Civic Intelligence

Lake Chelan Historical Society

EIN 23-7073747 • 501(c)3 • Chelan, WA

Profile

The mission of the Lake Chelan Historical Society is to act as a historical resource and cultural center for the Lake Chelan Valley.

PO Box 1948Chelan, WA 98816

www.chelanmuseum.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

4.5%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,334,037

Up $327,779 (+33%) from 2023

Liabilities

Up

$1,705

Up $1,694 (+15400%) from 2023

Net Assets

Up

$1,332,332

Up $326,085 (+32%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin50th percentile

Revenue

Down

$103,036

Down $16,537 (-14%) from 2023

Expenses

Down

$98,420

Down $18,759 (-16%) from 2023

Net Income

Up

$4,616

Up $2,222 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $771,742Liabilities 2014: $1,372Net Assets 2014: $770,3702014Assets 2015: $768,174Liabilities 2015: $420Net Assets 2015: $767,7542015Assets 2016: $798,804Liabilities 2016: $185Net Assets 2016: $798,6192016Assets 2017: $765,280Liabilities 2017: $1,328Net Assets 2017: $763,9522017Assets 2018: $883,151Liabilities 2018: $3,913Net Assets 2018: $879,2382018Assets 2019: $1,004,648Liabilities 2019: $4,652Net Assets 2019: $999,9962019Assets 2020: $1,015,429Liabilities 2020: $6,504Net Assets 2020: $1,008,9252020Assets 2021: $1,013,598Liabilities 2021: $9,210Net Assets 2021: $1,004,3882021Assets 2022: $1,018,495Liabilities 2022: $14,642Net Assets 2022: $1,003,8532022Assets 2023: $1,006,258Liabilities 2023: $11Net Assets 2023: $1,006,2472023Assets 2024: $1,334,037Liabilities 2024: $1,705Net Assets 2024: $1,332,3322024

Highlighted filing

2024

Assets$1,334,037
Liabilities$1,705
Net Assets$1,332,332
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $85,631Expenses 2014: $56,032Net Income 2014: $29,5992014Revenue 2015: $52,173Expenses 2015: $54,789Net Income 2015: -$2,6162015Revenue 2016: $61,099Expenses 2016: $67,999Net Income 2016: -$6,9002016Revenue 2017: $56,463Expenses 2017: $78,148Net Income 2017: -$21,6852017Revenue 2018: $110,005Expenses 2018: $77,357Net Income 2018: $32,6482018Revenue 2019: $107,099Expenses 2019: $86,186Net Income 2019: $20,9132019Revenue 2020: $78,299Expenses 2020: $84,726Net Income 2020: -$6,4272020Revenue 2021: $88,695Expenses 2021: $93,232Net Income 2021: -$4,5372021Revenue 2022: $104,472Expenses 2022: $101,837Net Income 2022: $2,6352022Revenue 2023: $119,573Expenses 2023: $117,179Net Income 2023: $2,3942023Revenue 2024: $103,036Expenses 2024: $98,420Net Income 2024: $4,6162024

Highlighted filing

2024

Revenue$103,036
Expenses$98,420
Net Income$4,616
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,334,037
Liabilities
$1,705
Net assets
$1,332,332
Revenue
$103,036
Expenses
$98,420
Net income
$4,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.00$0.10$0.10$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.01$1.00$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.08$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.11$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.76$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.09$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$112,723
Mission and Program Overview

Mission

The mission of the Lake Chelan Historical Society is to act as a historical resource and cultural center for the Lake Chelan Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$853,390$1,154,468▲ $301,078
Land, Buildings, and Equipment, Net$112,462$119,833▲ $7,371
Cash and Non-Interest-Bearing Accounts$4,865$31,523▲ $26,658
Inventories for Sale or Use$27,075$24,517▼ $2,558
Savings and Temporary Cash Investments$8,466$3,696▼ $4,770
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,006,258$1,334,037▲ $327,779
Liabilities
Accounts Payable and Accrued Expenses$11$1,705▲ $1,694
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$11$1,705▲ $1,694
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,006,247$1,310,973▲ $304,726
Net Assets With Donor Restrictions$0$21,359▲ $21,359
Total Net Assets Fund Balance$1,006,247$1,332,332▲ $326,085
Total Liabilities and Net Assets / Fund Balance$1,006,258$1,334,037▲ $327,779

