ANNA MARIA ISLAND HISTORICAL SOCIETY INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ANNA MARIA ISLAND HISTORICAL SOCIETY INC (EIN 65-0248909)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-20
IRS object ID
202622019349200757
Schema version
2025v4.0
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

FieldValueIRS element (for citing)
Return2026-07-20T10:12:13-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593618759PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTERS & ASSOCIATES CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13277 FRUITVILLE RD BLDG EAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342376410ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650248909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNA MARIA ISLAND HISTORICALBusinessNameLine1Txt
Business Name Line2SOCIETY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9417780492PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 PINE AVENUEAddressLine1Txt
CityANNA MARIACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MCKAYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9417780492PhoneNum
Signature2026-04-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA MCKAYPreparerPersonNm
PTINP01297375PTIN
Phone9413664450PhoneNum
Preparation2026-07-20PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$64,066GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$42,010ContributionsGiftsGrantsEtcAmt
Program Service Revenue$6,553ProgramServiceRevenueAmt
Membership Dues$4,131MembershipDuesAmt
Gross Sales Of Inventory$7,780GrossSalesOfInventoryAmt
Cost Of Goods Sold$47CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$7,733GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$3,592OtherRevenueTotalAmt
Total Revenue$64,019TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$25,008FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$15,900OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$126PrintingPublicationsPostageAmt
Other Expenses Total$13,589OtherExpensesTotalAmt
Total Expenses$54,623TotalExpensesAmt
Excess Or Deficit For Year$9,396ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$132,248NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$141,644NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$130,864BOYAmt
EOY$134,036EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$3,738BOYAmt
EOY$7,682EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$134,602BOYAmt
EOY$141,718EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,354BOYAmt
EOY$74EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$132,248BOYAmt
EOY$141,644EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE PURPOSE OF THE ANNA MARIA ISLAND HISTORICAL SOCIETY IS TO EDUCATE THE PUBLIC BY BRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. HELD ANNUAL HERITAGE FESTIVAL FOR COMMUNITY AND VISITORS. HELD INFO BOOTH AT HOLMES BEACH 75TH ANNIV. CELEBRATION. PARTICIPATED AND GAVE TOURS AT ANNUAL BAYFEST AND HOLIDAY WALK CELEBRATIONS.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
THE PURPOSE OF THE ANNA MARIA ISLAND HISTORICAL SOCIETY IS TO EDUCATE THE PUBLIC BYBRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. MEMBERS GO TO SCHOOLS,CHURHCES AND CIVIC ORGANIZATIONS, AND PRESENT THE PROGRAMS ON THE EARLY DAYS OF THE ISLAND.
EACH YEAR ABOUT FIVE THOUSAND PEOPLE FROM THE THE WORLD VISIT THE ANNA MARIA ISLAND HISTORICAL MUSEUM. THEY NOT ONLY LEARN ABOUT THE EARLY DAYS OF THE ISLAND BUT PURCHASE MANY ITEMS FROM THE GIFT SHOP. WE ARE ABLE TO PURCHASE A VARIETY OF SALEABLES DUE TO THE FACT WE ARE TAX EXEMPT. WITH THE MONEY WE SAVE WE ARE ABLE TO PRESENT A HIGH SCHOOL SENIOR WITH A SCHOLARSHIP EACH YEAR TO FURTHER HIS OR HER STUDY OF HISTORY. MANY STUDENT FIND A WEALTH OF INFORMATION IN THE MUSEUM.
ABOUT TWENTY FIVE MEMBERS ARE DOCENTS IN THE MUSEUM. DURING COUNTY HERITAGE MONTH THE MUSEUM HAS OPEN HOUSE AND EARLY ISLAND CRAFTS ARE DEMONSTRATED.
