American Heritage Society

Nonprofit profile at a glance

EIN
902372990
IRS 990-EZ coverage
2022–2022
Forms available
Form 990-EZ 2022
Location
Rockville, MD, USA
Phone
3017064179
Rating
51
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$71,364
Expenses
$98,288
Assets
$9,949
Liabilities
$89,741

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Edwin S Grosvenor (President)

People named in this filing

  • Edwin S Grosvenor (President)
  • Robert Wilburn (Chairman)
  • Bruce Cole (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 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To foster, promote, and encourage interest in and the study of american history and culture, support research, and to develop media to connect all americansto their shared heritage.

What it reported doing in 2022

To foster, promote, and encourage interestin and the study of american history and culture, support research, and to develop media to connect all americansto their shared heritage.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

MIXED - 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: 34
  • Transparency & Controls: 82
  • Sustainability: 18
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 37.8%; rating input score 38
  • Program expense ratio: 27.5%; rating input score 27

Transparency & Controls

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

Sustainability

  • Operating margin: -37.7%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 0.1; rating input score 10; 10th percentile among comparable filings
  • Liabilities to assets ratio: 9.02; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 37.8% of revenue deployed · 27.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $27K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
  • High — Financial Efficiency: Program expense ratio scored 27/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Sustainability: Total-asset coverage ratio scored 10/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.