SAINT AUGUSTINE HISTORICAL SOCIETY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAINT AUGUSTINE HISTORICAL SOCIETY (EIN 59-0638482)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-10
- IRS object ID
- 201523449349300507
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-10T09:36:42-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201958673 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W H O'CONNELL & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 LEWIS SPEEDWAY 104 | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590638482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT AUGUSTINE HISTORICAL | BusinessNameLine1Txt |
| Business Name Line2 | SOCIETY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 9048242872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 CHARLOTTE ST | AddressLine1Txt |
| City | SAINT AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PARKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9048242872 | PhoneNum |
| Signature | 2015-12-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W HENRY O'CONNELL CPA | PreparerPersonNm |
| PTIN | P01081447 | PTIN |
| Phone | 9048290082 | PhoneNum |
| Preparation | 2015-12-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN PARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 CHARLOTTE ST | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $521,148 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OLDESTHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE AND EDUCATE THE PUBLIC ABOUT THE HISTORY OF ST AUGUSTINE | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $109,440 | PYContributionsGrantsAmt |
| CY Contributions Grants | $79,648 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $165,101 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $159,945 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150,711 | PYInvestmentIncomeAmt |
| CY Investment Income | $170,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $79,074 | PYOtherRevenueAmt |
| CY Other Revenue | $75,469 | CYOtherRevenueAmt |
| PY Total Revenue | $504,326 | PYTotalRevenueAmt |
| CY Total Revenue | $486,007 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $276,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $291,253 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $258,652 | PYOtherExpensesAmt |
| CY Other Expenses | $170,243 | CYOtherExpensesAmt |
| PY Total Expenses | $535,602 | PYTotalExpensesAmt |
| CY Total Expenses | $461,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$31,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,511 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,132,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,468,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,374 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,092,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,421,279 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRESERVE AND EDUCATE THE PUBLIC ABOUT THE HISTORY OF ST AUGUSTINE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $343,641 | ExpenseAmt |
| Desc | PROVIDED HISTORICAL PERSERVATION, CONSERVATION AND PUBLIC EDUCATION ABOUT THE HISTORY OF ST AUGUSTINE | Desc |
| Total Program Service Expenses | $343,641 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN PARKER | PersonNm |
| Phone | 9048242872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 CHARLOTTE STREET | AddressLine1Txt |
| City | ST AUGUSTINE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MATT BAKER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZY BOOTH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY UPCHURCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT STOREY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGO POPE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC JOHNSON | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM JOHNSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM STEGE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CUSICK | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CONSUELO LIPPI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA MICKLER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DAY | ||||||
| PRESIDENT EL | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $24,169 | MembershipDuesAmt |
| Government Grants | $25,564 | GovernmentGrantsAmt |
| All Other Contributions | $29,915 | AllOtherContributionsAmt |
| Total Contributions | $79,648 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $102,120 | $102,120 |
| WEDDING FEES | 900099 | $57,825 | $57,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $159,945 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $170,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $170,945 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $790 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,213 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,213 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,213 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $45,125 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $35,141 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,984 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CLEANING REIMBURSEMENT | $12,772 | $12,772 |
| MISCELLANEOUS | $710 | $710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,482 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $486,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $406,359 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,154 | TotalAmt |
| Management And General | $56,154 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,882 | TotalAmt |
| Program Services | $204,882 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,217 | TotalAmt |
| Program Services | $25,367 | ProgramServicesAmt |
| Management And General | $4,850 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384 | TotalAmt |
| Management And General | $1,384 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,416 | TotalAmt |
| Management And General | $8,416 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,435 | TotalAmt |
| Management And General | $22,435 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,288 | TotalAmt |
| Program Services | $11,288 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,423 | TotalAmt |
| Program Services | $3 | ProgramServicesAmt |
| Management And General | $19,420 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647 | TotalAmt |
| Management And General | $647 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,466 | TotalAmt |
| Program Services | $25,466 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,469 | TotalAmt |
| Program Services | $14,469 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIR AND MAINTENANCE | $29,499 | $29,499 |
