Selma Dallas County Historic Preservation Society

Nonprofit profile at a glance

EIN
237269474
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Selma, AL, USA
Phone
3344128550
Rating
83
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$99,077
Expenses
$194,895
Assets
$954,515
Liabilities
$227,292

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

Leadership & pay

21 people listed

Executive titles in this filing

  • Linda Derry (Past President)
  • Greg Bjelke (3rd Vice President)
  • Sylvia Smith (President)
  • Marsha Carmichael (2nd Vice President)

People named in this filing

  • Shirley Q Baird (board member)
  • Jewel Williamson (board member)
  • Gery Sanders (board member)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Preservation of historic properties: promotion and development of Historic Properties in Dallas County

What it reported doing in 2024

Heritage Village Repairs: this is a lot with 5 structures; 2 cottages, a doctors office, a lawyers office and a dove cote. The 6th structure was not repairable after the January 2023 tornado took it out. The structures were moved to the site and are open for tours depicting life in the late 1800's to the early 1900's. We borrowed funds from the SBA to repair the roofs and porches. We also applied for grant funding when the insurance and loan monies ran out.

Operating model

Revenue model
Donor-supported. 73% 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. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 90
  • Accountability: 82
  • Sustainability: 33
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 83%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -96.7%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 4.9; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 24.7% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: 9.2% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 3.9% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 83% of spending went to programs
  • Governance: 21 of 21 board members independent · 4 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $162K in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 42 of 42 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • Review — Accountability: Governance controls: 2 of 6 not reported.
  • High — Sustainability: Operating margin scored 21/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.