Civic Intelligence

Jacksonville Historic Naval Ship Association Inc

EIN 06-1834542 • 501(c)3 • Saint Johns, FL

Profile

To operate the jacksonville naval museum and preserve the uss orleck to honor the legacy of those who serve(d) and to educate future generations and museum visitors.

2220 County Road 210 West Ste 108 SSaint Johns, FL 32259

www.jaxnavalmuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.45x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.92x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

59%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,497,618

Up $791,516 (+21%) from 2023

Liabilities

Down

$2,036,513

Down $16,785 (-0.8%) from 2023

Net Assets

Up

$2,461,105

Up $808,301 (+49%) from 2023

Revenue

Up

$2,207,285

Up $817,285 (+59%) from 2023

Expenses

Up

$1,423,229

Up $319,479 (+29%) from 2023

Net Income

Up

$784,056

Up $497,806 (+174%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $33,775Liabilities 2010: $0Net Assets 2010: $33,7752010Assets 2011: $55,942Liabilities 2011: $0Net Assets 2011: $55,9422011Assets 2012: $74,634Liabilities 2012: $0Net Assets 2012: $74,6342012Assets 2013: $100,118Liabilities 2013: $2Net Assets 2013: $100,1162013Assets 2014: $91,656Liabilities 2014: $2Net Assets 2014: $91,6542014Assets 2015: $48,544Liabilities 2015: $2Net Assets 2015: $48,5422015Assets 2016: $357,530Liabilities 2016: $0Net Assets 2016: $357,5302016Assets 2017: $342,019Liabilities 2017: $607Net Assets 2017: $341,4122017Assets 2018: $1,122,764Liabilities 2018: $800,437Net Assets 2018: $322,3272018Assets 2019: $483,656Liabilities 2019: $185,000Net Assets 2019: $298,6562019Assets 2020: $247,627Liabilities 2020: $0Net Assets 2020: $247,6272020Assets 2021: $672,968Liabilities 2021: $260,003Net Assets 2021: $412,9652021Assets 2022: $3,671,792Liabilities 2022: $2,338,117Net Assets 2022: $1,333,6752022Assets 2023: $3,706,102Liabilities 2023: $2,053,298Net Assets 2023: $1,652,8042023Assets 2024: $4,497,618Liabilities 2024: $2,036,513Net Assets 2024: $2,461,1052024

Highlighted filing

2024

Assets$4,497,618
Liabilities$2,036,513
Net Assets$2,461,105

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $110,7752010Expenses 2011: $160,7062011Expenses 2012: $228,6812012Revenue 2013: $153,755Expenses 2013: $128,273Net Income 2013: $25,4822013Revenue 2014: $190,512Expenses 2014: $198,974Net Income 2014: -$8,4622014Revenue 2015: $113,089Expenses 2015: $156,200Net Income 2015: -$43,1112015Revenue 2016: $403,863Expenses 2016: $95,074Net Income 2016: $308,7892016Revenue 2017: $107,753Expenses 2017: $123,871Net Income 2017: -$16,1182017Revenue 2018: $52,807Expenses 2018: $71,892Net Income 2018: -$19,0852018Revenue 2019: $36,201Expenses 2019: $59,872Net Income 2019: -$23,6712019Revenue 2020: $32,117Expenses 2020: $83,100Net Income 2020: -$50,9832020Revenue 2021: $226,363Expenses 2021: $61,025Net Income 2021: $165,3382021Revenue 2022: $1,523,765Expenses 2022: $603,159Net Income 2022: $920,6062022Revenue 2023: $1,390,000Expenses 2023: $1,103,750Net Income 2023: $286,2502023Revenue 2024: $2,207,285Expenses 2024: $1,423,229Net Income 2024: $784,0562024

Highlighted filing

2024

Revenue$2,207,285
Expenses$1,423,229
Net Income$784,056

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$2.04$2.46$2.21$1.42$0.78
2023Detailed filing. Detailed filing data is available for this year.$3.71$2.05$1.65$1.39$1.10$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.67$2.34$1.33$1.52$0.60$0.92
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.26$0.41$0.23$0.06$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.19$0.30$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.80$0.32$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.11$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.40$0.10$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.11$0.16$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.19$0.20$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.15$0.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$2,255,077
Mission and Program Overview

Mission

Establish the adams class naval ship museum

To operate a naval museum to preserve the uss orleck to educate the public and to honor those who served

