ANNA MARIA ISLAND HISTORICAL SOCIETY INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANNA MARIA ISLAND HISTORICAL SOCIETY INC (EIN 65-0248909)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-10
IRS object ID
202441629349200214
Schema version
2023v5.0
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)
Return2024-06-10T11:37:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Line15266 OFFICE PARK BLVD STE 204AddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34203ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650248909EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNA MARIA ISLAND HISTORICAL SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone9417780492PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1402 PINE AVENUE 4315AddressLine1Txt
CityANNA MARIACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MCKAYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9415017089PhoneNum
Signature2024-06-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastMCKAYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA MCKAYPreparerPersonNm
PTINP01297375PTIN
Phone9417560700PhoneNum
Preparation2024-05-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
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$82,350GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$58,878ContributionsGiftsGrantsEtcAmt
Program Service Revenue$5,346ProgramServiceRevenueAmt
Membership Dues$3,400MembershipDuesAmt
Gross Sales Of Inventory$12,296GrossSalesOfInventoryAmt
Cost Of Goods Sold$9,550CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$2,746GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$2,430OtherRevenueTotalAmt
Total Revenue$72,800TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$70,629FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$5,163OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$73PrintingPublicationsPostageAmt
Other Expenses Total$10,616OtherExpensesTotalAmt
Total Expenses$86,481TotalExpensesAmt
Excess Or Deficit For Year-$13,681ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$112,545NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$98,864NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$97,791BOYAmt
EOY$84,106EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$14,815BOYAmt
EOY$14,815EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$112,606BOYAmt
EOY$98,921EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$61BOYAmt
EOY$57EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$112,545BOYAmt
EOY$98,864EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE PURPOSE OF THE ANNA MARIA ISLAND HOSTORICAL SOCIETY IS TO EDUCATE THE PUBLIC BY BRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. MEMBERS TO SCHOOLS, CHURCHES AND CIVIC ORGANIZATIONS, AND PRESENT THE PROGRAMS ON THE EARLY DAYS OF THE ISLAND.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
A MUSEUM, WITH FREE ADMISSION, IS OPEN TO THE PUBLIC. INCLUDED IN THE EXHIBITS ARE ARTIFACTS, PICTURES, CHARTS, MAPS, AND NEWSPAPER ARTICLES AND VIDEOS DEALING WITH THE HISTORY OF THE ISLAND. MEMBERS OF THE SOCIETY COLLECT, RESEARCH, PRESERVE AND EXHIBIT ITEMS, AND STRIVE TO CONTINUE THE HERITAGE OF THE ISLAND. DESCRIBE WHAT WAS ACHIEVED IN CARRYING OUT THE ORGANIZATIONS EXEMPT PURPOSES.$0$0
EACH YEAR ABOUT TWO THOUSAND PEOPLE FROM AROUND 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 VARIEY 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 EVERY YEAR TO FURTHER HIS OR HER STUDY OF HISTORY. MANY STUDENTS FIND A WEALTH OF INFORMATION IN THE MUSEUM.$0$0
ABOUT TWENTY FIVE MEMBERS ARE DOCENTS IN THE MUSEUM.. DURING COUNTY HERITAGE MONTH THE MUSEUM HAS OPEN HOUSE AND EARLY ISLAND CRAFTS ARE DEMONSTRATED. AN ANNUAL DINNER AND PAGEANT IS HELD EACH YEAR. THE PAGEANT IS A HISTORICAL REENACTMENT OF THE ISLAND'S PAST.$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH HAGER
PRESIDENT10.00$0$0$0
BARBARA MURPHY
VP10.00$0$0$0
GEORGE MCKAY
TREASURER10.00$0$0$0
CAROLYN ORSHAK
SECRETARY10.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)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$13,571CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,249CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,720CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,363CurrentTaxYearMinus1YearAmt
Current Tax Year$62,278CurrentTaxYearAmt
Total$118,181TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,985CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,247CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,834CurrentTaxYearMinus1YearAmt
Current Tax Year$17,668CurrentTaxYearAmt
Total$84,839TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,234CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,197CurrentTaxYearMinus1YearAmt
Current Tax Year$79,946CurrentTaxYearAmt
Total$203,020TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$203,020PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$465CurrentTaxYearMinus1YearAmt
Current Tax Year$2,404CurrentTaxYearAmt
Total$3,245TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$143CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$465CurrentTaxYearMinus1YearAmt
Current Tax Year$2,404CurrentTaxYearAmt
Total$3,245TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,807CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,336CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,110CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,662CurrentTaxYearMinus1YearAmt
Current Tax Year$82,350CurrentTaxYearAmt
Total$206,265TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98430PublicSupportCY509Pct
Investment Income CY0.01570InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORYINCOME: GROSS RECEIPTS: 12,296. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 9,550. GROSS PROFIT: 2,746. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 9,550. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 9,550.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST. AMOUNT: 2,330. DESCRIPTION: DIVIDENDS. AMOUNT: 74. DESCRIPTION: SALES TAX ALLOWANCE. AMOUNT: 26. TOTAL TO FORM 990-EZ, LINE 8: 2,430.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: ADVERTISING. AMOUNT: 909. DESCRIPTION: CLOVER APP FEE. AMOUNT: 182. DESCRIPTION: CREDIT CARD FEE. AMOUNT: 636. DESCRIPTION: DUES. AMOUNT: 415. DESCRIPTION: GIFTS. AMOUNT: 175. DESCRIPTION: HOLIDAY OPEN HOUSE. AMOUNT: 30. DESCRIPTION: INSURANCE. AMOUNT: 884. DESCRIPTION: LICENSE. AMOUNT: 136. DESCRIPTION: LUNCHEON. AMOUNT: 59. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,793. DESCRIPTION: SCHOLARSHIPS GIVEN. AMOUNT: 4,000. DESCRIPTION: SOFTWARE. AMOUNT: 758. DESCRIPTION: VETERANS DAY EXP. AMOUNT: 26. DESCRIPTION: FESTIVAL EXPENSES. AMOUNT: 613. TOTAL TO FORM 990-EZ, LINE 16: 10,616.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: EXXON STOCK. BEG. OF YEAR AMOUNT: 1,133. END OF YEAR AMOUNT: 1,133. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 13,682. END OF YEAR AMOUNT: 13,682.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: S/T PAYABLE. BEG. OF YEAR AMOUNT: 61. END OF YEAR AMOUNT: 57.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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