Nonprofit · EIN 90-1011387
HISTORIC COLONY HOUSE INC
Tax-exempt · LAKE WALES, FL 33898
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $456,256 | $219,728 | $236,528 | $847,297 | $38,985 | $808,312 |
| September 30, 2024 | 990 | $412,779 | $387,515 | $25,264 | $563,337 | $29,300 | $534,037 |
| September 30, 2023 | 990-EZ | $168,313 | $152,912 | $15,401 | $432,964 | $0 | $432,964 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $441,960
- Membership dues
- $435,430
- Program service revenue
- $0
- Investment income
- $13,471
- Net gain from sales of assets
- $4,417
- Net income from sales of inventory
- $825
- Other revenue
- $825
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,691
- Program services (functional)
- $212,761
- Management and general (functional)
- $6,296
- Fundraising (functional)
- $671
Balance sheet and other
- Total assets, start of year
- $563,337
- Total assets, end of year
- $847,297
- Total liabilities, end of year
- $38,985
- Net assets, end of year
- $808,312
- Publicly traded securities
- $476,621
- Gross receipts
- $456,256
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2014
- State of legal domicile
- FL
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA SMITH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KATE RUTLEDGE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GEORGE NEEDHAM | TREASURER Trustee or director, Officer | 1 | $0 |
| CECILY COLBURN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN L DANA | EX OFFICIO Trustee or director | 1 | $0 |
| JOAN A LEMP | DIRECTOR Trustee or director | 1 | $0 |
| DAVID PRICE | DIRECTOR Trustee or director | 1 | $0 |
| GARLAND S TUCKER III | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA SMITH | PRESIDENT (AS OF 02/24) Trustee or director, Officer | 1 | $0 |
| ALBERT H ELFNER III | PRESIDENT (THRU 02/24) Trustee or director, Officer | 1 | $0 |
| KATE RUTLEDGE | SECRETARY (AS OF 02/24) Trustee or director, Officer | 1 | $0 |
| GEORGE NEEDHAM | TREASURER (AS OF 02/24) Trustee or director, Officer | 1 | $0 |
| RICHARD WOOD | TREASURER (THRU 02/24) Trustee or director, Officer | 1 | $0 |
| KEVIN PA BRODERICK | EX OFFICIO (THRU 02/24) Trustee or director | 1 | $0 |
| LAVINIA CLAY | DIRECTOR (THRU 02/24) Trustee or director | 1 | $0 |
| CECILY COLBURN | DIRECTOR (AS OF 02/24) Trustee or director | 1 | $0 |
| JOHN L DANA | EX OFFICIO (AS OF 02/24) Trustee or director | 1 | $0 |
| JOAN A LEMP | DIRECTOR (AS OF 02/24) Trustee or director | 1 | $0 |
| DAVID PRICE | DIRECTOR Trustee or director | 1 | $0 |
| GARLAND S TUCKER III | DIRECTOR Trustee or director | 1 | $0 |
990-EZ for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT H ELFNER III | PRESIDENT | 1 | $0 |
| LAURA B SMITH | SECRETARY | 1 | $0 |
| GEORGE A NEEDHAM | TREASURER | 1 | $0 |
| KEVIN PA BRODERICK | DIRECTOR, EX OFFICIO | 1 | $0 |
| LAVINIA CLAY | DIRECTOR | 1 | $0 |
| DAVID PRICE | DIRECTOR | 1 | $0 |
| KATE RUTLEDGE | DIRECTOR | 1 | $0 |
| GARLAND S TUCKER III | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 N SCENIC HWY, LAKE WALES, FL 33898-6626
- In care of
- % JOHN L DELCAMP JR
- Mailing address (990-N for 2013)
- 2300 NO SCENIC HWY, LAKE WALES FL 33898
- Principal officer (990 for 2024)
- SHARON DORIA, 2300 NORTH SCENIC HIGHWAY, LAKE WALES, FL 33898
- Principal officer (990-N for 2013)
- RICHARD D WOOD, P O BOX 832, LAKE WALES FL 33859
- Signed the 990
- SHARON DORIA, CHIEF FINANCIAL OFFICER
- Phone
- (863) 676-5900
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PRESERVE AND PROTECT OLD AND HISTORIC BUILDING OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.
Program accomplishments
- ORGANIZE AND ADMINISTER THE PRESERVATION AND RESTORATION OF OLD AND HISTORIC BUILDING IN THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.Expenses $212,761
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 90-1011387
- 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
- 2014
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $847,297
- Income (IRS master file)
- $456,256
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $456,256 | $219,728 | $847,297 | XML |
| 990 | September 2024 | $412,779 | $387,515 | $563,337 | XML |
| 990-EZ | September 2023 | $168,313 | $152,912 | $432,964 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: RICHARD D WOOD | September 30, 2014 | ≤ $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 90-1011387).
Questions about HISTORIC COLONY HOUSE INC
- What is the EIN of HISTORIC COLONY HOUSE INC?
- The employer identification number (EIN) of HISTORIC COLONY HOUSE INC is 90-1011387.
- Is HISTORIC COLONY HOUSE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HISTORIC COLONY HOUSE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC COLONY HOUSE 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 HISTORIC COLONY HOUSE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC COLONY HOUSE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of HISTORIC COLONY HOUSE INC?
- The 990 for the year ended September 30, 2025 names SHARON DORIA.
- Who are the officers and directors of HISTORIC COLONY HOUSE INC?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does HISTORIC COLONY HOUSE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $456,256, expenses of $219,728 and total assets of $847,297 at year end.
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