Civic Intelligence

Southeast Volusia Historical Society Inc

EIN 59-2451690 • 501(c)3 • New Smyrna Beach, FL

Profile

The mission of the southeast volusia county historical society is to collect and exhibit objects and documents related to the history of southeast volusia county, with particular emphasis on the settlement in 1768 and seeks to promote local history and culture to the community.

PO Box 968New Smyrna Beach, FL 32170

www.nsbhistory.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,128,388

Up $43,875 (+4.0%) from 2023

Liabilities

Up

$83

Up $26 (+46%) from 2023

Net Assets

Up

$1,128,305

Up $43,849 (+4.0%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Up

$189,725

Up $24,045 (+15%) from 2023

Expenses

Down

$145,876

Down $24,282 (-14%) from 2023

Net Income

Up

$43,849

Up $48,327 (+1079%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $644,957Liabilities 2011: $1,366Net Assets 2011: $643,5912011Assets 2012: $630,297Liabilities 2012: $773Net Assets 2012: $629,5242012Assets 2013: $614,926Liabilities 2013: $870Net Assets 2013: $614,0562013Assets 2014: $613,610Liabilities 2014: $89Net Assets 2014: $613,5212014Assets 2015: $636,626Liabilities 2015: $85Net Assets 2015: $636,5412015Assets 2016: $890,162Liabilities 2016: $0Net Assets 2016: $890,1622016Assets 2017: $933,104Liabilities 2017: $1,479Net Assets 2017: $931,6252017Assets 2018: $885,208Liabilities 2018: $0Net Assets 2018: $885,2082018Assets 2019: $939,042Liabilities 2019: $0Net Assets 2019: $939,0422019Assets 2020: $1,001,627Liabilities 2020: $1Net Assets 2020: $1,001,6262020Assets 2021: $1,123,923Liabilities 2021: $0Net Assets 2021: $1,123,9232021Assets 2022: $1,034,112Liabilities 2022: $150Net Assets 2022: $1,033,9622022Assets 2023: $1,084,513Liabilities 2023: $57Net Assets 2023: $1,084,4562023Assets 2024: $1,128,388Liabilities 2024: $83Net Assets 2024: $1,128,3052024

Highlighted filing

2024

Assets$1,128,388
Liabilities$83
Net Assets$1,128,305
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$400K$200K$0-$200KRevenue 2011: $41,166Expenses 2011: $34,973Net Income 2011: $6,1932011Revenue 2012: $48,941Expenses 2012: $63,008Net Income 2012: -$14,0672012Revenue 2013: $61,556Expenses 2013: $102,704Net Income 2013: -$41,1482013Revenue 2014: $99,329Expenses 2014: $99,864Net Income 2014: -$5352014Revenue 2015: $137,671Expenses 2015: $105,609Net Income 2015: $32,0622015Revenue 2016: $364,865Expenses 2016: $132,441Net Income 2016: $232,4242016Revenue 2017: $116,354Expenses 2017: $120,251Net Income 2017: -$3,8972017Revenue 2018: $134,988Expenses 2018: $110,202Net Income 2018: $24,7862018Revenue 2019: $103,150Expenses 2019: $117,146Net Income 2019: -$13,9962019Revenue 2020: $100,313Expenses 2020: $91,036Net Income 2020: $9,2772020Revenue 2021: $215,277Expenses 2021: $109,823Net Income 2021: $105,4542021Revenue 2022: $184,851Expenses 2022: $142,815Net Income 2022: $42,0362022Revenue 2023: $165,680Expenses 2023: $170,158Net Income 2023: -$4,4782023Revenue 2024: $189,725Expenses 2024: $145,876Net Income 2024: $43,8492024

Highlighted filing

2024

Revenue$189,725
Expenses$145,876
Net Income$43,849
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
$1,128,388
Liabilities
$83
Net assets
$1,128,305
Revenue
$189,725
Expenses
$145,876
Net income
$43,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.19$0.15$0.04
2023Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.17$0.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.18$0.14$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.22$0.11$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.10$0.09$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.10$0.12$0.01
2018Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.13$0.11$0.02
2017Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.12$0.12$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.36$0.13$0.23
2015Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.14$0.11$0.03
2014Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.10$0.10$0.00
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.05$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.04$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Gross Receipts
$257,865
Mission and Program Overview

