Civic Intelligence

Wisconsin Historical Foundation Inc

990 • Fiscal year 2014 • EIN 39-0921093

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 10, 2014

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

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.08x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

67th percentile

9.4%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

55th percentile

$185,164

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$14,064,703

Up $1,341,003 (+11%) from 2013

Net Assets

Up

$13,688,254

Up $1,346,343 (+11%) from 2013

Liabilities

Down

$376,449

Down $5,340 (-1.4%) from 2013

Revenue

Down

$4,607,597

Down $542,660 (-11%) from 2013

Expenses

Down

$4,172,751

Down $1,676,513 (-29%) from 2013

Net Income

Up

$434,846

Up $1,133,853 (+162%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$14,064,703
Liabilities$376,449
Net Assets$13,688,254

Operations Trend

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

2014

Revenue$4,607,597
Expenses$4,172,751
Net Income$434,846
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 10, 2014
Return Version
2013v3.0
Gross Receipts
$4,897,763
Mission and Program Overview

Mission

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.

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$7,893,155$8,810,162▲ $917,007
Investments Other Securities$1,879,602$2,002,988▲ $123,386
Pledges and Grants Receivable$1,140,269$1,630,254▲ $489,985
Savings and Temporary Cash Investments$1,117,672$1,186,285▲ $68,613
Cash and Non-Interest-Bearing Accounts$323,640$193,223▼ $130,417
Prepaid Expenses and Deferred Charges$139,293$141,134▲ $1,841
Accounts Receivable$169,388$70,376▼ $99,012
Land, Buildings, and Equipment, Net$60,681$30,281▼ $30,400
Total Assets$12,723,700$14,064,703▲ $1,341,003
Liabilities
Accounts Payable and Accrued Expenses$158,832$134,791▼ $24,041
Deferred Revenue$43,941$99,888▲ $55,947
Escrow Account Liability$83,358$83,950▲ $592
Other Liabilities$72,472$57,820▼ $14,652
Mortgage Notes Payable Secured by Investment Property$23,186--
Total Liabilities$381,789$376,449▼ $5,340
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,115,370$7,462,481▲ $347,111
Temporarily Rstr Net Assets$6,301,219$6,601,514▲ $300,295
Unrestricted Net Assets$-1,074,678$-375,741▲ $698,937
Total Net Assets Fund Balance$12,341,911$13,688,254▲ $1,346,343
Total Liabilities and Net Assets / Fund Balance$12,723,700$14,064,703▲ $1,341,003

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,281$130,489$160,770
Other Securities$2,002,988--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$7,592,478$373,082▲ $1,025,355$392,875$8,598,040
2013$6,657,721$315,366▲ $1,060,812$441,421$7,592,478
2012$8,430,304$794,925▼ $52,727$2,419,766$6,657,721
2011$3,638,884$4,100,167▲ $843,552$74,293$8,430,304
2010$3,192,929$80,000▲ $495,853$55,683$3,638,884
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane NixaExecutive DirectorFT$146,475$38,689$185,164
David WilderManaging DirectorFT$28,135$6,365$34,500

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Price Jones Consulting LLPConsulting-$276,440
Revenue and Support

Revenue Composition

Contributions and Grants
$3,885,443
Program Service Revenue
$445,795
Investment Income
$276,359
Other Revenue
$0
All Other Contributions
$3,885,443
Change in Net Assets
$434,846

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 Traded22$192,909Quoted Market Prices
Total Noncash Contributions22$192,909-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,747,215
Salaries, Compensation, and Employee Benefits$1,425,536
Total Fundraising Expense$1,144,358
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$877,868$34,335$51,083$963,286
Other Salaries and Wages$332,769-$463,926$796,695
Fees for Services Management$473,681$44,096$229,869$747,646
Other Expenses$337,752--$337,752
Current Officers, Directors, Trustees, and Key Employees-$216,803$52,863$269,666
Other Employee Benefits$77,212$14,175$123,056$214,443
All Other Expenses$72,511-$79,823$152,334
Advertising$126,616$5,517$11,019$143,152
Travel$49,091$22,268$32,862$104,221
Occupancy$63,462$36,444$1,362$101,268
Payroll Taxes$26,637$14,151$42,454$83,242
Pension Plan Contributions$23,707-$37,783$61,490
Information Technology$6,348$49,617$1,185$57,150
Fees for Service Investment Mgmnt Fees-$48,757-$48,757
Fees for Services Other$14,005$3,668$15,672$33,345
Interest-$19,437-$19,437
Depreciation Depletion$697$15,936$1,268$17,901
Fees for Services Accounting-$16,524-$16,524
Insurance$4,176$133$133$4,442
Total Functional Expenses$2,486,532$541,861$1,144,358$4,172,751
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 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
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 B, Line 11

