Island Heights Cultural & Heritage Association

Nonprofit profile at a glance

EIN
223050344
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Island Heights, NJ, USA
Phone
7329292646
Rating
40
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$32,604
Expenses
$42,396
Assets
$421,076

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

Leadership & pay

10 people listed

Executive titles in this filing

  • LYNN PENDLETON (VISE PRESIDENT)
  • KENNETTA TOMASO (PRESIDENT)

People named in this filing

  • ELENA DEFONZO (TRUSTEE)
  • WILLIAM DUDECK (TREASURER GROUNDS)
  • PATTI FUSARO (CORRESPONDING SECRETARY)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Historical preservation and education

What it reported doing in 2025

Historical lectures and tour of historical buildingshistorical preservation & educationlectures average 84 and tour average 425

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 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: 5
  • Transparency & Controls: 82
  • Sustainability: 42
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 6.3%; rating input score 6
  • Program expense ratio: 3.4%; rating input score 3

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -30%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 9.93; rating input score 92; 92nd 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: -7.1% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: 11.9% per year; rating input score 100; 83rd percentile among comparable filings
  • Asset growth: 0.8% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 6.3% of revenue deployed · 3.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $1K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 6/100.
  • High — Financial Efficiency: Program expense ratio scored 3/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.