BROOKWOOD IN GEORGETOWN VOCATIONAL INC (EIN 472152393) - 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

ELIZABETH GRIFFIN

Phone

5126885004

Tax Period

2023-08-01 to 2024-07-31

BROOKWOOD IN GEORGETOWN VOCATIONAL INC, founded in 2014, is a community nonprofit in the Human Services sector that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 44% operating margin.

Mission

TO PROVIDE AN EDUCATIONAL ENVIRONMENT FOR ADULTS WITH SPECIAL NEEDS.

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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 $5,413,225

Program Service Revenue $1,300,736

Investment Income $488,769

Other Revenue $906,094

TOTAL REVENUE $8,108,824

Expense Breakdown

Grants Paid $173,161

Salaries & Benefits $3,065,474

Fundraising Expenses $281,705

Program Expenses $2,900,051

Other Expenses $1,277,102

TOTAL EXPENSES $4,515,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,108,824	$6,601,015	+0.2%
Expenses	$4,515,737	$3,503,144	+0.3%
Net Income	$3,593,087	$3,097,871	+0.2%

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

199

Volunteers

175

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

$109,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIVIAN SHUDDE	MEMBER	2.00	Director	$0	$0	$0
ALAN STEWART	MEMBER	2.00	Director	$0	$0	$0
PATRICK STEVENS	MEMBER	2.00	Director	$0	$0	$0
LINDA KNEBEL	SECRETARY	2.00	Officer Director	$0	$0	$0
ASHLEY MORGAN	MEMBER	2.00	Director	$0	$0	$0
TIM CURTIS	MEMBER	2.00	Director	$0	$0	$0
ERIN KILTZ	MEMBER	2.00	Director	$0	$0	$0
LOUISE BAIL	MEMBER	2.00	Director	$0	$0	$0
TOM FRANZ	MEMBER	2.00	Director	$0	$0	$0
JOHN KILTZ	MEMBER	2.00	Director	$0	$0	$0
LUKE ELLIS	EXECUTIVE DIRECTOR	40.00	Officer	$87,481	$0	$87,481
SARAH RICHARDSON	SECRETARY/TREASURER	40.00	Officer	$17,730	$4,225	$21,955

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	$8,108,824	$4,515,737	$26,084,347	$3,593,087
2023	$6,601,015	$3,503,144	$22,364,683	$3,097,871
2022	$9,087,234	$3,073,501	$19,548,994	$6,013,733
2021	$5,451,004	$2,573,995	$13,450,517	$2,877,009
2020	$4,091,111	$2,264,460	$10,846,893	$1,826,651
2019	$5,520,076	$1,876,620	$8,922,459	$3,643,456
2018	$2,451,363	$1,512,360	$5,293,339	$939,003

BROOKWOOD IN GEORGETOWN VOCATIONAL INC