Healdsburg Museum and Historical Society

Nonprofit profile at a glance

EIN
942401543
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Healdsburg, CA, USA
Phone
7074816910
Rating
54
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$643,285
Expenses
$360,921
Assets
$1,685,076
Liabilities
$4,120

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

Leadership & pay

14 people listed

Executive titles in this filing

  • Susan Sheehy (Past President)
  • Patrick Mukaida (President)
  • Fred Eisenhart (Vice President)

Highest reported compensation

  • Holly Hoods (Executive Dir.): $78,123 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The museum & historical society located in Healdsburg CA, is charged with the preservation of local history through the collection, preservation & presentation of historical artifacts such as: furniture, photographs, textiles, manuscripts, books, documents, memorabilia, equipment, architectural drawings, & other objects that capture the history of Healdsburg lifestyle, industry, population, communities, architecture, politics, & other aspects of the town & region

What it reported doing in 2024

The healdsburg museum & historical society operates the museum by providing: professional staff, volunteers, docents and receptionists. It facilitates local historical research through continued local newspaper indexing. Its research center serves researchers in person, by mail, and email. The compilation of such activities is focused on the preservation of the local area's history through: a standing installation in the principle gallery drawn from artifacts displayed on a rotational basis from the permanent collection. Temporary exhibits are also mounted which utilize items from the permanent collection and/or those borrowed from outside collectors. The museum staff and volunteers have refurbished the permanent gallery. N addition, the healdsburg museum & historical society has researchers who write and publish a scholarly historical journal on a quarterly basis called, "the russian river recorder." partnering with the healdsburg branch of the sonoma county library, the museum maintains an ongoing oral history project.

Operating model

Revenue model
Donor-supported. 80% 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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 25
  • Transparency & Controls: 86
  • Accountability: 58
  • Sustainability: 78
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 21.9%; rating input score 22
  • Program expense ratio: 25.2%; rating input score 25
  • Fundraising efficiency: $11.63 raised per $1 spent on fundraising; rating input score 43; 43rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 43.9%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 4.67; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 21.6%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: -2.7% per year; rating input score 0; 11th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: 21.9% of revenue deployed · 25.2% of spending went to programs
  • Governance: 13 of 13 board members independent · 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $91K in reported program spending
  • Leadership: top reported pay $78K · 14 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 10 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 22/100.
  • High — Financial Efficiency: Program expense ratio scored 25/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 43/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 13/100.