Civic Intelligence

Wisconsin Historical Foundation Inc

990 • Fiscal year 2019 • EIN 39-0921093

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 21, 2020

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

15th percentile

0.02x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.03x

Higher debt load relative to revenue than 10% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$193,824

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

94th percentile

51%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

54%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$31,867,454

Up $10,732,716 (+51%) from 2018

Net Assets

Up

$31,328,442

Up $10,815,501 (+53%) from 2018

Liabilities

Down

$539,012

Down $82,785 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin95th percentile

Revenue

Up

$15,767,021

Up $5,496,154 (+54%) from 2018

Expenses

Down

$5,400,981

Down $1,021,299 (-16%) from 2018

Net Income

Up

$10,366,040

Up $6,517,453 (+169%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2019

Assets$31,867,454
Liabilities$539,012
Net Assets$31,328,442
Open 2019 Filing

Operations Trend

Revenue Growth91st 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

2019

Revenue$15,767,021
Expenses$5,400,981
Net Income$10,366,040
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$15,767,021
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,665,291$13,497,372▲ $1,832,081
Pledges and Grants Receivable$5,319,208$11,486,108▲ $6,166,900
Savings and Temporary Cash Investments$3,013,466$5,821,302▲ $2,807,836
Investments Other Securities$867,062$823,519▼ $43,543
Cash and Non-Interest-Bearing Accounts$146,751$120,365▼ $26,386
Accounts Receivable$96,767$90,399▼ $6,368
Prepaid Expenses and Deferred Charges$18,866$23,324▲ $4,458
Land, Buildings, and Equipment, Net$7,327$5,065▼ $2,262
Total Assets$21,134,738$31,867,454▲ $10,732,716
Liabilities
Accounts Payable and Accrued Expenses$468,836$282,057▼ $186,779
Escrow Account Liability$13,695$116,287▲ $102,592
Deferred Revenue$78,528$81,385▲ $2,857
Other Liabilities$60,738$59,283▼ $1,455
Total Liabilities$621,797$539,012▼ $82,785
Net Assets / Fund Balance
Temporarily Rstr Net Assets$8,222,759$17,909,053▲ $9,686,294
Permanently Rstr Net Assets$10,056,781$10,961,687▲ $904,906
Unrestricted Net Assets$2,233,401$2,457,702▲ $224,301
Total Net Assets Fund Balance$20,512,941$31,328,442▲ $10,815,501
Total Liabilities and Net Assets / Fund Balance$21,134,738$31,867,454▲ $10,732,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,065$159,662$164,727

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2015$8,598,040$1,488,628▲ $223,732$369,416$9,940,984
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David WilderExecutive Director (through January)FT$156,526$37,298$193,824
Julie LussierExecutive Director (beginning February)FT$107,182$22,721$129,903

Board Members and Trustees

NameTitle
Catherine OrtonChair
Terri RichardsVice Chair
Cathi Wiebrecht-searerDirector
Christopher BerryDirector
Dan PfeifferDirector
David RyderDirector
Derek TyusDirector
Diane Dei RossiDirector
Ed MurrayDirector
Ellen LangillDirector
Jack RhodesDirector
Jane VillaDirector
Jessie GarciaDirector
Josh JeffersDirector
Karl RobeDirector
Linda PrehnDirector
Michael YoungmanDirector
Rhona VogelDirector
Robert DohmenDirector
Stephen BrentonDirector
Thomas HandDirector
Rick ReinhartDirector (thru August 27)
Chris Her-xiongDirector (thru September 14)
Brian RudeEx-officio Voting Member
Greg HuberEx-officio Voting Member
Susan CraneSecretary
Patrick FeeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,388,821
Program Service Revenue
$1,326,693
Investment Income
$51,507
Other Revenue
$0
All Other Contributions
$14,388,821
Change in Net Assets
$10,366,040

