BASILICA OF THE ASSUMPTION HISTORIC TRUST INC

EIN: 521065433 501(c)(3)

BALTIMORE, MD

Total Revenue
$220,418
Total Expenses
$126,674
Total Assets
$3,691,747
Net Assets
$3,484,996
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
MD
Principal Officer
Most Rev William E Lori
Phone
4105475523
Tax Period
2023-07-01 to 2024-06-30

BASILICA OF THE ASSUMPTION HISTORIC TRUST INC, founded in 1976, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 43% operating margin.

Mission

TO MAINTAIN,PRESERVE, REPAIR AND RESTORE ALL STRUCTURES AND PROPERTY AT THE SITE KNOWN AS THE BASILICA OF THE ASSUMPTION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $179,592
Program Service Revenue $0
Investment Income $29,237
Other Revenue $11,589
TOTAL REVENUE $220,418

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $126,674
Other Expenses $126,674
TOTAL EXPENSES $126,674

Year-over-Year Comparison

2023 2022 Change
Revenue $220,418 $494,770 -0.6%
Expenses $126,674 $124,150 +0.0%
Net Income $93,744 $370,620 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
N/A

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
5
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Stephanie Clancy President 0.10
Officer Director
$0 $0 $0
Dcn Sean P Keller Vice President 0.10
Officer Director
$0 $0 $0
Wm Randolph Weber Esq Secretary 0.10
Officer Director
$0 $0 $0
Gerald J Laporte Esq Treasurer 0.10
Officer Director
$0 $0 $0
HE Vicki Downey Trustee 0.10
Director
$0 $0 $0
Tyler Tate Trustee 0.10
Director
$0 $0 $0
Eric Gregory Esq Trustee 0.10
Director
$0 $0 $0
Sandy Murphy Trustee 0.10
Director
$0 $0 $0
Malvin Pavik Trustee 0.10
Director
$0 $0 $0
Abiodun Babs Shonaiya Trustee 0.10
Director
$0 $0 $0
Duncan Stroik Trustee 0.10
Director
$0 $0 $0
Geoffrey Verhoff Trustee 0.10
Director
$0 $0 $0
George Weigel Trustee 0.10
Director
$0 $0 $0
Claire Landry Wickersham Trustee 0.10
Director
$0 $0 $0
Most Rev William E Lori Chairman 0.10
Officer Director
$0 $0 $0
Rev Brendan Fitzgerald Trustee 0.10
Director
$0 $0 $0
HE Michael Ruck Sr Trustee 0.10
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 $220,418 $126,674 $3,691,747 $93,744
2023 $494,770 $124,150 $3,690,550 $370,620
2022 $225,490 $104,234 $3,208,321 $121,256
2021 $664,290 $101,941 $3,950,370 $562,349
2020 $155,589 $370,113 $3,408,346 $-214,524
2019 $121,273 $134,362 $3,538,722 $-13,089
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