GEORGETOWN WOODS OWNERS ASSOCIATION C/O SUMMIT MANAGEMENT (EIN 237297994) - 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

1968

Legal Domicile

Principal Officer

BRADLEY MARKHAM

Phone

3014950146

Tax Period

2024-01-01 to 2024-12-31

GEORGETOWN WOODS OWNERS ASSOCIATION C/O SUMMIT MANAGEMENT, founded in 1968, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Expenses of $181K exceeded revenue, resulting in a 11% operating deficit.

Mission

MAINTENANCE OF COMMONLY OWNED PROPERTY

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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 $0

Program Service Revenue $147,409

Investment Income $11,492

Other Revenue $3,701

TOTAL REVENUE $162,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,946

Other Expenses $180,565

TOTAL EXPENSES $180,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$162,602	$164,963	0.0%
Expenses	$180,565	$125,284	+0.4%
Net Income	$-17,963	$39,679	-1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY MARKHAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER STACKHOUSE	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTIAN KLEIN	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
GREGOR RUDL	BOARD MEMBER	1.00	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
2024	$162,602	$180,565	$930,920	$-17,963
2023	$164,963	$125,284	$944,398	$39,679
2022	$145,581	$119,778	$901,901	$25,803
2021	$131,209	$100,426	$883,844	$30,783
2020	$137,958	$88,339	$842,027	$49,619
2019	$141,919	$83,360	$808,458	$58,559
2018	$140,374	$84,395	$753,654	$55,979

GEORGETOWN WOODS OWNERS ASSOCIATION C/O SUMMIT MANAGEMENT