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$131,140Quoted Market Prices
Total Noncash Contributions5$131,140-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,116,993
Other Expenses$1,796,801
Salaries, Compensation, and Employee Benefits$1,487,187
Total Fundraising Expense$780,851
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,116,993--$2,116,993
Other Salaries and Wages$176,927$288,857$313,271$779,055
Office Expenses$238,988$97,788$41,991$378,767
Other Employee Benefits$66,356$139,719$94,217$300,292
Current Officers, Directors, Trustees, and Key Employees$72,096$105,752$114,691$292,539
Fees for Services Other$7,258$167,755$96,650$271,663
Advertising$558$223,293$2,950$226,801
Fees for Services Management$133,169$12,801$12,021$157,991
Payroll Taxes$28,416$41,681$45,204$115,301
Travel$7,095$25,228$45,394$77,717
Information Technology-$67,522-$67,522
Other Expenses$13,228$16,386$5,090$34,704
Occupancy$16,491$9,773$4,276$30,540
Fees for Services Accounting-$18,000-$18,000
Conferences and Meetings$13,720$3,189$799$17,708
Insurance-$4,410-$4,410
All Other Expenses--$4,297$4,297
Depreciation Depletion-$2,261-$2,261
Total Functional Expenses$2,891,295$1,728,835$780,851$5,400,981
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Historical SocietyMadison, WIGovernmentGeneral Support$2,116,993
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$59,283
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
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. Qti consulting, inc. Was engaged in 2019 by the wisconsin historical foundation to complete an external market compensation analysis of all active employees through the identification of appropriate survey sources and collection of base pay and total cash compensation market data. Based on the 2019 market analysis, the current foundation levels of pay appear reasonable and competitive.”

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
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Lussier
Formed
1952
Legal Domicile
Wi
Voting Board Members
25
Independent Board Members
25
Employees
20
Volunteers
25

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.”

