The Boarders and Stewards of the Monastery
Nonprofit profile at a glance
- EIN
- 232802733
- IRS 990 coverage
- 2024–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023
- Location
- Philadelphia, PA, USA
- Phone
- 4844320306
- Rating
- 65
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
- Affiliation
- Christianity
Reported finances
- Revenue
- $247,051
- Expenses
- $254,225
- Assets
- $110,708
- Liabilities
- $11,041
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- DIANE GARVEY (PRESIDENT)
People named in this filing
- DIANE GARVEY (PRESIDENT)
- TERESA SARMINA (SECRETARY)
- KIM MURPHY (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. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Maintain and restore historical public property via improvements, repairs and increased public awareness
Operating model
- Revenue model
- Other-operating. 82% of the money available for current operations came from other operating revenue.
- 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 a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 47
- Transparency & Controls: 92
- Accountability: 70
- Sustainability: 33
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 53.3%; rating input score 53
- Program expense ratio: 51.8%; rating input score 52
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- 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: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- 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: -2.9%; rating input score 33; 33rd percentile among comparable filings
- Total-asset coverage ratio: 0.44; rating input score 22; 22nd percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 26; 26th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 16.8% per year; rating input score 100; 84th percentile among comparable filings
- Asset growth: 14.7% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 53.3% of revenue deployed · 51.8% of spending went to programs
- Governance: 4 of 4 board members independent · 2 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $132K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 20 of 20 current checks pass
- Schedules: 4 filed schedules · includes major donors
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 53/100.
- Review — Financial Efficiency: Program expense ratio scored 52/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- Moderate — Sustainability: Operating margin scored 33/100.
- High — Sustainability: Total-asset coverage ratio scored 22/100.
- High — Sustainability: Liabilities to assets ratio scored 26/100.