Brunswick-potomac Foundation Inc

Nonprofit profile at a glance

EIN
521110630
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2015
Location
Brunswick, MD, USA
Phone
3018347100
Rating
38
Verdict
REVIEW
Rating confidence
Moderate
Sector
History Museums

Official website

Reported finances

Revenue
$48,887
Expenses
$55,186
Assets
$282,900
Liabilities
$29,757

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • Julie Kloetzli (President)
  • David Roberts (Vice President)

People named in this filing

  • Julie Kloetzli (President)
  • Tom Simpson (Director)
  • Jackie Ebersole (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Museum Operation

What it reported doing in 2025

Operating a free of charge museum to educate the public on the history of the City of Brunswick with a special emphasis on the B&O railroads to city's establishment. Encouraged tourism to support Brunswick's economic development. Started major facade restoration project on museum building.

Operating model

Revenue model
Donor-supported. 86% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 5
  • Transparency & Controls: 82
  • Sustainability: 45
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5.1%; rating input score 5
  • Program expense ratio: 4.5%; rating input score 5

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -12.9%; rating input score 26; 26th percentile among comparable filings
  • Total-asset coverage ratio: 5.13; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -27.5% per year; rating input score 0; 15th percentile among comparable filings
  • Revenue growth: -15.9% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: -3.9% per year; rating input score 0; 26th percentile among comparable filings

Details

  • Where the money goes: 5.1% of revenue deployed · 4.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 5/100.
  • High — Financial Efficiency: Program expense ratio scored 5/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 26/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.