Historical Society Harford Cou (EIN 526054081) - 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

1961

Legal Domicile

Principal Officer

Brianne L B Norris

Tax Period

2023-01-01 to 2023-12-31

Historical Society Harford Cou, founded in 1961, is a small nonprofit that reported $396K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $155K, a strong 39% operating margin.

Mission

Preserving the history and heritage of Harford County, Maryland

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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 (2023)

Revenue Breakdown

Contributions & Grants $241,689

Program Service Revenue $10,644

Investment Income $32,054

Other Revenue $111,688

TOTAL REVENUE $396,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,863

Fundraising Expenses $0

Program Expenses $154,708

Other Expenses $149,823

TOTAL EXPENSES $240,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,075	$550,834	-0.3%
Expenses	$240,686	$205,381	+0.2%
Net Income	$155,389	$345,453	-0.6%

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

$69,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
William Walden	President	Officer Director	$0	$0	$0
GeorgeHarrison	Vice President	Officer Director	$0	$0	$0
R Redd-Wallace	Secretary	Officer Director	$0	$0	$0
Brianne Norris	Treasurer	Officer Director	$0	$0	$0
CharlesCastoro	Trustee	Director	$0	$0	$0
Nancy Kroupa	Trustee	Director	$0	$0	$0
William Carr	Trustee	Director	$0	$0	$0
J Seneschal	Trustee	Director	$0	$0	$0
CharlesWolpoff	Trustee	Director	$0	$0	$0
Chris Smithson	Trustee	Director	$0	$0	$0
Carol Deibel	Trustee	Director	$0	$0	$0
KathleenShilko	Trustee	Director	$0	$0	$0
Leslie Hott	Trustee	Director	$0	$0	$0
Jamie Karmel	Trustee	Director	$0	$0	$0
Emily Potts	Exec Director	Officer Highest	$69,683	$0	$69,683

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	No data	No data	No data	No data
2023	$396,075	$240,686	$2,176,849	$155,389
2022	$550,834	$205,381	$2,180,439	$345,453
2021	$175,657	$185,460	$1,785,243	$-9,803
2020	$547,095	$234,044	$1,765,995	$313,051

Historical Society Harford Cou