Nonprofit · EIN 88-2005700
HERITAGE PALMS CHARITABLE ORGANIZATION INC
Tax-exempt · FORT MYERS, FL 33966
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,563 | $13,639 | $17,924 | $88,924 | $0 | $88,924 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,180
- Interest
- $645
- Other income
- $3,738
Expenses
- Grants and similar amounts paid
- $11,606
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $11,606
- Excise tax on investment income
- $9
Balance sheet and other
- Total assets, start of year
- $71,000
- Total assets, end of year
- $88,924
- Total liabilities, end of year
- $0
- Net assets, end of year
- $88,924
- Fair market value of assets
- $88,924
- Qualifying distributions
- $11,606
- Net investment income
- $645
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Plevniak 10321 White Palm Way, Fort Myers, FL 33966 | Director | 10 | $0 |
| Allan Potechin 8003 Tiger Palm Way, Fort Myers, FL 33966 | President | 12 | $0 |
| Barbara Gregg 10235 bismark Palm Way, Unit 1511, Fort Myers, FL 33966 | Secretary | 10 | $0 |
| Miriam Shook 11001 Wine Palm Rd, Fort Myers, FL 33966 | Treasurer | 10 | $0 |
| Mary Stippich 10210 Washingtonia Palm Way, Unit 1722, Fort Myers, FL 33966 | Director | 4 | $0 |
| Lou Bottitta 11336 Wine Palm Way, Fort Myers, FL 33966 | Director | 10 | $0 |
| Claire Lavin O Regan 10381 Butterfly Palm Dr, Unit 938, Fort Myers, FL 33966 | Director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 10420 WASHINGTONIA PALM WAY, FORT MYERS, FL 33966-6433
- In care of
- % ANTHONY PLEVNIAK
- Signed the 990-PF
- Miriam Shook, Treasurer
- Phone
- (608) 289-6367
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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-2005700
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $88,924
- Income (IRS master file)
- $31,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $64,264 | $42,846 | $44,361 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HERITAGE PALMS CHARITABLE ORGANIZATION INC
- What is the EIN of HERITAGE PALMS CHARITABLE ORGANIZATION INC?
- The employer identification number (EIN) of HERITAGE PALMS CHARITABLE ORGANIZATION INC is 88-2005700.
- Is HERITAGE PALMS CHARITABLE ORGANIZATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to HERITAGE PALMS CHARITABLE ORGANIZATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE PALMS CHARITABLE ORGANIZATION 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 HERITAGE PALMS CHARITABLE ORGANIZATION 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 HERITAGE PALMS CHARITABLE ORGANIZATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERITAGE PALMS CHARITABLE ORGANIZATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HERITAGE PALMS CHARITABLE ORGANIZATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,563, expenses of $13,639 and total assets of $88,924 at year end.
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