Civic Intelligence

Historic Annapolis Inc.

990 • Fiscal year 2016 • EIN 52-0645783

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 06, 2017

42 East StreetAnnapolis, MD 21401

(410) 267-7619

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.18x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.38x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

64th percentile

7.0%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$167,688

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

38%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,413,224

Up $574,895 (+12%) from 2015

Net Assets

Up

$4,412,911

Up $151,229 (+3.5%) from 2015

Liabilities

Up

$1,000,313

Up $423,666 (+73%) from 2015

Revenue

Up

$2,605,258

Up $723,337 (+38%) from 2015

Expenses

Up

$2,424,101

Up $267,810 (+12%) from 2015

Net Income

Up

$181,157

Up $455,527 (+166%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $5,396,759Liabilities 2011: $389,174Net Assets 2011: $5,007,5852011Assets 2012: $5,174,078Liabilities 2012: $400,405Net Assets 2012: $4,773,6732012Assets 2013: $4,834,455Liabilities 2013: $482,740Net Assets 2013: $4,351,7152013Assets 2014: $5,068,184Liabilities 2014: $519,758Net Assets 2014: $4,548,4262014Assets 2015: $4,838,329Liabilities 2015: $576,647Net Assets 2015: $4,261,6822015Assets 2016: $5,413,224Liabilities 2016: $1,000,313Net Assets 2016: $4,412,9112016Assets 2017: $5,917,336Liabilities 2017: $713,434Net Assets 2017: $5,203,9022017Assets 2018: $7,794,146Liabilities 2018: $1,043,975Net Assets 2018: $6,750,1712018Assets 2019: $9,658,287Liabilities 2019: $1,347,203Net Assets 2019: $8,311,0842019Assets 2020: $11,216,187Liabilities 2020: $1,140,113Net Assets 2020: $10,076,0742020Assets 2021: $13,527,695Liabilities 2021: $1,183,531Net Assets 2021: $12,344,1642021Assets 2022: $14,962,787Liabilities 2022: $793,545Net Assets 2022: $14,169,2422022Assets 2023: $18,310,622Liabilities 2023: $985,542Net Assets 2023: $17,325,0802023Assets 2024: $21,808,479Liabilities 2024: $840,162Net Assets 2024: $20,968,3172024Assets 2025: $26,701,665Liabilities 2025: $861,045Net Assets 2025: $25,840,6202025

Highlighted filing

2016

Assets$5,413,224
Liabilities$1,000,313
Net Assets$4,412,911

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,511,464Expenses 2011: $1,845,691Net Income 2011: -$334,2272011Expenses 2012: $1,655,1812012Expenses 2013: $1,844,9462013Revenue 2014: $1,925,405Expenses 2014: $1,795,508Net Income 2014: $129,8972014Revenue 2015: $1,881,921Expenses 2015: $2,156,291Net Income 2015: -$274,3702015Revenue 2016: $2,605,258Expenses 2016: $2,424,101Net Income 2016: $181,1572016Revenue 2017: $3,147,553Expenses 2017: $2,416,003Net Income 2017: $731,5502017Revenue 2018: $3,899,031Expenses 2018: $2,362,015Net Income 2018: $1,537,0162018Revenue 2019: $4,063,802Expenses 2019: $2,507,272Net Income 2019: $1,556,5302019Revenue 2020: $4,170,932Expenses 2020: $2,398,831Net Income 2020: $1,772,1012020Revenue 2021: $4,448,937Expenses 2021: $2,266,096Net Income 2021: $2,182,8412021Revenue 2022: $4,263,838Expenses 2022: $2,351,882Net Income 2022: $1,911,9562022Revenue 2023: $5,493,798Expenses 2023: $2,367,847Net Income 2023: $3,125,9512023Revenue 2024: $6,127,085Expenses 2024: $2,525,980Net Income 2024: $3,601,1052024Revenue 2025: $7,668,131Expenses 2025: $2,837,644Net Income 2025: $4,830,4872025

Highlighted filing

2016

Revenue$2,605,258
Expenses$2,424,101
Net Income$181,157
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 6, 2017
Return Version
2015v3.0
Gross Receipts
$2,795,012
Mission and Program Overview

Mission

We are the leading nonprofit preservation and history organization in annapolis, md. Our mission is to preserve and protect the historic places, objects, and stories of maryland's capital city, and provide engaging experiences that connect people to the area's heritage.

