GEORGETOWN HISTORICAL SOCIETY (EIN 010458680) - 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

2003

Legal Domicile

Principal Officer

KATRINA BOUCHARD

Phone

2073719200

Tax Period

2023-07-01 to 2024-06-30

GEORGETOWN HISTORICAL SOCIETY, founded in 2003, is a micro nonprofit that reported $98K in total revenue in fiscal year 2023. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 31% operating margin.

Mission

THE MISSION OF GEORGETOWN HISTORICAL SOCIETY IS TO EXPLORE, PRESERVE AND CELEBRATE THE HISTORY AND CULTURAL LANDSCAPE OF THE TOWN OF GEORGETOWN BY PRESENTING COMMUNITY AND EDUCATIONAL PROGRAMS, ENCOURAGING ARCHITECTURAL PRESERVATION, OPERATING A MUSEUM AND LIBRARY, AND PRODUCING PUBLICATIONS.

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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 $30,741

Program Service Revenue $2,513

Investment Income $52,269

Other Revenue $11,995

TOTAL REVENUE $97,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,012

Other Expenses $67,012

TOTAL EXPENSES $67,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,518	$50,435	+0.9%
Expenses	$67,012	$60,957	+0.1%
Net Income	$30,506	$-10,522	-3.9%

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

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
SUSAN TAYLOR	PRESIDENT	30.00	Officer Director	$0	$0	$0
TERRY TAYLOR	VICE PRESIDENT OPERATIONS	30.00	Officer Director	$0	$0	$0
KATRINA BOUCHARD	TREASURER	7.00	Officer Director	$0	$0	$0
CHESTER HORNE	DIRECTOR	1.00	Director	$0	$0	$0
DARICE BIRGE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA BONNER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY JAMES	DIRECTOR	1.00	Director	$0	$0	$0
PETER GOODRICH	DIRECTOR	1.00	Director	$0	$0	$0
SANDY MAGGIED	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE TODD TRENCH	DIRECTOR	1.00	Director	$0	$0	$0
DARICE BIRGE	VP DEVELOPMENT	10.00	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	$97,518	$67,012	$852,288	$30,506
2023	$50,435	$60,957	$821,719	$-10,522
2022	$82,928	$67,321	$832,251	$15,607
2021	$66,312	$48,373	$816,605	$17,939
2020	$62,755	$62,723	$798,727	$32
2019	$98,507	$48,493	$798,667	$50,014

GEORGETOWN HISTORICAL SOCIETY