BEAVER ISLAND HISTORICAL SOCIETY OF MICHIGAN

EIN: 386087750 501(c)(3) Arts, Culture & Humanities

BEAVER ISLAND, MI

Total Revenue
$347,091
Total Expenses
$356,096
Total Assets
$1,023,088
Net Assets
$950,988
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
MI
Principal Officer
ANGELA LEFEVRE-WELKE
Phone
2314482254
Tax Period
2023-11-01 to 2024-10-31

BEAVER ISLAND HISTORICAL SOCIETY OF MICHIGAN, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $347K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $951K represent 33 months of operating reserves.

Mission

PRESERVING AND SHARING THE UNIQUE HISTORY OF BEAVER ISLAND AND THE ARCHIPELAGO, THE BEAVER ISLAND HISTORICAL SOCIETY WAS FOUNDED IN 1957 TO COLLECT AND SHARE THE FASCINATING HISTORY OF BEAVER ISLAND. A REMOTE ISLAND IN LAKE MICHIGAN, IT HAS WITNESSED MANY INTERESTING AND UNIQUE HISTORICAL EVENTS, AND HAS BEEN HOME TO VARIOUS GROUPS INCLUDING NATIVE AMERICANS, A MORMON BRANCH KNOWN AS THE STRANGITES, IRISH IMMIGRANTS, FISHERMAN, LUMBERJACKS, AND MANY MORE. THE HISTORICAL SOCIETY CURRENTLY OPERATES TWO MUSEUMS ON THE ISLAND, THE PRINT SHOP MUSEUM AND THE MARINE MUSEUM, AS WELL AS TWO ADDITIONAL HISTORICAL SITES, HERITAGE PARK AND THE PROTAR HOME. WE OFFER SEVERAL RESOURCES AND SERVICES TO OUR VISITORS, INCLUDING GENEALOGICAL RESEARCH, COPIES OF ARCHIVAL PHOTOS, AND SERIES OF HISTORICAL JOURNALS AND OTHER BOOKS FOR PURCHASE. ADDITIONALLY, WE HOST MANY EVENTS THROUGHOUT THE YEAR TO PROMOTE THE ISLAND'S 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 (2023)

Revenue Breakdown

Contributions & Grants $247,217
Program Service Revenue $4,576
Investment Income $408
Other Revenue $94,890
TOTAL REVENUE $347,091

Expense Breakdown

Grants Paid $0
Salaries & Benefits $158,646
Fundraising Expenses $11,554
Program Expenses $228,938
Other Expenses $197,450
TOTAL EXPENSES $356,096

Year-over-Year Comparison

2023 2022 Change
Revenue $347,091 $262,818 +0.3%
Expenses $356,096 $326,793 +0.1%
Net Income $-9,005 $-63,975 -0.9%
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
8
Independent Members
8
Employees
9
Volunteers
65

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
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGELA LEFEVRE-WELKE PRESIDENT 2.00
Officer Director
$0 $0 $0
TRACY PAQUIN VICE-PRESIDE 2.00
Officer Director
$0 $0 $0
SUE SCREVEN SECRETARY 2.00
Officer Director
$0 $0 $0
JACQUE LAFRENIERE TREASURER N/A
Officer Director
$0 $0 $0
GEORGE BRODER TRUSTEE 2.00
Director
$0 $0 $0
ALAN VICSTEIN TRUSTEE 2.00
Director
$0 $0 $0
CRAIG TURNBALL TRUSTEE 2.00
Director
$0 $0 $0
KIM BOUSQUET TRUSTEE 2.00
Director
$0 $0 $0
JOE CALLIAN TRUSTEE 2.00
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 No data No data No data No data
2024 $347,091 $356,096 $1,023,088 $-9,005
2023 $262,110 $326,793 $1,029,065 $-64,683
2023 $262,110 $326,793 $1,054,659 $-64,683
2022 $227,801 $174,261 $1,087,623 $53,540
2021 $233,154 $260,628 $1,024,485 $-27,474
2020 $212,289 $128,530 $1,065,872 $83,759
2019 $122,441 $121,778 $906,742 $663
2018 $128,245 $90,599 $906,313 $37,646
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