Civic Intelligence

Florida Historical Society Inc

EIN 59-6153077 • 501(c)3 • Cocoa, FL

Profile

Mission statement: the florida historical society is dedicated to preserving florida's past through the collection and archival maintenance of historical documents and photographs, the publication of scholarly research on florida history, and educating the public about florida history through a variety of public history programs. The florida historical society: produces the prestigious florida historical quarterly; broadcasts the popular radio program florida frontiers statewide; published high quality nonfiction and fictional works based on florida history; enables important and meaningful scholar and public research; provides essential outreach and educational programs; and raises awareness of the rich and diverse historical resources and stories of florida.

435 Brevard AvenueCocoa, FL 32922

www.myfloridahistory.org

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.03x

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

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

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

4.7%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,573,259

Up $70,993 (+4.7%) from 2023

Liabilities

Up

$22,186

Up $10,548 (+91%) from 2023

Net Assets

Up

$1,551,073

Up $60,445 (+4.1%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin57th percentile

Revenue

Down

$768,224

Down $118,120 (-13%) from 2023

Expenses

Down

$706,398

Down $22,844 (-3.1%) from 2023

Net Income

Down

$61,826

Down $95,276 (-61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $753,038Liabilities 2010: $44,737Net Assets 2010: $708,3012010Assets 2011: $778,368Liabilities 2011: $55,503Net Assets 2011: $722,8652011Assets 2012: $795,118Liabilities 2012: $123,752Net Assets 2012: $671,3662012Assets 2013: $729,124Liabilities 2013: $22,923Net Assets 2013: $706,2012013Assets 2014: $1,282,571Liabilities 2014: $37,681Net Assets 2014: $1,244,8902014Assets 2015: $1,241,745Liabilities 2015: $40,971Net Assets 2015: $1,200,7742015Assets 2016: $1,185,447Liabilities 2016: $115,240Net Assets 2016: $1,070,2072016Assets 2017: $1,096,305Liabilities 2017: $117,017Net Assets 2017: $979,2882017Assets 2018: $1,017,243Liabilities 2018: $58,243Net Assets 2018: $959,0002018Assets 2019: $1,205,130Liabilities 2019: $72,600Net Assets 2019: $1,132,5302019Assets 2020: $1,172,543Liabilities 2020: $81,548Net Assets 2020: $1,090,9952020Assets 2021: $720,627Liabilities 2021: $63,620Net Assets 2021: $657,0072021Assets 2022: $1,362,090Liabilities 2022: $25,804Net Assets 2022: $1,336,2862022Assets 2023: $1,502,266Liabilities 2023: $11,638Net Assets 2023: $1,490,6282023Assets 2024: $1,573,259Liabilities 2024: $22,186Net Assets 2024: $1,551,0732024

Highlighted filing

2024

Assets$1,573,259
Liabilities$22,186
Net Assets$1,551,073
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $672,844Expenses 2010: $685,836Net Income 2010: -$12,9922010Revenue 2011: $658,871Expenses 2011: $642,109Net Income 2011: $16,7622011Expenses 2012: $614,7082012Revenue 2013: $738,379Expenses 2013: $702,753Net Income 2013: $35,6262013Revenue 2014: $1,173,859Expenses 2014: $657,673Net Income 2014: $516,1862014Revenue 2015: $726,745Expenses 2015: $767,559Net Income 2015: -$40,8142015Revenue 2016: $609,712Expenses 2016: $734,949Net Income 2016: -$125,2372016Revenue 2017: $625,431Expenses 2017: $712,378Net Income 2017: -$86,9472017Revenue 2018: $650,884Expenses 2018: $668,169Net Income 2018: -$17,2852018Revenue 2019: $838,763Expenses 2019: $681,717Net Income 2019: $157,0462019Revenue 2020: $558,067Expenses 2020: $589,250Net Income 2020: -$31,1832020Revenue 2021: $123,245Expenses 2021: $550,211Net Income 2021: -$426,9662021Revenue 2022: $1,310,543Expenses 2022: $628,215Net Income 2022: $682,3282022Revenue 2023: $886,344Expenses 2023: $729,242Net Income 2023: $157,1022023Revenue 2024: $768,224Expenses 2024: $706,398Net Income 2024: $61,8262024

