Civic Intelligence

Jefferson County Historical Association

990EZ • Fiscal year 2018 • EIN 59-6153432

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

85th percentile

53%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

134%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$202,005

Up $69,562 (+53%) from 2017

Net Assets

Up

$202,005

Up $79,562 (+65%) from 2017

Liabilities

Down

$0

Down $10,000 (-100%) from 2017

Revenue

Up

$90,816

Up $52,028 (+134%) from 2017

Expenses

Down

$11,905

Down $33,084 (-74%) from 2017

Net Income

Up

$78,911

Up $85,112 (+1373%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$202,005
Liabilities$0
Net Assets$202,005

Operations Trend

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

2018

Revenue$90,816
Expenses$11,905
Net Income$78,911
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$91,268
Mission and Program Overview

Mission

Education and preservation

Program Services

DescriptionGrantsExpenses
TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF JEFFERSONCOUNTY FLORIDA AND PRESERVE HISTORICAL VALUE.BENEFITS ARE PRIMARILY FOR COUNTY RESIDENTS.$0$10,034
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEULAH BRINSONPresident-$0--
MARY ANN CLARKEVice-President-$0--
CLAUDETTE MCRAESecretary/Treasurer-$0--
JACK CARSWELLDirector-$0--
-Director-$0--
GRETCHEN AVERADirector-$0--
CULBREATH BARBARA CDirector-$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
2019-05-07
Discuss with paid preparer
Yes

Preparer

Firm
C Luther Pickels & Associates
Address
990 S Jefferson St, Monticello, FL 32344
Preparer
Linda M Webb CPA
Phone
8509970777
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

INTEREST INCOME 144.

Form 990EZ, Part I, Line 16

Administrative costs 1388.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part I, Line 16

Misc costs 363.

Form 990EZ, Part I, Line 20

Adj to correct prior year ending balance 651.

Raw XML Appendix198 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTICELLO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEULAH BRINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY ANN CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAUDETTE MCRAE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JACK CARSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GRETCHEN AVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CULBREATH BARBARA C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02300
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02300
IRS990EZ/OtherChangesInNetAssetsAmt0651
IRS990EZ/OtherExpensesTotalAmt01751
IRS990EZ/OtherRevenueTotalAmt0144
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IRS990EZ/PrintingPublicationsPostageAmt0120
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010000
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011905
IRS990EZ/TotalProgramServiceExpensesAmt010034
IRS990EZ/TotalRevenueAmt090816
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.jcha1827.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013139
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0144744
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0144
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt089
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0233
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0144
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IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00140
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 144.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE COSTS 1388.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc costs 363.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJ TO CORRECT PRIOR YEAR ENDING BALANCE 651.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beulah Brinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08509970777
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
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
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ReturnHeader/Filer/USAddress/ZIPCd032345
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.220.148.10
ReturnHeader/FilingSecurityInformation/IPDt02019-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:31:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C Luther Pickels & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0990 S Jefferson St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monticello
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032344
ReturnHeader/PreparerPersonGrp/PhoneNum08509970777
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda M Webb CPA
ReturnHeader/ReturnTs02019-11-05T18:31:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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