Civic Intelligence

Saint Augustine Historical Society Inc

990 • Fiscal year 2021 • EIN 59-0638482

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 25, 2022

Organization Profilewww.oldesthouse.org
271 Charlotte StreetSaint Augustine, FL 32084

(904) 824-2872

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.08x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

79th percentile

36%

Higher net margin than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

48th percentile

8.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

264%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,928,403

Up $476,670 (+8.7%) from 2020

Net Assets

Up

$5,819,922

Up $466,059 (+8.7%) from 2020

Liabilities

Up

$108,481

Up $10,611 (+11%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin79th percentile

Revenue

Up

$1,285,064

Up $931,668 (+264%) from 2020

Expenses

Up

$819,005

Up $216,488 (+36%) from 2020

Net Income

Up

$466,059

Up $715,180 (+287%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $5,219,586Liabilities 2011: $51,411Net Assets 2011: $5,168,1752011Assets 2012: $5,073,447Liabilities 2012: $48,416Net Assets 2012: $5,025,0312012Assets 2013: $5,299,175Liabilities 2013: $52,311Net Assets 2013: $5,246,8642013Assets 2014: $5,132,619Liabilities 2014: $40,247Net Assets 2014: $5,092,3722014Assets 2015: $5,468,653Liabilities 2015: $47,374Net Assets 2015: $5,421,2792015Assets 2016: $5,342,435Liabilities 2016: $29,136Net Assets 2016: $5,313,2992016Assets 2017: $5,452,927Liabilities 2017: $24,457Net Assets 2017: $5,428,4702017Assets 2018: $5,424,879Liabilities 2018: $34,438Net Assets 2018: $5,390,4412018Assets 2019: $5,642,512Liabilities 2019: $39,528Net Assets 2019: $5,602,9842019Assets 2020: $5,451,733Liabilities 2020: $97,870Net Assets 2020: $5,353,8632020Assets 2021: $5,928,403Liabilities 2021: $108,481Net Assets 2021: $5,819,9222021Assets 2022: $5,442,420Liabilities 2022: $47,338Net Assets 2022: $5,395,0822022Assets 2023: $5,234,443Liabilities 2023: $27,843Net Assets 2023: $5,206,6002023Assets 2024: $5,477,751Liabilities 2024: $47,403Net Assets 2024: $5,430,3482024

Highlighted filing

2021

Assets$5,928,403
Liabilities$108,481
Net Assets$5,819,922
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $508,3242011Expenses 2012: $447,8562012Revenue 2013: $680,775Expenses 2013: $458,942Net Income 2013: $221,8332013Revenue 2014: $504,326Expenses 2014: $535,602Net Income 2014: -$31,2762014Revenue 2015: $486,007Expenses 2015: $461,496Net Income 2015: $24,5112015Revenue 2016: $544,341Expenses 2016: $600,409Net Income 2016: -$56,0682016Revenue 2017: $453,337Expenses 2017: $523,727Net Income 2017: -$70,3902017Revenue 2018: $510,681Expenses 2018: $531,343Net Income 2018: -$20,6622018Revenue 2019: $529,712Expenses 2019: $546,287Net Income 2019: -$16,5752019Revenue 2020: $353,396Expenses 2020: $602,517Net Income 2020: -$249,1212020Revenue 2021: $1,285,064Expenses 2021: $819,005Net Income 2021: $466,0592021Revenue 2022: $839,470Expenses 2022: $763,113Net Income 2022: $76,3572022Revenue 2023: $537,037Expenses 2023: $830,658Net Income 2023: -$293,6212023Revenue 2024: $735,401Expenses 2024: $783,906Net Income 2024: -$48,5052024

Highlighted filing

2021

Revenue$1,285,064
Expenses$819,005
Net Income$466,059
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 25, 2022
Return Version
2020v4.0
Gross Receipts
$1,285,063
Mission and Program Overview

Mission

To preserve and educate the public about the history of st augustine

To preserve and educate the public about the history of St. Augustine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,854,295$4,614,234▲ $759,939
Land, Buildings, and Equipment, Net$281,350$255,244▼ $26,106
Savings and Temporary Cash Investments$363,182$130,527▼ $232,655
Inventories for Sale or Use$18,184$19,112▲ $928
Pledges and Grants Receivable$42,512$18,000▼ $24,512
Accounts Receivable$8,581$7,657▼ $924
Cash and Non-Interest-Bearing Accounts$644$644→ $0
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,451,733$5,928,403▲ $476,670
Other Assets Total$882,985$882,985→ $0
Liabilities
Other Liabilities$73,563$88,602▲ $15,039
Deferred Revenue$15,854$14,460▼ $1,394
Accounts Payable and Accrued Expenses$8,453$5,419▼ $3,034
Total Liabilities$97,870$108,481▲ $10,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,968,662$5,401,041▲ $432,379
Net Assets With Donor Restrictions$385,201$418,881▲ $33,680
Total Net Assets Fund Balance$5,353,863$5,819,922▲ $466,059
Total Liabilities and Net Assets / Fund Balance$5,451,733$5,928,403▲ $476,670