Highlighted filing

2024

Revenue$768,224
Expenses$706,398
Net Income$61,826
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,573,259
Liabilities
$22,186
Net assets
$1,551,073
Revenue
$768,224
Expenses
$706,398
Net income
$61,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.55$0.77$0.71$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.49$0.89$0.73$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.03$1.34$1.31$0.63$0.68
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.06$0.66$0.12$0.55$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.08$1.09$0.56$0.59$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.07$1.13$0.84$0.68$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.06$0.96$0.65$0.67$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.12$0.98$0.63$0.71$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.12$1.07$0.61$0.73$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$0.73$0.77$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$1.17$0.66$0.52
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.74$0.70$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.12$0.67$0.61
2011Summary only. Only limited summary data is available for this year.$0.78$0.06$0.72$0.66$0.64$0.02
2010Summary only. Only limited summary data is available for this year.$0.75$0.04$0.71$0.67$0.69$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.0
Gross Receipts
$768,224
Mission and Program Overview

Mission

Mission statement: the florida historical society is dedicated to preserving florida's past through the collection and archival maintenance of historical documents and photographs, the publication of scholarly research on florida history, and educating the public about florida history through a variety of public history programs. The florida historical society: produces the prestigious florida historical quarterly; broadcasts the popular radio program florida frontiers statewide; published high quality nonfiction and fictional works based on florida history; enables important and meaningful scholar and public research; provides essential outreach and educational programs; and raises awareness of the rich and diverse historical resources and stories of florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$736,746$885,071▲ $148,325
Land, Buildings, and Equipment, Net$270,654$254,715▼ $15,939
Inventories for Sale or Use$182,249$178,767▼ $3,482
Cash and Non-Interest-Bearing Accounts$274,404$174,245▼ $100,159
Accounts Receivable$3,889$44,392▲ $40,503
Prepaid Expenses and Deferred Charges$3,443$5,188▲ $1,745
Total Assets$1,502,266$1,573,259▲ $70,993
Other Assets Total$30,881$30,881→ $0
Liabilities
Other Liabilities-$14,667-
Accounts Payable and Accrued Expenses$11,638$7,519▼ $4,119
Total Liabilities$11,638$22,186▲ $10,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,490,628$1,551,073▲ $60,445
Total Net Assets Fund Balance$1,490,628$1,551,073▲ $60,445
Total Liabilities and Net Assets / Fund Balance$1,502,266$1,573,259▲ $70,993

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$214,715$391,763$606,478
Land$40,000-$40,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Benjamin Brotemarkle PhdExecutive DiFT$98,345$98,345

Board Members and Trustees

NameTitle
James M DenhamPresident
Abel Bartley PhdDirector
David Jackson Jr PhdDirector
Irvin Ds Winsboro PhdDirector
Joy DickinsonDirector
Leonard Lempel PhdDirector
Paul OrtizDirector
Sandra ParksDirector
Tameka Hobbs PhdDirector
Tracy MooreDirector
Christopher RanckFirst VP
MAURICE O'SULLIVAN PHDPast Preside
K C SmithSecretary
Emily LisskaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$376,966
Program Service Revenue
$334,816
Investment Income
$56,442
Other Revenue
$0
All Other Contributions
$88,405
Change in Net Assets
$61,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$768,224
Total Revenue per Audited Statements
$768,224
Total Revenue per Form 990
$768,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,417
Other Expenses$319,981
Total Fundraising Expense$11,064
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$240,961$80,321-$321,282
Other Employee Benefits$26,581$10,224$4,089$40,894
Information Technology$25,733$8,578-$34,311
Conferences and Meetings$33,633--$33,633
Insurance$24,823$4,787-$29,610
All Other Expenses$23,954$1,771-$25,725
Payroll Taxes$16,885$5,254$2,102$24,241
Office Expenses$13,679$5,863-$19,542
Depreciation Depletion$11,586$2,972-$14,558
Other Expenses$11,422--$11,422
Fees for Services Accounting$8,015$435-$8,450
Fees for Services Other--$4,873$4,873
Travel$1,478$633-$2,111
Advertising$99--$99
Total Functional Expenses$574,496$120,838$11,064$706,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$707,779
Expenses per Audited Statements$706,398
Total Expenses per Form 990$706,398
Expenses Not Reported on Form 990$1,381
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 Expenses$14,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Organizational review of the 990 is conducted by the cfo and executive director.”

Form 990, Page 6, Part VI, Line 12C

“A conflict of interest disclosure form is filed annually by all staff and board members. The executive director and/or board of directors, as appropriate, determine actions required regarding enforcement of the policy.”

