019-2021 | 2 | $0 reported | 1 |
| Don Koch (former) | Director | 2020-2021 | 2 | $0 reported | 1 |
| Dr Harvey Stern (former) | Secretary | 2018-2021 | 2 | $0 reported | 1 |
| Brent Polkes (former) | Director | 2017-2021 | 2 | $0 reported | 1 |
| Allyson McMahon (former) | Director | 2020-2021 | 2 | $0 reported | 1 |
| Rick Gersten (former) | President | 2018-2021 | 2 | $0 reported | 2 |
| Matt Watson (former) | Treasurer | 2016-2021 | 2 | $0 reported | 1 |
| Jennifer Wolfsheimer (former) | Director | 2018-2020 | 2 | $0 reported | 3 |
| Molly Meegan (former) | Immediate Past President | 2015-2020 | 2 | $0 reported | 5 |
| Ken Jones (former) | Immediate Past President | 2014-2019 | 2 | $0 reported | 2 |
| Dean Halstead Wanerman (former) | Director | 2017-2019 | 2 | $0 reported | 1 |
| Ally McMahon (former) | Director | 2017-2019 | 2 | $0 reported | 1 |
| Avivah Litan (former) | Director | 2018 | 2 | $0 reported | 1 |
| Mathew Adler (former) | Director | 2013-2018 | 2 | $0 reported | 1 |
| Joanna Silver (former) | Vice President | 2011-2017 | 2 | $0 reported | 1 |
| Bernie Fogel (former) | Director | 2016-2017 | 2 | $0 reported | 1 |
| Jen Berzok (former) | Director | 2017 | 2 | $0 reported | 1 |
| Kelly McVearry (former) | Director | 2011-2017 | 2 | $0 reported | 1 |
| Barry Fierst (former) | Director | 2014-2017 | 2 | $0 reported | 1 |
| Meaghan McGrath (former) | Director | 2016-2017 | 2 | $0 reported | 1 |
| J Timothy McCan (former) | Director | 2016 | 2 | $0 reported | 1 |
| Nicole Carr (former) | Director | 2015-2016 | 2 | $0 reported | 1 |
| Robert E Wanerman (former) | Director | 2011-2016 | 2 | $0 reported | 1 |
| J Timothy Mccann (former) | TRUSTEE | 2011-2015 | 2 | $0 reported | 1 |
| Meaghan Mcgrath Sutton (former) | VICE PRESIDENT | 2012-2015 | 2 | $0 reported | 1 |
| Bernard Fogel (former) | TRUSTEE | 2015 | 2 | $0 reported | 1 |
| Jan Wintrol (former) | IVYMOUNT CORPORATION REPRE | 2013-2014 | 2 | $0 reported | 6 |
| Gerard McLoughlin (former) | IVYMOUNT CORPORATION REPRE | 2013-2014 | 2 | $0 reported | 3 |
| Jonathan Cutler (former) | TRUSTEE | 2011-2014 | 2 | $0 reported | 2 |
| Lynne Doner Lotenberg (former) | TRUSTEE | 2012-2014 | 2 | $0 reported | 1 |
| Ehud Dor (former) | TRUSTEE | 2014 | 2 | $0 reported | 1 |
| Lenore Gladstone (former) | SECRETARY | 2013 | 2 | $0 reported | 2 |
| Suzanne Davis (former) | TRUSTEE | 2009-2013 | 2 | $0 reported | 1 |
| Stephanie Desibour (former) | TRUSTEE | 2009-2013 | 2 | $0 reported | 3 |
| Priscilla Huffman (former) | TRUSTEE | 2011-2013 | 2 | $0 reported | 1 |
| Justin Connor (former) | TRUSTEE | 2013 | 2 | $0 reported | 1 |
| Edi Dor (former) | TRUSTEE | 2013 | 2 | $0 reported | 1 |
| Maureen Del Duca (former) | TRUSTEE | 2009-2012 | 2 | $0 reported | 3 |
| Lennie Gladstone (former) | SECRETARY | 2009-2012 | 2 | $0 reported | 2 |
| Claudia L Alderman (former) | TRUSTEE | 2009-2012 | 2 | $0 reported | 1 |
| David Goroff (former) | TRUSTEE | 2011-2012 | 2 | $0 reported | 1 |
| Lynne Donen Lotenberg (former) | TRUSTEE | 2011 | 2 | $0 reported | 1 |
| Megan Mcgrath Sutton (former) | TRUSTEE | 2011 | 2 | $0 reported | 1 |
| James Hastings (former) | TREASURER | 2009 | 2 | $0 reported | 1 |
| Suzanne Tull (former) | SECRETARY | 2009 | 2 | $0 reported | 1 |
| John Cutler (former) | TRUSTEE | 2009 | 2 | $0 reported | 1 |
| John M Depenbrock (former) | TRUSTEE | 2009 | 2 | $0 reported | 1 |
| Todd Kutyla (former) | TRUSTEE | 2009 | 2 | $0 reported | 1 |
People by year
2024 · 17 people listed · 2 paid, $386K · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $209,024 | $0 | $209,024 | 4 |
| Lee-Nadine Oppenheim | Director of Finance & Operations | 2 | $0 | $176,726 | $0 | $176,726 | 5 |
| Dena Patel | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Mike Prather | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Maristela Monteiro | Director | 2 | $0 | $0 | $0 | $0 | 4 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Bienko | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Ed Clarke | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Nick Zemil | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sean Coakley | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Eric Lee | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Myrna Mulholland | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Gary Aiken | Treasurer | 2 | $0 | $0 | $0 | $0 | 3 |
| Rob Wanerman | President | 2 | $0 | $0 | $0 | $0 | 3 |
| Jeff Fischer | Vice President | 2 | $0 | $0 | $0 | $0 | 3 |
| Alex Ratnofsky | Secretary | 2 | $0 | $0 | $0 | $0 | 2 |
2023 · 19 people listed · 2 paid, $352K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $183,038 | $0 | $183,038 | 4 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $169,346 | $0 | $169,346 | 5 |
| Nick Zemil | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Regina Barry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Molly Whalen | Director | 2 | $0 | $0 | $0 | $0 | 4 |
