Beaufort Historical Association Inc

EIN: 566075610 501(c)(3) Arts, Culture & Humanities

Beaufort, NC

Total Revenue
$706,352
Total Expenses
$691,705
Total Assets
$1,067,111
Net Assets
$1,063,982
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
NC
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 mission is the preservation of the historical aspects of the town of Beaufort NC.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
24
Independent Members
24
Employees
13
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
5
$0
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
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
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