Civic Intelligence

Kaleva Historical Society Incorporated

990EZ • Fiscal year 2023 • EIN 38-2133617

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

14551 Wuoski AveKaleva, MI 49645

(231) 299-4484

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-41%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-63%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-95%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$148,702

Down $257,334 (-63%) from 2022

Net Assets

Down

$134,727

Down $271,309 (-67%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$15,244

Down $274,175 (-95%) from 2022

Expenses

Up

$21,550

Up $5,026 (+30%) from 2022

Net Income

Down

-$6,306

Down $279,201 (-102%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2022: $406,036Liabilities 2022: $0Net Assets 2022: $406,0362022Assets 2023: $148,702Liabilities 2023: $0Net Assets 2023: $134,7272023Assets 2024: $145,078Net Assets 2024: $137,8432024

Highlighted filing

2023

Assets$148,702
Liabilities$0
Net Assets$134,727

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2022: $289,419Expenses 2022: $16,524Net Income 2022: $272,8952022Revenue 2023: $15,244Expenses 2023: $21,550Net Income 2023: -$6,3062023Revenue 2024: $18,169Expenses 2024: $29,028Net Income 2024: -$10,8592024

Highlighted filing

2023

Revenue$15,244
Expenses$21,550
Net Income-$6,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$15,244
Mission and Program Overview

Mission

To preserve the heritage and history of family, church and community of kaleva michigan

Program Services

DescriptionGrantsExpenses
TO PRESERVE THE HERITAGE AND HISTORY OF FAMILY, CHURCH AND COMMUNITY OF KALEVA MICHIGAN--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA ASIALAPresident-$0--
SANDRA ASIALATreasurer-$0--
GEORGIA BROWNSecretary-$0--
KRISTINE FLAHERTYVice President-$0--
PAMELA BAGLEYTrustee-$0--
DENNIS RISSERTrustee-$0--
ALIN KUUTTILATrustee-$0--
MARGARET JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kaleva Historical Society
EIN
38-2133617
Phone
2312994484
Address
14551 WUOSKI AVE, KALEVA, MI 49645

Signing Officer

Name
Cynthia Asiala
Title
President
Phone
2312994484
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
H and R Block
Address
497 E PARKDALE AVE, MANISTEE, MI 49660
Preparer
Rebecca Jankwietz
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

Advertising and marketing

Page 1 Line 20

Prior year bequest bal $255000 transferred to manistee county comm foundation has become their asset and reported on their 990

Pg 2 Part II

2022 bequest of 265,000 - $10,000 was transferred to main account and $255,000 transferred to manistee co comm foundation

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CYNTHIA ASIALA
IRS990EZ/BooksInCareOfDetail/PhoneNum06164031564
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015115 9 MILE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kaleva
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049645
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014867
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6306
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0396033
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0377
IRS990EZ/LandAndBuildingsGrp/BOYAmt0120000
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0396033
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0396033
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0148702
IRS990EZ/OccupancyRentUtltsAndMaintAmt012692
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNTHIA ASIALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA ASIALA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GEORGIA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTINE FLAHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAMELA BAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENNIS RISSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALIN KUUTTILA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARGARET JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0265000
IRS990EZ/OtherChangesInNetAssetsAmt0-255000
IRS990EZ/OtherExpensesTotalAmt07539
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE THE HERITAGE AND HISTORY OF FAMILY, CHURCH AND COMMUNITY OF KALEVA MICHIGAN
IRS990EZ/PrintingPublicationsPostageAmt01319
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PRESERVE THE HERITAGE AND HISTORY OF FAMILY, CHURCH AND COMMUNITY OF KALEVA MICHIGAN
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021550
IRS990EZ/TotalRevenueAmt015244
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KALEVAMICHIGAN.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0289419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0399611
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0399611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024867
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025807
IRS990ScheduleA/Total509Grp/TotalAmt0399611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024867
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025807
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING AND MARKETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR BEQUEST BAL $255000 TRANSFERRED TO MANISTEE COUNTY COMM FOUNDATION HAS BECOME THEIR ASSET AND REPORTED ON THEIR 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22022 BEQUEST OF 265,000 - $10,000 WAS TRANSFERRED TO MAIN ACCOUNT AND $255,000 TRANSFERRED TO MANISTEE CO COMM FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 1 LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PG 2 PART II
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA ASIALA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02312994484
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KALEVA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0KALE
ReturnHeader/Filer/EIN0382133617
ReturnHeader/Filer/PhoneNum02312994484
ReturnHeader/Filer/USAddress/AddressLine1Txt014551 WUOSKI AVE
ReturnHeader/Filer/USAddress/CityNm0KALEVA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049645
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461103824
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0497 E PARKDALE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANISTEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049660
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Jankwietz
ReturnHeader/ReturnTs02024-05-15T19:47:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYNTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASIALA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings