ZUnclassifiedEIN: 382636672· Ruling Year: 1986

Charlevoix Historical Society

Charlevoix, Michigan

B+Health Score
73B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

💰
$285K
Total Revenue
📊
$207K
Total Expenses
🏦
$680K
Net Assets
📋
$342
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+61.4%
Year-over-year change (2022 → 2023)
Net Margin
+27.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
3.28
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$284,56161%$207,36843%$680,26113%
2022$176,3615%$145,5055%$602,8944%
2021$185,6946%$138,7631%$578,5299%
2020$174,84866%$140,76018%$529,9437%
2019$105,29063%$119,39020%$496,3232%
2018$283,94893%$148,97830%$508,18936%
2017$147,50537%$115,04021%$374,5509%
2016$108,02211%$145,82730%$342,08310%
2015$120,91013%$112,03349%$380,0332%
2014$107,05342%$219,985147%$371,24424%
2013$75,42011%$89,21711%$486,5453%
2012$67,85411%$100,11124%$499,6026%
2011$61,391$80,414$530,111

Frequently Asked Questions

What does Charlevoix Historical Society do?

Charlevoix Historical Society is a unclassified nonprofit organization based in Michigan. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charlevoix Historical Society financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Charlevoix Historical Society.

How much revenue does Charlevoix Historical Society generate?

Charlevoix Historical Society reports $262K in annual revenue and holds $753K in total assets, based on IRS filings.

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