Civic Intelligence

Lakeside Heritage Society Inc

EIN 34-1372890 • 501(c)3 • Lakeside, OH

Profile

Preserve, promote and advance history of lakeside, marblehead peninsula and the chautauqua movement in america

210 Walnut AveLakeside, OH 43440

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

68%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$875,524

Up $91,913 (+12%) from 2022

Liabilities

Down

$0

Down $1,502 (-100%) from 2022

Net Assets

Up

$875,524

Up $93,415 (+12%) from 2022

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$160,243

Up $17,085 (+12%) from 2022

Expenses

Up

$121,887

Up $5,455 (+4.7%) from 2022

Net Income

Up

$38,356

Up $11,630 (+44%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.0M$500K$0Assets 2014: $277,133Liabilities 2014: $0Net Assets 2014: $277,1332014Assets 2015: $404,378Liabilities 2015: $0Net Assets 2015: $404,3782015Assets 2016: $454,576Liabilities 2016: $0Net Assets 2016: $454,5762016Assets 2017: $527,880Liabilities 2017: $0Net Assets 2017: $527,8802017Assets 2018: $579,166Liabilities 2018: $0Net Assets 2018: $579,1662018Assets 2019: $675,429Liabilities 2019: $0Net Assets 2019: $675,4292019Assets 2020: $741,366Liabilities 2020: $1,799Net Assets 2020: $739,5672020Assets 2021: $775,524Liabilities 2021: $858Net Assets 2021: $774,6662021Assets 2022: $783,611Liabilities 2022: $1,502Net Assets 2022: $782,1092022Assets 2024: $875,524Liabilities 2024: $0Net Assets 2024: $875,5242024

Highlighted filing

2024

Assets$875,524
Liabilities$0
Net Assets$875,524
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0Revenue 2014: $110,618Expenses 2014: $44,952Net Income 2014: $65,6662014Revenue 2015: $171,716Expenses 2015: $44,471Net Income 2015: $127,2452015Revenue 2016: $92,218Expenses 2016: $42,020Net Income 2016: $50,1982016Revenue 2017: $112,460Expenses 2017: $39,156Net Income 2017: $73,3042017Revenue 2018: $97,475Expenses 2018: $56,047Net Income 2018: $41,4282018Revenue 2019: $148,921Expenses 2019: $55,514Net Income 2019: $93,4072019Revenue 2020: $98,284Expenses 2020: $52,535Net Income 2020: $45,7492020Revenue 2021: $94,663Expenses 2021: $86,719Net Income 2021: $7,9442021Revenue 2022: $143,158Expenses 2022: $116,432Net Income 2022: $26,7262022Revenue 2024: $160,243Expenses 2024: $121,887Net Income 2024: $38,3562024

Highlighted filing

2024

Revenue$160,243
Expenses$121,887
Net Income$38,356
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$875,524
Liabilities
$0
Net assets
$875,524
Revenue
$160,243
Expenses
$121,887
Net income
$38,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.76$0.00$8.76$1.60$1.22$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.84$0.02$7.82$1.43$1.16$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.76$0.01$7.75$0.95$0.87$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.02$7.40$0.98$0.53$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$1.49$0.56$0.93
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.00$5.79$0.97$0.56$0.41
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$1.12$0.39$0.73
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.92$0.42$0.50
2015Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$1.72$0.44$1.27
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$1.11$0.45$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 7, 2025
Return Version
2023v6.0
Gross Receipts
$176,627
Mission and Program Overview

Mission

Preserve, promote and advance history of lakeside, marblehead penninsula and the chautauqua movement in america.

To preserve, promote and advance history of lakeside, marblehead peninsula and the chautauqua movement in america, and to become a premier public resource for that history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$789,936$875,524▲ $85,588
Land, Buildings, and Equipment, Net$455,020$438,146▼ $16,874
Investments in Publicly Traded Securities$300,254$350,876▲ $50,622
Savings and Temporary Cash Investments$2,114$72,116▲ $70,002
Prepaid Expenses and Deferred Charges-$7,317-
Cash and Non-Interest-Bearing Accounts$23,152$5,551▼ $17,601
Total Assets$789,936$875,524▲ $85,588
Other Assets Total$9,396$1,518▼ $7,878
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$789,936$875,524▲ $85,588
Total Liabilities and Net Assets / Fund Balance$789,936$875,524▲ $85,588