The mission of historic annapolis, inc. Is to champion historic preservation in annapolis as a means to interpret the past, appreciate the present, and shape the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,372,452$2,848,716▲ $476,264
Investments in Publicly Traded Securities$568,090$553,976▼ $14,114
Pledges and Grants Receivable$164,994$348,779▲ $183,785
Savings and Temporary Cash Investments$302,075$212,503▼ $89,572
Inventories for Sale or Use$157,168$176,271▲ $19,103
Accounts Receivable$141,507$141,300▼ $207
Prepaid Expenses and Deferred Charges$17,073$8,520▼ $8,553
Total Assets$4,838,329$5,413,224▲ $574,895
Other Assets Total$1,114,970$1,123,159▲ $8,189
Liabilities
Mortgage Notes Payable Secured by Investment Property$286,416$690,480▲ $404,064
Accounts Payable and Accrued Expenses$177,326$240,962▲ $63,636
Deferred Revenue$112,905$68,871▼ $44,034
Total Liabilities$576,647$1,000,313▲ $423,666
Net Assets / Fund Balance
Unrestricted Net Assets$3,124,231$3,040,591▼ $83,640
Temporarily Rstr Net Assets$937,451$1,172,320▲ $234,869
Permanently Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$4,261,682$4,412,911▲ $151,229
Total Liabilities and Net Assets / Fund Balance$4,838,329$5,413,224▲ $574,895

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,838,755$2,301,633$4,140,388
Equipment$83,233$1,165,468$1,248,701
Other Land Buildings$687,617-$687,617
Land$239,111-$239,111
Other Assets Org$1,116,100--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$251,310-▼ $1,214$745$249,351
2014$242,362-▲ $9,700$752$251,310
2013$205,718-▲ $37,117$473$242,362
2012$351,668-▲ $35,082$181,032$205,718
2011$350,000$1,668--$351,668
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert ClarkPresidentFT$162,577$5,111$167,688
Ludmila MikhailovaVice-president of FinanceFT$67,500$2,229$69,729

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,839,069
Program Service Revenue
$230,076
Investment Income
$27,041
Other Revenue
$509,072
All Other Contributions
$537,561
Change in Net Assets
$181,157

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$22,170Fair Market Value
Other Non Cash Contri Table1$5,386Fair Market Value
Art Historical Treasures6$3,455Fair Value
Other Non Cash Contri Table1$3,428Fair Market Value
Total Noncash Contributions10$34,439-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,605,258
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$159,826
Total Revenue per Audited Statements
$2,765,084
Total Revenue per Form 990
$2,605,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,276,601
Other Expenses$1,147,500
Total Fundraising Expense$329,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$783,137$58,870$54,181$896,188
Current Officers, Directors, Trustees, and Key Employees$110,674$103,267$23,476$237,417
Fees for Services Management$65,209$53,099$117,631$235,939
Office Expenses$115,662$40,844$36,938$193,444
Depreciation Depletion$66$148,000$988$149,054
Payroll Taxes$88,546$5,427$2,681$96,654
Occupancy$59,748$15,249-$74,997
Insurance$48,756$9,858$8,449$67,063
Advertising$12,080$7,049$22,585$41,714
Fees for Services Other$11,088$9,028$20,001$40,117
Other Employee Benefits$33,357$853$1,477$35,687
Other Expenses$23,068$5,887$16,675$28,955
Interest$6,623$11,454-$18,077
All Other Expenses$11,301$5,921$833$18,055
Fees for Services Accounting$1,190$16,476-$17,666
Information Technology$3,330$2,712$6,008$12,050
Pension Plan Contributions$10,591-$64$10,655
Travel$5,599$1,422$1,991$9,012
Fees for Services Legal$79$1,091-$1,170
Total Functional Expenses$1,558,191$536,816$329,094$2,424,101

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,613,855
Expenses per Audited Statements$2,424,101
Total Expenses per Form 990$2,424,101
Expenses Not Reported on Form 990$189,754
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The overall form 990 is reviewed in advance of perparation/completion for new or changed requirements by ha's senior financial officer. Questions, if any are discussed with the auditor (preparer of the form 990). Source documentation specific to form 990, not previously provided to the auditor, is collected, reviewed for completeness and accuracy, and then is forwarded to the auditor (preparer). The auditor (preparer) and the senior financial officer will discuss, clarify or resolve any issues identified during the preparation of the form 990. The completed form is reviewed by the senior financial officer and the auditor (preparer). The senior financial officer will then review the completed form with the treasurer of the board of trustees. Any questions remaining will be reviewed with the auditor (preparer) for resolution. The treasurer of the board of trustees, the president/ceo and/or the senior financial officer will then sign and mail the form 990.

