Civic Intelligence

Dodge County Historical Society

EIN 39-0933146 • 501(c)3 • Beaver Dam, WI

Beaver Dam, WI
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

58th percentile

8.5%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$784,286

Up $31,106 (+4.1%) from 2022

Liabilities

Up

$1,479

Up $400 (+37%) from 2022

Net Assets

Up

$782,807

Up $30,706 (+4.1%) from 2022

Revenue

Down

$58,202

Down $10,642 (-15%) from 2022

Expenses

Down

$58,313

Down $40,153 (-41%) from 2022

Net Income

Up

-$111

Up $29,511 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $599,556Liabilities 2011: $673Net Assets 2011: $598,8832011Assets 2012: $632,798Liabilities 2012: $935Net Assets 2012: $631,8632012Assets 2013: $713,144Liabilities 2013: $1,011Net Assets 2013: $712,1332013Assets 2014: $739,315Liabilities 2014: $0Net Assets 2014: $739,3152014Assets 2015: $690,638Liabilities 2015: $1,042Net Assets 2015: $689,5962015Assets 2016: $735,366Liabilities 2016: $946Net Assets 2016: $734,4202016Assets 2017: $780,640Liabilities 2017: $1,274Net Assets 2017: $779,3662017Assets 2018: $712,373Liabilities 2018: $1,376Net Assets 2018: $710,9972018Assets 2019: $809,604Liabilities 2019: $1,279Net Assets 2019: $808,3252019Assets 2020: $817,752Liabilities 2020: $1,013Net Assets 2020: $816,7392020Assets 2021: $910,390Liabilities 2021: $1,328Net Assets 2021: $909,0622021Assets 2022: $753,180Liabilities 2022: $1,079Net Assets 2022: $752,1012022Assets 2023: $784,286Liabilities 2023: $1,479Net Assets 2023: $782,8072023

Latest loaded filing

2023

Assets$784,286
Liabilities$1,479
Net Assets$782,807

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $31,315Expenses 2011: $43,482Net Income 2011: -$12,1672011Revenue 2012: $30,547Expenses 2012: $40,054Net Income 2012: -$9,5072012Revenue 2013: $37,186Expenses 2013: $36,334Net Income 2013: $8522013Revenue 2014: $50,171Expenses 2014: $42,520Net Income 2014: $7,6512014Revenue 2015: $41,610Expenses 2015: $47,116Net Income 2015: -$5,5062015Revenue 2016: $35,976Expenses 2016: $36,096Net Income 2016: -$1202016Revenue 2017: $44,472Expenses 2017: $46,004Net Income 2017: -$1,5322017Revenue 2018: $46,250Expenses 2018: $42,363Net Income 2018: $3,8872018Revenue 2019: $40,968Expenses 2019: $39,367Net Income 2019: $1,6012019Revenue 2020: $31,848Expenses 2020: $52,818Net Income 2020: -$20,9702020Revenue 2021: $51,843Expenses 2021: $54,429Net Income 2021: -$2,5862021Revenue 2022: $68,844Expenses 2022: $98,466Net Income 2022: -$29,6222022Revenue 2023: $58,202Expenses 2023: $58,313Net Income 2023: -$1112023

Latest loaded filing

2023

Revenue$58,202
Expenses$58,313
Net Income-$111

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$0.01$7.83$0.58$0.58$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.53$0.01$7.52$0.69$0.98$0.30
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$9.10$0.01$9.09$0.52$0.54$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.01$8.17$0.32$0.53$0.21
2019Summary only. Only limited summary data is available for this year.$8.10$0.01$8.08$0.41$0.39$0.02
2018Summary only. Only limited summary data is available for this year.$7.12$0.01$7.11$0.46$0.42$0.04
2017Summary only. Only limited summary data is available for this year.$7.81$0.01$7.79$0.44$0.46$0.02
2016Summary only. Only limited summary data is available for this year.$7.35$0.01$7.34$0.36$0.36$0.00
2015Summary only. Only limited summary data is available for this year.$6.91$0.01$6.90$0.42$0.47$0.06
2014Summary only. Only limited summary data is available for this year.$7.39$0.00$7.39$0.50$0.43$0.08
2013Summary only. Only limited summary data is available for this year.$7.13$0.01$7.12$0.37$0.36$0.01
2012Summary only. Only limited summary data is available for this year.$6.33$0.01$6.32$0.31$0.40$0.10
2011Summary only. Only limited summary data is available for this year.$6.00$0.01$5.99$0.31$0.43$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Gross Receipts
$69,267
Mission and Program Overview

Mission

Operate the dodge county historical society museum, provide historical information to the general public, dislpay historical artifacts,provide scholarships to graduating high school students

Operate the dodge county historical society museum, provide historical information and education to the general public,display historical artifacts, provide scholarships to graduating high school students

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$782,807$831,731▲ $48,924
Investments in Publicly Traded Securities$774,284$822,058▲ $47,774
Savings and Temporary Cash Investments$10,000$10,000→ $0
Cash and Non-Interest-Bearing Accounts$2$979▲ $977
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$784,286$833,037▲ $48,751
Liabilities
Accounts Payable and Accrued Expenses$1,479$1,306▼ $173
Total Liabilities$1,479$1,306▼ $173
Net Assets / Fund Balance
Total Net Assets Fund Balance$782,807$831,731▲ $48,924
Total Liabilities and Net Assets / Fund Balance$784,286$833,037▲ $48,751
Compensation and Service Providers

