Civic Intelligence

Citrus County Historical Society Inc

990 • Fiscal year 2018 • EIN 59-2326836

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 12, 2019

Organization ProfileWWW.COURTHOUSE.ORG
1 Courthouse SquareInverness, FL 34450

(352) 342-6427

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

81st percentile

26%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$516,574

Up $105,087 (+26%) from 2017

Net Assets

Up

$516,421

Up $105,086 (+26%) from 2017

Liabilities

Up

$153

Up $1 (+0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin76th percentile

Revenue

Up

$438,702

Up $108,362 (+33%) from 2017

Expenses

Up

$355,239

Up $29,234 (+9.0%) from 2017

Net Income

Up

$83,463

Up $79,128 (+1825%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2011: $166,724Liabilities 2011: $7,306Net Assets 2011: $159,4182011Assets 2012: $178,229Liabilities 2012: $8,901Net Assets 2012: $169,3282012Assets 2013: $283,340Liabilities 2013: $26Net Assets 2013: $283,3142013Assets 2014: $376,395Liabilities 2014: $209Net Assets 2014: $376,1862014Assets 2015: $376,641Liabilities 2015: $44Net Assets 2015: $376,5972015Assets 2016: $382,746Liabilities 2016: $31Net Assets 2016: $382,7152016Assets 2017: $411,487Liabilities 2017: $152Net Assets 2017: $411,3352017Assets 2018: $516,574Liabilities 2018: $153Net Assets 2018: $516,4212018Assets 2019: $523,683Liabilities 2019: $263Net Assets 2019: $523,4202019Assets 2020: $585,593Liabilities 2020: $340Net Assets 2020: $585,2532020

Highlighted filing

2018

Assets$516,574
Liabilities$153
Net Assets$516,421
Open 2018 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $324,872Expenses 2011: $303,974Net Income 2011: $20,8982011Revenue 2012: $284,959Expenses 2012: $275,049Net Income 2012: $9,9102012Revenue 2013: $452,691Expenses 2013: $305,501Net Income 2013: $147,1902013Revenue 2014: $409,972Expenses 2014: $317,100Net Income 2014: $92,8722014Revenue 2015: $354,561Expenses 2015: $331,676Net Income 2015: $22,8852015Revenue 2016: $368,499Expenses 2016: $379,935Net Income 2016: -$11,4362016Revenue 2017: $330,340Expenses 2017: $326,005Net Income 2017: $4,3352017Revenue 2018: $438,702Expenses 2018: $355,239Net Income 2018: $83,4632018Revenue 2019: $419,892Expenses 2019: $403,274Net Income 2019: $16,6182019Revenue 2020: $438,743Expenses 2020: $374,400Net Income 2020: $64,3432020

Highlighted filing

2018

Revenue$438,702
Expenses$355,239
Net Income$83,463
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 12, 2019
Return Version
2017v2.3
Gross Receipts
$475,951
Mission and Program Overview

Mission

Preserve, renovate historical

Preserve, renovate historical buildings and artifacts and educate the public on the historical heritage of citrus county florida

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$263,512$311,759▲ $48,247
Savings and Temporary Cash Investments$64,207$95,263▲ $31,056
Cash and Non-Interest-Bearing Accounts$45,516$72,149▲ $26,633
Land, Buildings, and Equipment, Net$25,758$22,394▼ $3,364
Inventories for Sale or Use$12,494$15,009▲ $2,515
Total Assets$411,487$516,574▲ $105,087
Liabilities
Accounts Payable and Accrued Expenses$152$153▲ $1
Total Liabilities$152$153▲ $1
Net Assets / Fund Balance
Permanently Rstr Net Assets$312,209$415,654▲ $103,445
Unrestricted Net Assets$96,931$98,629▲ $1,698
Temporarily Rstr Net Assets$2,195$2,138▼ $57
Total Net Assets Fund Balance$411,335$516,421▲ $105,086
Total Liabilities and Net Assets / Fund Balance$411,487$516,574▲ $105,087

