Friends Historical Association

Nonprofit profile at a glance

EIN
236299510
IRS 990-EZ coverage
2018–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Haverford, PA, USA
Phone
6108961162
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$38,706
Expenses
$37,039
Assets
$459,502
Liabilities
$0

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

Leadership & pay

9 people listed

Executive titles in this filing

  • Jordan Landes (President)

People named in this filing

  • Sean Connolly (Director)
  • Aaron Rubinstein (Director)
  • Betsy Cazden (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The research and dissemination of Quaker History.

What it reported doing in 2024

Published semi-annually in the fall and spring, "Quaker History" is an academic journal that consists of illuminating articles on historical events and Quaker contributions to society. It is distributed to over 600 members of the Association. Expenses include publication and editing.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 57% for direct work, and 43% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.9%; rating input score 45
  • Program expense ratio: 62.8%; rating input score 63

Transparency & Controls

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

Sustainability

  • Operating margin: 4.3%; rating input score 53; 53rd percentile among comparable filings
  • Total-asset coverage ratio: 12.41; rating input score 93; 93rd 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: 2.3% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: 0.7% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 8.2% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 44.9% of revenue deployed · 62.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $23K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 7 filing years from 2018 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
  • Review — Sustainability: Operating margin scored 53/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.