Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
EIN 34-6556203 • 501(c)3 • Lakewood, OH
Profile
The mission of the lakewood historical society is to enhance the quality of life in lakewood by offering educational programs for all ages; providing stewardship of artifacts and buildings; and advocating for our historic community.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
53rd percentile
Higher top officer pay than 53% of similar nonprofits.
Top officer pay equals 27.1% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
65th percentile
Faster revenue growth than 65% of similar nonprofits.
Assets
Up$1,041,875
Up $224,747 (+28%) from 2022
Liabilities
Up$8,566
Up $3,261 (+61%) from 2022
Net Assets
Up$1,033,309
Up $221,486 (+27%) from 2022
Revenue
Up$249,834
Up $81,720 (+49%) from 2022
Expenses
Up$185,770
Up $119,117 (+179%) from 2022
Net Income
Down$64,064
Down $37,397 (-37%) from 2022
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
The mission of the lakewood historical society is to enhance the quality of life in lakewood by offering educational programs for all ages; providing stewardship of artifacts and buildings; and advocating for our historical community.
The mission of the lakewood historical society is to enhance the quality of life in lakewood by offering educational programs for all ages: providing stewardship of artifacts and buildings; and advocating for our historical community.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $500,440 | $771,956 | ▲ $271,516 |
| Land, Buildings, and Equipment, Net | $246,657 | $241,535 | ▼ $5,122 |
| Cash and Non-Interest-Bearing Accounts | $26,400 | $27,864 | ▲ $1,464 |
| Prepaid Expenses and Deferred Charges | $2,500 | - | - |
| Savings and Temporary Cash Investments | $178,974 | $520 | ▼ $178,454 |
| Total Assets | $955,348 | $1,041,875 | ▲ $86,527 |
| Other Assets Total | $377 | - | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | - | $8,566 | - |
| Other Liabilities | $6,339 | - | - |
| Total Liabilities | $6,339 | $8,566 | ▲ $2,227 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $627,854 | $683,784 | ▲ $55,930 |
| Net Assets With Donor Restrictions | $321,155 | $349,525 | ▲ $28,370 |
| Total Net Assets Fund Balance | $949,009 | $1,033,309 | ▲ $84,300 |
| Total Liabilities and Net Assets / Fund Balance | $955,348 | $1,041,875 | ▲ $86,527 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $169,535 | $34,140 | $203,675 |
| Land | $72,000 | - | $72,000 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $156,491 | $620 | ▲ $15,375 | - | $161,200 |
| 2023 | $146,579 | - | - | - | $156,491 |
| 2022 | $156,297 | - | - | - | $146,579 |
| 2021 | $177,592 | - | - | - | $156,297 |
| 2020 | $145,692 | - | - | - | $177,592 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Robert Shimp | Executive Di | FT | $67,600 | $67,600 |
| Name | Title |
|---|---|
| Mark Stockman | President |
| Julie Warren | Director |
| Kathy Haber | Director |
| Linda Barbero | Director |
| Norine Prim | Director |
| Randy Bishop | Director |
| Tish Marshall | Director |
| Jim Robinson | 1st VP |
| Amy Chodzin | 2nd VP |
| Anne Schleckman | Secretary |
| Kristine Adams | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $111,331 |
| Other Expenses | $74,439 |
| Total Fundraising Expense | $18,518 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $47,320 | $6,760 | $13,520 | $67,600 |
| Occupancy | $26,180 | $534 | - | $26,714 |
| Other Salaries and Wages | $2,083 | $18,744 | - | $20,827 |
| Other Employee Benefits | $8,963 | $4,599 | $2,454 | $16,016 |
| Fees for Services Accounting | - | $10,951 | - | $10,951 |
| Office Expenses | $5,557 | $2,879 | $1,489 | $9,925 |
| Payroll Taxes | $3,855 | $1,978 | $1,055 | $6,888 |
| Depreciation Depletion | $5,120 | $2 | - | $5,122 |
| Insurance | $4,678 | $246 | - | $4,924 |
| Fees for Service Investment Mgmnt Fees | - | $2,346 | - | $2,346 |
| Other Expenses | $296 | - | - | $296 |
| Advertising | $120 | - | - | $120 |
| Total Functional Expenses | $118,213 | $49,039 | $18,518 | $185,770 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $27,235 |
| Fundraising Gross Income | $27,235 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Antiques Benefi | $52,525 | $6,875 | $534 | $6,341 |
| House Tour | $37,852 | $6,430 | $2,665 | $3,765 |
| Total Events | $110,199 | $27,235 | $27,235 | - |
“The treasurer and executive director review a draft form 990 prepared by the external preparer. The finance committee then reviews and recommends the return for distribution to the full board. A complete draft is provided to all governing board members before filing via email. Board members may submit questions or comments to the treasurer/executive director; any substantive changes are circulated prior to filing. The board delegates final filing authorization to the officer listed in part ii.”
