Civic Intelligence

Hudson Area History Connection Inc.

990 • Fiscal year 2020 • EIN 39-1053844

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

1004 3rd StHudson, WI 54016

(612) 790-7099

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

78th percentile

27%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$15,400

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-1.7%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$922,516

Down $32,760 (-3.4%) from 2019

Net Assets

Down

$917,516

Down $36,650 (-3.8%) from 2019

Liabilities

Up

$5,000

Up $3,890 (+350%) from 2019

Revenue

Down

$64,470

Down $1,104 (-1.7%) from 2019

Expenses

Down

$46,925

Down $3,052 (-6.1%) from 2019

Net Income

Up

$17,545

Up $1,948 (+12%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $604,984Liabilities 2010: $873Net Assets 2010: $604,1112010Assets 2011: $617,775Liabilities 2011: $463Net Assets 2011: $617,3122011Assets 2012: $669,171Liabilities 2012: $553Net Assets 2012: $668,6182012Assets 2013: $746,159Liabilities 2013: $462Net Assets 2013: $745,6972013Assets 2014: $814,075Liabilities 2014: $815Net Assets 2014: $813,2602014Assets 2015: $800,156Liabilities 2015: $409Net Assets 2015: $799,7472015Assets 2016: $855,440Liabilities 2016: $129Net Assets 2016: $855,3112016Assets 2017: $942,817Liabilities 2017: $747Net Assets 2017: $942,0702017Assets 2018: $846,817Liabilities 2018: $870Net Assets 2018: $845,9472018Assets 2019: $955,276Liabilities 2019: $1,110Net Assets 2019: $954,1662019Assets 2020: $922,516Liabilities 2020: $5,000Net Assets 2020: $917,5162020Assets 2021: $1,028,687Liabilities 2021: $0Net Assets 2021: $1,028,6872021Assets 2022: $918,802Liabilities 2022: $0Net Assets 2022: $918,8022022Assets 2023: $958,663Liabilities 2023: $0Net Assets 2023: $958,6632023Assets 2024: $950,813Liabilities 2024: $0Net Assets 2024: $950,8132024

Highlighted filing

2020

Assets$922,516
Liabilities$5,000
Net Assets$917,516

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $25,2812010Expenses 2011: $41,1822011Expenses 2012: $28,2372012Revenue 2013: $56,739Expenses 2013: $38,312Net Income 2013: $18,4272013Revenue 2014: $73,755Expenses 2014: $45,334Net Income 2014: $28,4212014Revenue 2015: $53,120Expenses 2015: $40,217Net Income 2015: $12,9032015Revenue 2016: $49,731Expenses 2016: $46,952Net Income 2016: $2,7792016Revenue 2017: $64,923Expenses 2017: $43,484Net Income 2017: $21,4392017Revenue 2018: $62,337Expenses 2018: $57,009Net Income 2018: $5,3282018Revenue 2019: $65,574Expenses 2019: $49,977Net Income 2019: $15,5972019Revenue 2020: $64,470Expenses 2020: $46,925Net Income 2020: $17,5452020Revenue 2021: $232,649Expenses 2021: $58,387Net Income 2021: $174,2622021Revenue 2022: $101,983Expenses 2022: $73,911Net Income 2022: $28,0722022Revenue 2023: $68,371Expenses 2023: $96,028Net Income 2023: -$27,6572023Revenue 2024: $69,949Expenses 2024: $136,624Net Income 2024: -$66,6752024

Highlighted filing

2020

Revenue$64,470
Expenses$46,925
Net Income$17,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.1
Gross Receipts
$69,242
Mission and Program Overview

Mission

EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$736,362$718,061▼ $18,301
Land, Buildings, and Equipment, Net$151,935$150,829▼ $1,106
Cash and Non-Interest-Bearing Accounts$7,622$27,201▲ $19,579
Savings and Temporary Cash Investments$59,357$26,280▼ $33,077
Prepaid Expenses and Deferred Charges-$145-
Total Assets$955,276$922,516▼ $32,760
Liabilities
Unsecured Notes Loans Payable-$5,000-
Accounts Payable and Accrued Expenses$1,110--
Total Liabilities$1,110$5,000▲ $3,890
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$951,619$917,516▼ $34,103
Net Assets With Donor Restrictions$2,547--
Total Net Assets Fund Balance$954,166$917,516▼ $36,650
Total Liabilities and Net Assets / Fund Balance$955,276$922,516▼ $32,760

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,750-$2,750
Buildings$26,246$4,996-
Land$121,681--
Equipment$152$3,093-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Leila AlbertHouse DirectorPT$15,400$15,400

Board Members and Trustees

NameTitle
Lavonne MccombieCo President
Wayne HautCo President
Kimberly BennewitzVice President
Barbara GeorgeDirector
Burt WitthuhnDirector
Jean HautDirector
John ThomasDirector
Julie LesherDirector
Marg WopatDirector
Patricia WitthuhnDirector
Tami TulibaskiDirector
Peggy SternSecretary
Ken HeiserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,081
Program Service Revenue
$5,875
Investment Income
$35,681
Other Revenue
$6,833
All Other Contributions
$12,769
Change in Net Assets
$17,545

