Civic Intelligence

Jacksonville Historical Societyinc

EIN 59-6198589 • 501(c)3 • Jacksonville, FL

Profile

Fostering and promoting appreciation of the history of jacksonville and northeast florida

Refreshing map…

314 Palmetto StreetJacksonville, FL 32202

www.jaxhistory.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.12x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

53rd percentile

0.18x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$121,096

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

353%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$5,083,161

Up $513,974 (+11%) from 2024

Liabilities

Down

$634,650

Down $2,224,284 (-78%) from 2024

Net Assets

Up

$4,448,511

Up $2,738,258 (+160%) from 2024

Operations
Liabilities / Revenue53rd percentileNet Margin95th percentile

Revenue

Up

$3,622,703

Up $2,823,131 (+353%) from 2024

Expenses

Up

$889,801

Up $283,554 (+47%) from 2024

Net Income

Up

$2,732,902

Up $2,539,577 (+1314%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,078,074Liabilities 2010: $62,688Net Assets 2010: $1,015,3862010Assets 2011: $959,935Liabilities 2011: $24,749Net Assets 2011: $935,1862011Assets 2012: $923,191Liabilities 2012: $25,898Net Assets 2012: $897,2932012Assets 2013: $1,077,958Liabilities 2013: $16,510Net Assets 2013: $1,061,4482013Assets 2014: $1,040,796Liabilities 2014: $21,486Net Assets 2014: $1,019,3102014Assets 2015: $1,004,043Liabilities 2015: $22,873Net Assets 2015: $981,1702015Assets 2016: $1,020,187Liabilities 2016: $68,023Net Assets 2016: $952,1642016Assets 2017: $971,712Liabilities 2017: $48,806Net Assets 2017: $922,9062017Assets 2018: $893,176Liabilities 2018: $38,048Net Assets 2018: $855,1282018Assets 2019: $859,677Liabilities 2019: $57,888Net Assets 2019: $801,7892019Assets 2020: $955,493Liabilities 2020: $170,996Net Assets 2020: $784,4972020Assets 2021: $1,007,558Liabilities 2021: $241,754Net Assets 2021: $765,8042021Assets 2022: $1,297,143Liabilities 2022: $379,004Net Assets 2022: $918,1392022Assets 2023: $1,844,672Liabilities 2023: $327,744Net Assets 2023: $1,516,9282023Assets 2024: $4,569,187Liabilities 2024: $2,858,934Net Assets 2024: $1,710,2532024Assets 2025: $5,083,161Liabilities 2025: $634,650Net Assets 2025: $4,448,5112025

Highlighted filing

2025

Assets$5,083,161
Liabilities$634,650
Net Assets$4,448,511
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $307,727Expenses 2010: $251,603Net Income 2010: $56,1242010Expenses 2011: $327,7452011Expenses 2012: $241,8442012Revenue 2013: $410,561Expenses 2013: $246,407Net Income 2013: $164,1542013Revenue 2014: $222,530Expenses 2014: $264,668Net Income 2014: -$42,1382014Revenue 2015: $235,605Expenses 2015: $273,745Net Income 2015: -$38,1402015Revenue 2016: $385,248Expenses 2016: $414,254Net Income 2016: -$29,0062016Revenue 2017: $177,791Expenses 2017: $245,278Net Income 2017: -$67,4872017Revenue 2018: $213,716Expenses 2018: $284,133Net Income 2018: -$70,4172018Revenue 2019: $253,090Expenses 2019: $306,527Net Income 2019: -$53,4372019Revenue 2020: $256,736Expenses 2020: $274,028Net Income 2020: -$17,2922020Revenue 2021: $409,166Expenses 2021: $427,859Net Income 2021: -$18,6932021Revenue 2022: $1,017,786Expenses 2022: $865,451Net Income 2022: $152,3352022Revenue 2023: $900,134Expenses 2023: $687,042Net Income 2023: $213,0922023Revenue 2024: $799,572Expenses 2024: $606,247Net Income 2024: $193,3252024Revenue 2025: $3,622,703Expenses 2025: $889,801Net Income 2025: $2,732,9022025

