Quick charity verification for Bartlett Historical Society (EIN: 202424126)
Verdict: Bartlett Historical Society appears trustworthy
92/100Mission Score
$87KRevenue
$606KAssets
1Red Flags
5Strengths
Red Flags
None identified based on the provided financial data.
Strengths
Consistent and significant asset growth (from $83,828 in 2016 to $584,807 in 2023).
Very low expenses relative to revenue (e.g., $24,544 expenses on $168,927 revenue in 2023).
No reported officer compensation across all filings, indicating volunteer leadership and high efficiency.
Strong program spending ratio due to minimal administrative overhead.
Low liabilities relative to assets, indicating financial stability.
Spending Breakdown
How Bartlett Historical Society allocates its funds across programs, administration, and fundraising.
95%
Program Spending
Healthy — majority goes to mission
5%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Bartlett Historical Society
Is Bartlett Historical Society a legitimate charity?
Based on AI analysis of IRS 990 filings, Bartlett Historical Society (EIN: 202424126) appears trustworthy. Mission Score: 92/100. 1 red flag identified, 5 strengths noted.
Is Bartlett Historical Society a good charity to donate to?
Bartlett Historical Society has a Mission Score of 92/100. Revenue: $87K. Assets: $606K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Bartlett Historical Society?
The Employer Identification Number (EIN) for Bartlett Historical Society is 202424126. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Bartlett Historical Society spend its money?
Bartlett Historical Society allocates 95% to programs, 5% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Bartlett Historical Society's tax-exempt status?
You can verify Bartlett Historical Society's tax-exempt status using EIN 202424126 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Bartlett Historical Society demonstrates strong financial health and efficient spending, particularly in its program delivery. Over the past eight years, the organization has consistently grown its assets, from $83,828 in 2016 to $584,807 in 2023, indicating effective asset management and donor confidence. Their revenue has also shown significant growth, peaking at $168,927 in 2023, while expenses have remained relatively low compared to revenue, suggesting a lean operational model. For example, in 2023, with $168,927 in revenue, expenses were only $24,544.
The society's spending efficiency is excellent, with a very high proportion of expenses dedicated to program services. The absence of officer compensation reported across all filings indicates a volunteer-driven leadership, which significantly reduces administrative overhead and maximizes resources for their historical preservation mission. This commitment to minimizing administrative costs contributes to their overall financial strength and allows a greater percentage of funds to directly support their programs. Their liabilities have remained low relative to assets, further underscoring financial stability.
Transparency appears to be high given the consistent filing of IRS Form 990s and the clear financial picture presented. The lack of officer compensation is a key indicator of a focus on mission over individual benefit. The organization's ability to accumulate substantial assets while maintaining low expenses suggests prudent financial stewardship and a strong commitment to its long-term sustainability and mission.