Claiming Your Roots
Nonprofit profile at a glance
- EIN
- 825151504
- IRS 990-EZ coverage
- 2020–2020
- Forms available
- Form 990-EZ 2020, Form 990-N 2019
- Location
- Indianapolis, IN, USA
- Phone
- 3173711846
- Rating
- 82
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Arts, Cultural Organizations - Multipurpose
Reported finances
- Revenue
- $75
- Expenses
- $65
- Assets
- $60
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
1 person listed
Executive titles in this filing
- Dawn Evans-Casey (Founder/CEO)
People named in this filing
- Dawn Evans-Casey (Founder/CEO)
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 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Charity and Social Welfare. This organization provides education and community engagement concerning genealogy and family history.
What it reported doing in 2020
Conducted two public forums to educate attendees about the importance of knowing your family history, general genealogy terms and resources, and how to document and create family keepsakes to pass down to future generations.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 82
- Sustainability: 54
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.7%; rating input score 87
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 13.3%; rating input score 62; 62nd percentile among comparable filings
- Total-asset coverage ratio: 0.92; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 73; 73rd 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: 86.7% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $65 in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- 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.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.