HARBOR HISTORICAL ASSOCIATION OF GEORGETOWN (EIN 571007851) - 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

1994

Legal Domicile

Principal Officer

JOHN WEAVER III

Phone

8435200111

Tax Period

2023-01-01 to 2023-12-31

HARBOR HISTORICAL ASSOCIATION OF GEORGETOWN, founded in 1994, is a small nonprofit in the Education sector that reported $703K in total revenue in fiscal year 2023. Expenses of $649K left a modest 8% surplus.

Mission

PRESERVE AND PROMOTE MARITIME HISTORY OF SOUTH CAROLINA AND GEORGETOWN. ESTABLISH AND PROMOTE A MUSEUM FOR THE EXEMPT PURPOSE OF EDUCATION AND PRESERVATION OF EXHIBITS AND ARTIFACTS. CONDUCTING THE GEORGETOWN WOODEN BOAT SHOW EXHIBIT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $137,335

Program Service Revenue $445,477

Investment Income $25,372

Other Revenue $95,219

TOTAL REVENUE $703,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,186

Fundraising Expenses $0

Program Expenses $368,178

Other Expenses $527,768

TOTAL EXPENSES $648,954

Year-over-Year Comparison

	2023	2022	Change
Revenue	$703,403	$678,221	+0.0%
Expenses	$648,954	$652,293	0.0%
Net Income	$54,449	$25,928	+1.1%

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
JOHNNY WEAVER	PRESIDENT	8.00	Officer Director	$0	$0	$0
PERRY COLLINS	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
JOHN BENSON	TREASURER	3.75	Officer Director	$0	$0	$0
SALLY SWINEFORD	SECRETARY	3.00	Officer Director	$0	$0	$0
AMY JONES	DIRECTOR	1.00	Officer Director	$0	$0	$0
FRANCIS B FORD JR	DIRECTOR	1.00	Director	$0	$0	$0
TOM NEWMISTER	DIRECTOR	1.00	Director	$0	$0	$0
MAC MCALISTER	DIRECTOR	1.00	Director	$0	$0	$0
TARA CRAMER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HIBBS	DIRECTOR	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	No data	No data	No data	No data
2023	$703,403	$648,954	$3,072,342	$54,449
2022	$678,221	$652,293	$3,102,926	$25,928
2021	$602,904	$496,375	$3,138,527	$106,529
2020	$347,138	$387,208	$3,069,475	$-40,070
2019	$552,009	$548,246	$2,995,253	$3,763
2018	$584,277	$567,270	$3,025,883	$17,007

HARBOR HISTORICAL ASSOCIATION OF GEORGETOWN