Civic Intelligence

Pioneer Settlement for the Creative Arts Inc

EIN 59-1783985 • 501(c)3 • Barberville, FL

Profile

To educate and entrust the public and future generations with knowledge of the pioneer lifestyle of our forefathers, through hands on experience, folk life demonstrations, preservation and historical exhibits.

PO Box 6Barberville, FL 32105

www.pioneersettlement.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

60th percentile

9.6%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$763,022

Up $43,879 (+6.1%) from 2023

Liabilities

Down

$10,378

Down $9,141 (-47%) from 2023

Net Assets

Up

$752,644

Up $53,020 (+7.6%) from 2023

Revenue

Up

$292,910

Up $68,800 (+31%) from 2023

Expenses

Up

$264,657

Up $17,945 (+7.3%) from 2023

Net Income

Up

$28,253

Up $50,855 (+225%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $663,989Liabilities 2011: $55,255Net Assets 2011: $608,7342011Assets 2012: $665,425Liabilities 2012: $42,031Net Assets 2012: $623,3942012Assets 2013: $649,949Liabilities 2013: $22,918Net Assets 2013: $627,0312013Assets 2014: $611,961Liabilities 2014: $4,968Net Assets 2014: $606,9932014Assets 2016: $806,415Liabilities 2016: $3,095Net Assets 2016: $803,3202016Assets 2017: $808,792Liabilities 2017: $2,908Net Assets 2017: $805,8842017Assets 2018: $770,032Liabilities 2018: $30,433Net Assets 2018: $739,5992018Assets 2019: $715,598Liabilities 2019: $30,874Net Assets 2019: $684,7242019Assets 2020: $770,034Liabilities 2020: $62,850Net Assets 2020: $707,1842020Assets 2021: $735,137Liabilities 2021: $29,698Net Assets 2021: $705,4392021Assets 2022: $751,131Liabilities 2022: $24,913Net Assets 2022: $726,2182022Assets 2023: $719,143Liabilities 2023: $19,519Net Assets 2023: $699,6242023Assets 2024: $763,022Liabilities 2024: $10,378Net Assets 2024: $752,6442024

Highlighted filing

2024

Assets$763,022
Liabilities$10,378
Net Assets$752,644

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $171,757Expenses 2011: $141,724Net Income 2011: $30,0332011Revenue 2012: $168,326Expenses 2012: $153,666Net Income 2012: $14,6602012Expenses 2013: $167,3512013Revenue 2014: $178,227Expenses 2014: $198,265Net Income 2014: -$20,0382014Revenue 2016: $453,949Expenses 2016: $249,242Net Income 2016: $204,7072016Revenue 2017: $290,427Expenses 2017: $273,591Net Income 2017: $16,8362017Revenue 2018: $249,250Expenses 2018: $316,471Net Income 2018: -$67,2212018Revenue 2019: $248,658Expenses 2019: $302,326Net Income 2019: -$53,6682019Revenue 2020: $259,043Expenses 2020: $237,013Net Income 2020: $22,0302020Revenue 2021: $215,844Expenses 2021: $217,591Net Income 2021: -$1,7472021Revenue 2022: $247,425Expenses 2022: $226,676Net Income 2022: $20,7492022Revenue 2023: $224,110Expenses 2023: $246,712Net Income 2023: -$22,6022023Revenue 2024: $292,910Expenses 2024: $264,657Net Income 2024: $28,2532024

Highlighted filing

2024

Revenue$292,910
Expenses$264,657
Net Income$28,253

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Mar 18, 2024
Return Version
2023v6.0
Gross Receipts
$292,910
Mission and Program Overview

Mission

To educate and entrust the public and future generations with knowledge of the pioneer lifestyle of our forefathers through hands-on experience, folk life demonstrations, preservation, and historical exhibits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$600,153$629,035▲ $28,882
Savings and Temporary Cash Investments-$114,989-
Cash and Non-Interest-Bearing Accounts$118,989$18,998▼ $99,991
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$719,143$763,022▲ $43,879
Other Assets Total$1$0▼ $1
Liabilities
Unsecured Notes Loans Payable$16,300$9,672▼ $6,628
Accounts Payable and Accrued Expenses$3,219--
Other Liabilities-$706-
Total Liabilities$19,519$10,378▼ $9,141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$699,624$731,458▲ $31,834
Net Assets With Donor Restrictions-$21,186-
Total Net Assets Fund Balance$699,624$752,644▲ $53,020
Total Liabilities and Net Assets / Fund Balance$719,143$763,022▲ $43,879

