Civic Intelligence

Barnes Area Historical Association

990EZ • Fiscal year 2022 • EIN 22-3921221

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 09, 2022

51580 State Hwy 27Barnes, WI 54873

(715) 795-3065

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

44th percentile

-1.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Down

$248,556

Down $2,713 (-1.1%) from 2021

Net Assets

Down

$248,556

Down $2,713 (-1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$22,795

Down $12,113 (-35%) from 2021

Expenses

Down

$25,508

Down $871 (-3.3%) from 2021

Net Income

Down

-$2,713

Down $11,242 (-132%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2013: $190,316Liabilities 2013: $80,037Net Assets 2013: $110,2792013Assets 2014: $199,452Liabilities 2014: $76,765Net Assets 2014: $122,6872014Assets 2015: $207,531Liabilities 2015: $74,042Net Assets 2015: $133,4892015Assets 2016: $204,803Liabilities 2016: $71,454Net Assets 2016: $133,3492016Assets 2017: $210,431Liabilities 2017: $68,7942017Assets 2018: $233,291Liabilities 2018: $75,946Net Assets 2018: $157,3452018Assets 2019: $233,430Liabilities 2019: $5,000Net Assets 2019: $228,4302019Assets 2020: $242,740Liabilities 2020: $0Net Assets 2020: $242,7402020Assets 2021: $251,269Liabilities 2021: $0Net Assets 2021: $251,2692021Assets 2022: $248,556Liabilities 2022: $0Net Assets 2022: $248,5562022Assets 2023: $260,501Liabilities 2023: $0Net Assets 2023: $260,5012023Assets 2024: $264,612Liabilities 2024: $02024Assets 2025: $289,982Liabilities 2025: $29,836Net Assets 2025: $260,1462025

Highlighted filing

2022

Assets$248,556
Liabilities$0
Net Assets$248,556

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $26,705Expenses 2013: $7,628Net Income 2013: $19,0772013Revenue 2014: $34,545Expenses 2014: $22,137Net Income 2014: $12,4082014Revenue 2015: $26,542Expenses 2015: $15,740Net Income 2015: $10,8022015Revenue 2016: $22,802Expenses 2016: $22,942Net Income 2016: -$1402016Revenue 2017: $24,734Expenses 2017: $16,446Net Income 2017: $8,2882017Revenue 2018: $35,276Expenses 2018: $19,568Net Income 2018: $15,7082018Revenue 2019: $94,578Expenses 2019: $23,493Net Income 2019: $71,0852019Revenue 2020: $30,966Expenses 2020: $16,656Net Income 2020: $14,3102020Revenue 2021: $34,908Expenses 2021: $26,379Net Income 2021: $8,5292021Revenue 2022: $22,795Expenses 2022: $25,508Net Income 2022: -$2,7132022Revenue 2023: $33,878Expenses 2023: $21,933Net Income 2023: $11,9452023Revenue 2024: $30,525Expenses 2024: $26,414Net Income 2024: $4,1112024Revenue 2025: $19,203Expenses 2025: $23,669Net Income 2025: -$4,4662025

Highlighted filing

2022

Revenue$22,795
Expenses$25,508
Net Income-$2,713
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$32,890
Mission and Program Overview

Mission

Education & preserving the history of the barnes area

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION EDUCATES IN COLLECTING, IDENTIFYING, PRESERVING, AND DISSEMINATING KNOWLEDGE AND HISTORY RELATING TO THE BARNES AREA.$0$17,304
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE LYNCHPresident-$0--
LU PEETSecretary-$0--
LARRY BERGMANVice President-$0--
FRED BARNES SRBoard Member At Large-$0--
TED EASTLUNDBoard Member At Large-$0--
JERI MCGINLEYTreasurer-$0--
SALLY PEASEBoard Member At Large-$0--
DOUG WESTERBERGBoard Member At Large-$0--
DEBRA SOARBoard Member At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Festival$12,737$12,737$619$12,118
Book Sales$2,237$2,237$0$2,237
Total Events$26,977$20,451$10,095$10,356
Filing and Contact Details

