PALM HARBOR HISTORICAL SOCIETY INC

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Cite this

Plain text PALM HARBOR HISTORICAL SOCIETY INC. furp.org, nonprofit organization profile, tax years 2017–2025. https://furp.org/org/palm-harbor-historical-society-inc-593246072. Retrieved 2026-11-05.

APA furp.org. (n.d.). PALM HARBOR HISTORICAL SOCIETY INC [Nonprofit organization profile; tax years 2017–2025]. Retrieved November 5, 2026, from https://furp.org/org/palm-harbor-historical-society-inc-593246072

MLA “PALM HARBOR HISTORICAL SOCIETY INC.” furp.org, tax years 2017–2025, https://furp.org/org/palm-harbor-historical-society-inc-593246072. Accessed 5 Nov. 2026.

Retrieved 2026-11-05; covers tax years 2017–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990EZ · revenue $96K · expenses $100K · assets $89K

EIN
59-3246072
Address
2043 CURLEW RD, PALM HARBOR, FL 34683-6820
Website
WWW.PALMHARBORMUSEUM.COM
NTEE code
A80 Historical Societies, Related Historical Activities (Arts, Culture and Humanities) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1995 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Principal officer
SUSAN LATVALA (its 2015 Form 990-N)
Form 990-N e-postcards
1 filed, 2015 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF PALM HARBOR, FLORIDA

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 19 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

19 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Bob Fortner PRESIDENT2020-2025 4 $0 reported 1
Terry Haas DIRECTOR2017-2025 4 $0 reported 1
Erhan Ozey TREASURER2017-2025 4 $0 reported 1
Stephanie Andrews SECRETARY2020-2025 4 $0 reported 1
Lynn Geist VICE PRESIDE2023-2025 4 $0 reported 1
Barbara Battaglia DIRECTOR2020-2025 4 $0 reported 1
Allison Holuban DIRECTOR2024-2025 4 $0 reported 1
James Wiesner DIRECTOR2020-2025 4 $0 reported 1
Matthew Mitchem DIRECTOR2023-2025 4 $0 reported 1
Glenda Riviere Gunnells (former) DIRECTOR2020-2022 4 $0 reported 1
Jean Barnes (former) PAST PRESIDE2017-2022 4 $0 reported 1
Nancy Mitchem (former) SECRETARY2020 4 $0 reported 1
Mary M Brotman (former) DIRECTOR2019 4 $0 reported 1
Glenda M Gunnells (former) DIRECTOR2019 4 $0 reported 1
R Terry Haas (former) TREASURER2018-2019 4 $0 reported 1
Martha M Lenderman (former) SECRETARY2019 4 $0 reported 1
Donnie M Hanson (former) DIRECTOR2019 4 $0 reported 1
Susan Latvala (former) PRESIDENT2017-2018 4 $0 reported 1
Carol Jackson (former) DIRECTOR2017-2018 4 $0 reported 1

