Civic Intelligence

Georgetown Heritage

EIN 30-0830983 • 501(c)3 • Washington, DC

Profile

Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and Barge in Georgetown.

1000 Potomac StreetWashington, DC 20007

georgetownheritage.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.15x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$142,043

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-2.5%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$2,266,498

Down $323,125 (-12%) from 2023

Liabilities

Down

$142,646

Down $375,816 (-72%) from 2023

Net Assets

Up

$2,123,852

Up $52,691 (+2.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Down

$932,342

Down $24,312 (-2.5%) from 2023

Expenses

Down

$879,650

Down $41,572 (-4.5%) from 2023

Net Income

Up

$52,692

Up $17,260 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $3,464,523Liabilities 2016: $3,042,518Net Assets 2016: $422,0052016Assets 2017: $3,362,835Liabilities 2017: $2,675,131Net Assets 2017: $687,7042017Assets 2018: $2,942,117Liabilities 2018: $1,895,636Net Assets 2018: $1,046,4812018Assets 2019: $2,518,143Liabilities 2019: $1,905,636Net Assets 2019: $612,5072019Assets 2020: $2,205,274Liabilities 2020: $662,324Net Assets 2020: $1,542,9502020Assets 2021: $2,208,286Liabilities 2021: $232,857Net Assets 2021: $1,975,4292021Assets 2022: $2,618,223Liabilities 2022: $152,439Net Assets 2022: $2,465,7842022Assets 2023: $2,589,623Liabilities 2023: $518,462Net Assets 2023: $2,071,1612023Assets 2024: $2,266,498Liabilities 2024: $142,646Net Assets 2024: $2,123,8522024

Highlighted filing

2024

Assets$2,266,498
Liabilities$142,646
Net Assets$2,123,852
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2016: $513,368Expenses 2016: $104,256Net Income 2016: $409,1122016Revenue 2017: $1,107,031Expenses 2017: $836,786Net Income 2017: $270,2452017Revenue 2018: $1,197,457Expenses 2018: $843,743Net Income 2018: $353,7142018Revenue 2019: $907,936Expenses 2019: $1,342,288Net Income 2019: -$434,3522019Revenue 2020: $1,515,138Expenses 2020: $879,826Net Income 2020: $635,3122020Revenue 2021: $1,872,508Expenses 2021: $1,440,027Net Income 2021: $432,4812021Revenue 2022: $1,333,687Expenses 2022: $810,604Net Income 2022: $523,0832022Revenue 2023: $956,654Expenses 2023: $921,222Net Income 2023: $35,4322023Revenue 2024: $932,342Expenses 2024: $879,650Net Income 2024: $52,6922024

Highlighted filing

2024

Revenue$932,342
Expenses$879,650
Net Income$52,692
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,266,498
Liabilities
$142,646
Net assets
$2,123,852
Revenue
$932,342
Expenses
$879,650
Net income
$52,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.14$2.12$0.93$0.88$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.59$0.52$2.07$0.96$0.92$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.15$2.47$1.33$0.81$0.52
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.23$1.98$1.87$1.44$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.66$1.54$1.52$0.88$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.52$1.91$0.61$0.91$1.34$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.94$1.90$1.05$1.20$0.84$0.35
2017Detailed filing. Detailed filing data is available for this year.$3.36$2.68$0.69$1.11$0.84$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.46$3.04$0.42$0.51$0.10$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 8, 2025
Return Version
2023v6.0
Gross Receipts
$932,342
Mission and Program Overview

Mission

Promote and present the history of Georgetown - Washington, DC. Including working with the National Park Service to improve historical areas, create information centers, and to restore the C&O Canal and Barge in Georgetown.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,218,365$1,149,681▼ $68,684
Savings and Temporary Cash Investments$374,938$923,175▲ $548,237
Pledges and Grants Receivable$103,384$93,384▼ $10,000
Accounts Receivable$20,500$85,500▲ $65,000
Cash and Non-Interest-Bearing Accounts$837,308$9,717▼ $827,591
Prepaid Expenses and Deferred Charges$35,128$5,041▼ $30,087
Total Assets$2,589,623$2,266,498▼ $323,125
Liabilities
Accounts Payable and Accrued Expenses$63,792$90,806▲ $27,014
Deferred Revenue$454,670$51,840▼ $402,830
Total Liabilities$518,462$142,646▼ $375,816
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,957,780$2,023,852▲ $66,072
Net Assets With Donor Restrictions$113,381$100,000▼ $13,381
Total Net Assets Fund Balance$2,071,161$2,123,852▲ $52,691
Total Liabilities and Net Assets / Fund Balance$2,589,623$2,266,498▼ $323,125

