Civic Intelligence

Punta Gorda History Center Inc

EIN 45-2020710 • 501(c)3 • Punta Gorda, FL

Profile

To insure that the many private historical archive collections are preserved for further generations and research. To promote and encourage historical research; to acquire by purchase, gift, devise or otherwise, the title to or custody and control of historic records, relics, and other things of historic interest and the preservation of same; to foster and promote public knowledge of and interest in local, state and national history.

PO Box 512557Punta Gorda, FL 33951-2557

www.puntagordahistorycenter.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$241,039

Up $17,914 (+8.0%) from 2023

Liabilities

Down

$827

Down $20,263 (-96%) from 2023

Net Assets

Up

$240,212

Up $38,177 (+19%) from 2023

Revenue

Up

$66,789

Up $25,839 (+63%) from 2023

Expenses

Up

$28,612

Up $866 (+3.1%) from 2023

Net Income

Up

$38,177

Up $24,973 (+189%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $330Liabilities 2011: $02011Assets 2012: $1,430Net Assets 2012: $1,4302012Assets 2013: $1,880Net Assets 2013: $1,8802013Assets 2014: $13,813Net Assets 2014: $13,8132014Assets 2015: $51,931Net Assets 2015: $51,9312015Assets 2016: $131,240Net Assets 2016: $131,2402016Assets 2017: $172,316Net Assets 2017: $172,3162017Assets 2018: $184,715Net Assets 2018: $184,7152018Assets 2019: $189,503Liabilities 2019: $62Net Assets 2019: $189,4412019Assets 2020: $187,562Net Assets 2020: $187,5622020Assets 2021: $188,816Liabilities 2021: $708Net Assets 2021: $188,1082021Assets 2022: $189,439Liabilities 2022: $608Net Assets 2022: $188,8312022Assets 2023: $223,125Liabilities 2023: $21,090Net Assets 2023: $202,0352023Assets 2024: $241,039Liabilities 2024: $827Net Assets 2024: $240,2122024

Highlighted filing

2024

Assets$241,039
Liabilities$827
Net Assets$240,212

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $1,200Expenses 2011: $870Net Income 2011: $3302011Revenue 2012: $1,161Expenses 2012: $61Net Income 2012: $1,1002012Revenue 2013: $511Expenses 2013: $61Net Income 2013: $4502013Revenue 2014: $14,136Expenses 2014: $2,203Net Income 2014: $11,9332014Revenue 2015: $52,929Expenses 2015: $14,811Net Income 2015: $38,1182015Revenue 2016: $109,261Expenses 2016: $29,952Net Income 2016: $79,3092016Revenue 2017: $67,712Expenses 2017: $26,636Net Income 2017: $41,0762017Revenue 2018: $26,890Expenses 2018: $14,491Net Income 2018: $12,3992018Revenue 2019: $26,302Expenses 2019: $21,576Net Income 2019: $4,7262019Revenue 2020: $17,716Expenses 2020: $19,595Net Income 2020: -$1,8792020Revenue 2021: $18,381Expenses 2021: $17,835Net Income 2021: $5462021Revenue 2022: $22,076Expenses 2022: $21,352Net Income 2022: $7242022Revenue 2023: $40,950Expenses 2023: $27,746Net Income 2023: $13,2042023Revenue 2024: $66,789Expenses 2024: $28,612Net Income 2024: $38,1772024

Highlighted filing

2024

Revenue$66,789
Expenses$28,612
Net Income$38,177

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.01$2.40$0.67$0.29$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.21$2.02$0.41$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.89$0.22$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.18$0.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.18$0.20$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.89$0.26$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.27$0.14$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.68$0.27$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.31$1.09$0.30$0.79
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.53$0.15$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.14$0.02$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.01$0.00$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.01$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.0
Gross Receipts
$83,131
Mission and Program Overview

Mission

To insure that the many private historical archive collections are preserved for further generations and research. To promote and encourage historical research; to acquire by purchase, gift, devise or otherwise, the title to or custody and control of historic records, relics, and other things of historic interest and the preservation of same; to foster and promote public knowledge of and interest in local, state and national history.

