Civic Intelligence

Avon Lake Historical Society Fka Heritage Avon Lake

EIN 34-6623511 • 501(c)3 • Avon Lake, OH

Profile

Preservation and education of the history for the citizens of avon lake, ohio.

32770 Lake RoadAvon Lake, OH 44012
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

154%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

743%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$202,532

Up $122,926 (+154%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$202,532

Up $122,926 (+154%) from 2023

Revenue

Up

$151,024

Up $133,109 (+743%) from 2023

Expenses

Up

$28,098

Up $12,781 (+83%) from 2023

Net Income

Up

$122,926

Up $120,328 (+4632%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2015: $5,660Net Assets 2015: $5,6602015Assets 2017: $25,489Net Assets 2017: $25,4892017Assets 2018: $42,068Net Assets 2018: $42,0682018Assets 2019: $40,627Net Assets 2019: $40,6272019Assets 2020: $30,203Net Assets 2020: $30,2032020Assets 2021: $59,160Net Assets 2021: $59,1602021Assets 2022: $77,008Net Assets 2022: $77,0082022Assets 2023: $79,606Net Assets 2023: $79,6062023Assets 2024: $202,532Net Assets 2024: $202,5322024

Highlighted filing

2024

Assets$202,532
Liabilities-
Net Assets$202,532

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $4,376Expenses 2015: $2,988Net Income 2015: $1,3882015Revenue 2017: $95,607Expenses 2017: $96,259Net Income 2017: -$6522017Revenue 2018: $40,840Expenses 2018: $24,261Net Income 2018: $16,5792018Revenue 2019: $22,767Expenses 2019: $24,208Net Income 2019: -$1,4412019Revenue 2020: $17,701Expenses 2020: $28,125Net Income 2020: -$10,4242020Revenue 2021: $46,993Expenses 2021: $18,036Net Income 2021: $28,9572021Revenue 2022: $43,971Expenses 2022: $26,123Net Income 2022: $17,8482022Revenue 2023: $17,915Expenses 2023: $15,317Net Income 2023: $2,5982023Revenue 2024: $151,024Expenses 2024: $28,098Net Income 2024: $122,9262024

Highlighted filing

2024

Revenue$151,024
Expenses$28,098
Net Income$122,926

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 25, 2021
Return Version
2020v4.0
Gross Receipts
$18,663
Mission and Program Overview

Mission

Preservation and education of the history for the citizens of avon lake, ohio.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS A COMMUNITY ORGANIZATION THAT WORKS TO ENCOURAGE THE PRESERVATION AND CELEBRATION OF ARTIFACTS, HISTORICAL SITES AND STRUCTURES THROUGH EDUCATIONAL PROGRAMS, MUSEUM TOURS AND OTHER EVENTS THAT ENCOURAGE THE LIFE, HISTORY AND HERITAGE OF AVON LAKE, OHIO.-$27,686
INTERIOR AND EXTERIOR IMPROVEMENTS WHICH ARE NOT LIMITED TO WINDOW REPLACEMENT, FRONT AND REAR PORCH RESTORATION, HVAC UPGRADES, PARAPET RESTORATION, AND RESTORATION OF THE SECOND FLOOR INTERIOR ROOMS. THIS PROJECT SUPPORTS CULTURE THROUGH THE PRESENTATION OF FEATURES OF HISTORIC INTEREST IN LOCAL HISTORICAL FACILITIES KNOWN AS THE FOLGER HOME AND THE PETER MILLER HOUSE WHICH ARE WELL KNOW CITY LANDMARKS. THE COMPLETED FACILITIES ARE USED FOR CULTURAL PROGRAMS, MUSICAL AND DRAMA PERFORMANCES AND CLASSES AND LECTURES REGARDING LOCAL HISTORY AS WELL AS MAINTAINING LOCAL HISTORICAL ARTIFACTS FOR PUBLIC VIEWING.-$175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONY TOMANEKPresident-$0--
CHUCK FYEVice Preside-$0--
SANDI GERHANTreasurer-$0--
TOM PATTONSecretary-$0--
MARTY GALLAGHERTrustee-$0--
MATT GUBATrustee-$0--
HOLLY MOORE KOWALSKITrustee-$0--
LAURA PLOENZKETrustee-$0--
CAROL MEINERSTrustee-$0--
DON CHIAVETTATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Avon Lake Historical Society
EIN
34-6623511
Phone
4405494425
Address
32770 LAKE ROAD, AVON LAKE, OH 44012

Signing Officer

Name
Sandi Gerhan
Title
Treasurer
Phone
4405494425
Signed
2021-08-25
Discuss with paid preparer
Yes

Preparer

Firm
BILLINGS & COMPANY CPA'S
Address
503 ABBE RD S, ELYRIA, OH 44035
Preparer
Frank P Krempasky CPA
Phone
4403659100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and marketing 2,834 office and postage 763 insurance 2,536 bank charges 14 charitable donations 500 educational programs 2,335 professional development 14,749 total 23,731

Form 990-ez, Part III

Preservation and education of the history for the citizens of avon lake, ohio.

