Historic Colony House Inc
Donations deductibleRevenue
$456k
year to 30 September 2025
Expenses
$220k
year to 30 September 2025
Total assets
$847k
$39k liabilities
Net assets
$808k
assets less liabilities
Directors and trustees
8
4.8 years on average
Staff
0
8 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
5
named in Part VII
Historic Colony House Inc's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Cecily Colburn | Director | 2024 | 2 yrs |
| David Price | Director | 2018 | 8 yrs |
| Garland S Tucker III | Director | 2020 | 6 yrs |
| George A Needham (also filed as George Needham) | Treasurer | 2023 | 3 yrs |
| Joan A Lemp | Director | 2024 | 2 yrs |
| John L Dana | Ex Officio | 2024 | 2 yrs |
| Kate Rutledge | Company secretary | 2022 | 4 yrs |
| Laura B Smith (also filed as Laura Smith) | President | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Albert H Elfner III | President | 2019 |
| Eric J Dietz | Company secretary | 2019 |
| Kristy Taylor | Treasurer | 2019 |
| Laura B Smith | Company secretary | 2020 |
| Richard D Wood JR | Treasurer | 2020 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Laura Smith | President | 1 | $0 | ||
| Kate Rutledge | Secretary | 1 | $0 | ||
| George Needham | Treasurer | 1 | $0 | ||
| Cecily Colburn | Director | 1 | $0 | ||
| John L Dana | Ex Officio | 1 | $0 | ||
| Joan A Lemp | Director | 1 | $0 | ||
| David Price | Director | 1 | $0 | ||
| Garland S Tucker III | Director | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Historic Colony House Inc
- EIN
- 901011387
- Address
- 2300 N Scenic Hwy, Lake Wales, FL, 33898-6626
- State
- Florida
- Mission
- To preserve and protect old and historic building of the mountain lake estates historic district in lake wales, florida. (as filed on the Form 990)
- Activity (NTEE)
- A80 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 5 (IRS master file code)
- Formed
- 2014
- Principal officer
- Sharon Doria (as named on the Form 990)
- IRS ruling date
- 1 August 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsDavid Price
≥8years on the filingsLaura B Smith
≥6years on the filingsGarland S Tucker III
≥4years on the filingsKate Rutledge
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $847k
- Total liabilities
- $39k
- Net assets or fund balances
- $808k
- Contributions and grants received
- $442k
- Program service revenue
- $0
- Employees
- 0
- Volunteers
- 8
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $413k | $388k | $25k |
As filed on the IRS Form 990. US dollars.