Civic Intelligence

Santa Rosa Historical Society Inc

EIN 23-7450000 • 501(c)3 • Bagdad, FL

Profile

The mission of the Santa Rosa Historical Society is to preserve the history and historic buildings and places in Santa Rosa County and to share that history through the Museum of Local History and other education and outreach.

PO Box 196Bagdad, FL 32530

santarosahistoricalsociety.com

Siviq Scores

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

Liabilities / Assets

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

4.73x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

2nd percentile

-190%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-3.1%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$938,910

Down $29,998 (-3.1%) from 2023

Liabilities

Flat

$74,700

Flat from 2023

Net Assets

Down

$864,210

Down $29,998 (-3.4%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$15,801

Down $611,639 (-97%) from 2023

Expenses

Up

$45,799

Up $16,020 (+54%) from 2023

Net Income

Down

-$29,998

Down $627,659 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0Assets 2020: $318,738Liabilities 2020: $41,717Net Assets 2020: $277,0212020Assets 2021: $347,562Liabilities 2021: $42,998Net Assets 2021: $304,5642021Assets 2022: $431,881Liabilities 2022: $135,334Net Assets 2022: $296,5472022Assets 2023: $968,908Liabilities 2023: $74,700Net Assets 2023: $894,2082023Assets 2024: $938,910Liabilities 2024: $74,700Net Assets 2024: $864,2102024

Highlighted filing

2024

Assets$938,910
Liabilities$74,700
Net Assets$864,210
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $36,698Expenses 2020: $52,847Net Income 2020: -$16,1492020Revenue 2021: $94,749Expenses 2021: $67,206Net Income 2021: $27,5432021Revenue 2022: $103,153Expenses 2022: $111,170Net Income 2022: -$8,0172022Revenue 2023: $627,440Expenses 2023: $29,779Net Income 2023: $597,6612023Revenue 2024: $15,801Expenses 2024: $45,799Net Income 2024: -$29,9982024

Highlighted filing

2024

Revenue$15,801
Expenses$45,799
Net Income-$29,998
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$938,910
Liabilities
$74,700
Net assets
$864,210
Revenue
$15,801
Expenses
$45,799
Net income
-$29,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.39$0.75$8.64$0.16$0.46$0.30
2023Detailed filing. Detailed filing data is available for this year.$9.69$0.75$8.94$6.27$0.30$5.98
2022Detailed filing. Detailed filing data is available for this year.$4.32$1.35$2.97$1.03$1.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.43$3.05$0.95$0.67$0.28
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.42$2.77$0.37$0.53$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$16,547
Mission and Program Overview

Mission

The mission of the Santa Rosa Historical Society is to preserve the history and historic buildings and places in Santa Rosa County and to share that history through the Museum of Local History and other education and outreach.

To educate and preserve the history of Santa Rosa County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$893,745$863,747▼ $29,998
Savings and Temporary Cash Investments$784,253$525,943▼ $258,310
Land, Buildings, and Equipment, Net$180,083$408,961▲ $228,878
Cash and Non-Interest-Bearing Accounts$2,657$2,111▼ $546
Inventories for Sale or Use$1,115$1,095▼ $20
Pd in Cap Srpls Land Bldg Eqp Fund$463$463→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$968,908$938,910▼ $29,998
Other Assets Total$800$800→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$63,300$63,300→ $0
Other Liabilities$11,400$11,400→ $0
Total Liabilities$74,700$74,700→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$894,208$864,210▼ $29,998
Total Liabilities and Net Assets / Fund Balance$968,908$938,910▼ $29,998

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$302,257$54,686$356,943
Land$106,704-$106,704
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Cassandra SharpPresident
Casey DurrsteinVice President
AJ WalkerDirector
Amelia DavisDirector
Billy SwortDirector
Margaret PittmanDirector
Rachel HiersDirector
Richard BaldwinDirector
Vernon ComptonDirector
Kim MacarthyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,257
Program Service Revenue
$0
Investment Income
$4,094
Other Revenue
$-550
All Other Contributions
$11,717
Change in Net Assets
$-29,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,799
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$28,434-$28,434
Insurance-$3,160-$3,160
Fees for Services Accounting-$700-$700
Depreciation Depletion-$542-$542
Office Expenses-$456-$456
Other Expenses-$61-$61
Total Functional Expenses$0$45,799$0$45,799
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
Finklestein Grant$10,000
Mural Society Grant$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The governing board consists of officers and directors. The officers are elected by the members of the organization. The directors are appointed, based on nominations received, by the governing board.”

Form 990, Part VI, Section B, line 11B

“Form 990 is not provided to the governing board before it is filed and there is no process or plan in place to review the Form 990 before it is filed with the Internal Revenue Service.”

Form 990, Part VI, Section C, line 19

“The organization does not make its governing documents and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Santa Rosa Historical Society Inc
EIN
23-7450000
Phone
8505543906
Address
PO Box 196, Bagdad, FL 32530

Signing Officer

Name
Cassandra Sharp
Title
President
Phone
8505543906
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cassandra Sharp
Formed
1976
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
99

Preparer

Firm
Gregory A Shouppe CPA PA
Address
PO Box 750, Milton, FL 32572-0750
Preparer
Gregory A Shouppe CPA
Phone
8506233437
Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04191
IRS990ScheduleA/InvestmentIncomeCYPct00.01620
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98380
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0254236
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012337
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034534
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092664
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt080717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt033984
IRS990ScheduleA/Total509Grp/TotalAmt0254236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt092674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt080725
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt033988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0258427
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0302257
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054686
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0356943
IRS990ScheduleD/LandGrp/BookValueAmt0106704
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106704
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Mural Society Grant
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Finklestein Grant
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0408961
IRS990ScheduleD/TotalLiabilityAmt011400
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The governing board consists of officers and directors. The officers are elected by the members of the organization. The directors are appointed, based on nominations received, by the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is not provided to the governing board before it is filed and there is no process or plan in place to review the Form 990 before it is filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not make its governing documents and financial statements available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0968908
IRS990/TotalAssetsEOYAmt0938910
IRS990/TotalAssetsGrp/BOYAmt0968908
IRS990/TotalAssetsGrp/EOYAmt0938910
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012257
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt045799
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt074700
IRS990/TotalLiabilitiesEOYAmt074700
IRS990/TotalLiabilitiesGrp/BOYAmt074700
IRS990/TotalLiabilitiesGrp/EOYAmt074700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0894208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0864210
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03484
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015801
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt099
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0968908
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0938910
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 196
IRS990/USAddress/CityNm0Bagdad
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032530
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0santarosahistoricalsociety.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CASSANDRA SHARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08505543906
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Rosa Historical Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0237450000
ReturnHeader/Filer/PhoneNum08505543906
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 196
ReturnHeader/Filer/USAddress/CityNm0Bagdad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871586313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gregory A Shouppe CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0325720750
ReturnHeader/PreparerPersonGrp/PhoneNum08506233437
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gregory A Shouppe CPA
ReturnHeader/ReturnTs02025-05-15T08:33:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

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