Winter Park Historical Association Inc.

990EZ • Fiscal year 2014 • EIN 59-1664195

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile WWW.WINTERPARKHISTORICAL.COM

PO Box 51Winter Park, FL 32790

(407) 647-2330

Siviq Scores

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

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-53%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-27%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-4.7%

Faster revenue growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets56th percentile

Assets

Down

$162,155

Down $60,124 (-27%) from 2013

Net Assets

Down

$162,029

Down $60,250 (-27%) from 2013

Liabilities

$126

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin7th percentile

Revenue

Down

$114,533

Down $5,596 (-4.7%) from 2013

Expenses

$174,783

Up $26,931 (+18%) from 2013

Net Income

Down

-$60,250

Down $32,527 (-117%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

Highlighted filing

2014

Assets$162,155

Liabilities$126

Net Assets$162,029

Open 2014 Filing

Operations Trend

Revenue Growth39th percentile

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

Highlighted filing

2014

Revenue$114,533

Expenses$174,783

Net Income-$60,250

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Apr 28, 2015
Return Version: 2014v5.0
Gross Receipts: $183,620

Mission and Program Overview

Mission

Collect preserve & research the history of the City of Winter Park

The mission of the winter park historical association is to collect, preserve, promote and research the history of winter park and its surrounding area and to share that history with the public through educational programs and the operation of a museum

Program Services

Description	Grants	Expenses
OPERATED A HISTORICAL MUSEAUM OF THE CITY OF WINTER PARK. THE MUSEUM IS OPEN TO THE PUBLIC AND FREE OF CHARGE, THE PURPOSE OF WHICH IS TO ENHANCE CULTURAL AWARENESS.	-	$174,783

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BONNIE OSGOOD	President	-	$0	-	-
MARTHA MCHENRY	VP	-	$0	-	-
ANNE MOONEY	Secretary	-	$0	-	-
NINA NARVA	Treasurer	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Peacock Ball	$76,079	$76,079	$22,770	$53,309
Total Events	$76,079	$76,079	$67,779	$8,300

Filing and Contact Details

Filer

Filer Name: Winter Park Historical Association
EIN: 59-1664195
Phone: 4076472330
Address: PO BOX 51, WINTER PARK, FL 32790

Signing Officer

Name: Nina H Narva
Title: Treasurer
Phone: 4076472330
Signed: 2015-04-28
Discuss with paid preparer: Yes

Preparer

Firm: Nina Margio CPA
Address: 820 W FOREST BROOK RD, MAITLAND, FL 32751-5104
Preparer: Nina H Narva
Phone: 4072342323

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 395 office 5,726 web design 920 travel 217 conf & meetings 795 insurance 9,548 bank fees 1,315 dues & subscriptions 2,163 exhibit expense 35,513 grant expenses 868 receptions/openings 5,192 contract labor 5,608 archival fees 6,720 living history document 3,685 member appreciation 1,661 cleaning service 1,147 repairs & maint 417 children's programs 2,724 program/speaker fees 22 telephone 3,178 utilities 4,120 taxes & licenses 310 total 92,244”

Form 990-ez, Part II, Line 26

“Payroll taxes payable 0 126”

Form 990-ez, Part III

“The mission of the winter park historical association is to collect, preserve, promote and research the history of winter park and its surrounding area and to share that history with the public through educational programs and the operation of a museum”

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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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IRS990EZ/PrimaryExemptPurposeTxt	0	THE MISSION OF THE WINTER PARK HISTORICAL ASSOCIATION IS TO COLLECT, PRESERVE, PROMOTE AND RESEARCH THE HISTORY OF WINTER PARK AND ITS SURROUNDING AREA AND TO SHARE THAT HISTORY WITH THE PUBLIC THROUGH EDUCATIONAL PROGRAMS AND THE OPERATION OF A MUSEUM
IRS990EZ/PrintingPublicationsPostageAmt	0	1730
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IRS990EZ/TypeOfOrganizationCorpInd	0	X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	103820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	91387
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IRS990ScheduleA/PublicSupportTotal509Amt	0	756433
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	180007
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES 395 OFFICE 5,726 WEB DESIGN 920 TRAVEL 217 CONF & MEETINGS 795 INSURANCE 9,548 BANK FEES 1,315 DUES & SUBSCRIPTIONS 2,163 EXHIBIT EXPENSE 35,513 GRANT EXPENSES 868 RECEPTIONS/OPENINGS 5,192 CONTRACT LABOR 5,608 ARCHIVAL FEES 6,720 LIVING HISTORY DOCUMENT 3,685 MEMBER APPRECIATION 1,661 CLEANING SERVICE 1,147 REPAIRS & MAINT 417 CHILDREN'S PROGRAMS 2,724 PROGRAM/SPEAKER FEES 22 TELEPHONE 3,178 UTILITIES 4,120 TAXES & LICENSES 310 TOTAL 92,244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	PAYROLL TAXES PAYABLE 0 126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE MISSION OF THE WINTER PARK HISTORICAL ASSOCIATION IS TO COLLECT, PRESERVE, PROMOTE AND RESEARCH THE HISTORY OF WINTER PARK AND ITS SURROUNDING AREA AND TO SHARE THAT HISTORY WITH THE PUBLIC THROUGH EDUCATIONAL PROGRAMS AND THE OPERATION OF A MUSEUM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
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ReturnHeader/Filer/EIN	0	591664195
ReturnHeader/Filer/PhoneNum	0	4076472330
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ReturnHeader/Filer/USAddress/CityNm	0	WINTER PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32790
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	461710111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	NINA MARGIO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	820 W FOREST BROOK RD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	327515104
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ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	NINA H NARVA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-05-12T07:08:57-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $162,155
Liabilities: $126
Net assets: $162,029
Revenue: $114,533
Expenses: $174,783
Net income: -$60,250

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.18	$0.27	$3.91	$2.17	$2.18	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$3.92	$0.00	$3.92	$2.45	$2.18	$0.27
2022Detailed filing. Detailed filing data is available for this year.	$3.89	$0.25	$3.64	$2.04	$1.65	$0.38
2021Detailed filing. Detailed filing data is available for this year.	$3.26	$0.00	$3.26	$2.14	$1.75	$0.39
2020Summary only. Only limited summary data is available for this year.	$3.04	$0.00		$1.56	$1.53	$0.03
2019Summary only. Only limited summary data is available for this year.	$3.06	$0.22	$2.84	$3.46	$2.43	$1.03
2018Summary only. Only limited summary data is available for this year.	$1.81	$0.00	$1.81	$2.54	$2.72	$0.18
2017Summary only. Only limited summary data is available for this year.	$2.21	$0.23	$1.99	$2.57	$2.47	$0.11
2016Summary only. Only limited summary data is available for this year.	$2.00	$0.06	$1.94	$2.39	$2.38	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$1.99	$0.00	$1.99	$1.69	$1.32	$0.37
2014Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$1.15	$1.75	$0.60
2013Detailed filing. Detailed filing data is available for this year.	$2.22		$2.22	$1.20	$1.48	$0.28
2012Summary only. Only limited summary data is available for this year.	$2.50	$0.00		$0.85	$1.04	$0.18
2011Summary only. Only limited summary data is available for this year.	$2.68	$0.00	$2.68	$1.71	$1.13	$0.58