Civic Intelligence

Historic Colony House Inc

EIN 90-1011387 • 501(c)3 • Lake Wales, FL

Profile

To preserve and protect old and historic buildings of the mountain lake estates historic district in lake wales, florida.

2300 North Scenic HighwayLake Wales, FL 33898

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

88th percentile

50%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$847,297

Up $283,960 (+50%) from 2024

Liabilities

Up

$38,985

Up $9,685 (+33%) from 2024

Net Assets

Up

$808,312

Up $274,275 (+51%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin90th percentile

Revenue

Up

$456,256

Up $43,477 (+11%) from 2024

Expenses

Down

$219,728

Down $167,787 (-43%) from 2024

Net Income

Up

$236,528

Up $211,264 (+836%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$1.0M$500K$0Assets 2015: $103,528Net Assets 2015: $103,5282015Assets 2016: $199,438Net Assets 2016: $199,4382016Assets 2017: $379,250Net Assets 2017: $379,2502017Assets 2018: $155,557Net Assets 2018: $155,5572018Assets 2019: $169,183Liabilities 2019: $0Net Assets 2019: $169,1832019Assets 2020: $503,302Liabilities 2020: $0Net Assets 2020: $503,3022020Assets 2021: $538,899Liabilities 2021: $59,215Net Assets 2021: $479,6842021Assets 2022: $429,613Liabilities 2022: $48,809Net Assets 2022: $380,8042022Assets 2023: $432,964Liabilities 2023: $0Net Assets 2023: $432,9642023Assets 2024: $563,337Liabilities 2024: $29,300Net Assets 2024: $534,0372024Assets 2025: $847,297Liabilities 2025: $38,985Net Assets 2025: $808,3122025

Highlighted filing

2025

Assets$847,297
Liabilities$38,985
Net Assets$808,312
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $142,104Expenses 2015: $38,576Net Income 2015: $103,5282015Revenue 2016: $149,327Expenses 2016: $53,417Net Income 2016: $95,9102016Revenue 2017: $194,248Expenses 2017: $14,436Net Income 2017: $179,8122017Revenue 2018: $189,338Expenses 2018: $413,031Net Income 2018: -$223,6932018Revenue 2019: $282,587Expenses 2019: $268,961Net Income 2019: $13,6262019Revenue 2020: $470,653Expenses 2020: $136,534Net Income 2020: $334,1192020Revenue 2021: $218,545Expenses 2021: $311,039Net Income 2021: -$92,4942021Revenue 2022: $172,842Expenses 2022: $273,318Net Income 2022: -$100,4762022Revenue 2023: $168,313Expenses 2023: $152,912Net Income 2023: $15,4012023Revenue 2024: $412,779Expenses 2024: $387,515Net Income 2024: $25,2642024Revenue 2025: $456,256Expenses 2025: $219,728Net Income 2025: $236,5282025

Highlighted filing

2025

Revenue$456,256
Expenses$219,728
Net Income$236,528
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$847,297
Liabilities
$38,985
Net assets
$808,312
Revenue
$456,256
Expenses
$219,728
Net income
$236,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.47$0.39$8.08$4.56$2.20$2.37
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.29$5.34$4.13$3.88$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.68$1.53$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.49$3.81$1.73$2.73$1.00
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.59$4.80$2.19$3.11$0.92
2020Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$4.71$1.37$3.34
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$2.83$2.69$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.89$4.13$2.24
2017Detailed filing. Detailed filing data is available for this year.$3.79$3.79$1.94$0.14$1.80
2016Detailed filing. Detailed filing data is available for this year.$1.99$1.99$1.49$0.53$0.96
2015Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.42$0.39$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.5
Gross Receipts
$456,256
Mission and Program Overview

Mission

To preserve and protect old and historic building of the mountain lake estates historic district in lake wales, florida.

