Sunnyslope Historical Society
Nonprofit profile at a glance
- EIN
- 742549294
- IRS 990-EZ coverage
- 2015–2025
- Forms available
- Form 990-EZ 2025
- Location
- Phoenix, AZ, USA
- Phone
- 6023313150
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $38,342
- Expenses
- $41,109
- Assets
- $176,508
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- Julia Taggart (President)
- David Smith (Vice-President)
People named in this filing
- Julia Taggart (President)
- David Smith (Vice-President)
- Jeff Richards (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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To preserve the past of the Sunnyslope community for its future through researching, collecting, preserving, and sharing the history of this community. Promote community safety and identity and to promote community involvement. To educate the community about the rich history of the people and land surrounding it.
What it reported doing in 2025
The mission of the Sunnyslope Historical Society is to promote, encourage and foster research on the history of Sunnyslope and to collect, preserve, disseminate materials, and information related to the history of Sunnyslope. It is also to raise funds for any of the foregoing objectives and accept donations, gifts, legacies and bequests. The organization was open to the public to tour the museum exhibits and to educate the public and promote Sunnyslope and Phoenix area history. We received 691 visitors to our campus and hosted 46 events at our museum
Operating model
- Revenue model
- Donor-supported. 71% 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
MIXED - The filed numbers largely add up and program spending has grown recently. 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: 5
- Transparency & Controls: 100
- Sustainability: 53
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 5.7%; rating input score 6
- Program expense ratio: 4.4%; rating input score 4
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -7.2%; rating input score 32; 32nd percentile among comparable filings
- Total-asset coverage ratio: 4.29; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 11.3% per year; rating input score 100; 72nd percentile among comparable filings
- Revenue growth: 1.4% per year; rating input score 100; 55th percentile among comparable filings
- Asset growth: -0.3% per year; rating input score 0; 36th percentile among comparable filings
Details
- Where the money goes: 5.7% of revenue deployed · 4.4% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $2K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 10 filing years from 2015 to 2025
- 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 — Financial Efficiency: Mission deployment rate scored 6/100.
- High — Financial Efficiency: Program expense ratio scored 4/100.
- Moderate — Sustainability: Operating margin scored 32/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.