ANNA MARIA ISLAND HISTORICAL SOCIETY INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA ISLAND HISTORICAL SOCIETY INC (EIN 65-0248909)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-06
- IRS object ID
- 202522499349200002
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-06T09:55:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593618759 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTERS & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3277 FRUITVILLE ROAD BLDG E | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650248909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA MARIA ISLAND HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 9417780492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 PINE AVENUE 4315 | AddressLine1Txt |
| City | ANNA MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MCKAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9415017089 | PhoneNum |
| Signature | 2025-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA MCKAY | PreparerPersonNm |
| PTIN | P01297375 | PTIN |
| Phone | 9417560700 | PhoneNum |
| Preparation | 2025-09-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $109,416 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $86,791 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $5,546 | ProgramServiceRevenueAmt |
| Membership Dues | $2,270 | MembershipDuesAmt |
| Cost Or Other Basis Expense Sale | $13,682 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$13,682 | GainOrLossFromSaleOfAssetsAmt |
| Gross Sales Of Inventory | $11,349 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,541 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $3,808 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $3,460 | OtherRevenueTotalAmt |
| Total Revenue | $88,193 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $25,334 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $5,657 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $275 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,537 | OtherExpensesTotalAmt |
| Total Expenses | $54,803 | TotalExpensesAmt |
| Excess Or Deficit For Year | $33,390 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $98,864 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $132,254 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,106 | BOYAmt |
| EOY | $130,870 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,815 | BOYAmt |
| EOY | $3,738 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,921 | BOYAmt |
| EOY | $134,608 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57 | BOYAmt |
| EOY | $2,354 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,864 | BOYAmt |
| EOY | $132,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE 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 AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| BARBARA MURPHY | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| EILEEN JELLISON | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| EVELYN HOSKINS | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| KATHERINE PRIMEAU | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| MARION HARBIN | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| SHARON ROWE | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| WILLIAM ROMBERGER | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| CAROLYN ORSHAK | ||||
| P | 10.00 | $0 | $0 | $0 |
| ELIZABETH HAGER | ||||
| VP | 10.00 | $0 | $0 | $0 |
| GEORGE MCKAY | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| SUE GEORGE | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MCKAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2030 | AddressLine1Txt |
| City | ANNA MARIA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9412017089 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,249 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,061 | CurrentTaxYearAmt |
| Total | $193,671 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,914 | CurrentTaxYearAmt |
| Total | $87,648 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,975 | CurrentTaxYearAmt |
| Total | $281,319 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $281,319 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,441 | CurrentTaxYearAmt |
| Total | $6,555 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,441 | CurrentTaxYearAmt |
| Total | $6,555 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,416 | CurrentTaxYearAmt |
| Total | $287,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98430 | PublicSupportPY509Pct |
| Investment Income CY | 0.02280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY | INCOME: GROSS RECEIPTS: 11,349. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 7,541. GROSS PROFIT: 3,808. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 10,146. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 2,605. COST OF GOODS SOLD: 7,541. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: INTEREST. AMOUNT: 3,364. DESCRIPTION: DIVIDENDS. AMOUNT: 77. DESCRIPTION: SALES TAX ALLOWANCE. AMOUNT: 19. TOTAL TO FORM 990-EZ, LINE 8: 3,460. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING. AMOUNT: 2,728. DESCRIPTION: CLEANING. AMOUNT: 1,530. DESCRIPTION: CLOVER APP FEE. AMOUNT: 883. DESCRIPTION: CREDIT CARD FEE. AMOUNT: 727. DESCRIPTION: DUES. AMOUNT: 220. DESCRIPTION: FESTIVAL EXPENSES. AMOUNT: 1,582. DESCRIPTION: GIFTS. AMOUNT: 200. DESCRIPTION: INSURANCE. AMOUNT: 854. DESCRIPTION: LICENSE. AMOUNT: 250. DESCRIPTION: LUNCHEON. AMOUNT: 180. DESCRIPTION: MISC EXP. AMOUNT: 2,613. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 3,585. DESCRIPTION: SCHOLARSHIPS GIVEN. AMOUNT: 6,000. DESCRIPTION: SOFTWARE. AMOUNT: 2,185. TOTAL TO FORM 990-EZ, LINE 16: 23,537. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: EXXON STOCK. BEG. OF YEAR AMOUNT: 1,133. END OF YEAR AMOUNT: 1,133. DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,605. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 13,682. END OF YEAR AMOUNT: 0. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: S/T PAYABLE. BEG. OF YEAR AMOUNT: 57. END OF YEAR AMOUNT: 0. DESCRIPTION: BISHOP PARKER OFFICE EQUIP GRANT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,354. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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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