Skip to main content

Nonprofit · EIN 34-6556203

LAKEWOOD HISTORICAL SOCIETY

Tax-exempt · LAKEWOOD, OH 44107

Financials

$118K$65K2022$212K$165K2023$250K$186K2024
Revenue Expenses · by fiscal year end
Financials of LAKEWOOD HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$249,834$185,770$64,064$1,041,875$8,566$1,033,309
May 31, 2024990$212,482$165,027$47,455$955,348$6,339$949,009
May 31, 2023990$118,046$64,556$53,490$860,713$2,264$858,449
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$193,252
of which government grants
$4,060
Membership dues
$10,499
Program service revenue
$12,696
Investment income
$38,294
Net rental income
$4,115
Other revenue
$5,592

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$67,600
Other salaries and wages
$20,827
Salaries, compensation and benefits (total)
$111,331
Professional fundraising fees
$0
Accounting fees
$10,951
Occupancy
$26,714
Depreciation
$5,122
Program services (functional)
$118,213
Management and general (functional)
$49,039
Fundraising (functional)
$18,518

Balance sheet and other

Total assets, start of year
$955,348
Total assets, end of year
$1,041,875
Total liabilities, end of year
$8,566
Net assets, end of year
$1,033,309
Land, buildings and equipment
$241,535
Publicly traded securities
$771,956
Net assets without donor restrictions
$683,784
Net assets with donor restrictions
$349,525
Gross receipts
$277,069
Employees
2
Volunteers
50
Year formed
1952
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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT SHIMPEXECUTIVE DI
Officer
40$67,600
MARK STOCKMANPRESIDENT
Trustee or director, Officer
8$0
JIM ROBINSON1ST VP
Trustee or director, Officer
6$0
AMY CHODZIN2ND VP
Trustee or director, Officer
4$0
KRISTINE ADAMSTREASURER
Trustee or director, Officer
6$0
ANNE SCHLECKMANSECRETARY
Trustee or director, Officer
4$0
LINDA BARBERODIRECTOR
Trustee or director
2$0
RANDY BISHOPDIRECTOR
Trustee or director
6$0
KATHY HABERDIRECTOR
Trustee or director
6$0
NORINE PRIMDIRECTOR
Trustee or director
10$0
TISH MARSHALLDIRECTOR
Trustee or director
2$0
JULIE WARRENDIRECTOR
Trustee or director
2$0
990 for the year ended May 31, 2024: 13 people
NameTitleHours / weekCompensation
KRISTINE ADAMSTREASURER
Trustee or director, Officer
6$0
LINDA BARBEROTRUSTEE
Trustee or director
2$0
RANDY BISHOPTRUSTEE
Trustee or director
6$0
AMY CHODZINTRUSTEE
Trustee or director
4$0
KATHY HABERTRUSTEE
Trustee or director
6$0
TISH MARSHALLTRUSTEE
Trustee or director
2$0
NORINE PRIM1ST VICE PRE
Trustee or director, Officer
10$0
JOHN PYKEHONORARY TRU
Trustee or director
2$0
JIM ROBINSON2ND VICE PRE
Trustee or director, Officer
6$0
CAROL ROSSENTRUSTEE
Trustee or director
2$0
ANN SCHLECKMANSECRETARY
Trustee or director, Officer
4$0
MARK STOCKMANPRESIDENT
Trustee or director, Officer
8$0
JULIE WARRENTRUSTEE
Trustee or director
2$0
990 for the year ended May 31, 2023: 13 people
NameTitleHours / weekCompensation
KRISTINE ADAMSTREASURER
Trustee or director, Officer
6$0
LINDA BARBEROTRUSTEE
Trustee or director
4$0
RANDY BISHOPTRUSTEE
Trustee or director
4$0
AMY CHODZINTRUSTEE
Trustee or director
4$0
KATHY HABERTRUSTEE
Trustee or director
4$0
TISH MARSHALLTRUSTEE
Trustee or director
4$0
NORINE PRIM1ST VICE PRE
Trustee or director, Officer
8$0
JIM ROBINSONPRESIDENT
Trustee or director, Officer
8$0
CAROL ROSSENTRUSTEE
Trustee or director
2$0
ANN SCHLECKMANSECRETARY
Trustee or director, Officer
6$0
GREGORY SENT2ND VICE PRE
Trustee or director, Officer
6$0
MARK STOCKMANTRUSTEE
Trustee or director
2$0
JULIE WARRENTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
13314 DETROIT AVE, LAKEWOOD, OH 44107-2850
In care of
% TREASURER
Principal officer (990 for 2024)
MARK STOCKMAN, 13314 DETROIT AVE, LAKEWOOD, OH 44107
Signed the 990
MARK STOCKMAN, PRESIDENT
Phone
(216) 221-7343
Return prepared by
H & J CERTIFIED PUBLIC ACCOUNTANTS INC

