Nonprofit · EIN 59-3425001
MARCO ISLAND HISTORICAL SOCIETY INC
Tax-exempt · MARCO ISLAND, FL 34145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,188,286 | $734,630 | $453,656 | $2,275,148 | $114,728 | $2,160,420 |
| December 31, 2023 | 990 | $731,136 | $713,977 | $17,159 | $1,708,427 | $48,908 | $1,659,519 |
| December 31, 2021 | 990 | $968,758 | $1,912,919 | -$944,161 | $1,582,224 | $175,849 | $1,406,375 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,040,226
- Membership dues
- $45,675
- Program service revenue
- $73,181
- Investment income
- $42,044
- Net gain from sales of assets
- $12,939
- Net income from fundraising events
- -$34,956
- Net income from sales of inventory
- $67,168
- Other revenue
- $32,835
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $107,493
- Other salaries and wages
- $297,797
- Salaries, compensation and benefits (total)
- $405,290
- Professional fundraising fees
- $0
- Occupancy
- $36,367
- Depreciation
- $52,009
- Program services (functional)
- $567,558
- Management and general (functional)
- $54,636
- Fundraising (functional)
- $112,436
Balance sheet and other
- Total assets, start of year
- $1,708,427
- Total assets, end of year
- $2,275,148
- Total liabilities, end of year
- $114,728
- Net assets, end of year
- $2,160,420
- Land, buildings and equipment
- $331,083
- Net assets without donor restrictions
- $2,060,354
- Net assets with donor restrictions
- $100,066
- Gross receipts
- $1,319,479
- Employees
- 6
- Volunteers
- 10
- Year formed
- 1996
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA RUTLEDGE | CEO Trustee or director, Officer | 2 | $107,493 |
| SHIRLEE BARCIC | DIRECTOR Trustee or director | 2 | $0 |
| VAL BILBREY | SECRETARY Trustee or director, Officer | 2 | $0 |
| NEIL BRETTHAUER | DIRECTOR Trustee or director | 2 | $0 |
| LINDA CASSENS | DIRECTOR Trustee or director | 2 | $0 |
| TISH CHAMPAGNE | DIRECTOR Trustee or director | 2 | $0 |
| BERTIL ENGH | TREASURER Trustee or director, Officer | 2 | $0 |
| CHRIS HEFLIN | DIRECTOR Trustee or director | 2 | $0 |
| MARY JO O'REGAN | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL J O'ROURKE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAM RAKOCZY | DIRECTOR Trustee or director | 2 | $0 |
| BENJAMIN RAMSEY | DIRECTOR Trustee or director | 2 | $0 |
| ALLYSON RICHARDS | DIRECTOR Trustee or director | 2 | $0 |
| MYRT ROSE | DIRECTOR Trustee or director | 2 | $0 |
| RONALD SAFFIN | ASSISTANT TR Trustee or director, Officer | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS SULLIVAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA RUTLEDGE | CEO Trustee or director, Officer | 40 | $104,292 |
| SHIRLEE BARCIC | DIRECTOR Trustee or director | 2 | $0 |
| VAL BILBREY | SECRETARY Trustee or director, Officer | 2 | $0 |
| NEIL BRETTHAUER | DIRECTOR Trustee or director | 2 | $0 |
| LINDA CASSENS | DIRECTOR Trustee or director | 2 | $0 |
| TISH CHAMPAGNE | DIRECTOR Trustee or director | 2 | $0 |
| SYLVIA COFFING | DIRECTOR Trustee or director | 2 | $0 |
| BERT ENGH | TREASURER Trustee or director, Officer | 2 | $0 |
| CHRIS HEFLIN | DIRECTOR Trustee or director | 2 | $0 |
| MARY JO O'REGAN | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL J O'ROURKE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ALLYSON RICHARDS | DIRECTOR Trustee or director | 2 | $0 |
| MYRT ROSE | DIRECTOR Trustee or director | 2 | $0 |
| RONALD SAFFIN | ASSISTANT TR Trustee or director, Officer | 2 | $0 |
| CHRIS SULLIVAN | DIRECTOR Trustee or director | 2 | $0 |
| JAN TEMKIEWICZ | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2021: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA RUTLEDGE | CEO Trustee or director, Officer | 40 | $91,100 |
| SHIRLEE BARCIC | DIRECTOR Trustee or director | 1 | $0 |
| VAL BILBREY | DIRECTOR Trustee or director | 1 | $0 |
| NEIL BRETTHAUER | DIRECTOR Trustee or director | 1 | $0 |
| TOM BRITTEN | DIRECTOR Trustee or director | 1 | $0 |
| LINDA CASSENS | DIRECTOR Trustee or director | 1 | $0 |
| TISH CHAMPAGNE | DIRECTOR Trustee or director | 1 | $0 |
| SYLVIA COFFING | DIRECTOR Trustee or director | 1 | $0 |
| MARY BETH CUMMINGS | SECRETARY Trustee or director, Officer | 1 | $0 |
| BERT ENGH | TREASURER Trustee or director, Officer | 1 | $0 |
| ELLIE EVERITT | DIRECTOR Trustee or director | 1 | $0 |
| SHARON LOCKWOOD | DIRECTOR Trustee or director | 1 | $0 |
| JEFF LUTZ | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL J O'ROURKE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ALLYSON RICHARDS | DIRECTOR Trustee or director | 1 | $0 |
| MYRT ROSE | DIRECTOR Trustee or director | 1 | $0 |
| RONALD SAFFIN | ASSISTANT TR Trustee or director, Officer | 1 | $0 |
| DONNA SENICA | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| JAN TEMKIEWICZ | DIRECTOR Trustee or director | 1 | $0 |
| JORY WESTBERRY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 180 S HEATHWOOD DR, MARCO ISLAND, FL 34145-5028
- In care of
- % FIORI W PERDICHIZZI
- Principal officer (990 for 2024)
- PATRICIA RUTLEDGE, 180 S HEATHWOOD DR, MARCO ISLAND, FL 34145
- Signed the 990
- PATRICIA RUTLEDGE, CEO
- Phone
- (239) 389-6447
- Website
- WWW.THEMIHS.ORG
- Return prepared by
- STROEMER & COMPANY
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
Program accomplishments
- 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
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3425001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $2,275,148
- Income (IRS master file)
- $1,319,479
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,188,286 | $734,630 | $2,275,148 | XML |
| 990 | December 2023 | $731,136 | $713,977 | $1,708,427 | XML |
| 990 | December 2022 | $999,426 | $656,566 | $1,587,221 | IRS |
| 990 | December 2021 | $968,758 | $1,912,919 | $1,582,224 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 59-3425001).
Questions about MARCO ISLAND HISTORICAL SOCIETY INC
- What is the EIN of MARCO ISLAND HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of MARCO ISLAND HISTORICAL SOCIETY INC is 59-3425001.
- Is MARCO ISLAND HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARCO ISLAND HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARCO ISLAND HISTORICAL SOCIETY 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 MARCO ISLAND HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARCO ISLAND HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MARCO ISLAND HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 names PATRICIA RUTLEDGE.
- Who are the officers and directors of MARCO ISLAND HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $107,493 (PATRICIA RUTLEDGE, CEO).
- How much revenue does MARCO ISLAND HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,188,286, expenses of $734,630 and total assets of $2,275,148 at year end.
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All nonprofits in MARCO ISLAND · Florida · Arts, culture and humanities