Nonprofit · EIN 52-0645783
HISTORIC ANNAPOLIS INC
Tax-exempt · ANNAPOLIS, MD 21401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,668,131 | $2,837,644 | $4,830,487 | $26,701,665 | $861,045 | $25,840,620 |
| June 30, 2024 | 990 | $6,127,085 | $2,525,980 | $3,601,105 | $21,808,479 | $840,162 | $20,968,317 |
| June 30, 2023 | 990 | $5,493,798 | $2,367,847 | $3,125,951 | $18,310,622 | $985,542 | $17,325,080 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,795,855
- of which government grants
- $5,341,617
- Membership dues
- $71,300
- Program service revenue
- $394,292
- Investment income
- $131,345
- Net rental income
- $245,659
- Net gain from sales of assets
- -$999
- Net income from fundraising events
- $46,057
- Net income from sales of inventory
- $45,786
- Other revenue
- $346,639
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $233,527
- Other salaries and wages
- $1,132,110
- Salaries, compensation and benefits (total)
- $1,522,896
- Professional fundraising fees
- $0
- Legal fees
- $21,001
- Accounting fees
- $39,290
- Occupancy
- $81,240
- Travel
- $8,684
- Depreciation
- $309,304
- Program services (functional)
- $2,204,846
- Management and general (functional)
- $491,392
- Fundraising (functional)
- $141,406
Balance sheet and other
- Total assets, start of year
- $21,808,479
- Total assets, end of year
- $26,701,665
- Total liabilities, end of year
- $861,045
- Net assets, end of year
- $25,840,620
- Land, buildings and equipment
- $19,540,330
- Publicly traded securities
- $615,204
- Net assets without donor restrictions
- $23,259,345
- Net assets with donor restrictions
- $2,581,275
- Gross receipts
- $8,290,801
- Employees
- 55
- Volunteers
- 200
- Year formed
- 1952
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN THEIMER BROWN | PRESIDENT & CEO Officer | 40 | $135,942 | $4,533 |
| LUDMILA MIKHAILOVA | VICE-PRESIDENT OF FINANCE Officer | 40 | $96,846 | $3,429 |
| JAMES A REID | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BERT WINCHESTER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JAMES O'HARE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JANE CAMPBELL-CHAMBLISS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEORGINA FRANYO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARCIE TAYLOR-THOMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE OSTBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN COVINGTON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CARROLL H HYNSON JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGARET DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID CARROLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARLA CRISTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHLEEN ORTEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD PATTISON | TRUSTEE Trustee or director | 2 | $0 |
| SONJA SWYGERT | TRUSTEE Trustee or director | 2 | $0 |
| PAMELA GENTRY | TRUSTEE Trustee or director | 2 | $0 |
| GILDA DANIELS | TRUSTEE Trustee or director | 2 | $0 |
| LARRY BURROWS | SECRETARY Trustee or director, Officer | 2 | $0 |
| MACK GILMOR | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN THEIMER BROWN | PRESIDENT & CEO Officer | 40 | $114,927 | $4,302 |
| LUDMILA MIKHAILOVA | VICE-PRESIDENT OF FINANCE Officer | 40 | $87,039 | $3,324 |
| JAMES A REID | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BERT WINCHESTER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JAMES O'HARE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JANE CAMPBELL-CHAMBLISS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GEORGINA FRANYO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARCIE TAYLOR-THOMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE OSTBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN COVINGTON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CARROLL H HYNSON JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGARET DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HOWARD FREEDLANDER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID CARROLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARLA CRISTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHLEEN ORTEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TODD PATTISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SONJA SWYGERT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA GENTRY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GILDA DANIELS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LARRY BURROWS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MACK GILMOR | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT CLARK | FORMER CHAIRMAN Former | 40 | $155,776 | $2,649 |
| KAREN THEIMER BROWN | PRESIDENT & CEO Officer | 40 | $89,423 | $1,631 |
| LUDMILA MIKHAILOVA | VICE-PRESIDENT OF FINANCE Officer | 40 | $81,116 | $2,810 |
| JAMES A REID | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BERT WINCHESTER | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JAMES O'HARE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JANE CAMPBELL-CHAMBLISS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GEORGINA FRANYO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARCIE TAYLOR-THOMA | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHERINE OSTBERG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANN ALSINA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CARROLL H HYNSON JR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGARET DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HOWARD FREEDLANDER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID CARROLL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARLA CRISTE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHLEEN ORTEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TODD PATTISON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SONJA SWYGERT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAMELA GENTRY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GILDA DANIELS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN RICHARDS | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18 PINKNEY STREET, ANNAPOLIS, MD 21401-1763
- Principal officer (990 for 2024)
- KAREN BROWN, 18 PINKNEY STREET, ANNAPOLIS, MD 21401
- Signed the 990
- KAREN BROWN, PRESIDENT AND CEO
- Phone
- (410) 267-7619
- Website
- WWW.ANNAPOLIS.ORG
- Return prepared by
- MULLEN SONDBERG WIMBISH & STONE PA
Mission
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.
Program accomplishments
- 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.Expenses $2,204,846 · revenue $694,874
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0645783
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $26,701,665
- Income (IRS master file)
- $8,290,801
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,668,131 | $2,837,644 | $26,701,665 | XML |
| 990 | June 2024 | $6,127,085 | $2,525,980 | $21,808,479 | XML |
| 990 | June 2023 | $5,493,798 | $2,367,847 | $18,310,622 | XML |
| 990 | June 2022 | $4,263,838 | $2,351,882 | $14,962,787 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0645783).
Questions about HISTORIC ANNAPOLIS INC
- What is the EIN of HISTORIC ANNAPOLIS INC?
- The employer identification number (EIN) of HISTORIC ANNAPOLIS INC is 52-0645783.
- Is HISTORIC ANNAPOLIS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to HISTORIC ANNAPOLIS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC ANNAPOLIS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC ANNAPOLIS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC ANNAPOLIS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HISTORIC ANNAPOLIS INC?
- The 990 for the year ended June 30, 2025 names KAREN BROWN.
- Who are the officers and directors of HISTORIC ANNAPOLIS INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $135,942 (KAREN THEIMER BROWN, PRESIDENT & CEO).
- How much revenue does HISTORIC ANNAPOLIS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,668,131, expenses of $2,837,644 and total assets of $26,701,665 at year end.
Other nonprofits in ANNAPOLIS
- ANNAPOLIS SYMPHONY ORCHESTRA ASSOCIATION INC EIN 23-7001357 · last filed 990 for 2025
- MARYLAND HALL FOR THE CREATIVE ARTS INC EIN 52-1164469 · last filed 990 for 2025
- THE BALLET THEATRE OF MARYLAND INCORPORATED EIN 52-1151372 · last filed 990 for 2025
- ANNAPOLIS OPERA INCORPORATED EIN 23-7321514 · last filed 990 for 2025
- ANNAPOLIS FILM FESTIVAL INC EIN 36-4730103 · last filed 990 for 2025
- CLASSIC THEATRE OF MARYLAND EIN 27-3672057 · last filed 990 for 2023
- CHILDRENS THEATRE OF ANNAPOLIS INC EIN 23-7003491 · last filed 990 for 2025
- HAMMOND HARWOOD HOUSE ASSOC INC EIN 52-0607900 · last filed 990 for 2024
All nonprofits in ANNAPOLIS · Maryland · Arts, culture and humanities