Monroe Cultural & Heritage Museum

Nonprofit profile at a glance

EIN
464385248
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024, Form 990-N 2016
Location
Monroe, GA, USA
Phone
6786358997
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$52,305
Expenses
$48,763
Assets
$131,411

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Dawn Griffin (President)
  • Tom Moore (President)
  • Dexter Adams (Vice President)

People named in this filing

  • Steve Brown (Historian)
  • Stuart Smith (Treasurer)
  • Kim Mulkey Smith (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The corporation is organized to collect, exhibit and archive artifacts and family histories to make available for research and educational purposes for the city of Monroe and surrounding areas of Walton County, Georgia.

What it reported doing in 2024

The corporation has created historical archives from items and photos that have been donated or loaned by hometown families for viewing by the general public. Archives have been established for genealogic 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 100
  • Sustainability: 55
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.3%; rating input score 81
  • Program expense ratio: 87.2%; rating input score 87

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: 6.8%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 2.69; rating input score 72; 72nd 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: 1.7% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: -3.9% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 81.3% of revenue deployed · 87.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $43K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2017 to 2024
  • 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 — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.