The Georgetown School (EIN 462979006) - 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

2013

Legal Domicile

Principal Officer

Joyce Gates

Phone

8435204359

Tax Period

2024-07-01 to 2025-06-30

The Georgetown School, founded in 2013, is a small nonprofit in the Education sector that reported $310K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

The Georgetown School of Arts and Sciences is dedicated to fostering academic, athletic and artistic excellence in students from grades 6 to 12. It is open to all students who wish to pursue a rigorous college preparatory curriculum.

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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 $143,209

Program Service Revenue $138,154

Investment Income $0

Other Revenue $28,180

TOTAL REVENUE $309,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,883

Fundraising Expenses $0

Program Expenses $279,554

Other Expenses $83,134

TOTAL EXPENSES $322,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,543	$366,077	-0.2%
Expenses	$322,017	$352,458	-0.1%
Net Income	$-12,474	$13,619	-1.9%

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

Total Directors

Key Employees

$39,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary Gates	Head of School	40.00	Key Emp	$39,000	$0	$39,000
Joyce Gates	President	10.00	Officer Director	$0	$0	$0
Suzanne Anderson	Treasurer	10.00	Director	$0	$0	$0
Lawly Ford	Director	10.00	Director	$0	$0	$0
Andy Friedman	Director	10.00	Director	$0	$0	$0
Beeman Burgoon Jr	Director	10.00	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
2025	$309,543	$322,017	$1,250	$-12,474
2024	$366,077	$352,458	$13,724	$13,619
2023	$327,599	$341,739	$105	$-14,140
2022	$351,977	$347,894	$14,245	$4,083
2021	$325,431	$318,294	$10,162	$7,137
2020	$375,465	$377,875	$12,352	$-2,410
2019	$316,917	$340,057	$21,110	$-23,140

The Georgetown School