C BURR ARTZ TRUST

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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

1934

Legal Domicile

Principal Officer

EDMOND B GREGORY

Phone

3016941630

Tax Period

2024-07-01 to 2025-06-30

C BURR ARTZ TRUST, founded in 1934, is a small nonprofit that reported $421K in total revenue in fiscal year 2024. Revenue surged 311% from the prior year, signaling strong growth momentum. The organization ran a surplus of $288K, a strong 69% operating margin.

Mission

OPERATIONAL SUPPORT FOR THE C. BURR ARTZ LIBRARY.

Program Service Accomplishments

Program 1

Expenses: $127,801

SUPPLEMENTAL OPERATIONAL SUPPORT TO THE C. BURR ARTZ LIBRARY, PART OF THE FREDERICK COUNTY, MD PUBLIC LIBRARY SYSTEM.

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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 $0

Program Service Revenue $0

Investment Income $420,680

Other Revenue $0

TOTAL REVENUE $420,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,801

Other Expenses $132,251

TOTAL EXPENSES $132,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,680	$102,328	+3.1%
Expenses	$132,251	$131,442	+0.0%
Net Income	$288,429	$-29,114	-10.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDMOND B GREGORY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MARSH	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER BAKER	TRUSTEE	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	$420,680	$132,251	$6,491,751	$288,429
2024	$102,328	$131,442	$6,068,076	$-29,114
2023	$74,318	$178,957	$5,540,085	$-104,639
2022	$222,104	$148,528	$5,245,323	$73,576
2021	$635,544	$161,605	$6,397,203	$473,939