STRATEGY STUDIO / PUBLIC DATA EXPLORER

HISTORIC COLONY HOUSE INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HISTORIC COLONY HOUSE INC (EIN 90-1011387)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-06-18
IRS object ID
202001709349300440
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-18T12:11:54-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN590673514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUNTING TRIPP & INGLEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 EAST TILLMAN AVENUEAddressLine1Txt
CityLAKE WALESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338533714ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN901011387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HISTORIC COLONY HOUSE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHISTBusinessNameControlTxt
Phone8636763494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 NORTH SCENIC HIGHWAYAddressLine1Txt
CityLAKE WALESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33898ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERT H ELFNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8636763494PhoneNum
Signature2020-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROGER A INGLEYPreparerPersonNm
PTINP01276427PTIN
Phone8636767981PhoneNum
Preparation2020-06-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-18IPDt
IP Tm12:11:54IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id999D1C70832D6E6AB606C086D45A6062B8F6B372AtSubmissionCreationDeviceId
At Submission Filing Device IdCF384214F99BCA49C4EE483DCA9FD812C0BFFCF7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALBERT H ELFNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 832AddressLine1Txt
CityLAKE WALESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33859ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$282,587GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressMOUNTAINLAKECC.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTO PRESERVE AND PROTECT OLD AND HISTORIC BUILDINGS OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$170,150PYContributionsGrantsAmt
CY Contributions Grants$282,506CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$295PYInvestmentIncomeAmt
CY Investment Income$81CYInvestmentIncomeAmt
PY Other Revenue$18,893PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$189,338PYTotalRevenueAmt
CY Total Revenue$282,587CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$413,031PYOtherExpensesAmt
CY Other Expenses$268,961CYOtherExpensesAmt
PY Total Expenses$413,031PYTotalExpensesAmt
CY Total Expenses$268,961CYTotalExpensesAmt
PY Revenues Less Expenses-$223,693PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,626CYRevenuesLessExpensesAmt
Total Assets BOY$155,557TotalAssetsBOYAmt
Total Assets EOY$169,183TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$155,557NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$169,183NetAssetsOrFundBalancesEOYAmt
MissionTO PRESERVE AND PROTECT OLD AND HISTORIC BUILDINGS OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$267,430ExpenseAmt
DescCONTINUING RESTORATION OF THE HISTORIC COLONY HOUSE.Desc
Total Program Service Expenses$267,430TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTY TAYLORPersonNm
Phone8636763494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 832AddressLine1Txt
CityLAKE WALESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33859ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RICHARD D WOOD
DIRECTOR1.00Yes (X)$0$0$0
LAURA SMITH
DIRECTOR1.00Yes (X)$0$0$0
HENRY MCCANCE
DIRECTOR1.00Yes (X)$0$0$0
DAVID PRICE
DIRECTOR1.00Yes (X)$0$0$0
MARGUERITE GIORDANO
DIRECTOR1.00Yes (X)$0$0$0
LAVINIA CLAY
DIRECTOR1.00Yes (X)$0$0$0
RICHARD STRAUGHN
DIRECTOR1.00Yes (X)$0$0$0
ALBERT H ELFNER
PRESIDENT1.00$0$0$0Yes (X)
KRISTY TAYLOR
TREASURER2.00$0$0$0Yes (X)
ERIC J DIETZ
SECRETARY2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$282,506AllOtherContributionsAmt
Total Contributions$282,506TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$81TotalRevenueColumnAmt
Exclusion$81ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$282,587TotalRevenueColumnAmt
Exclusion$81ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,275TotalAmt
Management And General$1,275ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,212TotalAmt
Program Services$2,212ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$745TotalAmt
Program Services$745ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
RESTORATION WORK$264,473$264,473
LICENSES$186$186
AMORTIZATION$70$70

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$268,961TotalAmt
Program Services$267,430ProgramServicesAmt
Management And General$1,531ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$144,795BOYAmt
EOY$104,033EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,918BOYAmt
EOY$64,376EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$844BOYAmt
EOY$774EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$155,557BOYAmt
EOY$169,183EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$155,557BOYAmt
EOY$169,183EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$155,557BOYAmt
EOY$169,183EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$155,557BOYAmt
EOY$169,183EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,626ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,104CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$193,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,150CurrentTaxYearMinus1YearAmt
Current Tax Year$282,506CurrentTaxYearAmt
Total$937,856TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$142,104CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,301CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$193,795CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$170,150CurrentTaxYearMinus1YearAmt
Current Tax Year$282,506CurrentTaxYearAmt
Total$937,856TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$937,856PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$26CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$453CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$295CurrentTaxYearMinus1YearAmt
Current Tax Year$81CurrentTaxYearAmt
Total$855TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$18,893CurrentTaxYearMinus1YearAmt
Total$18,893TotalAmt
FieldValueIRS element (for citing)
Total Support$957,604TotalSupportAmt
Public Support CY1700.97940PublicSupportCY170Pct
Public Support PY1700.97090PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationGROSS PROFIT FROM SALE OF INVENTORY 18,893ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6ORGANIZE AND ADMINISTER THE PRESERVATION AND RESTORATION OF OLD AND HISTORIC BUILDINGS IN THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA
FORM 990, PART VIDOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST
FORM 990, PAGE 6, PART VI, LINE 11BCOPIES OF RETURN ARE GIVEN TO BOARD MEMBERS PRIOR TO BOARD MEETING AT WHICH RETURN IS REVIEWED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC