Civic Intelligence

Historic Milwaukee Inc.

990 • Fiscal year 2020 • EIN 39-1212338

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

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

81st percentile

0.22x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

58th percentile

10%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$74,481

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

61st percentile

-2.5%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$349,244

Up $44,786 (+15%) from 2019

Net Assets

Up

$271,179

Up $44,366 (+20%) from 2019

Liabilities

Up

$78,065

Up $420 (+0.5%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin58th percentile

Revenue

Down

$437,182

Down $10,990 (-2.5%) from 2019

Expenses

Down

$392,241

Down $52,083 (-12%) from 2019

Net Income

Up

$44,941

Up $41,093 (+1068%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$349,244
Liabilities$78,065
Net Assets$271,179
Open 2020 Filing

Operations Trend

Revenue Growth61st 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

2020

Revenue$437,182
Expenses$392,241
Net Income$44,941
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.1
Gross Receipts
$495,667
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$56,481$113,155▲ $56,674
Inventories for Sale or Use$110,472$105,653▼ $4,819
Savings and Temporary Cash Investments$73,340$78,764▲ $5,424
Land, Buildings, and Equipment, Net$26,307$23,563▼ $2,744
Prepaid Expenses and Deferred Charges$16,809$18,353▲ $1,544
Accounts Receivable$20,631$9,338▼ $11,293
Total Assets$304,458$349,244▲ $44,786
Other Assets Total$418$418→ $0
Liabilities
Deferred Revenue$54,674$57,055▲ $2,381
Accounts Payable and Accrued Expenses$22,971$21,010▼ $1,961
Total Liabilities$77,645$78,065▲ $420
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$212,609$254,552▲ $41,943
Net Assets With Donor Restrictions$14,204$16,627▲ $2,423
Total Net Assets Fund Balance$226,813$271,179▲ $44,366
Total Liabilities and Net Assets / Fund Balance$304,458$349,244▲ $44,786

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$23,563$39,983-
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacy Swadish KosmatkaExecutive DirectorFT$74,481$74,481

Board Members and Trustees

NameTitle
Sarah GreenbergPresident
Margaret HowlandVice President
Stewart DempseyVice President
Ahmad OmariBoard Member
David GriggsBoard Member
Gregory DavisBoard Member
Jayne RodenkirkBoard Member
Karin CenskyBoard Member
Kenneth WirthBoard Member
Kirsten ThompsonBoard Member
Krisann RehbeinBoard Member
Madeleine GordonBoard Member
Steve KesselBoard Member
Tamara Smith-kroupaBoard Member
Zach WamboldBoard Member
Brian J HatzungSecretary
Tim CotterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$381,855
Program Service Revenue
$13,110
Investment Income
$91
Other Revenue
$42,126
All Other Contributions
$203,885
Change in Net Assets
$44,941

Audited Revenue Reconciliation

Revenue per Audited Statements
$480,437
Revenue Not Reported on Financial Statements
$-43,830
Revenue Not Reported on Form 990
$4,050
Other Revenue Adjustments
$-43,830
Total Revenue per Audited Statements
$484,487
Total Revenue per Form 990
$436,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,983
Other Expenses$184,258
Total Fundraising Expense$55,053
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,159$23,387$23,387$116,933
Current Officers, Directors, Trustees, and Key Employees$44,689$14,896$14,896$74,481
Office Expenses$23,100$11,371$6,820$41,291
Occupancy$23,297$6,657$3,328$33,282
Fees for Services Other-$17,593-$17,593
Payroll Taxes$9,941$3,314$3,314$16,569
Insurance$6,642$1,897$949$9,488
All Other Expenses$4,774$2,887$591$8,252
Information Technology$7,587--$7,587
Fees for Services Accounting-$6,058-$6,058
Advertising$5,794--$5,794
Other Expenses$4,075$2,465$1,233$4,075
Depreciation Depletion$1,921$549$274$2,744
Travel$1,357$387$194$1,938
Conferences and Meetings$466$133$67$666
Total Functional Expenses$245,594$91,594$55,053$392,241

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$440,121
Expenses per Audited Statements$392,241
Total Expenses per Form 990$392,241
Expenses Not Reported on Form 990$47,880
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,015
Fundraising Direct Expenses$14,655
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Remarkable Milwaukee$27,515$16,015$2,181$13,834
Total Events$27,515$16,015$14,655$1,360
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
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Section B, Line 11B

“Line 11b explanation - the entire board reviews form 990 before final approval.”

Form 990, Part VI, Section B, Line 12C

“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, Section B, Line 15

“Board reviews comparable data and conducts annual review.”

Form 990, Part VI, Section C, Line 19

“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
Phone
4142777795
Signed
2021-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Greenberg
Formed
1974
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
460

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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, 2020, 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. The organization is currently not under audit by any federal or state taxing authority.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Cost of goods sold -43,830.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 43,830.”

