Civic Intelligence

Marathon County Historical Society

990 • Fiscal year 2018 • EIN 39-0875968

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 08, 2019

Organization ProfileN/A
410 Mcindoe StreetWausau, WI 54401

(715) 842-5750

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

10th percentile

-25%

Higher net margin than 10% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$34,905

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

36th percentile

-1.5%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$8,927,487

Down $135,694 (-1.5%) from 2017

Net Assets

Down

$8,924,435

Down $130,129 (-1.4%) from 2017

Liabilities

Down

$3,052

Down $5,565 (-65%) from 2017

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin10th percentile

Revenue

Up

$396,619

Up $60,585 (+18%) from 2017

Expenses

Up

$495,572

Up $72,222 (+17%) from 2017

Net Income

Down

-$98,953

Down $11,637 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,035,119Liabilities 2011: $19,108Net Assets 2011: $4,016,0112011Assets 2012: $4,834,641Liabilities 2012: $28,422Net Assets 2012: $4,806,2192012Assets 2013: $8,386,651Liabilities 2013: $9,839Net Assets 2013: $8,376,8122013Assets 2014: $8,633,924Liabilities 2014: $10,994Net Assets 2014: $8,622,9302014Assets 2015: $8,398,398Liabilities 2015: $5,989Net Assets 2015: $8,392,4092015Assets 2016: $8,509,356Liabilities 2016: $9,551Net Assets 2016: $8,499,8052016Assets 2017: $9,063,181Liabilities 2017: $8,617Net Assets 2017: $9,054,5642017Assets 2018: $8,927,487Liabilities 2018: $3,052Net Assets 2018: $8,924,4352018Assets 2019: $9,798,383Liabilities 2019: $19,009Net Assets 2019: $9,779,3742019Assets 2020: $10,718,213Liabilities 2020: $17,256Net Assets 2020: $10,700,9572020Assets 2021: $11,467,889Liabilities 2021: $17,352Net Assets 2021: $11,450,5372021Assets 2022: $10,191,445Liabilities 2022: $15,042Net Assets 2022: $10,176,4032022Assets 2023: $10,873,990Liabilities 2023: $18,423Net Assets 2023: $10,855,5672023Assets 2024: $14,011,844Liabilities 2024: $27,746Net Assets 2024: $13,984,0982024

Highlighted filing

2018

Assets$8,927,487
Liabilities$3,052
Net Assets$8,924,435
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $287,549Expenses 2011: $254,247Net Income 2011: $33,3022011Revenue 2012: $269,859Expenses 2012: $329,651Net Income 2012: -$59,7922012Revenue 2013: $525,797Expenses 2013: $355,204Net Income 2013: $170,5932013Revenue 2014: $641,953Expenses 2014: $395,835Net Income 2014: $246,1182014Revenue 2015: $210,362Expenses 2015: $440,883Net Income 2015: -$230,5212015Revenue 2016: $511,672Expenses 2016: $404,276Net Income 2016: $107,3962016Revenue 2017: $336,034Expenses 2017: $423,350Net Income 2017: -$87,3162017Revenue 2018: $396,619Expenses 2018: $495,572Net Income 2018: -$98,9532018Revenue 2019: $388,953Expenses 2019: $528,574Net Income 2019: -$139,6212019Revenue 2020: $399,008Expenses 2020: $426,991Net Income 2020: -$27,9832020Revenue 2021: $399,165Expenses 2021: $477,186Net Income 2021: -$78,0212021Revenue 2022: $413,887Expenses 2022: $557,200Net Income 2022: -$143,3132022Revenue 2023: $399,407Expenses 2023: $653,211Net Income 2023: -$253,8042023Revenue 2024: $3,237,587Expenses 2024: $656,885Net Income 2024: $2,580,7022024

Highlighted filing

2018

Revenue$396,619
Expenses$495,572
Net Income-$98,953
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 8, 2019
Return Version
2018v3.1
Gross Receipts
$396,619
Mission and Program Overview

Mission

To foster and promote the study of the history of marathon county and the surrounding area, and in connection therewith, to collect, preserve, and display historical records, documents, and objects for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,033,141$4,910,964▼ $122,177
Land, Buildings, and Equipment, Net$3,698,322$3,778,009▲ $79,687
Savings and Temporary Cash Investments$170,914$187,960▲ $17,046
Cash and Non-Interest-Bearing Accounts$159,804$50,554▼ $109,250
Accounts Receivable$1,000--
Total Assets$9,063,181$8,927,487▼ $135,694
Liabilities
Accounts Payable and Accrued Expenses$8,617$3,052▼ $5,565
Total Liabilities$8,617$3,052▼ $5,565
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,081,684$4,999,313▼ $82,371
Unrestricted Net Assets$3,972,880$3,925,122▼ $47,758
Total Net Assets Fund Balance$9,054,564$8,924,435▼ $130,129
Total Liabilities and Net Assets / Fund Balance$9,063,181$8,927,487▼ $135,694

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,478,481$889,194$4,367,675
Other Land Buildings$133,381$41,132$174,513
Land$150,474-$150,474
Equipment$15,673$44,658$60,331

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,033,141$17,835▲ $57,037$-152,053$4,910,964
2017$4,516,718$2,854▲ $742,084$-185,000$5,033,141
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary ForerExecutive DiFT$34,905$34,905

