Civic Intelligence

Apalachicola Area Historical Society Inc

EIN 59-1677700 • 501(c)3 • Apalachicola, FL

Profile

To promote, maintain and support area history.

PO Box 75Apalachicola, FL 32329

apalachicolahistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

21st percentile

-25%

Higher net margin than 21% 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

22nd percentile

-43%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

18th percentile

-52%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$45,537

Down $33,738 (-43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$45,537

Down $33,738 (-43%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin21st percentile

Revenue

Down

$133,211

Down $142,056 (-52%) from 2023

Expenses

Down

$166,949

Down $108,754 (-39%) from 2023

Net Income

Down

-$33,738

Down $33,302 (-7638%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$80K$60K$40K$20K$0Assets 2010: $30,295Liabilities 2010: $02010Assets 2022: $77,867Liabilities 2022: $0Net Assets 2022: $77,8672022Assets 2023: $79,275Liabilities 2023: $0Net Assets 2023: $79,2752023Assets 2024: $45,537Liabilities 2024: $0Net Assets 2024: $45,5372024

Highlighted filing

2024

Assets$45,537
Liabilities$0
Net Assets$45,537
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $36,528Expenses 2010: $47,794Net Income 2010: -$11,2662010Revenue 2022: $72,042Expenses 2022: $43,438Net Income 2022: $28,6042022Revenue 2023: $275,267Expenses 2023: $275,703Net Income 2023: -$4362023Revenue 2024: $133,211Expenses 2024: $166,949Net Income 2024: -$33,7382024

Highlighted filing

2024

Revenue$133,211
Expenses$166,949
Net Income-$33,738
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$45,537
Liabilities
$0
Net assets
$45,537
Revenue
$133,211
Expenses
$166,949
Net income
-$33,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$1.33$1.67$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$2.75$2.76$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.72$0.43$0.29
2010Summary only. Only limited summary data is available for this year.$0.30$0.00$0.37$0.48$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$135,682
Mission and Program Overview

Mission

To promote, maintain and support area history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$79,275$45,537▼ $33,738
Cash and Non-Interest-Bearing Accounts$65,163$42,502▼ $22,661
Savings and Temporary Cash Investments$14,112$3,035▼ $11,077
Total Assets$79,275$45,537▼ $33,738
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,275$45,537▼ $33,738
Total Liabilities and Net Assets / Fund Balance$79,275$45,537▼ $33,738
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Ken EssexPresident
David AldersteinDirector
Greg GoglowskiDirector
Linda WhiteDirector
Catharine GreenePast Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,981
Program Service Revenue
$1,365
Investment Income
$0
Other Revenue
$1,865
All Other Contributions
$21,599
Change in Net Assets
$-33,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,949
Total Fundraising Expense$2,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$27,116$964$964$29,044
Occupancy$4,445$139$139$4,723
Advertising$3,098$387$387$3,872
Information Technology$1,642$145$622$2,409
Office Expenses$778$652$236$1,666
Other Expenses$488--$488
All Other Expenses$142$200-$342
Conferences and Meetings$42--$42
Total Functional Expenses$162,114$2,487$2,348$166,949
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
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

“Director of operations looks over return to compare to the financials before return is filed.”

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

“Any conflicts are discussed and board acts upon.”

Form 990, Page 6, Part VI, Line 19

“On 990 finder, irs.gov and upon written request.”

Filing and Contact Details

Filer

Filer Name
Apalachicola Area Historical
EIN
59-1677700
Phone
8503232305
Address
PO BOX 75, APALACHICOLA, FL 32329

Signing Officer

Name
Ken Essex
Title
President
Phone
8503232305
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Essex
Formed
2013
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Roberson & Associates Pa
Address
116A SAILORS COVE DR, PORT SAINT JOE, FL 32456-1890
Preparer
Ralph C Roberson CPA
Phone
8506531090
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board members are volunteers and other volunteers assist with program activities.”

Form 990, Part IX, Line 11G

“Housekeeping 875 0 0 docents 18,525 0 0 other services 7,716 964 964 total 27,116 964 964”

Form 990, Part XI, Line 9

“Prior period correction 0”

Raw XML Appendix334 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/TitleTxt4PAST PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GovernmentGrantsAmt0108382
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTOR OF OPERATIONS LOOKS OVER RETURN TO COMPARE TO THE FINANCIALS BEFORE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CONFLICTS ARE DISCUSSED AND BOARD ACTS UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON 990 FINDER, IRS.GOV AND UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOUSEKEEPING 875 0 0 DOCENTS 18,525 0 0 OTHER SERVICES 7,716 964 964 TOTAL 27,116 964 964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD CORRECTION 0
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IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0APALACHICOLAHISTORICALSOCIETY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN ESSEX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08503232305
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APALACHICOLA AREA HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0APAL
ReturnHeader/Filer/EIN0591677700
ReturnHeader/Filer/PhoneNum08503232305
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75
ReturnHeader/Filer/USAddress/CityNm0APALACHICOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032329
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593721216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERSON & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116A SAILORS COVE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT SAINT JOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0324561890
ReturnHeader/PreparerPersonGrp/PhoneNum08506531090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RALPH C ROBERSON CPA
ReturnHeader/ReturnTs02025-11-14T15:02:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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