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$572,758$447,753$1,020,511
Equipment-$112,973$112,973
Land$56,277-$56,277
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joe UnderhillPresident
Diana JohnsonVice President
Bruce HawleyDirector
Dell HoytDirector
Erick NielsenDirector
Fred ZiffraDirector
Gudrun BensonDirector
John CaseDirector
Paul HowesDirector
Richard SchulerDirector
Joan CarterSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$80,538
Program Service Revenue
$109,647
Investment Income
$2,460
Other Revenue
$100,265
All Other Contributions
$41,443
Change in Net Assets
$28,253

Audited Revenue Reconciliation

Revenue per Audited Statements
$292,910
Total Revenue per Audited Statements
$292,910
Total Revenue per Form 990
$292,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,623
Salaries, Compensation, and Employee Benefits$127,034
Total Fundraising Expense$20,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$57,984$14,496-$72,480
Other Salaries and Wages$45,469--$45,469
All Other Expenses$20,930$3,389$10,249$34,568
Other Expenses$9,566$2,392$10,160$10,160
Insurance$8,644$1,465-$10,109
Payroll Taxes$7,268$1,817-$9,085
Advertising$8,048--$8,048
Office Expenses$5,714$1,429-$7,143
Interest$1,898$474-$2,372
Fees for Services Accounting-$1,620-$1,620
Fees for Services Other-$1,209-$1,209
Total Functional Expenses$205,870$38,378$20,409$264,657

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$264,657
Total Expenses per Audited Statements$264,657
Total Expenses per Form 990$264,657
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$73,601
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jamboree$39,862$39,862-$39,862
Spring Frolic$18,694$18,694-$18,694
Total Events$69,829$69,829-$69,829
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
Credit Card$706
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The Pioneer Settlement for the Creative Arts, Inc. has a general class of paying member which is involved once every two years in January in the election of the officers of the board of directors.

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

990 is reviewed by all members of the board before it is filed with the IRS.

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

Conflicts of interest are addressed at the meetings held by the board of directors.

Form 990, Part VI, Section B, Line 15A

Compensation is reviewed and approved by the board of directors from comparable local sources.

Form 990, Part VI, Section C, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Pioneer Settlement for the Creative Arts
EIN
59-1783985
Phone
3867492959
Address
PO Box 6, Barberville, FL 32105

Signing Officer

Name
Gudrun Benson
Title
Director
Phone
3767492959
Signed
2024-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
11
Employees
6

Preparer

Firm
Alderman Accounting LLC
Address
2865 Saxon Ct, Deltona, FL 32738
Preparer
Patrick Alderman
Phone
3865621279
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Animal Expenses: Column (A) - Total = $5774; Column (B) - Program Services = $5774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Bank Fees: Column (A) - Total = $65; Column (B) - Program Services = $0; Column (C) - Management & General = $65; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Credit Card Fees: Column (A) - Total = $588; Column (B) - Program Services = $588; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Dues & Fees: Column (A) - Total = $589; Column (B) - Program Services = $471; Column (C) - Management & General = $118; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Equipment Repairs & Maint.: Column (A) - Total = $4598; Column (B) - Program Services = $3678; Column (C) - Management & General = $920; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Field Trip Supplies: Column (A) - Total = $1276; Column (B) - Program Services = $1276; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

FL Christmas Exp: Column (A) - Total = $283; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $283

Form 990, Part IX, Line 24E

Other Misc Expenses: Column (A) - Total = $7628; Column (B) - Program Services = $6102; Column (C) - Management & General = $1526; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Payroll Fees: Column (A) - Total = $556; Column (B) - Program Services = $445; Column (C) - Management & General = $111; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Printing and Publications: Column (A) - Total = $2558; Column (B) - Program Services = $2046; Column (C) - Management & General = $512; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E

Special Activities Exp: Column (A) - Total = $4859; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $4859

Form 990, Part IX, Line 24E

Spring Frolic Exp: Column (A) - Total = $5107; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $5107

Form 990, Part IX, Line 24E

Taxes & Licenses: Column (A) - Total = $687; Column (B) - Program Services = $550; Column (C) - Management & General = $137; Column (D) - Fundraising = $0

Raw XML AppendixShowing 400 of 506 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/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
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IRS990/MissionDesc0To educate and entrust the public and future generations with knowledge of the pioneer lifestyle of our forefathers through hands-on experience, folk life demonstrations, preservation, and historical exhibits.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Pioneer Settlement for the Creative Arts, Inc. has a general class of paying member which is involved once every two years in January in the election of the officers of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 is reviewed by all members of the board before it is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflicts of interest are addressed at the meetings held by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is reviewed and approved by the board of directors from comparable local sources.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Animal Expenses: Column (A) - Total = $5774; Column (B) - Program Services = $5774; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees: Column (A) - Total = $65; Column (B) - Program Services = $0; Column (C) - Management & General = $65; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card Fees: Column (A) - Total = $588; Column (B) - Program Services = $588; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

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