Civic Intelligence

Wisconsin Historical Real Estate

EIN 30-0595385 • 501(c)3 • Madison, WI

Profile

The wisconsin historical real estate foundation exists to support the mission of the wisconsin historical society and wisconsin historical foundation and promote the preservation and reuse of historic structures in wisconsin.

816 State StMadison, WI 53706-1417

wisconsinhistory.org/WHF

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$188,681

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 6643.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

0.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$501,971

Up $1,115 (+0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$501,971

Up $1,115 (+0.2%) from 2024

Revenue

Flat

$2,840

Flat from 2024

Expenses

Down

$1,725

Down $137 (-7.4%) from 2024

Net Income

Up

$1,115

Up $137 (+14%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $172,737Liabilities 2013: $1,457Net Assets 2013: $171,2802013Assets 2014: $172,737Liabilities 2014: $1,010Net Assets 2014: $171,7272014Assets 2015: $295,138Liabilities 2015: $0Net Assets 2015: $295,1382015Assets 2016: $295,138Liabilities 2016: $0Net Assets 2016: $295,1382016Assets 2017: $295,138Liabilities 2017: $0Net Assets 2017: $295,1382017Assets 2018: $475,206Liabilities 2018: $0Net Assets 2018: $475,2062018Assets 2019: $488,994Liabilities 2019: $1,502Net Assets 2019: $487,4922019Assets 2020: $625,708Liabilities 2020: $1,502Net Assets 2020: $624,2062020Assets 2021: $659,730Liabilities 2021: $1,502Net Assets 2021: $658,2282021Assets 2022: $654,083Liabilities 2022: $0Net Assets 2022: $654,0832022Assets 2023: $500,878Liabilities 2023: $1,000Net Assets 2023: $499,8782023Assets 2024: $500,856Liabilities 2024: $0Net Assets 2024: $500,8562024Assets 2025: $501,971Liabilities 2025: $0Net Assets 2025: $501,9712025

Highlighted filing

2025

Assets$501,971
Liabilities$0
Net Assets$501,971

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2013: $0Expenses 2013: $829Net Income 2013: -$8292013Revenue 2014: $923Expenses 2014: $845Net Income 2014: $782014Revenue 2015: $1,737Expenses 2015: $728Net Income 2015: $1,0092015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $180,068Expenses 2018: $0Net Income 2018: $180,0682018Revenue 2019: $97,113Expenses 2019: $84,827Net Income 2019: $12,2862019Revenue 2020: $159,846Expenses 2020: $23,132Net Income 2020: $136,7142020Revenue 2021: $50,738Expenses 2021: $16,716Net Income 2021: $34,0222021Revenue 2022: $4,271Expenses 2022: $8,416Net Income 2022: -$4,1452022Revenue 2023: $33,895Expenses 2023: $188,100Net Income 2023: -$154,2052023Revenue 2024: $2,840Expenses 2024: $1,862Net Income 2024: $9782024Revenue 2025: $2,840Expenses 2025: $1,725Net Income 2025: $1,1152025

Highlighted filing

2025

Revenue$2,840
Expenses$1,725
Net Income$1,115

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 23, 2026
Return Version
2024v5.5
Gross Receipts
$2,840
Mission and Program Overview

Mission

The wisconsin historical real estate foundation exists to support the mission of the wisconsin historical society and wisconsin historical foundation and promote the preservation and reuse of historic structures in wisconsin.

To further the tax exempt purposes of the wisconsin historical foundation, inc. Or the state historical society of wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$295,139$295,139→ $0
Cash and Non-Interest-Bearing Accounts$205,717$206,832▲ $1,115
Total Assets$500,856$501,971▲ $1,115
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$500,856$501,971▲ $1,115
Total Net Assets Fund Balance$500,856$501,971▲ $1,115
Total Liabilities and Net Assets / Fund Balance$500,856$501,971▲ $1,115

Asset Categories

AssetBook ValueDepreciationBasis
Land$295,139-$295,139
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jon BeckPresident
Dave WilderVice President/treasurer
Kendall BreunigDirector
Julie LussierExecutive Director
Joe ShumowSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,840
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$1,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,725
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$1,200--$1,200
Insurance$525--$525
Total Functional Expenses$1,725$0$0$1,725
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The corporation shall have one member. The sole member shall be the wisconsin historical foundation, inc.

Form 990, Part VI, Section A, Line 7A

Members shall elect the board of directors.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed by the members of the board of directors before the return is filed with the irs.

Form 990, Part VI, Section B, Line 12C

Ll officers, directors, and employees are required to sign a conflict of interest statement on an annual basis. In connection with any actual or possible reported conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing body delegated powers. A director, officer, or employees with a conflict of interest is prohibited from participating in deliberations and decisions regarding the transaction. The governing body or designated committee conducts periodic reviews to ensure that the organization does not engage in activities that could jeopardize its tax-exempt status.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements, and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Wisconsin Historical Real Estate
EIN
30-0595385
Phone
6082646460
Address
816 STATE ST, MADISON, WI 53706-1417

Signing Officer

Name
Julie Lussier
Title
Executive Director
Phone
6082646460
Signed
2026-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Lussier
Formed
2009
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mike Hablewitz CPA
Phone
6082744020
Raw XML Appendix389 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BASED ON AN ANNUAL PERFORMANCE REVIEW GIVEN BY THE BOARD CHAIR OF WISCONSIN HISTORICAL FOUNDATION, INC.(WHF) BASED ON INPUT FROM WHF'S EXECUTIVE COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER SHALL BE THE WISCONSIN HISTORICAL FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS SHALL ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. A DIRECTOR, OFFICER, OR EMPLOYEES WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN HISTORICAL FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1STATE HISTORICAL SOCIETY OF WISCONSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390921093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1396006447
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO BENEFIT STATE HISTORICAL SOCIETY OF WISCONSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORT THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0816 STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1816 STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0537061417
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1537061417
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0500856
IRS990/TotalAssetsEOYAmt0501971
IRS990/TotalAssetsGrp/BOYAmt0500856
IRS990/TotalAssetsGrp/EOYAmt0501971
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01725
IRS990/TotalFunctionalExpensesGrp/TotalAmt01725
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0500856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0501971
IRS990/TotalOtherCompensationAmt018391
IRS990/TotalProgramServiceExpensesAmt01725
IRS990/TotalProgramServiceRevenueAmt02840
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02840
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0500856
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0501971
IRS990/TotReportableCompRltdOrgAmt0170290
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0816 STATE ST
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0537061417
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WISCONSINHISTORY.ORG/WHF
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LUSSIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06082646460
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN HISTORICAL REAL ESTATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0300595385
ReturnHeader/Filer/PhoneNum06082646460
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 STATE ST
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537061417
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MIKE HABLEWITZ CPA
ReturnHeader/ReturnTs02026-02-24T14:11:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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