Florida · Nonprofit
MARCO ISLAND HISTORICAL SOCIETY INC
MARCO ISLAND HISTORICAL SOCIETY INC (Florida) receives grants from 22 organizations whose IRS filings report $2,075,116 to it, the largest being CHAMPAGNE FAMILY CHARITABLE TRUST ($683,270). 17 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $1.2M
- Funders on record
- 22
- Grants received
- $2.1M
- Net assets
- $2.2M
What Marco Island Historical Society Inc does
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
As stated on its FY2024 Form 990.
Programs
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.
$567,558 spent$72,681 earned by the program100% of program spendingThe 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.
$500 earned by the program
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $567,558.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.5M to $1.6M (−36%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2022 15%. Grants only. Government contracts and fees sit inside program revenue.
88% of MARCO ISLAND HISTORICAL SOCIETY INC’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Patricia Rutledge
CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 6 funders to 12 funders, grant income rose $87k → $208k.
9 of 22 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 55% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of MARCO ISLAND HISTORICAL SOCIETY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MARCO ISLAND HISTORICAL SOCIETY INC leans on a few funders — its largest provides 33% of grant income and the top three 78%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
61% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MARCO ISLAND HISTORICAL SOCIETY INC.
Largest funder’s share by year: 2017 47% · 2018 54% · 2019 54% · 2020 54% · 2021 43% · 2022 71% · 2023 46% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
44% of MARCO ISLAND HISTORICAL SOCIETY INC's funders are still giving 3 years after their first grant; 77% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
55% of MARCO ISLAND HISTORICAL SOCIETY INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $927k that is directly attributable, 78% of it comes from funders outside Florida, across 8 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.1M arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MARCO ISLAND HISTORICAL SOCIETY INC runs a healthier operating margin than three-quarters of the 5,127 arts & culture nonprofits its size.
this organization peer median middle 50% of peers· 5,127 arts & culture nonprofits $1M–$10M, FY2024
Government funding MARCO ISLAND HISTORICAL SOCIETY INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $168 on record.
- REFUNDS - GENERAL $168
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like MARCO ISLAND HISTORICAL SOCIETY INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Florida
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
77% of spending goes to programs.
Governance
Public support
78%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for MARCO ISLAND HISTORICAL SOCIETY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MARCO ISLAND HISTORICAL SOCIETY INC?
- MARCO ISLAND HISTORICAL SOCIETY INC (Florida) receives grants from 22 organizations whose IRS filings report $2,075,116 to it, the largest being CHAMPAGNE FAMILY CHARITABLE TRUST ($683,270). 17 of them have funded it in more than one year, and 55% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does MARCO ISLAND HISTORICAL SOCIETY INC have?
- IRS filings report 22 organizations giving $2,075,116 in grants to MARCO ISLAND HISTORICAL SOCIETY INC, 17 of which have funded it in more than one year.
- Who is the largest funder of MARCO ISLAND HISTORICAL SOCIETY INC?
- CHAMPAGNE FAMILY CHARITABLE TRUST is the largest funder on record, with $683,270 in grants. The full list of funders is on this page.
- How can an organization like MARCO ISLAND HISTORICAL SOCIETY INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Marco Island Historical Society →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 22 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing