Civic Intelligence

Historic Milwaukee Inc.

990 • Fiscal year 2017 • EIN 39-1212338

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profilehistoricmilwaukee.org

View Organization Page

235 E Michigan StreetMilwaukee, 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

0.20x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$66,950

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

7.4%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

-6.3%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$285,629

Up $19,712 (+7.4%) from 2016

Net Assets

Up

$229,638

Up $13,869 (+6.4%) from 2016

Liabilities

Up

$55,991

Up $5,843 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin51st percentile

Revenue

Down

$384,654

Down $25,842 (-6.3%) from 2016

Expenses

Up

$370,785

Up $17,436 (+4.9%) from 2016

Net Income

Down

$13,869

Down $43,278 (-76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$285,629
Liabilities$55,991
Net Assets$229,638
Open 2017 Filing

Operations Trend

Revenue Growth38th 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

2017

Revenue$384,654
Expenses$370,785
Net Income$13,869
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Gross Receipts
$407,669
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 THROUGH EDUCATION AND ADVOCACY.

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
Inventories for Sale or Use$116,374$124,483▲ $8,109
Savings and Temporary Cash Investments$66,850$68,305▲ $1,455
Cash and Non-Interest-Bearing Accounts$35,977$55,018▲ $19,041
Land, Buildings, and Equipment, Net$32,495$21,651▼ $10,844
Prepaid Expenses and Deferred Charges$2,636$14,422▲ $11,786
Accounts Receivable$8,335$1,500▼ $6,835
Intangible Assets$3,250$250▼ $3,000
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$265,917$285,629▲ $19,712
Other Assets Total-$0-
Liabilities
Deferred Revenue$33,726$40,872▲ $7,146
Accounts Payable and Accrued Expenses$16,422$15,119▼ $1,303
Total Liabilities$50,148$55,991▲ $5,843
Net Assets / Fund Balance
Unrestricted Net Assets$204,009$225,234▲ $21,225
Temporarily Rstr Net Assets$11,760$4,404▼ $7,356
Total Net Assets Fund Balance$215,769$229,638▲ $13,869
Total Liabilities and Net Assets / Fund Balance$265,917$285,629▲ $19,712

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$21,651$14,458-
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy SwadishExecutive DirectorFT$66,950$66,950

Board Members and Trustees

NameTitle
Daniel SweeneyPresident
Margaret HowlandVice President
Alex RunnerBoard Member
Brian J HatzungBoard Member
Byron ThompsonBoard Member
Christel WendelbergerBoard Member
Jason LindnerBoard Member
Jesus Enrique NanezBoard Member
Karin CenskyBoard Member
Kathy KeanBoard Member
Kirsten ThompsonBoard Member
Krisann RehbeinBoard Member
Niraj TakalkhedeBoard Member
Scott WollenzienBoard Member
Tamara Smith-kroupaBoard Member
Tim CotterBoard Member
Stewart DempseySecretary
Sarah GreenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,260
Program Service Revenue
$58,662
Investment Income
$12
Other Revenue
$49,720
All Other Contributions
$189,978
Change in Net Assets
$13,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$394,724
Revenue Not Reported on Financial Statements
$-10,070
Revenue Not Reported on Form 990
$10,250
Other Revenue Adjustments
$-10,070
Total Revenue per Audited Statements
$404,974
Total Revenue per Form 990
$384,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,187
Salaries, Compensation, and Employee Benefits$152,598
Total Fundraising Expense$38,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,674$14,891$14,891$74,456
Current Officers, Directors, Trustees, and Key Employees$40,170$13,390$13,390$66,950
All Other Expenses$24,910$411$206$25,527
Office Expenses$10,592$9,855$2,580$23,027
Occupancy$11,739$9,035$1,677$22,451
Fees for Services Accounting-$19,327-$19,327
Depreciation Depletion$9,690$2,769$1,384$13,843
Other Expenses$12,544$3,199$1,600$12,544
Payroll Taxes$6,716$2,238$2,238$11,192
Information Technology$5,322--$5,322
Travel$3,432$981$490$4,903
Insurance$2,336$667$334$3,337
Fees for Services Other-$1,475-$1,475
Conferences and Meetings$183$52$26$261
Total Functional Expenses$253,679$78,290$38,816$370,785

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$391,105
Expenses per Audited Statements$370,785
Total Expenses per Form 990$370,785
Expenses Not Reported on Form 990$20,320
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,808
Fundraising Direct Expenses$12,945
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Remarkable Milwaukee$22,308$15,808$3,598$12,210
Total Events$22,308$15,808$12,945$2,863
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-
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 11B: Form 990 Review Process

“The entire board reviews form 990 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 by completing annual questionnaire. 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 reviews comparable data and conducts annual 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
235 E MICHIGAN STREET, MILWAUKEE, WI 53202

Signing Officer

Name
Sarah Greenberg
Title
President
Signed
2018-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Greenberg
Formed
1974
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
18
Employees
3
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

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Historic Milwaukee, Inc. is a non-profit organization dedicated to increasing awareness of and commitment to Milwaukee's history, architecture, and the preservation of our built environment through tours and educational programs.”

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, 2017, 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 $10070”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MembersOrStockholdersInd0false
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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/OtherExpensesGrp/ProgramServicesAmt111196
IRS990/OtherExpensesGrp/ProgramServicesAmt215500
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IRS990/PrincipalOfficerNm0SARAH GREENBERG
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0DOORS OPEN MILWAUKEE
IRS990/ProgramServiceRevenueGrp/Desc1OTHER EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2SPACES AND TRACES
IRS990/ProgramServiceRevenueGrp/Desc3TOURS
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,629
Liabilities
$55,991
Net assets
$229,638
Revenue
$384,654
Expenses
$370,785
Net income
$13,869
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
2017Detailed filing. Detailed filing data is available for this year.$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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