Civic Intelligence

Historic Milwaukee Inc.

990 • Fiscal year 2015 • EIN 39-1212338

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization Profilehistoricmilwaukee.org

View Organization Page

207 E Michigan StMilwaukee, WI 53202

(414) 277-7795

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.23x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.5%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$65,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

36th percentile

-4.6%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

41%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$205,970

Down $9,880 (-4.6%) from 2014

Net Assets

Down

$158,622

Down $29,086 (-15%) from 2014

Liabilities

Up

$47,348

Up $19,206 (+68%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin25th percentile

Revenue

Up

$340,853

Up $98,400 (+41%) from 2014

Expenses

Up

$369,939

Up $30,466 (+9.0%) from 2014

Net Income

Up

-$29,086

Up $67,934 (+70%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$600K$400K$200K$0Assets 2011: $12,835Liabilities 2011: $6,930Net Assets 2011: $5,9052011Assets 2012: $215,961Liabilities 2012: $33,117Net Assets 2012: $182,8442012Assets 2013: $315,155Liabilities 2013: $30,427Net Assets 2013: $284,7282013Assets 2014: $215,850Liabilities 2014: $28,142Net Assets 2014: $187,7082014Assets 2015: $205,970Liabilities 2015: $47,348Net Assets 2015: $158,6222015Assets 2016: $265,917Liabilities 2016: $50,148Net Assets 2016: $215,7692016Assets 2017: $285,629Liabilities 2017: $55,991Net Assets 2017: $229,6382017Assets 2018: $284,801Liabilities 2018: $61,836Net Assets 2018: $222,9652018Assets 2019: $304,458Liabilities 2019: $77,645Net Assets 2019: $226,8132019Assets 2020: $349,244Liabilities 2020: $78,065Net Assets 2020: $271,1792020Assets 2021: $376,782Liabilities 2021: $88,816Net Assets 2021: $287,9662021Assets 2022: $519,369Liabilities 2022: $229,538Net Assets 2022: $289,8312022Assets 2023: $466,144Liabilities 2023: $214,705Net Assets 2023: $251,4392023Assets 2024: $380,938Liabilities 2024: $186,027Net Assets 2024: $194,9112024

Highlighted filing

2015

Assets$205,970
Liabilities$47,348
Net Assets$158,622
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $181,516Expenses 2011: $211,867Net Income 2011: -$30,3512011Revenue 2012: $387,665Expenses 2012: $222,387Net Income 2012: $165,2782012Revenue 2013: $382,445Expenses 2013: $280,561Net Income 2013: $101,8842013Revenue 2014: $242,453Expenses 2014: $339,473Net Income 2014: -$97,0202014Revenue 2015: $340,853Expenses 2015: $369,939Net Income 2015: -$29,0862015Revenue 2016: $410,496Expenses 2016: $353,349Net Income 2016: $57,1472016Revenue 2017: $384,654Expenses 2017: $370,785Net Income 2017: $13,8692017Revenue 2018: $379,781Expenses 2018: $373,487Net Income 2018: $6,2942018Revenue 2019: $448,172Expenses 2019: $444,324Net Income 2019: $3,8482019Revenue 2020: $437,182Expenses 2020: $392,241Net Income 2020: $44,9412020Revenue 2021: $483,109Expenses 2021: $466,322Net Income 2021: $16,7872021Revenue 2022: $492,442Expenses 2022: $490,577Net Income 2022: $1,8652022Revenue 2023: $438,884Expenses 2023: $477,276Net Income 2023: -$38,3922023Revenue 2024: $487,859Expenses 2024: $544,387Net Income 2024: -$56,5282024

Highlighted filing

2015

Revenue$340,853
Expenses$369,939
Net Income-$29,086
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.0
Gross Receipts
$410,918
Mission and Program Overview

