Civic Intelligence

Jefferson County Historical Association

990EZ • Fiscal year 2015 • EIN 59-6153432

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 22, 2016

Organization ProfileN/A
P O Box 496Monticello, FL 32345

(850) 997-0777

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.44x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

95th percentile

193%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$116,351

Up $76,603 (+193%) from 2014

Net Assets

Up

$106,351

Up $66,603 (+168%) from 2014

Liabilities

$10,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin89th percentile

Revenue

Up

$22,728

Up $4,729 (+26%) from 2014

Expenses

Down

$13,402

Down $4,419 (-25%) from 2014

Net Income

Up

$9,326

Up $9,148 (+5139%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2012: $98,924Net Assets 2012: $98,9242012Assets 2014: $39,748Net Assets 2014: $39,7482014Assets 2015: $116,351Liabilities 2015: $10,000Net Assets 2015: $106,3512015Assets 2016: $138,644Liabilities 2016: $10,000Net Assets 2016: $128,6442016Assets 2017: $132,443Liabilities 2017: $10,000Net Assets 2017: $122,4432017Assets 2018: $202,005Liabilities 2018: $0Net Assets 2018: $202,0052018Assets 2019: $202,584Liabilities 2019: $0Net Assets 2019: $202,5842019Assets 2020: $194,476Net Assets 2020: $194,4762020Assets 2021: $197,614Net Assets 2021: $197,6142021Assets 2022: $200,504Liabilities 2022: $02022Assets 2023: $198,060Liabilities 2023: $02023Assets 2024: $196,332Net Assets 2024: $196,3322024

Highlighted filing

2015

Assets$116,351
Liabilities$10,000
Net Assets$106,351
Open 2015 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2012: $5,295Expenses 2012: $16,264Net Income 2012: -$10,9692012Revenue 2014: $17,999Expenses 2014: $17,821Net Income 2014: $1782014Revenue 2015: $22,728Expenses 2015: $13,402Net Income 2015: $9,3262015Revenue 2016: $50,341Expenses 2016: $28,048Net Income 2016: $22,2932016Revenue 2017: $38,788Expenses 2017: $44,989Net Income 2017: -$6,2012017Revenue 2018: $90,816Expenses 2018: $11,905Net Income 2018: $78,9112018Revenue 2019: $17,387Expenses 2019: $16,808Net Income 2019: $5792019Revenue 2020: $5,180Expenses 2020: $13,288Net Income 2020: -$8,1082020Revenue 2021: $17,899Expenses 2021: $14,761Net Income 2021: $3,1382021Revenue 2022: $12,539Expenses 2022: $14,648Net Income 2022: -$2,1092022Revenue 2023: $17,865Expenses 2023: $20,309Net Income 2023: -$2,4442023Revenue 2024: $21,727Expenses 2024: $23,455Net Income 2024: -$1,7282024

Highlighted filing

2015

Revenue$22,728
Expenses$13,402
Net Income$9,326
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 22, 2016
Return Version
2015v2.1
Gross Receipts
$22,728
Mission and Program Overview

Mission

Education and preservation

Program Services

DescriptionGrantsExpenses
TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF JEFFERSON COUNTY FLORIDA AND PRESERVE HISTORICAL VALUE. BENEFITS ARE PRIMARILY FOR COUNTY RESIDENTS.$4,500$10,331
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEULAH BRINSONPresident-$0--
MARY ANN CLARKEVice-President-$0--
JAY ADAMSTreasurer-$0--
CLAUDETTE MCRAESecretary-$0--
JACK CARSWELLDirector-$0--
BILL KIRKPATRICKExecutive Director-$0--
-Director-$0--
GRETCHEN AVERADirector-$0--
CLAUDETTE MCRAEDirector-$0--
ANNE HOLTAdvisor-$0--
BARBARA CULBREATHDirector-$0--
GLADYS ROANNAdvisor-$0--
LYNN WOJCIECHOWSKIAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson County Historical Association
EIN
59-6153432
Phone
8509970777
Address
P O BOX 496, MONTICELLO, FL 32345

Signing Officer

Name
Beulah Brinson
Title
President
Phone
8509970777
Signed
2016-02-22
Discuss with paid preparer
Yes

Preparer

Firm
C Luther Pickels CPA
Address
825 E Dogwood St, Monticello, FL 32344
Preparer
C Luther Pickels
Phone
8509970777
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Interest income 80. Misc. Income 143.”

Form 990EZ, Part I, Line 16

“Other 2189. Depreciation 0.”

Raw XML Appendix179 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/CityNm0MONTICELLO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037448
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056774
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013845
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09326
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0790
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt097025
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IRS990EZ/FundraisingGrossIncomeAmt08660
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022728
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt057277
IRS990EZ/LandAndBuildingsGrp/EOYAmt057277
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097025
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106351
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097025
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IRS990EZ/OccupancyRentUtltsAndMaintAmt010331
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0NICKI LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEULAH BRINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ANN CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAUDETTE MCRAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK CARSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL KIRKPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GRETCHEN AVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CLAUDETTE MCRAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ANNE HOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BARBARA CULBREATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GLADYS ROANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LYNN WOJCIECHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02300
IRS990EZ/OtherExpensesTotalAmt02189
IRS990EZ/OtherRevenueTotalAmt0223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF JEFFERSON COUNTY FLORIDA AND PRESERVE HISTORICAL VALUE. BENEFITS ARE PRIMARILY FOR COUNTY RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010331
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt08660
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013402
IRS990EZ/TotalProgramServiceExpensesAmt010331
IRS990EZ/TotalRevenueAmt022728
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0250
IRS990ScheduleA/InvestmentIncomeCYPct00.00770
IRS990ScheduleA/InvestmentIncomePYPct00.01360
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99230
IRS990ScheduleA/PublicSupportPY509Pct00.98640
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt032029
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05045
IRS990ScheduleA/Total509Grp/TotalAmt032029
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 80. MISC. INCOME 143.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER 2189. DEPRECIATION 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEULAH BRINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08509970777
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON COUNTY HISTORICAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0596153432
ReturnHeader/Filer/PhoneNum08509970777
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 496
ReturnHeader/Filer/USAddress/CityNm0MONTICELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C Luther Pickels CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 E Dogwood St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monticello
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032344
ReturnHeader/PreparerPersonGrp/PhoneNum08509970777
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C LUTHER PICKELS
ReturnHeader/ReturnTs02016-03-14T14:42:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,351
Liabilities
$10,000
Net assets
$106,351
Revenue
$22,728
Expenses
$13,402
Net income
$9,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$1.96$0.22$0.23$0.02
2023Summary only. Only limited summary data is available for this year.$1.98$0.00$0.18$0.20$0.02
2022Summary only. Only limited summary data is available for this year.$2.01$0.00$0.13$0.15$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.98$0.18$0.15$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.05$0.13$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.17$0.17$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.91$0.12$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.10$1.22$0.39$0.45$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.10$1.29$0.50$0.28$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.10$1.06$0.23$0.13$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.18$0.18$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.99$0.05$0.16$0.11