Historic Neighborhood Trust
Nonprofit profile at a glance
- EIN
- 270083507
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2016
- Location
- Williamsport, PA, USA
- Phone
- 5703609321
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $105,468
- Expenses
- $91,817
- Assets
- $76,635
- Liabilities
- $1,265
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Jeannette Carter (President and Executive Director)
People named in this filing
- Jeannette Carter (President and Executive Director)
- George Bishop (Secretary)
- Ross Berger (Treasurer)
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
See Schedule O.
What it reported doing in 2024
Community Studio Programs: Memberships, classes, community initiatives, and special events through our four community studios and organization-wide programs - See Schedule O.
Operating model
- Revenue model
- Earned-program. 69% of the money available for current operations came from fees and other program revenue.
- 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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 100
- Sustainability: 57
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.1%; rating input score 87
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 12.9%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 0.83; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 39; 39th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 15.2% per year; rating input score 100; 70th percentile among comparable filings
- Revenue growth: 10.4% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 25.8% per year; rating input score 100; 85th percentile among comparable filings
Details
- Where the money goes: 87.1% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $92K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2019 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- 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.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 39/100.