GEORGIA TRUST FOR HISTORIC PRESERVATION INC (EIN 237357226) - 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

1973

Legal Domicile

Principal Officer

W WRIGHT MITCHELL

Phone

4048819980

Tax Period

2024-04-01 to 2025-03-31

GEORGIA TRUST FOR HISTORIC PRESERVATION INC, founded in 1973, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.5M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $3.0M left a modest 15% surplus.

Mission

THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,068,102

Program Service Revenue $358,113

Investment Income $724,196

Other Revenue $370,990

TOTAL REVENUE $3,521,401

Expense Breakdown

Grants Paid $117,850

Salaries & Benefits $1,341,774

Fundraising Expenses $174,006

Program Expenses $2,350,679

Other Expenses $1,538,843

TOTAL EXPENSES $2,998,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,521,401	$2,749,184	+0.3%
Expenses	$2,998,467	$2,167,214	+0.4%
Net Income	$522,934	$581,970	-0.1%

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

154

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

$361,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORRIS A BROYLES III	IMMEDIATE PA	1.00	Director	$0	$0	$0
WILLIAM B PEARD	TREASURER	1.00	Officer Director	$0	$0	$0
TIFFANY ALEWINE	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN ALLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY WHEATLEY FLETCHER	BOARD MEMBER	1.00	Director	$0	$0	$0
DEMARIUS V BRINKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN GRAVEL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JANE ROYAL	BOARD MEMBER	1.00	Director	$0	$0	$0
DR CANDY TATE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER NUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SHEPARD	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH CHARLES	BOARD MEMBER	1.00	Director	$0	$0	$0
L TOM GAY	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER KING	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY LOWELL PETTIT	BOARD MEMBER	1.00	Director	$0	$0	$0
MILAN SAVIC	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
W WRIGHT MITCHELL	PRESIDENT &	40.00	Officer	$230,000	$11,325	$241,325
FLOYD C NEWTON III	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM B WIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL J BLACKNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE GARBUTT	BOARD MEMBER	1.00	Director	$0	$0	$0
DANA PONDER	CFO	40.00	Officer	$105,300	$14,927	$120,227
ELIZABETH WALDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN LUNDEEN	BOARD MEMBER	1.00	Director	$0	$0	$0
WES WALRAVEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN HILL BOND	BOARD MEMBER	1.00	Director	$0	$0	$0
LEIGH BURNS	BOARD MEMBER	1.00	Director	$0	$0	$0
NICK BUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE G CALLAHAN III	BOARD MEMBER	1.00	Director	$0	$0	$0
ELAINE COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER FLOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID FREEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF HOPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK LAVALLE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD STRICKLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT H WEST	BOARD MEMBER	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	$3,521,401	$2,998,467	$18,589,501	$522,934
2024	$2,749,184	$2,167,214	$17,873,146	$581,970
2023	$2,409,935	$1,913,635	$16,285,597	$496,300
2022	$2,663,570	$2,395,909	$16,904,162	$267,661
2021	$3,082,145	$2,137,019	$16,801,162	$945,126
2020	$1,745,379	$1,909,839	$14,220,871	$-164,460
2019	$2,068,870	$1,837,299	$15,285,625	$231,571
2018	$2,106,820	$1,659,702	$14,893,848	$447,118

GEORGIA TRUST FOR HISTORIC PRESERVATION INC