Heisey Collectors of America LLC

Nonprofit profile at a glance

EIN
237178364
IRS 990 coverage
2015–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Newark, OH, USA
Phone
7403452932
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Museum, Museum Activities

Official website

Reported finances

Revenue
$920,278
Expenses
$460,776
Assets
$8,675,734
Liabilities
$910

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • David Blair (Immediate Past President)
  • Caleb-Michael Files (President)
  • Eric Tankesley-Clarke (Vice President)

People named in this filing

  • Andy Baldus (Treasurer)
  • David Blair (Immediate Past President)
  • Jim Cooke (Board Member)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preservation and education about Heisey Glass.

What it reported doing in 2025

Museum - Over 6,000 examples of Heisey Glassware open to the public. In 2025 approximately 3,464 visitors toured the historic home and museum located at 169 W Church St, Newark, OH.

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 - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 89
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.2%; rating input score 79
  • Program expense ratio: 52.5%; rating input score 52
  • Fundraising efficiency: $11.35 raised per $1 spent on fundraising; rating input score 39; 39th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd 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; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 49.9%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 18.83; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 8.4% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 34th percentile among comparable filings
  • Asset growth: 5.2% per year; rating input score 100; 36th percentile among comparable filings

Details

  • Where the money goes: 79.2% of revenue deployed · 52.5% of spending went to programs
  • Governance: 13 of 13 board members independent · 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $242K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2015 to 2025
  • 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.
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 52/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 39/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.