Civic Intelligence

Matheson History Museum Inc.

990 • Fiscal year 2013 • EIN 59-2885199

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 22, 2014

513 E University Avenue32601-5451

(352) 378-2280

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.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

60th percentile

7.2%

Higher net margin than 60% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$854,586

Up $13,159 (+1.6%) from 2012

Net Assets

Up

$852,485

Up $17,518 (+2.1%) from 2012

Liabilities

Down

$2,101

Down $4,359 (-67%) from 2012

Revenue

Up

$279,807

Up $33,188 (+13%) from 2012

Expenses

Up

$259,605

Up $30,031 (+13%) from 2012

Net Income

Up

$20,202

Up $3,157 (+19%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $895,526Liabilities 2010: $1,022Net Assets 2010: $894,5042010Assets 2011: $821,931Liabilities 2011: $4,009Net Assets 2011: $817,9222011Assets 2012: $841,427Liabilities 2012: $6,460Net Assets 2012: $834,9672012Assets 2013: $854,586Liabilities 2013: $2,101Net Assets 2013: $852,4852013Assets 2014: $819,324Liabilities 2014: $1,792Net Assets 2014: $817,5322014Assets 2015: $1,243,869Liabilities 2015: $73,848Net Assets 2015: $1,170,0212015Assets 2016: $1,605,764Liabilities 2016: $544Net Assets 2016: $1,605,2202016Assets 2017: $1,531,863Liabilities 2017: $7,316Net Assets 2017: $1,524,5472017Assets 2018: $1,409,368Liabilities 2018: $111Net Assets 2018: $1,409,2572018Assets 2019: $1,347,959Liabilities 2019: $2,793Net Assets 2019: $1,345,1662019Assets 2020: $1,270,825Liabilities 2020: $88Net Assets 2020: $1,270,7372020Assets 2021: $1,387,051Liabilities 2021: $1,174Net Assets 2021: $1,385,8772021Assets 2022: $1,407,335Liabilities 2022: $1,033Net Assets 2022: $1,406,3022022Assets 2023: $1,368,180Liabilities 2023: $2,160Net Assets 2023: $1,366,0202023Assets 2024: $1,365,323Liabilities 2024: $6,736Net Assets 2024: $1,358,5872024

Highlighted filing

2013

Assets$854,586
Liabilities$2,101
Net Assets$852,485

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $151,2572010Expenses 2011: $226,3312011Revenue 2012: $246,619Expenses 2012: $229,574Net Income 2012: $17,0452012Revenue 2013: $279,807Expenses 2013: $259,605Net Income 2013: $20,2022013Revenue 2014: $217,759Expenses 2014: $258,046Net Income 2014: -$40,2872014Revenue 2015: $324,197Expenses 2015: $280,097Net Income 2015: $44,1002015Revenue 2016: $647,140Expenses 2016: $219,975Net Income 2016: $427,1652016Revenue 2017: $246,864Expenses 2017: $339,338Net Income 2017: -$92,4742017Revenue 2018: $190,286Expenses 2018: $292,254Net Income 2018: -$101,9682018Revenue 2019: $143,754Expenses 2019: $224,807Net Income 2019: -$81,0532019Revenue 2020: $182,891Expenses 2020: $259,788Net Income 2020: -$76,8972020Revenue 2021: $357,192Expenses 2021: $242,052Net Income 2021: $115,1402021Revenue 2022: $309,524Expenses 2022: $289,099Net Income 2022: $20,4252022Revenue 2023: $325,090Expenses 2023: $358,497Net Income 2023: -$33,4072023Revenue 2024: $325,091Expenses 2024: $355,264Net Income 2024: -$30,1732024

Highlighted filing

2013

Revenue$279,807
Expenses$259,605
Net Income$20,202
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 22, 2014
Return Version
2013v3.1
Gross Receipts
$321,648
Mission and Program Overview

Mission

The matheson history museum's mission is to preserve and interpret the history of gainesville and alachua county, florida, and surrounding regions.

The operation of a museum and park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$834,967$852,485▲ $17,518
Land, Buildings, and Equipment, Net$504,288$461,300▼ $42,988
Savings and Temporary Cash Investments$283,088$346,088▲ $63,000
Inventories for Sale or Use$21,711$21,711→ $0
Cash and Non-Interest-Bearing Accounts$28,564$20,487▼ $8,077
Total Assets$841,427$854,586▲ $13,159
Other Assets Total$3,776$5,000▲ $1,224
Liabilities
Other Liabilities$6,460$2,101▼ $4,359
Total Liabilities$6,460$2,101▼ $4,359
Net Assets / Fund Balance
Total Net Assets Fund Balance$834,967$852,485▲ $17,518
Total Liabilities and Net Assets / Fund Balance$841,427$854,586▲ $13,159