“The governing documents (articles and bylaws) are posted on its website. The organization's form 990 is posted on its website and also available through public filings with the ohio attorney general's charitable law section. The conflict of interest policy is available upon request. The organization does not prepare separate audited or reviewed financial statements.”
“The mission of the lakewood historical society is to enhance the quality of life in lakewood by offering educational programs for all ages: providing stewardship of artifacts and buildings; and advocating for our historical community.”
“The lakewood historical society was founded in 1952 by margaret manor butler to preserve the history of lakewood, ohio and the oldest stone house, built for john honam. Private and non-profit, the society continues to grow and thrive. The society actively promotes and preserves the history of our community through educational programs, interpretive displays and tours, the study and management of the societys archives, our research library, and artifact collection. Typical education programs include the ohio heritage summer camp for children; public programs on lakewood history, preservation and home maintenance; a biennial house tour to showcase the history and architecture in the community; school outreach programs; and traveling history trunks for use by classrooms and youth groups. Our collection of over 14,000 images, extensive archives and research library are available to scholars and the general public. The lakewood historical society has active partnerships with organizations including lakewood city schools, lakewood public library, cleveland state university library special collections, the city of lakewood and neighboring historical societies and museums. The society operates both the oldest stone house museum and the nicholson house. Our services and activities are accomplished by an executive director and an eleven member board of directors, the womens board and volunteers from our membership. The society continually collects, preserves and interprets archival materials, photographs and artifacts that help tell the story of the history of lakewood. 1953: the society opened the oldest stone house museum in an 1834 stone house saved from demolition. 1963: active volunteer group created to give tours of the museum and provide school programs. 1975: massive project stabilized the oldest stone house foundation and provided a basement, plumbing, climate control and museum store space. 1985: society preserved the nicholson house (ca. 1835) with the aid and support of the city of lakewood. The home has been restored and is available for event rental. 1985: womens board organized to provide fundraising support for the society. 1997: margaret manor butler endowment fund created to ensure the long-term financial security of the society. 2007: lakewood preservation fund formed, allowing the society to proactively respond to preservation issues in the community. 2019: the lakewood historical society cut the ribbon on the haber family center for history, a 1959 purpose built medical building that now serves as the new home of the lakewood historical society offices.”
“To provide sustaining funds for the collection, preservation and interpretation of the history of lakewood, ohio.”
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/ActivityOrMissionDesc | 0 | THE MISSION OF THE LAKEWOOD HISTORICAL SOCIETY IS TO ENHANCE THE QUALITY OF LIFE IN LAKEWOOD BY OFFERING EDUCATIONAL PROGRAMS FOR ALL AGES: PROVIDING STEWARDSHIP OF ARTIFACTS AND BUILDINGS; AND ADVOCATING FOR OUR HISTORICAL COMMUNITY. |
