Civic Intelligence

Indian River County Historical Society Inc.

990 • Fiscal year 2020 • EIN 59-2419060

Sep 01, 2019 to Aug 31, 2020 • Filed on Mar 29, 2021

Organization ProfileWWW.IRCHISTORICAL.ORG
PO Box 2192Vero Beach, FL 32961-2192

(772) 778-3435

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-47%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.1%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$395,811

Down $8,582 (-2.1%) from 2019

Net Assets

Down

$393,715

Down $10,198 (-2.5%) from 2019

Liabilities

Up

$2,096

Up $1,616 (+337%) from 2019

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin13th percentile

Revenue

Down

$50,830

Down $13,901 (-21%) from 2019

Expenses

Down

$74,868

Down $10,153 (-12%) from 2019

Net Income

Down

-$24,038

Down $3,748 (-18%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$600K$400K$200K$0Assets 2011: $590,980Liabilities 2011: $42,2152011Assets 2012: $550,545Liabilities 2012: $1,222Net Assets 2012: $549,3232012Assets 2013: $549,299Liabilities 2013: $115Net Assets 2013: $549,1842013Assets 2014: $543,609Liabilities 2014: $515Net Assets 2014: $543,0942014Assets 2015: $543,051Liabilities 2015: $1,151Net Assets 2015: $541,9002015Assets 2016: $491,193Liabilities 2016: $1,675Net Assets 2016: $489,5182016Assets 2017: $440,657Liabilities 2017: $2,224Net Assets 2017: $438,4332017Assets 2018: $415,348Liabilities 2018: $236Net Assets 2018: $415,1122018Assets 2019: $404,393Liabilities 2019: $480Net Assets 2019: $403,9132019Assets 2020: $395,811Liabilities 2020: $2,096Net Assets 2020: $393,7152020Assets 2021: $450,774Liabilities 2021: $1,537Net Assets 2021: $449,2372021Assets 2022: $384,415Liabilities 2022: $0Net Assets 2022: $384,4152022Assets 2023: $408,587Liabilities 2023: $2,685Net Assets 2023: $405,9022023Assets 2024: $416,774Liabilities 2024: $2,018Net Assets 2024: $414,7562024

Highlighted filing

2020

Assets$395,811
Liabilities$2,096
Net Assets$393,715
Open 2020 Filing

Operations Trend

Revenue Growth43rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $44,887Expenses 2011: $69,574Net Income 2011: -$24,6872011Revenue 2012: $35,891Expenses 2012: $52,740Net Income 2012: -$16,8492012Expenses 2013: $70,4032013Revenue 2014: $64,084Expenses 2014: $95,416Net Income 2014: -$31,3322014Revenue 2015: $119,033Expenses 2015: $111,644Net Income 2015: $7,3892015Revenue 2016: $225,201Expenses 2016: $109,102Net Income 2016: $116,0992016Revenue 2017: $93,407Expenses 2017: $143,063Net Income 2017: -$49,6562017Revenue 2018: $69,850Expenses 2018: $101,505Net Income 2018: -$31,6552018Revenue 2019: $64,731Expenses 2019: $85,021Net Income 2019: -$20,2902019Revenue 2020: $50,830Expenses 2020: $74,868Net Income 2020: -$24,0382020Revenue 2021: $63,130Expenses 2021: $73,415Net Income 2021: -$10,2852021Revenue 2022: $70,262Expenses 2022: $87,107Net Income 2022: -$16,8452022Revenue 2023: $87,092Expenses 2023: $98,514Net Income 2023: -$11,4222023Revenue 2024: $61,179Expenses 2024: $82,614Net Income 2024: -$21,4352024

Highlighted filing

2020

Revenue$50,830
Expenses$74,868
Net Income-$24,038
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Mar 29, 2021
Return Version
2019v5.0
Gross Receipts
$50,830
Mission and Program Overview

