Civic Intelligence

Laird Foundation for Historic Preservation Inc.

990 • Fiscal year 2019 • EIN 31-1610615

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

Organization ProfileN/A
816 State StMadison, WI 53706-1417

(608) 264-6460

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$647,865

Up $37,460 (+6.1%) from 2018

Net Assets

Up

$647,865

Up $37,460 (+6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin100th percentile

Revenue

Down

$37,460

Down $11,901 (-24%) from 2018

Expenses

Down

$0

Down $5,475 (-100%) from 2018

Net Income

Down

$37,460

Down $6,426 (-15%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$800K$600K$400K$200K$0Assets 2018: $610,405Liabilities 2018: $0Net Assets 2018: $610,4052018Assets 2019: $647,865Liabilities 2019: $0Net Assets 2019: $647,8652019Assets 2020: $662,937Liabilities 2020: $0Net Assets 2020: $662,9372020Assets 2021: $664,845Liabilities 2021: $0Net Assets 2021: $664,8452021Assets 2022: $666,752Liabilities 2022: $0Net Assets 2022: $666,7522022Assets 2023: $668,741Liabilities 2023: $0Net Assets 2023: $668,7412023Assets 2024: $687,428Liabilities 2024: $0Net Assets 2024: $687,4282024

Highlighted filing

2019

Assets$647,865
Liabilities$0
Net Assets$647,865
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$60K$40K$20K$0Revenue 2018: $49,361Expenses 2018: $5,475Net Income 2018: $43,8862018Revenue 2019: $37,460Expenses 2019: $0Net Income 2019: $37,4602019Revenue 2020: $15,072Expenses 2020: $0Net Income 2020: $15,0722020Revenue 2021: $1,908Expenses 2021: $0Net Income 2021: $1,9082021Revenue 2022: $1,907Expenses 2022: $0Net Income 2022: $1,9072022Revenue 2023: $1,989Expenses 2023: $0Net Income 2023: $1,9892023Revenue 2024: $18,687Expenses 2024: $0Net Income 2024: $18,6872024

Highlighted filing

2019

Revenue$37,460
Expenses$0
Net Income$37,460
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Gross Receipts
$434,491
Mission and Program Overview

Mission

The foundation is devoted to the preservation and use of historic properties in and around marshfield, wi and to support the activities of the wisconsin historical foundation.

Preservation and use of historic properties in and around marshfield, wi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,227$571,446▲ $431,219
Investments in Publicly Traded Securities$395,624$0▼ $395,624
Total Assets$610,405$647,865▲ $37,460
Other Assets Total$74,554$76,419▲ $1,865
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$610,405$647,865▲ $37,460
Total Liabilities and Net Assets / Fund Balance$610,405$647,865▲ $37,460

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$76,419--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Don SchnitzlerPresident
David WilderVice President/treasurer
Diane Dei RossiDirector
Jessica DoyleDirector
Jim DraegerDirector
Rick ReinhardtDirector
Vanessa LairdDirector
Theresa RichardsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,460
Other Revenue
$0
Change in Net Assets
$37,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The tax return is provided to the officers and directors at a meeting prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the general public upon request. There is no conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Laird Foundation for
EIN
31-1610615
Phone
6082646460
Address
816 STATE ST, MADISON, WI 53706-1417

Signing Officer

Name
David Wilder
Title
Vice President/ Treasurer
Phone
6082646460
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wilder
Formed
1984
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mike Hablewitz CPA
Phone
6082744020
Raw XML Appendix323 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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ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$647,865
Liabilities
$0
Net assets
$647,865
Revenue
$37,460
Expenses
$0
Net income
$37,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.19$0.00$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.02$0.00$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.15$0.00$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.37$0.00$0.37
2018Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.49$0.05$0.44