Civic Intelligence

Anna Maria Island Historical Society Inc

EIN 65-0248909 • 501(c)3 • Anna Maria, FL

Profile

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.

402 Pine Avenue 4315Anna Maria, FL 34216

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$134,608

Up $35,687 (+36%) from 2023

Liabilities

Up

$2,354

Up $2,297 (+4030%) from 2023

Net Assets

Up

$132,254

Up $33,390 (+34%) from 2023

Revenue

Up

$88,193

Up $15,393 (+21%) from 2023

Expenses

Down

$54,803

Down $31,678 (-37%) from 2023

Net Income

Up

$33,390

Up $47,071 (+344%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $67,392Liabilities 2010: $0Net Assets 2010: $67,3922010Assets 2023: $98,921Liabilities 2023: $57Net Assets 2023: $98,8642023Assets 2024: $134,608Liabilities 2024: $2,354Net Assets 2024: $132,2542024

Highlighted filing

2024

Assets$134,608
Liabilities$2,354
Net Assets$132,254

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $15,653Expenses 2010: $30,061Net Income 2010: -$14,4082010Revenue 2023: $72,800Expenses 2023: $86,481Net Income 2023: -$13,6812023Revenue 2024: $88,193Expenses 2024: $54,803Net Income 2024: $33,3902024

Highlighted filing

2024

Revenue$88,193
Expenses$54,803
Net Income$33,390

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 6, 2025
Return Version
2024v5.2
Gross Receipts
$109,416
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA MURPHYDirectorPT$0--
EILEEN JELLISONDirectorPT$0--
EVELYN HOSKINSDirectorPT$0--
KATHERINE PRIMEAUDirectorPT$0--
MARION HARBINDirectorPT$0--
SHARON ROWEDirectorPT$0--
WILLIAM ROMBERGERDirectorPT$0--
CAROLYN ORSHAKPPT$0--
ELIZABETH HAGERVPPT$0--
GEORGE MCKAYTreasurerPT$0--
SUE GEORGESecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Anna Maria Island Historical Society Inc
EIN
65-0248909
Phone
9417780492
Address
402 PINE AVENUE 4315, ANNA MARIA, FL 34216

Signing Officer

Name
George Mckay
Title
Treasurer
Phone
9415017089
Signed
2025-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Walters & Associates Cpas
Address
3277 FRUITVILLE ROAD BLDG E, SARASOTA, FL 34237
Preparer
Linda Mckay
Phone
9417560700
Supplemental Narrative

Additional Explanations

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.

Raw XML Appendix235 raw XML fields

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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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EACH 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ABOUT 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST. AMOUNT: 3,364. DESCRIPTION: DIVIDENDS. AMOUNT: 77. DESCRIPTION: SALES TAX ALLOWANCE. AMOUNT: 19. TOTAL TO FORM 990-EZ, LINE 8: 3,460.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: 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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE MCKAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09415017089
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA MARIA ISLAND HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0650248909
ReturnHeader/Filer/PhoneNum09417780492
ReturnHeader/Filer/USAddress/AddressLine1Txt0402 PINE AVENUE 4315
ReturnHeader/Filer/USAddress/CityNm0ANNA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593618759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTERS & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03277 FRUITVILLE ROAD BLDG E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09417560700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA MCKAY
ReturnHeader/ReturnTs02025-09-06T09:55:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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