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,372,820$3,564,519▲ $191,699
Cash and Non-Interest-Bearing Accounts$234,552$853,855▲ $619,303
Loans From Officers Directors$100,000$100,000→ $0
Accounts Receivable-$26,190-
Prepaid Expenses and Deferred Charges$23,024$19,975▼ $3,049
Inventories for Sale or Use$15,501$17,444▲ $1,943
Total Assets$3,706,102$4,497,618▲ $791,516
Other Assets Total$60,205$15,635▼ $44,570
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,496,358$1,471,234▼ $25,124
Unsecured Notes Loans Payable$300,000$300,000→ $0
Deferred Revenue-$131,346-
Accounts Payable and Accrued Expenses$156,940$33,933▼ $123,007
Total Liabilities$2,053,298$2,036,513▼ $16,785
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,631,456$2,461,105▲ $829,649
Net Assets With Donor Restrictions$21,348--
Total Net Assets Fund Balance$1,652,804$2,461,105▲ $808,301
Total Liabilities and Net Assets / Fund Balance$3,706,102$4,497,618▲ $791,516

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,421,837$403,901-
Equipment$298,285$117,540-
Leasehold Improvements$844,397$82,269-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel BeanPresident
Greg AllenVice President
Bruce FourakerBoard Member
Charlie DavisBoard Member
Gilbert WrightBoard Member
Henry MorelandBoard Member
JOHN O'NEILBoard Member
James FossaBoard Member
Jeffrey SandlerBoard Member
Pat GeerBoard Member
Robert CleryBoard Member
Robert WhitkopBoard Member
Marinus StormSecretary
Stanley HalterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,813,308
Program Service Revenue
$315,760
Investment Income
$3,627
Other Revenue
$74,590
All Other Contributions
$1,171,965
Change in Net Assets
$784,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,121,314
Salaries, Compensation, and Employee Benefits$287,915
Total Fundraising Expense$23,156
Professional Fundraising Fees$14,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$303,793--$303,793
Fees for Services Other$227,614--$227,614
Current Officers, Directors, Trustees, and Key Employees$58,063$85,130$9,156$152,349
Other Salaries and Wages$105,582$8,631-$114,213
Occupancy$108,542$3,885-$112,427
Interest$98,348--$98,348
Information Technology$65,386$22,169-$87,555
Office Expenses$53,527$24,036-$77,563
Insurance$48,568$5,916-$54,484
Advertising-$26,749-$26,749
Payroll Taxes$14,159$7,194-$21,353
Fees for Services Professional Fundraising--$14,000$14,000
Other Expenses$1,278$7,347-$7,347
Travel-$6,762-$6,762
Fees for Services Accounting-$4,000-$4,000
Total Functional Expenses$1,188,562$211,511$23,156$1,423,229
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,371
Fundraising Direct Expenses$15,550
Professional Fundraising Fees$14,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race$33,006$18,006$14,606$3,400
Gala$14,845$4,445$2,959$1,486
Total Events$47,851$22,451$28,517$-6,066
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$100,000$100,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

The completed 990 is distributed to the board of directors for

Part VI Line 11B

REVIEW PRIOR TO FILING.

Part VI Line 12C

Agreements, contracts, and transactions are reviewed by the board of

Part VI Line 12C

Directors to determine if there's a potential conflict of interest.

Part VI Line 15A or B

In 2023 the compensation for the museum director was reviewed and

Part VI Line 15A or B

Approved by the board of directors.

Part VI Line 18

Documents are available on guidestar.org and also by request.

Part VI Line 19

The documents are available by request,

Filing and Contact Details

Filer

Filer Name
Jacksonville Historic Naval Ship Association Inc
EIN
06-1834542
In Care Of
% STANLEY F HALTER
Phone
9042145014
Address
2220 County Road 210 West Ste 108 S, Saint Johns, FL 32259
Doing Business As
Florida Historic Naval Ship Association

Signing Officer

Name
Stanley F Halter
Title
Treasurer
Phone
9045631903
Signed
2025-11-12

Organization Details

Principal Officer
Stanley F Halter
Formed
2008
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
13
Employees
6
Volunteers
87
Supplemental Narrative

Additional Explanations

Part IX Line 11G

Videographer Total expenses - $84000.00 Program service expenses - $84000.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Video Recording Services Total expenses - $3848.00 Program service expenses - $3848.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Oral History Collection Total expenses - $38500.00 Program service expenses - $38500.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Video Editing Total expenses - $3713.00 Program service expenses - $3713.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Web Services Total expenses - $21800.00 Program service expenses - $21800.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Event Services Total expenses - $75753.00 Program service expenses - $75753.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

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