Civic Intelligence

Fort Lauderdale Historical Society Inc

EIN 59-0993499 • 501(c)3 • Fort Lauderdale, FL

View Organization Page

Profile

The fort lauderdale historical society's primary mission is to bring the history of greater fort lauderdale to life, and preserve it for the enrichment of present and future generations.

219 SW 2nd AvenueFort Lauderdale, FL 33301-1825

www.fortlauderdalehistorycenter.org

Siviq Scores

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

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

68th percentile

$102,500

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

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

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,924,590

Up $41,945 (+2.2%) from 2023

Liabilities

Down

$48,853

Down $40,626 (-45%) from 2023

Net Assets

Up

$1,875,737

Up $82,571 (+4.6%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin33rd percentile

Revenue

Down

$802,610

Down $107,557 (-12%) from 2023

Expenses

Down

$823,658

Down $41,811 (-4.8%) from 2023

Net Income

Down

-$21,048

Down $65,746 (-147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,395,777Liabilities 2010: $469,983Net Assets 2010: $1,925,7942010Assets 2011: $2,254,737Liabilities 2011: $65,408Net Assets 2011: $2,189,3292011Assets 2012: $2,329,981Liabilities 2012: $155,708Net Assets 2012: $2,174,2732012Assets 2013: $2,224,186Liabilities 2013: $74,411Net Assets 2013: $2,149,7752013Assets 2014: $2,139,845Liabilities 2014: $182,013Net Assets 2014: $1,957,8322014Assets 2015: $2,240,523Liabilities 2015: $97,620Net Assets 2015: $2,142,9032015Assets 2016: $2,113,686Liabilities 2016: $101,828Net Assets 2016: $2,011,8582016Assets 2017: $2,026,002Liabilities 2017: $103,009Net Assets 2017: $1,922,9932017Assets 2018: $2,083,620Liabilities 2018: $112,000Net Assets 2018: $1,971,6202018Assets 2019: $1,949,539Liabilities 2019: $108,813Net Assets 2019: $1,840,7262019Assets 2020: $1,935,488Liabilities 2020: $171,832Net Assets 2020: $1,763,6562020Assets 2021: $1,981,617Liabilities 2021: $164,676Net Assets 2021: $1,816,9412021Assets 2022: $1,828,450Liabilities 2022: $138,298Net Assets 2022: $1,690,1522022Assets 2023: $1,882,645Liabilities 2023: $89,479Net Assets 2023: $1,793,1662023Assets 2024: $1,924,590Liabilities 2024: $48,853Net Assets 2024: $1,875,7372024

Highlighted filing

2024

Assets$1,924,590
Liabilities$48,853
Net Assets$1,875,737
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $480,9862010Revenue 2011: $856,901Expenses 2011: $539,130Net Income 2011: $317,7712011Revenue 2012: $471,019Expenses 2012: $546,977Net Income 2012: -$75,9582012Expenses 2013: $611,7232013Revenue 2014: $546,800Expenses 2014: $759,356Net Income 2014: -$212,5562014Revenue 2015: $570,903Expenses 2015: $493,445Net Income 2015: $77,4582015Revenue 2016: $440,712Expenses 2016: $569,380Net Income 2016: -$128,6682016Revenue 2017: $436,440Expenses 2017: $558,056Net Income 2017: -$121,6162017Revenue 2018: $677,224Expenses 2018: $625,747Net Income 2018: $51,4772018Revenue 2019: $511,120Expenses 2019: $637,502Net Income 2019: -$126,3822019Revenue 2020: $474,537Expenses 2020: $578,847Net Income 2020: -$104,3102020Revenue 2021: $533,896Expenses 2021: $570,098Net Income 2021: -$36,2022021Revenue 2022: $771,471Expenses 2022: $898,250Net Income 2022: -$126,7792022Revenue 2023: $910,167Expenses 2023: $865,469Net Income 2023: $44,6982023Revenue 2024: $802,610Expenses 2024: $823,658Net Income 2024: -$21,0482024

Highlighted filing

2024

Revenue$802,610
Expenses$823,658
Net Income-$21,048
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,924,590
Liabilities
$48,853
Net assets
$1,875,737
Revenue
$802,610
Expenses
$823,658
Net income
-$21,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.05$1.88$0.80$0.82$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.09$1.79$0.91$0.87$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.14$1.69$0.77$0.90$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.16$1.82$0.53$0.57$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.17$1.76$0.47$0.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.11$1.84$0.51$0.64$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.11$1.97$0.68$0.63$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.03$0.10$1.92$0.44$0.56$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.10$2.01$0.44$0.57$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.10$2.14$0.57$0.49$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.18$1.96$0.55$0.76$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.07$2.15$0.61
2012Summary only. Only limited summary data is available for this year.$2.33$0.16$2.17$0.47$0.55$0.08
2011Summary only. Only limited summary data is available for this year.$2.25$0.07$2.19$0.86$0.54$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.47$1.93$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,234,952
Mission and Program Overview

Mission

The fort lauderdale historical society's primary mission is to bring the history of greater fort lauderdale to life, and preserve it for the enrichment of present and future generations.