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$51,058$1,623$0
Other Land Buildings$34,931$58,074$0
Land$0-$0
Equipment$33,844$96,288$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Carla EverettPresident
Dave ClouseVice President
Barbara PolleyBoard Member
Mary ShererBoard Member
Roberta SimmondsBoard Member
Shirley DickermanBoard Member
Sue ClouseBoard Member
Susan HauthBoard Member
Adrienne CarpenterSecretary
Linda OBrienTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,721
Program Service Revenue
$0
Investment Income
$21,121
Other Revenue
$50,194
All Other Contributions
$30,606
Change in Net Assets
$4,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$50,440
Other Expenses$45,865
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$34,053$10,000$0$44,053
Occupancy$24,694$0$0$24,694
Insurance$7,966$0$0$7,966
All Other Expenses$5,995$0$0$5,995
Office Expenses$4,236$0$0$4,236
Payroll Taxes$2,735$1,000$0$3,735
Pension Plan Contributions$1,652$1,000$0$2,652
Benefits to Members$2,115--$2,115
Fees for Services Accounting$1,430$0$0$1,430
Conferences and Meetings$563$0$0$563
Advertising$519$0$0$519
Information Technology$462$0$0$462
Total Functional Expenses$86,420$12,000$0$98,420
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two of our board members are married to each other.”

Form 990, Part VI, Section A, Line 6

“The Museum is comprised of dues paying members who meet on an annual basis to elect the board of directors.”

Form 990, Part VI, Section A, Line 7A

“The Museum has dues paying members who meet on an annual basis to elect the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is presented at a regular board meeting for review by those in attendance.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available at the museum's office for inspection by the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lake Chelan Historical Society Inc
EIN
23-7073747
Phone
5096825644
Address
PO Box 1948, Chelan, WA 98816

Signing Officer

Name
Linda OBrien
Title
Treasurer
Phone
5096825644
Signed
2025-11-15

Organization Details

Principal Officer
Linda OBrien
Formed
1970
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
25
Raw XML AppendixShowing 400 of 608 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0112723
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt054888
IRS990/GrossSalesOfInventoryAmt04993
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt0462
IRS990/InformationTechnologyGrp/TotalAmt0462
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt07966
IRS990/InsuranceGrp/TotalAmt07966
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt027075
IRS990/InventoriesForSaleOrUseGrp/EOYAmt024517
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt021121
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021121
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0853390
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01154468
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0155985
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0112462
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0119833
IRS990/LandBldgEquipCostOrOtherBssAmt0275818
IRS990/LegalDomicileStateCd0WA
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt06302
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01115
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of the Lake Chelan Historical Society is to act as a historical resource and cultural center for the Lake Chelan Valley.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01006247
IRS990/NetAssetsOrFundBalancesEOYAmt01332332
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01608
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01608
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt048586
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt048586
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0306923
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01006247
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01310973
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt024694
IRS990/OccupancyGrp/TotalAmt024694
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt04236
IRS990/OfficeExpensesGrp/TotalAmt04236
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01000
IRS990/PayrollTaxesGrp/ProgramServicesAmt02735
IRS990/PayrollTaxesGrp/TotalAmt03735
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01000
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01652
IRS990/PensionPlanContributionsGrp/TotalAmt02652
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Linda OBrien
IRS990/PriorPeriodAdjustmentsAmt014546
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt048272
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06048
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt065517
IRS990/PYOtherRevenueAmt057573
IRS990/PYProgramServiceRevenueAmt07680
IRS990/PYRevenuesLessExpensesAmt02394
IRS990/PYSalariesCompEmpBnftPaidAmt051662
IRS990/PYTotalExpensesAmt0117179
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0119573
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04616
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt048586
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081915
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08466
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03696
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00

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