Heritage Quest Research Library
Nonprofit profile at a glance
- EIN
- 943199125
- IRS 990-EZ coverage
- 2022–2023
- Forms available
- Form 990-EZ 2023
- Location
- Puyallup, WA, USA
- Phone
- 2538631806
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $29,989
- Expenses
- $14,304
- Assets
- $131,440
- Liabilities
- $96
Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Lauren Orheim (Board Vice President)
People named in this filing
- Jo-Anne Huber (Director)
- Teresa Vaughan (Treasurer)
- Gloria Brain (Board Chairman)
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 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide access information to Genealogy Researchers. Provide classes and seminars on genealogy topics to an estimated 40 people in the year 2021. Provide genealogical publications that are not readily available for use outside the library to an estimated 1,353 researchers during 2021.
What it reported doing in 2023
Part III Line 30 Provide genealogical publications and library collection of over 16,000 books that are not available outside the library when the library is able to open for business (estimated reopen to new location March 2024)
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
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: 32
- Transparency & Controls: 82
- Sustainability: 81
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 24%; rating input score 24
- Program expense ratio: 45.4%; rating input score 45
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 52.3%; rating input score 92; 92nd percentile among comparable filings
- Total-asset coverage ratio: 9.19; rating input score 91; 91st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 36; 36th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -147.3% per year; rating input score 0; 2nd percentile among comparable filings
- Revenue growth: -5.3% per year; rating input score 0; 35th percentile among comparable filings
- Asset growth: 30.6% per year; rating input score 100; 91st percentile among comparable filings
Details
- Where the money goes: 24% of revenue deployed · 45.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $6K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2022 to 2023
- 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 24/100.
- Moderate — Financial Efficiency: Program expense ratio scored 45/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 36/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.