Civic Intelligence

Museum Society Inc

EIN 23-7065843 • 501(c)3

Profile

To provide educational opportunities for the general public of charlotte county and surrounding areas.

18500 Murdock Circle33948

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

86th percentile

50%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$88,161

Up $29,290 (+50%) from 2013

Liabilities

Down

$763

Down $5 (-0.7%) from 2013

Net Assets

Up

$87,398

Up $29,295 (+50%) from 2013

Operations
Liabilities / Revenue75th percentileNet Margin70th percentile

Revenue

Up

$26,309

Up $6,175 (+31%) from 2013

Expenses

Up

$22,236

Up $10,578 (+91%) from 2013

Net Income

Down

$4,073

Down $4,403 (-52%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$100K$50K$0Assets 2010: $38,903Liabilities 2010: $1,243Net Assets 2010: $37,6602010Assets 2011: $53,788Liabilities 2011: $1,518Net Assets 2011: $52,2702011Assets 2013: $58,871Liabilities 2013: $768Net Assets 2013: $58,1032013Assets 2014: $88,161Liabilities 2014: $763Net Assets 2014: $87,3982014

Highlighted filing

2014

Assets$88,161
Liabilities$763
Net Assets$87,398
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$40K$20K$0-$20KRevenue 2010: $2,963Expenses 2010: $10,473Net Income 2010: -$7,5102010Revenue 2011: $37,112Expenses 2011: $22,502Net Income 2011: $14,6102011Revenue 2013: $20,134Expenses 2013: $11,658Net Income 2013: $8,4762013Revenue 2014: $26,309Expenses 2014: $22,236Net Income 2014: $4,0732014

Highlighted filing

2014

Revenue$26,309
Expenses$22,236
Net Income$4,073
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,161
Liabilities
$763
Net assets
$87,398
Revenue
$26,309
Expenses
$22,236
Net income
$4,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$88.2$0.76$87.4$26.3$22.2$4.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.9$0.77$58.1$20.1$11.7$8.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$1.52$52.3$37.1$22.5$14.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$1.24$37.7$2.96$10.5$7.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 14, 2015
Return Version
2013v4.0
Gross Receipts
$41,578
Mission and Program Overview

Mission

To provide educational opportunities for the general public of charlotte county and surrounding areas.

Program Services

DescriptionGrantsExpenses
TO FURTHER THE HISTORICAL AND EDUCATIONAL PROGRAMS AND PURPOSES AND TO PROMOTE AND ENCOURAGE PUBLIC INTEREST IN THE CHARLOTTE COUNTY HISTORICAL CENTER.$20,000$20,625
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE MUNSONSecretary-$0--
ROBERT CERRITELLITreasurer-$0--
STAN MUNSONVice Pres-$0--
FRANK DESGUINPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$28,499$28,499$15,269$13,230
Total Events$28,499$28,499$15,269$13,230
Filing and Contact Details

Filer

EIN
23-7065843

Signing Officer

Name
Robert Cerritelli
Title
Treasurer
Signed
2015-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Geoffrey L Lorah
Phone
9416378884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Charlotte county historical center charlotte county government 22959 bayshore road 20,000 0 port charlotte, fl 33980 0”

Form 990-ez, Part I, Line 16

“Expenses printing 47 insurance 1,284 total 1,331”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 25,222”

Form 990-ez, Part II, Line 24

“Fixtures & equipment 26,716 26,716 less accumulated depreciation 26,716 26,716 total 0 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 35 20 endowment fund payable 733 743”

Form 990-ez, Part III

“To provide educational opportunities for the general public of charlotte county and surrounding areas.”

Raw XML Appendix155 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0DIANNE MUNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1ROBERT CERRITELLI
CompensationExplanation/CompensationExplanationGrp/PersonNm2STAN MUNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3FRANK DESGUIN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT CERRITELLI
IRS990EZ/BooksInCareOfDetail/PhoneNum09416298110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1018500 MURDOCK CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORT CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/State0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode033948
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058871
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07316
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANNE MUNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT CERRITELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STAN MUNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK DESGUIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt025222
IRS990EZ/OtherExpensesTotalAmt01331
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE GENERAL PUBLIC OF CHARLOTTE COUNTY AND SURROUNDING AREAS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020625
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015269
IRS990EZ/SpecialEventsNetIncomeLossAmt014440
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0768
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0763
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022236
IRS990EZ/TotalProgramServiceExpensesAmt020625
IRS990EZ/TotalRevenueAmt026309
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04020
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03359
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09910
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt041578
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89040
IRS990ScheduleA/PublicSupportPY170Pct00.90760
IRS990ScheduleA/PublicSupportTotal170Amt080478
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016114
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IRS990ScheduleA/TotalSupportAmt090388
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028499
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028499
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HISTORICAL EVEN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013230
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015269
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARLOTTE COUNTY HISTORICAL CENTER CHARLOTTE COUNTY GOVERNMENT 22959 BAYSHORE ROAD 20,000 0 PORT CHARLOTTE, FL 33980 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES PRINTING 47 INSURANCE 1,284 TOTAL 1,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 25,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FIXTURES & EQUIPMENT 26,716 26,716 LESS ACCUMULATED DEPRECIATION 26,716 26,716 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 35 20 ENDOWMENT FUND PAYABLE 733 743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE GENERAL PUBLIC OF CHARLOTTE COUNTY AND SURROUNDING AREAS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CERRITELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10MUSEUM SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0MUSE
ReturnHeader/Filer/EIN0237065843
ReturnHeader/Filer/USAddress/AddressLine1018500 MURDOCK CIRCLE
ReturnHeader/Filer/USAddress/City0PORT CHARLOTTE
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033948
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650161812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEBB LORAH & COMPANY PL CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101107 WEST MARION AVE UNIT 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEOFFREY L LORAH
ReturnHeader/ReturnTs02015-08-14T15:35:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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