HEART OF THE CIVIL WAR HERITAGE AR… - Form 990 Financial Data

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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

2013

Legal Domicile

Principal Officer

ELIZABETH SCOTT SHATTO

Phone

2402856727

Tax Period

2024-07-01 to 2025-06-30

HEART OF THE CIVIL WAR HERITAGE AREA INC, founded in 2013, is a small nonprofit in the Arts, Culture & Humanities sector that reported $407K in total revenue in fiscal year 2024. Expenses of $466K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PRESERVE AND PROMOTE THE HISTORIC SITES, TOWNS, CULTURAL LANDSCAPES AND DIVERSE STORIES IN CARROLL, FREDERICK AND WASHINGTON COUNTY, MARYLAND.

Program Service Accomplishments

Program 1

Expenses: $324,222 Revenue: $20,050

TECHNICAL ASSISTANCE: HCWHA OFFERS NONPROFIT ORGANIZATIONS ANDGOVERNMENT UNITS IN THE HERITAGE AREA TECHNICAL ASSISTANCE INCLUDINGGRANT WORKSHOPS, GRANT APPLICATION REVIEW, ASSISTANCE...

TECHNICAL ASSISTANCE: HCWHA OFFERS NONPROFIT ORGANIZATIONS ANDGOVERNMENT UNITS IN THE HERITAGE AREA TECHNICAL ASSISTANCE INCLUDINGGRANT WORKSHOPS, GRANT APPLICATION REVIEW, ASSISTANCE IDENTIFYINGFUNDING SOURCES, INFORMATION ABOUT TAX CREDITS, REFERRALS TOCONSULTANTS AND OTHER EXPERTS, SHARING BEST PRACTICES FOR HISTORICSITES AND MUSEUMS, EXTENSIVE ONLINE PROMOTION OF EVENTS AND PUBLICPROGRAMS, COORDINATION OF REGIONAL PROGRAMMING AND MARKETING EFFORTS,SECTION 106 REVIEW/ADVOCACY, PROGRAMMING OPPORTUNITIES AT NEWCOMERHOUSE, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES WHEN AVAILABLE.

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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 $369,658

Program Service Revenue $20,050

Investment Income $17,109

Other Revenue $0

TOTAL REVENUE $406,817

Expense Breakdown

Grants Paid $23,424

Salaries & Benefits $251,241

Fundraising Expenses $42,897

Program Expenses $324,222

Other Expenses $190,985

TOTAL EXPENSES $465,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$406,817	$385,446	+0.1%
Expenses	$465,650	$383,067	+0.2%
Net Income	$-58,833	$2,379	-25.7%

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

$100,663

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHUAN BUTCHER	DIRECTOR	1.00	Director	$0	$0	$0
ALFRED E MARTIN	TREASURER	1.00	Officer Director	$0	$0	$0
GARY CANDELARIA	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBYN SUMNER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD TURNER	DIRECTOR	1.00	Director	$0	$0	$0
AMY YINGLING	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
TEREANCE MOORE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN MCMASTERS	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID ZIEDELIS	DIRECTOR	1.00	Director	$0	$0	$0
MALLORY HUARD	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH SCOTT SHATTO	EXECUTIVE DIRECTOR	40.00	Officer	$97,731	$2,932	$100,663

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	$406,817	$465,650	$343,875	$-58,833
2024	$385,446	$383,067	$394,599	$2,379
2023	$469,691	$355,062	$406,970	$114,629
2022	$355,296	$328,079	$246,610	$27,217
2021	$315,402	$262,809	$216,859	$52,593
2020	$300,028	$311,222	$193,389	$-11,194
2019	$355,372	$334,377	$180,287	$20,995

HEART OF THE CIVIL WAR HERITAGE AREA INC