| Myrna Mulholland | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Alex Ratnofsky | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Sean Coakley | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Eric Lee | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Amy Raskin | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Dean Halstead | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Jack Bienko | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Bobby Rassuli | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Gary Aiken | Treasurer | 2 | $0 | $0 | $0 | $0 | 3 |
| Rob Wanerman | President | 2 | $0 | $0 | $0 | $0 | 3 |
| Jeff Fischer | Vice President | 2 | $0 | $0 | $0 | $0 | 3 |
2022 · 15 people listed · 3 paid, $498K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $186,137 | $35,759 | $221,896 | 4 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $154,441 | $43,206 | $197,647 | 5 |
| Laura Duvelius | Chief Development Officer | 2 | $0 | $70,980 | $7,400 | $78,380 | 2 |
| Jack Bienko | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Regina Barry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Matt Weirich | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Amy Raskin | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Bobby Rassuli | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Gary Aiken | Treasurer | 2 | $0 | $0 | $0 | $0 | 3 |
| Rob Wanerman | President | 2 | $0 | $0 | $0 | $0 | 3 |
2021 · 24 people listed · 3 paid, $510K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $174,340 | $16,484 | $190,824 | 4 |
| Laura Duvelius | Chief Development Officer | 2 | $0 | $146,927 | $12,878 | $159,805 | 2 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $145,867 | $13,261 | $159,128 | 5 |
| Bobby Rassuli | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Deborah Ellick | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Eric Lancaster | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Regina Barry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Don Koch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Amy Raskin | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Bienko | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Matt Weirich | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Gary Aiken | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Dr Harvey Stern | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Brent Polkes | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Allyson McMahon | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Rob Wanerman | Vice President | 2 | $0 | $0 | $0 | $0 | 3 |
| Myrna Mulholland | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Rick Gersten | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Matt Watson | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 24 people listed · 3 paid, $491K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $173,015 | $9,495 | $182,510 | 4 |
| Laura Duvelius | Chief Development Officer | 2 | $0 | $158,375 | $0 | $158,375 | 2 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $139,164 | $10,586 | $149,750 | 5 |
| Bobby Rassuli | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Deborah Ellick | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Eric Lancaster | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Regina Barry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Don Koch | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Amy Raskin | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Bienko | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Matt Weirich | Director | 0 | $0 | $0 | $0 | $0 | 1 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dr Harvey Stern | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Brent Polkes | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Allyson McMahon | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Rob Wanerman | Vice President | 2 | $0 | $0 | $0 | $0 | 3 |
| Molly Meegan | Immediate Past President | 2 | $0 | $0 | $0 | $0 | 5 |
| Matt Watson | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Rick Gersten | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Jennifer Wolfsheimer | Director | 2 | $0 | $0 | $0 | $0 | 3 |
2019 · 18 people listed · 3 paid, $474K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $169,054 | $9,426 | $178,480 | 4 |
| Laura Duvelius | Chief Development Officer | 2 | $0 | $157,987 | $0 | $157,987 | 2 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $134,529 | $3,471 | $138,000 | 5 |
| Ken Jones | Immediate Past President | 2 | $0 | $0 | $0 | $0 | 2 |
| Rick Gersten | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| Matt Watson | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Dr Harvey Stern | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Molly Meegan | President | 2 | $0 | $0 | $0 | $0 | 5 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead Wanerman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Ally McMahon | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Brent Polkes | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Wolfsheimer | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Deborah Ellick | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Eric Lancaster | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Sam Niknia | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Bobby Rassuli | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 15 people listed · 2 paid, $306K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Susan Holt | CEO | 2 | $0 | $161,304 | $9,134 | $170,438 | 4 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $131,899 | $3,246 | $135,145 | 5 |