Program Services

DescriptionGrantsExpenses
TO PROMOTE PUBLIC KNOWLEDGE OF AND INTEREST IN LOCAL, STATE AND NATIONAL HISTORY.-$24,223
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE MURTHAPresident-$0--
EDWARD L WOTITZKYSecretary-$0--
SANKEY E WEBB IIITreasurer-$0--
ROBERT N MCQUEENDirector-$0--
NANCY PRAFKEDirector-$0--
FRANK DESGUINDirector-$0--
LINDA WILSONDirector-$0--
THERESA MURTHADirector-$0--
KATHY NASHVice Preside-$0--
STACY JONESDirector-$0--
DR JOSEPH J MAGGIOREDirector-$0--
DIANNE MUNSONDirector/Ass-$0--
BARNEY DUFFYDirector-$0--
LEE SWIFTDirector-$0--
JULIE PRICEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Founders Day$40,541$40,541$16,342$24,199
Total Events$40,541$40,541$16,342$24,199
Filing and Contact Details

Filer

Filer Name
Punta Gorda History Center Inc
EIN
45-2020710
Phone
9412582080
Address
PO BOX 512557, PUNTA GORDA, FL 33951-2557

Signing Officer

Name
Eugene Murtha
Title
President
Phone
9412582080
Signed
2025-08-27

Preparer

Firm
Mcmillan Whiteman & Associates Pllc
Address
1107 W MARION AVE UNIT 115, PUNTA GORDA, FL 33950
Preparer
Elizabeth a Mcmillan
Phone
9416378884
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising/promotion 175 office expenses 1,343 meetings and conferences 691 insurance 4,200 dues 292 internet 2,435 archiving materials 2,192 repairs and maintenance 508 supplies 885 non-investment depreciation 4,400 total 17,121

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 3,497 1,822 furniture 3,174 3,174 less accumulated depreciation 609 926 computers 1,303 1,303 less accumulated depreciation 656 786 leasehold improvements 153,365 156,353 less accumulated depreciation 25,256 29,208 deposits 1,834 1,500 total 136,652 133,232

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 584 827 deferred revenue 20,506 0

Form 990-ez, Part III

To insure that the many private historical archive collections are preserved for further generations and research. To promote and encourage historical research; to acquire by purchase, gift, devise or otherwise, the title to or custody and control of historic records, relics, and other things of historic interest and the preservation of same; to foster and promote public knowledge of and interest in local, state and national history.

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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/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 3,497 1,822 FURNITURE 3,174 3,174 LESS ACCUMULATED DEPRECIATION 609 926 COMPUTERS 1,303 1,303 LESS ACCUMULATED DEPRECIATION 656 786 LEASEHOLD IMPROVEMENTS 153,365 156,353 LESS ACCUMULATED DEPRECIATION 25,256 29,208 DEPOSITS 1,834 1,500 TOTAL 136,652 133,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 584 827 DEFERRED REVENUE 20,506 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO INSURE THAT THE MANY PRIVATE HISTORICAL ARCHIVE COLLECTIONS ARE PRESERVED FOR FURTHER GENERATIONS AND RESEARCH. TO PROMOTE AND ENCOURAGE HISTORICAL RESEARCH; TO ACQUIRE BY PURCHASE, GIFT, DEVISE OR OTHERWISE, THE TITLE TO OR CUSTODY AND CONTROL OF HISTORIC RECORDS, RELICS, AND OTHER THINGS OF HISTORIC INTEREST AND THE PRESERVATION OF SAME; TO FOSTER AND PROMOTE PUBLIC KNOWLEDGE OF AND INTEREST IN LOCAL, STATE AND NATIONAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033950
ReturnHeader/PreparerPersonGrp/PhoneNum09416378884
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH A MCMILLAN
ReturnHeader/ReturnTs02025-08-27T16:40:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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