Georgetown Heritage (EIN 300830983) - Form 990 Financial Analysis & Trantor Score

🔒

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

2014

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

Georgetown Heritage, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $932K in total revenue in fiscal year 2023. Expenses of $880K left a modest 6% surplus.

Mission

Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and Barge in Georgetown.

🔒

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 $858,050

Program Service Revenue $38,657

Investment Income $34,804

Other Revenue $831

TOTAL REVENUE $932,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $489,458

Fundraising Expenses $10,777

Program Expenses $574,569

Other Expenses $390,192

TOTAL EXPENSES $879,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$932,342	$956,654	0.0%
Expenses	$879,650	$921,222	0.0%
Net Income	$52,692	$35,432	+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

Volunteers

N/A

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

$125,145

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Zogg	Director of Planning	40.00	Highest	$142,043	$0	$142,043
Samuel Carnegie	Program Manager	40.00	Key Emp	$125,145	$0	$125,145
William Moroney	Director	2.00	Director	$0	$0	$0
William Freyvogel	Director	2.00	Director	$0	$0	$0
John Girouard	Treasurer	2.00	Officer Director	$0	$0	$0
Jennifer Altemus Romm	Chair	2.00	Officer Director	$0	$0	$0
Joe Sternlieb	Secretary	2.00	Officer Director	$0	$0	$0
Brooke Stroud	Vice Chair	2.00	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
2024	$932,342	$879,650	$2,266,498	$52,692
2023	$956,654	$921,222	$2,589,623	$35,432
2022	$1,333,687	$810,604	$2,618,223	$523,083
2021	$1,872,508	$1,440,027	$2,208,286	$432,481
2020	$1,515,138	$879,826	$2,205,274	$635,312
2019	$907,936	$1,342,288	$2,518,143	$-434,352
2018	$1,197,457	$843,743	$2,942,117	$353,714

Georgetown Heritage