NEWTOWN MACON INC (EIN 582273893) - 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

1998

Legal Domicile

Principal Officer

JAMES FRITZE

Phone

4787229909

Tax Period

2023-07-01 to 2024-06-30

NEWTOWN MACON INC, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $3.8M exceeded revenue, resulting in a 39% operating deficit.

Mission

INVEST TIME, RESOURCES, AND MONEY IN LOCAL PEOPLE AND BUSINESSES TO REVITALIZE DOWNTOWN MACON.

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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 $1,417,940

Program Service Revenue $438,277

Investment Income $1,247,030

Other Revenue $-368,014

TOTAL REVENUE $2,735,233

Expense Breakdown

Grants Paid $192,021

Salaries & Benefits $1,164,236

Fundraising Expenses $184,796

Program Expenses $3,176,181

Other Expenses $2,439,907

TOTAL EXPENSES $3,796,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,735,233	$3,338,620	-0.2%
Expenses	$3,796,164	$2,913,101	+0.3%
Net Income	$-1,060,931	$425,519	-3.5%

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

185

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

$409,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA M ROGERS	PRESIDENT &	40.00	Officer	$241,518	$14,605	$256,123
JAMES FRITZE	CFO	40.00	Officer	$135,721	$17,693	$153,414
VIRGIL ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
GARY BECHTEL	DIRECTOR	1.00	Director	$0	$0	$0
EMBER BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
LORI BREWER	DIRECTOR	1.00	Director	$0	$0	$0
JIM DAWS	DIRECTOR	1.00	Director	$0	$0	$0
R KRIS ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
DELVECCHIO FINLEY	DIRECTOR	1.00	Director	$0	$0	$0
CARYN FREY	DIRECTOR	1.00	Director	$0	$0	$0
DR R KIRBY GODSEY	CHAIR EMERIT	1.00	Director	$0	$0	$0
CORRIE HALL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT F HATCHER	SECRETARY	5.00	Officer Director	$0	$0	$0
CURTIS HERTWIG	DIRECTOR	1.00	Director	$0	$0	$0
KAREN LAMBERT	VICE CHAIR	5.00	Officer Director	$0	$0	$0
BRUCE LEICHT	TREASURER	5.00	Officer Director	$0	$0	$0
BLAKE LISENBY	OF COUNSEL	5.00	Director	$0	$0	$0
LESTER MILLER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY MYERS	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
JACOB PATTON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SEIGEL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS R SHERIDAN	CHAIR OHT CO	5.00	Director	$0	$0	$0
RON SHIPMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM UNDERWOOD	CHAIR	5.00	Officer Director	$0	$0	$0
JESSICA WALDEN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS WICKER	PAST CHAIR	1.00	Director	$0	$0	$0
TRAVIS WILLIAMS	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	$2,735,233	$3,796,164	$43,633,726	$-1,060,931
2023	$3,338,620	$2,913,101	$36,186,795	$425,519
2022	$9,813,654	$3,269,796	$32,465,436	$6,543,858
2021	$5,896,499	$2,229,186	$28,447,383	$3,667,313
2020	$2,099,062	$2,823,500	$21,941,903	$-724,438
2019	$2,009,027	$2,377,659	$21,377,587	$-368,632
2018	$7,011,594	$1,916,587	$18,709,083	$5,095,007

NEWTOWN MACON INC