2026-03-18T13:59:54-05:00 2025-06-30 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2024-07-01 520645783 HISTORIC ANNAPOLIS INC HIST 4102677619 18 PINKNEY STREET ANNAPOLIS MD 21401 KAREN BROWN PRESIDENT AND CEO 4102677619 2026-03-18 1 1 PATRICK M HANTSKE II CPA P01558697 4102244920 2026-03-17 2024 2025-03-06 01:10:19Z KAREN BROWN 18 PINKNEY STREET ANNAPOLIS MD 21401 8290801 0 X WWW.ANNAPOLIS.ORG X 1952 MD WE ARE THE LEADING NONPROFIT PRESERVATION AND HISTORY ORGANIZATION IN ANNAPOLIS, MD. 19 19 55 200 0 0 5333881 6795855 369688 394292 105968 131345 317548 346639 6127085 7668131 0 0 0 0 1323978 1522896 0 0 141406 1202002 1314748 2525980 2837644 3601105 4830487 21808479 26701665 840162 861045 20968317 25840620 WE ARE THE LEADING NONPROFIT PRESERVATION AND HISTORY ORGANIZATION IN ANNAPOLIS, MD. OUR MISSION IS TO PRESERVE AND PROTECT THE HISTORIC PLACES, OBJECTS, AND STORIES OF MARYLAND'S CAPITAL CITY, AND PROVIDE ENGAGING EXPERIENCES THAT CONNECT PEOPLE TO THE AREA'S HERITAGE. 0 0 2204846 694874 FORMED AS A GRASSROOTS ORGANIZATION FOCUSED ON PROTECTING HISTORIC PROPERTIES FROM DEMOLITION, HA PLAYED A CRUCIAL ROLE IN SAVING MORE THAN 200 HISTORIC PROPERTIES IN ANNAPOLIS, WAS INSTRUMENTAL IN SECURING THE COLONIAL ANNAPOLIS HISTORIC DISTRICT'S DESIGNATION AS A NATIONAL HISTORIC LANDMARK DISTRICT, AND CONTINUES TO ADVOCATE FOR PRESERVATION-MINDED DEVELOPMENT WITHIN OUR STATE'S CAPITAL TODAY. HA CARES FOR 13 HISTORIC PROPERTIES, A DOZEN OF WHICH ARE OWNED BY THE STATE OF MARYLAND. WE CONNECT WITH MORE THAN 200,000 NATIONAL AND INTERNATIONAL VISITORS ANNUALLY BY PROVIDING PUBLIC ACCESS TO THESE CULTURAL TREASURES THROUGH HERITAGE TOURISM AND EDUCATIONAL EXPERIENCES INCLUDING TOURS OF HISTORIC HOUSES, SCHOOL PROGRAMS AND FIELD TRIPS, MUSEUM EXHIBITIONS, AND IMMERSIVE LIVING HISTORY EXPERIENCES. 2204846 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 27 0 1 55 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X HISTORIC ANNAPOLIS INC 4102677619 18 PINKNEY STREET ANNAPOLIS MD 21401 JAMES A REID TRUSTEE 2.00 X 0 0 0 BERT WINCHESTER VICE CHAIRMAN 2.00 X X 0 0 0 JAMES O'HARE CHAIRMAN 2.00 X X 0 0 0 JANE CAMPBELL-CHAMBLISS TRUSTEE 2.00 X 0 0 0 GEORGINA FRANYO TRUSTEE 2.00 X 0 0 0 MARCIE TAYLOR-THOMA TRUSTEE 2.00 X 0 0 0 KATHERINE OSTBERG TRUSTEE 2.00 X 0 0 0 ANN COVINGTON TREASURER 2.00 X X 0 0 0 CARROLL H HYNSON JR TRUSTEE 2.00 X 0 0 0 MARGARET DAVIS TRUSTEE 2.00 X 0 0 0 DAVID CARROLL TRUSTEE 2.00 X 0 0 0 CARLA CRISTE TRUSTEE 2.00 X 0 0 0 KATHLEEN ORTEL TRUSTEE 2.00 X 0 0 0 TODD PATTISON TRUSTEE 2.00 X 0 0 0 SONJA SWYGERT TRUSTEE 2.00 X 0 0 0 PAMELA GENTRY TRUSTEE 2.00 X 0 0 0 GILDA DANIELS TRUSTEE 2.00 X 0 0 0 LARRY BURROWS SECRETARY 2.00 X X 0 0 0 MACK GILMOR TRUSTEE 2.00 X 0 0 0 LUDMILA MIKHAILOVA VICE-PRESIDENT OF FINANCE 40.00 X 96846 0 3429 KAREN THEIMER BROWN PRESIDENT & CEO 40.00 X 135942 0 4533 232788 0 7962 1 0 0 0 HENRY H LEWIS CONTRACTORS 950 SMILE WAY