People by year

2025 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS DIRECTOR4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
STEPHANIE ANDREWS SECRETARY4 $0-- $01
LYNN GEIST VICE PRESIDE4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
ALLISON HOLUBAN DIRECTOR4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
MATTHEW MITCHEM DIRECTOR4 $0-- $01
2024 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS DIRECTOR4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
STEPHANIE ANDREWS SECRETARY4 $0-- $01
LYNN GEIST VICE-PRESIDE4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
ALLISON HOLUBAN DIRECTOR4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
MATTHEW MITCHEM DIRECTOR4 $0-- $01
2023 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS VICE-PRESIDE4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
STEPHANIE ANDREWS SECRETARY4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
MATTHEW MITCHEM DIRECTOR4 $0-- $01
LYNN GEIST DIRECTOR4 $0-- $01
2022 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS VICE-PRESIDE4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
GLENDA RIVIERE GUNNELLS DIRECTOR4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
STEPHANIE ANDREWS DIRECTOR4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
JEAN BARNES PAST PRESIDE4 $0-- $01
2021 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS VICE-PRESIDE4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
GLENDA RIVIERE GUNNELLS DIRECTOR4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
STEPHANIE ANDREWS DIRECTOR4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
JEAN BARNES PAST PRESIDE4 $0-- $01
2020 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BOB FORTNER PRESIDENT4 $0-- $01
TERRY HAAS VICE-PRESIDE4 $0-- $01
ERHAN OZEY TREASURER4 $0-- $01
NANCY MITCHEM SECRETARY4 $0-- $01
GLENDA RIVIERE GUNNELLS DIRECTOR4 $0-- $01
BARBARA BATTAGLIA DIRECTOR4 $0-- $01
STEPHANIE ANDREWS DIRECTOR4 $0-- $01
JAMES WIESNER DIRECTOR4 $0-- $01
JEAN BARNES PAST PRESIDE4 $0-- $01
2019 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEAN M BARNES PRESIDENT4 $0-- $01
MARY M BROTMAN DIRECTOR4 $0-- $01
GLENDA M GUNNELLS DIRECTOR4 $0-- $01
R TERRY HAAS TREASURER4 $0-- $01
ERHAN OZEY VICE-PRESIDE4 $0-- $01
MARTHA M LENDERMAN SECRETARY4 $0-- $01
DONNIE M HANSON DIRECTOR4 $0-- $01
2018 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN LATVALA PRESIDENT4 $0-- $01
CAROL JACKSON DIRECTOR4 $0-- $01
JEAN BARNES SECRETARY4 $0-- $01
R TERRY HAAS TREASURER4 $0-- $01
ERHAN OZEY VICE-PRESIDE4 $0-- $01
2017 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN LATVALA PRESIDENT0 $0-- $01
CAROL JACKSON DIRECTOR0 $0-- $01
JEAN BARNES DIRECTOR0 $0-- $01
TERRY HAAS TREASURER0 $0-- $01
ERHAN OZEY VICE PRESIDE0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990EZ period ending 2025-12-31 · view filing · original 990 ↗
$96,278$100,001 $89,153$46,307 $83,563$51 ---
2024 · Form 990EZ period ending 2024-12-31 · view filing · original 990 ↗
$96,991$110,371 $119,797$40,047 $80,523$31 ---
2023 · Form 990EZ period ending 2023-12-31 · view filing · original 990 ↗
$84,524$95,357 $180,009$43,485 $61,579$2,459 ---
2022 · Form 990EZ period ending 2022-12-31 · view filing · original 990 ↗
$105,132$104,200 $209,677$44,375 $97,587- ---
2021 · Form 990EZ period ending 2021-12-31 · view filing · original 990 ↗
$72,871$94,547 $243,277$33,501 $63,347- ---
2020 · Form 990EZ period ending 2020-12-31 · view filing · original 990 ↗
$90,219$98,950 $277,887$45,235 $77,078- ---
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$94,044$39,751 $315,450$44,023 $94,036- ---
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$67,822$53,225 $333,766$18,564 $67,814- ---
2017 · Form 990EZ period ending 2017-12-31 · view filing · original 990 ↗
$92,090$46,337 $381,778$32,800 $87,837- ---

