CELEBRATE FREDERICK INC (EIN 522131513) - 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

JENNIFER MARTIN

Phone

3016002841

Tax Period

2024-04-01 to 2025-03-31

CELEBRATE FREDERICK INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $369K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $58K, a strong 16% operating margin.

Mission

TO PLAN AND IMPLEMENT SPECIAL EVENTS AND ACTIVITIES TO OFFER THE COMMUNITY A SHARED CULTURAL EXPERIENCE.

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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 $124,671

Program Service Revenue $205,234

Investment Income $16,588

Other Revenue $22,915

TOTAL REVENUE $369,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $288,596

Other Expenses $311,064

TOTAL EXPENSES $311,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,408	$333,550	+0.1%
Expenses	$311,064	$276,907	+0.1%
Net Income	$58,344	$56,643	+0.0%

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

210

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
AMY KOCH	PRES. THROUGH 12/24, PAST PRES. THEREAFTER	1.00	Officer Director	$0	$0	$0
CATHERINE GOETZ	VP THROUGH 12/24, PRES. THERAFTER	1.00	Officer Director	$0	$0	$0
CLARK SNOW	TREASURER THROUGH 12/24, VP THEREAFTER	1.00	Officer Director	$0	$0	$0
EVAN BATES	DIRECTOR	1.00	Director	$0	$0	$0
KATIE KOSACK	SECRETARY	1.00	Officer Director	$0	$0	$0
ERICH FRANCK	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GROVE	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
SHAQUILL MCCULLERS	TREASURER BEGINNING 1/25	1.00	Officer Director	$0	$0	$0
MICHAEL LARKIN	DIRECTOR	1.00	Director	$0	$0	$0
BETH MASON	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
DENISE MCPHILMY	DIRECTOR	1.00	Director	$0	$0	$0
T NICOLE MILOR	DIRECTOR THROUGH 12/24	1.00	Director	$0	$0	$0
KATIE PLANT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN REIMER	DIRECTOR	1.00	Director	$0	$0	$0
EMILY CHRISTINE	DIRECTOR	1.00	Director	$0	$0	$0
ALISON SHUETZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE ANDO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
AMY STEINHOFF	DIRECTOR	1.00	Director	$0	$0	$0
MONICA WACK	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA WHITENER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MARTIN	EXECUTIVE DIRECTOR	40.00	Officer	$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	$369,408	$311,064	$619,344	$58,344
2024	$333,550	$276,907	$565,689	$56,643
2023	$230,314	$254,541	$531,074	$-24,227
2022	$160,688	$162,941	$528,458	$-2,253
2021	$49,661	$56,062	$536,063	$-6,401
2020	$336,073	$386,667	$527,040	$-50,594
2019	$323,916	$397,016	$587,216	$-73,100

CELEBRATE FREDERICK INC