COMMUNITY FOUNDATION OF ANNE ARUNDEL CO (EIN 522098698) - 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

1998

Legal Domicile

Principal Officer

MARY SPENCER

Phone

4102801102

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF ANNE ARUNDEL CO, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.2M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.3M, a strong 61% operating margin.

Mission

ASSEMBLE MANAGE A POOL OF CHARITABLE ASSETS TO SUPPORT LOCAL CHARITABLE ORGANIZATIONS AND FOSTER CHARITABLE GIVING.

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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 $14,074,435

Program Service Revenue $37,507

Investment Income $1,067,026

Other Revenue $0

TOTAL REVENUE $15,178,968

Expense Breakdown

Grants Paid $4,715,093

Salaries & Benefits $782,813

Fundraising Expenses $287,121

Program Expenses $5,225,855

Other Expenses $426,872

TOTAL EXPENSES $5,924,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,178,968	$9,904,278	+0.5%
Expenses	$5,924,778	$6,934,627	-0.1%
Net Income	$9,254,190	$2,969,651	+2.1%

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

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

$191,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY SPENCER	PRESIDENT CEO	040.00	Officer	$184,808	$6,881	$191,689
JOHN RODENHAUSEN	DIRECTOR OF GIFT PLANNING	040.00	Highest	$112,119	$3,664	$115,783
JENNIFER LAGROTTERIA	DIRECTOR OF PHILANTHROPIC RESOURCES	040.00	Highest	$101,750	$13,841	$115,591
KATHY LUTHCKE	DIRECTOR OF FINANCE OPERATIONS	040.00	Highest	$104,154	$3,125	$107,279
LARRY CLARK	CHAIR	005.00	Officer Director	$0	$0	$0
AMY TATE	VICE CHAIR	005.00	Officer Director	$0	$0	$0
KAREN WHALEY	TREASURER	005.00	Officer Director	$0	$0	$0
LAWRENCE BURROWS	SECRETARY	005.00	Officer Director	$0	$0	$0
KATE BELDEN SCHOFF	TRUSTEE	001.00	Director	$0	$0	$0
ANDREA BEEGLE	TRUSTEE	001.00	Director	$0	$0	$0
DR CORYSE BRATHWAITE	TRUSTEE	001.00	Director	$0	$0	$0
KATHARINE CALDWELL	ASST. SECRETARY	001.00	Officer Director	$0	$0	$0
DAN MATHIAS	TRUSTEE	001.00	Director	$0	$0	$0
MARGUERITE KEANE GIBBONS	TRUSTEE	001.00	Director	$0	$0	$0
CRYSTAL WATKINS WILLIAMS	TRUSTEE	001.00	Director	$0	$0	$0
EDWARD EVANS	TRUSTEE	001.00	Director	$0	$0	$0
VINCENT MOULDEN	TRUSTEE	001.00	Director	$0	$0	$0
JENNIFER PRATT	TRUSTEE	001.00	Director	$0	$0	$0
NAEEMAH STAGGS	TRUSTEE	001.00	Director	$0	$0	$0
NEIL WEISSMAN	TRUSTEE	001.00	Director	$0	$0	$0
MICHAEL LEHR	TRUSTEE	001.00	Director	$0	$0	$0
MARTHA VAN WOEKKOM	TRUSTEE	001.00	Director	$0	$0	$0
JIM HUMPHREY	IMMEDIATE PAST CHAIR	005.00	Officer 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	$15,178,968	$5,924,778	$41,826,275	$9,254,190
2023	$9,904,278	$6,934,627	$30,864,239	$2,969,651
2022	$6,555,142	$4,733,056	$26,887,438	$1,822,086
2021	$5,823,224	$4,540,603	$26,673,092	$1,282,621
2020	$7,681,467	$5,187,938	$23,194,920	$2,493,529
2019	$7,321,661	$3,316,566	$18,963,960	$4,005,095
2018	$5,220,361	$4,882,848	$13,858,559	$337,513

COMMUNITY FOUNDATION OF ANNE ARUNDEL CO