Civic Intelligence

Milton Historical Society

990 • Fiscal year 2020 • EIN 39-1095660

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

4.8%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,967,971

Up $32,820 (+1.7%) from 2019

Net Assets

Up

$1,964,368

Up $30,787 (+1.6%) from 2019

Liabilities

Up

$3,603

Up $2,033 (+129%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin74th percentile

Revenue

Up

$148,743

Up $6,852 (+4.8%) from 2019

Expenses

Down

$117,956

Down $37,250 (-24%) from 2019

Net Income

Up

$30,787

Up $44,102 (+331%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$1,967,971
Liabilities$3,603
Net Assets$1,964,368
Open 2020 Filing

Operations Trend

Revenue Growth58th 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

2020

Revenue$148,743
Expenses$117,956
Net Income$30,787
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$150,888
Mission and Program Overview

Mission

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

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$1,933,581$1,964,368▲ $30,787
Land, Buildings, and Equipment, Net$1,726,000$1,726,000→ $0
Investments in Publicly Traded Securities$154,524$154,524→ $0
Cash and Non-Interest-Bearing Accounts$52,627$85,447▲ $32,820
Inventories for Sale or Use$2,000$2,000→ $0
Total Assets$1,935,151$1,967,971▲ $32,820
Liabilities
Accounts Payable and Accrued Expenses-$2,414-
Other Liabilities$1,570$1,189▼ $381
Total Liabilities$1,570$3,603▲ $2,033
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,933,581$1,964,368▲ $30,787
Total Liabilities and Net Assets / Fund Balance$1,935,151$1,967,971▲ $32,820

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,726,000--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Michael PiercePresident
Al BortlesBoard Member
Julie MarquardtBoard Member
Kelly CongerBoard Member
Linda MillerBoard Member
Mary PierceBoard Member
Wendell SissonBoard Member
Rhonda MitchellSecretary
Chuck JacksonTreasurer
Gene BierVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$113,119
Program Service Revenue
$29,882
Investment Income
$3,110
Other Revenue
$2,632
All Other Contributions
$69,169
Change in Net Assets
$30,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$67,206
Other Expenses$50,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,677--$62,677
Occupancy$16,799--$16,799
All Other Expenses$12,333--$12,333
Payroll Taxes$4,529--$4,529
Other Expenses$3,019--$3,019
Advertising$2,059--$2,059
Office Expenses$1,556--$1,556
Total Functional Expenses$117,956$0$0$117,956
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
Payroll Liabilities$1,189
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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
Michael Pierce
Title
President
Phone
6088687772
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Pierce
Formed
1948
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
9
Volunteers
25

Preparer

Firm
Holtz Tax & Accounting 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

“Banking & financial fees 2,859 0 0 equipment rental & maint 2,846 0 0 other operations 1,486 0 0 preservation expenses 1,352 0 0 scholarship 1,050 0 0 pest control 923 0 0 sales tax 555 0 0 books & reference 264 0 0 cleaning supplies 240 0 0 travel & meetings 240 0 0 refuse & recycling 142 0 0 equipment & furniture pur 128 0 0 archival supplies 106 0 0 maintenance supplies 96 0 0 elevator license 50 0 0 miscellaneous expenses 41 0 0 membership expenes 40 0 0 staff development -85 0 0 total 12,333 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.”

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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01726000
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IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
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.
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IRS990ScheduleD/TotalLiabilityAmt01189
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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/ExplanationTxt6BANKING & FINANCIAL FEES 2,859 0 0 EQUIPMENT RENTAL & MAINT 2,846 0 0 OTHER OPERATIONS 1,486 0 0 PRESERVATION EXPENSES 1,352 0 0 SCHOLARSHIP 1,050 0 0 PEST CONTROL 923 0 0 SALES TAX 555 0 0 BOOKS & REFERENCE 264 0 0 CLEANING SUPPLIES 240 0 0 TRAVEL & MEETINGS 240 0 0 REFUSE & RECYCLING 142 0 0 EQUIPMENT & FURNITURE PUR 128 0 0 ARCHIVAL SUPPLIES 106 0 0 MAINTENANCE SUPPLIES 96 0 0 ELEVATOR LICENSE 50 0 0 MISCELLANEOUS EXPENSES 41 0 0 MEMBERSHIP EXPENES 40 0 0 STAFF DEVELOPMENT -85 0 0 TOTAL 12,333 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PIERCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06088687772
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MILT

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,967,971
Liabilities
$3,603
Net assets
$1,964,368
Revenue
$148,743
Expenses
$117,956
Net income
$30,787
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
2020Detailed filing. Detailed filing data is available for this year.$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
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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