OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY

EIN: 237420760 501(c)(3)

Hart, MI

Total Revenue
$105,241
Total Expenses
$74,385
Total Assets
$624,247
Net Assets
$624,247
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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
MI
Principal Officer
Walter Urick
Phone
2318732600
Tax Period
2024-07-01 to 2025-06-30

OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY, founded in 1967, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 29% operating margin.

Mission

Collect, preserve & disseminate Oceana County History.

Program Service Accomplishments

Program 1
Expenses: $14,062 Revenue: $0

Operated a research center/headquarters building in Hart, Michigan which collects and preserves historical records and documents including genealogical records; Researches and answers requests from...

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Operated a research center/headquarters building in Hart, Michigan which collects and preserves historical records and documents including genealogical records; Researches and answers requests from public; Conducts Tours of Building; Approximately 265 persons served

Program 2
Expenses: $13,310 Revenue: $0

Operated a Historical Park in Mears, Michigan consisting of 9 buildings; Acquired and preserved historical artifacts; Held Open-Houses at the Historical Park and conducted tours of the buildings...

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Operated a Historical Park in Mears, Michigan consisting of 9 buildings; Acquired and preserved historical artifacts; Held Open-Houses at the Historical Park and conducted tours of the buildings; Approximately 600 persons were served

Program 3
Expenses: $1,950 Revenue: $0

Published Oceana History articles in local newspapers and in its Quarterly Newsletter. Approximately 14,000 persons were able to view these publications. Also produced video of activities that was...

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Published Oceana History articles in local newspapers and in its Quarterly Newsletter. Approximately 14,000 persons were able to view these publications. Also produced video of activities that was viewed on website and social media. These advertising activities exposed the Society to approximately an additional 10,000 people.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $102,111
Program Service Revenue $1,950
Investment Income $630
Other Revenue $550
TOTAL REVENUE $105,241

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $29,322
Other Expenses $74,385
TOTAL EXPENSES $74,385

Year-over-Year Comparison

2024 2023 Change
Revenue $105,241 $182,478 -0.4%
Expenses $74,385 $75,624 0.0%
Net Income $30,856 $106,854 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
N/A
Volunteers
28

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Paul Erickson President 6
Officer Director
$0 $0 $0
Carl Wiegand Vice-President 5
Officer Director
$0 $0 $0
Sharon Hallack Recording Secretary 8
Officer Director
$0 $0 $0
Amanda Dodge Corresponding Secretary 1
Officer Director
$0 $0 $0
Dennis Gale Treasurer 5
Officer Director
$0 $0 $0
Walter Urick Past President 3
Officer Director
$0 $0 $0
Tina Kinsley Board Member 4
Director
$0 $0 $0
Karen Urick Board Member 6
Director
$0 $0 $0
Dean Gentel Board Member 2
Director
$0 $0 $0
Ron Rash Board Member 2
Director
$0 $0 $0
Larry Osborne Board Member 2
Director
$0 $0 $0
Jeff Lathers Board Member 4
Director
$0 $0 $0
Mort Wiegand Board Member 4
Director
$0 $0 $0
Georgia Dennison Board Member 2
Director
$0 $0 $0
Brad Moul Board Member 2
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $105,241 $74,385 $624,247 $30,856
2024 $182,478 $75,624 $593,391 $106,854
2019 $16,625 $44,097 $517,313 $-27,472
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