Board Members and Trustees

NameTitle
Russ WilsonPresident
Bill BertramDirector
Brian WilliamsDirector
Dorothy MaxfieldDirector
Dr Brett BarkerDirector
Duwayne ZamzowDirector
Gerald VisteDirector
Greg HuberDirector
Kelly ZagrzebskiDirector
Laurel HoffmannDirector
Mary RobertsDirector
Richard LohrDirector
Robert Hagge JrDirector
Sandi CihlarDirector
Jane Janke JohnsonSecretary
Pat GoszTreasurer
John HattenhauerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$204,151
Program Service Revenue
$87,438
Investment Income
$91,518
Other Revenue
$13,512
All Other Contributions
$129,280
Change in Net Assets
$-98,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$396,619
Revenue Not Reported on Form 990
$-31,176
Total Revenue per Audited Statements
$365,443
Total Revenue per Form 990
$396,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,967
Salaries, Compensation, and Employee Benefits$191,605
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,528$35,510-$142,038
Depreciation Depletion$76,761$3,198-$79,959
Current Officers, Directors, Trustees, and Key Employees$26,179$8,726-$34,905
Occupancy$13,715$13,715-$27,430
Insurance$14,867$460-$15,327
Payroll Taxes$10,996$3,666-$14,662
Other Expenses$6,278$6,277-$12,555
Office Expenses$4,699$3,202-$7,901
Advertising$3,183$3,182-$6,365
Fees for Services Accounting-$5,602-$5,602
All Other Expenses$3,529$2,063-$5,592
Information Technology$2,436$2,436-$4,872
Conferences and Meetings-$1,606-$1,606
Travel-$718-$718
Total Functional Expenses$333,649$161,923$0$495,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$495,572
Total Expenses per Audited Statements$495,572
Total Expenses per Form 990$495,572
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
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“This form is reviewed by the treasurer before filing.”

Form 990, Page 6, Part VI, Line 19

“Disclosure of the organization's documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Marathon County Historical Society
EIN
39-0875968
Phone
7158425750
Address
410 MCINDOE STREET, WAUSAU, WI 54401

Signing Officer

Name
Pat Gosz
Title
Treasurer
Phone
7158425750
Signed
2019-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russ Wilson
Formed
1952
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
23
Volunteers
145

Preparer

Firm
Kerberrose Sc
Address
115 E 5TH ST, SHAWANO, WI 54166
Preparer
Zachary Linsmeyer CPA
Phone
7155269400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are maintained for future maintenance and repairs on historical properties owned by the organization, educational events and programs, and for the future acquisition of assets that will further commemorate the history of marathon county.”

Schedule D, Page 3, Part X

“The organization is a charitable organization under section 501 (c)(3) of the internal revenue code, and thus is exempt from income taxes. Gifts, grants and bequests are deductible by donors within limitations of the internal revenue code. The organization is subject to a tax on income from any unrelated activities. The organization continually evaluates its tax positions, changes in tax law and new authoritative rulings for potential implications to its tax status. The organization's federal returns are subject to examination generally for three years after they are filed and its state returns generally for four years after they are filed.”

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IRS990/MissionDesc0TO FOSTER AND PROMOTE THE STUDY OF THE HISTORY OF MARATHON COUNTY AND THE SURROUNDING AREA, AND IN CONNECTION THEREWITH, TO COLLECT, PRESERVE, AND DISPLAY HISTORICAL RECORDS, DOCUMENTS, AND OBJECTS FOR FUTURE GENERATIONS.
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IRS990/OtherExpensesGrp/Desc2EXHIBITS/ PROGRAMS
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IRS990/PrincipalOfficerNm0RUSS WILSON
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GROSS RENTS 78,149
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE MAINTAINED FOR FUTURE MAINTENANCE AND REPAIRS ON HISTORICAL PROPERTIES OWNED BY THE ORGANIZATION, EDUCATIONAL EVENTS AND PROGRAMS, AND FOR THE FUTURE ACQUISITION OF ASSETS THAT WILL FURTHER COMMEMORATE THE HISTORY OF MARATHON COUNTY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A CHARITABLE ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE, AND THUS IS EXEMPT FROM INCOME TAXES. GIFTS, GRANTS AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED ACTIVITIES. THE ORGANIZATION CONTINUALLY EVALUATES ITS TAX POSITIONS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS. THE ORGANIZATION'S FEDERAL RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,927,487
Liabilities
$3,052
Net assets
$8,924,435
Revenue
$396,619
Expenses
$495,572
Net income
-$98,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.03$14.0$3.24$0.66$2.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.02$10.9$0.40$0.65$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.02$10.2$0.41$0.56$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.02$11.5$0.40$0.48$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.02$10.7$0.40$0.43$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.80$0.02$9.78$0.39$0.53$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.92$0.40$0.50$0.10
2017Summary only. Only limited summary data is available for this year.$9.06$0.01$9.05$0.34$0.42$0.09
2016Summary only. Only limited summary data is available for this year.$8.51$0.01$8.50$0.51$0.40$0.11
2015Summary only. Only limited summary data is available for this year.$8.40$0.01$8.39$0.21$0.44$0.23
2014Summary only. Only limited summary data is available for this year.$8.63$0.01$8.62$0.64$0.40$0.25
2013Summary only. Only limited summary data is available for this year.$8.39$0.01$8.38$0.53$0.36$0.17
2012Summary only. Only limited summary data is available for this year.$4.83$0.03$4.81$0.27$0.33$0.06
2011Summary only. Only limited summary data is available for this year.$4.04$0.02$4.02$0.29$0.25$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $5M-$10M nonprofits