Nonprofit · EIN 72-1345989
THE HUNTSVILLE MARGARITA SOCIETY
Tax-exempt (reinstated) · HUNTSVILLE, AL 35807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $192,023 | $226,567 | -$34,544 | $48,149 | $0 | $48,149 |
| March 31, 2024 | 990 | $329,472 | $314,302 | $15,170 | $82,692 | $0 | $82,692 |
| March 31, 2023 | 990 | $257,182 | $239,932 | $17,250 | $67,523 | $0 | $67,523 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $312,154
- Membership dues
- $19,100
- Program service revenue
- $0
- Investment income
- $1,518
- Net income from fundraising events
- -$121,649
- Other revenue
- -$121,649
Expenses
- Grants and similar amounts paid
- $15,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $420
- Program services (functional)
- $225,370
- Management and general (functional)
- $1,197
Balance sheet and other
- Total assets, start of year
- $82,692
- Total assets, end of year
- $48,149
- Total liabilities, end of year
- $0
- Net assets, end of year
- $48,149
- Net assets without donor restrictions
- $48,149
- Gross receipts
- $313,672
- Employees
- 0
- Volunteers
- 33
- Year formed
- 1997
- State of legal domicile
- AL
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACH PAGE | DIRECTOR Trustee or director | 1 | $0 |
| ZACH ATCHLEY | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN RYBERG | DIRECTOR Trustee or director | 1 | $0 |
| STAN LOZOVSKY | DIRECTOR Trustee or director | 1 | $0 |
| RODNEY RICHARDSON | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD DOWNS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE SPAULDING | DIRECTOR Trustee or director | 1 | $0 |
| MATT SCHUSTER | DIRECTOR Trustee or director | 1 | $0 |
| MARSHAL SOMMERS | DIRECTOR Trustee or director | 1 | $0 |
| KYLE ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| KYLE GURLEY | DIRECTOR Trustee or director | 1 | $0 |
| JW WEATHERLY | DIRECTOR Trustee or director | 1 | $0 |
| JP BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JOE PASCHALL | DIRECTOR Trustee or director | 1 | $0 |
| JAMES GREGORY III | DIRECTOR Trustee or director | 1 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANK REXING | DIRECTOR Trustee or director | 1 | $0 |
| HANK ISENBERG | DIRECTOR Trustee or director | 1 | $0 |
| GARRICK SAMS | DIRECTOR Trustee or director | 1 | $0 |
| DOUG GREGORY | DIRECTOR Trustee or director | 1 | $0 |
| DERECK NEWMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WEESE | DIRECTOR Trustee or director | 1 | $0 |
| DAVE CRIPPS | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| COLE BARRON | DIRECTOR Trustee or director | 1 | $0 |
| CHAD CAUDLE | DIRECTOR Trustee or director | 1 | $0 |
| BOBBY GRAHAM | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE CANTRELL | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE BENTLY | DIRECTOR Trustee or director | 1 | $0 |
| BILL CHAPMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANDY COLE | DIRECTOR Trustee or director | 1 | $0 |
| ALEX SMITH | DIRECTOR Trustee or director | 1 | $0 |
| MIKE STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SHIPLEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY AGEE | DIRECTOR Trustee or director | 1 | $0 |
| ZACH ATCHLEY | DIRECTOR Trustee or director | 1 | $0 |
| COLE BARRON | DIRECTOR Trustee or director | 1 | $0 |
| GERRY BASSETT | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE BENTLEY | DIRECTOR Trustee or director | 1 | $0 |
| CHAD CAUDLE | DIRECTOR Trustee or director | 1 | $0 |
| BILL CHAPMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAVE CRIPPS | DIRECTOR Trustee or director | 1 | $0 |
| DOUG GREGORY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES GREGORY III | DIRECTOR Trustee or director | 1 | $0 |
| KYLE GURLEY | DIRECTOR Trustee or director | 1 | $0 |
| HANK ISENBERG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| DEREK NEWMAN | DIRECTOR Trustee or director | 1 | $0 |
| ZACH PAGE | DIRECTOR Trustee or director | 1 | $0 |
| JOE PASCHALL | DIRECTOR Trustee or director | 1 | $0 |
| HANK REXING | DIRECTOR Trustee or director | 1 | $0 |
| KYLE ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN RYBERG | DIRECTOR Trustee or director | 1 | $0 |
| GARRICK SAMS | DIRECTOR Trustee or director | 1 | $0 |
| MATT SCHUSTER | DIRECTOR Trustee or director | 1 | $0 |
| BOBBY SHIPLEY | DIRECTOR Trustee or director | 1 | $0 |
| ALEX SMITH | DIRECTOR Trustee or director | 1 | $0 |
| MARSHAL SOMMERS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE SPAULDING | DIRECTOR Trustee or director | 1 | $0 |
| JW WEATHERLY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WEESE | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE CANTRELL | DIRECTOR Trustee or director | 1 | $0 |
| ANDY COLE | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD DOWNS | DIRECTOR Trustee or director | 1 | $0 |
| BOBBY GRAHAM | DIRECTOR Trustee or director | 1 | $0 |
