THE KENT ISLAND HERITAGE SOCIETY INC (EIN 521227822) - 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

1975

Legal Domicile

Principal Officer

JOHN E BRODERICK

Tax Period

2022-07-01 to 2023-06-30

THE KENT ISLAND HERITAGE SOCIETY INC, founded in 1975, is a micro nonprofit that reported $98K in total revenue in fiscal year 2022. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $88K left a modest 10% surplus.

Mission

HISTORIC PRESERVATION OF HERITAGE OF KENT ISLAND AND PUBLIC AWARENESS OF ITS HISTORIC SIGNIFICANCE

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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 (2022)

Revenue Breakdown

Contributions & Grants $19,048

Program Service Revenue $71,793

Investment Income $5,924

Other Revenue $933

TOTAL REVENUE $97,698

Expense Breakdown

Grants Paid $1,250

Salaries & Benefits $0

Fundraising Expenses $811

Program Expenses $73,826

Other Expenses $86,530

TOTAL EXPENSES $87,780

Year-over-Year Comparison

	2022	2021	Change
Revenue	$97,698	$573,731	-0.8%
Expenses	$87,780	$70,438	+0.2%
Net Income	$9,918	$503,293	-1.0%

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
JOHN E BRODERICK	PRESIDENT	19.00	Officer Director	$0	$0	$0
DONNA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA S COLLIER	DIRECTOR	4.00	Director	$0	$0	$0
JOHN CONLEY	REC SECRETAR	8.00	Officer Director	$0	$0	$0
LOUIS CROUCH	DIRECTOR	4.50	Director	$0	$0	$0
CAROLE P FREDERICK	CORR SEC	1.00	Officer Director	$0	$0	$0
KRISTIN B GREEN	DIRECTOR	1.00	Director	$0	$0	$0
ERICKA KRIEGISCH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C LOWE	VICE PRESIDE	11.50	Officer Director	$0	$0	$0
LINDA S MOORE	INTERIM TREA	8.00	Officer Director	$0	$0	$0
ANNIE MAY PRICE	DIRECTOR	1.00	Director	$0	$0	$0
CHIP PRICE	DIRECTOR	1.50	Director	$0	$0	$0
MICHAEL ROSENDALE	DIRECTOR	0.75	Director	$0	$0	$0
VERNETTA SHERMAN	DIRECTOR	0.70	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$97,698	$87,780	$2,343,370	$9,918
2022	$573,731	$70,438	$2,331,852	$503,293
2021	$79,227	$57,314	$1,828,536	$21,913
2020	$69,500	$49,273	$1,806,631	$20,227
2019	$70,198	$88,297	$1,786,433	$-18,099
2018	$67,326	$65,113	$1,804,508	$2,213

THE KENT ISLAND HERITAGE SOCIETY INC