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
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.