Civic Intelligence

Historical Association of Southern

EIN 59-6868749 • 501(c)3 • Miami, FL

Profile

The historical association of southern florida endowment exists to provide financial support to the historical association of southern florida, inc. (ein: 59-0968005) a 501(c)(3) organization.

101 West Flagler StreetMiami, FL 33130

www.historymiami.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

55%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$320,187

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$20,494,475

Up $3,271,326 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,494,475

Up $3,271,326 (+19%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin90th percentile

Revenue

Up

$882,179

Up $78,629 (+9.8%) from 2023

Expenses

Down

$395,897

Down $316,927 (-44%) from 2023

Net Income

Up

$486,282

Up $395,556 (+436%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$30M$20M$10M$0-$10MAssets 2011: $10,618,626Liabilities 2011: $0Net Assets 2011: $10,618,6262011Assets 2012: $11,925,091Liabilities 2012: $0Net Assets 2012: $11,925,0912012Assets 2013: $12,894,414Liabilities 2013: -$11,018Net Assets 2013: $12,905,4322013Assets 2014: $13,586,013Liabilities 2014: -$25,104Net Assets 2014: $13,611,1172014Assets 2015: $13,108,146Liabilities 2015: -$125,102Net Assets 2015: $13,233,2482015Assets 2016: $14,303,959Liabilities 2016: $545Net Assets 2016: $14,303,4142016Assets 2017: $15,322,560Liabilities 2017: $0Net Assets 2017: $15,322,5602017Assets 2018: $16,186,214Liabilities 2018: $0Net Assets 2018: $16,186,2142018Assets 2019: $16,256,912Liabilities 2019: $0Net Assets 2019: $16,256,9122019Assets 2020: $16,484,122Liabilities 2020: $0Net Assets 2020: $16,484,1222020Assets 2021: $19,364,945Liabilities 2021: $0Net Assets 2021: $19,364,9452021Assets 2022: $16,083,258Liabilities 2022: $0Net Assets 2022: $16,083,2582022Assets 2023: $17,223,149Liabilities 2023: $0Net Assets 2023: $17,223,1492023Assets 2024: $20,494,475Liabilities 2024: $0Net Assets 2024: $20,494,4752024

Highlighted filing

2024

Assets$20,494,475
Liabilities$0
Net Assets$20,494,475
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: -$169,266Expenses 2011: $659,675Net Income 2011: -$828,9412011Revenue 2012: $1,962,345Expenses 2012: $655,334Net Income 2012: $1,307,0112012Revenue 2013: $1,561,873Expenses 2013: $592,550Net Income 2013: $969,3232013Revenue 2014: $1,052,098Expenses 2014: $57,990Net Income 2014: $994,1082014Revenue 2015: $672,419Expenses 2015: $59,221Net Income 2015: $613,1982015Revenue 2016: $1,128,600Expenses 2016: $361,371Net Income 2016: $767,2292016Revenue 2017: $1,759,687Expenses 2017: $740,541Net Income 2017: $1,019,1462017Revenue 2018: $1,102,418Expenses 2018: $760,552Net Income 2018: $341,8662018Revenue 2019: $812,372Expenses 2019: $741,674Net Income 2019: $70,6982019Revenue 2020: $916,776Expenses 2020: $689,566Net Income 2020: $227,2102020Revenue 2021: $925,142Expenses 2021: $719,515Net Income 2021: $205,6272021Revenue 2022: $1,856,038Expenses 2022: $396,419Net Income 2022: $1,459,6192022Revenue 2023: $803,550Expenses 2023: $712,824Net Income 2023: $90,7262023Revenue 2024: $882,179Expenses 2024: $395,897Net Income 2024: $486,2822024

Highlighted filing

2024

Revenue$882,179
Expenses$395,897
Net Income$486,282
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$20,494,475
Liabilities
$0
Net assets
$20,494,475
Revenue
$882,179
Expenses
$395,897
Net income
$486,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$0.88$0.40$0.49
2023Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.80$0.71$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.00$16.1$1.86$0.40$1.46
2021Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.93$0.72$0.21
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.92$0.69$0.23
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$0.81$0.74$0.07
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.10$0.76$0.34
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.76$0.74$1.02
2016Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$1.13$0.36$0.77
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.13$13.2$0.67$0.06$0.61
2014Summary only. Only limited summary data is available for this year.$13.6$0.03$13.6$1.05$0.06$0.99
2013Summary only. Only limited summary data is available for this year.$12.9$0.01$12.9$1.56$0.59$0.97
2012Summary only. Only limited summary data is available for this year.$11.9$0.00$11.9$1.96$0.66$1.31
2011Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$0.17$0.66$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,231,253
Mission and Program Overview

Mission

The Historical Association of Southern Florida Endowment exists to provide financial support to the Historical Association of Southern Florida, Inc. (EIN: 59-0968005) a 501 (c) 3 organization.

