Civic Intelligence

Monroe County Historical Society Inc

EIN 23-7181368 • 501(c)3 • Sparta, WI

Profile

To publish historical books about monroe county, assist with programs for schools in monroe county, and preserve the records of monroe county

PO Box 422Sparta, WI 54656

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

6.2%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$332,245

Up $10,444 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$332,245

Up $10,444 (+3.2%) from 2024

Revenue

Up

$43,210

Up $2,516 (+6.2%) from 2024

Expenses

Up

$48,183

Up $15,780 (+49%) from 2024

Net Income

Down

-$4,973

Down $13,264 (-160%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $158,384Liabilities 2011: $0Net Assets 2011: $158,3842011Assets 2012: $169,179Liabilities 2012: $0Net Assets 2012: $169,1792012Assets 2013: $182,623Liabilities 2013: $0Net Assets 2013: $182,6232013Assets 2014: $193,097Liabilities 2014: $0Net Assets 2014: $193,0972014Assets 2015: $202,814Liabilities 2015: $0Net Assets 2015: $202,8142015Assets 2016: $210,142Liabilities 2016: $0Net Assets 2016: $210,1422016Assets 2017: $301,314Liabilities 2017: $0Net Assets 2017: $301,3142017Assets 2018: $308,912Liabilities 2018: $0Net Assets 2018: $308,9122018Assets 2019: $322,733Liabilities 2019: $0Net Assets 2019: $322,7332019Assets 2020: $318,817Liabilities 2020: $0Net Assets 2020: $318,8172020Assets 2021: $303,154Liabilities 2021: $0Net Assets 2021: $303,1542021Assets 2022: $296,099Liabilities 2022: $0Net Assets 2022: $296,0992022Assets 2023: $298,806Liabilities 2023: $4,393Net Assets 2023: $294,4132023Assets 2024: $321,801Liabilities 2024: $0Net Assets 2024: $321,8012024Assets 2025: $332,245Liabilities 2025: $0Net Assets 2025: $332,2452025

Highlighted filing

2025

Assets$332,245
Liabilities$0
Net Assets$332,245

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $36,242Expenses 2011: $32,210Net Income 2011: $4,0322011Revenue 2012: $41,148Expenses 2012: $30,353Net Income 2012: $10,7952012Revenue 2013: $44,270Expenses 2013: $30,826Net Income 2013: $13,4442013Revenue 2014: $47,342Expenses 2014: $36,868Net Income 2014: $10,4742014Revenue 2015: $43,998Expenses 2015: $34,281Net Income 2015: $9,7172015Revenue 2016: $41,831Expenses 2016: $34,503Net Income 2016: $7,3282016Revenue 2017: $141,865Expenses 2017: $50,693Net Income 2017: $91,1722017Revenue 2018: $48,399Expenses 2018: $40,801Net Income 2018: $7,5982018Revenue 2019: $47,952Expenses 2019: $34,131Net Income 2019: $13,8212019Revenue 2020: $39,416Expenses 2020: $43,332Net Income 2020: -$3,9162020Revenue 2021: $21,441Expenses 2021: $37,104Net Income 2021: -$15,6632021Revenue 2022: $35,481Expenses 2022: $34,067Net Income 2022: $1,4142022Revenue 2023: $29,707Expenses 2023: $37,681Net Income 2023: -$7,9742023Revenue 2024: $40,694Expenses 2024: $32,403Net Income 2024: $8,2912024Revenue 2025: $43,210Expenses 2025: $48,183Net Income 2025: -$4,9732025

Highlighted filing

2025

Revenue$43,210
Expenses$48,183
Net Income-$4,973

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.43$0.48$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.41$0.32$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.04$2.94$0.30$0.38$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.35$0.34$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.21$0.37$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.39$0.43$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.48$0.34$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.48$0.41$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.42$0.51$0.91
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.42$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.44$0.34$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.47$0.37$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.83$0.44$0.31$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.41$0.30$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.36$0.32$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 27, 2025
Return Version
2024v5.2
Gross Receipts
$57,115
Mission and Program Overview

Mission

To publish historical books about monroe county, restore the bracket school and set up grant programs for schools in monroe county.

To publish historical books about monroe county, assist with programs for schools in monroe county, and preserve the records of monroe county

Program Services

DescriptionGrantsExpenses
TO COLLECT AND PRESERVE THE RECORDS OF MONROE COUNTY.$8,362$43,153
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN HABELMANPresident-$0--
JACKIE EVERSONVice President-$0--
KATHY PULHAMSecretary-$0--
LISA SCHEITLERTreasurer-$0--
SUE MURPHYDirector-$0--
ELDEN PERKINSDirector-$0--
ALEDA MOSELEYDirector-$0--
JOYCE SCHREIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Monroe County Historical Society Inc
EIN
23-7181368
Phone
6083784388
Address
PO BOX 422, SPARTA, WI 54656

Signing Officer

Name
Lisa Scheitler
Title
Treasurer
Phone
6083784388
Signed
2025-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
435 JULIE STREET PO BOX 547, TOMAH, WI 54660
Preparer
Daniel Lueck
Phone
6083722177
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 1,042. Description: dividends. Amount: 2,812. Total included on form 990-ez, line 4: 3,854.

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

Description: miscellaneous income. Amount: 189.

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

Description: advertising. Amount: 2,410. Description: insurance. Amount: 2,681. Description: supplies. Amount: 986. Description: temp help. Amount: 660. Description: miscellaneous. Amount: 7,296. Description: investment expense. Amount: 2,473. Description: bank fees. Amount: 146. Total to form 990-ez, line 16: 16,652.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investment. Amount: 15,417.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 1,216. End of year amount: 851.

Raw XML Appendix224 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/PrimaryExemptPurposeTxt0TO PUBLISH HISTORICAL BOOKS ABOUT MONROE COUNTY, ASSIST WITH PROGRAMS FOR SCHOOLS IN MONROE COUNTY, AND PRESERVE THE RECORDS OF MONROE COUNTY
IRS990EZ/PrintingPublicationsPostageAmt0942
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS -
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,042. DESCRIPTION: DIVIDENDS. AMOUNT: 2,812. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,854.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADVERTISING. AMOUNT: 2,410. DESCRIPTION: INSURANCE. AMOUNT: 2,681. DESCRIPTION: SUPPLIES. AMOUNT: 986. DESCRIPTION: TEMP HELP. AMOUNT: 660. DESCRIPTION: MISCELLANEOUS. AMOUNT: 7,296. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 2,473. DESCRIPTION: BANK FEES. AMOUNT: 146. TOTAL TO FORM 990-EZ, LINE 16: 16,652.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 15,417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,216. END OF YEAR AMOUNT: 851.
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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 JULIE STREET PO BOX 547
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOMAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054660
ReturnHeader/PreparerPersonGrp/PhoneNum06083722177
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL LUECK
ReturnHeader/ReturnTs02025-07-07T17:10:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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