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$311,676$311,767-
Other Land Buildings$149,624$360,909-
Land$0--
Equipment$0--
Leasehold Improvements$0--
Other Assets Org$5,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013----$0
2012----$0
2011----$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barry BaumsteinPresident
Mark V BarrowVice President
Anita SpringDirector
Anson MoyeDirector
Darlene HeinrichsDirector
Donald CatonDirector
Greg YoungDirector
Jeff SaundersDirector
Mae ClarkDirector
Rebecca M NagyDirector
Ivy BellSecretary Director
David L AuthTreasurer Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Stephanie PastoreContractor-$7,665
Aliye CulluContractor-$3,678
Bill HammondContractor-$3,215
Chuck SkellyContractor-$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$256,337
Program Service Revenue
$25,469
Investment Income
$232
Other Revenue
$-2,231
All Other Contributions
$177,773
Change in Net Assets
$20,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,886
Salaries, Compensation, and Employee Benefits$105,272
Grants and Similar Amounts Paid$22,447
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,041--$96,041
Depreciation Depletion$28,351--$28,351
Occupancy$26,917--$26,917
Grants to Domestic Orgs$22,447--$22,447
Advertising$12,444--$12,444
Payroll Taxes$9,231--$9,231
Insurance$7,104--$7,104
Office Expenses$6,511--$6,511
Information Technology$4,915--$4,915
Travel$1,825--$1,825
Other Expenses$186--$186
All Other Expenses$90$0$0$90
Total Functional Expenses$259,605$0$0$259,605

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1-$0-$0
Event 2-$0-$0
Total Events$0$0$0$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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11

A copy of the return is provided to the executive director and the treasurer prior to filing.

PART VI, SECTION B, LINE 12C

A conflict of interest policy is in place.

Part VI, Section B, Line 15

Document retention is handled at the executive director level.

Part VI, Section C, Line 18

Requests for the document may be made via mail.

Part VI, Section C, Line 19

VIA MAIL.

Filing and Contact Details

Filer

EIN
59-2885199
Phone
3523782280

Signing Officer

Name
Betsy Albury
Title
Interim Executive Director
Signed
2014-04-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Betsy Albury
Formed
1987
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
20

Preparer

Preparer
Beverly Clapp
Phone
3523389293
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2231
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt09810
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/NondeductibleContriDisclInd0false
IRS990/OccupancyGrp/ProgramServicesAmt026917
IRS990/OccupancyGrp/TotalAmt026917
IRS990/OfficeExpensesGrp/ProgramServicesAmt06511
IRS990/OfficeExpensesGrp/TotalAmt06511
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03776
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc2COLLECTION EVENT EXHIBIT
IRS990/OtherExpensesGrp/Desc3LICENSES ANNUAL FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt08025
IRS990/OtherExpensesGrp/ProgramServicesAmt165
IRS990/OtherExpensesGrp/ProgramServicesAmt235453
IRS990/OtherExpensesGrp/ProgramServicesAmt3186
IRS990/OtherExpensesGrp/TotalAmt08025
IRS990/OtherExpensesGrp/TotalAmt165
IRS990/OtherExpensesGrp/TotalAmt235453
IRS990/OtherExpensesGrp/TotalAmt3186
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt06460
IRS990/OtherLiabilitiesGrp/EOYAmt02101
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096041
IRS990/OtherSalariesAndWagesGrp/TotalAmt096041
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt09231
IRS990/PayrollTaxesGrp/TotalAmt09231
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BETSY ALBURY
IRS990/PriorPeriodAdjustmentsAmt0-2684
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0999999
IRS990/ProgramServiceRevenueGrp/BusinessCd1456220
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP
IRS990/ProgramServiceRevenueGrp/Desc1MUSEUM SHOP FUNDRAISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12170
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02170
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250115
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0142763
IRS990/PYOtherRevenueAmt0-25974
IRS990/PYProgramServiceRevenueAmt022477
IRS990/PYRevenuesLessExpensesAmt017045
IRS990/PYSalariesCompEmpBnftPaidAmt086811
IRS990/PYTotalExpensesAmt0229574
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0246619
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt020202
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt0-2231
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0834967
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0852485
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283088
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0346088
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0256337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0131065
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0132586
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0133997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0904100
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0427
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07489
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0427
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07932
IRS990ScheduleA/InvestmentIncomeCYPct00.0088
IRS990ScheduleA/InvestmentIncomePYPct00.0137
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt011980
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0-23253
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-2160
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01170
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01195
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-11068
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00.9619
IRS990ScheduleA/PublicSupportTotal509Amt0904100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.01$1.36$0.33$0.36$0.03
2023Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.33$0.36$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.31$0.29$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.36$0.24$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.18$0.26$0.08
2019Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.14$0.22$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.19$0.29$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.01$1.52$0.25$0.34$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.65$0.22$0.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.07$1.17$0.32$0.28$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.22$0.26$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.28$0.26$0.02
2012Summary only. Only limited summary data is available for this year.$0.84$0.01$0.83$0.25$0.23$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.89$0.15