Pensacola Heritage Foundation Inc

Nonprofit profile at a glance

EIN
596159380
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Pensacola, FL, USA
Phone
8504386505
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$35,124
Expenses
$24,826
Assets
$126,275
Liabilities
$0

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

Leadership & pay

10 people listed

Executive titles in this filing

  • REESE WILLIAMS (PRESIDENT)
  • SUSAN SENKARIK (VICE-PRESIDENT)

People named in this filing

  • REESE WILLIAMS (PRESIDENT)
  • SUSAN SENKARIK (VICE-PRESIDENT)
  • THERESA HARRELL (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

To promote pensacola and its history.

What it reported doing in 2024

Provided two college scholarships through an historical essay writing contest using pensacola and its historyas the essay topic requirment.

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

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 82
  • Sustainability: 77
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44%; rating input score 44
  • Program expense ratio: 65.5%; rating input score 66

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 29.3%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 5.09; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.3% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: 3.1% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 44% of revenue deployed · 65.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $16K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2010 to 2024
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.