Treasury Historical Association
Nonprofit profile at a glance
- EIN
- 237389186
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024
- Location
- Washington, DC, USA
- Phone
- 2026222344
- Rating
- 58
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Historical Societies, Related Historical Activities
Reported finances
- Revenue
- $105,854
- Expenses
- $44,842
- Assets
- $395,002
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- GARY GRIPPO (PRESIDENT)
People named in this filing
- ABBY L GILBERT (DIRECTOR)
- CARTER M EVANS (DIRECTOR)
- DEVAL MEHTA (DIRECTOR)
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
To foster education of employees and the general public on the history of the department of the treasury and its current and past constituent bureaus, as well as on the financial civics of treasury-related topics of economics, finance, and monetary systems. To assist treasury in historic preservation and restoration of the national historic landmark treasury building, a magnificent structure completed in 1869 and located next to the white house.
What it reported doing in 2024
Provided restoration assistance to the department of the treasury for projects in the treasury building, which include funding of various projects. Past projects include: (a) the restoration of the 23-karat gilding in the ceilings of the cash room, the northeast staircase dome, the triple-skylight dome and the eagles and keys in the column capitals in the north wing, and of the double spiral staircase stonework and the 1864 staircase railings in the west wing; (b) historic preservation assistance for projects such as funding for tromp l'oeil decorative paint research and partial restoration of sample/prototype panels in the south corridor; (c) acquisition and restoration of an original mid-19th century oil portrait of abraham lincoln; and (d) creation of an endowment fund for maintenance of the treasury's collection of fine art, furniture and furnishings.
Operating model
- Revenue model
- Donor-supported. 77% 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: 16
- Transparency & Controls: 100
- Sustainability: 90
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 14.4%; rating input score 14
- 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: Yes; rating input score 100
Sustainability
- Operating margin: 57.6%; rating input score 95; 95th percentile among comparable filings
- Total-asset coverage ratio: 8.81; rating input score 98; 98th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 13% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 14.5% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 21.1% per year; rating input score 100; 81st percentile among comparable filings
Details
- Where the money goes: 14.4% of revenue deployed · 17.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $8K in reported program spending
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Financial Efficiency: Mission deployment rate scored 14/100.
- High — Financial Efficiency: Program expense ratio scored 18/100.