| Ken Jones | Immediate Past President | 2 | $0 | $0 | $0 | $0 | 2 |
| Rick Gersten | Vice President | 2 | $0 | $0 | $0 | $0 | 2 |
| Matt Watson | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Dr Harvey Stern | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Avivah Litan | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Mathew Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Molly Meegan | President | 2 | $0 | $0 | $0 | $0 | 5 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead Wanerman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Ally McMahon | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Brent Polkes | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jennifer Wolfsheimer | Secretary | 2 | $0 | $0 | $0 | $0 | 3 |
2017 · 18 people listed · 2 paid, $291K · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Janet Wintrol | CEO | 2 | $0 | $145,326 | $21,529 | $166,855 | 6 |
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $0 | $113,498 | $10,272 | $123,770 | 5 |
| Ken Jones | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Joanna Silver | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Matt Watson | Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| Gary Aiken | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Bernie Fogel | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jen Berzok | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Kelly McVearry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Mathew Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Molly Meegan | Director | 2 | $0 | $0 | $0 | $0 | 5 |
| Katie Bucklew | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Dean Halstead Wanerman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry Fierst | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Pope | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Meaghan McGrath | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Ally McMahon | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Brent Polkes | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 15 people listed · 1 paid, $127K · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Lee-Nadine Oppenheim | Director of Finance & Operati | 2 | $117,120 | $0 | $10,272 | $127,392 | 5 |
| Ken Jones | President | 2 | $0 | $0 | $0 | $0 | 2 |
| Meaghan McGrath | Vice President | 2 | $0 | $0 | $0 | $0 | 1 |
| Gary N Aiken | Treasurer | 2 | $0 | $0 | $0 | $0 | 3 |
| Joanna Silver | Past President | 2 | $0 | $0 | $0 | $0 | 1 |
| Bernie Fogel | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| J Timothy McCan | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Kelly McVearry | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Mat Adler | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Molly Meegan | Director | 2 | $0 | $0 | $0 | $0 | 5 |
| Nicole Carr | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert E Wanerman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Barry Fierst | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Matt Watson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Janet Wintrol | CEO | 2 | $0 | $0 | $0 | $0 | 6 |
2015 · 14 people listed · none paid · 0 employees · 25 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOANNA SILVER | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| GARY N AIKEN | TREASURER | 4 | $0 | $0 | $0 | $0 | 3 |
| J TIMOTHY MCCANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MEAGHAN MCGRATH SUTTON | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| KELLY MCVEARRY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW ADLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT E WANERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MOLLY MEEGAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| BARRY FIERST | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KEN JONES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| BERNARD FOGEL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JANET WINTROL | IVYMOUNT CORPORATION REPRESENTATIVE | 2 | $0 | $0 | $0 | $0 | 6 |
| NICOLE CARR | DEVELOPMENT DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LEE OPPENHEIM | DIRECTOR OF FINANCE & ADMI | 2 | $0 | $0 | $0 | $0 | 5 |
2014 · 16 people listed · none paid · 0 employees · 67 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN CUTLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JOANNA SILVER | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| GARY N AIKEN | TREASURER | 4 | $0 | $0 | $0 | $0 | 3 |
| LYNNE DONER LOTENBERG | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| J TIMOTHY MCCANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MEAGHAN MCGRATH SUTTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KELLY MCVEARRY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW ADLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| EHUD DOR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT E WANERMAN | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| MOLLY WHALEN | DIRECTOR OF DEVELOPMENT & COMMUNICATIONS | 2 | $0 | $0 | $0 | $0 | 4 |
