American Women's Heritage Society Inc

Nonprofit profile at a glance

EIN
222837686
IRS 990 coverage
2013–2014
Forms available
Form 990 2014
Location
Philadelphia, PA, USA
Phone
2158788844
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$142,343
Expenses
$134,248
Assets
$15,683
Liabilities
$2,300

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • AUDREY R JOHNSON-THORNTON (PRESIDENT EMERITA/DIRECTOR)
  • DR NAOMI JOHNSON-BOOKER (1ST VICE PRESIDENT)
  • LINDA B WATSON (PRESIDENT)
  • PATRICIA RUSSELL (2ND VICE PRESIDENT)
  • NAOMI NELSON (EXECUTIVE DIRECTOR)

Highest reported compensation

  • AUDREY R JOHNSON-THORNTON (PRESIDENT EMERITA/DIRECTOR): $26,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The american women's heritage society (awhs) was founded to maintain and restore belmont mansion, an eighteenth century house in fairmount park in philadelphia, pa. The society is the first organization to operate belmont mansion primarily as an historic site. And the society is the only african-american women's organization to administer a historic mansion in fairmount park.the awhs is a non-profit historic preservation organization that raises funds from membership fees, admissions, rentals, grants and donations. Through the society, belmont mansion has become an interpretive and educational center for american history and culture. The society seeks to expose the community to the fine arts (literature, art, dance and music), as well as build bridges of communication and interaction among various ethnic communities in philadelphia. Belmont mansion also serves as a site for wedding receptions, private parties, meetings of civic and cultural organizations, and tours for visitors.

What it reported doing in 2014

The awhs is a non-profit historic preservation organization that raises funds from membership fees, admissions, rentals, grants and donations. Through the society, belmont mansion has become an interpretive and educational center for american history and culture. The society seeks to expose the community to the fine arts (literature, art, dance and music), as well as build bridges of communication and interaction among various ethnic communities in philadelphia. Belmont mansion also serves as a site for wedding receptions, private parties, meetings of civic and cultural organizations, and tours for visitors.

Operating model

Revenue model
Earned-program. 91% of the money available for current operations came from fees and other program revenue.
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

SUPPORTED - The filed numbers largely add up and most voting board members are independent. 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: 40
  • Transparency & Controls: 90
  • Accountability: 69
  • Sustainability: 35
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 36.5%; rating input score 36
  • Program expense ratio: 38.7%; rating input score 39
  • Fundraising efficiency: $19.16 raised per $1 spent on fundraising; rating input score 60; 60th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 5.7%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 0.12; rating input score 7; 7th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 19.4%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: -94.1% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: -2.4% per year; rating input score 0; 28th percentile among comparable filings
  • Asset growth: 61.7% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 36.5% of revenue deployed · 38.7% of spending went to programs
  • Governance: 6 of 6 board members independent · 2 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $52K in reported program spending
  • Leadership: top reported pay $26K · 7 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2013 to 2014
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 36/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 39/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 7/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 21/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.