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$389,673$97,923$487,596
Land$48,473-$48,473
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kathy VenemaPresident
Cindy GrimmBoard Member
Cindy KneppBoard Member
Dave BolingBoard Member
Debbie HeibertBoard Member
Frank BakerBoard Member
Greta BemillerBoard Member
Gretchen CurtisBoard Member
James HiltBoard Member
Jim HeikesBoard Member
Phil DaleBoard Member
Stephanie LefflerBoard Member
Steve BemillerBoard Member
Sally DeperroSecretary
Ken FoyTreasurer
Dean FickVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$66,814
Program Service Revenue
$115
Investment Income
$2
Other Revenue
$93,312
All Other Contributions
$18,140
Change in Net Assets
$38,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,558
Salaries, Compensation, and Employee Benefits$52,329
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,777--$44,777
Depreciation Depletion$20,214--$20,214
Occupancy$19,189--$19,189
Office Expenses$15,870--$15,870
Payroll Taxes$4,688--$4,688
Other Employee Benefits$2,864--$2,864
Other Expenses$1,297--$1,297
All Other Expenses$1,287--$1,287
Information Technology$996--$996
Fees for Services Other$553--$553
Total Functional Expenses$121,887$0$0$121,887
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,992
Fundraising Direct Expenses$16,384
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Recycle Sales$71,536$71,536$5,911$65,625
Total Events$71,536$71,536$5,911$65,625
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Greta bemiller steve bemiller board member board member married”

Form 990, Page 6, Part VI, Line 11B

“The board of trustees receives a copy of the form 990 for review prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“An independent search committee used compensation data for similarly situated small museum organizations within ohio to determine appropriate compensation for the museum manager. The committee contemporaneously documented the deliberation and decision and made a recommendation to the board of trustees. The board then voted to approve the recommendation made by the search committee.”

Form 990, Page 6, Part VI, Line 19

“The organization provides a copy of its organizing documents and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Lakeside Heritage Society Inc
EIN
34-1372890
Phone
4197985519
Address
210 WALNUT AVE, LAKESIDE, OH 43440

Signing Officer

Name
Kathy Venema
Title
President
Phone
4197985519
Signed
2025-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Venema
Formed
1991
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
25

Preparer

Firm
Nichols & Company Cpas
Address
507 EXECUTIVE CAMPUS DR, WESTERVILLE, OH 43082
Preparer
Gwendolyn S Nichols CPA
Phone
6148915423
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Operate the heritage hall museum and provide various educational programs to the surrounding community, including a sunday lecture series, weekly seminars, walking tours, and classes on various marblehead peninisula historic topics for elementary schools students studying ohio history.”