Mission

THE MISSION OF THE LAKEWOOD HISTORICAL SOCIETY IS TO ENHANCE THE QUALITY OF LIFE IN LAKEWOOD BY OFFERING EDUCATIONAL PROGRAMS FOR ALL AGES: PROVIDING STEWARDSHIP OF ARTIFACTS AND BUILDINGS; AND ADVOCATING FOR OUR HISTORICAL COMMUNITY.

990 for the year ended May 31, 2025

Program accomplishments

  • IN FYE 2025, PROGRAM ACCOMPLISHMENTS INCLUDE: TOURS FOR LOCAL ELEMENTARY AND MIDDLE SCHOOLS, OLDEST STONE HOUSE OPERATING SEASON OPEN TO THE PUBLIC FROM MARCH THROUGH OCTOBER, WITH SPECIAL EVENTS THERE THROUGHOUT THE YEAR. OHIO HERITAGE CAMP SERVING 70 GRADE SCHOOLERS IN JULY, LECTURES BOTH PRESENTED BY THE DIRECTOR AND HOSTED AT OUR LOCATIONS. WALKING TOURS OPEN TO THE PUBLIC ALONG DETROIT AVENUE, A TOUR OF LAKEWOOD COMMUNITY HOMES, PRESERVATION EFFORTS IN THE CITY WITH RECOGNITION PROGRAMS, RESEARCH AND ARCHIVAL WORK, AND PARTICIPATION IN LOCAL COMMUNITY FESTIVALS.
    Expenses $118,213 · revenue $12,696

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
34-6556203
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
1953
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,041,875
Income (IRS master file)
$277,069

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$249,834$185,770$1,041,875XML
990May 2024$212,482$165,027$955,348XML
990May 2023$118,046$64,556$860,713XML
990May 2022$168,114$66,653$817,128IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 2018–––IRS

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 34-6556203).

Questions about LAKEWOOD HISTORICAL SOCIETY

What is the EIN of LAKEWOOD HISTORICAL SOCIETY?
The employer identification number (EIN) of LAKEWOOD HISTORICAL SOCIETY is 34-6556203.
Is LAKEWOOD HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to LAKEWOOD HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKEWOOD HISTORICAL SOCIETY 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 LAKEWOOD HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKEWOOD HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of LAKEWOOD HISTORICAL SOCIETY?
The 990 for the year ended May 31, 2025 names MARK STOCKMAN.
Who are the officers and directors of LAKEWOOD HISTORICAL SOCIETY?
The 990 for the year ended May 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $67,600 (ROBERT SHIMP, EXECUTIVE DI).
How much revenue does LAKEWOOD HISTORICAL SOCIETY have?
On its 990 for the year ended May 31, 2025 it reported revenue of $249,834, expenses of $185,770 and total assets of $1,041,875 at year end.

Other nonprofits in LAKEWOOD

All nonprofits in LAKEWOOD · Ohio · Arts, culture and humanities