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Nonprofit · EIN 59-2551426

SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC

Tax-exempt · SARASOTA, FL 34230

Financials

$135K$88K2023$162K$101K2024$287K$209K2025
Revenue Expenses · by fiscal year end
Financials of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$287,396$209,077$78,319$342,028$0$342,028
December 31, 2024990-EZ$162,371$100,769$61,602$266,711$0$266,711
December 31, 2023990-EZ$135,084$88,338$46,746$205,109–$205,109
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$221,139
Membership dues
$3,612
Program service revenue
$0
Investment income
$7,129
Net income from fundraising events
$52,021
Other revenue
$59,128

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$35,552
Salaries, compensation and benefits (total)
$49,023
Professional fundraising fees
$0
Accounting fees
$12,027
Occupancy
$7,940
Program services (functional)
$169,014
Management and general (functional)
$38,109
Fundraising (functional)
$1,954

Balance sheet and other

Total assets, start of year
$318,209
Total assets, end of year
$342,028
Total liabilities, end of year
$0
Net assets, end of year
$342,028
Net assets without donor restrictions
$342,028
Gross receipts
$334,082
Employees
1
Volunteers
45
Year formed
1985
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Barry PrestonVP
Trustee or director, Officer
–$0
Dave BaberPresident
Trustee or director, Officer
–$0
Jan VertefeuilleVice President
Trustee or director, Officer
–$0
Thomas S McardleSecretary, Treasurer
Trustee or director, Officer
–$0
Jan HetlandDirector
Trustee or director
–$0
Kathleen PerlmanDirector
Trustee or director
–$0
Larry HumesDirector
Trustee or director
–$0
Nancy DeforgeDirector
Trustee or director
–$0
Phillip ThiermanDirector
Trustee or director
–$0
Tony SouzaDirector
Trustee or director
–$0
990-EZ for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensation
Dave BaberPresident20$0
Barry PrestonVie President10$0
Thomas S McArdleSecretary Treasurer60$0
Lorrie MuldownweyEx-Officio20$0
Erin DiFazioAt-Large Board Program Manager20$0
Jan VertefeuilleVice President10$0
Tony SouzaAt Large10$0
Jan HetlandAt Large10$0
Nancy DeforgeAt Large10$0
Kathy PerlmanEvents ChairAt Large0$0
Ron KashdenAt Large10$0
Christine Meyer-OertelAt LArge10$0
990-EZ for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
Dave BaberVice President4$0
Lorrie MuldowneyPresident5$0
Tom McArdleSecretary. & Treasurer40$0
Zach PieriAt Large2$0
Barry PrestonAt Large5$0
Frank WrightAt Large2$0
Tony SouzaAt Large5$0
Doug DriscollAt Large1$0
Jan VertefeuilleAt Large2$0
NoneNA0$0

Address and contacts

Address (IRS master file)
PO BOX 1754, SARASOTA, FL 34230-1754
In care of
% MICHAEL AYRES
Mailing address (990-N for 2024)
PO BOX 1754, SARASOTA FL 342301754
Principal officer (990-N for 2024)
Thomas S McArdle, PO Box 1754, Sarasota FL 34230
Signed the 990
Thomas S McArdle, Treasurer
Phone
(941) 254-3002
Return prepared by
Mauldin & Jenkins LLC

Mission

TO PRESERVE AND ENHANCE OUR HISTORIC PLACES THROUGH ADVOCACY, EDUCATION, TECHNICAL AND FINANCIAL SUPPORT AND CELEBRATION.

990 for the year ended December 31, 2025

Program accomplishments

  • WE WORK COLLABORATIVELY WITH RESIDENTS, COMMUNITY ORGANIZATIONS, ELECTED OFFICIALS, AND OTHER PRESERVATION ORGANIZATIONS TO HELP PRESERVE AND PROTECT SARASOTA COUNTY'S HISTORIC RESOURCES. OUR SIX TO SAVE PROGRAM HIGHLIGHTS SIX HISTORIC BUILDINGS AND ASSETS ACROSS SARASOTA COUNTY THAT ARE AT RISK FROM DEVELOPMENT, NEGLECT OR OTHER FACTORS. THE LIST HELPS US PRIORITIZE OUR ADVOCACY EFFORTS EACH YEAR AND SERVES AS A CALL TO ACTION TO THE PUBLIC AND DECISION-MAKERS ABOUT WHAT WE RISK LOSING AS A COMMUNITY.
    Expenses $166,689
  • The Organization operates a revolving loan program to provide low-interest financing to small property owners whose historically eligible homes are in need repairs and restoration of historic preservation projects within Sarasota County. The program helps further the Organization's exempt purpose by removing financial barriers to the preservation and rehabilitation of historically significant structures that might otherwise be lost to deterioration or redevelopment. Loan proceeds are used exclusively to support projects consistent with the Organization's mission to preserve and enhance Sarasota County's historic places. Interest earned on outstanding loans is used to sustain and grow the program for future preservation projects.
    Expenses $2,325 · revenue $1,398

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
59-2551426
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$342,028
Income (IRS master file)
$334,082

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$287,396$209,077$342,028XML
990-N for 2024
Officer: Thomas S McArdle
December 31, 2024≤ $50,000 receipts––e-Postcard
990-EZDecember 2024$162,371$100,769$266,711XML
990-EZDecember 2023$135,084$88,338$205,109XML
990-EZDecember 2022–––IRS
990-N for 2021
Officer: Erin DiFazio
December 31, 2021≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Erin DiFazio
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Michael Ayres
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2551426).

Questions about SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC

What is the EIN of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC?
The employer identification number (EIN) of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC is 59-2551426.
Is SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC?
The 990-N for 2024 names Thomas S McArdle.
Who are the officers and directors of SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC?
The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $287,396, expenses of $209,077 and total assets of $342,028 at year end.

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