Roswell Historical Society

Nonprofit profile at a glance

EIN
237369498
IRS 990-EZ coverage
2015–2024
Forms available
Form 990 2022, Form 990-EZ 2024
Location
Roswell, GA, USA
Phone
7709921665
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$123,550
Expenses
$145,292
Assets
$156,645
Liabilities
$83

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

Leadership & pay

17 people listed

Executive titles in this filing

  • Judy Meer (President)
  • Johanna Harned (Vice President)

People named in this filing

  • Judy Meer (President)
  • Johanna Harned (Vice President)
  • Cheryl Buchanan (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 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Roswell Historical Society is to collect, preserve, share and promote the history of the City of Roswell and the surrounding districts.

What it reported doing in 2024

Roswell History Museum: Currently, the Roswell Historical Society operates & maintains the Roswell History Museum which is open to the public at least 4 days a week. Over 1,000 people a year visit our permanent and revolving exhibits featuring the history of our area. The Society was honored to present the new exhibit Presidential Connections to Roswell which will be added to our collection of revolving exhibits. The Museum frequently hosts school groups where an interactive approach to history is offered. We also are frequent hosts to retirement communities from around the area seeking to provide enrichment opportunities to guests. Visitors from across the globe come to learn more about the history of our region.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
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. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 98
  • Transparency & Controls: 93
  • Sustainability: 31
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 93.7%; rating input score 94

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 2nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -17.6%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 1.08; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 52; 52nd percentile among comparable filings
  • Officer compensation ratio: 16.3%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: 31.6% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: -7.1% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -8.9% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 93.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $136K in reported program spending
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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 9/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.
  • Review — Sustainability: Liabilities to assets ratio scored 52/100.