GRACE ACADEMY OF GEORGETOWN

EIN: 742873246 501(c)(3) Education

GEORGETOWN, TX

Total Revenue
$4,371,026
Total Expenses
$3,479,626
Total Assets
$9,723,889
Net Assets
$5,086,525
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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
TX
Principal Officer
HEATHER BURNSIDE
Phone
5128649500
Tax Period
2023-07-01 to 2024-06-30

GRACE ACADEMY OF GEORGETOWN, founded in 1998, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. The organization ran a surplus of $891K, a strong 20% operating margin.

Mission

ELEMENTARY AND SECONDARY EDUCATION GRADES K-12. GRACE ACADEMY OFFERS LIBERAL ARTS EDUCATION IN THE HISTORIC CLASSICAL CHRISTIAN FORMAT FOCUSING ON GRAMMAR, LOGIC, AND RHETORIC IN EACH SUBJECT AREA.

Program Service Accomplishments

Program 1
Expenses: $2,806,083 Revenue: $3,367,479

ELEMENTARY/SECONDARY EDUCATION GRADES K-12, INCLUDING CLASSROOM INSTRUCTION, INTERCOLLEGIATE ATHLETICS AND EXTRA-CURRICULAR ACTIVITIES. THE CORE ACADEMIC MISSION OF THE SCHOOL IS THE PURSUIT OF...

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ELEMENTARY/SECONDARY EDUCATION GRADES K-12, INCLUDING CLASSROOM INSTRUCTION, INTERCOLLEGIATE ATHLETICS AND EXTRA-CURRICULAR ACTIVITIES. THE CORE ACADEMIC MISSION OF THE SCHOOL IS THE PURSUIT OF LIBERAL ARTS EDUCATION IN THE SCHOOL OF GRAMMAR (K-5), A SCHOOL OF LOGIC (6-8), AND A SCHOOL OF RHETORIC (9-12). THE SCHOOL IS CLASSICAL IN BOTH ITS CURRICULUM (INCLUDING LATIN, FORMAL AND INFORMAL LOGIC, AND RHETORIC) AND METHODOLOGY (EMPHASIZING THE CLASSICAL TRIVIUM TOOLS OF LEARNING IN THE APPLICATION OF EVERY SUBJECT).

Program 2

FINANCIAL ASSISTANCE-THE SCHOOL SEEKS TO SUPPORT ITS OTHER PRIMARY PROGRAM SERVICES THROUGH NEED-BASED FINANCIAL ASSISTANCE TO FAMILIES. NEED IS DETERMINED USING THE ASSISTANCE OF AN OUTSIDE...

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FINANCIAL ASSISTANCE-THE SCHOOL SEEKS TO SUPPORT ITS OTHER PRIMARY PROGRAM SERVICES THROUGH NEED-BASED FINANCIAL ASSISTANCE TO FAMILIES. NEED IS DETERMINED USING THE ASSISTANCE OF AN OUTSIDE FINANCIAL AID ASSESSMENT COMPANY AND THEIR WIDELY-USED METHODOLOGY FOR ASSESSING FINANCIAL NEED. A FINANCIAL AID COMMITTEE REVIEWS THE ASSESSMENT FROM THE OUTSIDE COMPANY AND MAKES FINANCIAL AID AWARDS. THE COMMITTEE IS COMPRISED OF INDEPENDENT MEMBERS OF THE SCHOOL COMMUNITY WHO SERVE ON A MULTI-YEAR VOLUNTEER BASIS. COMMITTEE MEMBERS ARE INDEPENDENT OF THE FINANCIAL AID AWARDING PROCESS, BEING INELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE WHILE SERVING ON THE COMMITTEE. COMMITTEE MEMBERS REMAIN UNBIASED IN THEIR ASSESSMENT AND DECISION-MAKING PROCESSES AS ALL DOCUMENTS REVIEWED BY THE COMMITTEE HAVE IDENTIFYING INFORMATION REMOVED FROM THE FILES (E.G. NAMES, ADDRESSES, ETHNICITY, ETC.) THE COMMITTEE FUNCTIONS UNDER THE SCHOOL'S POLICY PROHIBITING UNLAWFUL DISCRIMINATION IN THE FINANCIAL AID AWARDING PROCESS. THE AMOUNT OF ASSISTANCE GIVEN IN THE CURRENT YEAR WAS 428,256. IT IS INCLUDED IN DISCOUNTS AND SCHOLARSHIPS ON PAGE 9, PART VIII, LINE 2A.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $736,490
Program Service Revenue $3,367,479
Investment Income $112,150
Other Revenue $154,907
TOTAL REVENUE $4,371,026

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,567,047
Fundraising Expenses $25,063
Program Expenses $2,806,083
Other Expenses $912,579
TOTAL EXPENSES $3,479,626

Year-over-Year Comparison

2023 2022 Change
Revenue $4,371,026 $4,130,730 +0.1%
Expenses $3,479,626 $3,057,285 +0.1%
Net Income $891,400 $1,073,445 -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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Governance

Voting Members
7
Independent Members
7
Employees
56
Volunteers
150

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
5
$163,010
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUGLAS NOBLE CHAIR 5.00
Officer Director
$0 $0 $0
HEATHER BURNSIDE VICE CHAIR/S 5.00
Officer Director
$0 $0 $0
JAYME BATES BOARD MEMBER 5.00
Director
$0 $0 $0
BARRY LAING BOARD MEMBER 5.00
Director
$0 $0 $0
COLIN MCGAHEY BOARD MEMBER 5.00
Director
$0 $0 $0
DR MARK GEYER TREASURER 5.00
Officer Director
$0 $0 $0
PRISCILLA OBERLE PAST SECRETA 5.00
Officer Director
$0 $0 $0
MICHAEL BRENT STEVENS HEAD OF SCHO 40.00
Officer
$130,000 $33,010 $163,010
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 $4,371,026 $3,479,626 $9,723,889 $891,400
2023 $4,130,730 $3,057,285 $8,293,938 $1,073,445
2022 $3,840,705 $2,837,947 $6,733,319 $1,002,758
2021 $3,368,181 $2,391,344 $5,359,233 $976,837
2020 $2,141,863 $2,091,524 $4,096,531 $50,339
2019 $2,252,888 $2,065,729 $3,927,901 $187,159
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