TALBOT HISTORICAL SOCIETY INC (EIN 526044645) - 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

1954

Legal Domicile

Phone

4108220773

Tax Period

2024-07-01 to 2025-06-30

TALBOT HISTORICAL SOCIETY INC, founded in 1954, is a small nonprofit that reported $430K in total revenue in fiscal year 2024. Revenue surged 651% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 16% operating margin.

Mission

OUR MISSION IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO THE CITIZENS OF OUR COUNTY SO THEY MAY LEARN FROM THE PAST AND USE THAT KNOWLEDGE TO BUILD A FUTURE WHICH PRESERVES TALBOT COUNTY AS ONE OF THE BEST PLACES TO LIVE.

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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 $312,352

Program Service Revenue $0

Investment Income $102,499

Other Revenue $15,074

TOTAL REVENUE $429,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,889

Fundraising Expenses $28,728

Program Expenses $249,052

Other Expenses $229,134

TOTAL EXPENSES $361,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,925	$57,261	+6.5%
Expenses	$361,023	$58,779	+5.1%
Net Income	$68,902	$-1,518	-46.4%

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

$54,983

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY MOREY	GENERAL MANAGER	20.00	Officer	$54,983	$0	$54,983
HUGHLETT KIRBY	Treasurer	4.00	Officer Director	$0	$0	$0
MARTY BOLLINGER	Secretary	4.00	Officer Director	$0	$0	$0
PAUL CALLAHAN	Director	5.00	Director	$0	$0	$0
DON CASSON	Director	2.00	Director	$0	$0	$0
GEORGE MEYER	Vice President	4.00	Officer Director	$0	$0	$0
MIKE MIELKE	Director	1.00	Director	$0	$0	$0
LINDA EARLS	Director	1.00	Director	$0	$0	$0
CATHERINE HILL	Director	11.00	Director	$0	$0	$0
JEANNIE HADDAWAY-RICCIO	Director	1.00	Director	$0	$0	$0
ROBERT SHANNAHAN	Director	1.00	Director	$0	$0	$0
ALISON IRVIN	Director	2.00	Director	$0	$0	$0
PATRICK ROGAN	Director	2.00	Director	$0	$0	$0
BILL LANE	Director	2.00	Director	$0	$0	$0
PAUL THUT	Director	1.00	Director	$0	$0	$0
ALAN SILVERSTEIN	President	3.00	Officer Director	$0	$0	$0
LARNY CLAGGETT	Director	2.00	Director	$0	$0	$0
KAREN FOOTNER	Director	2.00	Director	$0	$0	$0
NANCY GOODING	Director	2.00	Director	$0	$0	$0
RICHARD TRIPPE	Director	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	$429,925	$361,023	$3,271,887	$68,902
2024	$408,554	$278,644	$3,117,806	$129,910
2024	$57,261	$58,779	$3,153,657	$-1,518
2023	$341,058	$219,769	$2,856,708	$121,289
2022	$490,021	$263,839	$2,762,997	$226,182
2021	$245,815	$191,761	$2,627,573	$54,054
2020	$279,004	$239,072	$2,277,560	$39,932
2019	$369,873	$325,103	$2,367,315	$44,770

TALBOT HISTORICAL SOCIETY INC