CALVERT MARINE MUSEUM SOCIETY INC (EIN 521363427) - 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

1984

Legal Domicile

Principal Officer

DEBORAH JACOBS

Phone

4103262042

Tax Period

2024-07-01 to 2025-06-30

CALVERT MARINE MUSEUM SOCIETY INC, founded in 1984, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. The organization ran a surplus of $840K, a strong 42% operating margin.

Mission

PROMOTE COMMUNITY AWARENESS OF THE MUSEUM AND TO SUPPORT THE OPERATION OF THE MUSEUM.

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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 $541,151

Program Service Revenue $0

Investment Income $927,396

Other Revenue $552,668

TOTAL REVENUE $2,021,215

Expense Breakdown

Grants Paid $364,528

Salaries & Benefits $452,148

Fundraising Expenses $186,856

Program Expenses $601,552

Other Expenses $364,092

TOTAL EXPENSES $1,180,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,021,215	$2,047,302	0.0%
Expenses	$1,180,768	$1,412,834	-0.2%
Net Income	$840,447	$634,468	+0.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY RESSING	ACTING CHAIR	4.00	Officer Director	$0	$0	$0
DEBORAH JACOBS	TREASURER	4.00	Officer Director	$0	$0	$0
LISA SMITH SANDERS	SECRETARY	4.00	Officer Director	$0	$0	$0
CAPT DOUGLAS BURFIELD	EX OFFICIO/NON VOTING	2.00	Director	$0	$0	$0
MIKE HART	EX OFFICIO/NON VOTING	2.00	Director	$0	$0	$0
JEFFERY MURRAY	EX OFFICIO/NON VOTING	0.00	Director	$0	$0	$0
TED HAYNIE	MEMBER	2.00	Director	$0	$0	$0
MIKE JORDAN	MEMBER	2.00	Director	$0	$0	$0
ALBERT LANE III	MEMBER	2.00	Director	$0	$0	$0
CONRAD WHITE	MEMBER	2.00	Director	$0	$0	$0
NANCY WIECK	MEMBER	2.00	Director	$0	$0	$0
KELLY FRIEDMAN	MEMBER	2.00	Director	$0	$0	$0
KARIN BAILEY	MEMBER	2.00	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	$2,021,215	$1,180,768	$12,252,876	$840,447
2024	$2,047,302	$1,412,834	$11,122,705	$634,468
2023	$2,098,560	$1,098,675	$10,581,646	$999,885
2022	$1,244,490	$998,043	$9,782,255	$246,447
2021	$1,766,307	$1,396,031	$9,242,968	$370,276
2020	$1,031,515	$1,156,706	$8,135,925	$-125,191
2019	$1,639,389	$1,267,455	$8,573,664	$371,934
2018	$1,909,183	$1,346,497	$7,831,213	$562,686

CALVERT MARINE MUSEUM SOCIETY INC