Civic Intelligence

Lakewood Historical Society

EIN 91-1931462 • 501(c)3 • Lakewood, WA

Profile

History collection/displays, preservation & education.

PO Box 98014Lakewood, WA 98496

www.lakewoodhistoricla.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

34th percentile

-6.7%

Higher net margin than 34% 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

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,662

Down $3,907 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$21,662

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin34th percentile

Revenue

Up

$58,109

Up $17,078 (+42%) from 2023

Expenses

Up

$62,016

Up $22,997 (+59%) from 2023

Net Income

Down

-$3,907

Down $5,919 (-294%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$40K$30K$20K$10K$0Assets 2011: $22,432Liabilities 2011: $02011Assets 2012: $11,538Liabilities 2012: $02012Assets 2013: $13,899Liabilities 2013: $02013Assets 2014: $22,660Liabilities 2014: $02014Assets 2015: $34,459Liabilities 2015: $02015Assets 2016: $24,676Liabilities 2016: $02016Assets 2017: $36,010Liabilities 2017: $02017Assets 2018: $33,937Liabilities 2018: $02018Assets 2019: $8,424Liabilities 2019: $0Net Assets 2019: $8,4242019Assets 2020: $12,090Liabilities 2020: $0Net Assets 2020: $12,0902020Assets 2021: $21,412Liabilities 2021: $0Net Assets 2021: $21,4122021Assets 2022: $23,557Liabilities 2022: $02022Assets 2023: $25,569Liabilities 2023: $02023Assets 2024: $21,662Liabilities 2024: $0Net Assets 2024: $21,6622024

Highlighted filing

2024

Assets$21,662
Liabilities$0
Net Assets$21,662
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $69,678Expenses 2011: $61,121Net Income 2011: $8,5572011Revenue 2012: $61,631Expenses 2012: $72,526Net Income 2012: -$10,8952012Revenue 2013: $70,519Expenses 2013: $68,158Net Income 2013: $2,3612013Revenue 2014: $80,963Expenses 2014: $72,202Net Income 2014: $8,7612014Revenue 2015: $75,877Expenses 2015: $64,078Net Income 2015: $11,7992015Revenue 2016: $71,065Expenses 2016: $80,848Net Income 2016: -$9,7832016Revenue 2017: $73,816Expenses 2017: $62,482Net Income 2017: $11,3342017Revenue 2018: $115,680Expenses 2018: $59,913Net Income 2018: $55,7672018Revenue 2019: $50,811Expenses 2019: $65,511Net Income 2019: -$14,7002019Revenue 2020: $62,415Expenses 2020: $58,749Net Income 2020: $3,6662020Revenue 2021: $58,148Expenses 2021: $48,826Net Income 2021: $9,3222021Revenue 2022: $46,419Expenses 2022: $44,274Net Income 2022: $2,1452022Revenue 2023: $41,031Expenses 2023: $39,019Net Income 2023: $2,0122023Revenue 2024: $58,109Expenses 2024: $62,016Net Income 2024: -$3,9072024

Highlighted filing

2024

Revenue$58,109
Expenses$62,016
Net Income-$3,907
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,662
Liabilities
$0
Net assets
$21,662
Revenue
$58,109
Expenses
$62,016
Net income
-$3,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.58$0.62$0.04
2023Summary only. Only limited summary data is available for this year.$0.26$0.00$0.41$0.39$0.02
2022Summary only. Only limited summary data is available for this year.$0.24$0.00$0.46$0.44$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.58$0.49$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.62$0.59$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.51$0.66$0.15
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$1.16$0.60$0.56
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$0.74$0.62$0.11
2016Summary only. Only limited summary data is available for this year.$0.25$0.00$0.71$0.81$0.10
2015Summary only. Only limited summary data is available for this year.$0.34$0.00$0.76$0.64$0.12
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.81$0.72$0.09
2013Summary only. Only limited summary data is available for this year.$0.14$0.00$0.71$0.68$0.02
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.62$0.73$0.11
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.70$0.61$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$58,109
Mission and Program Overview

Mission

History collection/displays, preservation & education.

Program Services

DescriptionGrantsExpenses
HISTORY MUSEUM - THE LAKEWOOD HISTORICAL SOCIETY OPENED THE MUSEUM IN HISTORIC LAKEWOOD COLONIAL CENTER IN 2006. WORK IN MAINTENANCE/OPERATIONS OF THE MUSEUM; COLLECTIONS AND EDUCATIONAL DISPLAYS ARE CONTINUING WITH SUPPORT OF PROFESSIONAL MUSEUM CONSULTANTS AND GRAPHIC DESIGN SERVICES.$0$0
MARKETING, PUBLICITY AND ADVERTISING - PROGRAMS ON LOCAL HISTORY WERE PRESENTED DURING THE YEAR FOR THE EDUCATION AND ENJOYMENT OF THE MEMBERSHIP AND COMMUNITY. MARKETING AND PUBLICITY OF SOCIETY EVENTS, PROGRAMS AND MUSEUM EXHIBITS WERE PUBLISHED ON A REGULAR BASIS.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL BORGERTDirector-$0--
JOHN BURTONDirector-$0--
KRIS KAUFFMANDirector-$0--
GLEN SPIETHDirector-$0--
LINDA WORKDirector-$0--
DANIELLE SHARPDirector-$0--
BECKY HUBERPast President-$0--
SUE SCOTTSecretaryPT$0--
ED VOIEVice-PresidentPT$0--
PHIL RASCHKEPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Lakewood Historical Society
EIN
91-1931462
Phone
2536823480
Address
PO BOX 98014, LAKEWOOD, WA 98496

Signing Officer

Name
Sue Scott
Title
Secretary
Phone
2536823480
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Stone & Pagano Ps
Address
1501 REGENTS BLVD SUITE 100, FIRCREST, WA 98466
Preparer
Dean E Koch
Phone
2535667070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: operatons and administration. Amount: 4,396. Description: insurance. Amount: 2,032. Description: website hosting/maintenance. Amount: 887. Total to form 990-ez, line 16: 7,315.”

Raw XML Appendix188 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/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07315
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0HISTORY COLLECTION/DISPLAYS, PRESERVATION & EDUCATION.
IRS990EZ/PrintingPublicationsPostageAmt06502
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OPERATONS AND ADMINISTRATION. AMOUNT: 4,396. DESCRIPTION: INSURANCE. AMOUNT: 2,032. DESCRIPTION: WEBSITE HOSTING/MAINTENANCE. AMOUNT: 887. TOTAL TO FORM 990-EZ, LINE 16: 7,315.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535667070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN E KOCH
ReturnHeader/ReturnTs02025-11-17T17:36:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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