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
- 2026-05-05
- IRS object ID
- 202601259349202160
- Schema version
- 2025v4.0
- Note
- A later return for the same period supersedes this one.
- 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 | 2026-05-05T14:44:26-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 RD BLDG E | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342376410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 SOCIET | 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 | 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 | 9417780492 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA MCKAY | PreparerPersonNm |
| PTIN | P01297375 | PTIN |
| Phone | 9413664450 | PhoneNum |
| Preparation | 2026-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $64,066 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $42,010 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,553 | ProgramServiceRevenueAmt |
| Membership Dues | $4,131 | MembershipDuesAmt |
| Gross Sales Of Inventory | $7,780 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $47 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $7,733 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $3,592 | OtherRevenueTotalAmt |
| Total Revenue | $64,019 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $25,008 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $15,900 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $126 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $13,589 | OtherExpensesTotalAmt |
| Total Expenses | $54,623 | TotalExpensesAmt |
| Excess Or Deficit For Year | $9,396 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $132,248 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $141,644 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,864 | BOYAmt |
| EOY | $134,036 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,738 | BOYAmt |
| EOY | $7,682 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,602 | BOYAmt |
| EOY | $141,718 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,354 | BOYAmt |
| EOY | $74 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,248 | BOYAmt |
| EOY | $141,644 | 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 HISTORICAL SOCITY IS TO EDUCATE THE PUBLIC BY BRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. MEMBERS GO TO SCHOOLS, CHURCHES AND CIVIC ORGANIZATIONS AND PRESENT THE PROGRAMS ON THE EARLY DAYS OF THE ISLAND. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| THE PURPOSE OF THE ANNA MARIA HISTORICAL SOCITY IS TO EDUCATE THE PUBLIC BY BRING 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 MONTHE 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 REENACEMENT OF THE ISLAND'S PAST. | |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $54,623 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BARBARA MURPHY | ||
| DIRECTOR | 10.00 | $0 |
| CAROLYN ORSHAK | ||
| P | 10.00 | $0 |
| EILEEN JELLISON | ||
| DIRECTOR | 10.00 | $0 |
| ELIZABETH HAGER | ||
| VP | 10.00 | $0 |
| EVELYN HOSKINS | ||
| DIRECTOR | 10.00 | $0 |
| GEORGE MCKAY | ||
| TREASURER | 10.00 | $0 |
| KATHERINE PRIMEAU | ||
| DIRECTOR | 10.00 | $0 |
| MARION HARBIN | ||
| DIRECTOR | 10.00 | $0 |
| SHARON ROWE | ||
| DIRECTOR | 10.00 | $0 |
| SUE GEORGE | ||
| SECRETARY | 10.00 | $0 |
| WILLIAM ROMBERGER | ||
| DIRECTOR | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | 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 | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $14,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,010 | CurrentTaxYearAmt |
| Total | $227,432 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $14,276 | CurrentTaxYearAmt |
| Total | $14,276 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,914 | CurrentTaxYearMinus1YearAmt |
| Total | $71,663 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,946 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,286 | CurrentTaxYearAmt |
| Total | $313,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $313,371 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,578 | CurrentTaxYearAmt |
| Total | $10,031 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,578 | CurrentTaxYearAmt |
| Total | $10,031 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,864 | CurrentTaxYearAmt |
| Total | $323,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98000 | PublicSupportPY509Pct |
| Investment Income CY | 0.03000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | INTEREST 3,498 DIVIDEND 80 SALES TAX ALLOWANCE 14 TOTAL 3,592 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 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 24 | INVENTORIES 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 26 | S/T PAYABLE 0 74 BISHOP PRKER OFFICE EQUIP GRANT 2,354 0 |
| FORM 990-EZ, PART III | THE PURPOSE OF THE ANNA MARIA ISLAND HISTORICAL SOCITY IS TO EDUCATE THE PUBLIC BY BRING THE HISTORY OF ANNA MARIA ISLAND TO THEM. MEMBERS GO TO SCHOOLS, CHURCHES AND CIVIC ORGANIZATIONS AND PRESENT THE PROGRAMS ON THE EARLY DAYS OF THE ISLAND. |
| FORM 990-EZ, PART III, LINE 28 | THE PURPOSE OF THE ANNA MARIA HISTORICAL SOCITY IS TO EDUCATE THE PUBLIC BY BRING 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 29 | 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. |
| FORM 990-EZ, PART III, LINE 30 | ABOUT TWENTY FIVE MEMBERS ARE DOCENTS IN THE MUSEUM. DURING COUNTY HERITAGE MONTHE 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 REENACEMENT OF THE ISLAND'S PAST. |
| FORM 990-EZ, PART III, LINE 31 | 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. |
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