BETHESDA UNION SOCIETY OF SAVANNAH

EIN: 580637013 501(c)(3) Human Services

SAVANNAH, GA

Total Revenue
$9,263,292
Total Expenses
$4,739,067
Total Assets
$36,591,497
Net Assets
$36,177,472
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1740
Legal Domicile
GA
Principal Officer
DR CHRISTIAN PROCTOR
Phone
9123512055
Tax Period
2023-07-01 to 2024-06-30

BETHESDA UNION SOCIETY OF SAVANNAH, founded in 1740, is a community nonprofit in the Human Services sector that reported $9.3M in total revenue in fiscal year 2023. Revenue surged 186% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.5M, a strong 49% operating margin.

Mission

BETHESDA ACADEMY PROVIDES 89 YOUNG MEN IN GRADES 6-12 A TRANSFORMATIVE OPPORTUNITY FOR SUCCESS BY PROMOTING AND INSTILLING A LOVE OF GOD, A LOVE OF LEARNING, AND A STRONG WORK ETHIC.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,498,031
Program Service Revenue $455,836
Investment Income $3,160,121
Other Revenue $1,149,304
TOTAL REVENUE $9,263,292

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,528,496
Fundraising Expenses $801,885
Program Expenses $2,994,755
Other Expenses $2,210,571
TOTAL EXPENSES $4,739,067

Year-over-Year Comparison

2023 2022 Change
Revenue $9,263,292 $3,238,090 +1.9%
Expenses $4,739,067 $4,472,269 +0.1%
Net Income $4,524,225 $-1,234,179 -4.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
50
Volunteers
92

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
6
$206,219
Total Directors
19
$206,219
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR PAUL PRESSLY CHAIRMAN 1.00
Officer Director
$0 $0 $0
LESLIE LITTLEJOHN SECRETARY 1.00
Officer Director
$0 $0 $0
DR ROBERT ZERBE TREASURER 1.00
Officer Director
$0 $0 $0
KIMBERLY BALLARD-WASHINGTON BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL BELL BOARD MEMBER 1.00
Director
$0 $0 $0
HOLMES BELL BOARD MEMBER 1.00
Director
$0 $0 $0
YANCEY BRADLEY BOARD MEMBER 1.00
Director
$0 $0 $0
JAKE COAKLEY BOARD MEMBER 1.00
Director
$0 $0 $0
DR JOHN GEORGE BOARD MEMBER 1.00
Director
$0 $0 $0
PEGGY GILLLENWATER BOARD MEMBER 1.00
Director
$0 $0 $0
DR H MICHAEL HUGHES PRESIDENT 40.00
Officer Director
$185,783 $20,436 $206,219
KIM IOCOVOZZI VICE CHAIRMA 1.00
Officer Director
$0 $0 $0
AL KENNICKELL BOARD MEMBER 1.00
Director
$0 $0 $0
DENNY OGDEN BOARD MEMBER 1.00
Director
$0 $0 $0
AUSTIN SULLIVAN BOARD MEMBER 1.00
Director
$0 $0 $0
JUDITH THOMAS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN REDDAN DIRECTOR OF 40.00
Highest
$136,605 $14,818 $151,423
KRISTI RAIL CFO 40.00
Highest
$100,962 $3,029 $103,991
ANGELA MANDEL WBOB EX-OFFICIO 1.00
Director
$0 $0 $0
VINCENT WEST BOARD MEMBER 1.00
Director
$0 $0 $0
DR CHRISTIAN PROCTOR PRESIDENT 40.00
Officer 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 No data No data No data No data
2024 $9,263,292 $4,739,067 $36,591,497 $4,524,225
2023 $3,238,090 $4,472,269 $32,002,186 $-1,234,179
2022 $4,802,985 $4,341,915 $30,196,010 $461,070
2021 $5,249,320 $4,429,771 $35,475,769 $819,549
2020 $8,320,714 $3,993,254 $31,658,889 $4,327,460
2019 $2,921,841 $4,130,981 $31,221,566 $-1,209,140
2018 $3,740,369 $4,191,877 $32,194,295 $-451,508
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