Roosevelt Island Historical Society

Nonprofit profile at a glance

EIN
133018935
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024
Location
New York, NY, USA
Phone
2126884836
Rating
84
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$59,303
Expenses
$70,378
Assets
$60,270
Liabilities
$4,423

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

Leadership & pay

10 people listed

Executive titles in this filing

  • Judith Berdy (President)
  • Barbara Slonevsky (Vice President)

People named in this filing

  • Judith Berdy (President)
  • Barbara Slonevsky (Vice President)
  • Melanie C Colter (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 purpose of the Society is to recover, maintain, preserve and disseminate the record of Roosevelt Island's heritage from colonial times to the present.

What it reported doing in 2024

Educated residents and visitors through walking tours, bus tours, talks, published and video interviews presenting the history of Roosevelt Island and its historical sites, and in interviews commenting on current events on RI. The Historian and Board members recruited outside speakers to present historical information related to Roosevelt Island and its relationship to local and national history as well as talks of general interest to the RI community co-sponsored with the local NYPL library branch which in 2023 were presented on Zoom. The Historian also curated window displays in Roosevelt Island buildings using items from the Kiosk Visitors Center.

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

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 100
  • Sustainability: 27
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.7%; rating input score 81
  • Program expense ratio: 68%; rating input score 68

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: -18.7%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.86; rating input score 42; 42nd percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 14.2%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: 2.4% per year; rating input score 100; 55th percentile among comparable filings
  • Revenue growth: 1.4% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 58th percentile among comparable filings

Details

  • Where the money goes: 80.7% of revenue deployed · 68% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $48K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Sustainability: Operating margin scored 24/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 42/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.