- Revenue 2024
- $1,188,286
- Expenses 2024
- $734,630
Program services were 77.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- A80
- Classification
- 2000
- Street
- 180 S HEATHWOOD DR
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Patricia RutledgePATRICIA RUTLEDGE
CEO
- Total calculated
- $107,493
- From this org
- $107,493
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Shirlee BarcicSHIRLEE BARCIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Val BilbreyVAL BILBREY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Neil BretthauerNEIL BRETTHAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Linda CassensLINDA CASSENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tish ChampagneTISH CHAMPAGNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bertil EnghBERTIL ENGH
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Chris HeflinCHRIS HEFLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mary Jo O'ReganMARY JO O'REGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael J O'RourkeMICHAEL J O'ROURKE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Pam RakoczyPAM RAKOCZY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin RamseyBENJAMIN RAMSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Allyson RichardsALLYSON RICHARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Myrt RoseMYRT ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ronald SaffinRONALD SAFFIN
ASSISTANT TR
- Total calculated
- $0
- Hours/week
- 2
-
Chris SullivanCHRIS 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,188,286
- Expenses
- $734,630
- Contributions
- $1,040,226
- Grants paid
- $0
-
2023
- Revenue
- $731,136
- Expenses
- $713,977
- Contributions
- $598,385
- Grants paid
- $0
-
2022
- Revenue
- $999,426
- Expenses
- $656,566
- Contributions
- $941,167
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $968,758
- Expenses
- $1,912,919
- Assets (EOY)
- $1,582,224
-
2020 · 990
- Revenue
- $868,675
- Expenses
- $511,204
- Assets (EOY)
- $2,460,166
-
2019 · 990
- Revenue
- $833,390
- Expenses
- $668,732
- Assets (EOY)
- $1,979,075
-
2018 · 990
- Revenue
- $893,849
- Expenses
- $986,564
- Assets (EOY)
- $1,776,915
-
2017 · 990
- Revenue
- $1,044,618
- Expenses
- $737,202
- Assets (EOY)
- $1,874,751
-
2016 · 990
- Revenue
- $325,330
- Expenses
- $517,023
- Assets (EOY)
- $1,920,148
-
2015 · 990
- Revenue
- $1,166,756
- Expenses
- $560,493
- Assets (EOY)
- $1,722,126
-
2014 · 990
- Revenue
- $346,239
- Expenses
- $281,457
- Assets (EOY)
- $1,129,660
-
2013 · 990
- Revenue
- $502,850
- Expenses
- $175,154
- Assets (EOY)
- $1,043,730
-
2012 · 990
- Revenue
- not reported
- Expenses
- $244,725
- Assets (EOY)
- $714,181
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
COLLIER COMMUNITY FOUNDATION INC
$416,055
2024 ARTS, CULTURE, & HUMANITIES
-
2024 For grant recipient's exempt purposes
-
COLLIER COMMUNITY FOUNDATION INC
$96,615
2022 ARTS, CULTURE, & HUMANITIES
-
COLLIER COMMUNITY FOUNDATION INC
$68,988
2023 ARTS, CULTURE, & HUMANITIES
-
DONOR ADVISED CHARITABLE GIVING
$17,500
2024 ARTS, CULTURE & HUMANITIES
-
2024 GENERAL PURPOSE
-
2022 GENERAL PURPOSE
-
2023 MODERN MARCO WINDO
-
2023 GENERAL PURPOSE
-
2023 For grant recipient's exempt purposes
The 10 largest by cash amount. The API serves every itemized grant.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.