Kelleys Island Historical Assoc Inc

EIN: 341329728 501(c)(3)

Kelleys Island, OH

Total Revenue
$74,588
Total Expenses
$102,836
Total Assets
$739,877
Net Assets
$739,877
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
OH
Principal Officer
Justiina Loveless
Phone
4197462399
Tax Period
2024-11-01 to 2025-10-31

Kelleys Island Historical Assoc Inc, founded in 1986, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $103K exceeded revenue, resulting in a 38% operating deficit.

Mission

Maintenance of historical property and display of historical artifacts.

Program Service Accomplishments

Program 1
Expenses: $102,836 Revenue: $84,526

Restoration and maintenance of the German Reformed Church (historic property) and related artifacts that have historic value for residents and visitors to Kelleys Island.

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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 $30,024
Program Service Revenue $0
Investment Income $0
Other Revenue $44,564
TOTAL REVENUE $74,588

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $102,836
Other Expenses $102,836
TOTAL EXPENSES $102,836

Year-over-Year Comparison

2024 2023 Change
Revenue $74,588 $59,491 +0.3%
Expenses $102,836 $96,421 +0.1%
Net Income $-28,248 $-36,930 -0.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
10

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
4
$10,800
Total Directors
8
$10,800
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Justiina Loveless President 4.00
Officer Director
$10,800 $0 $10,800
Jackie Polofka Board Member 1.00
Director
$0 $0 $0
Donna Algase Secretary 3.00
Officer Director
$0 $0 $0
Chad Waffen Board Member 2.00
Director
$0 $0 $0
Lisa Lotito Vice President 4.00
Officer Director
$0 $0 $0
Teri Betzenheimer Board Member 3.00
Director
$0 $0 $0
Nancy Olwell Board Member 3.00
Director
$0 $0 $0
Michael Beatty Treasurer 1.00
Officer 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 $74,588 $102,836 $739,877 $-28,248
2024 $59,491 $96,421 $710,196 $-36,930
2023 $73,458 $85,680 $655,177 $-12,222
2022 $68,305 $97,159 $665,970 $-28,854
2021 $83,480 $65,352 $761,838 $18,128
2020 $51,919 $50,815 $634,973 $1,104
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