Preserving the history of fort lauderdale, florida for the enrichment of present and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$709,427$837,175▲ $127,748
Land, Buildings, and Equipment, Net$786,737$733,823▼ $52,914
Cash and Non-Interest-Bearing Accounts$201,086$130,297▼ $70,789
Pledges and Grants Receivable$42,495$87,250▲ $44,755
Savings and Temporary Cash Investments$112,519$12,901▼ $99,618
Prepaid Expenses and Deferred Charges$19,718$11,355▼ $8,363
Inventories for Sale or Use$4,734$5,930▲ $1,196
Accounts Receivable$5,929$150▼ $5,779
Total Assets$1,882,645$1,924,590▲ $41,945
Other Assets Total$0$105,709▲ $105,709
Liabilities
Deferred Revenue$73,998$24,998▼ $49,000
Accounts Payable and Accrued Expenses$15,481$15,288▼ $193
Other Liabilities$0$8,567▲ $8,567
Total Liabilities$89,479$48,853▼ $40,626
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,083,739$1,038,561▼ $45,178
Net Assets With Donor Restrictions$709,427$837,176▲ $127,749
Total Net Assets Fund Balance$1,793,166$1,875,737▲ $82,571
Total Liabilities and Net Assets / Fund Balance$1,882,645$1,924,590▲ $41,945

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$721,013$1,145,330$1,866,343
Equipment$12,810$168,328$181,138
Other Assets Org$105,709--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$709,427-▲ $127,748-$837,176
2022$647,219-▲ $62,208-$709,427
2021$759,861-▼ $112,642-$647,219
2020$664,343-▲ $95,518-$759,861
2019$619,869-▲ $44,474-$664,343
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia ZeilerCEO/executive DirectorFT$98,000$4,500$102,500

Board Members and Trustees

NameTitle
Patrick ScottImmediate Past President
Erin Farrington FinlenPresident
Art BengocheaVice President
Katherine LochrieVice President
Abby LaughlinDirector
Ann DenisonDirector
Audrey RingDirector
Ben SorensenDirector
Carol HendersonDirector
Christine VergariDirector
Gloria WetheringtonDirector
Gordon WarehamDirector
Greg BrewtonDirector
Matt SaccoDirector
Mike CapovaniDirector
Patience CohnDirector
Patricia Glasco WestDirector
Patricia RathburnDirector
Robert GoldenDirector
Zachary BazaraSecretary
Melinda BowkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$614,102
Program Service Revenue
$61,049
Investment Income
$32,872
Other Revenue
$94,587
All Other Contributions
$334,571
Change in Net Assets
$-21,048

Audited Revenue Reconciliation

Revenue per Audited Statements
$802,610
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$624,644
Total Revenue per Audited Statements
$1,427,254
Total Revenue per Form 990
$802,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$495,223
Other Expenses$328,435
Total Fundraising Expense$84,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$322,655$19,872$28,426$370,953
Current Officers, Directors, Trustees, and Key Employees$58,475$9,842$29,683$98,000
Advertising$58,603--$58,603
Fees for Services Other$1,845$46,492$6,000$54,337
Depreciation Depletion$48,665$2,829-$51,494
Occupancy$37,562$1,092$1,092$39,746
Other Expenses$24,296$705$706$25,707
Payroll Taxes$11,406$1,920$5,789$19,115
Information Technology$13,197$384$384$13,965
Insurance$11,623$338$337$12,298
All Other Expenses$104$6,017$5,785$11,906
Pension Plan Contributions$4,269$719$2,167$7,155
Office Expenses--$3,722$3,722
Total Functional Expenses$649,357$90,210$84,091$823,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,344,683
Expenses per Audited Statements$823,658
Total Expenses per Form 990$823,658
Expenses Not Reported on Form 990$521,025
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,119
Fundraising Direct Expenses$84,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
History Makers Event$99,661$99,661$78,919$20,742
Women Trailblazers$19,985$19,985$2,550$17,435
Total Events$141,119$141,119$84,289$56,830
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$8,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The members of the organization are entitled to vote and elect the individuals nominated by the board of trustees to serve on the board of trustees. A separate vote may be held for each individual nominated or the members may approve a slate of nominated trustees.”

Form 990, Part VI, Section A, Line 7B

“The organization's members are entitled to vote on the following matters: (a) ratification of amendments to the organization's bylaws made by the board of trustees since the last meeting of the members (b) approval of amendments to the organization's articles of incorporation.”

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

“Form 990 is reviewed by the finance committee of the board of trustees and then presented to the full board of trustees by the treasurer for approval.”

Form 990, Part VI, Section B, Line 12C

“The fort lauderdale historical society requires the members of the board to annually complete a statement of ethics and commitment and a trustee confidentiality policy acknowledgement.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the executive director and other key personnel involves conducting a thorough review of comparable compensation for similar industry positions using available compensation data. Additionally, consideration is given to local market factors and the experience of the candidate. The decisions regarding compensation determinations are substantiated in the minutes of the board of trustees, its committees and budget materials.”

