Civic Intelligence

Lakewood Historical Society

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.

13314 Detroit AveLakewood, OH 44107-1353

www.lakewoodhistory.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

40th percentile

0.03x

Higher debt load relative to revenue than 40% of similar nonprofits.

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

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$67,600

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 27.1% of source-year revenue.

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

Asset Growth

64th percentile

9.1%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

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

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

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $168,950Liabilities 2010: $3,644Net Assets 2010: $165,3062010Assets 2011: $216,225Liabilities 2011: $13,335Net Assets 2011: $202,8902011Assets 2012: $210,785Liabilities 2012: $3,624Net Assets 2012: $207,1612012Assets 2013: $259,374Liabilities 2013: $15,496Net Assets 2013: $243,8782013Assets 2014: $270,258Liabilities 2014: $9,409Net Assets 2014: $260,8492014Assets 2015: $288,589Liabilities 2015: $4,753Net Assets 2015: $283,8362015Assets 2016: $256,022Liabilities 2016: $4,078Net Assets 2016: $251,9442016Assets 2017: $290,391Liabilities 2017: $10,285Net Assets 2017: $280,1062017Assets 2018: $524,730Liabilities 2018: $15,437Net Assets 2018: $509,2932018Assets 2020: $670,409Liabilities 2020: $15,579Net Assets 2020: $654,8302020Assets 2021: $744,625Liabilities 2021: $13,006Net Assets 2021: $731,6192021Assets 2022: $817,128Liabilities 2022: $5,305Net Assets 2022: $811,8232022Assets 2025: $1,041,875Liabilities 2025: $8,566Net Assets 2025: $1,033,3092025

Highlighted filing

2025

Assets$1,041,875
Liabilities$8,566
Net Assets$1,033,309

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $72,580Expenses 2010: $71,443Net Income 2010: $1,1372010Revenue 2011: $86,405Expenses 2011: $62,641Net Income 2011: $23,7642011Revenue 2012: $78,666Expenses 2012: $73,662Net Income 2012: $5,0042012Revenue 2013: $98,908Expenses 2013: $65,145Net Income 2013: $33,7632013Revenue 2014: $95,776Expenses 2014: $80,004Net Income 2014: $15,7722014Revenue 2015: $118,462Expenses 2015: $94,296Net Income 2015: $24,1662015Revenue 2016: $69,153Expenses 2016: $96,748Net Income 2016: -$27,5952016Revenue 2017: $115,186Expenses 2017: $90,577Net Income 2017: $24,6092017Revenue 2018: $324,471Expenses 2018: $98,470Net Income 2018: $226,0012018Revenue 2020: $130,163Expenses 2020: $106,463Net Income 2020: $23,7002020Revenue 2021: $179,092Expenses 2021: $123,507Net Income 2021: $55,5852021Revenue 2022: $168,114Expenses 2022: $66,653Net Income 2022: $101,4612022Revenue 2025: $249,834Expenses 2025: $185,770Net Income 2025: $64,0642025

Highlighted filing

2025

Revenue$249,834
Expenses$185,770
Net Income$64,064

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.01$1.03$0.25$0.19$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.01$0.81$0.17$0.07$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.01$0.73$0.18$0.12$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.02$0.65$0.13$0.11$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.02$0.51$0.32$0.10$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.12$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.25$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.28$0.12$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.10$0.08$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.02$0.24$0.10$0.07$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.08$0.07$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.01$0.20$0.09$0.06$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.07$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 8, 2025
Return Version
2024v5.0
Gross Receipts
$277,069
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Buildings$169,535$34,140$203,675
Land$72,000-$72,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert ShimpExecutive DiFT$67,600$67,600

Board Members and Trustees

NameTitle
Mark StockmanPresident
Julie WarrenDirector
Kathy HaberDirector
Linda BarberoDirector
Norine PrimDirector
Randy BishopDirector
Tish MarshallDirector
Jim Robinson1st VP
Amy Chodzin2nd VP
Anne SchleckmanSecretary
Kristine AdamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$193,252
Program Service Revenue
$12,696
Investment Income
$38,294
Other Revenue
$5,592
All Other Contributions
$95,729
Change in Net Assets
$64,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$27,235
Fundraising Gross Income$27,235
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet 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-
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
No
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 11B

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.

Form 990, Page 6, Part VI, Line 19

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.

Filing and Contact Details

Filer

Filer Name
Lakewood Historical Society
EIN
34-6556203
Phone
2162217343
Address
13314 DETROIT AVE, LAKEWOOD, OH 44107-1353

Signing Officer

Name
Mark Stockman
Title
President
Phone
2162217343
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Stockman
Formed
1952
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
50

Preparer

Firm
H & J Certified Public Accountants Inc
Address
7555 FREDLE DR STE 110, CONCORD, OH 44077
Preparer
Rolland B Standish
Phone
4409512997
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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.

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

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.

Schedule D, Page 2, Part V, Line 4

To provide sustaining funds for the collection, preservation and interpretation of the history of lakewood, ohio.

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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/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST VP
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1TO PROVIDE SUSTAINING FUNDS FOR THE COLLECTION, PRESERVATION AND INTERPRETATION OF THE HISTORY OF LAKEWOOD, OHIO.
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