San Marino Heritage

Nonprofit profile at a glance

EIN
264448142
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
San Marino, CA, USA
Phone
6269263126
Rating confidence
Limited
Sector
Historical Societies & Historic Preservation

Official website

Reported finances

Revenue
$209
Expenses
$525
Assets
$23,629

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

Leadership & pay

4 people listed

Executive titles in this filing

  • SHIRLEY JAGELS (PRESIDENT)
  • GEORGE JAGLES (VICE PRESIDENT)

People named in this filing

  • SHIRLEY JAGELS (PRESIDENT)
  • GEORGE JAGLES (VICE PRESIDENT)
  • MARJORIE PEDERSON (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 preserve and enhance san marino's cultural, historical and natural resources

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
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

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

Sustainability

  • Operating margin: -151.2%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 45.01; rating input score 98; 98th 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: 31.5% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 2.7% per year; rating input score 100; 63rd percentile among comparable filings
  • Asset growth: 19.3% per year; rating input score 100; 85th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: Filed program service accomplishments
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 11 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.

  • High — Sustainability: Operating margin scored 6/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.