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| IRS990/Desc | 0 | IN FYE 2025, PROGRAM ACCOMPLISHMENTS INCLUDE: TOURS FOR LOCAL ELEMENTARY AND MIDDLE SCHOOLS, OLDEST STONE HOUSE OPERATING SEASON OPEN TO THE PUBLIC FROM MARCH THROUGH OCTOBER, WITH SPECIAL EVENTS THERE THROUGHOUT THE YEAR. OHIO HERITAGE CAMP SERVING 70 GRADE SCHOOLERS IN JULY, LECTURES BOTH PRESENTED BY THE DIRECTOR AND HOSTED AT OUR LOCATIONS. WALKING TOURS OPEN TO THE PUBLIC ALONG DETROIT AVENUE, A TOUR OF LAKEWOOD COMMUNITY HOMES, PRESERVATION EFFORTS IN THE CITY WITH RECOGNITION PROGRAMS, RESEARCH AND ARCHIVAL WORK, AND PARTICIPATION IN LOCAL COMMUNITY FESTIVALS. |
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| IRS990/MissionDesc | 0 | THE MISSION OF THE LAKEWOOD HISTORICAL SOCIETY IS TO ENHANCE THE QUALITY OF LIFE IN LAKEWOOD BY OFFERING EDUCATIONAL PROGRAMS FOR ALL AGES: PROVIDING STEWARDSHIP OF ARTIFACTS AND BUILDINGS; AND ADVOCATING FOR OUR HISTORICAL COMMUNITY. |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE LAKEWOOD HISTORICAL SOCIETY WAS FOUNDED IN 1952 BY MARGARET MANOR BUTLER TO PRESERVE THE HISTORY OF LAKEWOOD, OHIO AND THE OLDEST STONE HOUSE, BUILT FOR JOHN HONAM. PRIVATE AND NON-PROFIT, THE SOCIETY CONTINUES TO GROW AND THRIVE. THE SOCIETY ACTIVELY PROMOTES AND PRESERVES THE HISTORY OF OUR COMMUNITY THROUGH EDUCATIONAL PROGRAMS, INTERPRETIVE DISPLAYS AND TOURS, THE STUDY AND MANAGEMENT OF THE SOCIETYS ARCHIVES, OUR RESEARCH LIBRARY, AND ARTIFACT COLLECTION. TYPICAL EDUCATION PROGRAMS INCLUDE THE OHIO HERITAGE SUMMER CAMP FOR CHILDREN; PUBLIC PROGRAMS ON LAKEWOOD HISTORY, PRESERVATION AND HOME MAINTENANCE; A BIENNIAL HOUSE TOUR TO SHOWCASE THE HISTORY AND ARCHITECTURE IN THE COMMUNITY; SCHOOL OUTREACH PROGRAMS; AND TRAVELING HISTORY TRUNKS FOR USE BY CLASSROOMS AND YOUTH GROUPS. OUR COLLECTION OF OVER 14,000 IMAGES, EXTENSIVE ARCHIVES AND RESEARCH LIBRARY ARE AVAILABLE TO SCHOLARS AND THE GENERAL PUBLIC. THE LAKEWOOD HISTORICAL SOCIETY HAS ACTIVE PARTNERSHIPS WITH ORGANIZATIONS INCLUDING LAKEWOOD CITY SCHOOLS, LAKEWOOD PUBLIC LIBRARY, CLEVELAND STATE UNIVERSITY LIBRARY SPECIAL COLLECTIONS, THE CITY OF LAKEWOOD AND NEIGHBORING HISTORICAL SOCIETIES AND MUSEUMS. THE SOCIETY OPERATES BOTH THE OLDEST STONE HOUSE MUSEUM AND THE NICHOLSON HOUSE. OUR SERVICES AND ACTIVITIES ARE ACCOMPLISHED BY AN EXECUTIVE DIRECTOR AND AN ELEVEN MEMBER BOARD OF DIRECTORS, THE WOMENS BOARD AND VOLUNTEERS FROM OUR MEMBERSHIP. THE SOCIETY CONTINUALLY COLLECTS, PRESERVES AND INTERPRETS ARCHIVAL MATERIALS, PHOTOGRAPHS AND ARTIFACTS THAT HELP TELL THE STORY OF THE HISTORY OF LAKEWOOD. 1953: THE SOCIETY OPENED THE OLDEST STONE HOUSE MUSEUM IN AN 1834 STONE HOUSE SAVED FROM DEMOLITION. 1963: ACTIVE VOLUNTEER GROUP CREATED TO GIVE TOURS OF THE MUSEUM AND PROVIDE SCHOOL PROGRAMS. 1975: MASSIVE PROJECT STABILIZED THE OLDEST STONE HOUSE FOUNDATION AND PROVIDED A BASEMENT, PLUMBING, CLIMATE CONTROL AND MUSEUM STORE SPACE. 1985: SOCIETY PRESERVED THE NICHOLSON HOUSE (CA. 1835) WITH THE AID AND SUPPORT OF THE CITY OF LAKEWOOD. THE HOME HAS BEEN RESTORED AND IS AVAILABLE FOR EVENT RENTAL. 1985: WOMENS BOARD ORGANIZED TO PROVIDE FUNDRAISING SUPPORT FOR THE SOCIETY. 1997: MARGARET MANOR BUTLER ENDOWMENT FUND CREATED TO ENSURE THE LONG-TERM FINANCIAL SECURITY OF THE SOCIETY. 2007: LAKEWOOD PRESERVATION FUND FORMED, ALLOWING THE SOCIETY TO PROACTIVELY RESPOND TO PRESERVATION ISSUES IN THE COMMUNITY. 2019: THE LAKEWOOD HISTORICAL SOCIETY CUT THE RIBBON ON THE HABER FAMILY CENTER FOR HISTORY, A 1959 PURPOSE BUILT MEDICAL BUILDING THAT NOW SERVES AS THE NEW HOME OF THE LAKEWOOD HISTORICAL SOCIETY OFFICES. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | TO PROVIDE SUSTAINING FUNDS FOR THE COLLECTION, PRESERVATION AND INTERPRETATION OF THE HISTORY OF LAKEWOOD, OHIO. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART III, LINE 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
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