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Palm Harbor Historical Society Inc

  • Palm Harbor, FL
  • Tax-exempt since Jan. 1995
  • EIN: 59-3246072

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$97k (2024)

Expenses
$110k (2024)

Total Assets
$120k (2024)

Total Liabilities
$79.8k (2024)

Source: Form 990 tax filings from 2016 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,991
Expenses
$110,371
Net Income
-$13,380
Net Assets
$40,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,523
83.0%
Program Services $31
0.0%
Investment Income $74
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,363
16.9%
Assets/Debt
Total Assets $119,797
Total Liabilities $79,750
Net Assets $40,047
Compensation
Key Employees and Officers Compensation Other
Bob Fortner (President) $0 $0
Terry Haas (Director) $0 $0
Erhan Ozey (Treasurer) $0 $0
Stephanie Andrews (Secretary) $0 $0
Lynn Geist (Vice Preside) $0 $0
Barbara Battaglia (Director) $0 $0
Allison Holuban (Director) $0 $0
James Wiesner (Director) $0 $0
Matthew Mitchem (Director) $0 $0
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Document Links

990-EZ
Filed on June 19, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,524
Expenses
$95,357
Net Income
-$10,833
Net Assets
$43,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,579
72.9%
Program Services $2,459
2.9%
Investment Income $62
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,424
24.2%
Assets/Debt
Total Assets $180,009
Total Liabilities $136,524
Net Assets $43,485
Compensation
Key Employees and Officers Compensation Other
Bob Fortner (President) $0 $0
Terry Haas (Vice Preside) $0 $0
Erhan Ozey (Treasurer) $0 $0
Stephanie Andrews (Secretary) $0 $0
James Wiesner (Director) $0 $0
Barbara Battaglia (Director) $0 $0
Matthew Mitchem (Director) $0 $0
Lynn Geist (Director) $0 $0
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990-EZ
Filed on Aug. 6, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$105,132
Expenses
$104,200
Net Income
$932
Net Assets
$44,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,587
92.8%
Program Services $0
Investment Income $15
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,530
7.2%
Assets/Debt
Total Assets $209,677
Total Liabilities $165,302
Net Assets $44,375
Compensation
Key Employees and Officers Compensation Other
Bob Fortner (President) $0 $0
Terry Haas (Vice Preside) $0 $0
Erhan Ozey (Treasurer) $0 $0
Glenda Riviere Gunnells (Director) $0 $0
Barbara Battaglia (Director) $0 $0
Stephanie Andrews (Director) $0 $0
James Wiesner (Director) $0 $0
Jean Barnes (Past Preside) $0 $0
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Document Links

990-EZ
Filed on May 20, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,871
Expenses
$94,547
Net Income
-$21,676
Net Assets
$33,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,347
86.9%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,516
13.1%
Assets/Debt
Total Assets $243,277
Total Liabilities $209,776
Net Assets $33,501
Compensation
Key Employees and Officers Compensation Other
Bob Fortner (President) $0 $0
Terry Haas (Vice Preside) $0 $0
Erhan Ozey (Treasurer) $0 $0
Glenda Riviere Gunnells (Director) $0 $0
Barbara Battaglia (Director) $0 $0
Stephanie Andrews (Director) $0 $0
James Wiesner (Director) $0 $0
Jean Barnes (Past Preside) $0 $0
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Document Links

990-EZ
Filed on Aug. 2, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,219
Expenses
$98,950
Net Income
-$8,731
Net Assets
$45,235
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,078
85.4%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,133
14.6%
Assets/Debt
Total Assets $277,887
Total Liabilities $232,652
Net Assets $45,235
Compensation
Key Employees and Officers Compensation Other
Bob Fortner (President) $0 $0
Terry Haas (Vice Preside) $0 $0
Erhan Ozey (Treasurer) $0 $0
Nancy Mitchem (Secretary) $0 $0
Glenda Riviere Gunnells (Director) $0 $0
Barbara Battaglia (Director) $0 $0
Stephanie Andrews (Director) $0 $0
James Wiesner (Director) $0 $0
Jean Barnes (Past Preside) $0 $0
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Document Links

990-EZ
Filed on Aug. 2, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,044
Expenses
$39,751
Net Income
$54,293
Net Assets
$44,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,036
100.0%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $315,450
Total Liabilities $271,427
Net Assets $44,023
Compensation
Key Employees and Officers Compensation Other
Jean M Barnes (President) $0 $0
Mary M Brotman (Director) $0 $0
Glenda M Gunnells (Director) $0 $0
R Terry Haas (Treasurer) $0 $0
Erhan Ozey (Vice Preside) $0 $0
Martha M Lenderman (Secretary) $0 $0
Donnie M Hanson (Director) $0 $0
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990-EZ
Filed on June 1, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,822
Expenses
$53,225
Net Income
$14,597
Net Assets
$18,564
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,814
100.0%
Program Services $0
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $333,766
Total Liabilities $315,202
Net Assets $18,564
Compensation
Key Employees and Officers Compensation Other
Susan Latvala (President) $0 $0
Carol Jackson (Director) $0 $0
Jean Barnes (Secretary) $0 $0
R Terry Haas (Treasurer) $0 $0
Erhan Ozey (Vice Preside) $0 $0
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990-EZ
Filed on May 15, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,090
Expenses
$46,337
Net Income
$45,753
Net Assets
$32,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $87,837
95.4%
Program Services $0
Investment Income $2
0.0%
Net Fundraising $4,251
4.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $381,778
Total Liabilities $348,978
Net Assets $32,800
Compensation
Key Employees and Officers Compensation Other
Susan Latvala (President) $0 $0
Carol Jackson (Director) $0 $0
Jean Barnes (Director) $0 $0
Terry Haas (Treasurer) $0 $0
Erhan Ozey (Vice Preside) $0 $0
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Document Links

990-EZ
Filed on Aug. 21, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$2,343
Expenses
$3,559
Net Income
-$1,216
Net Assets
$404,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $2,343
100%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $404,170
Total Liabilities $123
Net Assets $404,047

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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