Jewish Historical Society

Nonprofit profile at a glance

EIN
042743167
IRS 990-EZ coverage
2009–2009
Forms available
Form 990-EZ 2009
Location
Swampscott, MA, USA
Phone
9785640741
Rating
34
Verdict
REVIEW
Rating confidence
Limited
Sector
Historical Societies & Historic Preservation
Affiliation
Judaism

Reported finances

Revenue
$8,807
Expenses
$12,820
Assets
$13,470

Source: IRS Form 990-EZ. Selected filing: tax year 2009. Amounts in USD.

Leadership & pay

21 people listed

Source: IRS Form 990-EZ. Selected filing: tax year 2009. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preserve historical documents for research

What it reported doing in 2009

Provide exhibits and programs to various organizations and assist scholars doing research.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

REVIEW - The filed numbers largely add up. 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: 82
  • Sustainability: 21
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.3%; rating input score 0
  • Program expense ratio: 0.2%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: -45.6%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 1.05; rating input score 47; 47th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: Limited

Growth

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

Details

  • Where the money goes: 0.3% of revenue deployed · 0.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $28 in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 1 filed schedules
  • Money network: 1 filed money-flow record
  • 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.
  • High — Sustainability: Operating margin scored 15/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 47/100.