HISTORIC AUGUSTA INC

EIN: 586072126 501(c)(3) Arts, Culture & Humanities

AUGUSTA, GA

Total Revenue
$446,258
Total Expenses
$468,501
Total Assets
$1,739,819
Net Assets
$1,723,686
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
GA
Principal Officer
ERICK MONTGOMERY
Phone
7067240436
Tax Period
2024-01-01 to 2024-12-31

HISTORIC AUGUSTA INC, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $446K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $1.7M represent 46 months of operating reserves.

Mission

TO RAISE AWARENESS AND EDUCATE THE PUBLIC ABOUT THE HISTORY OF AUGUSTA AND TO PRESERVE HISTORIC AUGUSTA SITES AND STRUCTURES IN AUGUSTA AND RICHMOND COUNTY, GEORGIA.

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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 $316,821
Program Service Revenue $102,735
Investment Income $0
Other Revenue $26,702
TOTAL REVENUE $446,258

Expense Breakdown

Grants Paid $0
Salaries & Benefits $212,956
Fundraising Expenses $10,482
Program Expenses $215,352
Other Expenses $255,545
TOTAL EXPENSES $468,501

Year-over-Year Comparison

2024 2023 Change
Revenue $446,258 $401,737 +0.1%
Expenses $468,501 $583,333 -0.2%
Net Income $-22,243 $-181,596 -0.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
75
Independent Members
75
Employees
12
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
$88,726
Total Directors
73
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERICK MONTGOMERY EXECUTIVE DI 40.00
Officer
$88,726 $0 $88,726
ELIZABETH K HOPKINS TRUSTEE 1.00
Officer Director
$0 $0 $0
GEORGE D BUSH PRESIDENT 1.00
Officer Director
$0 $0 $0
JOSHUA BAKER TREASURER 1.00
Director
$0 $0 $0
JAN HODGES BURCH TRUSTEE 1.00
Director
$0 $0 $0
BRANDON K DIAL TRUSTEE 1.00
Director
$0 $0 $0
DR FAYE HARGROVE TRUSTEE 1.00
Director
$0 $0 $0
ROBERT MAULDIN 1ST VICE PRE 1.00
Officer Director
$0 $0 $0
JAMES O'NEAL TRUSTEE 1.00
Director
$0 $0 $0
CHRIS RUCKER TRUSTEE 1.00
Director
$0 $0 $0
PAMELA DORMINY-UROS TRUSTEE 1.00
Director
$0 $0 $0
JOHN GORDON MCBRAYER 2ND VICE PRE 1.00
Director
$0 $0 $0
KATE SASNETT BAILEY TRUSTEE 1.00
Director
$0 $0 $0
RACHEL CAGLE TRUSTEE 1.00
Director
$0 $0 $0
JOHN CATES TRUSTEE 1.00
Director
$0 $0 $0
JOHN FLYTHE TRUSTEE 1.00
Director
$0 $0 $0
LAURA IRWIN TRUSTEE 1.00
Director
$0 $0 $0
NATHAN JOLLES TRUSTEE 1.00
Director
$0 $0 $0
ANN KNOX TRUSTEE 1.00
Director
$0 $0 $0
LIBBY MACUCH TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH MCGEE TRUSTEE 1.00
Director
$0 $0 $0
SCYLANCE SCOTT TRUSTEE 1.00
Director
$0 $0 $0
JEFF SPEARS TRUSTEE 1.00
Director
$0 $0 $0
MEGAN SUTTON TRUSTEE 1.00
Director
$0 $0 $0
MAX VALLOTTON TRUSTEE 1.00
Director
$0 $0 $0
JOHN WILLIAMS TRUSTEE 1.00
Director
$0 $0 $0
ROBERT CAISON TRUSTEE 1.00
Director
$0 $0 $0
