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PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-06
IRS object ID
202442199349200319
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-06T13:27:22-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261745880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LIMA & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133920 US HIGHWAY 19 N STE 155AddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34684ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593246072EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PALM HARBOR HISTORICAL SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPALMBusinessNameControlTxt
Phone7277243054PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12043 CURLEW ROADAddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34683ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERHAN OZEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7277243054PhoneNum
Signature2024-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A LIMAPreparerPersonNm
PTINP01520695PTIN
Phone7272235004PhoneNum
Preparation2024-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressWWW.PALMHARBORMUSEUM.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$84,524GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$61,579ContributionsGiftsGrantsEtcAmt
Program Service Revenue$2,459ProgramServiceRevenueAmt
Investment Income$62InvestmentIncomeAmt
Other Revenue Total$20,424OtherRevenueTotalAmt
Total Revenue$84,524TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,820FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$11,409OccupancyRentUtltsAndMaintAmt
Other Expenses Total$82,128OtherExpensesTotalAmt
Total Expenses$95,357TotalExpensesAmt
Excess Or Deficit For Year-$10,833ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$44,376NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$9,942OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$43,485NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$52,841BOYAmt
EOY$61,948EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$156,836BOYAmt
EOY$118,061EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$209,677BOYAmt
EOY$180,009EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$165,301BOYAmt
EOY$136,524EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$44,376BOYAmt
EOY$43,485EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO COLLECT, PRESERVE AND SHARE THE HERITAGE OF PALM HARBOR, FLORIDAPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS
HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.$95,357
FieldValueIRS element (for citing)
Total Program Service Expenses$95,357TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BOB FORTNER
PRESIDENT4.00$0
TERRY HAAS
VICE-PRESIDE4.00$0
ERHAN OZEY
TREASURER4.00$0
STEPHANIE ANDREWS
SECRETARY4.00$0
JAMES WIESNER
DIRECTOR4.00$0
BARBARA BATTAGLIA
DIRECTOR4.00$0
MATTHEW MITCHEM
DIRECTOR4.00$0
LYNN GEIST
DIRECTOR4.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonERHAN OZEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12043 CURLEW ROADAddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34683ZIPCd
FieldValueIRS element (for citing)
Phone7277243054PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$77,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,347CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,587CurrentTaxYearMinus1YearAmt
Current Tax Year$61,579CurrentTaxYearAmt
Total$393,627TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,141CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,545CurrentTaxYearMinus1YearAmt
Current Tax Year$22,945CurrentTaxYearAmt
Total$53,163TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,132CurrentTaxYearMinus1YearAmt
Current Tax Year$84,524CurrentTaxYearAmt
Total$446,790TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$446,790PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$94,044CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,132CurrentTaxYearMinus1YearAmt
Current Tax Year$84,524CurrentTaxYearAmt
Total$446,790TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8TICKET REVENUE 9,233 SPONSORSHIP INCOME - EVENTS 7,757 VISITOR DONATION REVENUE 2,569 FACILITY RENTAL INCOME 750 ROYALTY INCOME 115 TOTAL 20,424
FORM 990-EZ, PART I, LINE 16EXPENSES GRANT EXPENSE 11,067 OFFICE EXPENSES 413 INSURANCE 1,992 INSURANCE - DIRECTORS & OFFIC 100 BANK CHARGES 70 FOOD & BEVERAGE 1,186 MUSEUM DISPLAYS AND COLLE 47 EVENT SUPPLIES 2,517 DUES & SUBSCRIPTIONS 2,044 MUSEUM IMPROVEMENT 2,534 PROMOTIONAL-BOOK INVENTOR 319 MISCELLANEOUS 72 CONTRACT LABOR 11,000 TAXES & LICENSES 50 NON-INVESTMENT DEPRECIATION 9,942 INVESTMENT DEPRECIATION 38,775 TOTAL 82,128
FORM 990-EZ, PART I, LINE 20BOOK / TAX DEPRECIATION DIFFERENCE 9,942
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 1,042 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 693 694 LEASEHOLD IMPROVEMENTS 387,753 387,753 LESS ACCUMULATED DEPRECIATION 232,652 271,428 TOTAL 156,836 118,061
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 199 DEFERRED REVENUE 165,101 136,325
FORM 990-EZ, PART III, LINE 31HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.

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