Community Foundation of Southern Marylan (EIN 841701434) - 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

2005

Legal Domicile

Phone

2406704483

Tax Period

2020-01-01 to 2020-12-31

Community Foundation of Southern Marylan, founded in 2005, is a micro nonprofit that reported $73K in total revenue in fiscal year 2020. Revenue fell 69% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $21K, a strong 29% operating margin.

Mission

It is the mission of the Community Foundation of Southern Maryland to enhance the quality of life for the community of Southern Maryland by aligning philanthropic interests with community needs through stewardship, collaboration, and 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 (2020)

Revenue Breakdown

Contributions & Grants $19,246

Program Service Revenue $0

Investment Income $54,221

Other Revenue $0

TOTAL REVENUE $73,467

Expense Breakdown

Grants Paid $34,622

Salaries & Benefits $0

Fundraising Expenses $1,256

Program Expenses $46,875

Other Expenses $17,619

TOTAL EXPENSES $52,241

Year-over-Year Comparison

	2020	2019	Change
Revenue	$73,467	$237,876	-0.7%
Expenses	$52,241	$128,829	-0.6%
Net Income	$21,226	$109,047	-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

N/A

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
Aaron Fenwick	Chairman	3.00	Officer Director	$0	$0	$0
Jessica Light	Secretary	3.00	Officer Director	$0	$0	$0
Evalyne Bryant Ward	Director	2.00	Director	$0	$0	$0
Ellen Flowers-Fields	Director	2.00	Director	$0	$0	$0
Jeff Slagle	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
2020	$73,467	$52,241	No data	$21,226
2019	$237,876	$128,829	$1,699,589	$109,047
2018	$375,065	$335,327	$1,422,068	$39,738

Community Foundation of Southern Marylan