| GERARD MCLOUGHLIN | IVYMOUNT CORPORATION REPRE | 2 | $0 | $0 | $0 | $0 | 3 |
| JAN WINTROL | IVYMOUNT CORPORATION REPRE | 2 | $0 | $0 | $0 | $0 | 6 |
| BARRY FIERST | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KEN JONES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| LEE OPPENHEIM | DIRECTOR OF FINANCE & ADMINISTRATION | 2 | $0 | $0 | $0 | $0 | 5 |
2013 · 18 people listed · none paid · 0 employees · 31 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN CUTLER | PRESIDENT EMERITUS | 2 | $0 | $0 | $0 | $0 | 2 |
| JOANNA SILVER | PRESIDENT | 4 | $0 | $0 | $0 | $0 | 1 |
| GARY N AIKEN | TREASURER | 4 | $0 | $0 | $0 | $0 | 3 |
| LENORE GLADSTONE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| SUZANNE DAVIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| STEPHANIE DESIBOUR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| PRISCILLA HUFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LYNNE DONER LOTENBERG | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| J TIMOTHY MCCANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MEAGHAN MCGRATH SUTTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KELLY MCVEARRY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW ADLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JUSTIN CONNOR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| EDI DOR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT E WANERMAN | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| MOLLY WHALEN | DIRECTOR OF DEVELOPMENT | 2 | $0 | $0 | $0 | $0 | 4 |
| GERARD MCLOUGHLIN | IVYMOUNT CORPORATION REPRESENTATIVE | 2 | $0 | $0 | $0 | $0 | 3 |
| JAN WINTROL | IVYMOUNT CORPORATION REPRESENTATIVE | 2 | $0 | $0 | $0 | $0 | 6 |
2012 · 16 people listed · none paid · 0 employees · 30 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN CUTLER | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| JOANNA SILVER | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| GARY N AIKEN | TREASURER | 2 | $0 | $0 | $0 | $0 | 3 |
| LENNIE GLADSTONE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA L ALDERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZANNE DAVIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MAUREEN DEL DUCA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE DESIBOUR | PAST PRESIDENT | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOROFF | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PRISCILLA HUFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LYNNE DONER LOTENBERG | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| J TIMOTHY MCCANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MEAGHAN MCGRATH SUTTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KELLY MCVEARRY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT E WANERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MOLLY WHALEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2011 · 16 people listed · none paid · 0 employees · 30 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JONATHAN CUTLER | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 2 |
| JOANNA SILVER | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| GARY N AIKEN | TREASURER | 2 | $0 | $0 | $0 | $0 | 3 |
| LENNIE GLADSTONE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| CLAUDIA L ALDERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZANNE DAVIS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MAUREEN DEL DUCA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| STEPHANIE DESIBOUR | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| DAVID GOROFF | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| PRISCILLA HUFFMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LYNNE DONEN LOTENBERG | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| J TIMOTHY MCCANN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MEGAN MCGRATH SUTTON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| KELLY MCVEARRY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT E WANERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MOLLY WHALEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2009 · 10 people listed · none paid · 0 employees · 100 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHANIE DESIBOUR | PRESIDENT | 2 | $0 | $0 | $0 | $0 | 3 |
| SUZANNE DAVIS | VICE PRESIDENT | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES HASTINGS | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZANNE TULL | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| CLAUDIA L ALDERMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN CUTLER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| MAUREEN DEL DUCA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JOHN M DEPENBROCK | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
| LENNIE GLADSTONE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| TODD KUTYLA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2018 · 1 contractor · $250K
| Name | Location | Service | Paid |
|---|---|---|---|
| The Ivymount School | Potomac, MD | Management | $250,000 |
2017 · 1 contractor · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| The Ivymount School | Potomac, MD | Management | $221,500 |
2016 · 1 contractor · $215K
| Name | Location | Service | Paid |
