Civic Intelligence

Hernando Desoto Historical Society

EIN 59-0649981 • 501(c)4 • Bradenton, FL

Profile

Production of community festival in connection with the staging and reenactment of historical events

PO Box 1663Bradenton, FL 34206

www.desotohq.com

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.68x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.13x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Net Margin

43rd percentile

2.7%

Higher net margin than 43% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

501(c)4 • $500k-$1M nonprofits • Source year 2025

Asset Growth

89th percentile

37%

Faster asset growth than 89% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

29%

Faster revenue growth than 76% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$181,326

Up $63,262 (+54%) from 2023

Liabilities

Up

$123,263

Up $20,635 (+20%) from 2023

Net Assets

Up

$58,063

Up $42,627 (+276%) from 2023

Revenue

Up

$953,746

Up $218,417 (+30%) from 2023

Expenses

Up

$928,319

Up $259,154 (+39%) from 2023

Net Income

Down

$25,427

Down $40,737 (-62%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2011: $77,623Liabilities 2011: $17,794Net Assets 2011: $59,8292011Assets 2012: $109,143Liabilities 2012: $24,615Net Assets 2012: $84,5282012Assets 2013: $94,353Liabilities 2013: $9,292Net Assets 2013: $85,0612013Assets 2014: $78,940Liabilities 2014: $7,748Net Assets 2014: $71,1922014Assets 2015: $46,021Liabilities 2015: $1,331Net Assets 2015: $44,6902015Assets 2016: $40,723Liabilities 2016: $131,941Net Assets 2016: -$91,2182016Assets 2017: $28,766Liabilities 2017: $130,638Net Assets 2017: -$101,8722017Assets 2018: $3,992Liabilities 2018: $119,415Net Assets 2018: -$115,4232018Assets 2020: $3,498Liabilities 2020: $222,976Net Assets 2020: -$219,4782020Assets 2021: $44,711Liabilities 2021: $212,669Net Assets 2021: -$167,9582021Assets 2022: $45,038Liabilities 2022: $157,729Net Assets 2022: -$112,6912022Assets 2023: $118,064Liabilities 2023: $102,628Net Assets 2023: $15,4362023Assets 2025: $181,326Liabilities 2025: $123,263Net Assets 2025: $58,0632025

Highlighted filing

2025

Assets$181,326
Liabilities$123,263
Net Assets$58,063

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $307,092Expenses 2011: $313,954Net Income 2011: -$6,8622011Expenses 2012: $414,4902012Expenses 2013: $436,7752013Revenue 2014: $458,853Expenses 2014: $472,722Net Income 2014: -$13,8692014Revenue 2015: $540,045Expenses 2015: $566,547Net Income 2015: -$26,5022015Revenue 2016: $382,920Expenses 2016: $518,828Net Income 2016: -$135,9082016Revenue 2017: $475,016Expenses 2017: $485,670Net Income 2017: -$10,6542017Revenue 2018: $430,852Expenses 2018: $444,403Net Income 2018: -$13,5512018Revenue 2020: $139,789Expenses 2020: $256,118Net Income 2020: -$116,3292020Revenue 2021: $380,594Expenses 2021: $329,074Net Income 2021: $51,5202021Revenue 2022: $640,207Expenses 2022: $584,154Net Income 2022: $56,0532022Revenue 2023: $735,329Expenses 2023: $669,165Net Income 2023: $66,1642023Revenue 2025: $953,746Expenses 2025: $928,319Net Income 2025: $25,4272025

