Nonprofit · EIN 59-3246072
PALM HARBOR HISTORICAL SOCIETY INC
Tax-exempt · PALM HARBOR, FL 34683
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $96,278 | $100,001 | -$3,723 | $89,153 | $42,846 | $46,307 |
| December 31, 2024 | 990-EZ | $96,991 | $110,371 | -$13,380 | $119,797 | $79,750 | $40,047 |
| December 31, 2023 | 990-EZ | $84,524 | $95,357 | -$10,833 | $180,009 | $136,524 | $43,485 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $83,563
- Program service revenue
- $51
- Investment income
- $50
- Other revenue
- $12,614
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,850
- Occupancy
- $13,634
- Other expenses
- $84,517
- Program services (functional)
- $100,001
Balance sheet and other
- Total assets, start of year
- $119,797
- Total assets, end of year
- $89,153
- Total liabilities, end of year
- $42,846
- Net assets, end of year
- $46,307
- Cash, savings and investments
- $39,039
- Gross receipts
- $96,278
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB FORTNER | PRESIDENT | 4 | $0 |
| TERRY HAAS | DIRECTOR | 4 | $0 |
| ERHAN OZEY | TREASURER | 4 | $0 |
| STEPHANIE ANDREWS | SECRETARY | 4 | $0 |
| LYNN GEIST | VICE PRESIDE | 4 | $0 |
| BARBARA BATTAGLIA | DIRECTOR | 4 | $0 |
| ALLISON HOLUBAN | DIRECTOR | 4 | $0 |
| JAMES WIESNER | DIRECTOR | 4 | $0 |
| MATTHEW MITCHEM | DIRECTOR | 4 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB FORTNER | PRESIDENT | 4 | $0 |
| TERRY HAAS | DIRECTOR | 4 | $0 |
| ERHAN OZEY | TREASURER | 4 | $0 |
| STEPHANIE ANDREWS | SECRETARY | 4 | $0 |
| LYNN GEIST | VICE-PRESIDE | 4 | $0 |
| BARBARA BATTAGLIA | DIRECTOR | 4 | $0 |
| ALLISON HOLUBAN | DIRECTOR | 4 | $0 |
| JAMES WIESNER | DIRECTOR | 4 | $0 |
| MATTHEW MITCHEM | DIRECTOR | 4 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOB FORTNER | PRESIDENT | 4 | $0 |
| TERRY HAAS | VICE-PRESIDE | 4 | $0 |
| ERHAN OZEY | TREASURER | 4 | $0 |
| STEPHANIE ANDREWS | SECRETARY | 4 | $0 |
| JAMES WIESNER | DIRECTOR | 4 | $0 |
| BARBARA BATTAGLIA | DIRECTOR | 4 | $0 |
| MATTHEW MITCHEM | DIRECTOR | 4 | $0 |
| LYNN GEIST | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2043 CURLEW RD, PALM HARBOR, FL 34683-6820
- In care of
- % SUSAN LATUALA
- Mailing address (990-N for 2015)
- 2043 CURLEW ROAD, PALM HARBOR FL 34683
- Principal officer (990-N for 2015)
- SUSAN LATVALA, 2043 CURLEW RD, PALM HARBOR FL 34683
- Signed the 990-EZ
- ERHAN OZEY, TREASURER
- Phone
- (727) 724-3054
- Website
- WWW.PALMHARBORMUSEUM.COM
- Return prepared by
- LIMA & ASSOCIATES LLC
Mission
TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF PALM HARBOR, FLORIDA
Program accomplishments
- 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.Expenses $100,001
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 59-3246072
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $89,153
- Income (IRS master file)
- $96,278
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $96,278 | $100,001 | $89,153 | XML |
| 990-EZ | December 2024 | $96,991 | $110,371 | $119,797 | XML |
| 990-EZ | December 2023 | $84,524 | $95,357 | $180,009 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: SUSAN LATVALA | October 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3246072).
Questions about PALM HARBOR HISTORICAL SOCIETY INC
- What is the EIN of PALM HARBOR HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of PALM HARBOR HISTORICAL SOCIETY INC is 59-3246072.
- Is PALM HARBOR HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to PALM HARBOR HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALM HARBOR HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PALM HARBOR HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PALM HARBOR HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of PALM HARBOR HISTORICAL SOCIETY INC?
- The 990-N for 2015 names SUSAN LATVALA.
- Who are the officers and directors of PALM HARBOR HISTORICAL SOCIETY INC?
- The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does PALM HARBOR HISTORICAL SOCIETY INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $96,278, expenses of $100,001 and total assets of $89,153 at year end.
Other nonprofits in PALM HARBOR
- EAST LAKE BAND BOOSTERS CORPORATION EIN 59-3369753 · last filed 990-EZ for 2025
- PROCRASTINATING QUILTERS GUILD CORP EIN 90-0533508 · last filed 990-N for 2024
- US PEACE MEMORIAL FOUNDATION INC EIN 20-3915218 · last filed 990-N for 2025
- TAMPA BAY PERFORMING ARTS ACADEMY FOUNDATION INC EIN 93-1921119 · last filed 990-N for 2025
- V O I C EXPERIENCE FOUNDATION EIN 13-4145412 · last filed 990-N for 2025
- AMERICAS SUNSHINE DANCERS EIN 88-3846025 · last filed 990-N for 2025
- KONIGSWORT INCORPORATED EIN 59-3399582 · last filed 990-N for 2025
- NURSES AGAINST VIOLENCE UNITE INC EIN 82-3410964 · last filed 990-N for 2024
All nonprofits in PALM HARBOR · Florida · Arts, culture and humanities