The historical association of southern florida endowment exists to provide financial support to the historical association of southern florida inc. (ein: 59-0968005), a 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,223,149$20,494,475▲ $3,271,326
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$17,223,149$20,494,475▲ $3,271,326
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$17,223,149$20,494,475▲ $3,271,326
Total Net Assets Fund Balance$17,223,149$20,494,475▲ $3,271,326
Total Liabilities and Net Assets / Fund Balance$17,223,149$20,494,475▲ $3,271,326

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$17,223,149-▲ $3,667,223$325,000$20,494,475
2023$16,083,258$1,429▲ $1,851,286$650,000$17,223,149
2022$19,364,945$1,570▼ $2,886,838$325,000$16,083,258
2021$16,484,122$9,097▲ $3,591,241$650,000$19,364,945
2020$16,256,912$2,290▲ $914,486$630,000$16,484,122
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Benjamin BohlmannBoard Chair
Natalia CrujeirasCEO & Executive Director
Stefanie FornarisDirector of Finance
Camela Glean-johnsonTrustee
Jonathan KislakTrustee
Linda Lubitz-booneTrustee
Ramiro OrtizTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$882,179
Other Revenue
$0
Change in Net Assets
$486,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,000
Other Expenses$70,897
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,000--$325,000
Fees for Services Management-$70,897-$70,897
Total Functional Expenses$325,000$70,897$0$395,897
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Association of S Florida IncMiami, FL501(c)(3)Endowment Transfer$325,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The completed 990 is sent to the governing body by email prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“The board chair is responsible for reminding trustees to declare any conflicts of interest.”

Form 990, Part VI, Line 19 Required documents available to the public

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historical Association of Southern Florida Endowment Fund
EIN
59-6868749
Phone
3053751492
Address
101 WEST FLAGLER STREET, MIAMI, FL 33130

Signing Officer

Name
Stefanie Fornaris
Title
Director of Finance
Phone
3053751492
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Formed
1985
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bdo USA
Address
100 SE 2ND ST SUITE 1700, MIAMI, FL 33131
Preparer
Jake Cook
Phone
3053818000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“To support the activities of the historical association of southern florida inc. The mission of the association is to safeguard and share miami stories to foster learning, inspire a sense of place, and cultivate an engaged community.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The organization is a non-profit corporation which is exempt from federal income tax under section 501(c)(3) of the internal revenue code (code), whereby only unrelated business income is subject to federal income tax. The organization currently has no unrelated business income. In addition, the organization has been determined by the internal revenue service (irs) not to be a "private foundation" within the meaning of section 509(a) of the code. The organization recognizes and measures tax positions based on their technical merit and assess the likelihood that the positions will be sustained upon examination based on the facts, circumstances, and information available at the end of each period. Interest and penalties on tax liabilities, if any, would be recorded in interest expense and other non-interest expense, respectively. The u.s. Federal jurisdiction is the major tax jurisdiction where the organization file income tax returns. The organization is generally no longer subject to u.s. Federal examinations by tax authorities for the fiscal years before 2021.”

Raw XML AppendixShowing 400 of 475 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE ACTIVITIES OF THE HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC. THE MISSION OF THE ASSOCIATION IS TO SAFEGUARD AND SHARE MIAMI STORIES TO FOSTER LEARNING, INSPIRE A SENSE OF PLACE, AND CULTIVATE AN ENGAGED COMMUNITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A NON-PROFIT CORPORATION WHICH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), WHEREBY ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE ORGANIZATION RECOGNIZES AND MEASURES TAX POSITIONS BASED ON THEIR TECHNICAL MERIT AND ASSESS THE LIKELIHOOD THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. INTEREST AND PENALTIES ON TAX LIABILITIES, IF ANY, WOULD BE RECORDED IN INTEREST EXPENSE AND OTHER NON-INTEREST EXPENSE, RESPECTIVELY. THE U.S. FEDERAL JURISDICTION IS THE MAJOR TAX JURISDICTION WHERE THE ORGANIZATION FILE INCOME TAX RETURNS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR THE FISCAL YEARS BEFORE 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENDOWMENT TRANSFER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HISTORICAL ASSOCIATION OF S FLORIDA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0590968005
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEFANIE FORNARIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR OF FINANCE
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE METHODS USED BY THE RELATED ORGANIZATION (HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC.) TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED 990 IS SENT TO THE GOVERNING BODY BY EMAIL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD CHAIR IS RESPONSIBLE FOR REMINDING TRUSTEES TO DECLARE ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL INSTITUTE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 WEST FLAGLER STREET
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