Sanford Historic Trust Inc

Nonprofit profile at a glance

EIN
592978621
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024, Form 990-N 2021
Location
Sanford, FL, USA
Phone
4072421329
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$38,739
Expenses
$22,081
Assets
$102,081

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

Leadership & pay

4 people listed

Executive titles in this filing

  • Henry Dieckhaus (President)
  • Brandy Cannon (Vice President)

People named in this filing

  • Henry Dieckhaus (President)
  • Tania King (Treasurer)
  • Virginia Vlassick (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

Our mission is to protect, preserve, and cultivate the historical heritage of the Sanford community through education and innovative stewardship.

What it reported doing in 2024

Images of Sanford calendar project: the annual calendar includes images submitted by the community. Thirteen images are chosen by a committee to be featured in the subsequent calendar. Over 1,000 calendars are provided to the community, free of charge

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
Direct operator. The filing allocates 96% 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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 82
  • Sustainability: 72
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 30.9%; rating input score 31
  • Program expense ratio: 54.2%; rating input score 54

Transparency & Controls

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

Sustainability

  • Operating margin: 43%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 4.62; rating input score 83; 83rd 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: -2.8% per year; rating input score 0; 40th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 6.4% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 30.9% of revenue deployed · 54.2% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $12K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2009 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 31/100.
  • Review — Financial Efficiency: Program expense ratio scored 54/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.