LAKESIDE HERITAGE SOCIETY INC

EIN: 341372890 501(c)(3)

LAKESIDE, OH

Total Revenue
$269,524
Total Expenses
$163,036
Total Assets
$1,004,963
Net Assets
$1,004,963
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
OH
Principal Officer
KATHY VENEMA
Phone
4197985519
Tax Period
2024-09-01 to 2025-08-31

LAKESIDE HERITAGE SOCIETY INC, founded in 1991, is a small nonprofit that reported $270K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 40% operating margin.

Mission

TO PRESERVE, PROMOTE AND ADVANCE HISTORY OF LAKESIDE, MARBLEHEAD PENINSULA AND THE CHAUTAUQUA MOVEMENT IN AMERICA, AND TO BECOME A PREMIER PUBLIC RESOURCE FOR THAT HISTORY.

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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 $179,210
Program Service Revenue $2,080
Investment Income $6,342
Other Revenue $81,892
TOTAL REVENUE $269,524

Expense Breakdown

Grants Paid $0
Salaries & Benefits $65,516
Fundraising Expenses $0
Program Expenses $163,036
Other Expenses $97,520
TOTAL EXPENSES $163,036

Year-over-Year Comparison

2024 2023 Change
Revenue $269,524 $160,243 +0.7%
Expenses $163,036 $121,887 +0.3%
Net Income $106,488 $38,356 +1.8%
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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
3
Volunteers
25

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
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE BEMILLER BOARD MEMBER N/A
Director
$0 $0 $0
GRETA BEMILLER BOARD MEMBER N/A
Director
$0 $0 $0
SALLY DEPERRO SECRETARY N/A
Officer Director
$0 $0 $0
JIM HEIKES BOARD MEMBER N/A
Director
$0 $0 $0
DEAN FICK VICE PRESIDE N/A
Officer Director
$0 $0 $0
CINDY KNEPP BOARD MEMBER N/A
Director
$0 $0 $0
KATHY VENEMA PRESIDENT N/A
Officer Director
$0 $0 $0
FRANK BAKER BOARD MEMBER N/A
Director
$0 $0 $0
STEPHANIE LEFFLER BOARD MEMBER N/A
Director
$0 $0 $0
CINDY GRIMM BOARD MEMBER N/A
Director
$0 $0 $0
KEN FOY BOARD MEMBER N/A
Officer Director
$0 $0 $0
DEBBIE HEIBERT BOARD MEMBER N/A
Director
$0 $0 $0
JAMES HILT BOARD MEMBER N/A
Director
$0 $0 $0
PHIL DALE BOARD MEMBER N/A
Director
$0 $0 $0
AL HOLLAND BOARD MEMBER N/A
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 $269,524 $163,036 $1,004,963 $106,488
2024 $160,243 $121,887 $875,524 $38,356
2023 $124,563 $139,071 $789,936 $-14,508
2022 $143,158 $116,432 $783,611 $26,726
2021 $94,663 $86,719 $775,524 $7,944
2020 $98,284 $52,535 $741,366 $45,749
2019 $148,921 $55,514 $675,429 $93,407
2018 $97,475 $56,047 $579,166 $41,428
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