Beaufort Historical Association Inc

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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

1960

Legal Domicile

Principal Officer

Bill Snyder

Phone

2527285225

Tax Period

2024-01-01 to 2024-12-31

Beaufort Historical Association Inc, founded in 1960, is a small nonprofit in the Arts, Culture & Humanities sector that reported $706K in total revenue in fiscal year 2024.

Mission

The organization's primary exempt purpose is the preservation of the historical aspects of Beaufort NC.

Program Service Accomplishments

Program 1

Expenses: $586,847 Revenue: $417,370

The organization's accomplishments include providing information and activities showcasing Beaufort, NC's historical buildings and heritage.

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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 $173,326

Program Service Revenue $417,370

Investment Income $10,866

Other Revenue $104,790

TOTAL REVENUE $706,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $326,490

Fundraising Expenses $0

Program Expenses $586,847

Other Expenses $365,215

TOTAL EXPENSES $691,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$706,352	$660,111	+0.1%
Expenses	$691,705	$662,285	+0.0%
Net Income	$14,647	$-2,174	-7.7%

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

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
Marshall Beach	Treasurer	1.00	Officer Director	$0	$0	$0
Vick Moore	Member	1.00	Director	$0	$0	$0
Joyce McCune	Secretary	1.00	Officer Director	$0	$0	$0
Jim Cash	Member	1.00	Director	$0	$0	$0
Kristy Harvey	Member	1.00	Director	$0	$0	$0
Paul Mastin	Vice President	1.00	Officer Director	$0	$0	$0
Lynn Eury	Member	1.00	Director	$0	$0	$0
Elizabeth Gould	Asst Treasurer	1.00	Officer Director	$0	$0	$0
Doug Grieve	Member	1.00	Director	$0	$0	$0
Wes Ragland	Member	1.00	Director	$0	$0	$0
Gail Williams	Member	1.00	Director	$0	$0	$0
Angie Harker	Member	1.00	Director	$0	$0	$0
Ruth Cecil	Member	1.00	Director	$0	$0	$0
Bill Snyder	President	1.00	Officer Director	$0	$0	$0
Doug Townsend	Member	1.00	Director	$0	$0	$0
Tom Forrester	Member	1.00	Director	$0	$0	$0
Walter O'Berry	Member	1.00	Director	$0	$0	$0
John Phillips	Member	1.00	Director	$0	$0	$0
Joan Shore	Member	1.00	Director	$0	$0	$0
Anita Waff	Member	1.00	Director	$0	$0	$0
Heidi Cawman	Member	1.00	Director	$0	$0	$0
Susan McGee	Member	1.00	Director	$0	$0	$0
Heidi Radford	Member	1.00	Director	$0	$0	$0
Doug Williams	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
2024	$706,352	$691,705	$1,067,111	$14,647
2023	$660,111	$662,285	$1,052,867	$-2,174
2022	$703,973	$696,601	$1,056,603	$7,372
2021	$738,539	$798,505	$1,056,528	$-59,966
2020	$555,927	$517,402	$1,125,458	$38,525
2019	$536,222	$569,117	$1,076,925	$-32,895
2018	$495,771	$487,177	$1,108,348	$8,594