Skip to content
Nonprofiteer
← GREAT LAKES HISTORICAL SOCIETY

Form 990 for tax year 2024

Filed by GREAT LAKES HISTORICAL SOCIETY.

Totals

Total revenue
$4,916,450
Total expenses
$1,893,544
Contributions and grants received
$3,420,569
Grants paid
$0
Program service revenue
$259,715
Investment income
$1,019,564
Other revenue
$216,602
Total assets, end of year
$15,979,882
Total liabilities, end of year
$1,454,696
Net assets or fund balances, end of year
$14,525,186
Program services expenses (Part IX)
$1,134,237
Management and general expenses
$343,526
Fundraising expenses
$415,781
Program service expenses (Part III)
$1,134,237

Program services were 59.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $356,696

  • 1e · Government grants (contributions)

    $25,000

  • 1f · All other contributions, gifts and grants

    $3,038,873

  • 2a · Program service revenue: ADMISSION FEES

    total $259,715 · related or exempt $259,715

  • 3 · Investment income

    total $213,937 · excluded $213,937

  • 7a · Gross sales of assets other than inventory

    securities $2,058,311

  • 7b · Less cost or other basis and sales expenses

    securities $1,252,684

  • 7c · Gain or loss

    securities $805,627

  • 7d · Net gain or loss

    total $805,627 · excluded $805,627

  • 8a · Fundraising events: gross income

    $120,500

  • 8b · Fundraising events: direct expenses

    $15,243

  • 8c · Net income from fundraising events

    total $105,257 · excluded $105,257

  • 10a · Gross sales of inventory

    $114,274

  • 10b · Cost of goods sold

    $59,437

  • 10c · Net income from sales of inventory

    total $54,837 · related or exempt $54,837

  • 11a · Other revenue: OTHER INCOME

    total $56,508 · excluded $56,508

  • 11e · Other revenue, total

    $56,508

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $112,191 · management and general $33,657 · fundraising $78,534

  • 7 · Other salaries and wages

    total $669,703 · program services $428,761 · management and general $121,124 · fundraising $119,818

  • 9 · Other employee benefits

    total $52,184 · program services $30,534 · management and general $9,974 · fundraising $11,676

  • 10 · Payroll taxes

    total $55,455 · program services $30,537 · management and general $10,954 · fundraising $13,964

  • 11c · Fees: accounting

    total $32,850 · management and general $32,850

  • 11f · Fees: investment management

    total $23,627 · management and general $23,627

  • 12 · Advertising and promotion

    total $20,023 · program services $15,017 · fundraising $5,006

  • 13 · Office expenses

    total $22,488 · program services $8,994 · management and general $4,498 · fundraising $8,996

  • 16 · Occupancy

    total $216,519 · program services $173,215 · management and general $21,652 · fundraising $21,652

  • 17 · Travel

    total $3,396 · program services $1,870 · management and general $671 · fundraising $855

  • 19 · Conferences, conventions and meetings

    total $6,053 · management and general $6,053

  • 20 · Interest

    total $23,615 · management and general $23,615

  • 22 · Depreciation, depletion and amortization

    total $172,907 · program services $138,325 · management and general $17,291 · fundraising $17,291

  • 23 · Insurance

    total $54,729 · program services $43,783 · management and general $5,473 · fundraising $5,473

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $127,453 · program services $101,963 · management and general $12,745 · fundraising $12,745

  • 24b · Other expenses: CAPITAL CAMPAIGN

    total $98,161 · fundraising $98,161

  • 24c · Other expenses: EDUCATIONAL SERVICES

    total $58,768 · program services $58,768

  • 24d · Other expenses: POSTAGE AND SHIPPING

    total $56,604 · program services $42,453 · fundraising $14,151

  • 24e · All other expenses

    total $86,818 · program services $60,017 · management and general $19,342 · fundraising $7,459

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $616,563 · end of year $667,282

  • 3 · Pledges and grants receivable

    beginning of year $868,500 · end of year $405,297

  • 4 · Accounts receivable

    beginning of year $137,717 · end of year $137,717

  • 8 · Inventories for sale or use

    beginning of year $24,520 · end of year $29,599

  • 10a · Land, buildings and equipment: cost or other basis

    $5,310,562

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,694,642

  • 10c · Land, buildings and equipment, net

    beginning of year $3,550,411 · end of year $3,615,920

  • 11 · Investments: publicly traded securities

    beginning of year $4,496,227 · end of year $5,548,053

  • 15 · Other assets

    beginning of year $2,996,130 · end of year $5,576,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $77,796 · end of year $1,045,425

  • 19 · Deferred revenue

    beginning of year $140,434 · end of year $97,451

  • 23 · Secured mortgages and notes payable

    beginning of year $355,067 · end of year $311,820

  • 27 · Net assets without donor restrictions

    beginning of year $5,568,468 · end of year $7,976,304

  • 28 · Net assets with donor restrictions

    beginning of year $6,548,303 · end of year $6,548,882

Mission and programs · 2024

Mission

THE GREAT LAKES HISTORICAL SOCIETY IS DEDICATED TO THE PRESERVATION OF GREAT LAKES HISTORY.

Activities or mission (Part I)

THE GREAT LAKES HISTORICAL SOCIETY IS DEDICATED TO THE PRESERVATION OF GREAT LAKES HISTORY. THE ORGANIZATION OPERATES THE NATIONAL MUSEUM OF THE GREAT LAKES AND THE CLARENCE S. METCALF MARITIME RESEARCH LIBRARY.

  • THE ORGANIZATION OPERATES THE NATIONAL MUSEUM OF THE GREAT LAKES IN TOLEDO, OHIO THAT HAS ARTIFACTS AND EXHIBITS ABOUT THE GREAT LAKES. THE ORGANIZATION EDUCATED THE PUBLIC THROUGH ITS MARITIME RESEARCH LIBRARY, EVENTS AND PUBLICATIONS SUCH AS ITS QUARTERLY INLAND SEAS JOURNAL. THE MUSEUM INCLUDES A FREIGHTER THAT WAS RENOVATED AS PART OF THE NEW MUSEUM.

    Expenses $1,134,237 · Revenue $314,552

As filed on the 2024 return.

Listed in Part VII

  • Mark Barker

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • Dr William Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Romulus Durant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Karen L Fraker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Keith Masserant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andrew Dale

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Paul Lamarre III

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Burson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tim Goligoski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Holly Bristoll

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ann McCauley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gary Murphy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adam Schoesler

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • James H Hartung

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dennis Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marc Stockwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • M James Karpinski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sean Harold

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Buckley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Sobczak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Tuschman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Geoff Shook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jr Toland

    ASST. TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Joe Cappel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Carroll

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Szuch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Fineske

    EXECUTIVE DIRECTOR

    Total calculated
    $112,191
    From this org
    $108,923
    From related orgs
    $0
    Other
    $3,268
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202513119349304276

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.