Mission

To actively promote and practice the preservation of all historic artifacts, structures, sites, documents and any other article, material or oral relating to the indian river county area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$360,430$365,687▲ $5,257
Land, Buildings, and Equipment, Net$23,106$19,497▼ $3,609
Cash and Non-Interest-Bearing Accounts$20,798$10,568▼ $10,230
Savings and Temporary Cash Investments$59$59→ $0
Total Assets$404,393$395,811▼ $8,582
Liabilities
Accounts Payable and Accrued Expenses$480$2,096▲ $1,616
Total Liabilities$480$2,096▲ $1,616
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$403,913$393,715▼ $10,198
Total Net Assets Fund Balance$403,913$393,715▼ $10,198
Total Liabilities and Net Assets / Fund Balance$404,393$395,811▼ $8,582
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Ruth StandbridgePresident
Al SmithDirector
Fran FreglyDirector
Joe ChiarellaDirector
Jonnie Mae PerryDirector
Kathy SullivanDirector
Kelly ThompsonDirector
Kristina HofmannDirector
Pat LutherDirector
Penny Chandler NorrisDirector
Susan WilliamsSecretary
John WoodsTreasurer
Mark HoltVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$26,396
Program Service Revenue
$11,310
Investment Income
$10,306
Other Revenue
$2,818
Change in Net Assets
$-24,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,626
Total Fundraising Expense$530
Salaries, Compensation, and Employee Benefits$242
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$6,441--$6,441
Occupancy$6,025--$6,025
Fees for Service Investment Mgmnt Fees-$5,889-$5,889
Insurance$5,368--$5,368
Depreciation Depletion$3,608--$3,608
Other Expenses$1,419-$530$530
Other Salaries and Wages$242--$242
Total Functional Expenses$68,449$5,889$530$74,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,818
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
Backup withholding compliance
No
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
No
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 form 990 is prepared by a local cpa based on information provided by management. Both the president and treasurer review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are availavle to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Indian River County Historical
EIN
59-2419060
Phone
7727783435
Address
PO BOX 2192, VERO BEACH, FL 32961-2192

Signing Officer

Name
Ruth Standbridge
Title
President
Phone
7727783435
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ruth Standbridge
Formed
1984
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
15

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Patrick K Graham CPA
Phone
7722316902
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To actively promote and practice the preservation of all historic artifacts, structures, sites, documents and any other article, material or oral relating to the indian river county area.”

Raw XML Appendix372 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt080148
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0211216
IRS990ScheduleA/TotalSupportAmt0334567
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01288
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02048
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06729
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05842
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt08426
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt024333
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ACTIVELY PROMOTE AND PRACTICE THE PRESERVATION OF ALL HISTORIC ARTIFACTS, STRUCTURES, SITES, DOCUMENTS AND ANY OTHER ARTICLE, MATERIAL OR ORAL RELATING TO THE INDIAN RIVER COUNTY AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY A LOCAL CPA BASED ON INFORMATION PROVIDED BY MANAGEMENT. BOTH THE PRESIDENT AND TREASURER REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILAVLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0404393
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05889
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IRS990/TotalLiabilitiesBOYAmt0480
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IRS990/TotalProgramServiceRevenueAmt011310
IRS990/TotalRevenueGrp/ExclusionAmt024434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050830
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2192
IRS990/USAddress/CityNm0VERO BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0329612192
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.IRCHISTORICAL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH STANDBRIDGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07727783435
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INDIAN RIVER COUNTY HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0INDI
ReturnHeader/Filer/EIN0592419060
ReturnHeader/Filer/PhoneNum07727783435
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2192
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMETZ ELWELL GRAHAM & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 OCEAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK K GRAHAM CPA
ReturnHeader/ReturnTs02021-04-14T08:39:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,811
Liabilities
$2,096
Net assets
$393,715
Revenue
$50,830
Expenses
$74,868
Net income
-$24,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.17$0.02$4.15$0.61$0.83$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.03$4.06$0.87$0.99$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.70$0.87$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.02$4.49$0.63$0.73$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.02$3.94$0.51$0.75$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.65$0.85$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.70$1.02$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.02$4.38$0.93$1.43$0.50
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.02$4.90$2.25$1.09$1.16
2015Detailed filing. Detailed filing data is available for this year.$5.43$0.01$5.42$1.19$1.12$0.07
2014Summary only. Only limited summary data is available for this year.$5.44$0.01$5.43$0.64$0.95$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.00$5.49$0.70
2012Summary only. Only limited summary data is available for this year.$5.51$0.01$5.49$0.36$0.53$0.17
2011Summary only. Only limited summary data is available for this year.$5.91$0.42$0.45$0.70$0.25