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,720
Other Expenses$22,050
Grants and Similar Amounts Paid$155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$22,556-$22,556
Other Expenses$12,907--$12,907
Insurance$2,929--$2,929
Office Expenses$515$1,749-$2,264
Payroll Taxes-$2,164-$2,164
Information Technology$1,194--$1,194
Depreciation Depletion$1,106--$1,106
Fees for Services Accounting$559--$559
Advertising$433--$433
Fees for Service Investment Mgmnt Fees$337--$337
Fees for Services Management-$321-$321
Grants to Domestic Orgs$155--$155
Total Functional Expenses$20,135$26,790$0$46,925
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,322
Fundraising Direct Expenses$2,749
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Members or stockholder classes and rights Part VI line 6

All members have equal voting rights

Member election for additional members Part VI line 7A

General members elect the board of directors. Board directors elect the officer. Elections are held every two years.

Governing body decisions Part VI line 7B

Members vote to create policies that guide the actions of the governing body.

Form 990 governing body review Part VI line 11

Form 990 is on file and available for review by anyone upon request

Governing documents etc available to public Part VI line 19

All governing documents, conflict of interest policy, and financial statements are available to anyone upon request.

Filing and Contact Details

Filer

Filer Name
St Croix Co Historical Society Inc
EIN
39-1053844
Address
1004 3RD ST, HUDSON, WI 54016

Signing Officer

Name
Lavonne Mccombie
Title
Co President Tr
Phone
7153863826
Signed
2021-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lavonne Mccombie
Formed
1940
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
30

Preparer

Firm
MidAmerica Financial
Address
86 Coulee Rd Suite 101, Hudson, WI 54016
Preparer
Laurie a Johnson Ea
Phone
7153861040
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Unrealized gains and losses resulting in net change in asset value and the effects of redemptions and change in cash account balances

Raw XML AppendixShowing 400 of 451 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/TitleTxt11SECRETARY
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0515
IRS990/OfficeExpensesGrp/TotalAmt02264
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-56596
IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt012907
IRS990/OtherExpensesGrp/TotalAmt012907
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022556
IRS990/OtherSalariesAndWagesGrp/TotalAmt022556
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02164
IRS990/PayrollTaxesGrp/TotalAmt02164
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0145
IRS990/PrincipalOfficerNm0LAVONNE MCCOMBIE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05875
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016186
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100
IRS990/PYInvestmentIncomeAmt028019
IRS990/PYOtherExpensesAmt027016
IRS990/PYOtherRevenueAmt010287
IRS990/PYProgramServiceRevenueAmt011082
IRS990/PYRevenuesLessExpensesAmt015597
IRS990/PYSalariesCompEmpBnftPaidAmt022861
IRS990/PYTotalExpensesAmt049977
IRS990/PYTotalRevenueAmt065574
IRS990/ReconcilationRevenueExpnssAmt017545
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05875
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059357
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt078627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023366
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019795
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0122691
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06833
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03283
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03750
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04034
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06221
IRS990ScheduleA/OtherIncome170Grp/TotalAmt024121
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34880
IRS990ScheduleA/PublicSupportPY170Pct00.35370
IRS990ScheduleA/PublicSupportTotal170Amt078627
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013085
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt078627
IRS990ScheduleA/TotalSupportAmt0225439
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt026246
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04996
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt031242
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0152
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03093
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03245
IRS990ScheduleD/LandGrp/BookValueAmt0121681
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0121681
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02750
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02750
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0150829
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt011
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/HistoricalArtifactsGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS HAVE EQUAL VOTING RIGHTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL MEMBERS ELECT THE BOARD OF DIRECTORS. BOARD DIRECTORS ELECT THE OFFICER. ELECTIONS ARE HELD EVERY TWO YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE TO CREATE POLICIES THAT GUIDE THE ACTIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS ON FILE AND AVAILABLE FOR REVIEW BY ANYONE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANYONE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAINS AND LOSSES RESULTING IN NET CHANGE IN ASSET VALUE AND THE EFFECTS OF REDEMPTIONS AND CHANGE IN CASH ACCOUNT BALANCES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0955276
IRS990/TotalAssetsEOYAmt0922516
IRS990/TotalAssetsGrp/BOYAmt0955276
IRS990/TotalAssetsGrp/EOYAmt0922516
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016081
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020135
IRS990/TotalFunctionalExpensesGrp/TotalAmt046925
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01110
IRS990/TotalLiabilitiesEOYAmt05000
IRS990/TotalLiabilitiesGrp/BOYAmt01110
IRS990/TotalLiabilitiesGrp/EOYAmt05000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0954166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0917516
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020135
IRS990/TotalProgramServiceRevenueAmt05875
IRS990/TotalReportableCompFromOrgAmt015400
IRS990/TotalRevenueGrp/ExclusionAmt04573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064470

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.07$0.14$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.07$0.10$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.10$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.23$0.06$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.92$0.06$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.95$0.07$0.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.06$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.06$0.04$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.05$0.05$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.05$0.04$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.81$0.00$0.81$0.07$0.05$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.75$0.00$0.75$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.03