Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Historical Society of Sarasota County
EIN 59-6169574 • 501(c)3 • Sarasota, FL
Profile
The Mission of the Historical Society of Sarasota County is to foster public awareness of the rich historical heritage of Sarasota County and the state of Florida, encourage inquiry and research into this history, promote collection and preservation of memorabilia, develop broader appreciation of the historical communities, and protect its historic sites and structures.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 41.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
33rd percentile
Faster revenue growth than 33% of similar nonprofits.
Balance Sheet
Assets
Up$424,466
Up $28,797 (+7.3%) from 2023
Liabilities
Down$1,245
Down $106 (-7.8%) from 2023
Net Assets
-
No earlier filing loaded for comparison.
Revenue
Down$86,830
Down $86,223 (-50%) from 2023
Expenses
Up$57,927
Up $908 (+1.6%) from 2023
Net Income
Down$28,903
Down $87,131 (-75%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZSummary only. Only limited summary data is available for this year.
- Assets
- $424,466
- Liabilities
- $1,245
- Net assets
- -
- Revenue
- $86,830
- Expenses
- $57,927
- Net income
- $28,903
Latest Detailed Filing
The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.
Jump To
Filing Snapshot
- Filing Period
- May 1, 2019 to Apr 30, 2020
- Signed
- Aug 28, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $92,704
Mission and Program Overview
Mission
The purposes of the Historical Society of Sarasota County are to curate the Bidwell-Wood House and the Crocker Memorial Church, to foster public awareness of the rich historical heritage of Sarasota County and the state of Florida, encourage inquiry and research into this history, promote collection and preservation of memorabilia, develop broader appreciation of the historical communities, and protect its historic sites and structures.
The Mission of the Historical Society of Sarasota County is to foster public awareness of the rich historical heritage of Sarasota County and the state of Florida, encourage inquiry and research into this history, promote collection and preservation of memorabilia, develop broader appreciation of the historical communities, and protect its historic sites and structures.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDING HISTORICAL INFORMATION AND EDUCATION FOR SARASOTA, FL | $62,979 | $48,635 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Linda Garcia | Site Manager | PT | $25,000 | - | $25,000 |
| Marsha Fottler | President | - | $0 | - | - |
| JoRita Stevens | At Large | - | $0 | - | - |
| Kathryn Chesley | Corresponding Secretary | - | $0 | - | - |
| Greg Dickinson | Vice President | - | $0 | - | - |
| Deborah Bowers | Treasurer | - | $0 | - | - |
| Brenda Lee Hickman | At Large | - | $0 | - | - |
| Reid Gerletti | At Large | - | $0 | - | - |
| Jeff LaHurd | At Large | - | $0 | - | - |
| Deborah Walk | Recording Secretary | - | $0 | - | - |
| Jon Stone | At Large | - | $0 | - | - |
| Betsy Lingenheld | At Large | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Hero of History Event | $21,160 | $21,160 | $3,312 | $17,848 |
| Le Barge Cruise | $11,081 | $11,081 | $248 | $10,833 |
| Total Events | $42,068 | $42,068 | $12,343 | $29,725 |
Filing and Contact Details
Filer
- Filer Name
- Historical Society of Sarasota County
- EIN
- 59-6169574
- Phone
- 9413649076
- Address
- PO Box 1632, Sarasota, FL 34230
Signing Officer
- Name
- Linda Garcia
- Title
- Site Manager
- Phone
- 9413649076
- Signed
- 2020-08-28
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8
“Income from church rental”
Form 990-EZ, Part I, Line 16
“Description;Amount^BANK CHARGES;725|PROGRAM SUPPLIES;1918|PROMOTION;757|DUES AND SUBSCRIPTIONS;1055|MEETINGS AND CONVENTIONS;1016^Total;5471^”
Form 990-EZ, Part II, Line 24
“Description;EOY Amount^OTHER ASSETS;7366|FURNITURE AND FIXTURES;4235^Total;11601^”
Form 990-EZ, Part II, Line 26
“Description;EOY Amount^ROSEMARY RESERVE;405^Total;405^”
Raw XML Appendix247 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Sarasota |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
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| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 13939 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 25095 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
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| IRS990EZ/GrossReceiptsAmt | 0 | 92704 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 25000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | At Large |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | At Large |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | At Large |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 57995 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 11601 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5471 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2850 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Mission of the Historical Society of Sarasota County is to foster public awareness of the rich historical heritage of Sarasota County and the state of Florida, encourage inquiry and research into this history, promote collection and preservation of memorabilia, develop broader appreciation of the historical communities, and protect its historic sites and structures. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3344 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3331 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDING HISTORICAL INFORMATION AND EDUCATION FOR SARASOTA, FL |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 48635 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
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| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 29725 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 12343 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 495 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 405 |
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| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
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| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 48635 |
| IRS990EZ/TotalRevenueAmt | 0 | 62979 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
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| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 0 |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | HERO OF HISTORY EVENT |
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| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 248 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt | 0 | 2263 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt | 0 | 2450 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 4713 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Income from church rental |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^BANK CHARGES;725|PROGRAM SUPPLIES;1918|PROMOTION;757|DUES AND SUBSCRIPTIONS;1055|MEETINGS AND CONVENTIONS;1016^Total;5471^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description;EOY Amount^OTHER ASSETS;7366|FURNITURE AND FIXTURES;4235^Total;11601^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description;EOY Amount^ROSEMARY RESERVE;405^Total;405^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2022-01-07 14:23:13Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Linda Garcia |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Site Manager |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9413649076 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-08-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HISTORICAL SOCIETY OF SARASOTA COUNTY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HIST |
| ReturnHeader/Filer/EIN | 0 | 596169574 |
| ReturnHeader/Filer/PhoneNum | 0 | 9413649076 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 1632 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Sarasota |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34230 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 174.58.22.96 |
| ReturnHeader/ReturnTs | 0 | 2020-08-28T12:39:18-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-04-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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