Civic Intelligence

Mandarin Museum & Historical Societyinc

EIN 59-3044701 • 501(c)3 • Jacksonville, FL

Profile

MMHS is a private, not-for profit, education and research institution, operated for the benefit of the entire community, whose mission is to research topics, collect, preserve, interpret, and exhibit documents and objects that relate to the history of Mandarin and its people.

PO Box 23601Jacksonville, FL 32241

www.mandarinmuseum.net

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

288%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$769,281

Up $250,888 (+48%) from 2023

Liabilities

Down

$1,012

Down $1,588 (-61%) from 2023

Net Assets

Up

$768,269

Up $252,476 (+49%) from 2023

Revenue

Up

$363,784

Up $270,126 (+288%) from 2023

Expenses

Up

$111,308

Up $22,575 (+25%) from 2023

Net Income

Up

$252,476

Up $247,551 (+5026%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $15,868Liabilities 2010: $0Net Assets 2010: $15,8682010Assets 2011: $5,755Liabilities 2011: $0Net Assets 2011: $5,7552011Assets 2012: $18,901Liabilities 2012: $0Net Assets 2012: $18,9012012Assets 2013: $35,608Liabilities 2013: $0Net Assets 2013: $35,6082013Assets 2014: $118,909Liabilities 2014: $62,617Net Assets 2014: $56,2922014Assets 2015: $104,948Liabilities 2015: $23,441Net Assets 2015: $81,5072015Assets 2016: $129,308Liabilities 2016: $40,190Net Assets 2016: $89,1182016Assets 2017: $175,269Liabilities 2017: $40,190Net Assets 2017: $135,0792017Assets 2018: $252,431Liabilities 2018: $40,190Net Assets 2018: $212,2412018Assets 2019: $280,281Liabilities 2019: $277Net Assets 2019: $280,0042019Assets 2020: $335,245Liabilities 2020: $162Net Assets 2020: $335,0832020Assets 2021: $369,015Liabilities 2021: $280Net Assets 2021: $368,7352021Assets 2022: $511,192Liabilities 2022: $324Net Assets 2022: $510,8682022Assets 2023: $518,393Liabilities 2023: $2,600Net Assets 2023: $515,7932023Assets 2024: $769,281Liabilities 2024: $1,012Net Assets 2024: $768,2692024

Highlighted filing

2024

Assets$769,281
Liabilities$1,012
Net Assets$768,269

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $51,017Expenses 2010: $64,543Net Income 2010: -$13,5262010Revenue 2011: $41,621Expenses 2011: $51,734Net Income 2011: -$10,1132011Revenue 2012: $25,414Expenses 2012: $12,268Net Income 2012: $13,1462012Revenue 2013: $31,501Expenses 2013: $14,794Net Income 2013: $16,7072013Revenue 2014: $52,692Expenses 2014: $32,008Net Income 2014: $20,6842014Revenue 2015: $44,660Expenses 2015: $19,445Net Income 2015: $25,2152015Revenue 2016: $39,052Expenses 2016: $31,441Net Income 2016: $7,6112016Revenue 2017: $82,407Expenses 2017: $36,446Net Income 2017: $45,9612017Revenue 2018: $113,860Expenses 2018: $36,698Net Income 2018: $77,1622018Revenue 2019: $98,497Expenses 2019: $30,734Net Income 2019: $67,7632019Revenue 2020: $83,267Expenses 2020: $28,188Net Income 2020: $55,0792020Revenue 2021: $65,803Expenses 2021: $32,151Net Income 2021: $33,6522021Revenue 2022: $193,010Expenses 2022: $50,877Net Income 2022: $142,1332022Revenue 2023: $93,658Expenses 2023: $88,733Net Income 2023: $4,9252023Revenue 2024: $363,784Expenses 2024: $111,308Net Income 2024: $252,4762024

