Mount Dora Historical Society Inc

Nonprofit profile at a glance

EIN
591913908
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2008
Location
Mount Dora, FL, USA
Phone
3523830006
Rating
54
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$51,006
Expenses
$69,901
Assets
$128,083
Liabilities
$819

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Barnett Schwartzman (President)

People named in this filing

  • Janet P Westlake (Director)
  • Carolyn M Green (Treasurer)
  • Barnett Schwartzman (President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our purpose is to preserve objects and information on the history of Mount Dora, Florida and the surrounding area. To educate the public and encourage further research and preservation.

What it reported doing in 2025

1. We maintain open hours of our museum about 960 hours a year. 2. We have produced a self guided tour for the Florida Humanities Walking Tour App 3. We produce and promote programs with knowledgable speakers of historical interest to the public. We have placed 27 Historical Markers on buildings in the Historic District

Operating model

Revenue model
Donor-supported. 82% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 18
  • Transparency & Controls: 100
  • Sustainability: 35
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 19.6%; rating input score 20
  • Program expense ratio: 14.3%; rating input score 14

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -37%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 1.83; rating input score 63; 63rd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -20.5% per year; rating input score 0; 19th percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 1.2% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: 19.6% of revenue deployed · 14.3% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $10K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 20/100.
  • High — Financial Efficiency: Program expense ratio scored 14/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.