Form 990-ez, Part III, Line 28

The organization is a community organization that works to encourage the preservation and celebration of artifacts, historical sites and structures through educational programs, museum tours and other events that encourage the life, history and heritage of avon lake, ohio.

Form 990-ez, Part III, Line 29

Interior and exterior improvements which are not limited to window replacement, front and rear porch restoration, hvac upgrades, parapet restoration, and restoration of the second floor interior rooms. This project supports culture through the presentation of features of historic interest in local historical facilities known as the folger home and the peter miller house which are well know city landmarks. The completed facilities are used for cultural programs, musical and drama performances and classes and lectures regarding local history as well as maintaining local historical artifacts for public viewing.

Form 990-ez, Part V, Line 34

Effective september 19, 2020, the organization applied for and was approved by the state of ohio to change the name of the organization. Paperwork to support this approval is attached to this return in pdf format for electronic submittal. The former name of the organization is heritage avon lake (34-6623511). The newly adopted name of the organization is avon lake historical society (34-6623511).

Raw XML Appendix193 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INTERIOR AND EXTERIOR IMPROVEMENTS WHICH ARE NOT LIMITED TO WINDOW REPLACEMENT, FRONT AND REAR PORCH RESTORATION, HVAC UPGRADES, PARAPET RESTORATION, AND RESTORATION OF THE SECOND FLOOR INTERIOR ROOMS. THIS PROJECT SUPPORTS CULTURE THROUGH THE PRESENTATION OF FEATURES OF HISTORIC INTEREST IN LOCAL HISTORICAL FACILITIES KNOWN AS THE FOLGER HOME AND THE PETER MILLER HOUSE WHICH ARE WELL KNOW CITY LANDMARKS. THE COMPLETED FACILITIES ARE USED FOR CULTURAL PROGRAMS, MUSICAL AND DRAMA PERFORMANCES AND CLASSES AND LECTURES REGARDING LOCAL HISTORY AS WELL AS MAINTAINING LOCAL HISTORICAL ARTIFACTS FOR PUBLIC VIEWING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND MARKETING 2,834 OFFICE AND POSTAGE 763 INSURANCE 2,536 BANK CHARGES 14 CHARITABLE DONATIONS 500 EDUCATIONAL PROGRAMS 2,335 PROFESSIONAL DEVELOPMENT 14,749 TOTAL 23,731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRESERVATION AND EDUCATION OF THE HISTORY FOR THE CITIZENS OF AVON LAKE, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS A COMMUNITY ORGANIZATION THAT WORKS TO ENCOURAGE THE PRESERVATION AND CELEBRATION OF ARTIFACTS, HISTORICAL SITES AND STRUCTURES THROUGH EDUCATIONAL PROGRAMS, MUSEUM TOURS AND OTHER EVENTS THAT ENCOURAGE THE LIFE, HISTORY AND HERITAGE OF AVON LAKE, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERIOR AND EXTERIOR IMPROVEMENTS WHICH ARE NOT LIMITED TO WINDOW REPLACEMENT, FRONT AND REAR PORCH RESTORATION, HVAC UPGRADES, PARAPET RESTORATION, AND RESTORATION OF THE SECOND FLOOR INTERIOR ROOMS. THIS PROJECT SUPPORTS CULTURE THROUGH THE PRESENTATION OF FEATURES OF HISTORIC INTEREST IN LOCAL HISTORICAL FACILITIES KNOWN AS THE FOLGER HOME AND THE PETER MILLER HOUSE WHICH ARE WELL KNOW CITY LANDMARKS. THE COMPLETED FACILITIES ARE USED FOR CULTURAL PROGRAMS, MUSICAL AND DRAMA PERFORMANCES AND CLASSES AND LECTURES REGARDING LOCAL HISTORY AS WELL AS MAINTAINING LOCAL HISTORICAL ARTIFACTS FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EFFECTIVE SEPTEMBER 19, 2020, THE ORGANIZATION APPLIED FOR AND WAS APPROVED BY THE STATE OF OHIO TO CHANGE THE NAME OF THE ORGANIZATION. PAPERWORK TO SUPPORT THIS APPROVAL IS ATTACHED TO THIS RETURN IN PDF FORMAT FOR ELECTRONIC SUBMITTAL. THE FORMER NAME OF THE ORGANIZATION IS HERITAGE AVON LAKE (34-6623511). THE NEWLY ADOPTED NAME OF THE ORGANIZATION IS AVON LAKE HISTORICAL SOCIETY (34-6623511).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-11-01T08:16:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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No mirrored PDF or thumbnail assets are attached yet.