YORK PA 17404 CONSTRUCTION SERVICES 547758 MCHALE LANDSCAPE DESIGN INC 911 WEST STREET ANNAPOLIS MD 21401 LANDSCAPE DESIGN/INSTALLATION 210170 2 71300 205613 5341617 1177325 154104 6795855 TOUR ADMISSIONS 561520 214946 214946 RENTAL INCOME 531120 179346 179346 394292 132344 132344 256538 10879 245659 245659 245659 460741 600 459580 2760 1161 -2160 -999 -999 194500 205613 148443 46057 46057 46794 1008 45786 45786 OTHER 531390 9137 9137 9137 7668131 694874 0 177402 233527 79344 127735 26448 1132110 1019068 62715 50327 10628 9993 363 272 41171 31056 7921 2194 105460 85107 14457 5896 96018 68339 15475 12204 21001 4537 16464 39290 8489 30801 52396 37292 8444 6660 87084 58194 11242 17648 142868 93619 38676 10573 10551 7510 1700 1341 81240 77363 3877 8684 6389 1500 795 32181 3231 28950 309304 238164 71140 53104 51529 1575 REPAIRS & MAINTENANCE 153232 147044 6188 OTHER EXPENSES 78555 67884 9482 1189 BUILDING & EQUIPMENT 40611 18901 19937 1773 LEASE EXPENSE 34584 31109 2926 549 74045 60684 9824 3537 2837644 2204846 491392 141406 6459 10144 3018017 3488328 90077 77734 752852 1583787 10029 8242 57739 40219 24280880 4740550 16062556 19540330 552494 615204 1258256 1337677 21808479 26701665 157762 193087 124825 118039 476282 455337 81293 94582 840162 861045 X 18495762 23259345 2472555 2581275 20968317 25840620 21808479 26701665 4830487 41816 0 X X 0 1 X 1 0 X 3902454 3273414 4351927 5333881 6795855 23657531 3902454 3273414 4351927 5333881 6795855 23657531 23657531 12062 17413 41096 92768 132344 295683 23953214 2933159 0.98770 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1586 0 0 1586 0 X 50 50 1 1 24.00 975 1246365 X X X X 0 552494 36865 589359 377891 174603 552494 432121 -54230 377891 502767 -70646 432121 413478 89289 502767 0.33940 0.66060 0 0 239111 239111 6656871 3829068 2827803 1015155 908404 106751 16369743 3078 16366665 19540330 COLLECTIONS 1246365 RIGHT OF USE ASSETS 91312 1337677 LEASE LIABILITIES 94582 94582 X 7721834 41816 11887 53703 7668131 0 7668131 2849531 11887 11887 2837644 0 2837644 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATIONS FINANCIAL STATEMENTS. HISTORIC ANNAPOLIS, INC. ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C)(3) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. HISTORIC ANNAPOLIS, INC. AND PORT OF ANNAPOLIS, INC. ARE NOT AWARE OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RETAIL PURCHASES RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RETAIL PURCHASES RENTAL EXPENSES PACA GIRLFRIENDS 194457 78287 116170 12197 9715 600 60223 BLAZERS, BOURBON, AND CIGARS 155988 77658 78330 13739 3630 48339 1 49668 49668 400113 205613 194500 25936 13345 600 108562 148443 46057 X 1 26200 FAIR MARKET VALUE X ADVERTISING 1 54290 FAIR MARKET VALUE X CATERING 1 38638 FAIR MARKET VALUE X OTHER 1 10300 X CONSULTING 1 5624 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE OVERALL FORM 990 IS REVIEWED IN ADVANCE OF