|---|---|---|---|
| The Ivymount School | Potomac, MD | Management | $215,000 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $676K
2023 · 1 grant to organizations · $737K
Listed grants add up to $736,773; the return's “grants paid” expense line says $752,176. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 1 grant to organizations · $292K
2021 · 1 grant to organizations · $569K
2020 · 1 grant to organizations · $261K
2019 · 1 grant to organizations · $254K
2018 · 2 grants to organizations · $461K
2017 · 1 grant to organizations · $324K
2016 · 1 grant to organizations · $475K
2015 · 1 grant to organizations · $100K
2014 · 1 grant to organizations · $29K
2013 · 2 grants to organizations · $128K
2012 · 3 grants to organizations · $182K
2011 · 3 grants to organizations · $378K
2009 · 3 grants to organizations · $115K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $685,142 | $1,326,003 | $8,519,342 | $6,830,128 | $246,017 | $0 | $0 | 0 | 25 |
| 2023 · Form 990 | ||||||||
| $1,611,758 | $1,720,639 | $7,975,033 | $7,238,783 | $691,369 | $0 | $0 | 0 | 9 |
| 2022 · Form 990 | ||||||||
| $746,996 | $868,362 | $8,341,400 | $6,719,624 | $190,000 | $0 | $0 | 0 | - |
| 2021 · Form 990 | ||||||||
| $1,262,759 | $1,026,341 | $7,467,855 | $6,506,698 | $688,148 | $0 | $0 | 0 | - |
| 2020 · Form 990 | ||||||||
| $1,100,426 | $696,026 | $8,923,489 | $8,098,348 | $198,156 | $0 | $0 | 0 | - |
| 2019 · Form 990 | ||||||||
| $450,484 | $701,953 | $7,287,617 | $6,405,797 | $252,675 | $0 | $0 | 0 | - |
| 2018 · Form 990 | ||||||||
| $836,602 | $820,217 | $6,936,975 | $6,052,417 | $76,637 | $0 | $0 | 0 | - |
| 2017 · Form 990 | ||||||||
| $1,299,335 | $628,432 | $6,344,726 | $5,782,846 | $710,500 | $0 | $0 | 0 | 25 |
| 2016 · Form 990 | ||||||||
| $773,554 | $799,707 | $5,494,969 | $4,812,161 | $289,351 | $0 | $117,120 | 0 | 25 |
| 2015 · Form 990 | ||||||||
| $187,857 | $342,105 | $4,715,117 | $4,395,455 | $146,221 | $0 | $0 | 0 | 25 |
| 2014 · Form 990 | ||||||||
| $794,577 | $342,233 | $4,402,889 | $4,298,673 | $366,743 | $0 | $0 | 0 | 67 |
| 2013 · Form 990 | ||||||||
| $593,106 | $300,028 | $4,196,229 | $3,999,976 | $383,941 | $0 | $0 | 0 | 31 |
| 2012 · Form 990 | ||||||||
| $1,314,684 | $404,492 | $3,677,909 | $3,493,618 | $942,025 | $0 | $0 | 0 | 30 |
| 2011 · Form 990 | ||||||||
| $524,725 | $485,707 | $2,865,258 | $2,433,752 | $413,998 | $0 | $0 | 0 | 30 |
| 2009 · Form 990 | ||||||||
| $121,802 | $231,288 | $1,729,919 | $1,603,787 | $180,668 | $0 | $0 | 0 | 100 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- IVYMOUNT CORPORATION Rockville, MD · 9 people in common (Dena Patel, Dr Maristela Monteiro, Gary Aiken)
- IVYMOUNT SCHOOL INC Rockville, MD · 6 people in common (Dena Patel, Gary Aiken, Jeff Fischer)
- IVYMOUNT OUTREACH PROGRAMS INC Rockville, MD · 4 people in common (Dr Maristela Monteiro, Lee-Nadine Oppenheim, Rob Wanerman)
- SEEC CORPORATION Silver Spring, MD · 2 people in common (Alex Ratnofsky, Dr Maristela Monteiro)
- Ivymount at the Stevens School Inc Rockville, MD · 1 person in common (Lee-Nadine Oppenheim)
Funders of this organization
12 grantors reported grants to this organization, $2,084,325 in all, tax years 2011 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| IVYMOUNT SCHOOL INC | Public charity | Exact | 2011-2012, 2014, 2016, 2021 | 5 | $1,900,200 | 2021 | $470,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2019-2023 | 5 | $33,302 | 2023 | $5,250 | show |
| CHARITIES AID FOUNDATION AMERICA | DAF sponsor | Exact | 2023 | 1 | $30,000 | 2023 | $30,000 | show |
| MIGHTYCAUSE CHARITABLE FOUNDATION | DAF sponsor | Exact | 2011 | 1 | $29,187 | 2011 | $29,187 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2024-2025 | 2 | $28,384 | 2025 | $23,235 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2021, 2024 | 2 | $20,100 | 2024 | $10,000 | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | DAF sponsor | Exact | 2016, 2018 | 3 | $11,000 | 2018 | $10,000 | show |
| LOCKTON CARES INC | Public charity | Exact | 2023 | 1 | $10,000 | 2023 | $10,000 | show |
| THE AYCO CHARITABLE FOUNDATION | DAF sponsor | Exact | 2019 | 1 | $6,000 | 2019 | $6,000 | show |
| THE HSC FOUNDATION | Public charity | Exact | 2019 | 1 | $6,000 | 2019 | $6,000 | show |
| AMERICAS CHARITIES | Public charity | Exact | 2023 | 1 | $5,152 | 2023 | $5,152 | show |
| THE BLACKBAUD GIVING FUND | DAF sponsor | Exact | 2017 | 1 | $5,000 | 2017 | $5,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PHI SIGMA SIGMA FOUNDATION INC | MD | B11 | $915,984 | $816,159 | EXECUTIVE DIRECTOR | $147,679 | Same NTEE code B11, revenue within 2x, same state, similar name |
| EXCELLENCE IN EDUCATION FOUNDATION FOR PGCPS INC | MD | B11 | $472,409 | $412,367 | FOUNDATION RELATIONS OFFICER | $190,875 | Same NTEE code B11, revenue within 2x, same state |
| CITY NEIGHBORS FOUNDATION INC | MD | B11 | $756,156 | $1,574,634 | Director | $202,021 | Same NTEE code B11, revenue within 2x, same state |
| PINKNEY INNOVATION COMPLEX FOR SCIENCE & TECHNOLOGY AT MONTGOMERY | MD | B11 | $795,306 | $371,768 | BOARD MEMBER | $280,807 | Same NTEE code B11, revenue within 2x, same state |
| THE SCHOOLS FOUNDATION INC | AL | B11 | $630,960 | $511,985 | EXECUTIVE DIRECTOR | $70,350 | Same NTEE code B11, revenue within 2x, similar name |
