GEORGETOWN HISTORICAL SOCIETY

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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

1979

Legal Domicile

Principal Officer

DEBBIE JONES

Phone

3028559660

Tax Period

2024-01-01 to 2024-12-31

GEORGETOWN HISTORICAL SOCIETY, founded in 1979, is a micro nonprofit that reported $97K in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 25% operating margin.

Mission

MANAGEMENT OF HISTORICAL BUILDINGS AND CARRIAGE MUSEUM.

Program Service Accomplishments

Program 1

Expenses: $42,987

ACTIVITIES PERFORMED BY THE HISORICAL SOCIETY PROMOTE RESEARCH, COLLECTION, AND PRESERVATION OF FACTS, AND ARTIFACTS OF ARCHAEOLOGICAL AND HISTORICAL NATURE WHICH MAY BE IDENTIFIED WITH THE...

ACTIVITIES PERFORMED BY THE HISORICAL SOCIETY PROMOTE RESEARCH, COLLECTION, AND PRESERVATION OF FACTS, AND ARTIFACTS OF ARCHAEOLOGICAL AND HISTORICAL NATURE WHICH MAY BE IDENTIFIED WITH THE DEVELOPMENT OF THE CULTURE OF GEORGETOWN,DE. TOURS AND RENTALS OF HISTORICAL BUILDINGS AND CARRIAGE MUSEUM BENEFIT 2500 TO 3000 PEOPLE ANNUALLY.

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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 $39,459

Program Service Revenue $14,179

Investment Income $3,531

Other Revenue $40,259

TOTAL REVENUE $97,428

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,195

Other Expenses $73,169

TOTAL EXPENSES $73,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,428	$48,194	+1.0%
Expenses	$73,169	$77,060	-0.1%
Net Income	$24,259	$-28,866	-1.8%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BOWDEN	BOD	N/A	Director	$0	$0	$0
LEVIN CLARK	BOD	N/A	Director	$0	$0	$0
RICK DRUDE	BOD	N/A	Director	$0	$0	$0
JUSTIN MEARS	BOD	N/A	Director	$0	$0	$0
JOHN PENUEL	BOD	N/A	Director	$0	$0	$0
BO SHOCKLEY	BOD	N/A	Director	$0	$0	$0
ANGELA TOWNSEND	TREASURER	N/A	Officer Director	$0	$0	$0
ROSALIE WALLS	CORR. SEC	N/A	Officer Director	$0	$0	$0
LAURA WILSON	SECRETARY	N/A	Officer Director	$0	$0	$0
DEBBIE JONES	PRESIDENT	N/A	Officer	$0	$0	$0
GARY WRIGHT	VICE PRESIDE	N/A	Officer	$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	$97,428	$73,169	$777,333	$24,259
2023	$48,194	$77,060	$753,074	$-28,866
2022	$51,686	$76,631	$782,487	$-24,945
2021	$148,390	$105,351	$807,432	$43,039
2020	$71,961	$65,281	$764,393	$6,680