Civic Intelligence

Clermont Historical Society

EIN 59-3544324 • 501(c)3 • Clermont, FL

Profile

Collect and Preserve Historical Blgs

490 West AveClermont, FL 34711

clermontvillage.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-384%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

16th percentile

-59%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-85%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$46,291

Down $623 (-1.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$46,291

Down $623 (-1.3%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

Up

$18,293

Up $1,044 (+6.1%) from 2022

Expenses

Down

$18,916

Down $64,565 (-77%) from 2022

Net Income

Up

-$623

Up $65,609 (+99%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$200K$150K$100K$50K$0Assets 2010: $112,702Net Assets 2010: $112,7022010Assets 2011: $131,962Net Assets 2011: $131,9622011Assets 2012: $145,997Net Assets 2012: $145,9972012Assets 2013: $161,118Liabilities 2013: $400Net Assets 2013: $160,7182013Assets 2014: $172,270Liabilities 2014: $710Net Assets 2014: $171,5602014Assets 2021: $113,146Liabilities 2021: $0Net Assets 2021: $113,1462021Assets 2022: $46,914Liabilities 2022: $0Net Assets 2022: $46,9142022Assets 2023: $46,291Liabilities 2023: $0Net Assets 2023: $46,2912023

Highlighted filing

2023

Assets$46,291
Liabilities$0
Net Assets$46,291
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $12,763Expenses 2010: $10,122Net Income 2010: $2,6412010Revenue 2011: $36,425Expenses 2011: $17,166Net Income 2011: $19,2592011Revenue 2012: $42,368Expenses 2012: $28,333Net Income 2012: $14,0352012Revenue 2013: $45,056Expenses 2013: $30,335Net Income 2013: $14,7212013Revenue 2014: $31,998Expenses 2014: $21,156Net Income 2014: $10,8422014Revenue 2021: $111,550Expenses 2021: $45,152Net Income 2021: $66,3982021Revenue 2022: $17,249Expenses 2022: $83,481Net Income 2022: -$66,2322022Revenue 2023: $18,293Expenses 2023: $18,916Net Income 2023: -$6232023

Highlighted filing

2023

Revenue$18,293
Expenses$18,916
Net Income-$623
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,291
Liabilities
$0
Net assets
$46,291
Revenue
$18,293
Expenses
$18,916
Net income
-$623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.18$0.19$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.17$0.83$0.66
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.12$0.45$0.66
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.72$0.32$0.21$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.45$0.30$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$0.42$0.28$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$1.32$0.36$0.17$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.13$0.13$0.10$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Gross Receipts
$18,381
Mission and Program Overview

Mission

Collect and Preserve Historical Blgs

Program Services

DescriptionGrantsExpenses
To Further the Organizations Purpose of Maintaining, Preserving and Sharing the History of Pioneering Families of South Lake County FL-$19,008
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim BriggsPresidentPT$0--
Devon ColeVice PresidentPT$0--
Karen MillerBoard Member-$0--
Donna DigennaroSecretaryPT$0--
Micki Blackburn NagleCEOPT$0--
Larry OskinBoard Member-$0--
Dieter GrubeTreasurerPT$0--
Chuck SeaverBoard Member-$0--
Charlie FrostBoard Member-$0--
Valerie BronsonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Clermont Historical Society
EIN
59-3544324
Address
490 West Ave, Clermont, FL 34711

Signing Officer

Name
James Briggs
Title
President
Phone
3523948709
Signed
2024-04-22
Discuss with paid preparer
Yes

Preparer

Firm
2Gether Financial Services Inc
Address
3901 Indigo Road, Groveland, FL 34736
Preparer
Gizella Guba
Phone
3524088637
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRent 5,485Interest Income Savings 4Memorial Bricks 1,925”

Description of other expenses Part I line 16

“Description AmountAdvertising 1,037Sponorship 150Membership Dues 236Insurance 645Fees 451Office Supplies 194Repair and Maintenance 429Annual Report 61Bricks 810Refund and Allowances 53”

Raw XML Appendix182 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Clermont
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034711
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046914
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IRS990EZ/ExcessOrDeficitForYearAmt0-623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046291
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0113
IRS990EZ/GrossReceiptsAmt018381
IRS990EZ/GrossSalesOfInventoryAmt0201
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0620
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046914
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046291
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046914
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046291
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Briggs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Devon Cole
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Donna Digennaro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Micki Blackburn Nagle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Larry Oskin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dieter Grube
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chuck Seaver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Charlie Frost
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Valerie Bronson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04066
IRS990EZ/OtherRevenueTotalAmt07414
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Collect and Preserve Historical Blgs
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To Further the Organizations Purpose of Maintaining, Preserving and Sharing the History of Pioneering Families of South Lake County FL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019008
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018916
IRS990EZ/TotalProgramServiceExpensesAmt019008
IRS990EZ/TotalRevenueAmt018293
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0clermontvillage.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018433
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0112294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt040540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0215430
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0215430
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018433
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0112294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt040540
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0215430
IRS990ScheduleA/TotalSupportAmt0215430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRent 5,485Interest Income Savings 4Memorial Bricks 1,925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAdvertising 1,037Sponorship 150Membership Dues 236Insurance 645Fees 451Office Supplies 194Repair and Maintenance 429Annual Report 61Bricks 810Refund and Allowances 53
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Briggs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03523948709
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clermont Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0CLER
ReturnHeader/Filer/EIN0593544324
ReturnHeader/Filer/USAddress/AddressLine1Txt0490 West Ave
ReturnHeader/Filer/USAddress/CityNm0Clermont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034711
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264729631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt02Gether Financial Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03901 Indigo Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Groveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034736
ReturnHeader/PreparerPersonGrp/PhoneNum03524088637
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gizella Guba
ReturnHeader/ReturnTs02024-04-22T14:20:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0James
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Briggs
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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