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PALM HARBOR HISTORICAL SOCIETY INC: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PALM HARBOR HISTORICAL SOCIETY INC (EIN 59-3246072)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-04
IRS object ID
202642169349200509
Schema version
2025v4.0
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)
Return2026-08-04T08:33:54-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA A LIMAPreparerPersonNm
PTINP01520695PTIN
Phone7272235004PhoneNum
Preparation2026-07-30PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
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$96,278GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$83,563ContributionsGiftsGrantsEtcAmt
Program Service Revenue$51ProgramServiceRevenueAmt
Investment Income$50InvestmentIncomeAmt
Other Revenue Total$12,614OtherRevenueTotalAmt
Total Revenue$96,278TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$1,850FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$13,634OccupancyRentUtltsAndMaintAmt
Other Expenses Total$84,517OtherExpensesTotalAmt
Total Expenses$100,001TotalExpensesAmt
Excess Or Deficit For Year-$3,723ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$40,047NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$9,983OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$46,307NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$41,077BOYAmt
EOY$39,039EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$78,720BOYAmt
EOY$50,114EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$119,797BOYAmt
EOY$89,153EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$79,750BOYAmt
EOY$42,846EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$40,047BOYAmt
EOY$46,307EOYAmt
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.$100,001
FieldValueIRS element (for citing)
Total Program Service Expenses$100,001TotalProgramServiceExpensesAmt

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$63,347CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,587CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,579CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,523CurrentTaxYearMinus1YearAmt
Current Tax Year$83,563CurrentTaxYearAmt
Total$386,599TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,524CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,545CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,945CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,468CurrentTaxYearMinus1YearAmt
Current Tax Year$12,715CurrentTaxYearAmt
Total$69,197TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,991CurrentTaxYearMinus1YearAmt
Current Tax Year$96,278CurrentTaxYearAmt
Total$455,796TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$455,796PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,524CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,991CurrentTaxYearMinus1YearAmt
Current Tax Year$96,278CurrentTaxYearAmt
Total$455,796TotalAmt
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 7,378 SPONSORSHIP INCOME - EVENTS 3,576 VISITOR DONATION REVENUE 835 OTHER EVENT REVENUE 825 TOTAL 12,614
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING & MARKETING - MAR 4 GRANT EXPENSE 9,948 OFFICE EXPENSES 605 INSURANCE 2,573 BANK CHARGES 268 DUES & SUBSCRIPTIONS 1,492 EVENT SUPPLIES 1,188 FOOD & BEVERAGE 2,078 MUSEUM DISPLAYS AND COLLE 925 MUSEUM IMPROVEMENT 140 PROMOTIONAL-BOOK INVENTOR 381 TAXES & LICENSES 126 PAID ADV AND PROMOTIONAL 680 CONTRACT LABOR 15,027 POSTAGE 40 STATIONERY & PRINTING 325 NON-INVESTMENT DEPRECIATION 9,942 INVESTMENT DEPRECIATION 38,775 TOTAL 84,517
FORM 990-EZ, PART I, LINE 20UNREALIZED GAIN OR LOSS ON ENDOWMENT 42 BOOK / TAX DEPRECIATION DIFFERENCE 9,941
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 0 10,169 INVENTORIES FOR SALE OR USE 1,042 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 128 128 LEASEHOLD IMPROVEMENTS 387,753 387,753 LESS ACCUMULATED DEPRECIATION 310,203 348,978 TOTAL 78,720 50,114
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,200 2,192 DEFERRED REVENUE 77,550 40,595 CREDIT CARD 0 59
FORM 990-EZ, PART III, LINE 31HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.

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