Raw XML AppendixShowing 400 of 460 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PRESERVE, PROMOTE AND ADVANCE HISTORY OF LAKESIDE, MARBLEHEAD PENINSULA AND THE CHAUTAUQUA MOVEMENT IN AMERICA, AND TO BECOME A PREMIER PUBLIC RESOURCE FOR THAT HISTORY.
IRS990/AllOtherContributionsAmt018140
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01287
IRS990/AllOtherExpensesGrp/TotalAmt01287
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KEN FOY
IRS990/BooksInCareOfDetail/PhoneNum04197985519
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt070 OAKLEY MEADOW LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TIFFIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044883
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023152
IRS990/CashNonInterestBearingGrp/EOYAmt05551
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt066814
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02
IRS990/CYOtherExpensesAmt069558
IRS990/CYOtherRevenueAmt093312
IRS990/CYProgramServiceRevenueAmt0115
IRS990/CYRevenuesLessExpensesAmt038356
IRS990/CYSalariesCompEmpBnftPaidAmt052329
IRS990/CYTotalExpensesAmt0121887
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0160243
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020214
IRS990/DepreciationDepletionGrp/TotalAmt020214
IRS990/Desc0OPERATE THE HERITAGE HALL MUSEUM AND PROVIDE VARIOUS EDUCATIONAL PROGRAMS TO THE SURROUNDING COMMUNITY, INCLUDING A SUNDAY LECTURE SERIES, WEEKLY SEMINARS, WALKING TOURS, AND CLASSES ON VARIOUS MARBLEHEAD PENINISULA HISTORIC TOPICS FOR ELEMENTARY SCHOOLS STUDENTS STUDYING OHIO HISTORY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0110541
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0553
IRS990/FeesForServicesOtherGrp/TotalAmt0553
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt615.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE BEMILLER
IRS990/Form990PartVIISectionAGrp/PersonNm1GRETA BEMILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2SALLY DEPERRO
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM HEIKES
IRS990/Form990PartVIISectionAGrp/PersonNm4DEAN FICK
IRS990/Form990PartVIISectionAGrp/PersonNm5CINDY KNEPP
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHY VENEMA
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANK BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHANIE LEFFLER
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVE BOLING
IRS990/Form990PartVIISectionAGrp/PersonNm10GRETCHEN CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm11CINDY GRIMM
IRS990/Form990PartVIISectionAGrp/PersonNm12KEN FOY
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBBIE HEIBERT
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES HILT
IRS990/Form990PartVIISectionAGrp/PersonNm15PHIL DALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt016384
IRS990/FundraisingGrossIncomeAmt0102992
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt020879
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0176627
IRS990/GrossSalesOfInventoryAmt06704
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0996
IRS990/InformationTechnologyGrp/TotalAmt0996
IRS990/InvestmentIncomeGrp/ExclusionAmt02
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0300254
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0350876
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097923
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0455020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0438146
IRS990/LandBldgEquipCostOrOtherBssAmt0536069
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt027795
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRESERVE, PROMOTE AND ADVANCE HISTORY OF LAKESIDE, MARBLEHEAD PENNINSULA AND THE CHAUTAUQUA MOVEMENT IN AMERICA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0789936
IRS990/NetAssetsOrFundBalancesEOYAmt0875524
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt086608
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt086608
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt06704
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06704
IRS990/NetUnrlzdGainsLossesInvstAmt047232
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt019189
IRS990/OccupancyGrp/TotalAmt019189
IRS990/OfficeExpensesGrp/ProgramServicesAmt015870
IRS990/OfficeExpensesGrp/TotalAmt015870
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09396
IRS990/OtherAssetsTotalGrp/EOYAmt01518
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02864
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02864
IRS990/OtherExpensesGrp/Desc0ARCHIVE MURAL
IRS990/OtherExpensesGrp/Desc1SALES TAX
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt06750
IRS990/OtherExpensesGrp/ProgramServicesAmt11908
IRS990/OtherExpensesGrp/ProgramServicesAmt21494
IRS990/OtherExpensesGrp/ProgramServicesAmt31297
IRS990/OtherExpensesGrp/TotalAmt06750
IRS990/OtherExpensesGrp/TotalAmt11908
IRS990/OtherExpensesGrp/TotalAmt21494
IRS990/OtherExpensesGrp/TotalAmt31297
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044777
IRS990/OtherSalariesAndWagesGrp/TotalAmt044777
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04688
IRS990/PayrollTaxesGrp/TotalAmt04688
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07317
IRS990/PrincipalOfficerNm0KATHY VENEMA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS & TOURS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATE THE HERITAGE HALL MUSEUM AND PROVIDE VARIOUS EDUCATIONAL PROGRAMS TO THE SURROUNDING COMMUNITY, INCLUDING A SUNDAY LECTURE SERIES, WEEKLY SEMINARS, WALKING TOURS, AND CLASSES ON VARIOUS MARBLEHEAD PENINISULA HISTORIC TOPICS FOR ELEMENTARY SCHOOLS STUDENTS STUDYING OHIO HISTORY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011346
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt048257
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0963
IRS990/PYOtherExpensesAmt068411
IRS990/PYOtherRevenueAmt075143
IRS990/PYProgramServiceRevenueAmt0200
IRS990/PYRevenuesLessExpensesAmt0-14508
IRS990/PYSalariesCompEmpBnftPaidAmt070660
IRS990/PYTotalExpensesAmt0139071
IRS990/PYTotalRevenueAmt0124563
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038356
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0115
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0789936
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0875524
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072116
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt048257
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0235454
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0963
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013357
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06819
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04781
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02574
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01645
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018446
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0102992
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0114012
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt096357
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt040915
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt050315
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0404591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0963
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013357
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt021246
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96870
IRS990ScheduleA/PublicSupportPY509Pct00.95210
IRS990ScheduleA/PublicSupportTotal509Amt0658491
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0176625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0164896
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078673
IRS990ScheduleA/Total509Grp/TotalAmt0658491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0176627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0165859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092030
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0679737
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt048473
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt048473
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0389673
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt097923
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0487596
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0438146
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05911
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RECYCLE SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt071536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt071536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt071536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt071536
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065625
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05911
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05911
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATE THE HERITAGE HALL MUSEUM AND PROVIDE VARIOUS EDUCATIONAL PROGRAMS TO THE SURROUNDING COMMUNITY, INCLUDING A SUNDAY LECTURE SERIES, WEEKLY SEMINARS, WALKING TOURS, AND CLASSES ON VARIOUS MARBLEHEAD PENINISULA HISTORIC TOPICS FOR ELEMENTARY SCHOOLS STUDENTS STUDYING OHIO HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRETA BEMILLER STEVE BEMILLER BOARD MEMBER BOARD MEMBER MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN INDEPENDENT SEARCH COMMITTEE USED COMPENSATION DATA FOR SIMILARLY SITUATED SMALL MUSEUM ORGANIZATIONS WITHIN OHIO TO DETERMINE APPROPRIATE COMPENSATION FOR THE MUSEUM MANAGER. THE COMMITTEE CONTEMPORANEOUSLY DOCUMENTED THE DELIBERATION AND DECISION AND MADE A RECOMMENDATION TO THE BOARD OF TRUSTEES. THE BOARD THEN VOTED TO APPROVE THE RECOMMENDATION MADE BY THE SEARCH COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES A COPY OF ITS ORGANIZING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0789936
IRS990/TotalAssetsEOYAmt0875524
IRS990/TotalAssetsGrp/BOYAmt0789936
IRS990/TotalAssetsGrp/EOYAmt0875524
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066814
IRS990/TotalEmployeeCnt04

Document Assets

No mirrored PDF or thumbnail assets are attached yet.