Nonprofit · EIN 34-1372890
LAKESIDE HERITAGE SOCIETY INC
Tax-exempt · LAKESIDE, OH 43440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $269,524 | $163,036 | $106,488 | $1,004,963 | $0 | $1,004,963 |
| August 31, 2024 | 990 | $160,243 | $121,887 | $38,356 | $875,524 | $0 | $875,524 |
| August 31, 2023 | 990 | $124,563 | $139,071 | -$14,508 | $789,936 | $0 | $789,936 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $179,210
- of which government grants
- $2,420
- Membership dues
- $21,199
- Program service revenue
- $2,080
- Investment income
- $6,342
- Net income from fundraising events
- $80,538
- Net income from sales of inventory
- $1,354
- Other revenue
- $81,892
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $54,284
- Salaries, compensation and benefits (total)
- $65,516
- Professional fundraising fees
- $0
- Occupancy
- $28,079
- Depreciation
- $19,101
- Program services (functional)
- $163,036
Balance sheet and other
- Total assets, start of year
- $875,524
- Total assets, end of year
- $1,004,963
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,004,963
- Land, buildings and equipment
- $419,045
- Publicly traded securities
- $475,949
- Gross receipts
- $280,780
- Employees
- 3
- Volunteers
- 25
- Year formed
- 1991
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BEMILLER | BOARD MEMBER Trustee or director | – | $0 |
| GRETA BEMILLER | BOARD MEMBER Trustee or director | – | $0 |
| SALLY DEPERRO | SECRETARY Trustee or director, Officer | – | $0 |
| JIM HEIKES | BOARD MEMBER Trustee or director | – | $0 |
| DEAN FICK | VICE PRESIDE Trustee or director, Officer | – | $0 |
| CINDY KNEPP | BOARD MEMBER Trustee or director | – | $0 |
| KATHY VENEMA | PRESIDENT Trustee or director, Officer | – | $0 |
| FRANK BAKER | BOARD MEMBER Trustee or director | – | $0 |
| STEPHANIE LEFFLER | BOARD MEMBER Trustee or director | – | $0 |
| CINDY GRIMM | BOARD MEMBER Trustee or director | – | $0 |
| KEN FOY | BOARD MEMBER Trustee or director, Officer | – | $0 |
| DEBBIE HEIBERT | BOARD MEMBER Trustee or director | – | $0 |
| JAMES HILT | BOARD MEMBER Trustee or director | – | $0 |
| PHIL DALE | BOARD MEMBER Trustee or director | – | $0 |
| AL HOLLAND | BOARD MEMBER Trustee or director | – | $0 |
990 for the year ended August 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BEMILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| GRETA BEMILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| SALLY DEPERRO | SECRETARY Trustee or director, Officer | 1 | $0 |
| JIM HEIKES | BOARD MEMBER Trustee or director | 1 | $0 |
| DEAN FICK | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| CINDY KNEPP | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY VENEMA | PRESIDENT Trustee or director, Officer | 15 | $0 |
| FRANK BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE LEFFLER | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE BOLING | BOARD MEMBER Trustee or director | 1 | $0 |
| GRETCHEN CURTIS | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDY GRIMM | BOARD MEMBER Trustee or director | 15 | $0 |
| KEN FOY | TREASURER Trustee or director | 10 | $0 |
| DEBBIE HEIBERT | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES HILT | BOARD MEMBER Trustee or director | 1 | $0 |
| PHIL DALE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BEMILLER | BOARD MEMBER Trustee or director | 5 | $0 |
| GRETA BEMILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN STARCHER | BOARD MEMBER Trustee or director | – | $0 |
| SALLY DEPERRO | SECRETARY Trustee or director, Officer | 2 | $0 |
| JIM HEIKES | BOARD MEMBER Trustee or director | – | $0 |
| DEAN FICK | VICE PRESIDE Trustee or director, Officer | 4 | $0 |
| RICH KELMER | TREASURER Trustee or director, Officer | – | $0 |
| CAITLIN FRITZ | BOARD MEMBER Trustee or director | – | $0 |
| CINDY KNEPP | BOARD MEMBER Trustee or director | – | $0 |
| KATHY VENEMA | PRESIDENT Trustee or director, Officer | – | $0 |
| FRANK BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE LEFFLER | BOARD MEMBER Trustee or director | – | $0 |
| DAVE BOLING | BOARD MEMBER Trustee or director | 4 | $0 |
| GRETCHEN CURTIS | BOARD MEMBER Trustee or director | 5 | $0 |
| CINDY GRIMM | BOARD MEMBER Trustee or director | 5 | $0 |
| POLLIE MILLER | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 210 WALNUT AVE, LAKESIDE, OH 43440-1463
- Mailing address (990-N for 2012)
- 238 Maple Ave, Lakeside OH 43440
- Principal officer (990 for 2024)
- KATHY VENEMA, 210 WALNUT AVE, LAKESIDE, OH 43440
- Principal officer (990-N for 2012)
- Carol Morgan, 1305 E 4th St, Lakeside OH 43440
- Signed the 990
- KATHY VENEMA, PRESIDENT
- Phone
- (419) 798-5519
- Return prepared by
- NICHOLS & COMPANY CPAS
Mission
PRESERVE, PROMOTE AND ADVANCE HISTORY OF LAKESIDE, MARBLEHEAD PENNINSULA AND THE CHAUTAUQUA MOVEMENT IN AMERICA.