Highlighted filing

2025

Revenue$3,622,703
Expenses$889,801
Net Income$2,732,902
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,083,161
Liabilities
$634,650
Net assets
$4,448,511
Revenue
$3,622,703
Expenses
$889,801
Net income
$2,732,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$0.63$4.45$3.62$0.89$2.73
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$2.86$1.71$0.80$0.61$0.19
2023Summary only. Only limited summary data is available for this year.$1.84$0.33$1.52$0.90$0.69$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.38$0.92$1.02$0.87$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.24$0.77$0.41$0.43$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.17$0.78$0.26$0.27$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.06$0.80$0.25$0.31$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.04$0.86$0.21$0.28$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.05$0.92$0.18$0.25$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.07$0.95$0.39$0.41$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.02$0.98$0.24$0.27$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.02$1.02$0.22$0.26$0.04
2013Summary only. Only limited summary data is available for this year.$1.08$0.02$1.06$0.41$0.25$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.03$0.90$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.02$0.94$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.06$1.02$0.31$0.25$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.2
Gross Receipts
$3,711,425
Mission and Program Overview

Mission

The mission of the jacksonville historical society, is to strengthen citizenship by engaging and educating jacksonville's people about their history, through preserving and sharing the evidence of the city's past, and by advocating the value of historic preservation.

The mission of the Jacksonville Historical Society is to strengthen citizenship through public history education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,646,096$4,214,016▲ $2,567,920
Pledges and Grants Receivable$2,527,000$0▼ $2,527,000
Cash and Non-Interest-Bearing Accounts$102,951$590,575▲ $487,624
Inventories for Sale or Use$175,799$178,498▲ $2,699
Investments Other Securities$61,962$0▼ $61,962
Prepaid Expenses and Deferred Charges-$9,595-
Savings and Temporary Cash Investments$6,806$0▼ $6,806
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$4,569,187$5,083,161▲ $513,974
Other Assets Total$48,573$90,477▲ $41,904
Liabilities
Deferred Revenue$2,557,523--
Other Liabilities$13,240$603,277▲ $590,037
Accounts Payable and Accrued Expenses$279,387$31,373▼ $248,014
Unsecured Notes Loans Payable$8,784--
Total Liabilities$2,858,934$634,650▼ $2,224,284
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,675,795$4,401,663▲ $2,725,868
Net Assets With Donor Restrictions$34,458$46,848▲ $12,390
Total Net Assets Fund Balance$1,710,253$4,448,511▲ $2,738,258
Total Liabilities and Net Assets / Fund Balance$4,569,187$5,083,161▲ $513,974

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,652,656$766,092$4,418,748
Buildings$270,110$143,591$413,701
Land$284,975-$284,975
Other Land Buildings-$119,255$119,255
Equipment$6,275$14,785$21,060
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alan BlissCEOFT$121,096$121,096

Board Members and Trustees

NameTitle
William H BishopChair-elect
Kristanna BarnesChairman
G David AuchterImm. Past Chair
Courtney GumbingerBoard Member
David JamisonBoard Member
Fred KentBoard Member
JF Bryan IVBoard Member
Jeff ThompsonBoard Member
Nancy S BronerBoard Member
Veronica FrazierBoard Member
Liza Barnett EmmetSecretary
Bruce ShealyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,449,078
Program Service Revenue
$37,804
Investment Income
$16,389
Other Revenue
$119,432
All Other Contributions
$731,901
Change in Net Assets
$2,732,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,622,703
Revenue Not Reported on Form 990
$5,356
Total Revenue per Audited Statements
$3,628,059
Total Revenue per Form 990
$3,622,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$460,180
Salaries, Compensation, and Employee Benefits$429,621
Total Fundraising Expense$104,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$173,810$43,453$50,000$267,263
Current Officers, Directors, Trustees, and Key Employees$96,877$24,219-$121,096
Depreciation Depletion$107,179--$107,179
Fees for Services Other-$100,740-$100,740
Fees for Services Lobbying--$48,787$48,787
Occupancy$28,413$17,625-$46,038
Payroll Taxes$28,760$7,190$5,312$41,262
Fees for Services Accounting$22,096$5,524-$27,620
Office Expenses$17,921$4,480-$22,401
Insurance$17,186$4,296-$21,482
Interest$19,342--$19,342
All Other Expenses$3,202$2,272-$5,474
Other Expenses$4,800$1,407$135$4,800
Fees for Services Legal$1,290--$1,290
Travel$262--$262
Total Functional Expenses$571,461$214,106$104,234$889,801

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$889,801
Total Expenses per Audited Statements$889,801
Total Expenses per Form 990$889,801
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$164,449
Fundraising Direct Expenses$36,543
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ginger Bread Extravaganza, Fire Run etc$164,449$164,449$36,543$127,906
Total Events$164,449$164,449$36,543$127,906
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Conditional Contributions$323,421
Line of credit$250,000
Rental Deposits$26,240
Accrued Expenses$3,616
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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, Part VI, Section B, Line 11B

“Chief Executive Officer reviews and approves tax return.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of Conflicts Policy is written”

Form 990, Part VI, Section B, Line 15A

“The organization's Chief Executive Officer is compensated based on past performance, reviews and comparable compensation but is up to board for final approval.”

