Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
EIN 59-3246072 • 501(c)3 • Palm Harbor, FL
Profile
To collect, preserve and share the heritage of palm harbor, florida
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Liabilities / Revenue
94th percentile
Higher debt load relative to revenue than 94% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
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
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To collect, preserve and share the heritage of palm harbor, florida
| Description | Grants | Expenses |
|---|---|---|
| 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 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BOB FORTNER | President | - | $0 | - | - |
| TERRY HAAS | Director | - | $0 | - | - |
| ERHAN OZEY | Treasurer | - | $0 | - | - |
| STEPHANIE ANDREWS | Secretary | - | $0 | - | - |
| LYNN GEIST | Vice-Preside | - | $0 | - | - |
| BARBARA BATTAGLIA | Director | - | $0 | - | - |
| ALLISON HOLUBAN | Director | - | $0 | - | - |
| JAMES WIESNER | Director | - | $0 | - | - |
| MATTHEW MITCHEM | Director | - | $0 | - | - |
“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”
“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”
“Book / tax depreciation difference 9,943”
“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”
“Accounts payable and accrued expenses 200 2,200 deferred revenue 136,325 77,550”
“Historical preservaton and education about the palm harbor area for its 60,000+ residents.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ERHAN OZEY |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7277243054 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2043 CURLEW ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PALM HARBOR |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 34683 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 61948 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 41077 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 80523 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -13380 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1820 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 180009 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 119797 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96991 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 74 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 43484 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 40047 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 43484 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 40047 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 11071 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BOB FORTNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | TERRY HAAS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ERHAN OZEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | STEPHANIE ANDREWS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LYNN GEIST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BARBARA BATTAGLIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ALLISON HOLUBAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JAMES WIESNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | MATTHEW MITCHEM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE-PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 118061 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 78720 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 9943 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 97480 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 16363 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO COLLECT, PRESERVE AND SHARE THE HERITAGE OF PALM HARBOR, FLORIDA |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 31 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 110371 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 136525 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 79750 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 110371 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 110371 |
| IRS990EZ/TotalRevenueAmt | 0 | 96991 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.PALMHARBORMUSEUM.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 80523 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 61579 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 97587 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 63347 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 77078 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 380114 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 16468 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 22945 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 7545 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 9524 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 13141 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 69623 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 449737 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 96991 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 84524 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 105132 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72871 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 90219 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 449737 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 96991 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 84524 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 105132 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 72871 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 90219 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 449737 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BOOK / TAX DEPRECIATION DIFFERENCE 9,943 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 200 2,200 DEFERRED REVENUE 136,325 77,550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | HISTORICAL PRESERVATON AND EDUCATION ABOUT THE PALM HARBOR AREA FOR ITS 60,000+ RESIDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ERHAN OZEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7277243054 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PALM HARBOR HISTORICAL SOCIETY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PALM |
| ReturnHeader/Filer/EIN | 0 | 593246072 |
| ReturnHeader/Filer/PhoneNum | 0 | 7277243054 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2043 CURLEW ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PALM HARBOR |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 34683 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261745880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LIMA & ASSOCIATES LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 33920 US HIGHWAY 19 N STE 155 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PALM HARBOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 34684 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7272235004 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BARBARA A LIMA |
| ReturnHeader/ReturnTs | 0 | 2025-06-19T09:30:34-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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