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$235,945$207,085-
Equipment$19,299$262,211-
Other Assets Org$882,985--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Magen WilsonExecutive Director
Elaine FraserTrustee
James CusickTrustee
Martha MicklerTrustee
Paul Weaver IITrustee
Shelley Hartley DesvousgesTrustee
Tim JohnsonTrustee
Wesley KingTrustee
John VersaggiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,706
Program Service Revenue
$122,919
Investment Income
$797,052
Other Revenue
$200,387
All Other Contributions
$17,029
Change in Net Assets
$466,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$425,701
Salaries, Compensation, and Employee Benefits$393,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$285,532--$285,532
Current Officers, Directors, Trustees, and Key Employees-$71,444-$71,444
Payroll Taxes$29,062$7,266-$36,328
Office Expenses-$28,971-$28,971
Depreciation Depletion$26,106--$26,106
All Other Expenses$15,581$9,522-$25,103
Fees for Service Investment Mgmnt Fees-$23,615-$23,615
Other Expenses$23,270--$23,270
Insurance$21,063--$21,063
Fees for Services Accounting-$19,233-$19,233
Advertising$13,415--$13,415
Travel-$823-$823
Total Functional Expenses$658,131$160,874$0$819,005
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP loan$68,677
Payroll liabilities$19,924
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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, Part VI, Line 11B: Form 990 Review Process

“Organization's process to review form 990 - A copy of the return is provided for board review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Enforcement of conflicts policy - Annually the board of directors reaffirms and signs conflicts of interest documents.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation process for top official - The board of directors annually reviews and approves the executive director's salary.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents disclosure explanation - Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Saint Augustine Historical Society Inc
EIN
59-0638482
Phone
9048242872
Address
271 Charlotte Street, Saint Augustine, FL 32084

Signing Officer

Name
Magen Wilson
Title
Executive Director
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Magen Wilson
Formed
1960
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
31

Preparer

Firm
Neville Wainio Cpas Pllc
Address
5 ARREDONDO AVE, SAINT AUGUSTINE, FL 32080
Preparer
Todd Neville
Phone
9045860048
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Museum Collections”

Part X : FIN48 Footnote

“Part III, Line 4 - Collections and Relation to Exempt Purpose - The collections consist of items with historic and cultural significance for St. Augustine and surrounding areas; and are preserved and maintained for the public to view. Part V, Line 4 - Intended Uses for Endowment Funds - Endowment funds is maintained for the upkeep of the historic library in St. Augustine.”

