THE LAKE TOWNSHIP HISTORICAL SOCIETY

EIN: 341816350 501(c)(3) Arts, Culture & Humanities

UNIONTOWN, OH

Total Revenue
$268,810
Total Expenses
$14,142
Total Assets
$510,124
Net Assets
$510,124
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
OH
Principal Officer
SHELLY QUINN
Phone
3306996929
Tax Period
2023-01-01 to 2023-12-31

THE LAKE TOWNSHIP HISTORICAL SOCIETY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $269K in total revenue in fiscal year 2023. Revenue surged 1368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $255K, a strong 95% operating margin.

Mission

OUR MISSION IS TO PRESERVE THIS HISTORY OF LAKE TOWNSHIP THROUGH THE COLLECTING AND DISPLAYING HISTORICAL ARTIFACTS. WE ALSO SPONSOR PROGRAMS ON HISTORICAL ASPECTS OF THE TOWNSHIP.

Program Service Accomplishments

Program 1
Expenses: $8,976 Revenue: $16,746

DEVELOP PROCEDURES AND POLICIES FOR ACQUIRING, ACCEPTING, HANDLING, CATEGORIZING, DISPLAYING, AND PRESERVING HISTORICAL ARTIFACTS AND ITEMS (ESPECIALLY THOSE RELATED TO LAKE TPWNSHIP). IN ADDITION TO...

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DEVELOP PROCEDURES AND POLICIES FOR ACQUIRING, ACCEPTING, HANDLING, CATEGORIZING, DISPLAYING, AND PRESERVING HISTORICAL ARTIFACTS AND ITEMS (ESPECIALLY THOSE RELATED TO LAKE TPWNSHIP). IN ADDITION TO MAINTAINING A SMALL MUSEUM, THE LAKE TOWNSHIP HISTORICAL SOCIETY ALSO MAINTAINS A HISTORICAL ONE ROOM SCHOOL HOUSE. BOTH THE MUSEUM AND THE SCHOOL HOUSE ARE OPEN TO THE PUBLIC FREE OF CHARGE. OTHER TOURS AND PROGRAMS ARE SET UP FOR GROUPS UPON REQUEST.

Program 2

ORGANIZE AND PRESENT TWO OR THREE "FIRESIDE CHATS" EACH CALENDAR YEAR. THESE ARE FREE OF CHARGE TO THE PUBLIC. THE CHATS ARE INFORMATIONAL IN NATURE AND BASED ON THE HISTORY OF LAKE TOWNSHIP. VARIOUS...

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ORGANIZE AND PRESENT TWO OR THREE "FIRESIDE CHATS" EACH CALENDAR YEAR. THESE ARE FREE OF CHARGE TO THE PUBLIC. THE CHATS ARE INFORMATIONAL IN NATURE AND BASED ON THE HISTORY OF LAKE TOWNSHIP. VARIOUS SPEAKERS ARE INVOLVED. ARTIFACTS RELEVANT TO THE PRESENTATION ARE USUALLY DISPLAYED. AT TIMES A HOME TOUR IS SPONSORED IN PLACE OF A CHAT. IN THE PAST THESE TOURS HAVE INVOLVED HISTORICAL HOMES, BUILDINGS, BARNS, AND CHURCHES.

Program 3

A NEWSLETTER IS PUBLISHED SEVERAL TIMES A YEAR TO PROMOTE THE ORGANIZATION'S PROGRAMS, PROJECTS, AND PURPOSE TO THE LAKE TOWNSHIP POPULATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $251,180
Program Service Revenue $16,746
Investment Income $884
Other Revenue $0
TOTAL REVENUE $268,810

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $5,166
Program Expenses $8,976
Other Expenses $14,142
TOTAL EXPENSES $14,142

Year-over-Year Comparison

2023 2022 Change
Revenue $268,810 $18,315 +13.7%
Expenses $14,142 $15,937 -0.1%
Net Income $254,668 $2,378 +106.1%
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
12
Independent Members
12
Employees
N/A
Volunteers
20

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
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNA HALL TRUSTEE 4.00
Director
$0 $0 $0
MARTHA MERTZ TRUSTEE 3.00
Director
$0 $0 $0
NATE MILLER TRUSTEE 3.00
Director
$0 $0 $0
LEXI PERSON TRUSTEE 4.00
Director
$0 $0 $0
RUTH STURGILL TRUSTEE 6.00
Director
$0 $0 $0
SANDI COSTILL TREASURER 5.00
Officer
$0 $0 $0
GARY HALL VICE-PRESIDE 3.00
Officer
$0 $0 $0
SHELLY QUINN PRESIDENT 6.00
Officer
$0 $0 $0
JAMES TAWNEY ASSISTANT TR 3.00
Officer
$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
2023 $268,810 $14,142 $510,124 $254,668
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