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 15A

Compensation levels were established based on performance reviews and at the time the members of the governing body approved the budget for the 2013-2014 fiscal year.

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

EIN
39-0921093
Phone
6082646460

Signing Officer

Name
David Wilder
Title
Managing Director
Phone
6082646460
Signed
2014-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wilder
Formed
1952
Legal Domicile
Wi
Voting Board Members
19
Independent Board Members
19
Employees
38
Volunteers
25

Preparer

Preparer
Scott Haumersen 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.

Raw XML AppendixShowing 400 of 687 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0158832
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0134791
IRS990/AccountsReceivableGrp/BOYAmt0169388
IRS990/AccountsReceivableGrp/EOYAmt070376
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/FundraisingAmt011019
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05517
IRS990/AdvertisingGrp/ProgramServicesAmt0126616
IRS990/AdvertisingGrp/TotalAmt0143152
IRS990/AllOtherContributionsAmt03885443
IRS990/AllOtherExpensesGrp/FundraisingAmt079823
IRS990/AllOtherExpensesGrp/ProgramServicesAmt072511
IRS990/AllOtherExpensesGrp/TotalAmt0152334
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0DAVID WILDER
IRS990/BooksInCareOfDetail/PhoneNum06082646590
IRS990/BooksInCareOfDetail/USAddress/AddressLine10816 STATE ST
IRS990/BooksInCareOfDetail/USAddress/City0MADISON
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0537061417
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0323640
IRS990/CashNonInterestBearingGrp/EOYAmt0193223
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt052863
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0216803
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0269666
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0276440
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine10427 N SAINT ASAPH ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0ALEXANDRIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode022314
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10PRICE JONES CONSULTING LLP
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03885443
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0276359
IRS990/CYOtherExpensesAmt02747215
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0445795
IRS990/CYRevenuesLessExpensesAmt0434846
IRS990/CYSalariesCompEmpBnftPaidAmt01425536
IRS990/CYTotalExpensesAmt04172751
IRS990/CYTotalFundraisingExpenseAmt01144358
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04607597
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt043941
IRS990/DeferredRevenueGrp/EOYAmt099888
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01268
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015936
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0697
IRS990/DepreciationDepletionGrp/TotalAmt017901
IRS990/Desc0THE GOAL OF THE FORWARD CAMPAIGN WAS TO RAISE OVER $77 MILLION DOLLARS TO SUPPORT A VARIETY OF THE WISCONSIN HISTORICAL SOCIETY'S PROGRAMS AND ACCOMPLISH THREE MAIN GOALS: TO INNOVATE, TO PRESERVE, AND TO EVOLVE. THE FORWARD CAMPAIGN WAS COMPLETED IN 2012. THE REMAINING FUNDS HELD BY THE FOUNDATION ARE BEING USED TO SUPPORT WADE HOUSE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt083358
IRS990/EscrowAccountLiabilityGrp/EOYAmt083950
IRS990/ExpenseAmt0192811
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016524
IRS990/FeesForServicesAccountingGrp/TotalAmt016524
IRS990/FeesForServicesManagementGrp/FundraisingAmt0229869
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt044096
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0473681
IRS990/FeesForServicesManagementGrp/TotalAmt0747646
IRS990/FeesForServicesOtherGrp/FundraisingAmt015672
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03668
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt014005
IRS990/FeesForServicesOtherGrp/TotalAmt033345
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt048757
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt048757
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2328689
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt246365
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL YOUNGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN BRENTON
IRS990/Form990PartVIISectionAGrp/PersonNm3LOREN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE BALLWEG
IRS990/Form990PartVIISectionAGrp/PersonNm5RENEE BOLDT
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT DOHMEN
IRS990/Form990PartVIISectionAGrp/PersonNm7DENNIS DORN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm9C FREDERICK GEILFUSS II
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL GOTZLER
