Rose Valley Museum & Historical Soc

Nonprofit profile at a glance

EIN
232992995
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024, Form 990-N 2019
Location
Rose Valley, PA, USA
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$50,219
Expenses
$30,259
Assets
$164,814
Liabilities
$3,169

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

Leadership & pay

8 people listed

Executive titles in this filing

  • SUE KEILBAUGH (PRESIDENT)
  • E MORRIS POTTER (PRESIDENT EM)

People named in this filing

  • SUE KEILBAUGH (PRESIDENT)
  • PETER HOWELL (VICE PRESIDE)
  • PAULA HEALY (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 collect, preserve, publish and interpret the history of rose valley for the benefit of the public and to offer public informational programs, events and services related to aspects of the same. The organization operates the rose valley museum at a historical building of thunderbird lodge and offers historical displays focusing on rose valley - its architecture, the artists, founders' unique interpretation of arts and crafts ideas, furniture and jervis' pottery shops and press.

What it reported doing in 2024

To collect, preserve, publish and interpret the history of rose valley for the benefit of the public.

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 - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 82
  • Sustainability: 76
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 60.3%; rating input score 60
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

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

Sustainability

  • Operating margin: 39.7%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 5.45; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -38.5% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -29.8% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 19.2% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: 60.3% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $30K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2020 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.