Civic Intelligence

Milton Historical Society

990 • Fiscal year 2016 • EIN 39-1095660

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileWWW.MILTONHOUSE.ORG
PO Box 245Milton, WI 53563

(608) 868-7772

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

33rd percentile

-2.8%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.2%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$1,933,487

Down $4,274 (-0.2%) from 2015

Net Assets

Down

$1,933,487

Down $4,274 (-0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin33rd percentile

Revenue

Up

$150,141

Up $34,131 (+29%) from 2015

Expenses

Up

$154,415

Up $33,560 (+28%) from 2015

Net Income

Up

-$4,274

Up $571 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,990,213Liabilities 2011: $1,251Net Assets 2011: $1,988,9622011Assets 2012: $1,983,721Liabilities 2012: $683Net Assets 2012: $1,983,0382012Assets 2013: $1,968,679Liabilities 2013: $1,670Net Assets 2013: $1,967,0092013Assets 2014: $1,943,451Liabilities 2014: $845Net Assets 2014: $1,942,6062014Assets 2015: $1,937,761Liabilities 2015: $0Net Assets 2015: $1,937,7612015Assets 2016: $1,933,487Liabilities 2016: $0Net Assets 2016: $1,933,4872016Assets 2017: $1,943,797Liabilities 2017: $1,091Net Assets 2017: $1,942,7062017Assets 2018: $1,948,207Liabilities 2018: $1,311Net Assets 2018: $1,946,8962018Assets 2019: $1,935,151Liabilities 2019: $1,570Net Assets 2019: $1,933,5812019Assets 2020: $1,967,971Liabilities 2020: $3,603Net Assets 2020: $1,964,3682020Assets 2021: $2,059,208Liabilities 2021: $2,713Net Assets 2021: $2,056,4952021Assets 2022: $2,060,796Liabilities 2022: $1,264Net Assets 2022: $2,059,5322022Assets 2023: $2,141,413Liabilities 2023: $746Net Assets 2023: $2,140,6672023Assets 2024: $2,161,672Liabilities 2024: $0Net Assets 2024: $2,161,6722024

Highlighted filing

2016

Assets$1,933,487
Liabilities$0
Net Assets$1,933,487
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $99,6732011Expenses 2012: $89,8972012Revenue 2013: $140,385Expenses 2013: $94,745Net Income 2013: $45,6402013Revenue 2014: $83,683Expenses 2014: $108,086Net Income 2014: -$24,4032014Revenue 2015: $116,010Expenses 2015: $120,855Net Income 2015: -$4,8452015Revenue 2016: $150,141Expenses 2016: $154,415Net Income 2016: -$4,2742016Revenue 2017: $173,662Expenses 2017: $164,443Net Income 2017: $9,2192017Revenue 2018: $232,393Expenses 2018: $228,203Net Income 2018: $4,1902018Revenue 2019: $141,891Expenses 2019: $155,206Net Income 2019: -$13,3152019Revenue 2020: $148,743Expenses 2020: $117,956Net Income 2020: $30,7872020Revenue 2021: $214,189Expenses 2021: $122,062Net Income 2021: $92,1272021Revenue 2022: $157,575Expenses 2022: $144,217Net Income 2022: $13,3582022Revenue 2023: $235,066Expenses 2023: $176,764Net Income 2023: $58,3022023Revenue 2024: $192,149Expenses 2024: $231,945Net Income 2024: -$39,7962024

Highlighted filing

2016

Revenue$150,141
Expenses$154,415
Net Income-$4,274
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$154,089
Mission and Program Overview

Mission

The milton historical society was formed in 1948 to preserve the milton house museum and for the preservation, andvancement, and dissemination of the history of milton and surrounding areas

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,937,761$1,933,487▼ $4,274
Land, Buildings, and Equipment, Net$1,730,428$1,734,840▲ $4,412
Investments in Publicly Traded Securities$151,412$149,812▼ $1,600
Cash and Non-Interest-Bearing Accounts$52,921$42,039▼ $10,882
Inventories for Sale or Use$3,000$6,796▲ $3,796
Total Assets$1,937,761$1,933,487▼ $4,274
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,937,761$1,933,487▼ $4,274
Total Liabilities and Net Assets / Fund Balance$1,937,761$1,933,487▼ $4,274

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,734,840--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Guy ThomasPresident
Al BortlesBoard Member
Gail NordlofBoard Member
John ArndtBoard Member
Kelly CongerBoard Member
Linda MillerBoard Member
Terry WilliamsonBoard Member
Wendell SissonBoard Member
Wilson LeongBoard Member
Serena WestlundSecretary
Chuck JacksonTreasurer
Mike PierceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$83,273
Program Service Revenue
$43,175
Investment Income
$2,476
Other Revenue
$21,217
All Other Contributions
$64,067
Change in Net Assets
$-4,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,158
Salaries, Compensation, and Employee Benefits$57,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,085--$53,085
All Other Expenses$18,352--$18,352
Occupancy$17,784--$17,784
Other Expenses$10,860--$10,860
Advertising$7,386--$7,386
Payroll Taxes$4,172--$4,172
Total Functional Expenses$154,415$0$0$154,415
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The historical society is a membership based organization”

