HISTORIC ST MARY'S CITY FOUNDATION INC (EIN 521300423) - 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

1982

Legal Domicile

Principal Officer

BOB SIMMONS

Phone

2408954977

Tax Period

2023-07-01 to 2024-06-30

HISTORIC ST MARY'S CITY FOUNDATION INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $238K in total revenue in fiscal year 2023. Expenses of $213K left a modest 11% surplus.

Mission

THE FOUNDATIONS PURPOSES ARE TO SUPPORT THE WORK OF THE HISTORIC ST MARYS CITY COMMISSION HSMC, AN AGENCY OF THE STATE OF MARYLAND, THROUGH FUNDRAISING AND ADMINISTERING GRANTS.

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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 $223,742

Program Service Revenue $0

Investment Income $13,780

Other Revenue $0

TOTAL REVENUE $237,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $48,354

Program Expenses $147,446

Other Expenses $212,521

TOTAL EXPENSES $212,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,522	$233,103	+0.0%
Expenses	$212,521	$248,558	-0.1%
Net Income	$25,001	$-15,455	-2.6%

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

339

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
CHRISTOPHER LONGMORE	PRESIDENT	001.00	Officer Director	$0	$0	$0
DANIEL KERNS	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
MARGARET MCFARLAND	SECRETARY	001.00	Officer Director	$0	$0	$0
BOB SIMMONS	TREASURER	001.00	Officer Director	$0	$0	$0
BENNETT WILSON	DIRECTOR	001.00	Director	$0	$0	$0
WILLIAM GEORGE	DIRECTOR	001.00	Director	$0	$0	$0
JOHN SLADE	DIRECTOR	001.00	Director	$0	$0	$0
BURTON KUMMEROW	DIRECTOR	001.00	Director	$0	$0	$0
CARL WIDELL	DIRECTOR	001.00	Director	$0	$0	$0
TIMOTHY HEELY	DIRECTOR	001.00	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	$237,522	$212,521	$536,703	$25,001
2023	$233,103	$248,558	$507,744	$-15,455
2022	$254,568	$171,820	$513,680	$82,748
2021	$243,067	$285,331	$460,822	$-42,264
2020	$139,307	$320,283	$520,035	$-180,976
2019	$197,151	$199,854	$610,968	$-2,703
2018	$150,515	$179,817	$587,746	$-29,302

HISTORIC ST MARY'S CITY FOUNDATION INC