Civic Intelligence

Florida United Numismatists Inc

EIN 23-7421541 • 501(c)3 • St Johns, FL

Profile

Florida united numismatists is a state of florida chartered, non-profit organization dedicated to the education and enrichment of numismatics in florida and beyond. The membership is comprised of hobbyists, collectors, and dealers who share a common interest. Florida united numismatists holds biannual conventions in pursuit of this mission.

P O Box 600339St Johns, FL 32260

funtopics.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

54th percentile

$68,750

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

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

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

45th percentile

4.3%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,345,042

Up $230,450 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,345,042

Up $230,450 (+11%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin67th percentile

Revenue

Up

$1,583,027

Up $65,390 (+4.3%) from 2023

Expenses

Up

$1,352,577

Up $43,717 (+3.3%) from 2023

Net Income

Up

$230,450

Up $21,673 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,367,912Liabilities 2010: $0Net Assets 2010: $1,367,9122010Assets 2012: $1,553,909Liabilities 2012: $0Net Assets 2012: $1,553,9092012Assets 2013: $1,801,136Liabilities 2013: $0Net Assets 2013: $1,801,1362013Assets 2014: $1,834,940Liabilities 2014: $0Net Assets 2014: $1,834,9402014Assets 2015: $2,063,627Liabilities 2015: $0Net Assets 2015: $2,063,6272015Assets 2016: $2,086,748Liabilities 2016: $0Net Assets 2016: $2,086,7482016Assets 2017: $2,300,220Liabilities 2017: $0Net Assets 2017: $2,300,2202017Assets 2018: $2,231,124Liabilities 2018: $0Net Assets 2018: $2,231,1242018Assets 2019: $2,211,687Liabilities 2019: $0Net Assets 2019: $2,211,6872019Assets 2020: $2,244,553Liabilities 2020: $0Net Assets 2020: $2,244,5532020Assets 2021: $1,949,896Liabilities 2021: $0Net Assets 2021: $1,949,8962021Assets 2022: $1,905,815Liabilities 2022: $0Net Assets 2022: $1,905,8152022Assets 2023: $2,114,592Liabilities 2023: $0Net Assets 2023: $2,114,5922023Assets 2024: $2,345,042Liabilities 2024: $0Net Assets 2024: $2,345,0422024

Highlighted filing

2024

Assets$2,345,042
Liabilities$0
Net Assets$2,345,042
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,011,7752010Expenses 2012: $1,056,6532012Expenses 2013: $1,018,8842013Revenue 2014: $1,184,562Expenses 2014: $1,150,758Net Income 2014: $33,8042014Revenue 2015: $1,335,289Expenses 2015: $1,106,602Net Income 2015: $228,6872015Revenue 2016: $1,078,871Expenses 2016: $1,105,750Net Income 2016: -$26,8792016Revenue 2017: $1,392,684Expenses 2017: $1,179,212Net Income 2017: $213,4722017Revenue 2018: $1,161,061Expenses 2018: $1,230,157Net Income 2018: -$69,0962018Revenue 2019: $1,225,303Expenses 2019: $1,244,740Net Income 2019: -$19,4372019Revenue 2020: $1,167,933Expenses 2020: $1,135,067Net Income 2020: $32,8662020Revenue 2021: $306,644Expenses 2021: $601,301Net Income 2021: -$294,6572021Revenue 2022: $1,218,117Expenses 2022: $1,262,198Net Income 2022: -$44,0812022Revenue 2023: $1,517,637Expenses 2023: $1,308,860Net Income 2023: $208,7772023Revenue 2024: $1,583,027Expenses 2024: $1,352,577Net Income 2024: $230,4502024

Highlighted filing

2024

Revenue$1,583,027
Expenses$1,352,577
Net Income$230,450
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,345,042
Liabilities
$0
Net assets
$2,345,042
Revenue
$1,583,027
Expenses
$1,352,577
Net income
$230,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$1.58$1.35$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$1.52$1.31$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.22$1.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.31$0.60$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$1.17$1.14$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$1.23$1.24$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$1.16$1.23$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$1.39$1.18$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.08$1.11$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$1.34$1.11$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.18$1.15$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$1.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,583,027
Mission and Program Overview

Mission

Florida united numismatists is a state of florida chartered, non-profit organization dedicated to the education and enrichment of numismatics in florida and beyond. The membership is comprised of hobbyists, collectors, and dealers who share a common interest. Florida united numismatists holds biannual conventions in pursuit of this mission.

