Anna Maria Island Historical Society Inc

Nonprofit profile at a glance

EIN
650248909
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Anna Maria, FL, USA
Phone
9417780492
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies & Historic Preservation
Affiliation
Christianity

Reported finances

Revenue
$64,019
Expenses
$54,623
Assets
$141,718
Liabilities
$74

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

People named in this filing

  • BARBARA MURPHY (DIRECTOR)
  • CAROLYN ORSHAK (P)
  • EILEEN JELLISON (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the anna maria island historical society is to educate the public by bring the history of anna maria island to them. Held annual heritage festival for community and visitors. Held info booth at holmes beach 75th anniv. Celebration. Participated and gave tours at annual bayfest and holiday walk celebrations.

What it reported doing in 2025

Each year about five thousand people from the the world visit the anna maria island historical museum. They not only learn about the early days of the island but purchase many items from the gift shop. We are able to purchase a variety of saleables due to the fact we are tax exempt. With the money we save we are able to present a high school senior with a scholarship each year to further his or her study of history. Many student find a wealth of information in the museum.

Operating model

Revenue model
Donor-supported. 66% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Liabilities are high compared with assets and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 82
  • Sustainability: 62
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.3%; rating input score 85
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.7%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 2.59; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 12.1% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 6.9% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 3.9% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 85.3% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $55K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.