Form 990, Page 6, Part VI, Line 15A

“Selection: committee and full board approval”

Form 990, Page 6, Part VI, Line 15B

“Recommendation by executive director and full board approval”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Florida Historical Society Inc
EIN
59-6153077
Phone
3216901971
Address
435 BREVARD AVENUE, COCOA, FL 32922

Signing Officer

Name
Deanna Runyan
Title
CFO
Phone
3216901971
Signed
2025-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Benjamin Brotemarkle Phd
Formed
1905
Legal Domicile
Fl
Voting Board Members
18
Independent Board Members
18
Employees
10

Preparer

Firm
Taylor & Lockard Pa
Address
3960 SOUTH BANANA RIVER BLVD, COCOA BEACH, FL 32931
Preparer
Victoria B Lockard
Phone
3217844515
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Mission statement: the florida historical society is dedicated to preserving florida's past through the collection and archival maintenance of historical documents and photographs, the publication of scholarly research on florida history, and educating the public about florida history through a variety of public history programs. The florida historical society: produces the prestigious florida historical quarterly; broadcasts the popular radio program florida frontiers statewide; published high quality nonfiction and fictional works based on florida history; enables important and meaningful scholar and public research; provides essential outreach and educational programs; and raises awareness of the rich and diverse historical resources and stories of florida.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -1,381 book tax difference asset disp and dep 0 total -1,381”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 1,381”

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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/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14FIRST VP
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IRS990/MissionDesc0MISSION STATEMENT: THE FLORIDA HISTORICAL SOCIETY IS DEDICATED TO PRESERVING FLORIDA'S PAST THROUGH THE COLLECTION AND ARCHIVAL MAINTENANCE OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS, THE PUBLICATION OF SCHOLARLY RESEARCH ON FLORIDA HISTORY, AND EDUCATING THE PUBLIC ABOUT FLORIDA HISTORY THROUGH A VARIETY OF PUBLIC HISTORY PROGRAMS. THE FLORIDA HISTORICAL SOCIETY: PRODUCES THE PRESTIGIOUS FLORIDA HISTORICAL QUARTERLY; BROADCASTS THE POPULAR RADIO PROGRAM FLORIDA FRONTIERS STATEWIDE; PUBLISHED HIGH QUALITY NONFICTION AND FICTIONAL WORKS BASED ON FLORIDA HISTORY; ENABLES IMPORTANT AND MEANINGFUL SCHOLAR AND PUBLIC RESEARCH; PROVIDES ESSENTIAL OUTREACH AND EDUCATIONAL PROGRAMS; AND RAISES AWARENESS OF THE RICH AND DIVERSE HISTORICAL RESOURCES AND STORIES OF FLORIDA.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLICATIONS AND PRINTING: THE SOCIETY OPERATES THE FLORIDA HISTORICAL SOCIETY PRESS WHICH PUBLISHES A DIVERSE COLLECTON OF INTERESTING BOOKS, SCHOLARLY RESEARCH PUBLICATIONS AND THE FLORIDA HISTORICAL QUARTERLY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MANAGE, STAFF, MAINTAIN AND OVERSEE ALL MATTERS RELATED TO THE ROSSETTER HOUSE, PROPERTY AND MUSEUM, AND THE BREVARD MUSEUM OF SCIENCE.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOOK / TAX DEPRECIATION DIFFERENCE 1,381
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISSION STATEMENT: THE FLORIDA HISTORICAL SOCIETY IS DEDICATED TO PRESERVING FLORIDA'S PAST THROUGH THE COLLECTION AND ARCHIVAL MAINTENANCE OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS, THE PUBLICATION OF SCHOLARLY RESEARCH ON FLORIDA HISTORY, AND EDUCATING THE PUBLIC ABOUT FLORIDA HISTORY THROUGH A VARIETY OF PUBLIC HISTORY PROGRAMS. THE FLORIDA HISTORICAL SOCIETY: PRODUCES THE PRESTIGIOUS FLORIDA HISTORICAL QUARTERLY; BROADCASTS THE POPULAR RADIO PROGRAM FLORIDA FRONTIERS STATEWIDE; PUBLISHED HIGH QUALITY NONFICTION AND FICTIONAL WORKS BASED ON FLORIDA HISTORY; ENABLES IMPORTANT AND MEANINGFUL SCHOLAR AND PUBLIC RESEARCH; PROVIDES ESSENTIAL OUTREACH AND EDUCATIONAL PROGRAMS; AND RAISES AWARENESS OF THE RICH AND DIVERSE HISTORICAL RESOURCES AND STORIES OF FLORIDA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL REVIEW OF THE 990 IS CONDUCTED BY THE CFO AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST DISCLOSURE FORM IS FILED ANNUALLY BY ALL STAFF AND BOARD MEMBERS. THE EXECUTIVE DIRECTOR AND/OR BOARD OF DIRECTORS, AS APPROPRIATE, DETERMINE ACTIONS REQUIRED REGARDING ENFORCEMENT OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SELECTION: COMMITTEE AND FULL BOARD APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECOMMENDATION BY EXECUTIVE DIRECTOR AND FULL BOARD APPROVAL

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