MARCO ISLAND HISTORICAL SOCIETY INC Charity Report

Public IRS 990 nonprofit record

MARCO ISLAND HISTORICAL SOCIETY INC

EIN 59-3425001 · Historical Organizations (A80)

What they do

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 AREAS 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

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $77.30 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 2024The charity has a recent tax report to read.

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

They name their leaders16 people are listed in the latest report.

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

Money made simple

47.76%of revenue went to mission work77.3% of expenses · Program services

9.46%of revenue went to fundraising15.3% of expenses

$61.82spent for every $100 of revenueRevenue covered expenses this year.

4.60%of revenue went to management and office costs7.4% of expenses

$3.10in assets for every $1 spent this yearSome assets cannot be spent right away.

87.5%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 $107,493 for PATRICIA RUTLEDGE (CEO). 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 2024

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$1,188,286

Mission workProgram services$567,55847.76% of revenue77.3% of expenses

ManagementOffice and general costs$54,6364.60% of revenue7.4% of expenses

FundraisingAsking for donations$112,4369.46% of revenue15.3% of expenses

Revenue left after expensesReported annual surplus$453,65638.18% of revenueShown in gray on the chart

Total expenses$734,63061.82% 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

2024CurrentExpense mix: 77.3% mission · 7.4% management · 15.3% fundraisingTotal expenses: 61.82% of revenue

2023Expense mix: 76.8% mission · 7.9% management · 15.2% fundraisingTotal expenses: 97.65% of revenue

2022Expense mix: 76.1% mission · 7.4% management · 16.5% fundraisingTotal expenses: 65.69% of revenue

2021Expense mix: 89.8% mission · 3.7% management · 6.5% fundraisingTotal expenses: 197.46% of revenue

2020Expense mix: 61.6% mission · 13.3% management · 25.1% fundraisingTotal expenses: 58.85% of revenue

2019Expense mix: 55.1% mission · 12.7% management · 32.2% fundraisingTotal expenses: 80.24% of revenue

2018Expense mix: 73.9% mission · 7.8% management · 18.4% fundraisingTotal expenses: 110.37% of revenue

2017Expense mix: 46.4% mission · 9.3% management · 44.2% fundraisingTotal expenses: 70.57% of revenue

Money in and money out

Revenue$1,188,286

Expenses$734,630

Annual surplus $453,656 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)$567,558 · 77.3% of expenses

Management and office costs$54,636 · 7.4% of expenses

Fundraising$112,436 · 15.3% of expenses

See all reported dollar amounts

Revenue$1,188,286

Expenses$734,630

Assets$2,275,148

Income$1,319,479

Contributions$1,040,226

Mission work (program services)$567,558

Fundraising$112,436

Management and general$54,636

Investing fees$4,872

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

PATRICIA RUTLEDGECEO · 2 hrs/week $107,493

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 (16)

PATRICIA RUTLEDGECEO

ALLYSON RICHARDSDIRECTOR

BENJAMIN RAMSEYDIRECTOR

BERTIL ENGHTREASURER

CHRIS HEFLINDIRECTOR

CHRIS SULLIVANDIRECTOR

LINDA CASSENSDIRECTOR

MARY JO OREGANDIRECTOR

MICHAEL J OROURKEPRESIDENT

MYRT ROSEDIRECTOR

NEIL BRETTHAUERDIRECTOR

PAM RAKOCZYDIRECTOR

RONALD SAFFINASSISTANT TR

SHIRLEE BARCICDIRECTOR

TISH CHAMPAGNEDIRECTOR

VAL BILBREYSECRETARY

About this charity

Recognized since: January 1997
Location: 180 S HEATHWOOD DR, MARCO ISLAND, FL 34145-5028
County: Collier
In care of: % FIORI W PERDICHIZZI
Primary officer: PATRICIA RUTLEDGE, CEO

How to reach them

WebsiteVisit the charity’s website Emailbusinessoffice@themihs.org Phone(239) 389-6447 Officer phone(239) 877-1432

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: STROEMER & COMPANY
NTEE classification: Historical Organizations (A80)
IRS tax category: Historical Organizations