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,594$89,535$101,129
Land$10,800-$10,800
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Carly ZervisPresident
Kandice Bellamy McphersonDirector
Laura HenningsDirector
Marian MacraeDirector
Maryann JerrellDirector
Robert CroftDirector
Elaine KoehlerDirector/acq
Terri HartmanRecording Se
Julie FuscoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$407,687
Program Service Revenue
$0
Investment Income
$16,192
Other Revenue
$14,823
All Other Contributions
$120,098
Change in Net Assets
$83,463

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$151,383
Other Non Cash Contri Table1$113,328
Other Non Cash Contri Table1$19,360
Total Noncash Contributions3$284,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,239
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$6,274$10,580-$16,854
Other Expenses$6,019--$6,019
Advertising-$3,947-$3,947
Depreciation Depletion$2,281$1,082-$3,363
Information Technology-$3,252-$3,252
Fees for Services Accounting-$2,751-$2,751
Insurance-$1,865-$1,865
Occupancy$1,166--$1,166
Office Expenses-$792-$792
Total Functional Expenses$330,970$24,269$0$355,239
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,918
Fundraising Direct Expenses$22,178
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
None----
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 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 society makes the form 990 available to the members of the board for their review during a board meeting. This process takes place prior to the filing of the form 990.”

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

“To properly monitor and enforce the conflict-of-interest policy, the members of the board during board meetings review any potential or possible transactions with conflicted entities and individuals (to include vendors, directors, officers, volunteers) and such discussions are documented through board minutes. Vendors are interviewed and requested to disclose any relationship with directors, officers or volunteers. If a potential conflict is identified with a proposed transaction, the historical society disinterested board members will review the proposed transaction, make and investigate alternative proposals and by majority of the vote of disinterested board members determine whether the transaction is in the best interest of the society and fair and reasonable. Board members and officers are required to annually sign a statement in regard to the conflict-of-interest policy.”

Form 990, Page 6, Part VI, Line 19

“The society makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Citrus County Historical
EIN
59-2326836
Phone
3523426427
Address
1 COURTHOUSE SQUARE, INVERNESS, FL 34450

Signing Officer

Name
Carly Zervis
Title
President
Phone
3523426427
Signed
2019-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carly Zervis
Formed
1963
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
70

Preparer

Firm
Wylie & Associates LLC
Address
1601 PARK CENTER DR STE 6A, ORLANDO, FL 32835-5700
Preparer
Heather C Wylie
Phone
4072984646
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROPERLY MONITOR AND ENFORCE THE CONFLICT-OF-INTEREST POLICY, THE MEMBERS OF THE BOARD DURING BOARD MEETINGS REVIEW ANY POTENTIAL OR POSSIBLE TRANSACTIONS WITH CONFLICTED ENTITIES AND INDIVIDUALS (TO INCLUDE VENDORS, DIRECTORS, OFFICERS, VOLUNTEERS) AND SUCH DISCUSSIONS ARE DOCUMENTED THROUGH BOARD MINUTES. VENDORS ARE INTERVIEWED AND REQUESTED TO DISCLOSE ANY RELATIONSHIP WITH DIRECTORS, OFFICERS OR VOLUNTEERS. IF A POTENTIAL CONFLICT IS IDENTIFIED WITH A PROPOSED TRANSACTION, THE HISTORICAL SOCIETY DISINTERESTED BOARD MEMBERS WILL REVIEW THE PROPOSED TRANSACTION, MAKE AND INVESTIGATE ALTERNATIVE PROPOSALS AND BY MAJORITY OF THE VOTE OF DISINTERESTED BOARD MEMBERS DETERMINE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE SOCIETY AND FAIR AND REASONABLE. BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT IN REGARD TO THE CONFLICT-OF-INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$516,574
Liabilities
$153
Net assets
$516,421
Revenue
$438,702
Expenses
$355,239
Net income
$83,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.85$4.39$3.74$0.64
2019Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.23$4.20$4.03$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.16$4.39$3.55$0.83
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$3.30$3.26$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$3.68$3.80$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$3.55$3.32$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$4.10$3.17$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$4.53$3.06$1.47
2012Summary only. Only limited summary data is available for this year.$1.78$0.09$1.69$2.85$2.75$0.10
2011Summary only. Only limited summary data is available for this year.$1.67$0.07$1.59$3.25$3.04$0.21