Limestone Ridge Historical Society

Nonprofit profile at a glance

EIN
161104631
IRS 990-EZ coverage
2010–2020
Forms available
Form 990-EZ 2020
Location
Oriskany Falls, NY, USA
Phone
3158323676
Rating
46
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$22,819
Expenses
$21,403
Assets
$286,168
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JUDY ENGLE (PRESIDENT)
  • RAY HUNTLEY (VICE PRESIDENT)

People named in this filing

  • JUDY ENGLE (PRESIDENT)
  • LYNNE WARNER (SECRETARY)
  • SUE COLLINS (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 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

History of local events & places, open to public and funtions of local interest of history in nature, monthly programs of historical nature. Last year there were no programs due to covid 19, we did continue to mail out newsletter for 9 months of year

What it reported doing in 2020

. A monthly newsletter to all members and local governments

Operating model

Revenue model
Investment-supported. 77% of the money available for current operations came from recurring investment income.
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 total assets are large relative to annual expenses, but may not be spendable cash. 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: 3
  • Transparency & Controls: 100
  • Sustainability: 67
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 3.2%; rating input score 3
  • Program expense ratio: 3.5%; rating input score 4

Transparency & Controls

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

Sustainability

  • Operating margin: 6.2%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 13.37; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.2% per year; rating input score 0; 55th percentile among comparable filings
  • Revenue growth: -0.9% per year; rating input score 0; 62nd percentile among comparable filings
  • Asset growth: 2.4% per year; rating input score 100; 48th percentile among comparable filings

Details

  • Where the money goes: 3.2% of revenue deployed · 3.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $750 in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 10 filing years from 2010 to 2020
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 3/100.
  • High — Financial Efficiency: Program expense ratio scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.