Historic Stagville Foundation
Nonprofit profile at a glance
- EIN
- 591753602
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990 2011, Form 990-EZ 2024, Form 990-N 2021
- Location
- Durham, NC, USA
- Phone
- 9199870027
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $48,533
- Expenses
- $60,594
- Assets
- $401,155
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- Michael Williams (President)
People named in this filing
- Michael Williams (President)
- Ronald Geary (Co-Treasurer)
- Caroline Pence (Co-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
The Foundation provides critical monetary and volunteer support to a North Carolina state historic site that includes the remnants of the one of the largest plantations in North Carolina. Stagville is dedicated to teaching about the lives and work of enslaved people on the plantation.
What it reported doing in 2024
Provide fiscal and voluteer support for education programs and actvities conducted at the Stagville Historical site
Operating model
- Revenue model
- Donor-supported. 87% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and revenue has grown recently. 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: 0
- Transparency & Controls: 100
- Sustainability: 42
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
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: -24.9%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 6.62; rating input score 88; 88th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -22.3% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: 6.8% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 4.3% per year; rating input score 100; 55th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 16 people listed
- Consistency: 7 of 8 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 13 filing years from 2009 to 2024
- Contacts: How to reach this organization
- 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.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Sustainability: Operating margin scored 20/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.