| STAN LOZOVSKY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 31 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDY AGEE | DIRECTOR Trustee or director | 1 | $0 |
| ZACH ATCHLEY | DIRECTOR Trustee or director | 1 | $0 |
| COLE BARRON | DIRECTOR Trustee or director | 1 | $0 |
| GERRY BASSETT | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN BEEBE | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE BENTLEY | DIRECTOR Trustee or director | 1 | $0 |
| CHAD CAUDLE | DIRECTOR Trustee or director | 1 | $0 |
| BILL CHAPMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAVE CRIPPS | DIRECTOR Trustee or director | 1 | $0 |
| JED EARLS | DIRECTOR Trustee or director | 1 | $0 |
| DOUG GREGORY | DIRECTOR Trustee or director | 1 | $0 |
| JAMES GREGORY III | DIRECTOR Trustee or director | 1 | $0 |
| KYLE GURLEY | DIRECTOR Trustee or director | 1 | $0 |
| HANK ISENBERG | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| DEREK NEWMAN | DIRECTOR Trustee or director | 1 | $0 |
| ZACH PAGE | DIRECTOR Trustee or director | 1 | $0 |
| JOE PASCHALL | DIRECTOR Trustee or director | 1 | $0 |
| HANK REXING | DIRECTOR Trustee or director | 1 | $0 |
| KYLE ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN RYBERG | DIRECTOR Trustee or director | 1 | $0 |
| GARRICK SAMS | DIRECTOR Trustee or director | 1 | $0 |
| MATT SCHUSTER | DIRECTOR Trustee or director | 1 | $0 |
| BOBBY SHIPLEY | DIRECTOR Trustee or director | 1 | $0 |
| ALEX SMITH | DIRECTOR Trustee or director | 1 | $0 |
| MARSHAL SOMMERS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE SPAULDING | DIRECTOR Trustee or director | 1 | $0 |
| JW WEATHERLY | DIRECTOR Trustee or director | 1 | $0 |
| DAVID WEESE | DIRECTOR Trustee or director | 1 | $0 |
| BLAKE CANTRELL | DIRECTOR Trustee or director | 1 | $0 |
| ANDY COLE | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1792, HUNTSVILLE, AL 35807-0792
- Mailing address (990-N for 2014)
- 400 MERIDIAN STREET SUITE 201, HUNTSVILLE AL 35801
- Principal officer (990 for 2024)
- Garrick Sams, PO Box 1792, Huntsville, AL 35087
- Principal officer (990-N for 2014)
- HENRY ISENBERG, 2818 EASTERN SHORE DRIVE, OWENS CROSS ROADS AL 35763
- Signed the 990
- Garrick Sams, DIRECTOR
- Phone
- (256) 658-7554
- Website
- HUNTSVILLEMARGARITABALL.COM
- Return prepared by
- BEACON ACCOUNTING SERVICES LLC
Mission
ANNUAL FUNDRAISING PROGRAM WHERE EACH GUEST BRINGS A TOY FOR A CHILD IN ORDER TO BE GRANTED ENTRANCE INTO THE FUNCTION. ALL TOYS ARE THEN DONATED TO NONPROFIT ORGANIZATIONS SERVING UNDERPRIVILEGED CHILDREN IN NORTH ALABAMA.
Program accomplishments
- ANNUAL FUNDRAISING PROGRAM WHERE EACH GUEST BRINGS A TOY FOR A CHILD IN ORDER TO BE GRANTED ENTRANCE INTO THE FUNCTION. THE SOCIETY RECEIVED 2,691 TOYS FROM MARGARITA BALL PARTICIPANTS AND ALSO PURCHASED ADDITIONAL LARGER TOYS SUCH AS BICYCLES. ALL TOYS WERE DONATED ACROSS 30 NONPROFIT ORGANIZATIONS, INCLUDING TOYS FOR TOTS.Expenses $225,370 · grants $15,000
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 72-1345989
- 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
- 2015
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P58)
- Assets (IRS master file)
- $48,149
- Income (IRS master file)
- $313,672
Revocation and reinstatement
- Exemption revoked
- August 15, 2010
- Posted by the IRS
- April 8, 2015
- Reinstated
- Effective February 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $192,023 | $226,567 | $48,149 | XML |
| 990 | March 2024 | $329,472 | $314,302 | $82,692 | XML |
| 990 | March 2023 | $257,182 | $239,932 | $67,523 | XML |
| 990 | March 2022 | $64,887 | $52,265 | $50,273 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990-N for 2014 Officer: HENRY ISENBERG | March 31, 2015 | ≤ $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 72-1345989).
Questions about THE HUNTSVILLE MARGARITA SOCIETY
- What is the EIN of THE HUNTSVILLE MARGARITA SOCIETY?
- The employer identification number (EIN) of THE HUNTSVILLE MARGARITA SOCIETY is 72-1345989.
- Is THE HUNTSVILLE MARGARITA SOCIETY tax-exempt?
- Yes. The IRS revoked its exemption on August 15, 2010 and reinstated it effective February 15, 2015.
- Are donations to THE HUNTSVILLE MARGARITA SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE HUNTSVILLE MARGARITA SOCIETY 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 THE HUNTSVILLE MARGARITA SOCIETY due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE HUNTSVILLE MARGARITA SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of THE HUNTSVILLE MARGARITA SOCIETY?
- The 990 for the year ended March 31, 2025 names Garrick Sams.
- Who are the officers and directors of THE HUNTSVILLE MARGARITA SOCIETY?
- The 990 for the year ended March 31, 2025 lists 33 people; 0 received compensation from the organization.
- How much revenue does THE HUNTSVILLE MARGARITA SOCIETY have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $192,023, expenses of $226,567 and total assets of $48,149 at year end.
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