2025-08-15T15:30:41+00:00 2024-09-30 135381590 BDO USA 100 SE 2ND ST SUITE 1700 MIAMI FL 33131 990 2023-10-01 590968005 HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC HIST 3053751492 101 WEST FLAGLER STREET MIAMI FL 33130 STEFANIE FORNARIS DIRECTOR OF FINANCE 2025-08-15 true JAKE COOK P01240455 3053818000 2025-08-15 2023 2025-03-06 01:10:19Z HISTORYMIAMI MUSEUM NATALIA CRUJEIRAS 101 WEST FLAGLER STREET MIAMI FL 33130 3790962 false X WWW.HISTORYMIAMI.ORG X 1941 FL HISTORYMIAMI MUSEUM SAFEGUARDS AND SHARES MIAMI STORIES TO FOSTER LEARNING, INSPIRE A SENSE OF PLACE, AND CULTIVATE AN ENGAGED COMMUNITY. 17 17 65 20 0 0 3515279 3357993 287585 304583 80706 89291 70742 39095 3954312 3790962 0 0 2958469 3080817 0 573996 1614789 1354667 4573258 4435484 -618946 -644522 3065697 2388554 536203 453890 2529494 1934664 HISTORYMIAMI MUSEUM SAFEGUARDS AND SHARES MIAMI STORIES TO FOSTER LEARNING, INSPIRE A SENSE OF PLACE, AND CULTIVATE AN ENGAGED COMMUNITY. false false 1907930 137922 RESEARCH, DESIGN AND FABRICATE EXHIBITIONS; MAINTAIN ARCHIVES AND OBJECT COLLECTION; RUN PUBLIC RESEARCH CENTER AND CONDUCT FOLKLIFE RESEARCH. 1443613 166661 CONDUCT YOUTH EDUCATION PROGRAMS, CITY TOURS, PANEL DISCUSSIONS, AND FAMILY PROGRAMMING. 3351543 true true false true false false true false true true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 41 0 true 65 true false false false false false true true false false false false false false X 17 17 false false false false true true false true true false false true true true true true true true true false FL X STEFANIE FORNARIS 3053751492 101 WEST FLAGLER STREET MIAMI FL 33130 ALEX A DOMINGUEZ BOARD SECRETARY 2.0 0 X X 0 0 0 JOE JIMENEZ BOARD TREASURER 2.0 0 X X 0 0 0 JOHN K SHUBIN BOARD CHAIR 10.0 0 X X 0 0 0 MICHAEL D GOLD BOARD VICE CHAIR 5.0 0 X X 0 0 0 BRIAN BARROSO TRUSTEE 1.0 0 X 0 0 0 CHRISTINA CUERVO TRUSTEE 1.0 0 X 0 0 0 DR WALTER THOMAS RICHARDSON TRUSTEE 1.0 0 X 0 0 0 ELISSA VANAVER AT-LARGE 1.0 0 X 0 0 0 ELIZABETH JOHNSON TRUSTEE 1.0 0 X 0 0 0 IRIS GUZMAN KOLAYA TRUSTEE 1.0 0 X 0 0 0 JACQUELIN TOUZET TRUSTEE 1.0 0 X 0 0 0 JORGE GONZALEZ TRUSTEE 1.0 0 X 0 0 0 LEIGHTON BROWN TRUSTEE 1.0 0 X 0 0 0 MARK GRAFTON TRUSTEE 1.0 0 X 0 0 0 MICHAEL WEISER IMMEDIATE PAST BOARD CHAIR 2.0 0 X 0 0 0 RONALD E FRAISER AT-LARGE 1.0 0 X 0 0 0 STEPHEN WEBER TRUSTEE 1.0 0 X 0 0 0 MICHAEL KNOLL VP. OF STRATEGIC INITIATIVES 40.0 1.0 X 161198 0 20100 NATALIA CRUJEIRAS CEO & EXECUTIVE DIRECTOR 40.0 5.0 X 301482 0 18705 STEFANIE FORNARIS DIRECTOR OF FINANCE 40.0 5.0 X 149755 0 14760 MICHELE REESE SENIOR DIRECTOR OF MARKETING 40.0 0 X 129616 0 14944 742051 0 68509 4 false true false 0 325000 2316882 716111 11434 3357993 EDUCATIONAL PROGRAM 900099 137922 137922 ADMISSIONS 900099 87051 87051 MEMBERSHIP DUES 900099 50629 50629 CURATORIAL ACTIVITIES 900099 28981 28981 0 0 0 0 304583 89291 89291 26475 26475 0 26475 26475 0 0 EVENT REIMBURSEMENT REVENUE 900099 12620 12620 0 0 0 0 12620 3790962 304583 0 128386 X 647568 497568 63285 86715 1953668 1501127 190925 261616 91631 70406 8955 12270 199321 153151 19479 26691 188629 144936 18434 25259 10080 10080 44080 44080 58000 58000 560014 447079 22211 90724 62848 55596 7252 60985 41857 3806 15322 108050 81190 12276 14584 59011 43129 12217 3665 44577 37946 4725 1906 31449 21228 7862 2359 92543 62311 23255 6977 PROGRAM SUPPLIES 78254 74571 944 2739 MAINTENANCE 51397 49555 49 1793 ORGANIZATIONAL FEES 34676 26196 6658 1822 FOOD AND BEVERAGE 27079 16139 1468 9472 31624 27558 1236 2830 4435484 3351543 509945 573996 577649 176899 1885745 1263294 40472 300174 0 0 3965 72975 1804091 1694295 131779 109796 426087 465416 0 0 0 0 3065697 2388554 409826 323140 126377 130750 0 0 0 536203 453890 X 2148733 1268397 380761 666267 2529494 1934664 3065697 2388554 X -644522 27389 22303 X false true X true false X 3349813 4336834 3346326 3515279 3357993 17906245 248384 122807 238123 287585 304583 1201482 0 0 1617648 1617648 1617648 1752452 1857598 8462994 5215845 6077289 5202097 5555316 5520174 27570721 0 205875 70594 72000 98034 446503 0 0 0 0 0 0 0 205875 70594 72000 98034 446503 27124218 35206 23785 50947 95844 115766 321548 0 35206 23785 50947 95844 115766 321548 0 630000 650000 0 55697 12620 1348317 5881051 6751074 5253044 5706857 5648560 29240586 0.9276 0.9051 0.01 0.0082 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - TRANSFER FROM ENDOWMENT, COLUMN A - 630000.0, COLUMN B - 650000.