UF HISTORIC ST AUGUSTINE INC

EIN: 274751236 501(c)(3) Education

GAINESVILLE, FL

Total Revenue
$1,209,942
Total Expenses
$806,060
Total Assets
$5,622,038
Net Assets
$4,135,020
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
FL
Principal Officer
LINDA DIXON
Phone
3522942725
Tax Period
2024-07-01 to 2025-06-30

UF HISTORIC ST AUGUSTINE INC, founded in 2010, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $404K, a strong 33% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $951,169
Investment Income $221,143
Other Revenue $37,630
TOTAL REVENUE $1,209,942

Expense Breakdown

Grants Paid $0
Salaries & Benefits $250,000
Fundraising Expenses $0
Program Expenses $504,592
Other Expenses $556,060
TOTAL EXPENSES $806,060

Year-over-Year Comparison

2024 2023 Change
Revenue $1,209,942 $1,254,627 0.0%
Expenses $806,060 $806,332 0.0%
Net Income $403,882 $448,295 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
5
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$190,453
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACY UPCHURCH CHAIR/PRES. AS OF 12/23/2024; MEMBER 1.00
Officer Director
$0 $0 $0
DOUG WILES VICE CHAIR AS OF 12/31/2024; MEMBER 1.00
Officer Director
$0 $0 $0
BILL ROBINSON TREASURER AS OF 9/30/2024; MEMBER 1.00
Officer Director
$0 $0 $0
JANE ADAMS MEMBER AS OF 6/1/2024 1.00
Director
$0 $0 $0
JEFF ATWATER MEMBER AS OF 3/28/2025 1.00
Director
$0 $0 $0
JAMES CUSICK MEMBER 1.00
Director
$0 $0 $0
CHARLES ELLIS MEMBER 1.00
Director
$0 $0 $0
MICHAEL FRANCIS MEMBER 1.00
Director
$0 $0 $0
JOHN FRASER MEMBER 1.00
Director
$0 $0 $0
DOUG JONES MEMBER AS OF 3/28/2025 1.00
Director
$0 $0 $0
SUSAN PARKER MEMBER AS OF 3/28/2025 1.00
Director
$0 $0 $0
JOHN REGAN MEMBER 1.00
Director
$0 $0 $0
HERSCHEL SHEPARD MEMBER 1.00
Director
$0 $0 $0
KENNETH SMITH MEMBER 1.00
Director
$0 $0 $0
THOMAS WILLIS MEMBER 1.00
Director
$0 $0 $0
ALLEN LASTINGER CHAIR/PRESIDENT UNTIL 12/31/2024 1.00
Officer Director
$0 $0 $0
ROY HUNT VICE CHAIR UNTIL 12/31/2024 1.00
Officer Director
$0 $0 $0
DON SLESNICK MEMBER UNTIL 12/31/2024 1.00
Director
$0 $0 $0
LINDA DIXON SECRETARY 10.00
Officer
$38,631 $38,010 $190,453
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,209,942 $806,060 $5,622,038 $403,882
2024 No data No data No data No data
2023 $1,213,559 $937,578 $5,131,740 $275,981
2022 $1,072,793 $1,050,690 $5,122,160 $22,103
2021 $845,594 $680,497 $3,073,490 $165,097
2020 $734,783 $816,280 $2,939,427 $-81,497
2019 $956,448 $1,299,077 $3,067,100 $-342,629
2018 $1,225,716 $595,674 $3,317,604 $630,042
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