Susquehanna Heritage Corporation
Nonprofit profile at a glance
- EIN
- 753087098
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Wrightsville, PA, USA
- Phone
- 7172520229
- Rating
- 69
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Community, Neighborhood Development
Reported finances
- Revenue
- $2,495,825
- Expenses
- $1,828,882
- Assets
- $9,520,913
- Liabilities
- $1,608,044
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- MARK N PLATTS (PRESIDENT)
Highest reported compensation
- MARK N PLATTS (PRESIDENT): $188,198 total reported compensation
- JONATHAN PINKERTON (VICE PRESIDE): $146,519 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
As a designated national and state heritage area, susquehanna heritage corporation works to raise awareness and appreciation of the cultural and economic value of the susquehanna riverlands, and preserve, enhance and celebrate the area's most significant heritage assets.
What it reported doing in 2024
The organization facilitates community planning processes, develops exhibits, guides, and interpretive materials and helps preserve and enhance public lands along the river corridor. The organization operates the john and kathryn zimmerman center for heritage, which is open for visitors to tour the facility, view the visions of the susquehanna river art collection, and learn about the captain john smith chesapeake national historic trail and american indians. The center is also where the organization hosts meetings on various topics relating to the mission. The organization also manages the columbia crossing river trails center for the borough of columbia, which is open to the public for visitor information, programs, and exhibits.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 54
- Transparency & Controls: 70
- Accountability: 91
- Sustainability: 71
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 48.2%; rating input score 48
- Program expense ratio: 64.9%; rating input score 65
- Fundraising efficiency: $14.06 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 26.7%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 5.21; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0.17; rating input score 48; 48th percentile among comparable filings
- Officer compensation ratio: 18.3%; rating input score 14; 14th percentile among comparable filings
Growth
- Program expense growth: 10.4% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 13.5% per year; rating input score 100; 78th percentile among comparable filings
- Asset growth: 11.4% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 48.2% of revenue deployed · 64.9% of spending went to programs
- Governance: 18 of 18 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $1.2M in reported program spending
- Leadership: top reported pay $188K · 20 people listed · 1 of 6 pay-setting controls reported
- Consistency: 35 of 35 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- High — Sustainability: Officer compensation ratio scored 14/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 48/100.