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1280000.0; DESCRIPTION - INSURANCE REFUND REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 35292.0, COLUMN E - 0.0, COLUMN F - 35292.0; DESCRIPTION - EVENT REIMBURSEMENT REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 20405.0, COLUMN E - 12620.0, COLUMN F - 33025.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 58000 58000 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE FILING ORGANIZATION ENGAGED BALLARD PARTNERS TO CONDUCT LOBBYING ACTIVITY IN FY24. X X X X false 17223149 3667223 325000 70897 20494475 16083258 1429 1851286 650000 62824 17223149 19364945 1570 -2886838 325000 71419 16083258 16484122 9097 3591241 650000 69515 19364945 16256912 2290 914486 630000 59566 16484122 0.0 0.0 1.0 false true true 134224 79623 54601 1097406 1097406 0 65538 65538 0 506923 451728 55195 109796 0 X Schedule D, Part III, Line 1a Collections of art - financial statement footnote IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS AND OTHER SIMILAR INSTITUTIONS, HISTORICAL OBJECTS PURCHASED AND DONATED ARE NOT INCLUDED IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. Schedule D, Part III, Line 4 Collections of art - description of collections COLLECTION ITEMS INCLUDE ARTIFACTS AND OTHER ARCHAEOLOGICAL MATERIAL, WHICH PERTAIN TO THE HISTORY, ARCHAEOLOGY, AND CULTURE OF SOUTH FLORIDA. COLLECTION ITEMS ARE ACCESSIONED ON AN ITEM-BY-ITEM LEVEL AND ARE SECURELY STORED. IT IS THE POLICY OF THE ORGANIZATION THAT ANY PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED FOR THE PURCHASE OF ADDITIONAL COLLECTION ITEMS. COLLECTION ITEMS ARE USED IN SHARING ABOUT THE PEOPLES AND CULTURES OF SOUTH FLORIDA. 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. X X false false false false false false false false false NATALIA CRUJEIRAS CEO & EXECUTIVE DIRECTOR 301482 0 0 0 0 0 17005 0 1700 0 320187 0 0 0 STEFANIE FORNARIS DIRECTOR OF FINANCE 149755 0 0 0 0 0 7885 0 6875 0 164515 0 0 0 MICHAEL KNOLL VP. OF STRATEGIC INITIATIVES 161198 0 0 0 0 0 10243 0 9857 0 181298 0 0 0 Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERSHIP SHALL BE OF TWO CLASSES, "ACTIVE "HONORARY LIFE." MEMBERS OF BOTH CLASSES MAY VOTE AND ALL VOTES ARE WEIGHTED EQUALLY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ANNUAL MEMBERSHIP MEETING SHALL BE HELD IN APRIL TO ELECT OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES, HEAR REPORTS, AND CONDUCT RELEVANT BUSINESS. ANY SUCH CHANGE SHALL BE MADE BY A 2/3'S VOTE OF THOSE MEMBERS OF THE BOARD OF TRUSTEES PRESENT AND VOTING. 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 ASKING BOARD MEMBERS TO BRING UP ANY CONFLICTS OF INTEREST. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IS DETERMINED BY A WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public UPON REQUEST, A DIGITAL OR HARD COPY WILL BE MADE AVAILABLE. Form 990, Part IX, Line 11g Other Fees CONTRACTED LABOR - Total Expense: 31853, Program Service Expense: 23935, Management and General Expenses: 3619, Fundraising Expenses: 4299; OTHER FEES - Total Expense: 528161, Program Service Expense: 423144, Management and General Expenses: 18592, Fundraising Expenses: 86425; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PROVISION FOR BAD DEBT EXPENSE - 12500; ACCRETION OF DISCOUNT ON PLEDGES RECEIVABLE - 9803; HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND 101 WEST FLAGLER STREET MIAMI FL 33130 596868749 ENDOWMENT FL 501(c)(3) Type I HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC true false false true false false false false false false false false false false true true false false false false HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA ENDOWMENT FUND C 325000 Actual