Civic Intelligence

Ripon Historical Society

990 • Fiscal year 2018 • EIN 39-1034964

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileWWW.RIPONHISTORY.COM
508 Watson StreetRipon, WI 54971

(920) 748-5354

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

18th percentile

-9.5%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-9.1%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$740,743

Down $78,003 (-9.5%) from 2017

Net Assets

Down

$740,743

Down $78,003 (-9.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin74th percentile

Revenue

Down

$43,440

Down $4,369 (-9.1%) from 2017

Expenses

Up

$36,096

Up $5,362 (+17%) from 2017

Net Income

Down

$7,344

Down $9,731 (-57%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$1.0M$500K$0Assets 2011: $651,153Liabilities 2011: $0Net Assets 2011: $651,1532011Assets 2012: $693,920Liabilities 2012: $0Net Assets 2012: $693,9202012Assets 2013: $771,010Liabilities 2013: $0Net Assets 2013: $771,0102013Assets 2014: $781,069Liabilities 2014: $0Net Assets 2014: $781,0692014Assets 2015: $722,609Liabilities 2015: $0Net Assets 2015: $722,6092015Assets 2016: $738,513Liabilities 2016: $0Net Assets 2016: $738,5132016Assets 2017: $818,746Liabilities 2017: $0Net Assets 2017: $818,7462017Assets 2018: $740,743Liabilities 2018: $0Net Assets 2018: $740,7432018Assets 2019: $835,030Liabilities 2019: $0Net Assets 2019: $835,0302019Assets 2020: $865,869Liabilities 2020: $0Net Assets 2020: $865,8692020Assets 2021: $967,173Liabilities 2021: $1,261Net Assets 2021: $965,9122021Assets 2022: $750,624Liabilities 2022: $1,282Net Assets 2022: $749,3422022Assets 2023: $781,776Liabilities 2023: $2,951Net Assets 2023: $778,8252023Assets 2024: $803,810Liabilities 2024: $1,064Net Assets 2024: $802,7462024

Highlighted filing

2018

Assets$740,743
Liabilities$0
Net Assets$740,743
Open 2018 Filing

Operations Trend

Revenue Growth25th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $65,417Expenses 2011: $35,851Net Income 2011: $29,5662011Revenue 2012: $49,515Expenses 2012: $42,262Net Income 2012: $7,2532012Revenue 2013: $77,500Expenses 2013: $41,186Net Income 2013: $36,3142013Revenue 2014: $66,823Expenses 2014: $45,127Net Income 2014: $21,6962014Revenue 2015: $73,592Expenses 2015: $45,536Net Income 2015: $28,0562015Revenue 2016: $61,241Expenses 2016: $32,785Net Income 2016: $28,4562016Revenue 2017: $47,809Expenses 2017: $30,734Net Income 2017: $17,0752017Revenue 2018: $43,440Expenses 2018: $36,096Net Income 2018: $7,3442018Revenue 2019: $45,971Expenses 2019: $47,662Net Income 2019: -$1,6912019Revenue 2020: $18,181Expenses 2020: $61,680Net Income 2020: -$43,4992020Revenue 2021: $66,512Expenses 2021: $49,125Net Income 2021: $17,3872021Revenue 2022: $68,211Expenses 2022: $114,172Net Income 2022: -$45,9612022Revenue 2023: $32,487Expenses 2023: $88,893Net Income 2023: -$56,4062023Revenue 2024: $37,136Expenses 2024: $56,074Net Income 2024: -$18,9382024

Highlighted filing

2018

Revenue$43,440
Expenses$36,096
Net Income$7,344
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$76,633
Mission and Program Overview

