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Nonprofiteer
← MARCO ISLAND HISTORICAL SOCIETY INC

Form 990 for tax year 2024

Filed by MARCO ISLAND HISTORICAL SOCIETY INC.

Totals

Total revenue
$1,188,286
Total expenses
$734,630
Contributions and grants received
$1,040,226
Grants paid
$0
Program service revenue
$73,181
Investment income
$42,044
Other revenue
$32,835
Total assets, end of year
$2,275,148
Total liabilities, end of year
$114,728
Net assets or fund balances, end of year
$2,160,420
Program services expenses (Part IX)
$567,558
Management and general expenses
$54,636
Fundraising expenses
$112,436
Program service expenses (Part III)
$567,558

Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $45,675

  • 1c · Fundraising events

    $170,614

  • 1f · All other contributions, gifts and grants

    $823,937

  • 1g · Noncash contributions included above

    $18,259

  • 2a · Program service revenue: PROGRAM FEES

    total $72,681 · related or exempt $72,681

  • 2b · Program service revenue: ROSE AUDITORIUM

    total $500 · related or exempt $500

  • 3 · Investment income

    total $29,105 · excluded $29,105

  • 7a · Gross sales of assets other than inventory

    securities $12,939

  • 7c · Gain or loss

    securities $12,939

  • 7d · Net gain or loss

    total $12,939 · excluded $12,939

  • 8a · Fundraising events: gross income

    $40,759

  • 8a · Fundraising events: contributions included on line 1c

    $170,614

  • 8b · Fundraising events: direct expenses

    $75,715

  • 8c · Net income from fundraising events

    total -$34,956

  • 10a · Gross sales of inventory

    $122,646

  • 10b · Cost of goods sold

    $55,478

  • 10c · Net income from sales of inventory

    total $67,168 · related or exempt $67,168

  • 11a · Other revenue: OTHER INCOME

    total $623 · related or exempt $623

  • 11e · Other revenue, total

    $623

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $107,493 · program services $84,847 · management and general $7,549 · fundraising $15,097

  • 7 · Other salaries and wages

    total $297,797 · program services $235,058 · management and general $20,913 · fundraising $41,826

  • 11f · Fees: investment management

    total $4,872 · management and general $4,872

  • 11g · Fees: other

    total $13,650 · program services $9,541 · management and general $1,370 · fundraising $2,739

  • 12 · Advertising and promotion

    total $51,586 · program services $34,563 · management and general $5,674 · fundraising $11,349

  • 13 · Office expenses

    total $46,062 · program services $30,710 · management and general $4,970 · fundraising $10,382

  • 14 · Information technology

    total $27,913 · program services $27,913

  • 16 · Occupancy

    total $36,367 · program services $22,929 · management and general $3,071 · fundraising $10,367

  • 22 · Depreciation, depletion and amortization

    total $52,009 · program services $34,846 · management and general $5,721 · fundraising $11,442

  • 23 · Insurance

    total $901 · program services $604 · management and general $99 · fundraising $198

  • 24a · Other expenses: RESTORATION

    total $45,375 · program services $45,375

  • 24b · Other expenses: PROGRAM DIRECT EXPENSES

    total $22,499 · program services $22,499

  • 24c · Other expenses: EXHIBIT FEES

    total $12,550 · program services $12,550

  • 24d · Other expenses: FUNDRAISING

    total $6,750 · fundraising $6,750

  • 24e · All other expenses

    total $8,806 · program services $6,123 · management and general $397 · fundraising $2,286

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $424,339 · end of year $969,273

