Floyd County Historical Society Endowment Fund

Analysis

Floyd County Historical Society Endowment Fund is a registered charity in United States, based in Charles City, IA. It received its IRS tax-exemption ruling in February 1986, 40 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending August 2024, Floyd County Historical Society Endowment Fund reported income of $640k and spending of $30k, leaving 95% of income unspent that year. Across the 5 years on record, from September 2019 to August 2024, income grew from $17k to $640k (+3675%), an average of +148% a year. The sharpest change came in the year to August 2024, when income rose by 4140%. Over the whole period it spent 12% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Floyd County Historical Society Endowment Fund sits at the 80th percentile: it is larger than about 80% of them. Against every charity in United States with reported income it ranks in the 74th percentile, and in the 76th percentile within IA. Charities of a similar size with the same main cause include Black Farmers Collective ($640k), Northern Plains Ballet ($640k) and Hip Hop Theater Festival Inc ($640k).

On its Form 990 for the period ending August 2024, revenue came from contributions and grants 95% of the total. At year end it held assets of $1.3m against liabilities of $0, net assets of $1.3m.