| THE DARIEN FOUNDATION INC | CT | B11 | $681,735 | $782,007 | DIRECTOR/CHAIRMAN | $0 | Same NTEE code B11, revenue within 2x, similar name |
| TOM JOYNER FOUNDATION INC | TX | B11 | $846,422 | $662,104 | CFO/TREASURER | $160,099 | Same NTEE code B11, revenue within 2x, similar name |
| KEYA FOUNDATION INC | SD | B11 | $482,630 | $439,184 | DIRECTOR | $7,386 | Same NTEE code B11, revenue within 2x, similar name |
| TDSA FOUNDATION INC | GA | B11 | $745,000 | $18,507 | PRESIDENT | $0 | Same NTEE code B11, revenue within 2x, similar name |
| MAGELLAN EDUCATION FOUNDATION INC | NC | B11 | $474,892 | $362,170 | SECRETARY | $158,309 | Same NTEE code B11, revenue within 2x |
| ARROW EDUCATION FOUNDATION INC | SD | B11 | $809,385 | $354,355 | DIRECTOR | $0 | Same NTEE code B11, revenue within 2x |
| NOTRE DAME OF DALLAS SCHOOLS FOUNDATION INC | TX | B11 | $601,150 | $324,026 | President | $0 | Same NTEE code B11, revenue within 2x, similar mission |
| NEWTON EDUCATION FOUNDATION INC | GA | B11 | $655,020 | $517,993 | CONSULTING EXECUTIVE DIRECTOR | $134,850 | Same NTEE code B11, revenue within 2x |
| THE LOUGHLIN FOUNDATION | NY | B11 | $558,760 | $403,354 | Trustee | $0 | Same NTEE code B11, revenue within 2x, similar name |
| FOUNDATION FOR INNOVATION IN EDUCATION | MN | B11 | $615,430 | $573,076 | VICE CHAIR | $0 | Same NTEE code B11, revenue within 2x, similar mission |
| FORT THOMAS EDUCATION FOUNDATION INC | KY | B11 | $559,648 | $268,992 | CHAIRPERSON | $0 | Same NTEE code B11, revenue within 2x, similar name |
| HAXTUN EDUCATION FOUNDATION INC | CO | B11 | $498,868 | $825,599 | MEMBER | $0 | Same NTEE code B11, revenue within 2x |
| ORANGE EDUCATION FOUNDATION INC | NJ | B11 | $1,117,512 | $1,313,522 | President | $0 | Same NTEE code B11, revenue within 2x |
| KATY ISD EDUCATION FOUNDATION INC | TX | B11 | $775,733 | $786,134 | PRESIDENT | $0 | Same NTEE code B11, revenue within 2x |
| SAN DIEGO HIGH SCHOOL FOUNDATION INC | CA | B11 | $502,434 | $326,600 | BOARD OF TRUSTEE MEMBER | $0 | Same NTEE code B11, revenue within 2x |
| NORTH COUNTY EDUCATION FOUNDATION INC | CA | B11 | $811,581 | $826,905 | CEO | $278,555 | Same NTEE code B11, revenue within 2x |
| FARM ON FOUNDATION INC | NY | B11 | $604,288 | $972,912 | PRESIDENT | $0 | Same NTEE code B11, revenue within 2x, similar name |
| WOODS CHARTER SCHOOL FOUNDATION INC | NC | B11 | $765,340 | $733,858 | DIRECTOR/WCS PRINCIPAL | $103,336 | Same NTEE code B11, revenue within 2x |
| WYLIE ISD EDUCATION FOUNDATION INC | TX | B11 | $705,474 | $566,622 | EXECUTIVE DIRECTOR | $93,457 | Same NTEE code B11, revenue within 2x |
| THE QUINCY COLLEGE FOUNDATION INC | MA | B11 | $838,616 | $815,635 | DIRECTOR/CHA | $0 | Same NTEE code B11, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,326,003 spent · pay $0 · grants $679,311 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $679,311 | $679,311 | - | - | 51.2% | |
| Fees: management | $524,000 | - | $356,320 | $167,680 | 39.5% | |
| Fees: investment management | $53,298 | - | $53,298 | - | 4.0% | |
| Office expenses | $19,043 | - | $9,862 | $9,181 | 1.4% | |
| Travel | $16,535 | - | $13,270 | $3,265 | 1.2% | |
| Fees: accounting | $13,775 | - | $9,367 | $4,408 | 1.0% | |
| Other (as described) | Bank Fees | $6,069 | - | - | $6,069 | 0.5% |
| Other (as described) | Professional Development | $5,060 | - | $5,060 | - | 0.4% |
| Insurance | $4,688 | - | $4,688 | - | 0.4% | |
| Fees: other services | $3,766 | - | $2,561 | $1,205 | 0.3% | |
| Advertising and promotion | $458 | - | $237 | $221 | 0.0% | |
| Total | $1,326,003 | 100% |
2023 · Form 990 · $1,720,639 spent · pay $0 · grants $752,176 · events $28,037
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $752,176 | $752,176 | - | - | 43.7% | |
| Fees: management | $505,000 | - | $343,400 | $161,600 | 29.3% | |
| Fees: other services | $213,698 | - | $17,268 | $196,430 | 12.4% | |
| Interest | $80,991 | $80,991 | - | - | 4.7% | |
| Fees: investment management | $54,785 | - | $54,785 | - | 3.2% | |
| Office expenses | $52,315 | - | $29,012 | $23,303 | 3.0% | |
| Travel | $27,059 | - | $24,978 | $2,081 | 1.6% | |
| Other (as described) | Bank Fees | $13,248 | - | - | $13,248 | 0.8% |
| Fees: accounting | $10,775 | - | $871 | $9,904 | 0.6% | |
| Advertising and promotion | $5,936 | - | $4,853 | $1,083 | 0.3% | |
| Insurance | $4,656 | - | $4,242 | $414 | 0.3% | |
| Fundraising events Event | direct expenses; gross income $226,166 | $28,037 | reported apart | |||
| Total | $1,720,639 | 100% |
2022 · Form 990 · $868,362 spent · pay $0 · grants $292,239 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $470,000 | $126,900 | $188,000 | $155,100 | 54.1% | |
| Grants to US organizations and governments | $292,239 | $292,239 | - | - | 33.7% | |
| Fees: investment management | $52,388 | - | $52,388 | - | 6.0% | |
| Office expenses | $32,753 | $4,672 | $14,651 | $13,430 | 3.8% | |
| Fees: accounting | $8,675 | $2,428 | $3,297 | $2,950 | 1.0% | |
| Fees: other services | $5,339 | $1,495 | $2,029 | $1,815 | 0.6% | |
| Insurance | $4,573 | $1,416 | $1,739 | $1,418 | 0.5% | |
| Advertising and promotion | $1,770 | $226 | $24 | $1,520 | 0.2% | |
