HISTORIC GEORGETOWN 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

1970

Legal Domicile

Principal Officer

NANCY HALE

Phone

3035692840

Tax Period

2024-05-01 to 2025-04-30

HISTORIC GEORGETOWN INC, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $380K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $325K left a modest 14% surplus.

Mission

TO FOSTER A COMMUNITY IN WHICH EACH CITIZEN CONTRIBUTES TO THE PRESERVATION OF HISTORIC STRUCTURES AND AREAS OF GEORGETOWN. IN DOING SO, PEOPLE CAN IMMERSE THEMSELVES IN THE RICH CULTURE & KNOWLEDGE OF OUR TOWN'S HISTORY.

Program Service Accomplishments

Program 1

Expenses: $234,855 Revenue: $66,602

OVER THE YEARS, WE HAVE HANDLED THE ACQUISITION AND PRESERVATION OF HISTORIC STRUCTURES AS WELL AS THE CONSERVATION OF THE SETTING THROUGH OPEN LANDS, PROMOTION OF HERITAGE TOURISM, CULTURAL AND...

OVER THE YEARS, WE HAVE HANDLED THE ACQUISITION AND PRESERVATION OF HISTORIC STRUCTURES AS WELL AS THE CONSERVATION OF THE SETTING THROUGH OPEN LANDS, PROMOTION OF HERITAGE TOURISM, CULTURAL AND FUNDRAISING EVENTS, PUBLICATIONS, EDUCATIONAL COURSES, AND A CONSTANTAND SOMETIMES BOISTEROUS COMMITMENT TO THE INTEGRITY OF THE LANDMARK DISTRICT. TODAY, WE CONTINUOUSLY PURSUE OUR HISTORIC PRESERVATION GOALS THROUGH COMMUNITY EDUCATION PROGRAMS, RESTORATION PROJECTS, HISTORICAL PROPERTY CONSERVATION MOVEMENTS, AND MORE.

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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 $48,001

Program Service Revenue $66,602

Investment Income $10

Other Revenue $265,075

TOTAL REVENUE $379,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,771

Fundraising Expenses $12,404

Program Expenses $234,855

Other Expenses $212,519

TOTAL EXPENSES $325,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$379,688	$221,096	+0.7%
Expenses	$325,290	$307,267	+0.1%
Net Income	$54,398	$-86,171	-1.6%

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

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

$66,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY HALE	EXECUTIVE DI	40.00	Officer	$66,733	$0	$66,733
ELIZABETH MONTGOMERY	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
MARY SMITH	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ELLEN ELLIOTT	SECRETARY	4.00	Officer Director	$0	$0	$0
GREGG PEDERSON	TREASURER	4.00	Officer Director	$0	$0	$0
NORMA HAFENSTEIN	DIRECTOR	4.00	Director	$0	$0	$0
JAN SHIRLAW	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT GIBBS	DIRECTOR	4.00	Director	$0	$0	$0
KATHY HOEFT	DIRECTOR	4.00	Director	$0	$0	$0
GARY FASELT	DIRECTOR	4.00	Director	$0	$0	$0
SUE KNOUS	DIRECTOR	4.00	Director	$0	$0	$0
JIM BLUGERMAN	DIRECTOR	4.00	Director	$0	$0	$0
JOHN SPRUNGER	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT MAUGHAN	DIRECTOR	4.00	Director	$0	$0	$0
VICKIE ARRASTIA	DIRECTOR	4.00	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	$379,688	$325,290	$4,033,932	$54,398
2024	$221,096	$307,267	$3,996,602	$-86,171
2023	$255,528	$318,153	$4,056,622	$-62,625
2022	$229,400	$312,011	$4,116,393	$-82,611
2021	$363,446	$200,125	$4,193,598	$163,321
2020	$295,767	$234,839	$4,040,260	$60,928
2020	$295,767	$234,839	$4,040,260	$60,928
2019	$396,514	$193,595	$3,991,366	$202,919