Form 990, Part VI, Section B, Line 12C

Ha has a written conflict of interest policy. All board and staff members are required to review the policy and present a signed acknowledgement that they (a) have no activities with the organization that are prohibited, or (b) that any activity where there may be a potential or perception of a conflict of interest has been indentified to the board of trustees for review and determination by the board as to any possible conflict of interest.

Form 990, Part VI, Section B, Line 15

Compensation of senior management is based on a review of compensation paid by other organizations of comparable size and location. For the position of the president, compensation is determined in a similar manner as other positions but also included the consideration of recommendations by consultants engaged in the recruitment of the president. Consideration is also given to the achievement of annual operating objectives.

Form 990, Part VI, Section C, Line 18

Ha will make its form 1023 and form 990 available to public inspection upon written request.

Form 990, Part VI, Section C, Line 19

Ha will make available on request, governing documents, operating policies and financial statements as required by the governing laws of the state and federal governments. Normally, half will initially refer the requesting individual or organization to public sources (e.g. Guidestar), however for information not available through public sources, ha will arrange an acceptable time to meet with the requesting individual at our buisness office to provide acces to the requested records. Proprietary or information of a confidential nature is normally not released except by legal process.

Filing and Contact Details

Filer

Filer Name
Historic Annapolis Inc
EIN
52-0645783
Phone
4102677619
Address
42 EAST STREET, ANNAPOLIS, MD 21401

Signing Officer

Name
Robert Clark
Title
President and CEO
Phone
4102677619
Signed
2017-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Clark
Formed
1952
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
51
Volunteers
1,100

Preparer

Firm
Mullen Sondberg Wimbish & Stone Pa
Address
2553 HOUSLEY ROAD SUITE 200, ANNAPOLIS, MD 21401-6751
Preparer
Patrick M Hantske CPA
Phone
4102244920
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

The board of directors is responsible for the selection of the independent auditor each year. The board of directors is also responsible for the oversight of the audit. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The organization follows the guidance of asc 740-10, accounting for uncertainty in income taxes which clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the financial statements, including those of non-profit organizations. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the organizations financial statements. Historic annapolis, inc. Analyzes tax positions taken, including those related to the requirements set forth in irc sec. 501(c)(3) to qualify as a tax exempt organization, activities performed by volunteers and board members, the reporting of unrelated business income, and its status as a tax-exempt organization under maryland state statute. Historic annapolis, inc. And port of annapolis, inc. Are not aware of any tax benefits arising from uncertain tax positions and there was no effect on the organizations financial position or changes in net assets as a result of analyzing its tax positions. Fiscal years ending on or after june 30, 2013 remain subject to examination by federal and state authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

