Civic Intelligence

Dunedin Museum Inc

EIN 23-7207278 • 501(c)3 • Dunedin, FL

Profile

The purpose of the Museum is to enrich community pride by sharing Dunedins legacy and heritage, to collect and preserve the historical artifacts and documents of Dunedin, and to foster quality intergenerational learning and historical exhibits.

349 Main StreetDunedin, FL 34698

www.dunedinmuseum.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

26th percentile

-5.7%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$936,695

Down $35,847 (-3.7%) from 2023

Liabilities

Up

$39,072

Up $33,741 (+633%) from 2023

Net Assets

Down

$897,623

Down $69,588 (-7.2%) from 2023

Revenue

Up

$347,035

Up $14,277 (+4.3%) from 2023

Expenses

Up

$416,842

Up $4,909 (+1.2%) from 2023

Net Income

Up

-$69,807

Up $9,368 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2018: $1,125,955Liabilities 2018: $36,975Net Assets 2018: $1,088,9802018Assets 2019: $1,088,016Liabilities 2019: $17,488Net Assets 2019: $1,070,5282019Assets 2020: $1,065,626Liabilities 2020: $79,540Net Assets 2020: $986,0862020Assets 2021: $1,029,177Liabilities 2021: $32,350Net Assets 2021: $996,8272021Assets 2022: $1,053,774Liabilities 2022: $7,423Net Assets 2022: $1,046,3512022Assets 2023: $972,542Liabilities 2023: $5,331Net Assets 2023: $967,2112023Assets 2024: $936,695Liabilities 2024: $39,072Net Assets 2024: $897,6232024

Highlighted filing

2024

Assets$936,695
Liabilities$39,072
Net Assets$897,623

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $579,811Expenses 2018: $340,302Net Income 2018: $239,5092018Revenue 2019: $353,962Expenses 2019: $396,849Net Income 2019: -$42,8872019Revenue 2020: $258,714Expenses 2020: $343,156Net Income 2020: -$84,4422020Revenue 2021: $388,334Expenses 2021: $377,669Net Income 2021: $10,6652021Revenue 2022: $514,638Expenses 2022: $465,588Net Income 2022: $49,0502022Revenue 2023: $332,758Expenses 2023: $411,933Net Income 2023: -$79,1752023Revenue 2024: $347,035Expenses 2024: $416,842Net Income 2024: -$69,8072024

Highlighted filing

2024

Revenue$347,035
Expenses$416,842
Net Income-$69,807

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$347,035
Mission and Program Overview

Mission

The purpose of the Museum is to enrich community pride by sharing Dunedin's legacy and heritage, to collect and preserve the historical artifacts and documents of Dunedin, and to foster quality intergenerational learning and historical exhibits.

To be the primary destination for discovering and fostering connections to Dunedins rich history is the cornerstone of the museums exhibits, programs, events, educational initiatives, and collections that contribute to enhancing community pride.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$850,639$821,854▼ $28,785
Cash and Non-Interest-Bearing Accounts$41,671$50,284▲ $8,613
Inventories for Sale or Use$18,057$18,686▲ $629
Prepaid Expenses and Deferred Charges$30$2,948▲ $2,918
Accounts Receivable-$2,708-
Total Assets$972,542$936,695▼ $35,847
Other Assets Total$62,145$40,215▼ $21,930
Liabilities
Other Liabilities$5,331$37,122▲ $31,791
Accounts Payable and Accrued Expenses-$1,950-
Total Liabilities$5,331$39,072▲ $33,741
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$967,211$897,623▼ $69,588
Total Net Assets Fund Balance$967,211$897,623▼ $69,588
Total Liabilities and Net Assets / Fund Balance$972,542$936,695▼ $35,847

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$821,667$299,483$1,121,150
Other Land Buildings$187$241$428
Other Assets Org$40,215--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve BeatyChair
Amanda BowmanVice Chair
Christopher BatesDirector
Dario FanelliDirector
Deborah KynesDirector
Mark FoxDirector
Matthew LoderDirector
Michael LangeDirector
Susan LittlejohnDirector
Regina TylerSecretary
Charles KleinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,263
Program Service Revenue
$244,514
Investment Income
$258
Other Revenue
$0
All Other Contributions
$102,263
Change in Net Assets
$-69,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,725
Salaries, Compensation, and Employee Benefits$116,117
Total Fundraising Expense$8,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$68,568-$68,568
Fees for Services Other$38,952$2,710$8,609$50,271
Other Salaries and Wages$6,358$33,032-$39,390
Other Expenses$16,027$30,000$171$30,000
Depreciation Depletion-$28,785-$28,785
All Other Expenses$8,742$10,577-$19,319
Occupancy$13,671--$13,671
Insurance-$11,299-$11,299
Fees for Services Accounting-$11,250-$11,250
Payroll Taxes-$8,159-$8,159
Information Technology-$7,758-$7,758
Advertising$7,280$10-$7,290
Interest-$1,028-$1,028
Total Functional Expenses$194,886$213,176$8,780$416,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Southstate LOC$30,000
Payroll Liabilities$4,305
Refundable Deposits$2,500
Sales Tax Payable$317
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

990 is prepared by an accountant following an outside review of the financial statements. The 990 is then reviewed by the board of directors prior to filing with the IRS.

Conflict of interest policy compliance Part VI line 12C

Board members sign a disclosure that there is no conflict of interest.

CEO executive director top management comp Part VI line 15A

The executive committee determines the compensation based on policy.

Form 990 availability to public Part VI line 18

990 is sent to all members of the museum.

Governing documents etc available to public Part VI line 19

Government documents are available to the membership as the documents are sent to all museum members.

Filing and Contact Details

Filer

Filer Name
Dunedin Museum Inc
EIN
23-7207278
Address
349 MAIN STREET, DUNEDIN, FL 34698

Signing Officer

Name
Charlie Klein
Title
Treasurer
Phone
7277361176
Signed
2025-02-13
Discuss with paid preparer
No

Organization Details

Formed
1970
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
7

Preparer

Firm
Boutique Accounting Services Inc
Address
1779 S Pinellas Ave Suite 100, Tarpon Springs, FL 34689
Preparer
Richard W Greco
Phone
7276698006
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

These expenses are a combination of merchant fees, dues & subscriptions, licenses, postage, professional fees, meals & miscellaneous items.

Raw XML AppendixShowing 400 of 427 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is prepared by an accountant following an outside review of the financial statements. The 990 is then reviewed by the board of directors prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members sign a disclosure that there is no conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The executive committee determines the compensation based on policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 is sent to all members of the museum.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Government documents are available to the membership as the documents are sent to all museum members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5These expenses are a combination of merchant fees, dues & subscriptions, licenses, postage, professional fees, meals & miscellaneous items.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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