DR BENJAMIN CASELLA TRUSTEE 1.00
Director
$0 $0 $0
MARY HULL PALMER CRAWFORD TRUSTEE 1.00
Director
$0 $0 $0
ALLEN GRINALDS TRUSTEE 1.00
Director
$0 $0 $0
BAKER HATCHER TRUSTEE 1.00
Director
$0 $0 $0
GREG OSTEEN HOWARD TRUSTEE 1.00
Director
$0 $0 $0
JASON KENNEDY TRUSTEE 1.00
Director
$0 $0 $0
DR JOSHUA LANE TRUSTEE 1.00
Director
$0 $0 $0
HON J CARLISLE OVERSTREET TRUSTEE 1.00
Director
$0 $0 $0
ELLEN NEAL PRUITT TRUSTEE 1.00
Director
$0 $0 $0
KATIE WYNN TRUSTEE 1.00
Director
$0 $0 $0
KIRBY YAWN TRUSTEE 1.00
Director
$0 $0 $0
JACKIE M BLANCHARD HONORARY TRU 1.00
Director
$0 $0 $0
PATRICK G BLANCHARD HONORARY TRU 1.00
Director
$0 $0 $0
ANN B BOARDMAN HONORARY TRU 1.00
Director
$0 $0 $0
CLAYTON P BOARDMAN III HONORARY TRU 1.00
Director
$0 $0 $0
NANCY H BOWERS HONORARY TRU 1.00
Director
$0 $0 $0
DR LEE ANN CALDWELL WILSON HOUSE 1.00
Officer Director
$0 $0 $0
ANN CLAIBORNE CHRISTIAN HONORARY TRU 1.00
Director
$0 $0 $0
MARIAN CLARK HONORARY TRU 1.00
Director
$0 $0 $0
BRYAN M HALTERMANN HONORARY TRU 1.00
Director
$0 $0 $0
GEORGE S HARRISON HONORARY TRU 1.00
Director
$0 $0 $0
W TENNENT HOUSTON HONORARY TRU 1.00
Director
$0 $0 $0
PAUL G KING HONORARY TRU 1.00
Director
$0 $0 $0
PAULA C KNOX HONORARY TRU 1.00
Director
$0 $0 $0
W CAMERON NIXON HONORARY TRU 1.00
Director
$0 $0 $0
ROBERT C OSBORNE HONORARY TRU 1.00
Director
$0 $0 $0
HM OSTEEN JR HONORARY TRU 1.00
Director
$0 $0 $0
THOMAS HEARD ROBERTSON HONORARY TRU 1.00
Director
$0 $0 $0
CAROLYN A SIMON HONORARY TRU 1.00
Director
$0 $0 $0
CHRISTINE MILLER-BETTS EX-OFFICIO 1.00
Director
$0 $0 $0
LAURIE MCRAE SECRETARY 1.00
Director
$0 $0 $0
ANNE S FLOYD EX-OFFICIO 1.00
Director
$0 $0 $0
AL DALLAS TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER GEOFFROY TRUSTEE 1.00
Director
$0 $0 $0
KAYCIE JACKSON TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER MATTHEWS TRUSTEE 1.00
Director
$0 $0 $0
JOY NEWBERRY TRUSTEE 1.00
Director
$0 $0 $0
JANE KNOX BARRETT TRUSTEE 1.00
Director
$0 $0 $0
SUSAN CLAPP TRUSTEE 1.00
Director
$0 $0 $0
KAYLA COOPER TRUSTEE 1.00
Director
$0 $0 $0
CATHERINE HARDY TRUSTEE 1.00
Director
$0 $0 $0
TENNENT HOUSTON JR TRUSTEE 1.00
Director
$0 $0 $0
LEE LITTLE EVENTS CHAIR 1.00
Director
$0 $0 $0
COREY ROGERS TRUSTEE 1.00
Director
$0 $0 $0
ANN BETH STRELEC TRUSTEE 1.00
Director
$0 $0 $0
LEON MABEN EX-OFFICIO T 1.00
Director
$0 $0 $0
JACK WEINSTEIN EX-OFFICIO T 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 $446,258 $468,501 $1,739,819 $-22,243
2023 $401,737 $583,333 $1,763,360 $-181,596
2022 $663,372 $527,248 $1,941,812 $136,124
2021 $474,719 $426,054 $1,807,903 $48,665
2020 $333,288 $372,661 $1,837,431 $-39,373
2019 $466,215 $401,243 $1,842,518 $64,972
2018 $611,895 $610,697 $1,779,411 $1,198
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