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES LANG
IRS990/Form990PartVIISectionAGrp/PersonNm12THOMAS MOHS
IRS990/Form990PartVIISectionAGrp/PersonNm13CATHERINE ORTON
IRS990/Form990PartVIISectionAGrp/PersonNm14PETER OSTLIND
IRS990/Form990PartVIISectionAGrp/PersonNm15GREG POPLETT
IRS990/Form990PartVIISectionAGrp/PersonNm16LINDA PREHN
IRS990/Form990PartVIISectionAGrp/PersonNm17RHONA VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVID ZWEIFEL
IRS990/Form990PartVIISectionAGrp/PersonNm19SCOTT KOWALSKI
IRS990/Form990PartVIISectionAGrp/PersonNm20JEFF RIESTER
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVE STOEFFEL
IRS990/Form990PartVIISectionAGrp/PersonNm22SARAH TRAAS
IRS990/Form990PartVIISectionAGrp/PersonNm23DIANE NIXA
IRS990/Form990PartVIISectionAGrp/PersonNm24DAVID WILDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23156475
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2428135
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24MANAGING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0114326
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0404492
IRS990/GrossReceiptsAmt04897763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01185
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt049617
IRS990/InformationTechnologyGrp/ProgramServicesAmt06348
IRS990/InformationTechnologyGrp/TotalAmt057150
IRS990/InsuranceGrp/FundraisingAmt0133
IRS990/InsuranceGrp/ManagementAndGeneralAmt0133
IRS990/InsuranceGrp/ProgramServicesAmt04176
IRS990/InsuranceGrp/TotalAmt04442
IRS990/InterestGrp/ManagementAndGeneralAmt019437
IRS990/InterestGrp/TotalAmt019437
IRS990/InvestmentIncomeGrp/ExclusionAmt0162033
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0162033
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01879602
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02002988
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07893155
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08810162
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0130489
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030281
IRS990/LandBldgEquipCostOrOtherBssAmt0160770
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0290166
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt023186
IRS990/NetAssetsOrFundBalancesBOYAmt012341911
IRS990/NetAssetsOrFundBalancesEOYAmt013688254
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0114326
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114326
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0911866
IRS990/NoncashContributionsAmt0192909
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01362
IRS990/OccupancyGrp/ManagementAndGeneralAmt036444
IRS990/OccupancyGrp/ProgramServicesAmt063462
IRS990/OccupancyGrp/TotalAmt0101268
IRS990/OfficeExpensesGrp/FundraisingAmt051083
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034335
IRS990/OfficeExpensesGrp/ProgramServicesAmt0877868
IRS990/OfficeExpensesGrp/TotalAmt0963286
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0123056
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014175
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt077212
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0214443
IRS990/OtherExpensesGrp/Desc0EXHIBITS AND COLLECTION
IRS990/OtherExpensesGrp/ProgramServicesAmt0337752
IRS990/OtherExpensesGrp/TotalAmt0337752
IRS990/OtherLiabilitiesGrp/BOYAmt072472
IRS990/OtherLiabilitiesGrp/EOYAmt057820
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0463926
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0332769
IRS990/OtherSalariesAndWagesGrp/TotalAmt0796695
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt042454
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014151
IRS990/PayrollTaxesGrp/ProgramServicesAmt026637
IRS990/PayrollTaxesGrp/TotalAmt083242
IRS990/PensionPlanContributionsGrp/FundraisingAmt037783
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023707
IRS990/PensionPlanContributionsGrp/TotalAmt061490
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07115370
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07462481
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01140269
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01630254
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0139293
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0141134
IRS990/PrincipalOfficerNm0DAVID WILDER
IRS990/PriorPeriodAdjustmentsAmt0-369
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561110
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2541611
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/Desc3MUSEUM PROJECT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0275821
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt196613

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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