GEORGETOWN GREEN HOMEOWNERS ASSOCIATION (EIN 540842055) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

MEAGHAN SHEA

Phone

2672806622

Tax Period

2023-01-01 to 2023-12-31

GEORGETOWN GREEN HOMEOWNERS ASSOCIATION, founded in 1968, is a small nonprofit that reported $280K in total revenue in fiscal year 2018. Expenses of $270K left a modest 4% surplus.

Mission

MAINTENANCE OF TOWNHOUSES, SURROUNDING COMMON AREAS AND SWIMMING POOL FOR 110 HOUSEHOLDS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $304,810

Investment Income $6,407

Other Revenue $0

TOTAL REVENUE $311,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,709

Fundraising Expenses $0

Program Expenses $267,039

Other Expenses $258,590

TOTAL EXPENSES $281,299

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,217	$279,469	+0.1%
Expenses	$281,299	$329,372	-0.1%
Net Income	$29,918	$-49,903	-1.6%

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

N/A

Employees

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

$11,500

Total Directors

$14,260

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN PACE	Vice President	2.00	Officer Director	$2,760	$0	$2,760
MEAGHAN SHEA	Treasurer	2.00	Officer Director	$2,530	$0	$2,530
ROY BROWN	President	2.00	Officer Director	$2,530	$0	$2,530
ALLEN ROBINSON	Director	2.00	Director	$1,840	$0	$1,840
TIMOTHY CAMPBELL	Secretary	2.00	Officer Director	$1,380	$0	$1,380
ANNE BEASLEY	Secretary	2.00	Officer Director	$1,380	$0	$1,380
JOHANNAH TYER	Director	2.00	Director	$920	$0	$920
MATT DEAN	President	2.00	Officer Director	$460	$0	$460
JAMIE WASSER	Treasurer	2.00	Officer Director	$460	$0	$460

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	No data	No data	No data	No data
2023	$311,217	$281,299	$367,100	$29,918
2022	$279,469	$329,372	$346,817	$-49,903
2021	$279,609	$327,091	$393,340	$-47,482
2020	$280,279	$328,320	$435,484	$-48,041
2019	$281,165	$273,809	$481,253	$7,356
2018	$280,131	$270,174	$474,962	$9,957

GEORGETOWN GREEN HOMEOWNERS ASSOCIATION