SANIBEL HISTORICAL MUSEUM & VILLAGE INC Charity Report

Public IRS 990 nonprofit record

SANIBEL HISTORICAL MUSEUM & VILLAGE INC

EIN 14-2003090 · Museums (A50)

What they do

OUR MISSION is to PRESERVE, SHARE, and CELEBRATE SANIBELS HISTORY. OUR GOAL is to FOSTER AN UNDERSTANDING of and APPRECIATION of THE HISTORY of SANIBEL, to ACT AS A RESOURCE for VARIOUS CULTURAL and EDUCATIONAL ORGANIZATIONS and INSTITUTIONS, AS WELL AS to ENCOURAGE THE PRESERVATION, MAINTENANCE, and COMPATIBLE RE-USE of SANIBELS HISTORIC RESOURCES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $45.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

29.91%of revenue went to mission work45.0% of expenses · Program services

15.65%of revenue went to fundraising23.5% of expenses

$77.00spent for every $100 of revenueRevenue covered expenses this year.

20.91%of revenue went to management and office costs31.5% of expenses

$7.58in assets for every $1 spent this yearSome assets cannot be spent right away.

94.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $46,058 for MARK HARMON (EXECUTIVE DI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$330,765

Mission workProgram services$98,93729.91% of revenue45.0% of expenses

ManagementOffice and general costs$69,16020.91% of revenue31.5% of expenses

FundraisingAsking for donations$51,74915.65% of revenue23.5% of expenses

Revenue left after expensesReported annual surplus$110,91933.53% of revenueShown in gray on the chart

Total expenses$219,84666.47% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 45.0% mission · 31.5% management · 23.5% fundraisingTotal expenses: 66.47% of revenue

2021Expense mix: 73.5% mission · 20.7% management · 5.9% fundraisingTotal expenses: 75.52% of revenue

2020Expense mix: 67.4% mission · 25.1% management · 7.4% fundraisingTotal expenses: 113.57% of revenue

2019Expense mix: 44.2% mission · 47.9% management · 7.9% fundraisingTotal expenses: 75.94% of revenue

2018Expense mix: 79.2% mission · 14.0% management · 6.8% fundraisingTotal expenses: 69.87% of revenue

2017Expense mix: 89.7% mission · 6.7% management · 3.6% fundraisingTotal expenses: 134.03% of revenue

2016Expense mix: 78.8% mission · 15.6% management · 5.6% fundraisingTotal expenses: 71.83% of revenue

2015Expense mix: 79.6% mission · 14.5% management · 5.9% fundraisingTotal expenses: 44.56% of revenue

Money in and money out

Revenue$285,505

Expenses$219,846

Annual surplus $65,659 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$98,937 · 45.0% of expenses

Management and office costs$69,160 · 31.5% of expenses

Fundraising$51,749 · 23.5% of expenses

See all reported dollar amounts

Revenue$285,505

Expenses$219,846

Assets$1,666,999

Income$311,947

Contributions$270,724

Mission work (program services)$98,937

Fundraising$51,749

Management and general$69,160

Stocks and bonds$798,791

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARK HARMONEXECUTIVE DI · 40 hrs/week $46,058

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

MARK HARMONEXECUTIVE DI

BONNIE FRANKELDIRECTOR

CELINA KERSH MONTE-SANTODIRECTOR

GAIL MIGLIORIDIRECTOR

JAMES LAVELLETREASURER

JANE JENSENSECRETARY

JEFF MUDDELLDIRECTOR

JOHN MCGRATHDIRECTOR

MARY MILLERPRESIDENT

NANCY SIEGELDIRECTOR

PAM MINEREXEC DIRECTO

SYBIL APPELLDIRTECTOR

TRACEY TENNEYDIRECTOR

TY SYMROSKI JRPRESIDENT

VIRGINIA DARBYDIRECTOR

About this charity

Recognized since: January 2007
Location: PO BOX 413, SANIBEL, FL 33957-0413
County: Lee
In care of: % ALEXANDER F WERNER JR
Primary officer: JAMES LAVELLE, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(239) 472-4648

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: STROEMER & COMPANY
NTEE classification: Museums (A50)
IRS tax category: Museums