Mission

Preservation of historic records for the city of ripon, wisconsin and surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$773,897$705,251▼ $68,646
Cash and Non-Interest-Bearing Accounts$28,866$16,859▼ $12,007
Savings and Temporary Cash Investments$500$500→ $0
Total Assets$818,746$740,743▼ $78,003
Other Assets Total$15,483$18,133▲ $2,650
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$818,746$740,743▼ $78,003
Total Net Assets Fund Balance$818,746$740,743▼ $78,003
Total Liabilities and Net Assets / Fund Balance$818,746$740,743▼ $78,003
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Tracy ObrienPresident
Carol SachenDirector
Craig TebonDirector
Gib StoeberlDirector
Lara GrantDirector
Pat GrahnDirector
Steve RiemerDirector
Gary WetzelSecretary
Roberta WalkerTreasurer
Jack SteinbringVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,380
Program Service Revenue
$0
Investment Income
$37,010
Other Revenue
$50
All Other Contributions
$4,765
Change in Net Assets
$7,344

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Historical Artifacts1$2,650
Total Noncash Contributions1$2,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$22,090--$22,090
Fees for Services Accounting-$1,007-$1,007
Office Expenses$185$290-$475
Other Expenses$319$8,310-$319
All Other Expenses$243--$243
Total Functional Expenses$26,489$9,607$0$36,096
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is distributed to the board members for review before the officer signs and submits the return.”

Form 990, Page 6, Part VI, Line 19

“A request by the inquiring person is needed and the appropriate board member will supply the requested information within a reasonable time.”

Filing and Contact Details

Filer

Filer Name
Ripon Historical Society
EIN
39-1034964
Phone
9207485354
Address
508 WATSON STREET, RIPON, WI 54971

Signing Officer

Name
Roberta Walker
Title
Treasurer
Phone
9207484706
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Walker
Formed
1899
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Huberty & Associates Sc
Address
201 E FOND DU LAC ST PO BOX 272, RIPON, WI 54971
Preparer
Dean Rogers CPA
Phone
9207487741
Raw XML Appendix359 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW BEFORE THE OFFICER SIGNS AND SUBMITS THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A REQUEST BY THE INQUIRING PERSON IS NEEDED AND THE APPROPRIATE BOARD MEMBER WILL SUPPLY THE REQUESTED INFORMATION WITHIN A REASONABLE TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalContributionsAmt06380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09607
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026489
IRS990/TotalFunctionalExpensesGrp/TotalAmt036096
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207484706
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RIPON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0RIPO
ReturnHeader/Filer/EIN0391034964
ReturnHeader/Filer/PhoneNum09207485354
ReturnHeader/Filer/USAddress/AddressLine1Txt0508 WATSON STREET
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:43:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E FOND DU LAC ST PO BOX 272
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIPON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054971
ReturnHeader/PreparerPersonGrp/PhoneNum09207487741
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEAN ROGERS CPA
ReturnHeader/ReturnTs02019-11-12T11:43:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$740,743
Liabilities
$0
Net assets
$740,743
Revenue
$43,440
Expenses
$36,096
Net income
$7,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.04$0.01$8.03$0.37$0.56$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$0.03$7.79$0.32$0.89$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.51$0.01$7.49$0.68$1.14$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.67$0.01$9.66$0.67$0.49$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.66$0.00$8.66$0.18$0.62$0.43
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.46$0.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.43$0.36$0.07
2017Summary only. Only limited summary data is available for this year.$8.19$0.00$8.19$0.48$0.31$0.17
2016Summary only. Only limited summary data is available for this year.$7.39$0.00$7.39$0.61$0.33$0.28
2015Summary only. Only limited summary data is available for this year.$7.23$0.00$7.23$0.74$0.46$0.28
2014Summary only. Only limited summary data is available for this year.$7.81$0.00$7.81$0.67$0.45$0.22
2013Summary only. Only limited summary data is available for this year.$7.71$0.00$7.71$0.78$0.41$0.36
2012Summary only. Only limited summary data is available for this year.$6.94$0.00$6.94$0.50$0.42$0.07
2011Summary only. Only limited summary data is available for this year.$6.51$0.00$6.51$0.65$0.36$0.30