Public & Societal Benefit
(W99)
990 on File
IMMIGRATION AND ETHNIC HISTORY SOCIETY
Financial strength (30%)
91/100
Reliability (20%)
50/100
Effectiveness (25%)
61/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$101K
Total Revenue
$99K
Total Expenses
$496K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
82.7%
Fundraising Efficiency
N/A
Operating Reserve
60.28x
Liability-to-Asset
0.0%
Revenue Diversification
17.5%
Compared with Peers
FY 2023
Compared with 2,844 similar organizations
(United States, Public & Societal Benefit, under $100K in expenses), FY 2023.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
82.7% | 80.7% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
60.3 mo | 17.0 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
17.5% | 100.0% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
15.1% | -1.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
52.5% | 2.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
2.3% | 13.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $101K | $99K | $496K | 82.7% | — |
| 2022 | $88K | $65K | $494K | 88.5% | — |
| 2021 | $86K | $76K | N/A | — | 1 |
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