Form 990, Page 6, Part VI, Line 7A

“Membership meets on an annual basis to elect board members and officers”

Form 990, Page 6, Part VI, Line 7B

“Our by-laws dictate the financial and other decisions that must be approved by the membership”

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

“The form 990 is reviewed by the board of directors at a meeting proceeding the submission of the form”

Form 990, Page 6, Part VI, Line 19

“The organization's form 990 and any other governing body documents are made available upon request at the society's office”

Filing and Contact Details

Filer

Filer Name
Milton Historical Society
EIN
39-1095660
Phone
6088687772
Address
PO BOX 245, MILTON, WI 53563

Signing Officer

Name
Guy Thomas
Title
President
Phone
6088687772
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guy Thomas
Formed
1948
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
16
Volunteers
59

Preparer

Firm
Holtz Tax Service LLC
Address
217 PARKVIEW DR, MILTON, WI 53563-1536
Preparer
Michael J Holtz
Phone
6088682830
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The milton historical society was formed in 1948 to preserve the milton house museum and for the preservation, andvancement, and dissemination of the history of milton and surrounding areas”

Form 990, Part IX, Line 24E

“Service contracts 6,466 0 0 telephone 3,197 0 0 office supplies 1,861 0 0 postage 1,018 0 0 maintenance supplies 975 0 0 banking & financial fees 954 0 0 archival supplies 817 0 0 restoration expense 800 0 0 pest control 563 0 0 printing and copying 563 0 0 sales tax 546 0 0 cleaning supplies 262 0 0 refuse & recycling 140 0 0 membership expenes 140 0 0 elevator license 50 0 0 total 18,352 0 0”

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“The milton historical society manages the milton house museum which includes a collection of historical art and treasures. The collection is held for public exhibition, education, and research and is the main purpose for the existence of the historical society. We do not report on our balance sheet the actual value of our collection.”