Filer

Filer Name
Barnes Area Historical Association
EIN
22-3921221
Phone
7157953065
Address
51580 STATE HWY 27, BARNES, WI 54873

Signing Officer

Name
Jeri Mcginley
Title
Officer
Phone
7157953065
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Hager & Moe Sc
Address
PO BOX 986, HAYWARD, WI 54843
Preparer
Mark Beckman CPA
Phone
7156342653
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 240. Total to form 990-ez, line 14: 15,029.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 158.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 4,780. Description: other expenses. Amount: 10,249.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies. Amount: 1,594. Description: advertising. Amount: 426. Description: insurance. Amount: 2,006. Description: licensing. Amount: 130. Description: dues. Amount: 1,054. Description: office supplies. Amount: 1,458. Description: travel. Amount: 200. Description: accessioning & artifacts. Amount: 30. Total to form 990-ez, line 16: 6,898.

Raw XML Appendix216 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07153449525
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE LYNCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LU PEET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY BERGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRED BARNES SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TED EASTLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERI MCGINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SALLY PEASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOUG WESTERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEBRA SOAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06898
IRS990EZ/OtherRevenueTotalAmt0158
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION & PRESERVING THE HISTORY OF THE BARNES AREA
IRS990EZ/PrintingPublicationsPostageAmt02718
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION EDUCATES IN COLLECTING, IDENTIFYING, PRESERVING, AND DISSEMINATING KNOWLEDGE AND HISTORY RELATING TO THE BARNES AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017304
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt010356
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt017304
IRS990EZ/TotalRevenueAmt022795
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0124338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0412
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01883
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0142726
IRS990ScheduleA/PublicSupportCY170Pct00.98510
IRS990ScheduleA/PublicSupportPY170Pct00.98530
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012041
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063210
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09976
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0124338
IRS990ScheduleA/TotalSupportAmt0126221
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06526
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06526
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010095
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMMER FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK SALES
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt012003
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020451
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010356
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt04476
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05095
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0619
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 240. TOTAL TO FORM 990-EZ, LINE 14: 15,029.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 4,780. DESCRIPTION: OTHER EXPENSES. AMOUNT: 10,249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SUPPLIES. AMOUNT: 1,594. DESCRIPTION: ADVERTISING. AMOUNT: 426. DESCRIPTION: INSURANCE. AMOUNT: 2,006. DESCRIPTION: LICENSING. AMOUNT: 130. DESCRIPTION: DUES. AMOUNT: 1,054. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,458. DESCRIPTION: TRAVEL. AMOUNT: 200. DESCRIPTION: ACCESSIONING & ARTIFACTS. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 6,898.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERI MCGINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07157953065
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARNES AREA HISTORICAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BARN
ReturnHeader/Filer/EIN0223921221
ReturnHeader/Filer/PhoneNum07157953065
ReturnHeader/Filer/USAddress/AddressLine1Txt051580 STATE HWY 27
ReturnHeader/Filer/USAddress/CityNm0BARNES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054873
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391248105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON HAGER & MOE SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 986
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAYWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054843
ReturnHeader/PreparerPersonGrp/PhoneNum07156342653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BECKMAN CPA
ReturnHeader/ReturnTs02022-11-11T10:44:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGINLEY
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.90$0.30$2.60$0.19$0.24$0.04
2024Summary only. Only limited summary data is available for this year.$2.65$0.00$0.31$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.34$0.22$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.23$0.26$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.35$0.26$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.31$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.05$2.28$0.95$0.23$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.76$1.57$0.35$0.20$0.16
2017Summary only. Only limited summary data is available for this year.$2.10$0.69$0.25$0.16$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.71$1.33$0.23$0.23$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.74$1.33$0.27$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.77$1.23$0.35$0.22$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.80$1.10$0.27$0.08$0.19