Charlevoix Historical Society
EIN: 382636672 · Charlevoix, MI
| Metric | Value |
|---|---|
| Total Revenue | $280K |
| Total Expenses | $207K |
| Net Assets | $680K |
Is Charlevoix Historical Society Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Charlevoix Historical Society
Charlevoix Historical Society (EIN: 382636672) is a nonprofit organization based in Charlevoix, MI. The organization reported total revenue of $280K and total assets of $753K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Charlevoix Historical Society's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Charlevoix Historical Society is a small nonprofit that has been operating for 40 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 13.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $285K |
| Total Expenses | $207K |
| Surplus / Deficit | +$77K |
| Total Assets | $680K |
| Total Liabilities | $342 |
| Net Assets | $680K |
| Operating Margin | 27.1% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 39.4 months |
Financial Health Grade: A
In 2023, Charlevoix Historical Society reported a surplus of $77K with revenue exceeding expenses, holds 39.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Charlevoix Historical Society's revenue has grown at a compound annual growth rate (CAGR) of 13.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +61.4% | +42.5% | +12.8% |
| 2022 | -5.0% | +4.9% | +4.2% |
| 2021 | +6.2% | -1.4% | +9.2% |
| 2020 | +66.1% | +17.9% | +6.8% |
| 2019 | -62.9% | -19.9% | -2.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1986 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Charlevoix Historical Society has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Charlevoix Historical Society with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $77K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
Frequently Asked Questions about Charlevoix Historical Society
Is Charlevoix Historical Society a legitimate charity?
Based on AI analysis of IRS 990 filings, Charlevoix Historical Society (EIN: 382636672) insufficient data. 0 red flags identified, 0 strengths noted.
How does Charlevoix Historical Society spend its money?
Detailed spending breakdown data is not yet available for Charlevoix Historical Society. Check back for updated IRS 990 analysis.
Are donations to Charlevoix Historical Society tax-deductible?
Charlevoix Historical Society is registered as a tax-exempt nonprofit (EIN: 382636672). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Charlevoix Historical Society located?
Charlevoix Historical Society is headquartered in Charlevoix, Michigan and files with the IRS under EIN 382636672.
How many years of IRS 990 filings does Charlevoix Historical Society have?
Charlevoix Historical Society has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $280K in total revenue.
Filing History
IRS 990 filing history for Charlevoix Historical Society showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Charlevoix Historical Society's revenue has grown by 363.5%, moving from $61K to $285K. Total assets increased by 28.3% over the same period, from $530K to $680K. Total functional expenses rose by 157.9%, from $80K to $207K. In its most recent filing year (2023), Charlevoix Historical Society reported a surplus of $77K, with revenue exceeding expenses. The organization holds $342 in liabilities against $680K in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $680K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $285K | $207K | $680K | $342 | — | — |
| 2022 | $176K | $146K | $603K | $168 | — | — |
| 2021 | $186K | $139K | $579K | $4K | — | View 990 |
| 2020 | $175K | $141K | $530K | $2K | — | — |
| 2019 | $105K | $119K | $496K | $2K | — | View 990 |
| 2018 | $284K | $149K | $508K | $140 | — | View 990 |
| 2017 | $148K | $115K | $375K | $178 | — | View 990 |
| 2016 | $108K | $146K | $342K | $176 | — | View 990 |
| 2015 | $121K | $112K | $380K | $321 | — | View 990 |
| 2014 | $107K | $220K | $371K | $409 | — | View 990 |
| 2013 | $75K | $89K | $487K | $5K | — | View 990 |
| 2012 | $68K | $100K | $500K | $5K | — | View 990 |
| 2011 | $61K | $80K | $530K | $4K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $285K, expenses of $207K, and assets of $680K (revenue +61.4% year-over-year).
- 2022: Revenue of $176K, expenses of $146K, and assets of $603K (revenue -5.0% year-over-year).
- 2021: Revenue of $186K, expenses of $139K, and assets of $579K (revenue +6.2% year-over-year).
- 2020: Revenue of $175K, expenses of $141K, and assets of $530K (revenue +66.1% year-over-year).
- 2019: Revenue of $105K, expenses of $119K, and assets of $496K (revenue -62.9% year-over-year).
- 2018: Revenue of $284K, expenses of $149K, and assets of $508K (revenue +92.5% year-over-year).
- 2017: Revenue of $148K, expenses of $115K, and assets of $375K (revenue +36.6% year-over-year).
- 2016: Revenue of $108K, expenses of $146K, and assets of $342K (revenue -10.7% year-over-year).
- 2015: Revenue of $121K, expenses of $112K, and assets of $380K (revenue +12.9% year-over-year).
- 2014: Revenue of $107K, expenses of $220K, and assets of $371K (revenue +41.9% year-over-year).
- 2013: Revenue of $75K, expenses of $89K, and assets of $487K (revenue +11.2% year-over-year).
- 2012: Revenue of $68K, expenses of $100K, and assets of $500K (revenue +10.5% year-over-year).
- 2011: Revenue of $61K, expenses of $80K, and assets of $530K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Charlevoix Historical Society:
Data Sources and Methodology
This transparency report for Charlevoix Historical Society is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.