ASSISTANCE LEAGUE OF GEORGETOWN AR… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

CAROL ERWIN

Phone

5128642542

Tax Period

2023-06-01 to 2024-05-31

ASSISTANCE LEAGUE OF GEORGETOWN AREA, founded in 1998, is a small nonprofit that reported $954K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 25% operating margin.

Mission

A CHARTERED CHAPTER OF THE NATIONAL ASSISTANCE LEAGUE. ASSISTANCE LEAGUE VOLUNTEERS ASPIRE TO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS IN WILLIAMSON COUNTY.

Program Service Accomplishments

Program 1

Expenses: $296,086

PROVIDE FAMILIES IN NEED WITH NEW SCHOOL CLOTHING AND SHOES TO HEADSTART AND SCHOOL STUDENTS IN GEORGETOWN, JARRELL, FLORENCE, GRANGER, AND TAYLOR ISD. TOTAL SERVED AT OSB WAS 2,276 IN 2023-2024...

PROVIDE FAMILIES IN NEED WITH NEW SCHOOL CLOTHING AND SHOES TO HEADSTART AND SCHOOL STUDENTS IN GEORGETOWN, JARRELL, FLORENCE, GRANGER, AND TAYLOR ISD. TOTAL SERVED AT OSB WAS 2,276 IN 2023-2024 FISCAL YEAR.

Program 2

Expenses: $42,515

OUTREACH - THIS PROGRAM IS AN EXTENSION OF OUR OPERATION SCHOOL BELL UMBRELLA TO DEAL WITH FOOD INSECURITY AND OTHER SITUATIONS INVOLVING COUNTY CHILDREN AND FAMILIES BY PROVIDING FOOD, CLOTHING AND OTHER NEEDED GOODS. THIS PROGRAM'S CLIENTS CHANGE YEAR OVER YEAR DEPENDING ON SITUATIONS THAT ARE PRESENTED TO ASSISTANCE LEAGUE OF GEORGETOWN AREA DURING THAT YEAR. APPROXIMATELY $6,118 SPENT IN 2023-2024 FISCAL YEAR. OPERATION SHARE - REDISTRIBUTE ITEMS DONATED THAT ARE DETERMINED UNSUITABLE FOR SALE TO MORE APPROPRIATE NON-PROFIT AGENCIES AND ORGANIZATIONS. APPROXIMATELY $36,397 GIVEN IN 2023-2024 FISCAL YEAR.

Program 3

Expenses: $20,645

PROVIDE HANDS-ON READING MENTORING TO ELEMENTARY SCHOOL STUDENTS IN THE JARRELL SCHOOL DISTRICT. IN ADDITION, PROVIDE GUIDED LITERACY MATERIAL AND BOOKS TO CLASSROOMS TO IMPROVE THE SUCCESS RATE OF...

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $864,849

Program Service Revenue $0

Investment Income $18,905

Other Revenue $69,946

TOTAL REVENUE $953,700

Expense Breakdown

Grants Paid $151,965

Salaries & Benefits $0

Fundraising Expenses $171,714

Program Expenses $511,211

Other Expenses $561,053

TOTAL EXPENSES $713,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$953,700	$744,889	+0.3%
Expenses	$713,018	$587,339	+0.2%
Net Income	$240,682	$157,550	+0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

197

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE SHEPHERD	PRESIDENT	24.00	Officer Director	$0	$0	$0
MELISSA GOULD	VP EDUCATION	11.00	Officer Director	$0	$0	$0
JUDY SWAIN	PRESIDENT-ELECT	10.00	Officer Director	$0	$0	$0
SUE VAUGHN	VP PHILANTHROPY	7.00	Officer Director	$0	$0	$0
DEE COVER	VP MARKETING	25.00	Officer Director	$0	$0	$0
ANNA WARREN	VP STRATEGIC PLANNING	16.00	Officer Director	$0	$0	$0
DEBORAH LEPEARD	RECORDING SECRETARY	4.00	Officer Director	$0	$0	$0
LINDA STEPHENS	VP RESOURCE DEVELOPMENT	15.00	Officer Director	$0	$0	$0
VERONIKA LEDBETTER	TREASURER	15.00	Officer Director	$0	$0	$0
MARILYN KOUNNAS	VP MEMBERSHIP	18.00	Officer Director	$0	$0	$0
SHERRY NOGLE	VP THRIFT SHOP	20.00	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	$953,700	$713,018	$1,527,447	$240,682
2023	$744,889	$587,339	$1,358,605	$157,550
2022	$548,211	$447,066	$689,627	$101,145
2021	$426,283	$400,004	$585,494	$26,279
2020	$402,380	$515,181	$572,776	$-112,801
2019	$597,283	$463,479	$680,368	$133,804

ASSISTANCE LEAGUE OF GEORGETOWN AREA