Historical Society of East Pennsboro Inc

Nonprofit profile at a glance

EIN
251873504
IRS 990 coverage
2023–2023
Forms available
Form 990 2023, Form 990-N 2022
Location
Enola, PA, USA
Phone
7177325801
Rating
39
Verdict
REVIEW
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$202,142
Expenses
$47,729
Assets
$646,069
Liabilities
$38

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • GEORGE DEMARTYN (BOARD - PRESIDENT)
  • JIM HERTZLER (BOARD - VICE PRESIDENT)

People named in this filing

  • JAMES LEONARD (EXEC DIRECTOR)
  • SHARON FISSEL (BOARD - VOLUNTEER)
  • GEORGE DEMARTYN (BOARD - PRESIDENT)

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 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Educate and inform the public on county and township history through artifact and records gathered and preserved. Operation of the enola miller house a living history exhibit listed on the national register of historic places

What it reported doing in 2023

Received community and economic assistance program grant of $150,000.00 in may of 2024 from the commonwealth of Pennsylvania, department of community and economic development. Funds are being used as directed for specific interior and exterior renovations performed by contractors to the enola miller house. When renovations are complete, the historical home will be open to the public as a living history exhibit.

Operating model

Revenue model
Grant-funded. 75% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 84% 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

REVIEW - 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 voting board members are independent.

Rating breakdown

  • Financial Efficiency: 22
  • Transparency & Controls: 82
  • Accountability: 6
  • Sustainability: 88
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.9%; rating input score 7
  • Program expense ratio: 26.1%; rating input score 26
  • Fundraising efficiency: $83.39 raised per $1 spent on fundraising; rating input score 83; 83rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 13th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Pass
    • 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: 76.4%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 13.54; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 61; 61st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 6.9% of revenue deployed · 26.1% of spending went to programs
  • Governance: 0 of 11 board members independent · 1 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • 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 7/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 26/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.