Conference of California Historical Societies

Nonprofit profile at a glance

EIN
941567160
IRS 990-EZ coverage
2009–2019
Forms available
Form 990-EZ 2019
Location
Claremont, CA, USA
Phone
6268265526
Rating
85
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$21,231
Expenses
$27,402
Assets
$236,316
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • KRIS PAYNE (PRESIDENT)
  • GARY BANCROFT (FIRST VICE PRESIDENT)

People named in this filing

  • KRIS PAYNE (PRESIDENT)
  • GARY BANCROFT (FIRST VICE PRESIDENT)
  • AMY KING (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 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Cchs helps historians, and others who are interested in history, to connect and share information-joining efforts tp preserve records, artifacts, sites, and buildings. Cchs also helps local societies and small museums with skills in management, acquisition, preservation, and restoration techniques.

What it reported doing in 2019

Cchs brings together historical societies to educate on best practice, publish and promote original research and promote history throughout the state of California. We do this through three symposiums which focus on the historical significance of areas throughout California. Cchs members travel to communities such as los angeles, martinez and santa ynez to learn the history of that area.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 100
  • Transparency & Controls: 82
  • Sustainability: 50
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • 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: -29.1%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 8.62; rating input score 91; 91st 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: -4.3% per year; rating input score 0; 41st percentile among comparable filings
  • Revenue growth: -1.9% per year; rating input score 0; 49th percentile among comparable filings
  • Asset growth: -0.6% per year; rating input score 0; 38th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $33K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 8 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2009 to 2019
  • 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.