Highlighted filing

2025

Revenue$953,746
Expenses$928,319
Net Income$25,427

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.23$0.58$9.54$9.28$0.25
2023Summary only. Only limited summary data is available for this year.$1.18$1.03$0.15$7.35$6.69$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$1.58$1.13$6.40$5.84$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$2.13$1.68$3.81$3.29$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$2.23$2.19$1.40$2.56$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$1.19$1.15$4.31$4.44$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$1.31$1.02$4.75$4.86$0.11
2016Summary only. Only limited summary data is available for this year.$0.41$1.32$0.91$3.83$5.19$1.36
2015Summary only. Only limited summary data is available for this year.$0.46$0.01$0.45$5.40$5.67$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.08$0.71$4.59$4.73$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.09$0.85$4.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.25$0.85$4.14
2011Summary only. Only limited summary data is available for this year.$0.78$0.18$0.60$3.07$3.14$0.07
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.0
Gross Receipts
$380,594
Mission and Program Overview

Mission

Production of community festival in connection with the staging and reenactment of historical events

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$41,443-
Inventories for Sale or Use$3,498$3,268▼ $230
Rtn Earn Endowment Incm Other Fnds$-219,478$-167,958▲ $51,520
Total Assets$3,498$44,711▲ $41,213
Liabilities
Other Liabilities$222,976$212,669▼ $10,307
Total Liabilities$222,976$212,669▼ $10,307
Net Assets / Fund Balance
Total Net Assets Fund Balance$-219,478$-167,958▲ $51,520
Total Liabilities and Net Assets / Fund Balance$3,498$44,711▲ $41,213
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lynn HornePresident
Sid JonesPresident -
Curt MahoneyHernando
Dennis RomanoSecretary
Cory WillisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,405
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$281,189
All Other Contributions
$30,000
Change in Net Assets
$51,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$289,569
Salaries, Compensation, and Employee Benefits$39,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,571$18,572-$37,143
Occupancy$11,282$7,392-$18,674
Insurance$13,048--$13,048
Advertising$11,701--$11,701
Other Expenses$7,162--$7,162
Office Expenses$5,002$1,050-$6,052
Fees for Services Other$2,725--$2,725
Payroll Taxes$1,181$1,181-$2,362
Interest$1,618$539-$2,157
Fees for Services Accounting-$800-$800
Total Functional Expenses$299,540$29,534$0$329,074
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Chf$207,904
Credit Card Payable$3,572
Payroll Taxes Payable$1,193
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 11B

The organization provides a copy of the annual form 990 to its president and board for review and signature prior to filing with the irs

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

Any incidents in violation of the conflict of interest policy are discussed and addressed at monthly board meetings.

Form 990, Page 6, Part VI, Line 19

Governing documents and form 990 filings are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Hernando Desoto Historical Society
EIN
59-0649981
Phone
9417471998
Address
PO BOX 1663, BRADENTON, FL 34206

Signing Officer

Name
Sid Jones
Title
President - Elect
Phone
9417471998
Signed
2022-05-03

Organization Details

Principal Officer
Curt Mahoney
Formed
1938
Legal Domicile
Fl
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
140

Preparer

Firm
Gardner & Thomas LLC
Address
3431 MAGIC OAK LANE, SARASOTA, FL 34232
Preparer
Ronald J Hernden CPA
Phone
9412293431
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

The hernando desoto historical society, inc. Is a not-for-profit, community organization of 156 conquistadors (active volunteer members) who celebrate the historical significance of spanish explorer hernando desoto's landing near the mouth of the manatee river in may 1539. With his 600 conquistadors, desoto claimed possession of la florida on behalf of the spanish crown and then began his lengthy exploration of what is now the southeastern united states. Along with its membership, which includes many civic, governmental and business leaders, the society serves in a variety of community-oriented roles. The society produces one of the largest entertainment events in manatee county on an annual basis including a seafood festival, homemade boating race, half-marathon, a musical and fashion show, a formal-dress ball including daytime and evening parades. The society supports various local charities including lighthouse of manasota, adopt-a-family, toys for tots, keep manatee beautiful, the boys and girls clubs of manatee county and others. The society provides public education on florida's spanish heritage through crewe visits to local schools and retirement homes. The society financially supports a sister organization, the counquistador historical foundation, which donates to other community charities, provides educational programs, funds scholarships and maintains a historical museum in downtown bradenton. The society's premier series of events, collectively called the desoto heritage festival, receives considerable media attention, as do the various event sponsors. Our dues paying members donate countless hours of their time preparing for the festival; simply because of their love for the community. The society is entering its 80th year of producing the desoto heritage festival.

