St Helena Historical Society
Nonprofit profile at a glance
- EIN
- 300087096
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2015
- Location
- St Helena, CA, USA
- Phone
- 7079675502
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $93,017
- Expenses
- $91,889
- Assets
- $191,193
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
1 person listed
People named in this filing
- JOHN SALES (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
Preserve and protect the history of saint helena. Incorporated in 1876.
What it reported doing in 2024
Provide research for individuals who wish to learn more detail about the history of saint helena.
Operating model
- Revenue model
- Donor-supported. 100% 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
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 65
- Transparency & Controls: 82
- Sustainability: 49
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 65%; rating input score 65
- Program expense ratio: 65.8%; rating input score 66
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 1.2%; rating input score 48; 48th percentile among comparable filings
- Total-asset coverage ratio: 2.08; rating input score 66; 66th 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: 18.3% per year; rating input score 100; 81st percentile among comparable filings
- Revenue growth: -3.4% per year; rating input score 0; 39th percentile among comparable filings
- Asset growth: 2.3% per year; rating input score 100; 47th percentile among comparable filings
Details
- Where the money goes: 65% of revenue deployed · 65.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $60K in reported program spending
- Leadership: top reported pay $0 · 1 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2016 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: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.