Civic Intelligence

Wisconsin History Foundation Inc.

990 • Fiscal year 2020 • EIN 39-0921093

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 22, 2021

Organization ProfileWWW.WISCONSINHISTORY.ORG/WHF

View Organization Page

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.06x

Higher debt load relative to revenue than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$138,919

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

54th percentile

8.4%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$34,546,322

Up $2,678,868 (+8.4%) from 2019

Net Assets

Up

$34,053,817

Up $2,725,375 (+8.7%) from 2019

Liabilities

Down

$492,505

Down $46,507 (-8.6%) from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin86th percentile

Revenue

Down

$8,474,172

Down $7,292,849 (-46%) from 2019

Expenses

Up

$5,618,168

Up $217,187 (+4.0%) from 2019

Net Income

Down

$2,856,004

Down $7,510,036 (-72%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,116,475Liabilities 2011: $703,274Net Assets 2011: $15,413,2012011Assets 2012: $12,556,707Liabilities 2012: $878,451Net Assets 2012: $11,678,2562012Assets 2013: $12,723,700Liabilities 2013: $381,789Net Assets 2013: $12,341,9112013Assets 2014: $14,064,703Liabilities 2014: $376,449Net Assets 2014: $13,688,2542014Assets 2015: $14,126,155Liabilities 2015: $369,792Net Assets 2015: $13,756,3632015Assets 2016: $14,385,688Liabilities 2016: $436,224Net Assets 2016: $13,949,4642016Assets 2017: $16,609,524Liabilities 2017: $502,435Net Assets 2017: $16,107,0892017Assets 2018: $21,134,738Liabilities 2018: $621,797Net Assets 2018: $20,512,9412018Assets 2019: $31,867,454Liabilities 2019: $539,012Net Assets 2019: $31,328,4422019Assets 2020: $34,546,322Liabilities 2020: $492,505Net Assets 2020: $34,053,8172020Assets 2021: $42,677,251Liabilities 2021: $472,282Net Assets 2021: $42,204,9692021Assets 2022: $57,186,900Liabilities 2022: $11,012,134Net Assets 2022: $46,174,7662022Assets 2023: $58,733,158Liabilities 2023: $10,784,783Net Assets 2023: $47,948,3752023Assets 2024: $65,991,536Liabilities 2024: $10,874,224Net Assets 2024: $55,117,3122024Assets 2025: $78,694,313Liabilities 2025: $970,193Net Assets 2025: $77,724,1202025

Highlighted filing

2020

Assets$34,546,322
Liabilities$492,505
Net Assets$34,053,817
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $3,126,034Expenses 2011: $5,523,065Net Income 2011: -$2,397,0312011Revenue 2012: $3,325,724Expenses 2012: $6,554,830Net Income 2012: -$3,229,1062012Revenue 2013: $5,150,257Expenses 2013: $5,849,264Net Income 2013: -$699,0072013Revenue 2014: $4,607,597Expenses 2014: $4,172,751Net Income 2014: $434,8462014Revenue 2015: $4,749,297Expenses 2015: $4,659,904Net Income 2015: $89,3932015Revenue 2016: $4,784,335Expenses 2016: $4,025,830Net Income 2016: $758,5052016Revenue 2017: $6,263,529Expenses 2017: $5,089,058Net Income 2017: $1,174,4712017Revenue 2018: $10,270,867Expenses 2018: $6,422,280Net Income 2018: $3,848,5872018Revenue 2019: $15,767,021Expenses 2019: $5,400,981Net Income 2019: $10,366,0402019Revenue 2020: $8,474,172Expenses 2020: $5,618,168Net Income 2020: $2,856,0042020Revenue 2021: $8,796,089Expenses 2021: $4,607,523Net Income 2021: $4,188,5662021Revenue 2022: $14,378,166Expenses 2022: $7,116,324Net Income 2022: $7,261,8422022Revenue 2023: $8,488,313Expenses 2023: $7,733,852Net Income 2023: $754,4612023Revenue 2024: $19,561,127Expenses 2024: $14,522,621Net Income 2024: $5,038,5062024Revenue 2025: $35,049,150Expenses 2025: $14,747,525Net Income 2025: $20,301,6252025

Highlighted filing

2020

Revenue$8,474,172
Expenses$5,618,168
Net Income$2,856,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.2
Gross Receipts
$8,474,172
Mission and Program Overview

Mission

To support the wisconsin historical society's mission to help connect people to the past by collecting, preserving, and sharing stories.

