Civic Intelligence

Luck Area Historical Society Inc

EIN 11-3840257 • 501(c)3 • Luck, WI

Profile

Local history, education, and culture

301 Main Street PO Box 197Luck, WI 54853

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

19th percentile

-31%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$19,177

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 79.3% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-19%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$311,507

Down $74,605 (-19%) from 2021

Liabilities

Down

$94

Down $4 (-4.1%) from 2021

Net Assets

Down

$311,413

Down $74,601 (-19%) from 2021

Revenue

Up

$24,186

Up $3,903 (+19%) from 2021

Expenses

Up

$31,667

Up $1,544 (+5.1%) from 2021

Net Income

Up

-$7,481

Up $2,359 (+24%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2009: $23,210Liabilities 2009: $02009Assets 2010: $22,990Liabilities 2010: $02010Assets 2011: $32,600Liabilities 2011: $02011Assets 2012: $105,960Liabilities 2012: $02012Assets 2013: $50,170Liabilities 2013: $02013Assets 2014: $170,357Liabilities 2014: $0Net Assets 2014: $170,3572014Assets 2015: $215,441Liabilities 2015: $0Net Assets 2015: $215,4412015Assets 2016: $208,607Liabilities 2016: $0Net Assets 2016: $208,6072016Assets 2020: $349,750Liabilities 2020: $25Net Assets 2020: $349,7252020Assets 2021: $386,112Liabilities 2021: $98Net Assets 2021: $386,0142021Assets 2022: $311,507Liabilities 2022: $94Net Assets 2022: $311,4132022

Highlighted filing

2022

Assets$311,507
Liabilities$94
Net Assets$311,413

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2009: $4,300Expenses 2009: $6,095Net Income 2009: -$1,7952009Revenue 2010: $5,135Expenses 2010: $5,355Net Income 2010: -$2202010Revenue 2011: $15,995Expenses 2011: $6,385Net Income 2011: $9,6102011Revenue 2012: $101,650Expenses 2012: $28,280Net Income 2012: $73,3702012Revenue 2013: $5,193Expenses 2013: $60,983Net Income 2013: -$55,7902013Revenue 2014: $130,545Expenses 2014: $10,358Net Income 2014: $120,1872014Revenue 2015: $74,243Expenses 2015: $27,821Net Income 2015: $46,4222015Revenue 2016: $5,658Expenses 2016: $29,967Net Income 2016: -$24,3092016Revenue 2020: $136,867Expenses 2020: $28,184Net Income 2020: $108,6832020Revenue 2021: $20,283Expenses 2021: $30,123Net Income 2021: -$9,8402021Revenue 2022: $24,186Expenses 2022: $31,667Net Income 2022: -$7,4812022

Highlighted filing

2022

Revenue$24,186
Expenses$31,667
Net Income-$7,481

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 12, 2023
Return Version
2022v5.0
Gross Receipts
$31,193
Mission and Program Overview

Mission

Local history, education, and culture

Program Services

DescriptionGrantsExpenses
MAINTAIN MUSEUM WITH PERMANENT EXHIBITS, SOME TEMPORARY, SPEAKERS, AND PROGRAMS. OPEN THROUGHOUT THE YEAR FROM FIVE TO SIX DAYS PER WEEK.-$23,789
MONTHLY MEMBERSHIP MEETINGS WITH SPEAKERS AND DISCUSSION. TOURS FOR SCHOOL GROUPS AND OTHERS. BUILDING ALSO USED FOR SCHOOL ART SHOW, CIVIC MEETINGS, WRITERS' GROUP, DISCUSSION GROUPS, ETC.$2,000$2,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL STARBUCKMuseum DirecPT$19,177-$19,177
GILLIAN HENRYVice Preside-$0--
JENNIFER MISHLERTreasurer-$0--
DARREL MATHIEUBoard Member-$0--
REG RONNINGENBoard Member-$0--
NICK PISZCZEKPresident-$0--
MARGO HANSONBoard Member-$0--
ALYSSA AUTENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Luck Area Historical Society Inc
EIN
11-3840257
Phone
7154722030
Address
301 MAIN STREET PO BOX 197, LUCK, WI 54853

Signing Officer

Name
Jennifer Mishler
Title
Treasurer
Phone
7154722030
Signed
2023-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Foley Kalseim & Company Ltd
Address
12415 55TH ST N, LAKE ELMO, MN 55042-8462
Preparer
Martha a Kalmon CPA
Phone
6514303635
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising expenses 473 website maintenance 110 programs & advertising 250 office supplies 97 technology 604 insurance - liability d & o 853 telephone 450 dues 120 speaker expense 550 business expenses 80 gift shop expense 180 credit card fees 5 display -133 books, sub & reference 475 supplies 108 total 4,222

Form 990-ez, Part I, Line 20

Unrealized loss -ej -48,007 unrealized loss - scvf -17,983 less: investment expenses -1,130

Form 990-ez, Part II, Line 24

Scvg receivable 2,890 0 total 2,890 0

Form 990-ez, Part II, Line 26

SALES TAX PAYABLE 98 94

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING EXPENSES 473 WEBSITE MAINTENANCE 110 PROGRAMS & ADVERTISING 250 OFFICE SUPPLIES 97 TECHNOLOGY 604 INSURANCE - LIABILITY D & O 853 TELEPHONE 450 DUES 120 SPEAKER EXPENSE 550 BUSINESS EXPENSES 80 GIFT SHOP EXPENSE 180 CREDIT CARD FEES 5 DISPLAY -133 BOOKS, SUB & REFERENCE 475 SUPPLIES 108 TOTAL 4,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS -EJ -48,007 UNREALIZED LOSS - SCVF -17,983 LESS: INVESTMENT EXPENSES -1,130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCVG RECEIVABLE 2,890 0 TOTAL 2,890 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALES TAX PAYABLE 98 94
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0113840257
ReturnHeader/Filer/PhoneNum07154722030
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA A KALMON CPA
ReturnHeader/ReturnTs02023-06-14T09:39:27-04:00
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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