FOUNDATION FOR THE PRESERVATION OF HISTORIC GEORGETOWN (EIN 526066122) - 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

1965

Legal Domicile

Principal Officer

PETER H JOST

Phone

2023659334

Tax Period

2024-02-01 to 2025-01-31

FOUNDATION FOR THE PRESERVATION OF HISTORIC GEORGETOWN, founded in 1965, is a small nonprofit that reported $150K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 48% operating margin.

Mission

EASEMENT PRESERVATION

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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 $0

Program Service Revenue $0

Investment Income $39,110

Other Revenue $111,200

TOTAL REVENUE $150,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,827

Other Expenses $77,451

TOTAL EXPENSES $77,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$150,310	$120,429	+0.2%
Expenses	$77,451	$76,913	+0.0%
Net Income	$72,859	$43,516	+0.7%

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
PETER H JOST	President	1.00	Officer Director	$0	$0	$0
ALLISON SCHAFER	Trustee	1.00	Director	$0	$0	$0
LUIS F TORRES	Secretary	1.00	Officer Director	$0	$0	$0
JOHN A HODGES	Trustee	1.00	Director	$0	$0	$0
SHELLEY ROSS-LARSON	Trustee	1.00	Director	$0	$0	$0
LAURA MORREALE	Trustee	1.00	Director	$0	$0	$0
LAURA S NELSON	Trustee	1.00	Director	$0	$0	$0
PHILIP D MORRISON	Trustee	1.00	Director	$0	$0	$0
STEHEN VANZE	Trustee	1.00	Director	$0	$0	$0
CELIA C LOVELL	Treasurer	1.00	Officer Director	$0	$0	$0
OUTERBRIDGE HORSEY	Trustee	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	$150,310	$77,451	$1,328,815	$72,859
2024	$120,429	$76,913	$1,174,936	$43,516
2023	$118,911	$74,818	$1,083,511	$44,093
2022	$147,125	$91,424	$1,087,739	$55,701
2021	$116,165	$127,353	$1,476,998	$-11,188
2020	$135,932	$91,753	$1,446,105	$44,179
2019	$128,270	$110,781	$1,364,413	$17,489

FOUNDATION FOR THE PRESERVATION OF HISTORIC GEORGETOWN