Funders of this organization

3 grantors reported grants to this organization, $109,721 in all, tax years 2012 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
PINELLAS COMMUNITY FOUNDATION DAF sponsor Exact 2014, 2016-2017, 2019-2024 9$90,271 2024$10,000
show
FLORIDA HUMANITIES COUNCIL INC Public charity Exact 2012, 2019, 2021 3$19,000 2021$5,000
show
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “PALM HARBOR HISTORICAL SOCIETY INC” 2015-2016 2$450 2016$200
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
POMPANO BEACH HISTORICAL SOCIETY INCFLA80 $77,960$66,398 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state, similar mission
ESTERO HISTORICAL SOCIETY INCFLA80 $111,543$65,744 Vice President$0 Same NTEE code A80, revenue within 2x, same state, similar name
LEVY COUNTY HISTORICAL SOCIETY INCFLA80 $91,403$50,924 President$0 Same NTEE code A80, revenue within 2x, same state, similar name
LAKE BUENA VISTA HISTORICAL SOCIETY INCFLA80 $119,394$121,668 Member$0 Same NTEE code A80, revenue within 2x, same state, similar name
CAPTIVA ISLAND HISTORICAL SOCIETYFLA80 $118,370$124,054 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state, similar name
ASSOCIATION TO PRESERVE AFRICAN AMERICAN SOCIETY HISTORY & TRADEFLA80 $121,145$54,364 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
HENRY NEHRLING SOCIETYFLA80 $80,896$65,977 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE INCFLA80 $127,398$69,493 PresidentLiving History Education$0 Same NTEE code A80, revenue within 2x, same state
FLORIDA HISTORIC CAPITOL FOUNDATION CORPORATIONFLA80 $76,930$52,965 MUSEUM DIREC$100,559 Same NTEE code A80, revenue within 2x, same state
STILTSVILLE TRUST INCFLA80 $69,842$24,149 President$0 Same NTEE code A80, revenue within 2x, same state
WILLIAM AUGUSTUS BOWLES MUSEUM ANDHISTORICAL FOUNDATION INCFLA80 $124,826$133,174 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
ANCIENT SPANISH MONASTERY FOUNDATION INCFLA80 $96,469$52,884 President$0 Same NTEE code A80, revenue within 2x, same state
HISTORIC OLD NORTHEAST NEIGHBORHOOD ASSOCIATION OF ST PETERSBURG INCFLA80 $109,974$83,435 President$0 Same NTEE code A80, revenue within 2x, same state
MOSSMAN HOME PRESERVATION FOUNDATION INCFLA80 $124,727$83,322 Vice-President$6,018 Same NTEE code A80, revenue within 2x, same state
OCALA MAIN STREET INCFLA80 $121,233$151,199 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
MANDARIN COMMUNITY CLUB INCFLA80 $80,754$61,510 President$0 Same NTEE code A80, revenue within 2x, same state
LARGO CENTRAL RAILROAD INCFLA80 $117,838$102,032 President$0 Same NTEE code A80, revenue within 2x, same state
VETERANS TRIBUTE AND MUSEUM OF OSCEOLA COUNTY INCFLA80 $95,991$130,785 CHAIRMAN$0 Same NTEE code A80, revenue within 2x, same state
OLD DOWNTOWN MELBOURNE HISTORY ASSOCIATION INCFLA80 $131,400$118,839 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
ORLANDO YOUTH AVIATION CENTER INCFLA80 $131,380$1,010 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
UNITED STATES SPECIAL OPERATIONS COMMAND MEMORIAL FOUNDATIONFLA80 $85,531$48,674 Counsel$0 Same NTEE code A80, revenue within 2x, same state
OLD NORTHWOOD NEIGHBORHOOD ASSOCIATION INCFLA80 $97,226$108,859 Chairman$0 Same NTEE code A80, revenue within 2x, same state
FBZ ARCHIVOS FOUNDATION INCFLA80 $133,010$135,291 Director$0 Same NTEE code A80, revenue within 2x, same state
KIEM FOUNDATIONFLA80 $122,263$81,956 TRUSTEE$0 Same NTEE code A80, revenue within 2x, same state
MARSHALL HISTORICAL SOCIETY INCMIA80 $108,290$121,929 TREASURER$0 Same NTEE code A80, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE@ROBERT GRIFFITH CHARITABLE TRUST Private foundation$298,2035 12021–2025 EMMET COUNTY HISTORICAL SOCIETY
THE CHARLES PINCKNEY JONES CHARITABLE TRUST Private foundation$282,4006 12019–2024 HIGHLAND HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF SARASOTA COUNTY INC DAF sponsor$275,07415 12010–2024 JERSEY COUNTY HISTORICAL SOCIETY
EVA CRANE GOFF FOUNDATION Private foundation$255,90610 12016–2025 DANVILLE HISTORICAL SOCIETY
SHERWOOD FOUNDATION Private foundation$200,0001 12025–2025 CASS COUNTY HISTORICAL SOCIETY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$148,3009 82014–2024 GREEN GABLES AT HISTORIC RIVERVIEW VILLAGE INC; GLENBROOK HISTORICAL SOCIETY INC; ASSOCIATION TO PRESERVE AFRICAN AMERICAN SOCIETY HISTORY & TRADE; UNITED STATES SPECIAL OPERATIONS COMMAND MEMORIAL FOUNDATION and 4 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$146,05010 72020–2024 BUCKLAND HISTORICAL SOCIETY INC; UNITED STATES SPECIAL OPERATIONS COMMAND MEMORIAL FOUNDATION; WEST STOCKBRIDGE HISTORICAL SOCIETY INC; CASS COUNTY HISTORICAL SOCIETY and 3 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$139,0003 22022–2023 BUCKLAND HISTORICAL SOCIETY INC; GLENBROOK HISTORICAL SOCIETY INC
WINSLOW FAMILY FOUNDATION Private foundation$118,0002 12019–2023 WAYNE COUNTY HISTORICAL SOCIETY
DEKALB COUNTY COMMUNITY FOUNDATION DAF sponsor$115,8589 12016–2025 HINCKLEY HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$115,0007 12018–2024 HISTORICAL SOCIETY ELIZABETH NEW JERSEY INC
NATIONAL PHILANTHROPIC TR DAF sponsor$110,0002 22020–2021 HIGHLAND HISTORICAL SOCIETY; OLD NORTHWOOD NEIGHBORHOOD ASSOCIATION INC
ERIE COMMUNITY FOUNDATION DAF sponsor$106,29511 12012–2024 EDINBORO AREA HISTORICAL SOCIETY
ROBERT DAVID LION GARDINER FOUNDATION INC Private foundation$101,6006 12014–2025 ROCKY POINT HISTORICAL SOCIETY
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$98,0002 22020–2024 WEST CHESTER-UNION TOWNSHIP HISTORICAL SOCIETY INC; HIGHLAND HISTORICAL SOCIETY

