Charity Review

Issued: April 2018 Expires: April 2019

Charity Seal Holder

Allen County-Fort Wayne Historical Society

Meets Standards
 
(260) 426-2882 302 E Berry St, Fort Wayne IN 46802-2708 www.fwhistorycenter.com
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
Conclusions

Allen County-Fort Wayne Historical Society meets the 20 Standards for Charity Accountability.

Purpose

"to serve present and future generations by collecting, preserving and sharing artifacts, documents and images that describe the people, places and events that define Fort Wayne and Allen County history."

Incorporated: 1956 in IN

Also Known As: The History Center

Programs

For over 90 years, the Allen County-Fort Wayne Historical Society (History Center) has worked to preserve Allen County and Fort Wayne, Indiana's rich history. Since 1980, the Society has been housed in the Old City Hall building. Built in 1893 by local architects, the sandstone Richardsonian Romanesque structure served as the seat of city government until 1971, when it was vacated for the former City-County Building. Known as the History Center, the building on the corner of Berry and Barr is home to the Society's offices as well as its extensive collection of archival records and diverse collection of over 27,000 artifacts. The Society offers free tours of the History Center to all K-12 school groups from Allen, DeKalb, LaGrange, Noble and Steuben counties through its annual fundraising campaign, the Heritage Education Fund. In addition to the History Center, the Society also operates the National Historic Landmark Chief Richardville House and Fort Wayne's oldest public space, the Barr Street Market. The Society hosts numerous special exhibits, events, lectures, and educational programs throughout the year, including the annual Festival of Gingerbread during the holiday season, and publishes its biannual historical magazine Old Fort News.

Governance & Staff

CEO: Mr. Todd M Pelfrey, Executive Director Compensation:* $95,503

Board Size: 30

Staff: 11

* Compensation includes annual salary and, if applicable, benefit plans, expense accounts and other allowances.
Fund Raising

% of Related Contributions on Fundraising: 14.42%

Fund raising methods include: Direct Mail Appeals, Telephone Appeals, Invitations to Fund Raising Events, Print Advertisements, Television, Radio, Grant Proposals, Internet, and Membership Appeals.

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Allen County-Fort Wayne Historical Society's Audited Financial Statements for the fiscal year ending Friday, June 30, 2017.

Source of Funds
Government and Foundation Grants $381,138
Contributions $47,180
In Kind Contributions $27,000
Special events $95,342
Memberships $19,427
Admissions $17,756
Gift Shop Sales $10,354
Investment income $7,323
Rent Income $63,041
Other Income $12,989
Gain on Investments $37,956
Total Income: $719,506
 
Fusion Chart
 
Program Expenses: $552,930
Fundraising Expenses: $65,647
Administrative Expenses: $156,923
Total Expenses: $775,500
 
Income in Excess of Expenses: ($55,994)
 
Beginning Net Assets: $5,881,343
Ending Net Assets: $5,825,349
Total Liabilities: $53,741
Total Assets: $5,879,090


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Standards Legend

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  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.