SOUTHWEST GEORGIA STEM CHARTER INC (EIN 465069166) - 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

2014

Legal Domicile

Principal Officer

TONY LEE

Phone

2296795555

Tax Period

2023-07-01 to 2024-06-30

SOUTHWEST GEORGIA STEM CHARTER INC, founded in 2014, is a community nonprofit in the Education sector that reported $8.4M in total revenue in fiscal year 2023.

Mission

PROVIDE DISTINGUISHED AND INTEGRATED INSTRUCTION IN AN ENVIRONMENT THAT CULTIVATES RESPECT, IS INCLUSIVE OF ALL, AND LAYS THE FOUNDATION FOR EXCELLENCE AND LIFE-LONG LEARNING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,258,892

Program Service Revenue $25,374

Investment Income $0

Other Revenue $94,516

TOTAL REVENUE $8,378,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,645,216

Fundraising Expenses $0

Program Expenses $7,841,208

Other Expenses $1,797,843

TOTAL EXPENSES $8,443,059

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,378,782	$8,200,287	+0.0%
Expenses	$8,443,059	$7,225,745	+0.2%
Net Income	$-64,277	$974,542	-1.1%

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

113

Volunteers

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

$256,021

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TONY LEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS WEATHERSBY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA GOODMAN	TREASURER	1.00	Officer Director	$0	$0	$0
RUSSELL NUTI	MEMBER	1.00	Director	$0	$0	$0
ERWIN THOMAS	MEMBER	1.00	Director	$0	$0	$0
GINGER ALMON	SUPERINTENDENT	40.00	Officer	$125,861	$44,107	$169,968
LORI WILSON	CFO	40.00	Officer	$71,723	$14,330	$86,053

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	No data	No data	No data	No data
2024	$8,378,782	$8,443,059	$12,649,538	$-64,277
2023	$8,200,287	$7,225,745	$12,400,114	$974,542
2022	$7,468,764	$5,851,739	$9,116,806	$1,617,025
2021	$5,578,329	$5,879,500	$8,552,566	$-301,171
2020	$4,877,780	$5,675,694	$7,724,559	$-797,914
2019	$4,119,103	$3,986,766	$5,647,201	$132,337
2018	$2,115,809	$2,354,113	$3,296,724	$-238,304

SOUTHWEST GEORGIA STEM CHARTER INC