Form 990, Part VI, Section C, Line 19

“Documents are provided for public inspection upon request and on www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Fort Lauderdale Historical Society Inc
EIN
59-0993499
Phone
9544634431
Address
219 SW 2ND AVENUE, FORT LAUDERDALE, FL 33301-1825

Signing Officer

Name
Melinda Bowker
Title
Treasurer
Phone
9544634431
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melinda Bowker
Formed
1962
Legal Domicile
Fl
Voting Board Members
21
Independent Board Members
21
Employees
8
Volunteers
226

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
6550 N FEDERAL HIGHWAY 4TH FLOOR, FT LAUDERDALE, FL 33308
Preparer
Tyler Johnson
Phone
9547710896
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“Donated artifacts for exhibits are not recorded, as permitted under sfas 116 (asc958), due to the uncertainty about the existence of value. Costs incurred to prepare and maintain exhibits are treated as expenses of the period in which they are incurred.”

PART III, LINE 4:

“The organization's collections consist of: a non-circulating library, artifacts (furnishings and clothing to agricultural implements; some of the most treasured items are the seminole artifacts and world war ii uniforms and insignia), database (permit records for all architect-designed projects in the city from 1937 to 1954), manuscripts (stranahan, burghard and dr. James glenn), wesley stout index, scrapbooks, newspaper collections, oral histories (interviews of local residents, many of which have been transcribed, documents a variety of activities and events including world war ii, the hurricane of 1926, and judaism in fort lauderdale), and audiovisual (small collection of historic films and videos relating to the history of broward county). The fort lauderdale historical society was founded for the purpose of preserving the history of fort lauderdale and broward county and remains committed to expanding knowledge of the past. The society's collections document local history and are available for researchers such as scholars, students, genealogists, preservationists, visitors and residents.”

PART V, LINE 4:

“Dedicated to the care and maintenance of the buildings leased from the city of fort lauderdale.”

PART X, LINE 2:

“The organization is a nonprofit organization as described in section 501(c)(3) of the internal revenue code (the "irc") and is therefore exempt from federal income taxation. No provision for income taxes was recorded for the years ended september 30, 2024, or 2023 since the organization had no significant unrelated business income.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event costs 84,289. Cost of goods sold 1,484.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event costs 84,289. Cost of goods sold 1,484.”

Raw XML AppendixShowing 400 of 661 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/Form990PartVIISectionAGrp/PersonNm17CHRISTINE VERGARI
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IRS990/Form990PartVIISectionAGrp/PersonNm20GLORIA WETHERINGTON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/MissionDesc0HISTORY FORT LAUDERDALE BRINGS THE STORIES OF OUR DIVERSE COMMUNITY TO LIFE THROUGH EDUCATIONAL EXPERIENCES, CULTURAL EXHIBITS, RESEARCH, AND PRESERVATION FOR FUTURE GENERATIONS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS - TOURS AND OUTREACH FOR LOCAL RESIDENTS, VISITORS, AND SCHOOLS THAT SHARE THE STORY OF THE HISTORY OF THE COMMUNITY AND THE INDIVIDUALS THAT SHAPED IT. PROGRAMS INCLUDE SPEAKERS BUREAU, HISTORIC WALKING TOURS, AND THE PIONEER SCHOOL DAY PROGRAM. THE ORGANIZATION'S SPEAKERS BUREAU PROVIDES PRESENTATIONS TO GROUPS AT NO COST ON SUBJECTS THAT INCLUDE FORT LAUDERDALE HISTORY, SANDY NININGER, IVY AND FRANK STRANAHAN, HENRY FLAGLER, AND THE FLORIDA EAST COAST RAILWAY HISTORIC WALKING TOURS, WHICH ARE OFFERED FROM OCTOBER - MAY THROUGH THE ORIGINAL NEIGHBORHOOD OF FORT LAUDERDALE. ADMISSION IS FREE. TOUR GUIDES PROVIDE STORIES ABOUT OLD FORT LAUDERDALE AND THE EARLY PIONEERS, HENRY FLAGLER AND THE FLORIDA EAST COAST RAILROAD, AND ALSO GUIDE VISITORS TO SOME OF THE OLDEST BUILDINGS IN THE CITY. THE PIONEER SCHOOL DAY PROGRAM TEACHES STUDENTS HOW LIFE WAS LED BY CHILDREN AND ADULTS 100 YEARS AGO. STUDENTS TOUR THREE DIFFERENT BUILDINGS, AND EACH HAS A DIFFERENT ACTIVITY. THE PIONEER SCHOOL DAY PROGRAM EMPHASIZES THE IMPORTANCE OF THE INTERSECTION OF THE NEW RIVER AND THE FLORIDA EAST COAST RAILWAY TO THE DEVELOPMENT OF FORT LAUDERDALE.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06205
IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH AND EXAMINATION OF HISTORICAL MATERIALS - FOR THE PURPOSE OF PRESERVATION, CATALOGING, AND STORING HISTORICAL MATERIALS. ADDITIONALLY, CONSULTING SERVICES REGARDING LOCAL BUILDINGS AND NEIGHBORHOODS ARE PROVIDED TO BROWARD COUNTY, LOCAL CITIES, AND LOCAL COMMUNITIES.
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