Raw XML AppendixShowing 400 of 437 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/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS
IRS990/AdvertisingGrp/ProgramServicesAmt07386
IRS990/AdvertisingGrp/TotalAmt07386
IRS990/AllOtherContributionsAmt064067
IRS990/AllOtherExpensesGrp/ProgramServicesAmt018352
IRS990/AllOtherExpensesGrp/TotalAmt018352
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0BETSY LUBKE
IRS990/BooksInCareOfDetail/PhoneNum06088687772
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 245
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053563
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt052921
IRS990/CashNonInterestBearingGrp/EOYAmt042039
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt03948
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt083273
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02476
IRS990/CYOtherExpensesAmt097158
IRS990/CYOtherRevenueAmt021217
IRS990/CYProgramServiceRevenueAmt043175
IRS990/CYRevenuesLessExpensesAmt0-4274
IRS990/CYSalariesCompEmpBnftPaidAmt057257
IRS990/CYTotalExpensesAmt0154415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0150141
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE MILTON HOUSE MUSEUM PROVIDED TOURS FOR VISITORS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0GUY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHUCK JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3SERENA WESTLUND
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN ARNDT
IRS990/Form990PartVIISectionAGrp/PersonNm5AL BORTLES
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm7KELLY CONGER
IRS990/Form990PartVIISectionAGrp/PersonNm8GAIL NORDLOF
IRS990/Form990PartVIISectionAGrp/PersonNm9WENDELL SISSON
IRS990/Form990PartVIISectionAGrp/PersonNm10WILSON LEONG
IRS990/Form990PartVIISectionAGrp/PersonNm11TERRY WILLIAMSON
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt015186
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0154089
IRS990/GrossRentsGrp/RealAmt0835
IRS990/GrossSalesOfInventoryAmt09830
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03000
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06796
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02476
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02476
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0151412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0149812
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01730428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01734840
IRS990/LandBldgEquipCostOrOtherBssAmt01734840
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt04020
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01937761
IRS990/NetAssetsOrFundBalancesEOYAmt01933487
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05882
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05882
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0835
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0835
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt017784
IRS990/OccupancyGrp/TotalAmt017784
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER OPERATIONS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & FURNITURE PUR
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL & MAINT
IRS990/OtherExpensesGrp/ProgramServicesAmt015221
IRS990/OtherExpensesGrp/ProgramServicesAmt114610
IRS990/OtherExpensesGrp/ProgramServicesAmt212945
IRS990/OtherExpensesGrp/ProgramServicesAmt310860
IRS990/OtherExpensesGrp/TotalAmt015221
IRS990/OtherExpensesGrp/TotalAmt114610
IRS990/OtherExpensesGrp/TotalAmt212945
IRS990/OtherExpensesGrp/TotalAmt310860
IRS990/OtherOrganizationDsc0HIST SOCIETY
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014500
IRS990/OtherRevenueTotalAmt014500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt053085
IRS990/OtherSalariesAndWagesGrp/TotalAmt053085
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04172
IRS990/PayrollTaxesGrp/TotalAmt04172
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GUY THOMAS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MUSEUM TOURS
IRS990/ProgramServiceRevenueGrp/Desc1ARTS & CRAFTS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3TWILIGHT TOURS
IRS990/ProgramServiceRevenueGrp/Desc4CHRISTMAS CAROL PLAY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028527
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19343
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31583
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41176
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MILTON HISTORICAL SOCIETY PROVIDES EXHIBITS, SPECIAL EVENTS, AND RESEARCH ACTIVITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010135
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt014648
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0144280
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt058895
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02467
IRS990/PYOtherExpensesAmt064725
IRS990/PYOtherRevenueAmt015671
IRS990/PYProgramServiceRevenueAmt038977
IRS990/PYRevenuesLessExpensesAmt0-4845
IRS990/PYSalariesCompEmpBnftPaidAmt056130
IRS990/PYTotalExpensesAmt0120855
IRS990/PYTotalRevenueAmt0116010
IRS990/ReconcilationRevenueExpnssAmt0-4274
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0835
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt028527
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01937761
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01933487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt058895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0274691
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02476
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02277
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02923
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080481
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt045338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0267040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02476
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02277
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02923
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015813
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97290
IRS990ScheduleA/PublicSupportPY509Pct00.96200
IRS990ScheduleA/PublicSupportTotal509Amt0568452
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt08442
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt010102
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt08177
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt026721
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0151612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0121305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078854
IRS990ScheduleA/Total509Grp/TotalAmt0568452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0154088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0124412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0141865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083884
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0584265
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01734840
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01734840
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MILTON HISTORICAL SOCIETY MANAGES THE MILTON HOUSE MUSEUM WHICH INCLUDES A COLLECTION OF HISTORICAL ART AND TREASURES. THE COLLECTION IS HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH AND IS THE MAIN PURPOSE FOR THE EXISTENCE OF THE HISTORICAL SOCIETY. WE DO NOT REPORT ON OUR BALANCE SHEET THE ACTUAL VALUE OF OUR COLLECTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01734840
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ANDVANCEMENT, AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE HISTORICAL SOCIETY IS A MEMBERSHIP BASED ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP MEETS ON AN ANNUAL BASIS TO ELECT BOARD MEMBERS AND OFFICERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR BY-LAWS DICTATE THE FINANCIAL AND OTHER DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PROCEEDING THE SUBMISSION OF THE FORM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S FORM 990 AND ANY OTHER GOVERNING BODY DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AT THE SOCIETY'S OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SERVICE CONTRACTS 6,466 0 0 TELEPHONE 3,197 0 0 OFFICE SUPPLIES 1,861 0 0 POSTAGE 1,018 0 0 MAINTENANCE SUPPLIES 975 0 0 BANKING & FINANCIAL FEES 954 0 0 ARCHIVAL SUPPLIES 817 0 0 RESTORATION EXPENSE 800 0 0 PEST CONTROL 563 0 0 PRINTING AND COPYING 563 0 0 SALES TAX 546 0 0 CLEANING SUPPLIES 262 0 0 REFUSE & RECYCLING 140 0 0 MEMBERSHIP EXPENES 140 0 0 ELEVATOR LICENSE 50 0 0 TOTAL 18,352 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01937761
IRS990/TotalAssetsEOYAmt01933487
IRS990/TotalAssetsGrp/BOYAmt01937761
IRS990/TotalAssetsGrp/EOYAmt01933487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083273
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154415
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154415
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01937761
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01933487
IRS990/TotalOtherProgSrvcExpenseAmt0144280
IRS990/TotalProgramServiceExpensesAmt0154415
IRS990/TotalProgramServiceRevenueAmt043175
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066868
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150141
IRS990/TotalVolunteersCnt059
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01937761
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01933487
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 245

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,933,487
Liabilities
$0
Net assets
$1,933,487
Revenue
$150,141
Expenses
$154,415
Net income
-$4,274
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.19$0.23$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.24$0.18$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.16$0.14$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.21$0.12$0.09
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.97$0.00$1.96$0.15$0.12$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.93$0.14$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.00$1.95$0.23$0.23$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.17$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.15$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.12$0.12$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.08$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.14$0.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits