HISTORIC COLONY HOUSE INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC COLONY HOUSE INC (EIN 90-1011387)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-03-01
- IRS object ID
- 201930609349200703
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-01T08:20:54-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590673514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUNTING TRIPP & INGLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 EAST TILLMAN AVENUE | AddressLine1Txt |
| City | LAKE WALES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338533714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901011387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC COLONY HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 8636763494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 NORTH SCENIC HIGHWAY | AddressLine1Txt |
| City | LAKE WALES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33898 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT ELFNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8636763494 | PhoneNum |
| Signature | 2019-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER A INGLEY | PreparerPersonNm |
| PTIN | P01276427 | PTIN |
| Phone | 8636767981 | PhoneNum |
| Preparation | 2019-03-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-01 | IPDt |
| IP Tm | 08:20:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 72C1B5CCF24A52FA03E5818FAACE990E9489BA91 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B04BF39CBFFAC7F14594053085DB4E365A5B1F86 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $189,338 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $170,150 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $295 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $18,893 | GrossSalesOfInventoryAmt |
| Gross Profit Loss Sls Of Invntry | $18,893 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $189,338 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,250 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $279 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $411,502 | OtherExpensesTotalAmt |
| Total Expenses | $413,031 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$223,693 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $379,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,335 | BOYAmt |
| EOY | $154,713 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915 | BOYAmt |
| EOY | $844 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,250 | BOYAmt |
| EOY | $155,557 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,250 | BOYAmt |
| EOY | $155,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PRESERVE AND PROTECT OLD AND HISTORIC BUILDINGS OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CONTINUING RESTORATION OF THE HISTORIC COLONY HOUSE. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $411,525 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $411,525 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD D WOOD | ||
| DIRECTOR | 1.00 | $0 |
| KIRSTY TAYLOR | ||
| TREASURER | 2.00 | $0 |
| ERIC DIETZ | ||
| SECRETARY | 2.00 | $0 |
| DAVID PRICE | ||
| DIRECTOR | 1.00 | $0 |
| HENRY MCCANCE | ||
| DIRECTOR | 1.00 | $0 |
| FRANCOIS DE SAINT PHALLE | ||
| DIRECTOR | 1.00 | $0 |
| ALBERT ELFNER | ||
| PRESIDENT | 2.00 | $0 |
| LAVINIA CLAY | ||
| DIRECTOR | 1.00 | $0 |
| LAURA B SMITH | ||
| DIRECTOR | 1.00 | $0 |
| RICHARD STRAUGHN | ||
| DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRSTY TAYLOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 832 | AddressLine1Txt |
| City | LAKE WALES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33859 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8636763494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $142,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,150 | CurrentTaxYearAmt |
| Total | $655,350 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $142,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,150 | CurrentTaxYearAmt |
| Total | $655,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $655,350 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $26 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295 | CurrentTaxYearAmt |
| Total | $774 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18,893 | CurrentTaxYearAmt |
| Total | $18,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $675,017 | TotalSupportAmt |
| Public Support CY170 | 0.97090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXP 687 AMORTIZATION 70 LICENSES 186 RESTORATION WORK 410,559 TOTAL 411,502 |
| FORM 990-EZ, PART II, LINE 24 | ORGANIZATION COSTS 6,098 6,098 LESS ACCUMULATED AMORTIZATION 5,183 5,254 TOTAL 915 844 |
| FORM 990-EZ, PART III | TO PRESERVE AND PROTECT OLD AND HISTORIC BUILDINGS OF THE MOUNTAIN LAKE ESTATES HISTORIC DISTRICT IN LAKE WALES, FLORIDA. |