Mission

Historic Milwaukee, Inc (HMI) IS A PRIVATE, NON-PROFIT EDUCATIONAL ORGANIZATION, FOUNDED IN 1974, WHOSE MISSION IS DEDICATED TO INCREASING AWARENESS OF, AND COMMITMENT TO, MILWAUKEE'S HISTORY, ARCHITECTURE, AND THE PRESERVATION OF OUR BUILT ENVIRONMENT. WE ARE A RECOGNIZED LEADER IN CREATING AWARENESS OF, AND COMMITMENT TO, MILWAUKEE'S HISTORY AND THE PRESERVATION OF ITS BUILT ENVIRONMENT. WE PROVIDE THIS THROUGH INNOVATIVE, RESPONSIVE PROGRAMS AND STRONG COMMUNITY, CORRPORATE, AND CIVIC ALLIANCES.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$171,847$112,091▼ $59,756
Inventories for Sale or Use$631$40,168▲ $39,537
Cash and Non-Interest-Bearing Accounts$38,507$39,751▲ $1,244
Intangible Assets-$6,250-
Accounts Receivable$1,325$4,415▲ $3,090
Prepaid Expenses and Deferred Charges$2,201$2,850▲ $649
Land, Buildings, and Equipment, Net$1,339$445▼ $894
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Total Assets$215,850$205,970▼ $9,880
Other Assets Total-$0-
Liabilities
Deferred Revenue$24,985$30,217▲ $5,232
Accounts Payable and Accrued Expenses$1,204$16,335▲ $15,131
Other Liabilities$1,953$796▼ $1,157
Total Liabilities$28,142$47,348▲ $19,206
Net Assets / Fund Balance
Temporarily Rstr Net Assets$163,231$86,809▼ $76,422
Unrestricted Net Assets$24,477$71,813▲ $47,336
Total Net Assets Fund Balance$187,708$158,622▼ $29,086
Total Liabilities and Net Assets / Fund Balance$215,850$205,970▼ $9,880

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$445$4,019-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy SwadishExecutive DirectorFT$65,000$65,000

Board Members and Trustees

NameTitle
Daniel SweeneyPresident
Margaret HowlandVice President
Bryan KroesBoard Member
Byron ThompsonBoard Member
Christel WendelbergerBoard Member
Jason LindnerBoard Member
Jesus Enrique NanezBoard Member
Joshua JeffersBoard Member
Sarah CarneyBoard Member
Tamara Smith-kroupaBoard Member
Tim CotterBoard Member
Kathy KeanFmr Secretary
Steward DempseySecretary
Sarah GreenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$224,590
Program Service Revenue
$73,529
Investment Income
$42
Other Revenue
$42,692
All Other Contributions
$175,315
Change in Net Assets
$-29,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$394,382
Revenue Not Reported on Financial Statements
$-53,529
Other Revenue Adjustments
$-53,529
Total Revenue per Audited Statements
$394,382
Total Revenue per Form 990
$340,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$249,391
Salaries, Compensation, and Employee Benefits$109,534
Total Fundraising Expense$30,897
Grants and Similar Amounts Paid$11,014
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$39,000$13,000$13,000$65,000
Other Salaries and Wages$22,050$7,350$7,350$36,750
All Other Expenses$15,151$5,610$4,913$25,674
Fees for Services Accounting-$13,836-$13,836
Occupancy$9,576$2,736$1,368$13,680
Grants to Domestic Orgs$11,014--$11,014
Payroll Taxes$4,670$1,557$1,557$7,784
Other Expenses$7,108$2,239$1,119$7,108
Office Expenses$4,400$1,305$823$6,528
Depreciation Depletion$2,551$729$364$3,644
Fees for Services Other-$2,034-$2,034
Insurance$1,222$349$175$1,746
Travel$1,167$333$167$1,667
Interest$215$62$31$308
Conferences and Meetings$210$60$30$300
Advertising$48--$48
Total Functional Expenses$287,842$51,200$30,897$369,939

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$423,468
Expenses per Audited Statements$369,939
Total Expenses per Form 990$369,939
Expenses Not Reported on Form 990$53,529
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,536
Fundraising Gross Income$14,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Remarkable Milwaukee$24,992$14,775$7,129$7,646
Total Events$24,992$14,775$16,536$-1,761
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$796
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Organization revised conflict of interest policy.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The finance committee reviews before final approval.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“On an annual basis, all board members shall be be provided with a copy of the conflict of interest policy and required to disclose the existence of financial interest. The appropriate governing Board of Directors or committee shall decide that a conflict of interest exists.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board executive committee review”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“available upon request”

