Nonprofit · EIN 88-2005700
HERITAGE PALMS CHARITABLE ORGANIZATION INC
Tax-exempt · FORT MYERS, FL 33966
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,563 | $13,639 | $17,924 | $88,924 | $0 | $88,924 |
| December 31, 2024 | 990-PF | $73,209 | $46,570 | $26,639 | $71,000 | $0 | $71,000 |
| December 31, 2023 | 990-PF | $64,264 | $42,846 | $21,418 | $44,361 | $0 | $44,361 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $27,180
- Interest
- $645
- Other income
- $3,738
Expenses
- Grants and similar amounts paid
- $11,606
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $11,606
- Excise tax on investment income
- $9
Balance sheet and other
- Total assets, start of year
- $71,000
- Total assets, end of year
- $88,924
- Total liabilities, end of year
- $0
- Net assets, end of year
- $88,924
- Fair market value of assets
- $88,924
- Qualifying distributions
- $11,606
- Net investment income
- $645
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Plevniak 10321 White Palm Way, Fort Myers, FL 33966 | Director | 10 | $0 |
| Allan Potechin 8003 Tiger Palm Way, Fort Myers, FL 33966 | President | 12 | $0 |
| Barbara Gregg 10235 bismark Palm Way, Unit 1511, Fort Myers, FL 33966 | Secretary | 10 | $0 |
| Miriam Shook 11001 Wine Palm Rd, Fort Myers, FL 33966 | Treasurer | 10 | $0 |
| Mary Stippich 10210 Washingtonia Palm Way, Unit 1722, Fort Myers, FL 33966 | Director | 4 | $0 |
| Lou Bottitta 11336 Wine Palm Way, Fort Myers, FL 33966 | Director | 10 | $0 |
| Claire Lavin O Regan 10381 Butterfly Palm Dr, Unit 938, Fort Myers, FL 33966 | Director | 4 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Plevniak 10321 White Palm Way, Fort Myers, FL 33966 | Director | 10 | $0 |
| Allan Potechin 8003 Tiger Palm Way, Fort Myers, FL 33966 | President | 12 | $0 |
| Barbara Gregg 10235 bismark Palm Way, Unit 1511, Fort Myers, FL 33966 | Secretary | 10 | $0 |
| Miriam Shook 11001 Wine Palm Rd, Fort Myers, FL 33966 | Treasurer | 10 | $0 |
| Andrea Stern 10453 Washingtonia Palm Way, Unit 3318, Fort Myers, FL 33966 | Director | 4 | $0 |
| Lou Bottitta 11336 Wine Palm Way, Fort Myers, FL 33966 | Director | 8 | $0 |
| Claire Lavin O Reagan 10381 Butterfly Palm Dr, Unit 938, Fort Myers, FL 33966 | Director | 8 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Anthony Plevniak 10321 White Palm Way, Fort Myers, FL 33966 | President | 10 | $0 |
| Allan Potechin 8003 Tiger Palm Way, Fort Myers, FL 33966 | Vice President | 8 | $0 |
| Barbara Gregg 10235 bismark Palm Way, Unit 1511, Fort Myers, FL 33966 | Secretary | 10 | $0 |
| Miriam Shook 11001 Wine Palm Rd, Fort Myers, FL 33966 | Treasurer | 10 | $0 |
| Andrea Stern 10453 Washingtonia Palm Way, Unit 3318, Fort Myers, FL 33966 | Director | 4 | $0 |
| Robert O Brien 10507 Washingtonia Palm Way, Unit 3813, Fort Myers, FL 33966 | Director | 4 | $0 |
| Lou Bottitta 11336 Wine Palm Way, Fort Myers, FL 33966 | Director | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 10420 WASHINGTONIA PALM WAY, FORT MYERS, FL 33966-6433
- In care of
- % ANTHONY PLEVNIAK
- Signed the 990-PF
- Miriam Shook, Treasurer
- Phone
- (608) 289-6367
- Website
- www.HPCOnonprofit.org
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-2005700
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $88,924
- Income (IRS master file)
- $31,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,563 | $13,639 | $88,924 | XML |
| 990-PF | December 2024 | $73,209 | $46,570 | $71,000 | XML |
| 990-PF | December 2023 | $64,264 | $42,846 | $44,361 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-2005700).
Questions about HERITAGE PALMS CHARITABLE ORGANIZATION INC
- What is the EIN of HERITAGE PALMS CHARITABLE ORGANIZATION INC?
- The employer identification number (EIN) of HERITAGE PALMS CHARITABLE ORGANIZATION INC is 88-2005700.
- Is HERITAGE PALMS CHARITABLE ORGANIZATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to HERITAGE PALMS CHARITABLE ORGANIZATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE PALMS CHARITABLE ORGANIZATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE PALMS CHARITABLE ORGANIZATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE PALMS CHARITABLE ORGANIZATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HERITAGE PALMS CHARITABLE ORGANIZATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HERITAGE PALMS CHARITABLE ORGANIZATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,563, expenses of $13,639 and total assets of $88,924 at year end.
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