To promote numismatics. This is primarily accomplished by biannual conventions and a newsletter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$373,375$1,094,036▲ $720,661
Receivables From Officers Etc$500,000$500,000→ $0
Investments in Publicly Traded Securities$315,174$318,143▲ $2,969
Investments Other Securities$305,963$311,562▲ $5,599
Cash and Non-Interest-Bearing Accounts$620,080$83,845▼ $536,235
Land, Buildings, and Equipment, Net-$37,456-
Total Assets$2,114,592$2,345,042▲ $230,450
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,064,592$2,295,042▲ $230,450
Net Assets With Donor Restrictions$50,000$50,000→ $0
Total Net Assets Fund Balance$2,114,592$2,345,042▲ $230,450
Total Liabilities and Net Assets / Fund Balance$2,114,592$2,345,042▲ $230,450

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$37,456$303,986$341,442
Equipment-$11,101$11,101
Other Securities$311,562--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Katie WilliamsDirectorFT$68,750$68,750

Board Members and Trustees

NameTitle
Tony SwicerPresident
Abigail ZechmanDirector
Bernie OsoskyDirector
Bob RussellDirector
Chris ArbutineDirector
Donna MoonDirector
Jay ChamberlainDirector
Joe ZelinskiDirector
Nancy CaseyDirector
Randy CampbellDirector
Sandy PearlDirector
Steve MartinDirector
Cindy WibkerSecretary
Tony BonaroTreasurer
Bob HurstVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$62,876
Program Service Revenue
$1,462,645
Investment Income
$15,081
Other Revenue
$42,425
All Other Contributions
$805
Change in Net Assets
$230,450

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,583,027
Total Revenue per Audited Statements
$1,583,027
Total Revenue per Form 990
$1,583,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,274,748
Salaries, Compensation, and Employee Benefits$77,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$589,721$3,256-$592,977
Fees for Services Other$200,203--$200,203
Advertising$169,573--$169,573
Travel$106,414$4,332-$110,746
Current Officers, Directors, Trustees, and Key Employees$60,019$8,731-$68,750
Office Expenses$33,343$1,035-$34,378
Insurance$22,766--$22,766
Fees for Services Accounting-$16,735-$16,735
Payroll Taxes$4,511$557-$5,068
Other Salaries and Wages$4,011--$4,011
Other Expenses$3,598$13,496-$3,598
Information Technology-$3,435-$3,435
Occupancy$374--$374
Total Functional Expenses$1,301,000$51,577$0$1,352,577

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,352,577
Total Expenses per Audited Statements$1,352,577
Total Expenses per Form 990$1,352,577
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$500,000$500,000→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 6

“Any individual may become a member upon payment of annual dues as set by the board of directors.”

Form 990, Page 6, Part VI, Line 7A

“All officers and board members are elected by a majority of voters annually. Each member in good standing has one vote.”

Form 990, Page 6, Part VI, Line 8B

“The committees report their findings to the governing body and the governing body votes on actions to be taken.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is presented at a board meeting with any changes described in detail by the treasurer. Then the board votes to accept and file.”

Form 990, Page 6, Part VI, Line 12C

“All board members use reasonable judgment to determine items that can be a conflict of interest and then bring it up to the governing body.”

Form 990, Page 6, Part VI, Line 15A

“An initial comparison of the salaries in the same field is taken. A committee of three then comes up with a contract that is acceptable by all board members.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are retained by the secretary or treasurer and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Florida United Numismatists Inc
EIN
23-7421541
Phone
9045104067
Address
P O BOX 600339, ST JOHNS, FL 32260

Signing Officer

Name
Tony Bonaro
Title
Treasurer
Phone
9045104067
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Bonaro
Formed
1959
Legal Domicile
Fl
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
16

Preparer

Firm
Davis Group Pa
Address
390 N ORANGE AVE STE 1500, ORLANDO, FL 32801-1658
Preparer
Steve F Davis CPA
Phone
4074347900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Florida united numismatists is a state of florida chartered noln-profit organization dedicated to the education amd enrichment of numismatists in florida and beyond. The membership is comprised of hobbyists, collectors, and dealers who share common interest.”

Form 990, Part IX, Line 11G

“Other professional 200,203 0 0”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The annual earnings of the endowment fund shall be used to provide an annual scholarship to one or two numismatists that are 25 years of age or younger to attend the american numismatic association summer seminar.”

Raw XML AppendixShowing 400 of 524 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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IRS990/AdvertisingGrp/TotalAmt0169573
IRS990/AllOtherContributionsAmt0805
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IRS990/BooksInCareOfDetail/PersonNm0TONY BONARO
IRS990/BooksInCareOfDetail/PhoneNum09045104067
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 600339
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST JOHNS
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062876
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015081
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IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01249877
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