Highlighted filing

2024

Revenue$363,784
Expenses$111,308
Net Income$252,476

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.01$7.68$3.64$1.11$2.52
2023Detailed filing. Detailed filing data is available for this year.$5.18$0.03$5.16$0.94$0.89$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.00$5.11$1.93$0.51$1.42
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.66$0.32$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.83$0.28$0.55
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.98$0.31$0.68
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.40$2.12$1.14$0.37$0.77
2017Detailed filing. Detailed filing data is available for this year.$1.75$0.40$1.35$0.82$0.36$0.46
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.40$0.89$0.39$0.31$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.23$0.82$0.45$0.19$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.63$0.56$0.53$0.32$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.32$0.15$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.25$0.12$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.42$0.52$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.51$0.65$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Sep 4, 2025
Return Version
2023v6.0
Gross Receipts
$373,357
Mission and Program Overview

Mission

MMHS is a private, not-for profit, education and research institution, operated for the benefit of the entire community, whose mission is to research topics, collect, preserve, interpret, and exhibit documents and objects that relate to the history of Mandarin and its people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$246,274$398,756▲ $152,482
Land, Buildings, and Equipment, Net$44,544$142,950▲ $98,406
Inventories for Sale or Use$500$500→ $0
Total Assets$518,393$769,281▲ $250,888
Other Assets Total$227,075$227,075→ $0
Liabilities
Other Liabilities$2,600$1,012▼ $1,588
Total Liabilities$2,600$1,012▼ $1,588
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$440,339$545,448▲ $105,109
Net Assets With Donor Restrictions$75,454$222,821▲ $147,367
Total Net Assets Fund Balance$515,793$768,269▲ $252,476
Total Liabilities and Net Assets / Fund Balance$518,393$769,281▲ $250,888

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$142,950$2,350$145,300
Other Assets Org$227,075--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dr Patrick PlumleePresident
Sandy ArpenVice President
Anne MorrowDirector
Bruce VaccaDirector
Gabrielle DempseyDirector
Henry DavisDirector
Hope FerrignoDirector
Karen DroegeDirector
Karen RoumillatDirector
Michael MyersDirector
Mike WoodwardDirector
Rev Roger LD WilliamsDirector
Roger SallasDirector
Susan FordDirector
Virginia BarkerDirector
Dr Jim WalerSecretary
Steven RawlinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$335,212
Program Service Revenue
$0
Investment Income
$3,510
Other Revenue
$25,062
All Other Contributions
$280,360
Change in Net Assets
$252,476

Audited Revenue Reconciliation

Revenue per Audited Statements
$363,784
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,572
Total Revenue per Audited Statements
$373,356
Total Revenue per Form 990
$363,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$72,964
Other Expenses$38,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,669--$66,669
All Other Expenses$12,914$1,457-$14,371
Payroll Taxes$6,295--$6,295
Insurance$3,369$1,123-$4,492
Office Expenses$2,858$953-$3,811
Other Expenses$2,341$780-$3,121
Advertising$75$25-$100
Total Functional Expenses$104,947$6,361$0$111,308

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$120,880
Expenses per Audited Statements$111,308
Total Expenses per Form 990$111,308
Expenses Not Reported on Form 990$9,572
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,448
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Dinner$17,555-$5,448-
Total Events$17,555-$5,448$-5,448
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Taxes Payable$1,012
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The Organization provides a copy of the Form 990 to any member of the board who requests it. The Form 990 is reviewed by the President and the Finance Committee prior to remitting to the Internal Revenue Service.

Form 990, Part VI, Section B, line 12C

The organization distributes its conflict of interest policy on an annual basis to every key employee, officer, board director and standing committee member and requests disclosure of any potential conflicts of interest. The President of the organization reviews any disclosures made during this annual review. If a matter is raised that may be a conflict of interest, the President refers the matter to the board of directors and appropriate follow up is undertaken as set forth in the policy. The organization's conflict of interest policy requires, among other things, that individuals with conflicts of interest with respect to a transaction or action may not participate in the decision-making with respect to that transaction or action and in some circumstances may not participate in the discussion.

Form 990, Part VI, Section C, line 19

The organization does not make public its governing documents, conflict of interest policy or financial statements.

