Harmony Grove Spiritualist Association

Nonprofit profile at a glance

EIN
237408444
IRS 990-EZ coverage
2009–2024
Forms available
Form 990 2023, Form 990-EZ 2024
Location
Escondido, CA, USA
Phone
7605321187
Rating
38
Verdict
REVIEW
Rating confidence
Moderate
Sector
Christianity
Affiliation
Christianity

Reported finances

Revenue
$83,333
Expenses
$215,835
Assets
$374,741
Liabilities
$86,784

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

Leadership & pay

8 people listed

Executive titles in this filing

  • Carol Carpenter (Vice President)
  • Nancy Verge Rameriz (President)

People named in this filing

  • Beverly Cunningham (Secretary)
  • Carol Carpenter (Vice President)
  • Nancy Verge Rameriz (President)

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

Spiritualism education and activities

What it reported doing in 2024

The Association carries out numerous activities and programs to promote spiritualism to its members and guests, and includes a library, a healing center, lectures, childrens programs, and other educational programs and seminars for all people interested.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

REVIEW - The filed numbers largely add up. 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: 6
  • Transparency & Controls: 82
  • Sustainability: 29
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.8%; rating input score 7
  • Program expense ratio: 2.6%; rating input score 3

Transparency & Controls

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

Sustainability

  • Operating margin: -159%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 1.74; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -12.7% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: -11.6% per year; rating input score 0; 22nd percentile among comparable filings
  • Asset growth: 0% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 6.8% of revenue deployed · 2.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $6K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2009 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.

  • High — Financial Efficiency: Mission deployment rate scored 7/100.
  • High — Financial Efficiency: Program expense ratio scored 3/100.
  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.