The wisconsin historical foundation exists to advance the mission of the wisconsin historical society: to help people connect to the past by collecting, preserving and sharing stories.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,497,372$13,648,571▲ $151,199
Pledges and Grants Receivable$11,486,108$11,145,051▼ $341,057
Savings and Temporary Cash Investments$5,821,302$8,653,262▲ $2,831,960
Investments Other Securities$823,519$784,804▼ $38,715
Cash and Non-Interest-Bearing Accounts$120,365$160,991▲ $40,626
Accounts Receivable$90,399$131,147▲ $40,748
Prepaid Expenses and Deferred Charges$23,324$19,285▼ $4,039
Land, Buildings, and Equipment, Net$5,065$3,211▼ $1,854
Total Assets$31,867,454$34,546,322▲ $2,678,868
Liabilities
Accounts Payable and Accrued Expenses$282,057$340,836▲ $58,779
Deferred Revenue$81,385$83,917▲ $2,532
Other Liabilities$59,283$57,820▼ $1,463
Escrow Account Liability$116,287$9,932▼ $106,355
Total Liabilities$539,012$492,505▼ $46,507
Net Assets / Fund Balance
Net Assets With Donor Restrictions$28,870,740$31,103,671▲ $2,232,931
Net Assets Without Donor Restrictions$2,457,702$2,950,146▲ $492,444
Total Net Assets Fund Balance$31,328,442$34,053,817▲ $2,725,375
Total Liabilities and Net Assets / Fund Balance$31,867,454$34,546,322▲ $2,678,868

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,211$161,516$164,727

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$13,892,544$228,955▲ $88,856$432,518$13,758,716
2019$11,918,392$1,992,188▲ $393,395$411,431$13,892,544
2018$10,574,703$1,045,307▲ $677,547$379,165$11,918,392
2017$9,486,372$482,178▲ $1,234,199$628,046$10,574,703
2016$9,940,984$374,207▼ $428,695$400,124$9,486,372
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie LussierExecutive DirectorFT$114,933$23,986$138,919

Board Members and Trustees

NameTitle
Theresa RichardsChair
Patrick FeeVice Chair
Catherine OrtonDirector
Cathi Wiebrecht-searerDirector
Daniel PfeifferDirector
David RyderDirector
Derek TyusDirector
Diane Dei RossiDirector
Edward MurrayDirector
Ellen LangillDirector
Jack RhodesDirector
Jane VillaDirector
Jessie GarciaDirector
Karl RobeDirector
Linda PrehnDirector
Michael YoungmanDirector
Rhona VogelDirector
Angela BartellEx-officio Voting Member
Gregory HuberEx-officio Voting Member
Susan CraneSecretary
Stephen BrentonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,356,509
Program Service Revenue
$1,793,291
Investment Income
$324,372
Other Revenue
$0
All Other Contributions
$6,083,509
Change in Net Assets
$2,856,004

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$52,242Quoted Market Prices
Total Noncash Contributions5$52,242-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,685,762
Salaries, Compensation, and Employee Benefits$1,638,810
Other Expenses$1,293,596
Total Fundraising Expense$628,576
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,685,762--$2,685,762
Other Salaries and Wages$237,795$486,553$330,364$1,054,712
Office Expenses$219,407$81,929$16,108$317,444
Advertising$5,030$231,124-$236,154
Fees for Services Other$6,625$173,077$54,089$233,791
Other Employee Benefits$41,844$97,864$70,097$209,805
Fees for Services Management$136,063$17,084$11,689$164,836
Current Officers, Directors, Trustees, and Key Employees$36,448$74,577$50,637$161,662
Pension Plan Contributions$25,737$52,660$35,756$114,153
Payroll Taxes$22,203$45,429$30,846$98,478
Information Technology$8,138$75,251-$83,389
Conferences and Meetings-$59,803$634$60,437
Fees for Service Investment Mgmnt Fees-$42,203-$42,203
Travel$3,448$12,395$19,639$35,482
Occupancy$11,697$15,613$3,033$30,343
Fees for Services Accounting-$19,700-$19,700
Insurance-$9,793-$9,793
Other Expenses$4,404$9,041$5,684$9,041
Depreciation Depletion-$1,854-$1,854
Total Functional Expenses$3,444,601$1,544,991$628,576$5,618,168
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Historical SocietyMadison, WIGovernmentGeneral Support$2,685,762
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annual Gift Annuity$57,820
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The prepared form 990 is reviewed by the members of the audit committee before the return is filed with the irs.”