Filing and Contact Details

Filer

Filer Name
Mandarin Museum & Historical SocietyInc
EIN
59-3044701
Phone
9042680784
Address
PO Box 23601, Jacksonville, FL 32241

Signing Officer

Name
Dr Patrick Plumlee
Title
President
Phone
9042680784
Signed
2025-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Patrick Plumlee
Formed
1990
Legal Domicile
Fl
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
0

Preparer

Firm
Masters Smith & Wisby PA
Address
4651 Salisbury Road Suite 185, Jacksonville, FL 32256
Preparer
Steven D RawlinsCPA
Phone
9043962202
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

Brochures: Program service expenses 1,906. Management and general expenses 635. Fundraising expenses 0. Total expenses 2,541. Exhibit Costs & Education Materials: Program service expenses 2,034. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,034. Pest control: Program service expenses 1,931. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,931. Bank charges: Program service expenses 1,745. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,745. Contracted Services: Program service expenses 868. Management and general expenses 289. Fundraising expenses 0. Total expenses 1,157. Printing/Postage: Program service expenses 854. Management and general expenses 285. Fundraising expenses 0. Total expenses 1,139. Alarm System: Program service expenses 1,106. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,106. Dues and Subscriptions: Program service expenses 1,078. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,078. Repairs and Maintenance: Program service expenses 444. Management and general expenses 148. Fundraising expenses 0. Total expenses 592. Volunteer Program: Program service expenses 381. Management and general expenses 0. Fundraising expenses 0. Total expenses 381. Supplies: Program service expenses 184. Management and general expenses 0. Fundraising expenses 0. Total expenses 184. Entertainment/Team Building: Program service expenses 153. Management and general expenses 0. Fundraising expenses 0. Total expenses 153. Stipends and Honoraria: Program service expenses 100. Management and general expenses 0. Fundraising expenses 0. Total expenses 100. Licenses permits: Program service expenses 0. Management and general expenses 77. Fundraising expenses 0. Total expenses 77. Annual registration fee: Program service expenses 61. Management and general expenses 0. Fundraising expenses 0. Total expenses 61. Miscellaneous Expense: Program service expenses 46. Management and general expenses 15. Fundraising expenses 0. Total expenses 61. Travel: Program service expenses 23. Management and general expenses 8. Fundraising expenses 0. Total expenses 31.

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

Cost of goods sold netted against product sales revenue 4,125. Fundraising expenses netted against fundraising revenue 5,447.

Part XII, Line 2D - Other Adjustments:

Expense amount included in financials- cost of goods sold 4,125. Expense amount included in financials- fundraising expenses 5,447.

Raw XML AppendixShowing 400 of 496 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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IRS990/Form990PartVIISectionAGrp/PersonNm11Michael Myers
IRS990/Form990PartVIISectionAGrp/PersonNm12Karen Roumillat
IRS990/Form990PartVIISectionAGrp/PersonNm13Roger Sallas
IRS990/Form990PartVIISectionAGrp/PersonNm14Bruce Vacca
IRS990/Form990PartVIISectionAGrp/PersonNm15Rev Roger LD Williams
IRS990/Form990PartVIISectionAGrp/PersonNm16Mike Woodward
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IRS990/PrincipalOfficerNm0Dr Patrick Plumlee
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IRS990/ProgSrvcAccomActy2Grp/Desc0School Programs: Each year elementary school children take part in field trips to the Mandarin Store, Post Office, and Walter Jones Historical Park. Museum Facility: Operated in partnership with City of Jacksonville. Exhibits include historic timeline, Maple Leaf shipwreck, Harriett B. Stowe and importance of African American history in the area. The COVID-19 pandemic has interrupted many programs - some events and displays have been rescheduled or canceled.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Cost of goods sold netted against product sales revenue 4,125. Fundraising expenses netted against fundraising revenue 5,447.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Expense amount included in financials- cost of goods sold 4,125. Expense amount included in financials- fundraising expenses 5,447.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
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