Civic Intelligence

Palm Harbor Historical Society Inc

EIN 59-3246072 • 501(c)3 • Palm Harbor, FL

Profile

To collect, preserve and share the heritage of palm harbor, florida

2043 Curlew RoadPalm Harbor, FL 34683

www.palmharbormuseum.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.67x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.82x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-33%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$119,797

Down $60,212 (-33%) from 2023

Liabilities

Down

$79,750

Down $56,774 (-42%) from 2023

Net Assets

Down

$40,047

Down $3,438 (-7.9%) from 2023

Revenue

Up

$96,991

Up $12,467 (+15%) from 2023

Expenses

Up

$110,371

Up $15,014 (+16%) from 2023

Net Income

Down

-$13,380

Down $2,547 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $404,170Liabilities 2016: $1232016Assets 2017: $381,778Liabilities 2017: $348,978Net Assets 2017: $32,8002017Assets 2018: $333,766Liabilities 2018: $315,202Net Assets 2018: $18,5642018Assets 2019: $315,450Liabilities 2019: $271,427Net Assets 2019: $44,0232019Assets 2020: $277,887Liabilities 2020: $232,652Net Assets 2020: $45,2352020Assets 2021: $243,277Liabilities 2021: $209,776Net Assets 2021: $33,5012021Assets 2022: $209,677Liabilities 2022: $165,302Net Assets 2022: $44,3752022Assets 2023: $180,009Liabilities 2023: $136,524Net Assets 2023: $43,4852023Assets 2024: $119,797Liabilities 2024: $79,750Net Assets 2024: $40,0472024

Highlighted filing

2024

Assets$119,797
Liabilities$79,750
Net Assets$40,047

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $2,343Expenses 2016: $3,559Net Income 2016: -$1,2162016Revenue 2017: $92,090Expenses 2017: $46,337Net Income 2017: $45,7532017Revenue 2018: $67,822Expenses 2018: $53,225Net Income 2018: $14,5972018Revenue 2019: $94,044Expenses 2019: $39,751Net Income 2019: $54,2932019Revenue 2020: $90,219Expenses 2020: $98,950Net Income 2020: -$8,7312020Revenue 2021: $72,871Expenses 2021: $94,547Net Income 2021: -$21,6762021Revenue 2022: $105,132Expenses 2022: $104,200Net Income 2022: $9322022Revenue 2023: $84,524Expenses 2023: $95,357Net Income 2023: -$10,8332023Revenue 2024: $96,991Expenses 2024: $110,371Net Income 2024: -$13,3802024

Highlighted filing

2024

Revenue$96,991
Expenses$110,371
Net Income-$13,380

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$96,991
Mission and Program Overview

Mission

To collect, preserve and share the heritage of palm harbor, florida

Program Services

DescriptionGrantsExpenses
HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.-$110,371
HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB FORTNERPresident-$0--
TERRY HAASDirector-$0--
ERHAN OZEYTreasurer-$0--
STEPHANIE ANDREWSSecretary-$0--
LYNN GEISTVice-Preside-$0--
BARBARA BATTAGLIADirector-$0--
ALLISON HOLUBANDirector-$0--
JAMES WIESNERDirector-$0--
MATTHEW MITCHEMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Palm Harbor Historical Society Inc
EIN
59-3246072
Phone
7277243054
Address
2043 CURLEW ROAD, PALM HARBOR, FL 34683

Signing Officer

Name
Erhan Ozey
Title
Treasurer
Phone
7277243054
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Lima & Associates LLC
Address
33920 US HIGHWAY 19 N STE 155, PALM HARBOR, FL 34684
Preparer
Barbara a Lima
Phone
7272235004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Ticket revenue 9,570 sponsorship income - events 3,850 other event revenue 1,150 facility rental income 900 visitor donation revenue 556 facility rental income: spons 250 royalty income 87 total 16,363

Form 990-ez, Part I, Line 16

Expenses grant expense 22,822 office expenses 902 insurance 2,987 bank charges 67 contract labor 14,000 dues & subscriptions 1,719 equipment/furniture renta 195 event supplies 844 food & beverage 2,760 membership expenses 225 museum displays and colle 899 museum improvement 1,146 promotional-book inventor 70 taxes & licenses 126 non-investment depreciation 9,943 investment depreciation 38,775 total 97,480

Form 990-ez, Part I, Line 20

Book / tax depreciation difference 9,943

Form 990-ez, Part II, Line 24

Inventories for sale or use 1,042 1,042 prepaid expenses and deferred charges 694 128 leasehold improvements 387,753 387,753 less accumulated depreciation 271,428 310,203 total 118,061 78,720

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 200 2,200 deferred revenue 136,325 77,550

Form 990-ez, Part III, Line 31

Historical preservaton and education about the palm harbor area for its 60,000+ residents.

Raw XML Appendix174 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TICKET REVENUE 9,570 SPONSORSHIP INCOME - EVENTS 3,850 OTHER EVENT REVENUE 1,150 FACILITY RENTAL INCOME 900 VISITOR DONATION REVENUE 556 FACILITY RENTAL INCOME: SPONS 250 ROYALTY INCOME 87 TOTAL 16,363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES GRANT EXPENSE 22,822 OFFICE EXPENSES 902 INSURANCE 2,987 BANK CHARGES 67 CONTRACT LABOR 14,000 DUES & SUBSCRIPTIONS 1,719 EQUIPMENT/FURNITURE RENTA 195 EVENT SUPPLIES 844 FOOD & BEVERAGE 2,760 MEMBERSHIP EXPENSES 225 MUSEUM DISPLAYS AND COLLE 899 MUSEUM IMPROVEMENT 1,146 PROMOTIONAL-BOOK INVENTOR 70 TAXES & LICENSES 126 NON-INVESTMENT DEPRECIATION 9,943 INVESTMENT DEPRECIATION 38,775 TOTAL 97,480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOK / TAX DEPRECIATION DIFFERENCE 9,943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 1,042 1,042 PREPAID EXPENSES AND DEFERRED CHARGES 694 128 LEASEHOLD IMPROVEMENTS 387,753 387,753 LESS ACCUMULATED DEPRECIATION 271,428 310,203 TOTAL 118,061 78,720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 2,200 DEFERRED REVENUE 136,325 77,550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS.
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