Raw XML Appendix300 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
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IRS990/Desc0THE HERNANDO DESOTO HISTORICAL SOCIETY, INC. IS A NOT-FOR-PROFIT, COMMUNITY ORGANIZATION OF 156 CONQUISTADORS (ACTIVE VOLUNTEER MEMBERS) WHO CELEBRATE THE HISTORICAL SIGNIFICANCE OF SPANISH EXPLORER HERNANDO DESOTO'S LANDING NEAR THE MOUTH OF THE MANATEE RIVER IN MAY 1539. WITH HIS 600 CONQUISTADORS, DESOTO CLAIMED POSSESSION OF LA FLORIDA ON BEHALF OF THE SPANISH CROWN AND THEN BEGAN HIS LENGTHY EXPLORATION OF WHAT IS NOW THE SOUTHEASTERN UNITED STATES. ALONG WITH ITS MEMBERSHIP, WHICH INCLUDES MANY CIVIC, GOVERNMENTAL AND BUSINESS LEADERS, THE SOCIETY SERVES IN A VARIETY OF COMMUNITY-ORIENTED ROLES. THE SOCIETY PRODUCES ONE OF THE LARGEST ENTERTAINMENT EVENTS IN MANATEE COUNTY ON AN ANNUAL BASIS INCLUDING A SEAFOOD FESTIVAL, HOMEMADE BOATING RACE, HALF-MARATHON, A MUSICAL AND FASHION SHOW, A FORMAL-DRESS BALL INCLUDING DAYTIME AND EVENING PARADES. THE SOCIETY SUPPORTS VARIOUS LOCAL CHARITIES INCLUDING LIGHTHOUSE OF MANASOTA, ADOPT-A-FAMILY, TOYS FOR TOTS, KEEP MANATEE BEAUTIFUL, THE BOYS AND GIRLS CLUBS OF MANATEE COUNTY AND OTHERS. THE SOCIETY PROVIDES PUBLIC EDUCATION ON FLORIDA'S SPANISH HERITAGE THROUGH CREWE VISITS TO LOCAL SCHOOLS AND RETIREMENT HOMES. THE SOCIETY FINANCIALLY SUPPORTS A SISTER ORGANIZATION, THE COUNQUISTADOR HISTORICAL FOUNDATION, WHICH DONATES TO OTHER COMMUNITY CHARITIES, PROVIDES EDUCATIONAL PROGRAMS, FUNDS SCHOLARSHIPS AND MAINTAINS A HISTORICAL MUSEUM IN DOWNTOWN BRADENTON. THE SOCIETY'S PREMIER SERIES OF EVENTS, COLLECTIVELY CALLED THE DESOTO HERITAGE FESTIVAL, RECEIVES CONSIDERABLE MEDIA ATTENTION, AS DO THE VARIOUS EVENT SPONSORS. OUR DUES PAYING MEMBERS DONATE COUNTLESS HOURS OF THEIR TIME PREPARING FOR THE FESTIVAL; SIMPLY BECAUSE OF THEIR LOVE FOR THE COMMUNITY. THE SOCIETY IS ENTERING ITS 80TH YEAR OF PRODUCING THE DESOTO HERITAGE FESTIVAL.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO CHF
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0212669
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE HERNANDO DESOTO HISTORICAL SOCIETY, INC. IS A NOT-FOR-PROFIT, COMMUNITY ORGANIZATION OF 156 CONQUISTADORS (ACTIVE VOLUNTEER MEMBERS) WHO CELEBRATE THE HISTORICAL SIGNIFICANCE OF SPANISH EXPLORER HERNANDO DESOTO'S LANDING NEAR THE MOUTH OF THE MANATEE RIVER IN MAY 1539. WITH HIS 600 CONQUISTADORS, DESOTO CLAIMED POSSESSION OF LA FLORIDA ON BEHALF OF THE SPANISH CROWN AND THEN BEGAN HIS LENGTHY EXPLORATION OF WHAT IS NOW THE SOUTHEASTERN UNITED STATES. ALONG WITH ITS MEMBERSHIP, WHICH INCLUDES MANY CIVIC, GOVERNMENTAL AND BUSINESS LEADERS, THE SOCIETY SERVES IN A VARIETY OF COMMUNITY-ORIENTED ROLES. THE SOCIETY PRODUCES ONE OF THE LARGEST ENTERTAINMENT EVENTS IN MANATEE COUNTY ON AN ANNUAL BASIS INCLUDING A SEAFOOD FESTIVAL, HOMEMADE BOATING RACE, HALF-MARATHON, A MUSICAL AND FASHION SHOW, A FORMAL-DRESS BALL INCLUDING DAYTIME AND EVENING PARADES. THE SOCIETY