Uf Historic St Augustine Inc

Nonprofit profile at a glance

EIN
274751236
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Gainesville, FL, USA
Phone
3522942725
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nonmonetary Support N.E.C.

Reported finances

Revenue
$1,209,942
Expenses
$806,060
Assets
$5,622,038
Liabilities
$1,487,018

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • ALLEN LASTINGER (CHAIR/PRESIDENT UNTIL 12/31/2024)

Highest reported compensation

  • LINDA DIXON (SECRETARY): $190,453 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization is organized to ensure the long term preservation and interpretation of state owned historic properties in st. Augustine through the historic preservation initiatives and education programs of the university of Florida that will be responsive to the state's needs of st. Augustine and historic preservation, archaeology, cultural resources management, cultural tourism, history, and museum administration and will help meet needs of st. Augustine and the state through educational internships and practicums.

What it reported doing in 2024

The university of Florida and ufhsa rehabilitate and protect the historic structures in st. Augustine as well as repurpose some of the properties and stimulate economic activity. Ongoing academic partnerships include the smathers libraries operation of government house library for archival research. Additionally, the college of design, construction and planning's preservation institute st. Augustine operates an architectural conservation laboratory within governors house. The uf harn museum of art's vickers collection exhibit opened at governor's house museum in 2022 with a refresh in late fiscal year 2023, and a planned update in august 2025. That art exhibit continues to draw impressive visitation.see schedule o for continuation(s)ufhsa initiated an annual history festival in partnership with other local authentic heritage tourism venues in 2022. The history festival has been very well received by visitors and locals growing each year and celebrating its fourth year in fiscal year 2025. Partners in the festival include uf ifas extension service and Florida-friendly landscaping program. Tourism and economic opportunity have remained strong in st. Augustine, while interest in the academic/research programs that ufhsa supports has also thrived. Demand for commercial and residential leases in downtown st. Augustine remains strong, along with growing demand for special event venue rental space, thus ensuring continued revenue streams. Accordingly, the ufhsa program looks forward to continued success in meeting its mission for historic preservation and education.

Operating model

Revenue model
Earned-program. 79% of the money available for current operations came from fees and other program revenue.
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

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 60
  • Accountability: 84
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 34.1%; rating input score 34
  • Program expense ratio: 62.6%; rating input score 63
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 33.4%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 6.97; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: 0.26; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 9.5%; rating input score 38; 38th percentile among comparable filings

Growth

  • Program expense growth: 7.7% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 18th percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 34.1% of revenue deployed · 62.6% of spending went to programs
  • Governance: 15 of 15 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $505K in reported program spending
  • Leadership: top reported pay $190K · 19 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 21 of 21 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 34/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.
  • Moderate — Sustainability: Officer compensation ratio scored 38/100.