RETAIL PURCHASES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

RETAIL PURCHASES

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE MISSION OF HISTORIC ANNAPOLIS, INC. IS TO CHAMPION HISTORIC PRESERVATION IN ANNAPOLIS AS A MEANS TO INTERPRET THE PAST, APPRECIATE THE PRESENT, AND SHAPE THE FUTURE.
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IRS990/Form990PartVIISectionAGrp/PersonNm8THEODORE MACK
IRS990/Form990PartVIISectionAGrp/PersonNm9ARTHUR JIB EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDIE HERMANN
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTOPHER SCHEIN
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm14FREDERICA STRUSE
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm16LUDMILA MIKHAILOVA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15162577
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1667500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE-PRESIDENT OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt01248713
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02795012
IRS990/GrossRentsGrp/RealAmt0281530
IRS990/GrossSalesOfInventoryAmt0402259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06008
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02712
IRS990/InformationTechnologyGrp/ProgramServicesAmt03330
IRS990/InformationTechnologyGrp/TotalAmt012050
IRS990/InsuranceGrp/FundraisingAmt08449
IRS990/InsuranceGrp/ManagementAndGeneralAmt09858
IRS990/InsuranceGrp/ProgramServicesAmt048756
IRS990/InsuranceGrp/TotalAmt067063
IRS990/InterestGrp/ManagementAndGeneralAmt011454
IRS990/InterestGrp/ProgramServicesAmt06623
IRS990/InterestGrp/TotalAmt018077
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0157168
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0176271
IRS990/InvestmentIncomeGrp/ExclusionAmt027041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027041
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0568090
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0553976
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03467101
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02372452
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02848716
IRS990/LandBldgEquipCostOrOtherBssAmt06315817
IRS990/LegalDomicileStateCd0MD
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt052795
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF HISTORIC ANNAPOLIS, INC. IS TO CHAMPION HISTORIC PRESERVATION IN ANNAPOLIS AS A MEANS TO INTERPRET THE PAST, APPRECIATE THE PRESENT, AND SHAPE THE FUTURE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0286416
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0690480
IRS990/NetAssetsOrFundBalancesBOYAmt04261682
IRS990/NetAssetsOrFundBalancesEOYAmt04412911
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0206035
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0212505
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt06470
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0281530
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0281530
IRS990/NetUnrelatedBusTxblIncmAmt0-224
IRS990/NetUnrlzdGainsLossesInvstAmt0-29928
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015249
IRS990/OccupancyGrp/ProgramServicesAmt059748
IRS990/OccupancyGrp/TotalAmt074997
IRS990/OfficeExpensesGrp/FundraisingAmt036938
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040844
IRS990/OfficeExpensesGrp/ProgramServicesAmt0115662
IRS990/OfficeExpensesGrp/TotalAmt0193444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01114970
IRS990/OtherAssetsTotalGrp/EOYAmt01123159
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01477
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0853
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033357
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035687
IRS990/OtherExpensesGrp/Desc0BUILDING & EQUIPMENT
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CATERING AND FOOD
IRS990/OtherExpensesGrp/FundraisingAmt015116
IRS990/OtherExpensesGrp/FundraisingAmt116675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020979
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111909
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27421
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt35887
IRS990/OtherExpensesGrp/ProgramServicesAmt065172
IRS990/OtherExpensesGrp/ProgramServicesAmt146888
IRS990/OtherExpensesGrp/ProgramServicesAmt256027
IRS990/OtherExpensesGrp/ProgramServicesAmt323068
IRS990/OtherExpensesGrp/TotalAmt0101267
IRS990/OtherExpensesGrp/TotalAmt175472
IRS990/OtherExpensesGrp/TotalAmt263448
IRS990/OtherExpensesGrp/TotalAmt328955
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015037
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015037
IRS990/OtherRevenueTotalAmt015037
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054181
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058870
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0783137
IRS990/OtherSalariesAndWagesGrp/TotalAmt0896188
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02681
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05427
IRS990/PayrollTaxesGrp/ProgramServicesAmt088546
IRS990/PayrollTaxesGrp/TotalAmt096654
IRS990/PensionPlanContributionsGrp/FundraisingAmt064
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010591
IRS990/PensionPlanContributionsGrp/TotalAmt010655
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0200000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0200000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0164994
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0348779
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017073
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08520
IRS990/PrincipalOfficerNm0ROBERT CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561520
IRS990/ProgramServiceRevenueGrp/Desc0TOUR ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0230076
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0230076
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0996628
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0226151
IRS990/PYOtherExpensesAmt01041590
IRS990/PYOtherRevenueAmt0454170
IRS990/PYProgramServiceRevenueAmt0204972
IRS990/PYRevenuesLessExpensesAmt0-274370
IRS990/PYSalariesCompEmpBnftPaidAmt01114701
IRS990/PYTotalExpensesAmt02156291
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01881921
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0181157
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt0281530
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0732678
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0302075
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0212503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01839069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0996628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01319998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0873395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0800508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05829598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016804
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011801
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013737
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0103541

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.7$0.86$25.8$7.67$2.84$4.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.84$21.0$6.13$2.53$3.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$0.99$17.3$5.49$2.37$3.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.79$14.2$4.26$2.35$1.91
2021Detailed filing. Detailed filing data is available for this year.$13.5$1.18$12.3$4.45$2.27$2.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$1.14$10.1$4.17$2.40$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$1.35$8.31$4.06$2.51$1.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$1.04$6.75$3.90$2.36$1.54
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.71$5.20$3.15$2.42$0.73
2016Detailed filing. Detailed filing data is available for this year.$5.41$1.00$4.41$2.61$2.42$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.58$4.26$1.88$2.16$0.27
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.52$4.55$1.93$1.80$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$0.48$4.35$1.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.40$4.77$1.66
2011Summary only. Only limited summary data is available for this year.$5.40$0.39$5.01$1.51$1.85$0.33