To preserve & protect old & historic building of the mountain lake estates historic district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$534,037$808,312▲ $274,275
Investments in Publicly Traded Securities$426,076$476,621▲ $50,545
Savings and Temporary Cash Investments$133,049$329,422▲ $196,373
Cash and Non-Interest-Bearing Accounts$4,212$41,254▲ $37,042
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$563,337$847,297▲ $283,960
Liabilities
Accounts Payable and Accrued Expenses$29,300$38,985▲ $9,685
Total Liabilities$29,300$38,985▲ $9,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$534,037$808,312▲ $274,275
Total Liabilities and Net Assets / Fund Balance$563,337$847,297▲ $283,960
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Laura SmithPresident
Cecily ColburnDirector
David PriceDirector
Garland S Tucker IiiDirector
Joan a LempDirector
John L DanaEx Officio
Kate RutledgeSecretary
George NeedhamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Hinckleman ConstructionWindow Replacements & Maintnance1830 NORTH CRYSTAL LAKE DRIVE, Lakeland, FL 33801-5977$171,438
Revenue and Support

Revenue Composition

Contributions and Grants
$441,960
Program Service Revenue
$0
Investment Income
$13,471
Other Revenue
$825
All Other Contributions
$6,530
Change in Net Assets
$236,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$219,728
Total Fundraising Expense$671
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,691-$3,691
Office Expenses-$1,830-$1,830
Insurance-$760-$760
Other Expenses$212,761-$671$671
Fees for Services Other-$15-$15
Total Functional Expenses$212,761$6,296$671$219,728
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee shall consisst of two or more directors, designated by a majority of the full board, and shall be empowered to transact the business of the corporation during the intervals between the meetings of the board of directors. The executive committee shall answer to the board of directors for all actions taken in their individual and collective capacity, on behalf of the corporation.”

Form 990, Part VI, Section A, Line 3

“The financial records services were delegated to mountain lake corporation.”

Form 990, Part VI, Section B, Line 11B

“The full form 990 is distributed to the board of directors for their review before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written conflict of interest policy that requires every board member to complete and sign a disclosure form on an annual basis.”

Form 990, Part VI, Section B, Line 15

“No board members are compensated.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Colony House Inc
EIN
90-1011387
Phone
8636765900
Address
2300 NORTH SCENIC HIGHWAY, LAKE WALES, FL 33898

Signing Officer

Name
Sharon Doria
Title
Chief Financial Officer
Phone
8636765900
Signed
2026-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Doria
Formed
2014
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Tina Henton
Phone
4078021200
Raw XML Appendix374 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0155
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025916
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0825
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01050
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01575
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01293
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03779
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08522
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79110
IRS990ScheduleA/PublicSupportPY170Pct00.71780
IRS990ScheduleA/PublicSupportTotal170Amt01119900
IRS990ScheduleA/SubstantialContributorsTotAmt0261284
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0441960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0391506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0171385
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0214611
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01381184
IRS990ScheduleA/TotalSupportAmt01415622
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE COMMITTEE SHALL CONSISST OF TWO OR MORE DIRECTORS, DESIGNATED BY A MAJORITY OF THE FULL BOARD, AND SHALL BE EMPOWERED TO TRANSACT THE BUSINESS OF THE CORPORATION DURING THE INTERVALS BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL ANSWER TO THE BOARD OF DIRECTORS FOR ALL ACTIONS TAKEN IN THEIR INDIVIDUAL AND COLLECTIVE CAPACITY, ON BEHALF OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL RECORDS SERVICES WERE DELEGATED TO MOUNTAIN LAKE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FULL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT REQUIRES EVERY BOARD MEMBER TO COMPLETE AND SIGN A DISCLOSURE FORM ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO BOARD MEMBERS ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0563337
IRS990/TotalAssetsEOYAmt0847297
IRS990/TotalAssetsGrp/BOYAmt0563337
IRS990/TotalAssetsGrp/EOYAmt0847297
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0441960
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0671
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06296
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0212761
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029300
IRS990/TotalLiabilitiesEOYAmt038985
IRS990/TotalLiabilitiesGrp/BOYAmt029300
IRS990/TotalLiabilitiesGrp/EOYAmt038985
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0534037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0808312
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0212761
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014296
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0456256
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0563337
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0847297
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02300 NORTH SCENIC HIGHWAY
IRS990/USAddress/CityNm0LAKE WALES
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033898
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON DORIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636765900
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC COLONY HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0901011387
ReturnHeader/Filer/PhoneNum08636765900
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 NORTH SCENIC HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033898
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 SOUTH ORANGE AVENUE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04078021200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA HENTON
ReturnHeader/ReturnTs02026-02-16T07:13:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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