Raw XML AppendixShowing 400 of 470 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08453
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05419
IRS990/AccountsReceivableGrp/BOYAmt08581
IRS990/AccountsReceivableGrp/EOYAmt07657
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To preserve and educate the public about the history of St. Augustine.
IRS990/AdvertisingGrp/ProgramServicesAmt013415
IRS990/AdvertisingGrp/TotalAmt013415
IRS990/AllOtherContributionsAmt017029
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09522
IRS990/AllOtherExpensesGrp/ProgramServicesAmt015581
IRS990/AllOtherExpensesGrp/TotalAmt025103
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Magen Wilson
IRS990/BooksInCareOfDetail/PhoneNum09048242872
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0271 Charlotte Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Saint Augustine
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032084
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0644
IRS990/CashNonInterestBearingGrp/EOYAmt0644
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt071444
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071444
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt0-1
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0164706
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0797052
IRS990/CYOtherExpensesAmt0425701
IRS990/CYOtherRevenueAmt0200387
IRS990/CYProgramServiceRevenueAmt0122919
IRS990/CYRevenuesLessExpensesAmt0466059
IRS990/CYSalariesCompEmpBnftPaidAmt0393304
IRS990/CYTotalExpensesAmt0819005
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01285064
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt015854
IRS990/DeferredRevenueGrp/EOYAmt014460
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt026106
IRS990/DepreciationDepletionGrp/TotalAmt026106
IRS990/Desc0Provide historical preservation, conservation, and public education about the history of St. Augustine.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0385201
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0418881
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0658131
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019233
IRS990/FeesForServicesAccountingGrp/TotalAmt019233
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023615
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023615
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Magen Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm1Tim Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm2Martha Mickler
IRS990/Form990PartVIISectionAGrp/PersonNm3James Cusick
IRS990/Form990PartVIISectionAGrp/PersonNm4John Versaggi
IRS990/Form990PartVIISectionAGrp/PersonNm5Elaine Fraser
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul Weaver II
IRS990/Form990PartVIISectionAGrp/PersonNm7Wesley King
IRS990/Form990PartVIISectionAGrp/PersonNm8Shelley Hartley Desvousges
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0120764
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01285063
IRS990/GrossRentsGrp/RealAmt069735
IRS990/GrossSalesOfInventoryAmt035188
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt021063
IRS990/InsuranceGrp/TotalAmt021063
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt018184
IRS990/InventoriesForSaleOrUseGrp/EOYAmt019112
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0797052
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0797052
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03854295
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04614234
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0469296
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0281350
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0255244
IRS990/LandBldgEquipCostOrOtherBssAmt0724540
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt026913
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To preserve and educate the public about the history of St. Augustine.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05353863
IRS990/NetAssetsOrFundBalancesEOYAmt05819922
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt035189
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt035189
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt069735
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt069735
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04968662
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05401041
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028971
IRS990/OfficeExpensesGrp/TotalAmt028971
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0882985
IRS990/OtherAssetsTotalGrp/EOYAmt0882985
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Repairs and maintenance
IRS990/OtherExpensesGrp/Desc1Exhibits and events
IRS990/OtherExpensesGrp/Desc2Contracted services
IRS990/OtherExpensesGrp/Desc3Museum Store
IRS990/OtherExpensesGrp/ProgramServicesAmt0123347
IRS990/OtherExpensesGrp/ProgramServicesAmt177322
IRS990/OtherExpensesGrp/ProgramServicesAmt243433
IRS990/OtherExpensesGrp/ProgramServicesAmt323270
IRS990/OtherExpensesGrp/TotalAmt0123347
IRS990/OtherExpensesGrp/TotalAmt177322
IRS990/OtherExpensesGrp/TotalAmt243433
IRS990/OtherExpensesGrp/TotalAmt323270
IRS990/OtherLiabilitiesGrp/BOYAmt073563
IRS990/OtherLiabilitiesGrp/EOYAmt088602
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Other income-PPP loan forgiveness
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026786
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168677
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026786
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168677
IRS990/OtherRevenueTotalAmt095463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0285532
IRS990/OtherSalariesAndWagesGrp/TotalAmt0285532
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07266
IRS990/PayrollTaxesGrp/ProgramServicesAmt029062
IRS990/PayrollTaxesGrp/TotalAmt036328
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt042512
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt018000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Magen Wilson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Admissions
IRS990/ProgramServiceRevenueGrp/Desc1Wedding Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt097617
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125302
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt097617
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125302
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101525
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021529
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0210130
IRS990/PYOtherRevenueAmt0101677
IRS990/PYProgramServiceRevenueAmt0126272
IRS990/PYRevenuesLessExpensesAmt0-240902
IRS990/PYSalariesCompEmpBnftPaidAmt0381775
IRS990/PYTotalExpensesAmt0591905
IRS990/PYTotalRevenueAmt0351003
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0466059
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt069735
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0363182
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0130527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0137793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt083936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078476
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0441870
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0170808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0221063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0190686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0153714
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0757800
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36830
IRS990ScheduleA/PublicSupportPY170Pct00.36270
IRS990ScheduleA/PublicSupportTotal170Amt0441870
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0137793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083936
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt063975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078476
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0441870
IRS990ScheduleA/TotalSupportAmt01199670
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0235945
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0207085
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0443030
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt019299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0262211
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0281510
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0882985
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Museum collections
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019924
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt168677
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP loan
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Museum Collections
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Part III, Line 4 - Collections and Relation to Exempt Purpose - The collections consist of items with historic and cultural significance for St. Augustine and surrounding areas; and are preserved and maintained for the public to view. Part V, Line 4 - Intended Uses for Endowment Funds - Endowment funds is maintained for the upkeep of the historic library in St. Augustine.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0255244
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0882985
IRS990ScheduleD/TotalLiabilityAmt088602
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Organization's process to review form 990 - A copy of the return is provided for board review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Enforcement of conflicts policy - Annually the board of directors reaffirms and signs conflicts of interest documents.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation process for top official - The board of directors annually reviews and approves the executive director's salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents disclosure explanation - Governing documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,928,403
Liabilities
$108,481
Net assets
$5,819,922
Revenue
$1,285,064
Expenses
$819,005
Net income
$466,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.48$0.05$5.43$0.74$0.78$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.03$5.21$0.54$0.83$0.29
2022Detailed filing. Detailed filing data is available for this year.$5.44$0.05$5.40$0.84$0.76$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.11$5.82$1.29$0.82$0.47
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.10$5.35$0.35$0.60$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.64$0.04$5.60$0.53$0.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.03$5.39$0.51$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.02$5.43$0.45$0.52$0.07
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.03$5.31$0.54$0.60$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.05$5.42$0.49$0.46$0.02
2014Summary only. Only limited summary data is available for this year.$5.13$0.04$5.09$0.50$0.54$0.03
2013Summary only. Only limited summary data is available for this year.$5.30$0.05$5.25$0.68$0.46$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.05$5.03$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.05$5.17$0.51