Travelers Rest Preservation & Heritage Assoc
Nonprofit profile at a glance
- EIN
- 810541891
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Lolo, MT, USA
- Phone
- 4062734253
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $115,400
- Expenses
- $123,410
- Assets
- $109,012
- Liabilities
- $4,473
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Kara Bartlett (President)
- Molly Stockdale (Executive Director)
People named in this filing
- Kara Bartlett (President)
- Kristy Lake (Treasurer)
- Stephanie Castillo (Secretary)
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
Education and Interpretation See Sch O Statement
What it reported doing in 2024
Provide interpretation programs for 60,000 visitors andK-12 education programs for 2100 elementary students on field trips.
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 revenue 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: 31
- Transparency & Controls: 100
- Sustainability: 29
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 31.9%; rating input score 32
- Program expense ratio: 29.8%; rating input score 30
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -6.9%; rating input score 19; 19th percentile among comparable filings
- Total-asset coverage ratio: 0.88; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 46%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: -2.3% per year; rating input score 0; 24th percentile among comparable filings
- Revenue growth: 5.4% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: 2.1% per year; rating input score 100; 34th percentile among comparable filings
Details
- Where the money goes: 31.9% of revenue deployed · 29.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $37K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
- Moderate — Financial Efficiency: Program expense ratio scored 30/100.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Operating margin scored 19/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- High — Sustainability: Officer compensation ratio scored 5/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.