Civic Intelligence

Port St Lucie Historical Society Inc

EIN 65-0773727 • 501(c)3 • Port Saint Lucie, FL

Profile

To stimulate government, business and public awareness of Port St Lucie and appreciation for the importance of the history of Port St Lucie, promote the development of Port St Lucie's historical institutions and assess the historical and archeological surroundings of Port St. Lucie.

PO Box 7146Port Saint Lucie, FL 34985

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.57x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.65x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-103%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

24th percentile

-38%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

113%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$53,791

Up $17,844 (+50%) from 2020

Liabilities

Up

$52,381

Up $52,381 from 2020

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue97th percentileNet Margin9th percentile

Revenue

Up

$9,288

Up $3,569 (+62%) from 2020

Expenses

Up

$7,878

Up $4,029 (+105%) from 2020

Net Income

Down

$1,410

Down $460 (-25%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$60K$40K$20K$0Assets 2011: $32,289Liabilities 2011: $02011Assets 2012: $31,900Net Assets 2012: $31,9002012Assets 2013: $34,069Net Assets 2013: $34,0692013Assets 2014: $33,500Net Assets 2014: $33,5002014Assets 2015: $32,858Net Assets 2015: $32,8582015Assets 2016: $33,669Liabilities 2016: $02016Assets 2017: $33,866Liabilities 2017: $02017Assets 2018: $34,635Net Assets 2018: $34,6352018Assets 2019: $34,077Net Assets 2019: $34,0772019Assets 2020: $35,947Liabilities 2020: $02020Assets 2023: $53,791Liabilities 2023: $52,3812023

Highlighted filing

2023

Assets$53,791
Liabilities$52,381
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$20K$0-$20K-$40K-$60KRevenue 2011: -$38,961Expenses 2011: $18,921Net Income 2011: -$57,8822011Revenue 2012: $2,327Expenses 2012: $2,716Net Income 2012: -$3892012Revenue 2013: $4,969Expenses 2013: $3,192Net Income 2013: $1,7772013Revenue 2014: $649Expenses 2014: $1,218Net Income 2014: -$5692014Revenue 2015: $1,593Expenses 2015: $2,605Net Income 2015: -$1,0122015Revenue 2016: $2,902Expenses 2016: $2,091Net Income 2016: $8112016Revenue 2017: $2,144Expenses 2017: $1,947Net Income 2017: $1972017Revenue 2018: $3,627Expenses 2018: $2,858Net Income 2018: $7692018Revenue 2019: $4,245Expenses 2019: $4,803Net Income 2019: -$5582019Revenue 2020: $5,719Expenses 2020: $3,849Net Income 2020: $1,8702020Revenue 2023: $9,288Expenses 2023: $7,878Net Income 2023: $1,4102023

Highlighted filing

2023

Revenue$9,288
Expenses$7,878
Net Income$1,410
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$53,791
Liabilities
$52,381
Net assets
-
Revenue
$9,288
Expenses
$7,878
Net income
$1,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$53.8$52.4$9.29$7.88$1.41
2020Summary only. Only limited summary data is available for this year.$35.9$0.00$5.72$3.85$1.87
2019Detailed filing. Detailed filing data is available for this year.$34.1$34.1$4.25$4.80$0.56
2018Detailed filing. Detailed filing data is available for this year.$34.6$34.6$3.63$2.86$0.77
2017Summary only. Only limited summary data is available for this year.$33.9$0.00$2.14$1.95$0.20
2016Summary only. Only limited summary data is available for this year.$33.7$0.00$2.90$2.09$0.81
2015Detailed filing. Detailed filing data is available for this year.$32.9$32.9$1.59$2.61$1.01
2014Detailed filing. Detailed filing data is available for this year.$33.5$33.5$0.65$1.22$0.57
2013Detailed filing. Detailed filing data is available for this year.$34.1$34.1$4.97$3.19$1.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$31.9$2.33$2.72$0.39
2011Summary only. Only limited summary data is available for this year.$32.3$0.00$39.0$18.9$57.9
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 25, 2020
Return Version
2019v5.1
Gross Receipts
$4,393
Mission and Program Overview

Mission

To stimulate government, business and public awareness of Port St Lucie and appreciation for the importance of the history of Port St Lucie, promote the development of Port St Lucie's historical institutions and assess

Program Services

DescriptionGrantsExpenses
None$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia ChristiansenChairmanPT$0--
Dennis GrabhornVice-Chairman-$0--
Christine L WilliamsTreasurerPT$0--
Mary DodgeSecretary-$0--
Terissa AronsonBoard Member-$0--
Paula LewisBoard Member-$0--
Jack KellyBoard Member-$0--
Maria BordoraroBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Port St Lucie Historical Society Inc
EIN
65-0773727
Phone
7723375698
Address
PO Box 7146, Port Saint Lucie, FL 34985

Signing Officer

Name
Christine L Williams
Title
Treasurer
Phone
7723375698
Signed
2020-08-25

Preparer

Firm
Daniel J Kurek Consulting LLC
Address
2138 S E Herron Ave, Port St Lucie, FL 34952
Preparer
Daniel J Kurek
Phone
7723424230
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Sales Tax 15.”

Form 990EZ, Part I, Line 16

“Bank Fees”

Form 990EZ, Part I, Line 16

“Computer software 125.”

Form 990EZ, Part I, Line 16

“Dell laptop computer 954.”

Form 990EZ, Part I, Line 16

“Credit card processing 9.”

Form 990EZ, Part I, Line 16

“Gatherings, filing fees, paypal fee 1873.”

Form 990EZ, Part I, Line 16

“Department of Revenue (Sales Tax) 28.”

Form 990EZ, Part I, Line 16

“Insurance 674.”

Form 990EZ, Part I, Line 16

“Web hosting 416.”

Form 990EZ, Part I, Line 16

“Postage 146.”

Form 990EZ, Part I, Line 16

“Copies 89.”

Form 990EZ, Part II, Line 26

“Opening Balance Equity”

Form 990EZ, Part II, Line 26

“Unrestricted Net Assets”

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/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Sales Tax 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Computer software 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dell laptop computer 954.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit card processing 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gatherings, filing fees, paypal fee 1873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Department of Revenue (Sales Tax) 28.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance 674.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Web hosting 416.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Postage 146.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Unrestricted Net Assets
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine L Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07723375698
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Port St Lucie Historical Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0650773727
ReturnHeader/Filer/PhoneNum07723375698
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 7146
ReturnHeader/Filer/USAddress/CityNm0Port Saint Lucie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034985
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.84.108.18
ReturnHeader/FilingSecurityInformation/IPDt02020-08-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:54:32
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Kurek Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02138 S E Herron Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port St Lucie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034952
ReturnHeader/PreparerPersonGrp/PhoneNum07723424230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Kurek
ReturnHeader/ReturnTs02020-08-26T07:54:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits