BETA

PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-21
IRS object ID
201842339349200039
Schema version
2017v2.3
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)
Return2018-08-21T14:11:13-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonSUSAN LATVALAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7277243054PhoneNum
Signature2018-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A LIMAPreparerPersonNm
PTINP01520695PTIN
Phone7272235004PhoneNum
Preparation2018-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
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$94,087GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$87,837ContributionsGiftsGrantsEtcAmt
Investment Income$2InvestmentIncomeAmt
Gaming Gross Income$6,248GamingGrossIncomeAmt
Special Events Direct Expenses$1,997SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$4,251SpecialEventsNetIncomeLossAmt
Total Revenue$92,090TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$12,185FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$8,984OccupancyRentUtltsAndMaintAmt
Other Expenses Total$25,168OtherExpensesTotalAmt
Total Expenses$46,337TotalExpensesAmt
Excess Or Deficit For Year$45,753ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$16,294NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$29,247OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$32,800NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$14,889BOYAmt
EOY$30,908EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$389,281BOYAmt
EOY$350,870EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$404,170BOYAmt
EOY$381,778EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$387,876BOYAmt
EOY$348,978EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$16,294BOYAmt
EOY$32,800EOYAmt
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$36,809
HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.$9,528
FieldValueIRS element (for citing)
Total Program Service Expenses$46,337TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUSAN LATVALA
PRESIDENT000.00$0
CAROL JACKSON
DIRECTOR000.00$0
JEAN BARNES
DIRECTOR000.00$0
TERRY HAAS
TREASURER000.00$0
ERHAN OZEY
VICE PRESIDE000.00$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 Minus2 Years$23,080CurrentTaxYearMinus2YearsAmt
Current Tax Year$87,837CurrentTaxYearAmt
Total$110,917TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$26,377CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,256CurrentTaxYearMinus1YearAmt
Current Tax Year$6,250CurrentTaxYearAmt
Total$45,883TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$49,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,256CurrentTaxYearMinus1YearAmt
Current Tax Year$94,087CurrentTaxYearAmt
Total$156,800TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$156,800PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$49,457CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,256CurrentTaxYearMinus1YearAmt
Current Tax Year$94,087CurrentTaxYearAmt
Total$156,800TotalAmt
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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES MARKETING MATERIALS 254 RENT THE MUSEUM PROMO 825 LPB EVENT PROMOTION 2,595 ADVERTISING & MARKETING 390 PROMOTIONAL 295 FIRE TRUCK INSURANCE 95 DIRECTOR & OFFICER 1,095 MUSEUM DISPLAYS 1,389 MEALS 2,530 BANK CHARGES 54 FOOD & BEVERAGE 1,072 FURNITURE 140 EQUIPMENT/FURNITURE RENTA 801 MISCELLANEOUS 231 ENTERTAINMENT 300 OFFICE EXPENSE 1,250 POSTAGE 154 SECURITY 1,210 SUPPLIES 839 TAXES & LICENSES 121 NON-INVESTMENT DEPRECIATION 9,528 TOTAL 25,168
FORM 990-EZ, PART I, LINE 20BOOK / TAX DEPRECIATION DIFFERENCE -29,247
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 0 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 0 850 LEASEHOLD IMPROVEMENTS 0 387,753 LESS ACCUMULATED DEPRECIATION 0 38,775 ACCOUNTS RECEIVABLE - RESTRICTED GRA 55,194 0 PREPAID EXPENSES 333,045 0 INVENTORY 1,042 0 TOTAL 389,281 350,870
FORM 990-EZ, PART II, LINE 26DEFERRED REVENUE 387,753 348,978 PAYABLES 123 0
FORM 990-EZ, PART III, LINE 31HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.