CALVERT COUNTY HISTORICAL SOC 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

Principal Officer

GREG BROWN

Phone

4105352452

Tax Period

2024-06-01 to 2025-05-31

CALVERT COUNTY HISTORICAL SOC INC is a small nonprofit that reported $113K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Net assets of $1.2M represent 133 months of operating reserves.

Mission

TO COLLECT, PRESERVE, RESEARCH, AND SHARE THE HISTORY OF CALVERT COUNTY.

Program Service Accomplishments

Program 1

Expenses: $87,354

MAINTAIN AND EXPAND A LIBRARY AND ARCHIVAL RESEARCH FACILITY OF REGIONAL, LOCAL, AND FAMILY HISTORY. RESPOND TO RESEARCH REQUESTS FROM VISITING RESEARCHERS AND THOSE WHO ASK FOR ASSISTANCE OVER THE...

Program 2

FUND RAISING EFFORTS TO PURCHASE A MOBILE SHELVING SYSTEM IN ARCHIVES LIBRARY THAT WILL ALLOW US TO MAKE COLLECTION MORE ACCESSIBLE TO RESEARCHER, ADD MORE SPACE FOR NEW ITEMS, AND PROMOTE...

FUND RAISING EFFORTS TO PURCHASE A MOBILE SHELVING SYSTEM IN ARCHIVES LIBRARY THAT WILL ALLOW US TO MAKE COLLECTION MORE ACCESSIBLE TO RESEARCHER, ADD MORE SPACE FOR NEW ITEMS, AND PROMOTE PRESERVATION OF CURRENT ITEMS.

Program 3

SERVE AS A RESOURCE CENTER FOR LOCAL HISTORY. WORK WITH CALVERT CO. SCHOOL SYSTEM TO PROMOTE ANNUAL COUNTY HISTORY FAIR AND OTHER COUNTY AGENCIES TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES...

SERVE AS A RESOURCE CENTER FOR LOCAL HISTORY. WORK WITH CALVERT CO. SCHOOL SYSTEM TO PROMOTE ANNUAL COUNTY HISTORY FAIR AND OTHER COUNTY AGENCIES TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES AND ARCHAELOGICAL SITES. PARTNER WITH OTHER NON-PROFIT AGENCIES TO INCREASE THE PUBLIC'S AWARENESS OF OUR COUNTY'S HISTORY. PROVIDE A ONE WEEK KIDS HISTORY CAMP FOR 8-12 YEAR OLDS TO FAMILIARIZE CHILDREN WITH FAMILY AND LOCAL HISTORY.

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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 $46,416

Program Service Revenue $20,566

Investment Income $45,578

Other Revenue $0

TOTAL REVENUE $112,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,590

Fundraising Expenses $0

Program Expenses $87,354

Other Expenses $80,214

TOTAL EXPENSES $120,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,560	$83,118	+0.4%
Expenses	$120,804	$104,171	+0.2%
Net Income	$-8,244	$-21,053	-0.6%

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

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
KIRSTI UUNILA	PRESIDENT	5.00	Officer Director	$0	$0	$0
CAROLYN HOBBS	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
GREG BROWN	TREASURER	5.00	Officer Director	$0	$0	$0
SCOTT MCCOMB	SECRETARY	5.00	Officer Director	$0	$0	$0
JOYCE BAKI	DIRECTOR	1.00	Director	$0	$0	$0
CARL FLEISCHHAUER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HANCE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HANCE-WELLS	DIRECTOR	1.00	Director	$0	$0	$0
RANDI PARKER-NILES	DIRECTOR	1.00	Director	$0	$0	$0
DONALD BROWN	DIRECTOR	1.00	Director	$0	$0	$0
G RICHARD GRAY	DIRECTOR	1.00	Director	$0	$0	$0
SUE MILLS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MOHLER	DIRECTOR	1.00	Director	$0	$0	$0
RANDY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SHISLER	DIRECTOR	1.00	Director	$0	$0	$0
RICK WEBER	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
2025	$112,560	$120,804	$1,249,833	$-8,244
2024	$83,118	$104,171	$1,259,056	$-21,053
2023	$79,429	$170,801	$1,290,004	$-91,372
2022	$498,928	$130,959	$1,372,424	$367,969
2021	$131,897	$117,121	$1,003,974	$14,776
2020	$56,673	$110,640	$988,814	$-53,967