The Chevy Chase Historical Society Ltd

Nonprofit profile at a glance

EIN
521279019
IRS 990-EZ coverage
2021–2024
Forms available
Form 990-EZ 2024
Location
Chevy Chase, MD, USA
Phone
3016566141
Rating
47
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$132,378
Expenses
$111,052
Assets
$276,913
Liabilities
$0

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

Leadership & pay

21 people listed

Executive titles in this filing

  • Susan Bollendorf (President and Director)
  • Carolyn Greis (Vice President and Director)
  • John Higgins (Second Vice President and Director)

People named in this filing

  • Susan Bollendorf (President and Director)
  • Dima Fayyad (Director-at-Large)
  • Kelly Basheer Garrett (Director-at-Large)

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

Historical Society

What it reported doing in 2024

Other Program Services: In addition to serving patrons at the CCHS Archive and Research Center, the home of our collection, CCHS sponsors a variety of programs and events to foster knowledge of local history within the community. Certain activities are targeted to young audiences or seniors. Events are attended by Chevy Chase residents as well as history enthusiasts from a variety of Montgomery County neighborhoods and surrounding areas. These programs include (a) our Lectures program, which offers twice yearly free public lectures by historians, architects, academics, and other authorities on a variety of topics of interest, (b) our History-Go-Round program, which offers guided visits to historic sites and further exploration of history both inside and outside the neighborhood, (c) our Oral History program, in which we record and transcribe oral histories of long-time Chevy Chase residents, and local business owners and their employees, (d) our several education and outreach programs providing speakers, information, photographs, and exhibitions for libraries, schools, historical organizations, private businesses, civic groups and special events throughout the metropolitan area, and (e) an annual dinner, showcasing a residence of architectural or historic significance and featuring exhibitions that chronicle the history of the community.

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

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. 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: 16
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.1%; rating input score 15
  • Program expense ratio: 17.9%; rating input score 18

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 16.1%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 2.49; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 49.3%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: -27% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: 9.3% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 14.1% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 15.1% of revenue deployed · 17.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $20K in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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 15/100.
  • High — Financial Efficiency: Program expense ratio scored 18/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.