Wyoming Historical Society Group Return

Nonprofit profile at a glance

EIN
900051171
IRS 990 coverage
2019–2023
Forms available
Form 990 2023
Location
Wheatland, WY, USA
Phone
3073223014
Rating
91
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$216,141
Expenses
$168,001
Assets
$903,126
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JESSICA FLOCK (PRESIDENT)
  • LUCAS KEELER (1ST VICE PRESIDENT)
  • BEKI SPEAS (2ND VICE PRESIDENT)

People named in this filing

  • JESSICA FLOCK (PRESIDENT)
  • LUCAS KEELER (1ST VICE PRESIDENT)
  • NANCY TABB (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. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To insure that Wyoming's past remains accessible to present and future generations and to educate, support and foster the study of Wyoming history.

What it reported doing in 2023

Promotion and preservation of Wyoming's history

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 65% for direct work, and 35% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 93
  • Accountability: 88
  • Sustainability: 78
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 95.5%; rating input score 96
  • Fundraising efficiency: $35.93 raised per $1 spent on fundraising; rating input score 71; 71st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.9%; rating input score 100; 62nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: 22.3%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 5.38; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 81; 81st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 16% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 17.2% per year; rating input score 100; 84th percentile among comparable filings
  • Asset growth: 17.9% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 91.5% of revenue deployed · 95.5% of spending went to programs
  • Governance: 7 of 7 board members independent · 5 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $160K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 28 of 28 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 5 filing years from 2019 to 2023
  • 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 — Accountability: Governance controls: Independent financial-statement audit not reported.