BALTIMORE HERITAGE AREA ASSOCIATION INC (EIN 452429915) - 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

2011

Legal Domicile

Principal Officer

SHAUNTEE DANIELS

Phone

4108786411

Tax Period

2024-07-01 to 2025-06-30

BALTIMORE HERITAGE AREA ASSOCIATION INC, founded in 2011, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

PROMOTING, PRESERVING, AND ENHANCING BALTIMORE'S HISTORIC AND CULTURAL LEGACY AND NATURAL RESOURCES FOR CURRENT AND FUTURE GENERATIONS.

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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 $1,175,433

Program Service Revenue $184,818

Investment Income $150

Other Revenue $0

TOTAL REVENUE $1,360,401

Expense Breakdown

Grants Paid $302,261

Salaries & Benefits $379,731

Fundraising Expenses $7,693

Program Expenses $1,265,454

Other Expenses $649,051

TOTAL EXPENSES $1,331,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,360,401	$1,198,643	+0.1%
Expenses	$1,331,043	$1,290,293	+0.0%
Net Income	$29,358	$-91,650	-1.3%

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

$121,339

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES PIPER BOND	PRESIDENT	5.00	Officer Director	$0	$0	$0
JEANNIE HOWE	SECRETARY	3.00	Officer Director	$0	$0	$0
ROBERT E THOMAS	TREASURER	3.00	Officer Director	$0	$0	$0
CAROLYN O MOZELL	DIRECTOR	1.00	Director	$0	$0	$0
NANCY PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
SHAUNTEE DANIELS	EXECUTIVE DIRECTOR	40.00	Officer	$104,069	$17,270	$121,339

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	$1,360,401	$1,331,043	$595,251	$29,358
2024	$1,198,643	$1,290,293	$756,679	$-91,650
2023	$1,127,567	$1,058,797	$836,996	$68,770
2022	$829,993	$870,366	$780,598	$-40,373
2021	$649,204	$626,587	$376,128	$22,617
2020	$837,873	$647,098	$327,571	$190,775
2019	$842,811	$838,992	$239,000	$3,819
2018	$877,418	$873,795	$178,980	$3,623

BALTIMORE HERITAGE AREA ASSOCIATION INC