SUPPORTS VARIOUS LOCAL CHARITIES INCLUDING LIGHTHOUSE OF MANASOTA, ADOPT-A-FAMILY, TOYS FOR TOTS, KEEP MANATEE BEAUTIFUL, THE BOYS AND GIRLS CLUBS OF MANATEE COUNTY AND OTHERS. THE SOCIETY PROVIDES PUBLIC EDUCATION ON FLORIDA'S SPANISH HERITAGE THROUGH CREWE VISITS TO LOCAL SCHOOLS AND RETIREMENT HOMES. THE SOCIETY FINANCIALLY SUPPORTS A SISTER ORGANIZATION, THE COUNQUISTADOR HISTORICAL FOUNDATION, WHICH DONATES TO OTHER COMMUNITY CHARITIES, PROVIDES EDUCATIONAL PROGRAMS, FUNDS SCHOLARSHIPS AND MAINTAINS A HISTORICAL MUSEUM IN DOWNTOWN BRADENTON. THE SOCIETY'S PREMIER SERIES OF EVENTS, COLLECTIVELY CALLED THE DESOTO HERITAGE FESTIVAL, RECEIVES CONSIDERABLE MEDIA ATTENTION, AS DO THE VARIOUS EVENT SPONSORS. OUR DUES PAYING MEMBERS DONATE COUNTLESS HOURS OF THEIR TIME PREPARING FOR THE FESTIVAL; SIMPLY BECAUSE OF THEIR LOVE FOR THE COMMUNITY. THE SOCIETY IS ENTERING ITS 80TH YEAR OF PRODUCING THE DESOTO HERITAGE FESTIVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION PROVIDES A COPY OF THE ANNUAL FORM 990 TO ITS PRESIDENT AND BOARD FOR REVIEW AND SIGNATURE PRIOR TO FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY INCIDENTS IN VIOLATION OF THE CONFLICT OF INTEREST POLICY ARE DISCUSSED AND ADDRESSED AT MONTHLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FORM 990 FILINGS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299540
IRS990/TotalFunctionalExpensesGrp/TotalAmt0329074
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0212669
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IRS990/TotalLiabilitiesGrp/EOYAmt0212669
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-219478
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-167958
IRS990/TotalProgramServiceExpensesAmt0299540
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0281189
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0380594
IRS990/TotalVolunteersCnt0140
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044711
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.DESOTOHQ.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SID JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT - ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum09417471998
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERNANDO DESOTO HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0590649981
ReturnHeader/Filer/PhoneNum09417471998
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1663
ReturnHeader/Filer/USAddress/CityNm0BRADENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831602503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARDNER & THOMAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03431 MAGIC OAK LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034232
ReturnHeader/PreparerPersonGrp/PhoneNum09412293431
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J HERNDEN CPA
ReturnHeader/ReturnTs02022-05-13T08:00:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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