Program accomplishments
- OPERATE THE HERITAGE HALL MUSEUM AND PROVIDE VARIOUS EDUCATIONAL PROGRAMS TO THE SURROUNDING COMMUNITY, INCLUDING A SUNDAY LECTURE SERIES, WEEKLY SEMINARS, WALKING TOURS, AND CLASSES ON VARIOUS MARBLEHEAD PENINISULA HISTORIC TOPICS FOR ELEMENTARY SCHOOLS STUDENTS STUDYING OHIO HISTORY.Expenses $163,036 · revenue $2,080
- OPERATE THE HERITAGE HALL MUSEUM AND PROVIDE VARIOUS EDUCATIONAL PROGRAMS TO THE SURROUNDING COMMUNITY, INCLUDING A SUNDAY LECTURE SERIES, WEEKLY SEMINARS, WALKING TOURS, AND CLASSES ON VARIOUS MARBLEHEAD PENINISULA HISTORIC TOPICS FOR ELEMENTARY SCHOOLS STUDENTS STUDYING OHIO HISTORY.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 34-1372890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,004,963
- Income (IRS master file)
- $280,780
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $269,524 | $163,036 | $1,004,963 | XML |
| 990 | August 2024 | $160,243 | $121,887 | $875,524 | XML |
| 990 | August 2023 | $124,563 | $139,071 | $789,936 | XML |
| 990 | August 2022 | $143,158 | $116,432 | $783,611 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Carol Morgan | August 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1372890).
Questions about LAKESIDE HERITAGE SOCIETY INC
- What is the EIN of LAKESIDE HERITAGE SOCIETY INC?
- The employer identification number (EIN) of LAKESIDE HERITAGE SOCIETY INC is 34-1372890.
- Is LAKESIDE HERITAGE SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to LAKESIDE HERITAGE SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKESIDE HERITAGE SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKESIDE HERITAGE SOCIETY INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKESIDE HERITAGE SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of LAKESIDE HERITAGE SOCIETY INC?
- The 990 for the year ended August 31, 2025 names KATHY VENEMA.
- Who are the officers and directors of LAKESIDE HERITAGE SOCIETY INC?
- The 990 for the year ended August 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does LAKESIDE HERITAGE SOCIETY INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $269,524, expenses of $163,036 and total assets of $1,004,963 at year end.
Other nonprofits in LAKESIDE
- OTTERBEIN NORTH SHORE EIN 34-1743836 · last filed 990 for 2024
- LAKESIDE CHAUTAUQUA FOUNDATION EIN 20-4072755 · last filed 990 for 2025
- GRAVES REGISTRATION & MEMORIAL ACTIVITIES EIN 42-1755774 · last filed 990-N for 2025
- THE DANBURY TOWNSHIP VOLUNTEER FIRE FIGHTERS ASSOCIATION INC EIN 31-1261043 · last filed 990-N for 2024
- LAKESIDE WOMENS CLUB EIN 31-1555369 · last filed 990-N for 2025
- COMMUNITY CHURCH OF STRAUSE LANE EIN 34-1538622