Baltimore County Historical Society Inc (EIN 526048476) - 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

1959

Legal Domicile

Principal Officer

ANGELIQUE PEFINIS-NEWPORT

Phone

4106661878

Tax Period

2024-07-01 to 2025-06-30

Baltimore County Historical Society Inc, founded in 1959, is a micro nonprofit that reported $83K in total revenue in fiscal year 2024.

Mission

The Historical Society of Baltimore County Collects, Preserves and Interprets the Rich History of Baltimore County for the Education and Enjoyment of Present and Future Generations.

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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 $53,018

Program Service Revenue $12,119

Investment Income $3,874

Other Revenue $14,302

TOTAL REVENUE $83,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,451

Fundraising Expenses $265

Program Expenses $46,711

Other Expenses $27,082

TOTAL EXPENSES $84,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,313	$79,826	+0.0%
Expenses	$84,533	$87,209	0.0%
Net Income	$-1,220	$-7,383	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES KEFFER	EXECUTIVE DIRECTOR	32.00		$50,000	$0	$50,000
PENELOPE FALLON	President	5.00	Officer Director	$0	$0	$0
ANGELIQUE PEFINIS-NEWPORT	Treasurer	3.00	Officer Director	$0	$0	$0
ARMAND SHANK	Secretary	2.00	Officer Director	$0	$0	$0
DAWN BRADER	Director	2.00	Director	$0	$0	$0
JOHN GASPARINI	Director	2.00	Director	$0	$0	$0
NANCY GOLDRING	Director	2.00	Director	$0	$0	$0
JEFFREY HIGDON	Director	2.00	Director	$0	$0	$0
JAMES M LONG	Director	15.00	Director	$0	$0	$0
JOHN KIRBY	Director	2.00	Director	$0	$0	$0
DIANE YOUNG	Director	2.00	Director	$0	$0	$0
JENN OTERO	Director	0.00	Director	$0	$0	$0
BERNIE RICHARDS	Director	0.00	Director	$0	$0	$0
BRIAN STUNDICK	Director	0.00	Director	$0	$0	$0
REID WATTS	Director	0.00	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	$83,313	$84,533	$151,681	$-1,220
2024	$79,826	$87,209	$143,608	$-7,383
2023	$74,500	$81,363	$144,290	$-6,863
2022	$106,193	$95,114	$149,626	$11,079
2021	$70,933	$70,474	$144,807	$459
2020	$80,776	$77,008	$138,492	$3,768
2019	$74,471	$67,591	$136,181	$6,880
2018	$61,772	$69,423	$129,453	$-7,651

Baltimore County Historical Society Inc