Board Members and Trustees

NameTitle
Patrick LutzPresident
Mark BornVice-president
Beth RueterDirector
Glen LinkDirector
Jenny HarrisDirector
Jeremy MasonDirector
Kathy BarnettDirector
Ken ThomasDirector
Mary Beth JacobsonDirector
Mary CudnohfskyDirector
Steve HankesDirector
Steven KuenziDirector
Laurie ProbstSecretary
Dean TillemaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,495
Program Service Revenue
$0
Investment Income
$57,734
Other Revenue
$-387
All Other Contributions
$5,600
Change in Net Assets
$5,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,956
Salaries, Compensation, and Employee Benefits$25,922
Grants and Similar Amounts Paid$5,225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$24,080-$24,080
Occupancy-$20,913-$20,913
Grants to Domestic Orgs$3,225--$3,225
Grants to Domestic Individuals$2,000--$2,000
Payroll Taxes-$1,842-$1,842
Insurance-$1,237-$1,237
Office Expenses-$1,177-$1,177
Other Expenses$550$150-$150
Total Functional Expenses$12,704$49,399$0$62,103
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,425
Fundraising Gross Income$652
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Part vi, section b, line 11b : the return is presented to the finance committee for review prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

Part vi, section c, line 19 : all organization documents are available upon request. Records are in the custody of the treasurer, secretary and are also available at the museum office.

Filing and Contact Details

Filer

Filer Name
Dodge County Historical Society
EIN
39-0933146
Phone
9208871266
Address
105 PARK AVE, BEAVER DAM, WI 53916

Signing Officer

Name
Dean S Tillema
Title
Treasurer
Phone
9208871266
Signed
2025-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Lutz
Formed
1988
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
3

Preparer

Firm
O'CONNOR WELLS & VANDER WERFF LLC
Address
111 E MAIN STREET, WAUPUN, WI 53963
Preparer
Dean S Tillema
Phone
9203249711
Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2DEAN TILLEMA
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURIE PROBST
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHY BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY CUDNOHFSKY
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IRS990/Form990PartVIISectionAGrp/PersonNm13BETH RUETER
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01842
IRS990/PayrollTaxesGrp/TotalAmt01842
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICK LUTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DONATED A COMMEMORATIVE PLAQUE TO THE CITY OF BEAVER DAM'S PARK CALLED SWAN CITY PARK
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03225
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03225
IRS990/ProgSrvcAccomActy3Grp/Desc0COSTS TO UPGRADE HISTORICAL DISPLAY AREAS IN THE MUSEUM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06929
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDED EDUCATIONAL SPEAKERS TO THE GENERAL PUBLIC REGARDING HISTORICAL TOPICS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013625
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02000
IRS990/PYInvestmentIncomeAmt044296
IRS990/PYOtherExpensesAmt028768
IRS990/PYOtherRevenueAmt0281
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-111
IRS990/PYSalariesCompEmpBnftPaidAmt027545
IRS990/PYTotalExpensesAmt058313
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt058202
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05739
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0782807
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0831731
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08481
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06070
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt036800
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt065000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt065000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt065000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt065000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0325000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt057734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt048203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt043406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025680
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0219319
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62260
IRS990ScheduleA/PublicSupportPY170Pct00.64720
IRS990ScheduleA/PublicSupportTotal170Amt0361800
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073481
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt071070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt070979
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0361800
IRS990ScheduleA/TotalSupportAmt0581119
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI, SECTION B, LINE 11B : THE RETURN IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART VI, SECTION C, LINE 19 : ALL ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST. RECORDS ARE IN THE CUSTODY OF THE TREASURER, SECRETARY AND ARE ALSO AVAILABLE AT THE MUSEUM OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0784286
IRS990/TotalAssetsEOYAmt0833037
IRS990/TotalAssetsGrp/BOYAmt0784286
IRS990/TotalAssetsGrp/EOYAmt0833037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010495
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012704
IRS990/TotalFunctionalExpensesGrp/TotalAmt062103
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01479
IRS990/TotalLiabilitiesEOYAmt01306
IRS990/TotalLiabilitiesGrp/BOYAmt01479
IRS990/TotalLiabilitiesGrp/EOYAmt01306
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0782807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0831731
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0550
IRS990/TotalProgramServiceExpensesAmt012704
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0386
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067842
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0784286
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0833037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0105 PARK AVE
IRS990/USAddress/CityNm0BEAVER DAM
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053916
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0DODGECOUNTYHISTORY.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN S TILLEMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09208871266
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DODGE COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0DODG
ReturnHeader/Filer/EIN0390933146
ReturnHeader/Filer/PhoneNum09208871266
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 PARK AVE
ReturnHeader/Filer/USAddress/CityNm0BEAVER DAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053916
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391742997
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNOR WELLS & VANDER WERFF LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUPUN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053963
ReturnHeader/PreparerPersonGrp/PhoneNum09203249711
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-03

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