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PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-02
IRS object ID
202112149349200321
Schema version
2020v4.0
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)
Return2021-08-02T10:51:25-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 250AddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34684ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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)
PersonJEAN BARNESPersonNm
Person TitlePAST PRESIDENTPersonTitleTxt
Phone7277243054PhoneNum
Signature2021-07-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEANPersonFirstNm
Person LastBARNESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A LIMAPreparerPersonNm
PTINP01520695PTIN
Phone7272235004PhoneNum
Preparation2021-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$90,219GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$77,078ContributionsGiftsGrantsEtcAmt
Investment Income$8InvestmentIncomeAmt
Other Revenue Total$13,133OtherRevenueTotalAmt
Total Revenue$90,219TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$24,750FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$9,341OccupancyRentUtltsAndMaintAmt
Other Expenses Total$64,859OtherExpensesTotalAmt
Total Expenses$98,950TotalExpensesAmt
Excess Or Deficit For Year-$8,731ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$44,024NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$9,942OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$45,235NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$42,490BOYAmt
EOY$43,700EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$272,961BOYAmt
EOY$234,187EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$315,451BOYAmt
EOY$277,887EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$271,427BOYAmt
EOY$232,652EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$44,024BOYAmt
EOY$45,235EOYAmt
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.$98,950
FieldValueIRS element (for citing)
Total Program Service Expenses$98,950TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BOB FORTNER
PRESIDENT4.00$0
TERRY HAAS
VICE-PRESIDE4.00$0
ERHAN OZEY
TREASURER4.00$0
NANCY MITCHEM
SECRETARY4.00$0
GLENDA RIVIERE GUNNELLS
DIRECTOR4.00$0
BARBARA BATTAGLIA
DIRECTOR4.00$0
STEPHANIE ANDREWS
DIRECTOR4.00$0
JAMES WIESNER
DIRECTOR4.00$0
JEAN BARNES
PAST PRESIDE4.00$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)
PersonLIMA ASSOCIATES LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133920 US HIGHWAY 19 N STE 250AddressLine1Txt
CityPALM HARBORCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34684ZIPCd
FieldValueIRS element (for citing)
Phone7272235004PhoneNum
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 Minus3 Years$87,837CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,814CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,036CurrentTaxYearMinus1YearAmt
Current Tax Year$77,078CurrentTaxYearAmt
Total$326,765TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8CurrentTaxYearMinus1YearAmt
Current Tax Year$13,141CurrentTaxYearAmt
Total$32,663TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,044CurrentTaxYearMinus1YearAmt
Current Tax Year$90,219CurrentTaxYearAmt
Total$359,428TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$359,428PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,256CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$94,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,822CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,044CurrentTaxYearMinus1YearAmt
Current Tax Year$90,219CurrentTaxYearAmt
Total$359,428TotalAmt
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 7,813 SPONSORSHIP INCOME - EVENTS 5,068 OTHER EVENT REVENUE 166 ROYALTY INCOME 86 TOTAL 13,133
FORM 990-EZ, PART I, LINE 16EXPENSES OFFICE EXPENSES 1,810 INSURANCE 1,555 PROMOTIONAL-BOOK INVENTOR 148 BANK CHARGES 249 CONTRACT LABOR 823 FOOD & BEVERAGE 1,658 MUSEUM DISPLAYS AND COLLE 7,941 ORAL HISTORY PROJECT EXPE 630 POSTAGE 55 SHIPPING AND DELIVERY EXP 100 EVENT SUPPLIES 590 STAIONARY & PRINTING 174 TAXES & LICENSES 120 DECORATIONS - EVENTS 289 NON-INVESTMENT DEPRECIATION 9,942 INVESTMENT DEPRECIATION 38,775 TOTAL 64,859
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 492 493 387,753 387,753 LESS ACCUMULATED DEPRECIATION 116,326 155,101 TOTAL 272,961 234,187
FORM 990-EZ, PART II, LINE 26DEFERRED REVENUE 271,427 232,652
FORM 990-EZ, PART III, LINE 31HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (9 entries)

BOB FORTNER
TERRY HAAS
ERHAN OZEY
NANCY MITCHEM
GLENDA RIVIERE GUNNELLS
BARBARA BATTAGLIA
STEPHANIE ANDREWS
JAMES WIESNER
JEAN BARNES

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