| Travel | $575 | $150 | $253 | $172 | 0.1% | |
| Other (as described) | Professional Development | $50 | $14 | $20 | $16 | 0.0% |
| Total | $868,362 | 100% |
2021 · Form 990 · $1,026,341 spent · pay $0 · grants $570,741 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $570,741 | $570,741 | - | - | 55.6% | |
| Fees: management | $344,000 | $92,880 | $137,600 | $113,520 | 33.5% | |
| Fees: investment management | $56,777 | - | $56,777 | - | 5.5% | |
| Fees: other services | $19,382 | $6,915 | $6,580 | $5,887 | 1.9% | |
| Travel | $14,611 | $2,772 | $4,691 | $7,148 | 1.4% | |
| Advertising and promotion | $13,293 | $1,246 | $184 | $11,863 | 1.3% | |
| Insurance | $4,206 | $1,303 | $1,599 | $1,304 | 0.4% | |
| Other (as described) | Professional Development | $1,891 | $530 | $756 | $605 | 0.2% |
| Office expenses | $1,440 | -$334 | $1,169 | $605 | 0.1% | |
| Total | $1,026,341 | 100% |
2020 · Form 990 · $696,026 spent · pay $0 · grants $260,704 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $344,000 | $96,320 | $137,600 | $110,080 | 49.4% | |
| Grants to US organizations and governments | $260,704 | $260,704 | - | - | 37.5% | |
| Fees: investment management | $54,545 | - | $54,545 | - | 7.8% | |
| Advertising and promotion | $11,595 | $1,484 | $154 | $9,957 | 1.7% | |
| Fees: accounting | $8,925 | $2,368 | $3,383 | $3,174 | 1.3% | |
| Office expenses | $7,853 | $2,149 | $3,071 | $2,633 | 1.1% | |
| Insurance | $4,206 | $1,303 | $1,599 | $1,304 | 0.6% | |
| Fees: other services | $2,473 | $656 | $937 | $880 | 0.4% | |
| Travel | $1,031 | $269 | $455 | $307 | 0.1% | |
| Other (as described) | Professional Development | $694 | $194 | $278 | $222 | 0.1% |
| Total | $696,026 | 100% |
2019 · Form 990 · $701,953 spent · pay $0 · grants $254,058 · events $4,839
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $344,000 | $96,320 | $137,600 | $110,080 | 49.0% | |
| Grants to US organizations and governments | $254,058 | $254,058 | - | - | 36.2% | |
| Fees: investment management | $49,869 | $14,615 | $19,433 | $15,821 | 7.1% | |
| Fees: other services | $14,318 | $4,196 | $5,580 | $4,542 | 2.0% | |
| Advertising and promotion | $11,684 | $2,319 | $575 | $8,790 | 1.7% | |
| Office expenses | $9,653 | $1,907 | $2,726 | $5,020 | 1.4% | |
| Fees: accounting | $5,950 | $1,744 | $2,318 | $1,888 | 0.8% | |
| Conferences, conventions and meetings | $4,839 | $2,289 | $171 | $2,379 | 0.7% | |
| Insurance | $4,053 | $1,135 | $1,621 | $1,297 | 0.6% | |
| Other (as described) | Professional development | $3,529 | $942 | - | $2,587 | 0.5% |
| Total | $701,953 | 100% |
2018 · Form 990 · $820,217 spent · pay $0 · grants $460,689 · events $215,175
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $460,689 | $460,689 | - | - | 56.2% | |
| Fees: management | $250,000 | $64,167 | $112,500 | $73,333 | 30.5% | |
| Fees: investment management | $47,514 | - | $47,514 | - | 5.8% | |
| Fees: other services | $27,100 | $7,588 | $10,840 | $8,672 | 3.3% | |
| Occupancy | $8,247 | $791 | $1,130 | $6,326 | 1.0% | |
| Advertising and promotion | $7,454 | $1,371 | - | $6,083 | 0.9% | |
| Fees: accounting | $6,650 | $1,862 | $2,660 | $2,128 | 0.8% | |
| Conferences, conventions and meetings | $4,885 | $1,285 | $1,757 | $1,843 | 0.6% | |
| Office expenses | $3,455 | $1,157 | $357 | $1,941 | 0.4% | |
| Insurance | $3,248 | $910 | $1,299 | $1,039 | 0.4% | |
| Travel | $975 | $829 | $45 | $101 | 0.1% | |
| Fundraising events Event | direct expenses; gross income $615,002 | $210,290 | reported apart | |||
| Total | $820,217 | 100% |
2017 · Form 990 · $628,432 spent · pay $0 · grants $323,512 · events $1,663
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $323,512 | $323,512 | - | - | 51.5% | |
| Fees: management | $221,500 | - | $50,945 | $170,555 | 35.2% | |
| Fees: investment management | $44,592 | - | $44,592 | - | 7.1% | |
| Office expenses | $13,870 | - | $12,752 | $1,118 | 2.2% | |
| Other (as described) | Bank and Credit Card Fees | $10,004 | - | $1,156 | $8,848 | 1.6% |
| Fees: other services | $5,641 | - | $5,641 | - | 0.9% | |
| Insurance | $3,248 | - | $3,248 | - | 0.5% | |
| Advertising and promotion | $2,345 | - | $2,345 | - | 0.4% | |
| Conferences, conventions and meetings | $1,663 | - | $1,663 | - | 0.3% | |
| Travel | $1,050 | - | $1,050 | - | 0.2% | |
| Other (as described) | Professional Development | $1,007 | - | $1,007 | - | 0.2% |
| Total | $628,432 | 100% |
2016 · Form 990 · $799,707 spent · pay $0 · grants $475,050 · events $158,201
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $475,050 | $475,050 | - | - | 59.4% | |
| Fees: management | $215,000 | - | $49,450 | $165,550 | 26.9% | |
| Fees: investment management | $41,820 | - | $41,820 | - | 5.2% | |
| Fees: other services | $32,818 | - | $32,818 | - | 4.1% | |
| Office expenses | $12,120 | - | $11,631 | $489 | 1.5% | |
| Fees: accounting | $10,480 | - | $10,480 | - | 1.3% | |
| Other (as described) | Bank and Credit Card Fees | $5,553 | - | $2,919 | $2,634 | 0.7% |
| Insurance | $3,373 | - | $3,373 | - | 0.4% | |
| Other (as described) | Professional Development | $1,800 | - | $1,800 | - | 0.2% |
| Other (as described) | Other | $710 | - | $710 | - | 0.1% |
