THE APOGEE GEORGIA SCHOOL CHOICE SCHOLARSHIP FUND (EIN 262693572) - 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

2008

Legal Domicile

Principal Officer

KEVIN MCGRATH

Phone

4044197123

Tax Period

2024-05-01 to 2025-04-30

THE APOGEE GEORGIA SCHOOL CHOICE SCHOLARSHIP FUND, founded in 2008, is a mid-sized nonprofit in the Education sector that reported $14.3M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

THE ORGANIZATION PROVIDES SCHOLARSHIP FUNDS TO ELEMENTARY AND SECONDARY SCHOOL STUDENTS THROUGHOUT GEORGIA.

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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 $14,173,399

Program Service Revenue $0

Investment Income $153,892

Other Revenue $0

TOTAL REVENUE $14,327,291

Expense Breakdown

Grants Paid $14,382,804

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,830,884

Other Expenses $716,013

TOTAL EXPENSES $15,098,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,327,291	$16,190,129	-0.1%
Expenses	$15,098,817	$17,857,649	-0.2%
Net Income	$-771,526	$-1,667,520	-0.5%

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
ALAN PECHTER	TRUSTEE	3.0	Director	$0	$0	$0
KEVIN MCGRATH	TRUSTEE	3.0	Director	$0	$0	$0
PETER MAHER	TRUSTEE	3.0	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	$14,327,291	$15,098,817	$20,803,483	$-771,526
2024	$16,190,129	$17,857,649	$21,575,009	$-1,667,520
2023	$15,835,336	$14,141,964	$23,242,528	$1,693,372
2022	$14,581,744	$11,254,269	$21,549,156	$3,327,475
2021	$12,593,785	$11,156,651	$18,221,681	$1,437,134
2020	$13,010,656	$12,819,312	$16,784,547	$191,344
2019	$13,305,985	$8,186,318	$16,998,895	$5,119,667
2018	$8,013,785	$8,316,596	$11,473,536	$-302,811

THE APOGEE GEORGIA SCHOOL CHOICE SCHOLARSHIP FUND