  • 8 · Inventories for sale or use

    beginning of year $23,454 · end of year $21,255

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,425 · end of year $14,720

  • 10a · Land, buildings and equipment: cost or other basis

    $553,800

  • 10b · Land, buildings and equipment: accumulated depreciation

    $222,717

  • 10c · Land, buildings and equipment, net

    beginning of year $383,092 · end of year $331,083

  • 15 · Other assets

    beginning of year $869,117 · end of year $938,817

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,908 · end of year $33,578

  • 19 · Deferred revenue

    beginning of year $46,000 · end of year $81,150

  • 27 · Net assets without donor restrictions

    beginning of year $1,559,453 · end of year $2,060,354

  • 28 · Net assets with donor restrictions

    beginning of year $100,066 · end of year $100,066

Mission and programs · 2024

Mission

THE MARCO ISLAND HISTORICAL SOCIETY, INC. IS ORGANIZED FOR THE PURPOSE OF PRESERVING THE HISTORY AND HERITAGE OF MARCO ISLAND AND THE SURROUNDING AREAS, PROMOTING AND MAINTAINING AN AWARENESS OF OUR AREA'S HISTORY, AND ITS IMPORTANCE FOR ITS MEMBERS AND THE COMMUNITY. IN FURTHERANCE OF THIS PURPOSE THE MARCO ISLAND HISORICAL SOCIETY, INC.: - PROVIDES PROGRAMS AND PROMOTES HISTORICAL AWARENESS IN THE COMMUNITY; - ENCOURAGES POSITIVE INTERACTIONS AMONG THE MARCO ISLAND HISTORICAL SOCIETY, INC., ITS MEMBERS AND THE RESIDENTS, GOVERNMENT AND OTHER COMMUNITY ORGANIZATIONS, NEIGHBORING COMMUNITIES, AND VISTORS TO MARCO ISLAND; - SUPPORTS ALL ACTIVITIES BELIEVED TO BE BENEFICIAL TO THE COMMUNITY AND ITS MEMBERS; - SPEAKS FOR ITS MEMBERSHIP IN CITY, COUNTY, STATE, AND NATIONAL LEGISLATIVE AND GOVERNMENTAL MATTERS; - OPERATES AND MAINTAINS AT THE MARCO ISLAND HISTORICAL MUSEUM, THE GIFT SHOP, THE OFFICES OF THE SOCIETY, AND THE ROSE HISTORY AUDIRORIUM; - RAISES AND PROVIDES FUNDING FOR EXHIBITS

  • THE ORGANIZATION IS WORKING ON RESEARCH, ACQUISITION AND PRESERVATION OF THE MULTI-FACETED HISTORY OF THE MARCO ISLAND-GOODLAND REGION IN SOUTHWEST FLORIDA, THROUGH THE USE OF A CURATOR AND COLLECTION MANAGER AND THROUGH THE CURATION OF RELEVANT ARTIFACT LOANS FROM MUSEUMS AND ORGANIZATIONS. COLLECTIONS ARE SHARED WITH THE PUBLIC THROUGH THE DESIGN AND IMPLEMENTATION OF INFORMATIVE MUSEUM EXHIBITS - BOTH PERMANENT AND TEMPORARY.

    Expenses $567,558 · Revenue $72,681

  • THE ORGANIZATION INFORMS THE COMMUNITY AND VISTORS TO THE AREA OF THE HISTORY AND HERITAGE OF THE MARCO ISLAND-GOODLAND REGION IN SOUTHWEST FLORIDA USING A SERIES OF EDUCATION SPEAKERS AND COMMUNITY EVENTS, BY SPONSORING HISTORIC RE-ENACTMENTS AND BOOK/NEWSLETTER PUBLICATIONS, AND THROUGH THE DEVELOPMENT OF YOUTH ACTIVITIES AND PROGRAMS. THE ORGANIZATION MANAGES THE OPERATIONS OF ROSE HISTORY AUDITORIUM AS A VENUE FOR THESE EVENTS AND MAKES THE AUDITORIUM AVAILABLE TO THE COMMUNITY FOR A MODEST RENTAL FEE. REVENUE RECEIVED IS DESIGNATED TO COVER THE COSTS OF THE AUDITORIUM.

    Revenue $500

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patricia Rutledge

    CEO

    Total calculated
    $107,493
    From this org
    $107,493
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Shirlee Barcic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Val Bilbrey

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Neil Bretthauer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Linda Cassens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tish Champagne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bertil Engh

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Chris Heflin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Jo O'Regan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael J O'Rourke

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Pam Rakoczy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Benjamin Ramsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Allyson Richards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Myrt Rose

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ronald Saffin

    ASSISTANT TR

    Total calculated
    $0
    Hours/week
    2

  • Chris Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
26 March 2025
IRS schema version
2024v5.0
Source object
202502069349300410

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