Civic Intelligence

Lake Geneva Heritage Center

EIN 45-1995192 • 501(c)3 • Lake Geneva, WI

Profile

Preserve, advance and disseminate knowledge of the heritage, especially the maritime heritage, of lake geneva, wisconsin.

W3170 S Lakeshore DriveLake Geneva, WI 53147
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$433,366

Up $189,606 (+78%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$433,366

Up $189,606 (+78%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin97th percentile

Revenue

Down

$210,967

Down $39,033 (-16%) from 2017

Expenses

Up

$25,450

Up $19,210 (+308%) from 2017

Net Income

Down

$185,517

Down $58,243 (-24%) from 2017

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2017: $243,760Liabilities 2017: $0Net Assets 2017: $243,7602017Assets 2023: $433,366Liabilities 2023: $0Net Assets 2023: $433,3662023

Highlighted filing

2023

Assets$433,366
Liabilities$0
Net Assets$433,366
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2017: $250,000Expenses 2017: $6,240Net Income 2017: $243,7602017Revenue 2023: $210,967Expenses 2023: $25,450Net Income 2023: $185,5172023

Highlighted filing

2023

Revenue$210,967
Expenses$25,450
Net Income$185,517
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,366
Liabilities
$0
Net assets
$433,366
Revenue
$210,967
Expenses
$25,450
Net income
$185,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$2.11$0.25$1.86
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$2.50$0.06$2.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$210,967
Mission and Program Overview

Mission

The mission of the lake geneva heritage center is exclusively charitable, educational, and scientific, and shall be to preserve, advance, and disseminate in the manner hereinafter prescribed, knowledge of the heritage, especially the maritime heritage, of lake geneva, wisconsin.

Preserve, advance and disseminate knowledge of the heritage, especially the maritime heritage, of lake geneva, wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$198,243$226,813▲ $28,570
Cash and Non-Interest-Bearing Accounts$34,200$206,553▲ $172,353
Total Assets$232,443$433,366▲ $200,923
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$232,443$433,366▲ $200,923
Total Net Assets Fund Balance$232,443$433,366▲ $200,923
Total Liabilities and Net Assets / Fund Balance$232,443$433,366▲ $200,923
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Larry LarkinPresident
Karl OtzenDirector
Susan ClareDirector
Charles ColmanSECRETARY\TREASURER
Revenue and Support

Revenue Composition

Contributions and Grants
$24,300
Program Service Revenue
$0
Investment Income
$13,165
Other Revenue
$173,502
All Other Contributions
$24,300
Change in Net Assets
$185,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$10,950--$10,950
Fees for Services Other-$7,780-$7,780
Fees for Services Legal-$6,720-$6,720
Total Functional Expenses$10,950$14,500$0$25,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The board reviews the 990 prior to submission”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lake Geneva Heritage Center
EIN
45-1995192
Phone
2622482569
Address
W3170 S LAKESHORE DRIVE, LAKE GENEVA, WI 53147

Signing Officer

Name
Larry Larkin
Title
President
Phone
2622482569
Signed
2024-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Larkin
Formed
2011
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Chamberlain Otte Cpas Llp
Address
421 BROAD ST SUITE 100, LAKE GENEVA, WI 53147
Preparer
Jon S Chamberlain CPA
Phone
2622491100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Appraiser: program service expenses 0. Management and general expenses 500. Fundraising expenses 0. Total expenses 500. Planner: program service expenses 0. Management and general expenses 7,280. Fundraising expenses 0. Total expenses 7,280.”

Raw XML Appendix294 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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ReturnHeader/TaxPeriodEndDt02023-12-31
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