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990EZ · $100,001 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $84,517 84.5%
Occupancy, rent, utilities, maintenance $13,634 13.6%
Fees to independent contractors $1,850 1.8%
Total$100,001100%

View the filing

2024 · Form 990EZ · $110,371 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $97,480 88.3%
Occupancy, rent, utilities, maintenance $11,071 10.0%
Fees to independent contractors $1,820 1.6%
Total$110,371100%

View the filing

2023 · Form 990EZ · $95,357 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $82,128 86.1%
Occupancy, rent, utilities, maintenance $11,409 12.0%
Fees to independent contractors $1,820 1.9%
Total$95,357100%

View the filing

2022 · Form 990EZ · $104,200 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $87,026 83.5%
Occupancy, rent, utilities, maintenance $15,354 14.7%
Fees to independent contractors $1,820 1.7%
Total$104,200100%

View the filing

2021 · Form 990EZ · $94,547 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $69,798 73.8%
Fees to independent contractors $15,820 16.7%
Occupancy, rent, utilities, maintenance $8,929 9.4%
Total$94,547100%

View the filing

2020 · Form 990EZ · $98,950 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $64,859 65.5%
Fees to independent contractors $24,750 25.0%
Occupancy, rent, utilities, maintenance $9,341 9.4%
Total$98,950100%

View the filing

2019 · Form 990EZ · $39,751 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $20,178 50.8%
Fees to independent contractors $10,848 27.3%
Occupancy, rent, utilities, maintenance $8,725 21.9%
Total$39,751100%

View the filing

2018 · Form 990EZ · $53,225 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $35,344 66.4%
Fees to independent contractors $9,781 18.4%
Occupancy, rent, utilities, maintenance $8,100 15.2%
Total$53,225100%

View the filing

2017 · Form 990EZ · $46,337 spent · pay $0 · grants $0 · events $1,997
LineAs describedTotalShare
Other expenses (detail on Schedule O) $25,168 54.3%
Fees to independent contractors $12,185 26.3%
Occupancy, rent, utilities, maintenance $8,984 19.4%
Fundraising events Eventdirect expenses; gross income -$1,997reported apart
Total$46,337100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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