A MUSEUM WITH FREE ADMISSSION, IS OPEN TO THE PUBLIC. INCLUDE IN THE EXHIBITS ARE ARTIFACTS, PICTURES, CHARTS,MAPS, AND NEWSPAPER ARTICLES AND VIDEOS DEALING THE HISTORY OF THE ISLAND. MEMBERS OF THE SOCIETY COLLECT, RESEARCH, PRESERVE AND EXHIBIT ITEMS, AND STRIVE TO CONTINUE THE HERTIAGE OF THE ISLAND. DESCRIBE WHAT WAS ACHIVED IN CARRYING OUT THE ORGANIZATIONS EXEMPT PURPOSES.$54,623
FieldValueIRS element (for citing)
Total Program Service Expenses$54,623TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BARBARA MURPHY
DIRECTOR10.00$0
CAROLYN ORSHAK
P10.00$0
EILEEN JELLISON
DIRECTOR10.00$0
ELIZABETH HAGER
VP10.00$0
EVELYN HOSKINS
DIRECTOR10.00$0
GEORGE MCKAY
TREASURER10.00$0
MARION HARBIN
DIRECTOR10.00$0
SHARON ROWE
DIRECTOR10.00$0
SUE GEORGE
SECRETARY10.00$0
WILLIAM ROMBERGER
DIRECTOR10.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGEORGE MCKAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2030AddressLine1Txt
CityANNA MARIACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34216ZIPCd
FieldValueIRS element (for citing)
Phone9412017089PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,363CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62,278CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$89,061CurrentTaxYearMinus1YearAmt
Current Tax Year$42,010CurrentTaxYearAmt
Total$227,432TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$14,276CurrentTaxYearAmt
Total$14,276TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,247CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,834CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,914CurrentTaxYearMinus1YearAmt
Total$71,663TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,197CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$79,946CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,975CurrentTaxYearMinus1YearAmt
Current Tax Year$56,286CurrentTaxYearAmt
Total$313,371TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$313,371PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,441CurrentTaxYearMinus1YearAmt
Current Tax Year$3,578CurrentTaxYearAmt
Total$10,031TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,441CurrentTaxYearMinus1YearAmt
Current Tax Year$3,578CurrentTaxYearAmt
Total$10,031TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,662CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,416CurrentTaxYearMinus1YearAmt
Current Tax Year$59,864CurrentTaxYearAmt
Total$323,402TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96900PublicSupportCY509Pct
Public Support PY5090.98000PublicSupportPY509Pct
Investment Income CY0.03000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PAGE 1, ITEM BPART IV - LIST OF DIRECTORS CORRECTED PART III - LINE 28, 29, 30 AND 31 AMENDED
FORM 990-EZ, PART I, LINE 8INTEREST 3,498 DIVIDEND 80 SALES TAX ALLOWANCE 14 TOTAL 3,592
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING 695 OFFICE SUPPLIES 3,585 WEBSITE/INTERNET 576 MEETINGS 86 INSUARNCE 961 CHAMBER MEETING 117 CHRISTMAS WALK 48 CLEANING 825 CLOVER APP FEE 1,079 CREDIT CARD FEE 694 DUES 479 GIFT 300 HOLIDAY OPEN HOUSE 46 LICENSE 136 MUSICIAN 200 OPEN HOUSE 147 SCHOLARSHIP FUND 2,000 SMALL EQUIPMENT 629 SOFTWARE 80 TOYS EXP 897 YARD/GARDENS 9 TOTAL 13,589
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 2,605 6,549 EXXON STOCK 1,133 1,133 TOTAL 3,738 7,682
FORM 990-EZ, PART II, LINE 26S/T PAYABLE 0 74 BISHOP PRKER OFFICE EQUIP GRANT 2,354 0
FORM 990-EZ, PART IIITHE PURPOSE OF THE ANNA MARIA ISLAND HISTORICAL SOCIETY IS TO EDUCATE THE PUBLIC BY BRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. HELD ANNUAL HERITAGE FESTIVAL FOR COMMUNITY AND VISITORS. HELD INFO BOOTH AT HOLMES BEACH 75TH ANNIV. CELEBRATION. PARTICIPATED AND GAVE TOURS AT ANNUAL BAYFEST AND HOLIDAY WALK CELEBRATIONS.
FORM 990-EZ, PART III, LINE 28THE PURPOSE OF THE ANNA MARIA ISLAND HISTORICAL SOCIETY IS TO EDUCATE THE PUBLIC BYBRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. MEMBERS GO TO SCHOOLS,CHURHCES AND CIVIC ORGANIZATIONS, AND PRESENT THE PROGRAMS ON THE EARLY DAYS OF THE ISLAND.
FORM 990-EZ, PART III, LINE 29EACH YEAR ABOUT FIVE THOUSAND PEOPLE FROM THE THE WORLD VISIT THE ANNA MARIA ISLAND HISTORICAL MUSEUM. THEY NOT ONLY LEARN ABOUT THE EARLY DAYS OF THE ISLAND BUT PURCHASE MANY ITEMS FROM THE GIFT SHOP. WE ARE ABLE TO PURCHASE A VARIETY OF SALEABLES DUE TO THE FACT WE ARE TAX EXEMPT. WITH THE MONEY WE SAVE WE ARE ABLE TO PRESENT A HIGH SCHOOL SENIOR WITH A SCHOLARSHIP EACH YEAR TO FURTHER HIS OR HER STUDY OF HISTORY. MANY STUDENT FIND A WEALTH OF INFORMATION IN THE MUSEUM.
FORM 990-EZ, PART III, LINE 31A MUSEUM WITH FREE ADMISSSION, IS OPEN TO THE PUBLIC. INCLUDE IN THE EXHIBITS ARE ARTIFACTS, PICTURES, CHARTS,MAPS, AND NEWSPAPER ARTICLES AND VIDEOS DEALING THE HISTORY OF THE ISLAND. MEMBERS OF THE SOCIETY COLLECT, RESEARCH, PRESERVE AND EXHIBIT ITEMS, AND STRIVE TO CONTINUE THE HERTIAGE OF THE ISLAND. DESCRIBE WHAT WAS ACHIVED IN CARRYING OUT THE ORGANIZATIONS EXEMPT PURPOSES.

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