| UTILITIES | $15,345 | $15,345 |
| PROGRAM COSTS | $13,530 | $13,530 |
| WEDDING COSTS | $2,554 | $2,554 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,787 | TotalAmt |
| Program Services | $1,238 | ProgramServicesAmt |
| Management And General | $4,549 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,496 | TotalAmt |
| Program Services | $343,641 | ProgramServicesAmt |
| Management And General | $117,855 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,264 | BOYAmt |
| EOY | $45,500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,901 | BOYAmt |
| EOY | $148,683 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,667 | BOYAmt |
| EOY | $27,511 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,521 | BOYAmt |
| EOY | $2,456 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,771 | BOYAmt |
| EOY | $12,623 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $709,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $313,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,421 | BOYAmt |
| EOY | $395,528 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,655,885 | BOYAmt |
| EOY | $3,953,367 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,189 | BOYAmt |
| EOY | $882,985 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,132,619 | BOYAmt |
| EOY | $5,468,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,018 | BOYAmt |
| EOY | $28,894 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,229 | BOYAmt |
| EOY | $18,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,247 | BOYAmt |
| EOY | $47,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,678,099 | BOYAmt |
| EOY | $5,004,124 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,273 | BOYAmt |
| EOY | $417,155 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,092,372 | BOYAmt |
| EOY | $5,421,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,132,619 | BOYAmt |
| EOY | $5,468,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,511 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $304,396 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,648 | CurrentTaxYearAmt |
| Total | $444,270 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,648 | CurrentTaxYearAmt |
| Total | $444,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $444,270 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,945 | CurrentTaxYearAmt |
| Total | $958,619 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,402,889 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,286,205 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.31670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29760 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE ORGANIZATION MAINTAINS A PROGRAM TO OBTAIN FUNDS FROM VARIOUS LOCAL GOVERNMENTS, THE STATE AND THE GENERAL PUBLIC. THEY ARE GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS WHO OVERSEE THE PRESERVATION ACTIVITES OF THE ORGANIZATION. MEMBERSHIPS ARE PRICED AND AVAILABLE TO A BROAD CROSS SECTION OF THE COMMUNITY. DURING THE PRECEEDING THREE YEARS WITH GAINS IN THE STOCK MARKET, THE AMOUNT OF INVESTMENT EARNINGS HAS SIGNIFICANTLY INCREASED IN RELATION TO THE OTHER SOURCES OF INCOME. THE FUNDS EARNED ON THE INVESTMENTS ARE DESIGNATED/RESTRICTED TO THE ONGOING HISTORICAL PRESERVATION AND EDUCATION ACTIVITIES OF THE ORGANIZATION IN THE ST AUGUSTINE AREA, IN ACCORDANCE WITH THE MISSION OF THE ORGANIZATION. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 17A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS A PROGRAM TO OBTAIN FUNDS FROM VARIOUS LOCAL GOVERNMENTS, THE STATE AND THE GENERAL PUBLIC. THEY ARE GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS WHO OVERSEE THE PRESERVATION ACTIVITES OF THE ORGANIZATION. MEMBERSHIPS ARE PRICED AND AVAILABLE TO A BROAD CROSS SECTION OF THE COMMUNITY. DURING THE PRECEEDING THREE YEARS WITH GAINS IN THE STOCK MARKET, THE AMOUNT OF INVESTMENT EARNINGS HAS SIGNIFICANTLY INCREASED IN RELATION TO THE OTHER SOURCES OF INCOME. THE FUNDS EARNED ON THE INVESTMENTS ARE DESIGNATED/RESTRICTED TO THE ONGOING HISTORICAL PRESERVATION AND EDUCATION ACTIVITIES OF THE ORGANIZATION IN THE ST AUGUSTINE AREA, IN ACCORDANCE WITH THE MISSION OF THE ORGANIZATION. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $882,985 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $414,273 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$73,933 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,500 | AdministrativeExpensesAmt |
| End Year Balance | $336,840 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,781 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,621 | OtherExpendituresAmt |
| Administrative Expenses | $3,905 | AdministrativeExpensesAmt |
| End Year Balance | $414,273 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $434,470 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,427 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,491 | OtherExpendituresAmt |
| Administrative Expenses | $2,625 | AdministrativeExpensesAmt |
| End Year Balance | $432,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $432,513 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,491 | OtherExpendituresAmt |
| Administrative Expenses | $2,540 | AdministrativeExpensesAmt |
| End Year Balance | $434,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $431,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,661 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,662 | OtherExpendituresAmt |
| Administrative Expenses | $3,357 | AdministrativeExpensesAmt |
| End Year Balance | $432,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $439,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,378 | DepreciationAmt |
| Book Value | $333,129 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $207,277 | DepreciationAmt |
| Book Value | $62,399 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $395,528 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUSEUM COLLECTIONS | Desc |
| Book Value | $882,985 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $882,985 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART III, LINE 4 | THE ORGANIZATION PROVIDES HISTORICAL PRESERVATION, PUBLIC EDUCATION AND CONSERVATION OF ITEMS IN THE COLLECTION IN ORDER TO PRESERVE THE HERITAGE OF ST AUGUSTINE. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUND IS MAINTAINED FOR THE UPKEEP OF THE A HISTORIC LIBRARY IN ST AUGUSTINE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE RETURN IS PROVIDED FOR BOARD REVIEW PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY THE BOARD OF DIRECTORS REAFFIRMS AND SIGNS CONFILCT OF INTEREST DOCUMENTS |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST |
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