Raw XML AppendixShowing 400 of 751 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/BOYAmt0468836
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0282057
IRS990/AccountsReceivableGrp/BOYAmt096767
IRS990/AccountsReceivableGrp/EOYAmt090399
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/FundraisingAmt02950
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0223293
IRS990/AdvertisingGrp/ProgramServicesAmt0558
IRS990/AdvertisingGrp/TotalAmt0226801
IRS990/AllOtherContributionsAmt014388821
IRS990/AllOtherExpensesGrp/FundraisingAmt04297
IRS990/AllOtherExpensesGrp/TotalAmt04297
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JULIE LUSSIER
IRS990/BooksInCareOfDetail/PhoneNum06082646590
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0816 STATE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537061417
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0146751
IRS990/CashNonInterestBearingGrp/EOYAmt0120365
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0114691
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0105752
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt072096
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0292539
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0799
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03189
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt013720
IRS990/ConferencesMeetingsGrp/TotalAmt017708
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014388821
IRS990/CYGrantsAndSimilarPaidAmt02116993
IRS990/CYInvestmentIncomeAmt051507
IRS990/CYOtherExpensesAmt01796801
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01326693
IRS990/CYRevenuesLessExpensesAmt010366040
IRS990/CYSalariesCompEmpBnftPaidAmt01487187
IRS990/CYTotalExpensesAmt05400981
IRS990/CYTotalFundraisingExpenseAmt0780851
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015767021
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt078528
IRS990/DeferredRevenueGrp/EOYAmt081385
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02261
IRS990/DepreciationDepletionGrp/TotalAmt02261
IRS990/Desc0FUNDING PROVIDED BY THE WISCONSIN HISTORICAL FOUNDATION TO THE WISCONSIN HISTORICAL SOCIETY SUPPORTS ALL AREAS OF THE SOCIETY INCLUDING HISTORIC SITES AND MUSEUMS, ITS LIBRARY AND ARCHIVES, PUBLIC HISTORY AND HISTORIC PRESERVATION, AND THE WHS PRESS. THROUGH THOSE PROGRAM AREAS THE SOCIETY WAS ABLE TO PUT ON OVER 400 STATEWIDE PROGRAMS AND HOST THOUSANDS OF VISITORS TO THE 12 HISTORIC SITES AND MUSEUMS LOCATED ACROSS THE STATE. EACH YEAR THE SOCIETY IMPACTS OVER 3 MILLION USERS BETWEEN THE SITES, LIBRARY, WEBSITE, AND ARCHIVES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt013695
IRS990/EscrowAccountLiabilityGrp/EOYAmt0116287
IRS990/ExpenseAmt02141854
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesAccountingGrp/TotalAmt018000
IRS990/FeesForServicesManagementGrp/FundraisingAmt012021
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012801
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0133169
IRS990/FeesForServicesManagementGrp/TotalAmt0157991
IRS990/FeesForServicesOtherGrp/FundraisingAmt096650
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0167755
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07258
IRS990/FeesForServicesOtherGrp/TotalAmt0271663
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/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
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/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
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/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2722721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2837298
IRS990/Form990PartVIISectionAGrp/PersonNm0CATHERINE ORTON
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRI RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN CRANE
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICK FEE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTOPHER BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT DOHMEN
IRS990/Form990PartVIISectionAGrp/PersonNm6RHONA VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm8JACK RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL YOUNGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10LINDA PREHN
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHEN BRENTON
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSH JEFFERS
IRS990/Form990PartVIISectionAGrp/PersonNm13CHRIS HER-XIONG
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID RYDER
IRS990/Form990PartVIISectionAGrp/PersonNm15RICK REINHART
IRS990/Form990PartVIISectionAGrp/PersonNm16THOMAS HAND
IRS990/Form990PartVIISectionAGrp/PersonNm17DEREK TYUS
IRS990/Form990PartVIISectionAGrp/PersonNm18CATHI WIEBRECHT-SEARER
IRS990/Form990PartVIISectionAGrp/PersonNm19DIANE DEI ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm20JESSIE GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm21ELLEN LANGILL
IRS990/Form990PartVIISectionAGrp/PersonNm22ED MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm23DAN PFEIFFER
IRS990/Form990PartVIISectionAGrp/PersonNm24KARL ROBE
IRS990/Form990PartVIISectionAGrp/PersonNm25GREG HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm26BRIAN RUDE
IRS990/Form990PartVIISectionAGrp/PersonNm27JULIE LUSSIER
IRS990/Form990PartVIISectionAGrp/PersonNm28DAVID 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/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27107182
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28156526
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/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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 (THRU SEPTEMBER 14)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THRU AUGUST 27)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EX-OFFICIO VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26EX-OFFICIO VOTING MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXECUTIVE DIRECTOR (BEGINNING FEBRUARY)
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR (THROUGH JANUARY)
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt01367552
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02116993
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02116993
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt015767021
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt067522
IRS990/InformationTechnologyGrp/TotalAmt067522
IRS990/InsuranceGrp/ManagementAndGeneralAmt04410
IRS990/InsuranceGrp/TotalAmt04410
IRS990/InvestmentIncomeGrp/ExclusionAmt051507
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051507
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0867062
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0823519
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011665291
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013497372
IRS990/IRPDocumentCnt062
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0159662
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07327
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05065
IRS990/LandBldgEquipCostOrOtherBssAmt0164727
IRS990/LegalDomicileStateCd0WI
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/NetAssetsOrFundBalancesBOYAmt020512941
IRS990/NetAssetsOrFundBalancesEOYAmt031328442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0449461
IRS990/NoncashContributionsAmt0131140
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04276
IRS990/OccupancyGrp/ManagementAndGeneralAmt09773
IRS990/OccupancyGrp/ProgramServicesAmt016491
IRS990/OccupancyGrp/TotalAmt030540
IRS990/OfficeExpensesGrp/FundraisingAmt041991
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt097788
IRS990/OfficeExpensesGrp/ProgramServicesAmt0238988
IRS990/OfficeExpensesGrp/TotalAmt0378767
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt094217
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0139719
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066356
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0300292
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt05090
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0504420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116386
IRS990/OtherExpensesGrp/ProgramServicesAmt013228
IRS990/OtherExpensesGrp/TotalAmt0504420
IRS990/OtherExpensesGrp/TotalAmt134704
IRS990/OtherLiabilitiesGrp/BOYAmt060738
IRS990/OtherLiabilitiesGrp/EOYAmt059283
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0313271
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0288857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0176927
IRS990/OtherSalariesAndWagesGrp/TotalAmt0779055
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt045204
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041681
IRS990/PayrollTaxesGrp/ProgramServicesAmt028416
IRS990/PayrollTaxesGrp/TotalAmt0115301
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010056781
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010961687
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05319208
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt011486108
IRS990/PoliticalCampaignActyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$31,867,454
Liabilities
$539,012
Net assets
$31,328,442
Revenue
$15,767,021
Expenses
$5,400,981
Net income
$10,366,040
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