THE KENT ISLAND HERITAGE SOCIETY I… - Form 990 Financial Data

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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

Program Service Accomplishments

Program 1

Expenses: $65,248 Revenue: $64,245

ACQUISITION, MAINTENANCE AND PRESERVATION OF HISTORIC PROPERTIES, 5 SITES MAINTAINED AND OPEN TO PUBLIC - HISTORIC STEVENSVILLE POST OFFICE, HISTORIC STEVENSVILLE TRAIN STATION AND CABOOSE, AND...

ACQUISITION, MAINTENANCE AND PRESERVATION OF HISTORIC PROPERTIES, 5 SITES MAINTAINED AND OPEN TO PUBLIC - HISTORIC STEVENSVILLE POST OFFICE, HISTORIC STEVENSVILLE TRAIN STATION AND CABOOSE, AND KIRWAN HOUSE, CRAY HOUSE, HISTORIC STEVENSVILLE BANK (IN PARTNERSHIP) AND HISTORIC CHRIST CHURCH (IN PARTNERSHIP. PURCHASED HISTORIC PROPERTY IN HISTORIC DOWNTOWN STEVENSVILLE AS FUTURE SITE FOR KENT ISLAND HERITAGE CENTER AND MUSEUM. MADE SIGNIFICANT RENOVATIONS TO THE STEVENSVILLE TRAIN STATION.

Program 2

Expenses: $7,144 Revenue: $6,798

SPONSORSHIP OF KENT ISLAND DAY THE THIRD WEEKEND IN MAY AND OTHER EVENTS PROMOTING THE RICH HERITAGE AND CULTURE OF KENT ISLAND. KENT ISLAND DAY INCLUDED A PARADE, VENDORS, EXHIBITORS, REENACTORS...

SPONSORSHIP OF KENT ISLAND DAY THE THIRD WEEKEND IN MAY AND OTHER EVENTS PROMOTING THE RICH HERITAGE AND CULTURE OF KENT ISLAND. KENT ISLAND DAY INCLUDED A PARADE, VENDORS, EXHIBITORS, REENACTORS, AND ENTERTAINERS. ATTENDANCE OVER 2,000. HOSTED OTHER VISITS TO SITES, INCLUDING CONCERT ON THE CRAY HOUSE GREEN, VISITS BY THE KI RUNNERS CLUB, DOD JOINT COMMUNICATIONS SCHOOL FROM FT MEADE, BAYSIDE ELEMENTARY SCHOOL AND ST ANDEREW'S SCHOOL. HOSTED A MULTI-DAY VISIT TO KENT ISLAND BY THE CLAIBORNE SOCIETY OF VIRGINIA, DIRECT DESCENTANTS OF CAPT WILLIAM CLAIBORNE, FOUNDER OF KENT ISLAND IN 1631. HOSTED A GEOCACHING SITE EVENT AT THE KIRWAN HOUSE THAT DREW HUNDREDS OF VISITORS.

Program 3

Expenses: $1,434 Revenue: $750

IDENTIFYING AND PRESERVING THE HERITAGE OF KENT ISLAND- OUTREACH EVENTS IN THE COMMUNITY INCLUDED: A PRESENTATION TO THE KENT ISLAND GIVING CLUB, 2 PRESENTATIONS TO THE BAY BRIDGE COVE COMMUNITY...

IDENTIFYING AND PRESERVING THE HERITAGE OF KENT ISLAND- OUTREACH EVENTS IN THE COMMUNITY INCLUDED: A PRESENTATION TO THE KENT ISLAND GIVING CLUB, 2 PRESENTATIONS TO THE BAY BRIDGE COVE COMMUNITY ASSOCIATION, A PANEL PRESENTATION SPONSORED BY THE TALBOT COUNTY LIBRARY ON THE HISTORIC CHANGE THAT THE BAY BRIDGE BROUGHT TO THE EASTERN SHORE, A HISTORIC DISPLAY OF THE KI RAILROAD AT THE QA COUNTY HOLIDAY TRAIN SHOW, A HISTORIC KI DISPLAY AT THE KENT ISLAND KID'S CONNECTION FAMILY EVENT, PRESENTATION OF SCHOLARSHIP TO KIHS SENIOR, PARTICIPATION IN ANNUAL JUNETEENTH CELEBRATION AT KENNARD AAH CENTER.PARTICIPATION ON THE BOARD OF HISTORIC STEVENSVILLE ARTS AND ENTERTAINMENT DISTRICT AND ON THE QA COUNTY HISTORIC SITES CONSORTIUM. OTHER MEMBER EVENTS.

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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