PERPARATION/COMPLETION FOR NEW OR CHANGED REQUIREMENTS BY HA'S SENIOR FINANCIAL OFFICER. QUESTIONS, IF ANY ARE DISCUSSED WITH THE AUDITOR (PREPARER OF THE FORM 990). SOURCE DOCUMENTATION SPECIFIC TO FORM 990, NOT PREVIOUSLY PROVIDED TO THE AUDITOR, IS COLLECTED, REVIEWED FOR COMPLETENESS AND ACCURACY, AND THEN IS FORWARDED TO THE AUDITOR (PREPARER). THE AUDITOR (PREPARER) AND THE SENIOR FINANCIAL OFFICER WILL DISCUSS, CLARIFY OR RESOLVE ANY ISSUES IDENTIFIED DURING THE PREPARATION OF THE FORM 990. THE COMPLETED FORM IS REVIEWED BY THE SENIOR FINANCIAL OFFICER AND THE AUDITOR (PREPARER). THE SENIOR FINANCIAL OFFICER WILL THEN REVIEW THE COMPLETED FORM WITH THE TREASURER OF THE BOARD OF TRUSTEES. ANY QUESTIONS REMAINING WILL BE REVIEWED WITH THE AUDITOR (PREPARER) FOR RESOLUTION. THE TREASURER OF THE BOARD OF TRUSTEES, THE PRESIDENT/CEO AND/OR THE SENIOR FINANCIAL OFFICER WILL THEN SIGN AND MAIL THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C HA HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND PRESENT A SIGNED ACKNOWLEDGEMENT THAT THEY (A) HAVE NO ACTIVITIES WITH THE ORGANIZATION THAT ARE PROHIBITED, OR (B) THAT ANY ACTIVITY WHERE THERE MAY BE A POTENTIAL OR PERCEPTION OF A CONFLICT OF INTEREST HAS BEEN INDENTIFIED TO THE BOARD OF TRUSTEES FOR REVIEW AND DETERMINATION BY THE BOARD AS TO ANY POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF SENIOR MANAGEMENT IS BASED ON A REVIEW OF COMPENSATION PAID BY OTHER ORGANIZATIONS OF COMPARABLE SIZE AND LOCATION. FOR THE POSITION OF THE PRESIDENT, COMPENSATION IS DETERMINED IN A SIMILAR MANNER AS OTHER POSITIONS BUT ALSO INCLUDED THE CONSIDERATION OF RECOMMENDATIONS BY CONSULTANTS ENGAGED IN THE RECRUITMENT OF THE PRESIDENT. CONSIDERATION IS ALSO GIVEN TO THE ACHIEVEMENT OF ANNUAL OPERATING OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 18 HA WILL MAKE ITS FORM 1023 AND FORM 990 AVAILABLE TO PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 HA WILL MAKE AVAILABLE ON REQUEST, GOVERNING DOCUMENTS, OPERATING POLICIES AND FINANCIAL STATEMENTS AS REQUIRED BY THE GOVERNING LAWS OF THE STATE AND FEDERAL GOVERNMENTS. NORMALLY, HA WILL INITIALLY REFER THE REQUESTING INDIVIDUAL OR ORGANIZATION TO PUBLIC SOURCES (E.G. GUIDESTAR), HOWEVER FOR INFORMATION NOT AVAILABLE THROUGH PUBLIC SOURCES, HA WILL ARRANGE AN ACCEPTABLE TIME TO MEET WITH THE REQUESTING INDIVIDUAL AT OUR BUSINESS OFFICE TO PROVIDE ACCESS TO THE REQUESTED RECORDS. PROPRIETARY OR INFORMATION OF A CONFIDENTIAL NATURE IS NORMALLY NOT RELEASED EXCEPT BY LEGAL PROCESS. PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR EACH YEAR. THE BOARD OF DIRECTORS IS ALSO RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PORT OF ANNAPOLIS 18 PINKNEY STREET ANNAPOLIS MD 21401 520788655 LEASING OF REAL ESTATE MD HISTORIC ANNAPOLIS INC C 10000 7900 0.94860 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 PORT OF ANNAPOLIS INC K 10000 LEASE DOCUMENT