Chautauqua Historical Society

Nonprofit profile at a glance

EIN
270068384
IRS 990-EZ coverage
2022–2024
Forms available
Form 990 2021, Form 990-EZ 2024, Form 990-N 2020
Location
Elsah, IL, USA
Phone
9999999999
Rating
93
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$25,012
Expenses
$24,656
Assets
$361,703
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JOHN COLBERT (PRESIDENT)
  • BILL MEYER JR (VICE PRESIDENT)

People named in this filing

  • JOHN COLBERT (PRESIDENT)
  • BILL MEYER JR (VICE PRESIDENT)
  • JAN CLINITE (SECRETARY)

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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sponsorship of educational programs

What it reported doing in 2024

Sponsorship of educational programs during the annual chautauqua season and publication of newsletter several times each year to inform the chautauqua community and the public

Operating model

Revenue model
Donor-supported. 60% 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 100
  • Sustainability: 65
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94%; rating input score 94
  • Program expense ratio: 93.6%; rating input score 94

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 1.4%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 14.67; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 37.1% per year; rating input score 100; 90th percentile among comparable filings
  • Revenue growth: -70.1% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 5.7% per year; rating input score 100; 60th percentile among comparable filings

Details

  • Where the money goes: 94% of revenue deployed · 93.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $23K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • 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: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.