Civic Intelligence

Citrus County Historical Society Inc

990 • Fiscal year 2019 • EIN 59-2326836

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 17, 2020

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

51st percentile

4.0%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

-4.3%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$523,683

Up $7,109 (+1.4%) from 2018

Net Assets

Up

$523,420

Up $6,999 (+1.4%) from 2018

Liabilities

Up

$263

Up $110 (+72%) from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin51st percentile

Revenue

Down

$419,892

Down $18,810 (-4.3%) from 2018

Expenses

Up

$403,274

Up $48,035 (+14%) from 2018

Net Income

Down

$16,618

Down $66,845 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$523,683
Liabilities$263
Net Assets$523,420
Open 2019 Filing

Operations Trend

Revenue Growth32nd 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

2019

Revenue$419,892
Expenses$403,274
Net Income$16,618
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 17, 2020
Return Version
2018v3.2
Gross Receipts
$462,897
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$311,759$323,281▲ $11,522
Savings and Temporary Cash Investments$95,263$128,180▲ $32,917
Cash and Non-Interest-Bearing Accounts$72,149$31,801▼ $40,348
Land, Buildings, and Equipment, Net$22,394$23,261▲ $867
Inventories for Sale or Use$15,009$17,160▲ $2,151
Total Assets$516,574$523,683▲ $7,109
Liabilities
Accounts Payable and Accrued Expenses$153$263▲ $110
Total Liabilities$153$263▲ $110
Net Assets / Fund Balance
Permanently Rstr Net Assets$415,654$419,135▲ $3,481
Unrestricted Net Assets$98,629$102,143▲ $3,514
Temporarily Rstr Net Assets$2,138$2,142▲ $4
Total Net Assets Fund Balance$516,421$523,420▲ $6,999
Total Liabilities and Net Assets / Fund Balance$516,574$523,683▲ $7,109

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,461$92,748$105,209
Land$10,800-$10,800
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Robert CroftPresident
Kandice Bellamy McphersonDirector
Keith BrendalDirector
Laura HenningsDirector
Marian MacraeDirector
Pam PhelpsDirector
Sally BarrowDirector
Waunee EndsleyDirector
Elaine KoehlerAcquisitions
Cynthia KingCorrespdng S
Terri HartmanRecording Se
Julie FuscoTreasurer
Flo JonesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$382,826
Program Service Revenue
$0
Investment Income
$22,560
Other Revenue
$14,506
All Other Contributions
$30,741
Change in Net Assets
$16,618

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$172,068
Other Non Cash Contri Table1$150,967
Other Non Cash Contri Table1$26,400
Total Noncash Contributions3$349,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$403,274
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$2,228$17,867-$20,095
Other Expenses$5,320--$5,320
Information Technology-$5,127-$5,127
Advertising-$4,987-$4,987
Insurance-$4,402-$4,402
Fees for Services Accounting-$3,500-$3,500
Depreciation Depletion$2,183$1,030-$3,213
Fees for Services Other$1,456--$1,456
Office Expenses-$1,000-$1,000
Occupancy$502--$502
Total Functional Expenses$365,361$37,913$0$403,274
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,971
Fundraising Direct Expenses$22,669
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
Robert Croft
Title
President
Phone
3523426427
Signed
2020-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Croft
Formed
1963
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
70

Preparer

Firm
Wylie & Associates LLC
Address
1601 PARK CENTER DRIVE STE 6A, ORLANDO, FL 32835
Preparer
Heather C Wylie
Phone
2052811129
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010800
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012461
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt092748
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0105209
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023261
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0USE OF FACILITI
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1DONATED SERVICE
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1172068
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$523,683
Liabilities
$263
Net assets
$523,420
Revenue
$419,892
Expenses
$403,274
Net income
$16,618
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