American Society of Jewelry Historians

Nonprofit profile at a glance

EIN
133874397
IRS 990-EZ coverage
2010–2016
Forms available
Form 990-EZ 2016
Location
New Rochelle, NY, USA
Phone
9142350983
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$38,344
Expenses
$32,471
Assets
$27,144
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Diana Singer (President)
  • Joyce Jonas (President Emeritus)

People named in this filing

  • Arna Bleckman (Treasurer)
  • Camilla Dietz Bergeron (Director)
  • Carol Elkins (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 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide education and information on jewelry history and related topics, including ancient to modern jewelry, cultural influences on jewelry design and wear, famous jewelry designers, jewelry design houses, and jewelry collectors.

What it reported doing in 2016

Educational programs to inform members and others of trends in the industry.

Operating model

Revenue model
Membership-supported. 93% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 97% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 82
  • Sustainability: 61
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.5%; rating input score 68
  • Program expense ratio: 80.8%; rating input score 81

Transparency & Controls

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

Sustainability

  • Operating margin: 15.3%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 0.84; rating input score 43; 43rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.9% per year; rating input score 0; 47th percentile among comparable filings
  • Revenue growth: -1.5% per year; rating input score 0; 48th percentile among comparable filings
  • Asset growth: 15.8% per year; rating input score 100; 80th percentile among comparable filings

Details

  • Where the money goes: 68.5% of revenue deployed · 80.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $26K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2010 to 2016
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.