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PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-19
IRS object ID
202501709349200410
Schema version
2024v5.0
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)
Return2025-06-19T09:30:34-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-14SignatureDt
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
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$96,991GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$80,523ContributionsGiftsGrantsEtcAmt
Program Service Revenue$31ProgramServiceRevenueAmt
Investment Income$74InvestmentIncomeAmt
Other Revenue Total$16,363OtherRevenueTotalAmt
Total Revenue$96,991TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,820FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$11,071OccupancyRentUtltsAndMaintAmt
Other Expenses Total$97,480OtherExpensesTotalAmt
Total Expenses$110,371TotalExpensesAmt
Excess Or Deficit For Year-$13,380ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$43,484NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$9,943OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$40,047NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$61,948BOYAmt
EOY$41,077EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$118,061BOYAmt
EOY$78,720EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$180,009BOYAmt
EOY$119,797EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$136,525BOYAmt
EOY$79,750EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$43,484BOYAmt
EOY$40,047EOYAmt
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.$110,371
FieldValueIRS element (for citing)
Total Program Service Expenses$110,371TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BOB FORTNER
PRESIDENT4.00$0
TERRY HAAS
DIRECTOR4.00$0
ERHAN OZEY
TREASURER4.00$0
STEPHANIE ANDREWS
SECRETARY4.00$0
LYNN GEIST
VICE-PRESIDE4.00$0
BARBARA BATTAGLIA
DIRECTOR4.00$0
ALLISON HOLUBAN
DIRECTOR4.00$0
JAMES WIESNER
DIRECTOR4.00$0
MATTHEW MITCHEM
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$77,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,347CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,587CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,579CurrentTaxYearMinus1YearAmt
Current Tax Year$80,523CurrentTaxYearAmt
Total$380,114TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,545CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,945CurrentTaxYearMinus1YearAmt
Current Tax Year$16,468CurrentTaxYearAmt
Total$69,623TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,524CurrentTaxYearMinus1YearAmt
Current Tax Year$96,991CurrentTaxYearAmt
Total$449,737TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$449,737PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,219CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$72,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$84,524CurrentTaxYearMinus1YearAmt
Current Tax Year$96,991CurrentTaxYearAmt
Total$449,737TotalAmt
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 9,570 SPONSORSHIP INCOME - EVENTS 3,850 OTHER EVENT REVENUE 1,150 FACILITY RENTAL INCOME 900 VISITOR DONATION REVENUE 556 FACILITY RENTAL INCOME: SPONS 250 ROYALTY INCOME 87 TOTAL 16,363
FORM 990-EZ, PART I, LINE 16EXPENSES GRANT EXPENSE 22,822 OFFICE EXPENSES 902 INSURANCE 2,987 BANK CHARGES 67 CONTRACT LABOR 14,000 DUES & SUBSCRIPTIONS 1,719 EQUIPMENT/FURNITURE RENTA 195 EVENT SUPPLIES 844 FOOD & BEVERAGE 2,760 MEMBERSHIP EXPENSES 225 MUSEUM DISPLAYS AND COLLE 899 MUSEUM IMPROVEMENT 1,146 PROMOTIONAL-BOOK INVENTOR 70 TAXES & LICENSES 126 NON-INVESTMENT DEPRECIATION 9,943 INVESTMENT DEPRECIATION 38,775 TOTAL 97,480
FORM 990-EZ, PART I, LINE 20BOOK / TAX DEPRECIATION DIFFERENCE 9,943
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 1,042 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 694 128 LEASEHOLD IMPROVEMENTS 387,753 387,753 LESS ACCUMULATED DEPRECIATION 271,428 310,203 TOTAL 118,061 78,720
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 2,200 DEFERRED REVENUE 136,325 77,550
FORM 990-EZ, PART III, LINE 31HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.

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