Form 990, Part VI, Section C, Line 19

“Governing documents available through Florida Department of State Divisionof Corporations website (www.sunbiz.org)”

Filing and Contact Details

Filer

Filer Name
The Jacksonville Historical Society Inc
EIN
59-6198589
Phone
9046550064
Address
314 Palmetto Street, Jacksonville, FL 32202

Signing Officer

Name
Alan Bliss
Title
CEO
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Bliss
Formed
1966
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
11

Preparer

Firm
Howard & Company Cpas Pa
Address
4745 SUTTON PARK COURT STE 102, JACKSONVILLE, FL 32224
Preparer
John W Howard CPA
Phone
9044210690
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“Provide services as docent, archives, and to help with special fundraising events”

Financial Statement Notes

Part X : FIN48 Footnote

“The Jacksonville Historical Society, Inc. has been recognized as a not-for-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code.Professional standards prescribe a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognition, interest, penalties and disclosure required. The Jacksonville Historical Society, Inc. is subject to taxation in the United States and the tax years 2022, 2023,and 2024 are subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 582 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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IRS990/Desc0The Jacksonville Historical Society, founded in 1929, has since 2022 done business as the Jacksonville History Center, serving all the people of Floridas largest city. It does so by collecting, preserving and widely sharing the evidence of the people, places and events of the past, by maintaining the only research collection devoted entirely to Jacksonville, by hosting an oral history program focused on the people of Jacksonville, by hosting an ongoing series of public educational programs with authoritative speakers, by supporting history education in local public and private schools, colleges and universities, and by advocating for the value of historic preservation.In the 204 years since Jacksonvilles establishment, it has experienced major events related to banking, politics, law, industry, architecture, sports, medicine, the military (especially the U.S. Navy), shipping, aviation, immigration, and more. As the center of business, politics and transportation over land and by sea, Jacksonville stood for much the 19th and 20th centuries as Floridas most influential city. In the 21st century it continues to be the states largest city in terms of both size and population. It has long been diverse, demographically and in terms of its political economy. For all those reasons, the motto of the Jacksonville History Center is, "One City, Many Stories."The Jacksonville History Center owns a 1.2-acre campus in downtown Jacksonville's sports and entertainment district, on the bank of Hogans Creek and immediately behind the VyStar Veterans Memorial Arena. There the JHC has recently completed a $3.9 million renovation of a 106-year-old, three-story factory which is being adapted to house galleries and exhibits, a performance and event venue, and a much-expanded collections space. The campus is also home to the ca. 1878 St. Luke's Hospital, the first building in Florida designed and built to be a hospital, and the oldest building in downtown Jacksonville to survive the Great Fire of 1901. Also in the sports and entertainment district, the JHC manages two city-owned properties, the ca. 1888 St. Andrews church, a deconsecrated Episcopal sanctuary now used for special events, and the adjacent James E. Merrill Museum House, a restored and furnished 19th century home available for narrated educational tours. Through these properties the JHC is faithful to its advocacy for preservation and adaptive reuse of historic places.The JHC collaborates with the City of Jacksonville and with neighborhood preservation organizations, smaller local museums, affinity groups, businesses and nonprofits to support preservation and history education.The JHC also convenes a citywide network of organizations, the Jacksonville History Consortium, which strengthens the sharing of resources and best practices in the field of public history. Speakers from the History Center routinely present at meetings of local civic organizations, discussing the evidence of people and events in Jacksonville's past and fostering awareness of the power of historical knowledge. The History Center's digital newsletter, "Jacksonville History Matters," reaches an audience of 4500 and its content is regularly published by Jacksonville.com. Other local media channels rely on the Jacksonville Histroy Center for authoritative, evidence-based information and interpretation of Jacksonville's past. The archives and collections of the Jacksonville History Center includemanuscripts, letters, journals, maps, architectural drawings, objects,ephemera, recordings and over 100,000 historic photographs, all devoted toJacksonville, Florida. No other collection is singularly focused on thehistory of this sprawling, complicated city and its people. Donations offresh material appear continuously, to be processed, catalogued,appropriately conserved, archived and accessioned by credentialed staffmembers, for use by researchers who visit in person or virtually.The Jacksonville History Center receives support
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