Filing and Contact Details

Filer

Filer Name
Historic Milwaukee Inc
EIN
39-1212338
Phone
4142777795
Address
207 E MICHIGAN ST, MILWAUKEE, WI 53202

Signing Officer

Name
Sarah Greenberg
Title
Treasurer
Signed
2016-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Greenberg
Formed
1974
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
1,000

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2015, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost of Goods Sold $53529”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3FMR SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
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IRS990/InsuranceGrp/ProgramServicesAmt01222
IRS990/InsuranceGrp/TotalAmt01746
IRS990/IntangibleAssetsGrp/EOYAmt06250
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Historic Milwaukee, Inc (HMI) IS A PRIVATE, NON-PROFIT EDUCATIONAL ORGANIZATION, FOUNDED IN 1974, WHOSE MISSION IS DEDICATED TO INCREASING AWARENESS OF, AND COMMITMENT TO, MILWAUKEE'S HISTORY, ARCHITECTURE, AND THE PRESERVATION OF OUR BUILT ENVIRONMENT. WE ARE A RECOGNIZED LEADER IN CREATING AWARENESS OF, AND COMMITMENT TO, MILWAUKEE'S HISTORY AND THE PRESERVATION OF ITS BUILT ENVIRONMENT. WE PROVIDE THIS THROUGH INNOVATIVE, RESPONSIVE PROGRAMS AND STRONG COMMUNITY, CORRPORATE, AND CIVIC ALLIANCES.
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IRS990/OccupancyGrp/FundraisingAmt01368
IRS990/OccupancyGrp/ManagementAndGeneralAmt02736
IRS990/OccupancyGrp/ProgramServicesAmt09576
IRS990/OccupancyGrp/TotalAmt013680
IRS990/OfficeExpensesGrp/FundraisingAmt0823
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01305
IRS990/OfficeExpensesGrp/ProgramServicesAmt04400
IRS990/OfficeExpensesGrp/TotalAmt06528
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0City of Neighborhoods Book exp
IRS990/OtherExpensesGrp/Desc1Doors Open expense
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc3Spaces and Traces expense
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02239
IRS990/OtherExpensesGrp/ProgramServicesAmt0102049
IRS990/OtherExpensesGrp/ProgramServicesAmt159575
IRS990/OtherExpensesGrp/ProgramServicesAmt27836
IRS990/OtherExpensesGrp/ProgramServicesAmt37108
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IRS990/OtherExpensesGrp/TotalAmt159575
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IRS990/OtherExpensesGrp/TotalAmt37108
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IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07350
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022050
IRS990/OtherSalariesAndWagesGrp/TotalAmt036750
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IRS990/PrincipalOfficerNm0SARAH GREENBERG
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
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IRS990/ProgramServiceRevenueGrp/Desc1OTHER EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2SPACES AND TRACES
IRS990/ProgramServiceRevenueGrp/Desc3TOURS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt320474
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt47700
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16909
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218172
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320474
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt47700
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,970
Liabilities
$47,348
Net assets
$158,622
Revenue
$340,853
Expenses
$369,939
Net income
-$29,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$1.86$1.95$4.88$5.44$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$2.15$2.51$4.39$4.77$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$2.30$2.90$4.92$4.91$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.89$2.88$4.83$4.66$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.78$2.71$4.37$3.92$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.78$2.27$4.48$4.44$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.62$2.23$3.80$3.73$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.56$2.30$3.85$3.71$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.50$2.16$4.10$3.53$0.57
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.47$1.59$3.41$3.70$0.29
2014Summary only. Only limited summary data is available for this year.$2.16$0.28$1.88$2.42$3.39$0.97
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.15$0.30$2.85$3.82$2.81$1.02
2012Summary only. Only limited summary data is available for this year.$2.16$0.33$1.83$3.88$2.22$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.07$0.06$1.82$2.12$0.30
Peer Organizations

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