ST MARYS COUNTY HISTORICAL SOCIETY INC (EIN 520906455) - 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

1951

Legal Domicile

Principal Officer

TIMOTHY HEELY

Phone

3014752467

Tax Period

2024-01-01 to 2024-12-31

ST MARYS COUNTY HISTORICAL SOCIETY INC, founded in 1951, is a small nonprofit that reported $122K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $135K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO COLLECT, PRESERVE, RESEARCH AND INTERPRET THE HISTORY OF ST MARYS COUNTY, MARYLAND HOLDING THESE COLLECTIONS IN TRUST FOR THE USE AND EDUCATION OF THE PUBLIC.

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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 $97,092

Program Service Revenue $18,193

Investment Income $1,526

Other Revenue $5,083

TOTAL REVENUE $121,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,167

Fundraising Expenses $1,746

Program Expenses $75,198

Other Expenses $88,124

TOTAL EXPENSES $135,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$121,894	$131,875	-0.1%
Expenses	$135,291	$123,879	+0.1%
Net Income	$-13,397	$7,996	-2.7%

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

Total Directors

Key Employees

$17,552

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER LAPORTE	EXECUTIVE DIRECTOR	21	Key Emp	$17,552	$0	$17,552
SUSAN LAWRENCE DYER	DIRECTOR	1	Director	$0	$0	$0
JASON BABCOCK	DIRECTOR	1	Director	$0	$0	$0
ROY R DYSON	DIRECTOR	1	Director	$0	$0	$0
BARBARA IVES	DIRECTOR	1	Director	$0	$0	$0
MICHAEL MUMMAUGH	DIRECTOR	1	Director	$0	$0	$0
JOHN HOUSER	DIRECTOR	1	Director	$0	$0	$0
GENE WOOD	DIRECTOR	1	Director	$0	$0	$0
LYNN FITRELL	DIRECTOR	1	Director	$0	$0	$0
MARSHA WILLIAMS	DIRECTOR	1	Director	$0	$0	$0
DAN KERNS	DIRECTOR	1	Director	$0	$0	$0
TIM BENSON	DIRECTOR	1	Director	$0	$0	$0
STEVE GASS	DIRECTOR	1.0	Director	$0	$0	$0
PATRICK WOODBURN	DIRECTOR	1	Director	$0	$0	$0
TIM HEELY	PRESIDENT	1	Officer	$0	$0	$0
J ERNEST BELL II	SECRETARY	1	Officer	$0	$0	$0
CHRISTINE STERLING SENESE	TREASURER	1	Officer	$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	$121,894	$135,291	$505,174	$-13,397
2021	$105,717	$104,676	$506,608	$1,041

ST MARYS COUNTY HISTORICAL SOCIETY INC