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

“All 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 B, Line 15

“Compensation levels are established based on an annual performance review given by the board chair based on input from the executive committee.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Wisconsin Historical Foundation Inc
EIN
39-0921093
Phone
6082646460
Address
816 STATE ST, MADISON, WI 53706-1417

Signing Officer

Name
Julie Lussier
Title
Executive Director
Phone
6082646460
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Lussier
Formed
1952
Legal Domicile
Wi
Voting Board Members
22
Independent Board Members
22
Employees
25
Volunteers
22

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Mike Hablewitz CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The wisconsin historical foundation, inc. Collects receipts and makes disbursements on behalf of the wisconsin historical society for the society's press book.”

PART V, LINE 4:

“The wisconsin historical foundation, inc. Uses earnings from endowment funds to support the various divisions within the wisconsin historical society including historic sites and museums, library and archives, and historic preservation and public history.”

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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/PersonNm9DANIEL PFEIFFER
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA PREHN
IRS990/Form990PartVIISectionAGrp/PersonNm11JACK RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm12KARL ROBE
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID RYDER
IRS990/Form990PartVIISectionAGrp/PersonNm14DEREK TYUS
IRS990/Form990PartVIISectionAGrp/PersonNm15JANE VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm16RHONA VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm17CATHI WIEBRECHT-SEARER
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL YOUNGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19GREGORY HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm20ANGELA BARTELL
IRS990/Form990PartVIISectionAGrp/PersonNm21JULIE LUSSIER
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20EX-OFFICIO VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
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IRS990/InformationTechnologyGrp/ProgramServicesAmt08138
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IRS990/InsuranceGrp/ManagementAndGeneralAmt09793
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt013648571
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IRS990/IRPDocumentW2GCnt00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WISCONSIN HISTORICAL FOUNDATION EXISTS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY: TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING AND SHARING STORIES.
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IRS990/OccupancyGrp/FundraisingAmt03033
IRS990/OccupancyGrp/ManagementAndGeneralAmt015613
IRS990/OccupancyGrp/ProgramServicesAmt011697
IRS990/OccupancyGrp/TotalAmt030343
IRS990/OfficeExpensesGrp/FundraisingAmt016108
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt081929
IRS990/OfficeExpensesGrp/ProgramServicesAmt0219407
IRS990/OfficeExpensesGrp/TotalAmt0317444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0209805
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1127359
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE WISCONSIN HISTORICAL FOUNDATION, INC. IS IN THE EARLY PHASES OF A CAMPAIGN TO BUILD A NEW WISCONSIN HISTORY MUSEUM. IN 2017, AT THE REQUEST OF THE WISCONSIN HISTORICAL SOCIETY'S BOARD OF CURATORS, THE WISCONSIN HISTORICAL FOUNDATION, INC. BOARD APPROVED A MOTION TO BEGIN A CAPITAL CAMPAIGN TO RAISE $50 MILLION FOR THE NEW MUSEUM PROJECT.
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IRS990/ReconcilationRevenueExpnssAmt02856004
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IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,546,322
Liabilities
$492,505
Net assets
$34,053,817
Revenue
$8,474,172
Expenses
$5,618,168
Net income
$2,856,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.7$0.97$77.7$35.0$14.7$20.3
2024Detailed filing. Detailed filing data is available for this year.$66.0$10.9$55.1$19.6$14.5$5.04
2023Detailed filing. Detailed filing data is available for this year.$58.7$10.8$47.9$8.49$7.73$0.75
2022Detailed filing. Detailed filing data is available for this year.$57.2$11.0$46.2$14.4$7.12$7.26
2021Detailed filing. Detailed filing data is available for this year.$42.7$0.47$42.2$8.80$4.61$4.19
2020Detailed filing. Detailed filing data is available for this year.$34.5$0.49$34.1$8.47$5.62$2.86
2019Detailed filing. Detailed filing data is available for this year.$31.9$0.54$31.3$15.8$5.40$10.4
2018Detailed filing. Detailed filing data is available for this year.$21.1$0.62$20.5$10.3$6.42$3.85
2017Detailed filing. Detailed filing data is available for this year.$16.6$0.50$16.1$6.26$5.09$1.17
2016Detailed filing. Detailed filing data is available for this year.$14.4$0.44$13.9$4.78$4.03$0.76
2015Detailed filing. Detailed filing data is available for this year.$14.1$0.37$13.8$4.75$4.66$0.09
2014Detailed filing. Detailed filing data is available for this year.$14.1$0.38$13.7$4.61$4.17$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.38$12.3$5.15$5.85$0.70
2012Summary only. Only limited summary data is available for this year.$12.6$0.88$11.7$3.33$6.55$3.23
2011Summary only. Only limited summary data is available for this year.$16.1$0.70$15.4$3.13$5.52$2.40
Peer Organizations

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