Civic Intelligence

Historic St. Augustine Research Institute Inc.

990PF • Fiscal year 2022 • EIN 59-3674076

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 18, 2024

PO Box 1027St Augusitne, FL 32085

(904) 829-8481

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

13%

Higher net margin than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

499900%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$6,343

Up $645 (+11%) from 2021

Net Assets

Up

$6,343

Up $645 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$5,000

Up $5,000 from 2021

Expenses

Up

$4,355

Up $3,235 (+289%) from 2021

Net Income

Up

$645

Up $1,765 (+158%) from 2021

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2012: $13,045Liabilities 2012: $0Net Assets 2012: $13,0452012Assets 2013: $9,397Liabilities 2013: $0Net Assets 2013: $9,3972013Assets 2014: $5,873Liabilities 2014: $0Net Assets 2014: $5,8732014Assets 2015: $13,477Liabilities 2015: $0Net Assets 2015: $13,4772015Assets 2016: $9,393Liabilities 2016: $0Net Assets 2016: $9,3932016Assets 2017: $6,849Liabilities 2017: $0Net Assets 2017: $6,8492017Assets 2018: $8,888Liabilities 2018: $0Net Assets 2018: $8,8882018Assets 2019: $18,869Liabilities 2019: $0Net Assets 2019: $18,8692019Assets 2020: $6,818Liabilities 2020: $0Net Assets 2020: $6,8182020Assets 2021: $5,698Liabilities 2021: $0Net Assets 2021: $5,6982021Assets 2022: $6,343Liabilities 2022: $0Net Assets 2022: $6,3432022Assets 2023: $16,233Liabilities 2023: $0Net Assets 2023: $16,2332023Assets 2024: $986Liabilities 2024: $0Net Assets 2024: $9862024

Highlighted filing

2022

Assets$6,343
Liabilities$0
Net Assets$6,343

Operations Trend

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

$40K$20K$0-$20KExpenses 2012: $26,9122012Revenue 2013: $27,967Expenses 2013: $31,615Net Income 2013: -$3,6482013Revenue 2014: $29,880Expenses 2014: $33,404Net Income 2014: -$3,5242014Revenue 2015: $28,647Expenses 2015: $21,043Net Income 2015: $7,6042015Revenue 2016: $5,000Expenses 2016: $9,084Net Income 2016: -$4,0842016Revenue 2017: $20,018Expenses 2017: $22,562Net Income 2017: -$2,5442017Revenue 2018: $28,500Expenses 2018: $26,461Net Income 2018: $2,0392018Revenue 2019: $29,468Expenses 2019: $19,487Net Income 2019: $9,9812019Revenue 2020: $0Expenses 2020: $12,051Net Income 2020: -$12,0512020Revenue 2021: $0Expenses 2021: $1,120Net Income 2021: -$1,1202021Revenue 2022: $5,000Expenses 2022: $4,355Net Income 2022: $6452022Revenue 2023: $20,000Expenses 2023: $10,110Net Income 2023: $9,8902023Revenue 2024: $19,000Expenses 2024: $34,247Net Income 2024: -$15,2472024

Highlighted filing

2022

Revenue$5,000
Expenses$4,355
Net Income$645
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 18, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR KATHLEEN DEAGANChair-$0--
DR THOMAS GRAHAMVice Chair-$0--
JOY MACMILLANTreasurer-$0--
WILLIAM ABAREMember-$0--
DR JAMES CUSICKMember-$0--
TRACY UPCHURCHMember-$0--
NANCY SIKES-KLINEMember-$0--
Filing and Contact Details

Filer

Filer Name
Historic St Augustine
EIN
59-3674076
Phone
9048298481
Address
PO BOX 1027, ST AUGUSITNE, FL 32085

Signing Officer

Name
Joy Macmillan
Title
Treasurer
Phone
9048298491
Signed
2024-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Abare Kresge & Associates Cpas
Address
1200 PLANTATION ISLAND DRIVE, ST AUGUSTINE, FL 32080
Preparer
William T Abare Iii CPA
Phone
9044600747
Raw XML Appendix343 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DR THOMAS GRAHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOY MACMILLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM ABARE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032084
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09048298491
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FLAGLER.EDU/HSARI
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO ENCOURAGE, COORDINATE, AND DISSEMINATE ACTIVE ACADEMIC RESEARCH RELATED TO THE HISTORY, ARCHEOLOGY, & HISTORICAL ARCHITECTURE OF ST. AUGUSTINE & APPLY IN SUPPORT OF HISTORIC PRESERVATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt04354
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS NOT A FORMAL FORM THAT APPLICANTS SUBMIT. HOWEVER, THE ORGANIZATION DOES HAVE ESTABLISHED GUIDELINES AND REQUIREMENTS FOR APPLICANTS THAT ARE AVAILABLE UPON REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BOARD OF DIRECTORS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09048298481
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1027
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ST AUGUSTINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032085
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AN AWARD MAY COVER ANY ASPECT OF A QUALIFIED RESEARCH PROJECT SUCH AS TRAVEL TO CONDUCT RESEARCH, COSTS OF EXCAVATION, ON-SITE LODGING, RESEARCH MATERIALS, AND COSTS OF CLERICAL, SECRETARIAL, TRANSLATION, RESEARCH OR TRANSCRIPTION ASSISTANCE. SPECIFICALLY EXCLUDED FROM FUNDING ARE THE PURCHASE OF EQUIPMENT, INDIRECT COSTS OR INSTITUTIONAL OVERHEAD AND PUBLICATION SUBSIDIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE BOARD OF DIRECTORS REVIEW PROPOSALS SEMI-ANNUALLY.
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050111
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020539
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04355
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04355
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ST AUGUSTINE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt074 KING ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST AUGUSTINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032084
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0HONORARIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SPEAKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt070
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOY MACMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09048298491
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC ST AUGUSTINE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESEARCH INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0593674076
ReturnHeader/Filer/PhoneNum09048298481
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1027
ReturnHeader/Filer/USAddress/CityNm0ST AUGUSITNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320025877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABARE KRESGE & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 PLANTATION ISLAND DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST AUGUSTINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032080
ReturnHeader/PreparerPersonGrp/PhoneNum09044600747
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM T ABARE III CPA
ReturnHeader/ReturnTs02024-01-29T07:32:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACMILLAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$19.0$34.2$15.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$20.0$10.1$9.89
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$5.00$4.36$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.00$5.70$0.00$1.12$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$0.00$12.1$12.1
2019Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$29.5$19.5$9.98
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$28.5$26.5$2.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.00$6.85$20.0$22.6$2.54
2016Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$5.00$9.08$4.08
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$28.6$21.0$7.60
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.87$0.00$5.87$29.9$33.4$3.52
2013Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$28.0$31.6$3.65
2012Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$26.9