Mission

The mission of the Southeast Volusia County Historical Society is to collect and exhibit objects and documents related to the history of Southeast Volusia County, with particular emphasis on the settlement in 1768 and seeks to promote local history and culture to the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$650,083$701,896▲ $51,813
Land, Buildings, and Equipment, Net$384,340$364,489▼ $19,851
Savings and Temporary Cash Investments$24,636$33,397▲ $8,761
Cash and Non-Interest-Bearing Accounts$11,645$15,425▲ $3,780
Inventories for Sale or Use$13,309$12,681▼ $628
Total Assets$1,084,513$1,128,388▲ $43,875
Other Assets Total$500$500→ $0
Liabilities
Accounts Payable and Accrued Expenses$57$83▲ $26
Total Liabilities$57$83▲ $26
Net Assets / Fund Balance
Net Assets With Donor Restrictions$581,361$581,361→ $0
Net Assets Without Donor Restrictions$503,095$546,944▲ $43,849
Total Net Assets Fund Balance$1,084,456$1,128,305▲ $43,849
Total Liabilities and Net Assets / Fund Balance$1,084,513$1,128,388▲ $43,875

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$344,689$664,539$1,009,228
Land$19,800-$19,800
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Brion ReillyPresident
Carol LaddDirector
Frank FarmerDirector
Gary SwansonDirector
Glenn ReederDirector
Jim EngelbrechtDirector
Mark RakowskiDirector
Stewert DavisDirector
Thomas D WrightDirector
Walter FlanaganDirector
Zelia SweettSecretary
Drury L MaysTreasurer
John HardebeckVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$117,317
Program Service Revenue
$0
Investment Income
$53,850
Other Revenue
$18,558
All Other Contributions
$77,563
Change in Net Assets
$43,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,510
Salaries, Compensation, and Employee Benefits$59,366
Total Fundraising Expense$15,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$33,072$16,536$5,512$55,120
Occupancy$18,504$2,533$429$21,466
Depreciation Depletion$19,851--$19,851
Fees for Service Investment Mgmnt Fees-$8,516-$8,516
Office Expenses-$7,795-$7,795
Fees for Services Other--$6,900$6,900
Advertising$2,381-$2,381$4,762
Payroll Taxes$2,547$1,274$425$4,246
Insurance$3,812$424-$4,236
Fees for Services Accounting-$2,975-$2,975
Information Technology-$2,405-$2,405
Other Expenses$2,882$1,229-$1,229
All Other Expenses$481--$481
Travel-$184-$184
Total Functional Expenses$83,530$46,699$15,647$145,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,779
Fundraising Direct Expenses$13,176
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$24,779$24,779$13,176$11,603
Total Events$24,779$24,779$13,176$11,603
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Southeast Volusia Historical
EIN
59-2451690
Phone
3864780052
Address
PO BOX 968, NEW SMYRNA BEACH, FL 32170

Signing Officer

Name
Drury L Mays
Title
Treasurer
Phone
3864780052
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drury L Mays
Formed
1982
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
70

Preparer

Firm
Holland Tacinelli & Klayer Inc
Address
700 W GRANADA BLVD, ORMOND BEACH, FL 32174
Preparer
Micah Williams Ea
Phone
3862571646
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the southeast volusia county historical society is to collect and exhibit objects and documents related to the history of southeast volusia county, with particular emphasis on the settlement in 1768 and seeks to promote local history and culture to the community.”

Raw XML AppendixShowing 400 of 435 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.

Path#Value
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IRS990/OtherExpensesGrp/Desc1LICENSES, MEMB., & FEES
IRS990/OtherExpensesGrp/Desc2LIBRARY EXPENSES
IRS990/OtherExpensesGrp/Desc3AUDIO VISUAL EXPENSES
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE SOCIETY'S RESEARCH HISTORICAL LIBRARY IS OPERATED BY VOLUNTEERS TO COLLECT, EXAMINE, CATALOG, AND STORE DOCUMENTS FOR THE MUSEUM. THE LIBRARY HAS AN EXTENSIVE COLLECTION OF LOCAL AREA DOCUMENTS, INCLUDING NEWSPAPERS, BOOKS, ARTICLES, AND PHOTOGRAPHS. THE LIBRARY IS A RESEARCH LIBRARY ONLY AND MATERIALS ARE NOT FOR CIRCULATION.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140669
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065876
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022929
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017342
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03899
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0500
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IRS990ScheduleA/InvestmentIncomePYPct00.17000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE SOUTHEAST VOLUSIA COUNTY HISTORICAL SOCIETY IS TO COLLECT AND EXHIBIT OBJECTS AND DOCUMENTS RELATED TO THE HISTORY OF SOUTHEAST VOLUSIA COUNTY, WITH PARTICULAR EMPHASIS ON THE SETTLEMENT IN 1768 AND SEEKS TO PROMOTE LOCAL HISTORY AND CULTURE TO THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
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/TerminateOperationsInd0false
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IRS990/TotalVolunteersCnt070
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IRS990/USAddress/AddressLine1Txt0PO BOX 968
IRS990/USAddress/CityNm0NEW SMYRNA BEACH
IRS990/USAddress/StateAbbreviationCd0FL

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