PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-20
- IRS object ID
- 202311409349200006
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-20T10:55:05-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261745880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIMA & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33920 US HIGHWAY 19 N STE 155 | AddressLine1Txt |
| City | PALM HARBOR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593246072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM HARBOR HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALM | BusinessNameControlTxt |
| Phone | 7277243054 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2043 CURLEW ROAD | AddressLine1Txt |
| City | PALM HARBOR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34683 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERHAN OZEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7277243054 | PhoneNum |
| Signature | 2023-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERHAN | PersonFirstNm |
| Person Last | OZEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A LIMA | PreparerPersonNm |
| PTIN | P01520695 | PTIN |
| Phone | 7272235004 | PhoneNum |
| Preparation | 2023-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.PALMHARBORMUSEUM.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $105,132 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $97,587 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $15 | InvestmentIncomeAmt |
| Other Revenue Total | $7,530 | OtherRevenueTotalAmt |
| Total Revenue | $105,132 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,820 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $15,354 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $87,026 | OtherExpensesTotalAmt |
| Total Expenses | $104,200 | TotalExpensesAmt |
| Excess Or Deficit For Year | $932 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $33,501 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $9,942 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $44,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,841 | BOYAmt |
| EOY | $52,841 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,436 | BOYAmt |
| EOY | $156,836 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,277 | BOYAmt |
| EOY | $209,677 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,776 | BOYAmt |
| EOY | $165,302 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,501 | BOYAmt |
| EOY | $44,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF PALM HARBOR, FLORIDA | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program 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. | $104,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $104,200 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| BOB FORTNER | ||
| PRESIDENT | 4.00 | $0 |
| TERRY HAAS | ||
| VICE-PRESIDE | 4.00 | $0 |
| ERHAN OZEY | ||
| TREASURER | 4.00 | $0 |
| GLENDA RIVIERE GUNNELLS | ||
| DIRECTOR | 4.00 | $0 |
| BARBARA BATTAGLIA | ||
| DIRECTOR | 4.00 | $0 |
| STEPHANIE ANDREWS | ||
| DIRECTOR | 4.00 | $0 |
| JAMES WIESNER | ||
| DIRECTOR | 4.00 | $0 |
| JEAN BARNES | ||
| PAST PRESIDE | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIMA ASSOCIATES LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33920 US HIGHWAY 19 N STE 250 | AddressLine1Txt |
| City | PALM HARBOR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7272235004 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,814 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,587 | CurrentTaxYearAmt |
| Total | $399,862 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,545 | CurrentTaxYearAmt |
| Total | $30,226 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,132 | CurrentTaxYearAmt |
| Total | $430,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $430,088 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,132 | CurrentTaxYearAmt |
| Total | $430,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | TICKET REVENUE 6,597 FACILITY RENTAL INCOME 650 SPONSORSHIP INCOME - EVENTS 190 ROYALTY INCOME 93 TOTAL 7,530 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES GRANT EXPENSE 24,094 ADVERTISING 132 OFFICE EXPENSES 431 INSURANCE 1,566 BANK CHARGES 114 FOOD & BEVERAGE 523 MUSEUM DISPLAYS AND COLLE -619 POSTAGE 93 EVENT SUPPLIES 927 DUES & SUBSCRIPTIONS 438 EVENT ENTERTAINERS 200 CONTRACT LABOR 8,500 7092 MEMBERSHIP EXPENSE 325 MUSEUM IMPROVEMENT 1,585 NON-INVESTMENT DEPRECIATION 9,942 INVESTMENT DEPRECIATION 38,775 TOTAL 87,026 |
| FORM 990-EZ, PART I, LINE 20 | BOOK / TAX DEPRECIATION DIFFERENCE 9,942 |
| FORM 990-EZ, PART II, LINE 24 | INVENTORIES FOR SALE OR USE 1,042 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 518 693 LEASEHOLD IMPROVEMENTS 387,753 387,753 LESS ACCUMULATED DEPRECIATION 193,877 232,652 TOTAL 195,436 156,836 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 201 DEFERRED REVENUE 209,576 165,101 |
| FORM 990-EZ, PART III, LINE 31 | HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS. |
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