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,145,772$222,313$1,368,085
Equipment$3,909$7,022$10,931
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jason ZoggDirector of PlanningFT$142,043$142,043
Samuel CarnegieProgram ManagerFT$125,145$125,145

Board Members and Trustees

NameTitle
Jennifer Altemus RommChair
Brooke StroudVice Chair
William FreyvogelDirector
William MoroneyDirector
Joe SternliebSecretary
John GirouardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$858,050
Program Service Revenue
$38,657
Investment Income
$34,804
Other Revenue
$831
All Other Contributions
$205,220
Change in Net Assets
$52,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$489,458
Other Expenses$390,192
Total Fundraising Expense$10,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$244,487$152,173-$396,660
Other Expenses$212,649--$212,649
Depreciation Depletion$68,404$280-$68,684
Other Employee Benefits$1,200$47,529-$48,729
Insurance$44,291$3,526-$47,817
Payroll Taxes-$44,069-$44,069
Fees for Services Accounting-$31,839-$31,839
Fees for Services Other-$11,894-$11,894
Fees for Services Management--$10,777$10,777
Travel-$2,740-$2,740
Office Expenses$2,088$254-$2,342
Advertising$1,450--$1,450
Total Functional Expenses$574,569$294,304$10,777$879,650
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The form 990 is reviewed and approved by the chair. A copy is then provided to all members of the board of directors. Coard members are given a period of time to review the form 990 and respond with any questions as needed. Once the period of review has ended, the chair signs and the return is e-filed.”

Conflict of interest policy compliance Part VI line 12C

“Officers and directors are required to sign an acknowledgement each year that they have received the conflict of interest policy. Each officer and director is asked to notify the board of any conflicts of interest. Officers and directors abstain from any approval of salaries or other forms of compensation for themselves.”

CEO executive director top management comp Part VI line 15A

“Compensation of the executive director is evaluated on an annual basis by the board of directors executive committee. Compensation is based upon the level of skill required for the position, comparison of compensation to similar positions in the non-profit industry, and an evaluation of the individuals achievements during the year. Determination of the compensation is documented by the executive committee. Officers and directors of the organization are not compensated by the organization.”

Governing documents etc available to public Part VI line 19

“The organization makes the following documents available to the public as they are requested:exempt organization registration statement federal form 990conflict of interest policyaudited financial statements”

Filing and Contact Details

Filer

Filer Name
Georgetown Heritage
EIN
30-0830983
Address
1000 Potomac Street, Washington, DC 20007

Signing Officer

Name
Michael Summey
Title
CFO
Signed
2025-08-08
Discuss with paid preparer
No

Organization Details

Formed
2014
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
23

Preparer

Firm
Abercrombie and Associates LLC
Address
8609 Second Avenue 507B, Silver Spring, MD 20910
Preparer
Tim Abercrombie
Phone
3015855050
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE CHAIR. A COPY IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. COARD MEMBERS ARE GIVEN A PERIOD OF TIME TO REVIEW THE FORM 990 AND RESPOND WITH ANY QUESTIONS AS NEEDED. ONCE THE PERIOD OF REVIEW HAS ENDED, THE CHAIR SIGNS AND THE RETURN IS E-FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT EACH YEAR THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY. EACH OFFICER AND DIRECTOR IS ASKED TO NOTIFY THE BOARD OF ANY CONFLICTS OF INTEREST. OFFICERS AND DIRECTORS ABSTAIN FROM ANY APPROVAL OF SALARIES OR OTHER FORMS OF COMPENSATION FOR THEMSELVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF THE EXECUTIVE DIRECTOR IS EVALUATED ON AN ANNUAL BASIS BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE. COMPENSATION IS BASED UPON THE LEVEL OF SKILL REQUIRED FOR THE POSITION, COMPARISON OF COMPENSATION TO SIMILAR POSITIONS IN THE NON-PROFIT INDUSTRY, AND AN EVALUATION OF THE INDIVIDUALS ACHIEVEMENTS DURING THE YEAR. DETERMINATION OF THE COMPENSATION IS DOCUMENTED BY THE EXECUTIVE COMMITTEE. OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC AS THEY ARE REQUESTED:EXEMPT ORGANIZATION REGISTRATION STATEMENT FEDERAL FORM 990CONFLICT OF INTEREST POLICYAUDITED FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
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IRS990/WebsiteAddressTxt0georgetownheritage.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Summey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Georgetown Heritage
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0300830983
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 Potomac Street
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743116770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abercrombie and Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08609 Second Avenue 507B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Silver Spring
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020910
ReturnHeader/PreparerPersonGrp/PhoneNum03015855050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Abercrombie
ReturnHeader/ReturnTs02025-08-14T16:06:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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