MILES WHITE BENEFICIAL SOCIETY OF BALTO CITY (EIN 520794615) - 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

1874

Legal Domicile

Principal Officer

Clinton Pettus

Phone

4435788225

Tax Period

2023-01-01 to 2023-12-31

MILES WHITE BENEFICIAL SOCIETY OF BALTO CITY, founded in 1874, is a micro nonprofit that reported $83K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $237K exceeded revenue, resulting in a 185% operating deficit.

Mission

TO ADVANCE SOCIAL JUSTICE IN THE CITY OF BALTIMORE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $82,934

Other Revenue $410

TOTAL REVENUE $83,344

Expense Breakdown

Grants Paid $209,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,698

Other Expenses $28,362

TOTAL EXPENSES $237,362

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,344	$249,340	-0.7%
Expenses	$237,362	$228,718	+0.0%
Net Income	$-154,018	$20,622	-8.5%

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
ELIZABETH HARLAN	VP (EF 10/23) PRES (TIL 10/23)	3.0	Officer Director	$0	$0	$0
ALEXANDRA BELL	PRES (EF 10/23) VP (TIL 10/23)	3.0	Officer Director	$0	$0	$0
PHILLIP FRATESI	TREASURER	1.75	Officer Director	$0	$0	$0
AMY SCHMALJOHN	SECRETARY	2.5	Officer Director	$0	$0	$0
HEIDI BLALOCK	BOARD MEMBER (UNTIL 10/23)	1.5	Director	$0	$0	$0
MADELINE DOLL	BOARD MEMBER	1.25	Director	$0	$0	$0
ALISON DUNCAN	BOARD MEMBER	1.25	Director	$0	$0	$0
GULIELMA FAGER	BOARD MEMBER	1.25	Director	$0	$0	$0
CLINTON PETTUS	BOARD MEMBER	2.0	Director	$0	$0	$0
DEEPTI SCHARF	BOARD MEMBER	1.25	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
2024	No data	No data	No data	No data
2023	$83,344	$237,362	$3,173,174	$-154,018
2022	$249,340	$228,718	$2,665,382	$20,622
2021	$80,234	$199,478	$3,943,660	$-119,244
2020	$243,465	$187,420	$3,361,863	$56,045
2019	$35,693	$142,045	$2,843,569	$-106,352
2018	$50,310	$145,545	$2,223,951	$-95,235

MILES WHITE BENEFICIAL SOCIETY OF BALTO CITY