| Conferences, conventions and meetings | $621 | - | $621 | - | 0.1% | |
| Travel | $187 | - | $187 | - | 0.0% | |
| Advertising and promotion | $175 | - | $175 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $373,387 | $157,580 | reported apart | |||
| Total | $799,707 | 100% |
2015 · Form 990 · $342,105 spent · pay $0 · grants $100,350 · events $4,955
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $160,000 | - | $160,000 | - | 46.8% | |
| Grants to US organizations and governments | $100,350 | $100,350 | - | - | 29.3% | |
| Other (as described) | FUNDRAISING EXPENSE | $51,773 | - | - | $51,773 | 15.1% |
| Fees: accounting | $11,500 | - | $11,500 | - | 3.4% | |
| Conferences, conventions and meetings | $4,955 | - | $4,955 | - | 1.4% | |
| Office expenses | $4,490 | - | $4,490 | - | 1.3% | |
| Insurance | $4,368 | - | $4,368 | - | 1.3% | |
| Other (as described) | DUES & LICENSES | $3,448 | - | $3,448 | - | 1.0% |
| Other (as described) | BANK FEES | $1,221 | - | $1,221 | - | 0.4% |
| Total | $342,105 | 100% |
2014 · Form 990 · $342,233 spent · pay $0 · grants $28,889 · events $157,543
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $160,000 | - | $160,000 | - | 46.8% | |
| Other (as described) Event | AUCTION | $63,779 | - | - | $63,779 | 18.6% |
| Fees: investment management | $36,703 | - | $36,703 | - | 10.7% | |
| Grants to US organizations and governments | $28,889 | $28,889 | - | - | 8.4% | |
| Other (as described) | FUNDRAISING EXPENSE | $13,168 | - | - | $13,168 | 3.8% |
| Fees: accounting | $12,092 | - | $12,092 | - | 3.5% | |
| Office expenses | $9,738 | - | $9,738 | - | 2.8% | |
| Insurance | $7,144 | - | $7,144 | - | 2.1% | |
| Conferences, conventions and meetings | $6,304 | - | $6,304 | - | 1.8% | |
| Other (as described) | MISCELLANEOUS | $4,416 | - | $4,416 | - | 1.3% |
| Fundraising events Event | direct expenses; gross income $341,000 | $87,460 | reported apart | |||
| Total | $342,233 | 100% |
2013 · Form 990 · $300,028 spent · pay $0 · grants $128,255 · events $10,677
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $128,255 | $128,255 | - | - | 42.7% | |
| Fees: management | $100,000 | - | $100,000 | - | 33.3% | |
| Fees: investment management | $25,499 | - | $25,499 | - | 8.5% | |
| Fees: accounting | $13,650 | - | $13,650 | - | 4.5% | |
| Office expenses | $11,818 | - | $11,818 | - | 3.9% | |
| Other (as described) | FUNDRAISING EXPENSE | $8,450 | - | - | $8,450 | 2.8% |
| Insurance | $5,527 | - | $5,527 | - | 1.8% | |
| Conferences, conventions and meetings | $3,030 | - | $3,030 | - | 1.0% | |
| Other (as described) | MISCELLANEOUS | $2,804 | - | $2,804 | - | 0.9% |
| Other (as described) | DUES & LICENSES | $995 | - | $995 | - | 0.3% |
| Fundraising events Event | direct expenses; gross income $23,895 | $7,647 | reported apart | |||
| Total | $300,028 | 100% |
2012 · Form 990 · $404,492 spent · pay $0 · grants $182,212 · events $79,597
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $182,212 | $182,212 | - | - | 45.0% | |
| Fees: management | $100,000 | - | $100,000 | - | 24.7% | |
| Other (as described) | FUNDRAISING EXPENSE | $76,495 | - | - | $76,495 | 18.9% |
| Office expenses | $11,270 | - | $11,270 | - | 2.8% | |
| Fees: accounting | $9,900 | - | $9,900 | - | 2.4% | |
| Insurance | $9,330 | - | $9,330 | - | 2.3% | |
| Fees: investment management | $7,910 | - | $7,910 | - | 2.0% | |
| Other (as described) | MISCELLANEOUS | $6,347 | - | $6,347 | - | 1.6% |
| Conferences, conventions and meetings | $1,028 | - | $1,028 | - | 0.3% | |
| Fundraising events Event | direct expenses; gross income - | $78,569 | reported apart | |||
| Total | $404,492 | 100% |
2011 · Form 990 · $485,707 spent · pay $0 · grants $378,062 · events $469
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $378,062 | $378,062 | - | - | 77.8% | |
| Fees: other services | $69,150 | - | $69,150 | - | 14.2% | |
| Office expenses | $12,627 | - | $12,627 | - | 2.6% | |
| Fees: accounting | $12,395 | - | $12,395 | - | 2.6% | |
| Insurance | $7,315 | - | $7,315 | - | 1.5% | |
| Other (as described) | MISCELLANEOUS | $3,162 | $2,801 | $361 | - | 0.7% |
| Other (as described) | FUNDRAISING EXPENSE | $2,217 | - | - | $2,217 | 0.5% |
| Conferences, conventions and meetings | $469 | - | $469 | - | 0.1% | |
| Other (as described) | BAD DEBT EXPENSE | $310 | - | $310 | - | 0.1% |
| Total | $485,707 | 100% |
2009 · Form 990 · $231,288 spent · pay $0 · grants $115,000 · events $3,067
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $115,000 | $115,000 | - | - | 49.7% | |
| Fees: other services | $65,826 | - | $65,826 | - | 28.5% | |
| Office expenses | $16,788 | - | $16,788 | - | 7.3% | |
| Other (as described) | MISCELLANEOUS | $10,397 | $3,135 | $7,262 | - | 4.5% |
| Fees: accounting | $8,285 | - | $8,285 | - | 3.6% | |
| Insurance | $7,255 | - | $7,255 | - | 3.1% | |
| Conferences, conventions and meetings | $3,067 | - | $3,067 | - | 1.3% | |
| Other (as described) | MEMBERSHIP DUES | $3,043 | - | $3,043 | - | 1.3% |
| Other (as described) | PUBLIC RELATIONS | $1,174 | - | - | $1,174 | 0.5% |
| Other (as described) | FUNDRAISING EXPENSE | $453 | - | - | $453 | 0.2% |
| Total | $231,288 | 100% |
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