ASSISTANCE LEAGUE OF GEORGETOWN AREA (EIN 742877046) - 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

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.

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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 $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

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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

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