Raw XML AppendixShowing 400 of 574 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022971
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021010
IRS990/AccountsReceivableGrp/BOYAmt020631
IRS990/AccountsReceivableGrp/EOYAmt09338
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HISTORIC 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.
IRS990/AdvertisingGrp/ProgramServicesAmt05794
IRS990/AdvertisingGrp/TotalAmt05794
IRS990/AllOtherContributionsAmt0203885
IRS990/AllOtherExpensesGrp/FundraisingAmt0591
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02887
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04774
IRS990/AllOtherExpensesGrp/TotalAmt08252
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STACY SWADISH KOSMATKA
IRS990/BooksInCareOfDetail/PhoneNum04142777795
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 E MICHIGAN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt056481
IRS990/CashNonInterestBearingGrp/EOYAmt0113155
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt014896
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014896
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt044689
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt074481
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt067
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0133
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0466
IRS990/ConferencesMeetingsGrp/TotalAmt0666
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt011500
IRS990/CostOfGoodsSoldAmt043830
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0381855
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt091
IRS990/CYOtherExpensesAmt0184258
IRS990/CYOtherRevenueAmt042126
IRS990/CYProgramServiceRevenueAmt013110
IRS990/CYRevenuesLessExpensesAmt044941
IRS990/CYSalariesCompEmpBnftPaidAmt0207983
IRS990/CYTotalExpensesAmt0392241
IRS990/CYTotalFundraisingExpenseAmt055053
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0437182
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt054674
IRS990/DeferredRevenueGrp/EOYAmt057055
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0274
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0549
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01921
IRS990/DepreciationDepletionGrp/TotalAmt02744
IRS990/Desc0SINCE 1974, HISTORIC MILWAUKEE, INC. HAS BEEN DEDICATED TO INCREASING AWARENESS OF AND COMMITMENT TO MILWAUKEE'S HISTORY, ARCHITECTURE AND THE PRESERVATION OF OUR BUILT ENVIRONMENT THROUGH EDUCATION. MORE THAN 400 HISTORIC MILWAUKEE, INC. VOLUNTEERS SHARE A LOVE OF HISTORY, MILWAUKEE'S ARCHITECTURAL TREASURES AND THE FUTURE OF OUR CITY. HISTORIC MILWAUKEE, INC. DRAWS ON MORE THAN FOUR DECADES OF PROGRAMMING EXPERTISE TO DELIVER ENGAGING AND INFORMATIVE TOURS AND OTHER EDUCATIONAL PROGRAMMING ON MILWAUKEE'S HISTORY AND ARCHITECTURE. OUR TOURS ARE DELIVERED IN A VARIETY OF FORMATS: WALKING TOURS, SPECIALIZED TOURS; STEP-ON TOUR GUIDES FOR COACH BUSES AND STUDENT TOURS. HISTORIC MILWAUKEE, INC. IS THE ONLY NONPROFIT PROVIDER OF THESE EDUCATIONAL AND HISTORIC TOURS IN MILWAUKEE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt014204
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt016627
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0216591
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06058
IRS990/FeesForServicesAccountingGrp/TotalAmt06058
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt017593
IRS990/FeesForServicesOtherGrp/TotalAmt017593
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH GREENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID GRIGGS
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM COTTER
IRS990/Form990PartVIISectionAGrp/PersonNm4STEWART DEMPSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MADELEINE GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET HOWLAND
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN J HATZUNG
IRS990/Form990PartVIISectionAGrp/PersonNm8KRISANN REHBEIN
IRS990/Form990PartVIISectionAGrp/PersonNm9KIRSTEN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm10TAMARA SMITH-KROUPA
IRS990/Form990PartVIISectionAGrp/PersonNm11ZACH WAMBOLD
IRS990/Form990PartVIISectionAGrp/PersonNm12AHMAD OMARI
IRS990/Form990PartVIISectionAGrp/PersonNm13KARIN CENSKY
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVE KESSEL
IRS990/Form990PartVIISectionAGrp/PersonNm15JAYNE RODENKIRK
IRS990/Form990PartVIISectionAGrp/PersonNm16KENNETH WIRTH
IRS990/Form990PartVIISectionAGrp/PersonNm17STACY SWADISH KOSMATKA
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1774481
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIR.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt011500
IRS990/FundraisingDirectExpensesAmt014655
IRS990/FundraisingGrossIncomeAmt016015
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt090248
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0495667
IRS990/GrossSalesOfInventoryAmt084576
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt07587
IRS990/InformationTechnologyGrp/TotalAmt07587
IRS990/InsuranceGrp/FundraisingAmt0949
IRS990/InsuranceGrp/ManagementAndGeneralAmt01897
IRS990/InsuranceGrp/ProgramServicesAmt06642
IRS990/InsuranceGrp/TotalAmt09488
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0110472
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0105653
IRS990/InvestmentIncomeGrp/ExclusionAmt091
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039983
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026307
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023563
IRS990/LandBldgEquipCostOrOtherBssAmt063546
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt076222
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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 THROUGH EDUCATION AND ADVOCACY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0226813
IRS990/NetAssetsOrFundBalancesEOYAmt0271179
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01360
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01360
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt040746
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt040746
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0212609
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0254552
IRS990/NoncashContributionsAmt0575
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03328
IRS990/OccupancyGrp/ManagementAndGeneralAmt06657
IRS990/OccupancyGrp/ProgramServicesAmt023297
IRS990/OccupancyGrp/TotalAmt033282
IRS990/OfficeExpensesGrp/FundraisingAmt06820
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011371
IRS990/OfficeExpensesGrp/ProgramServicesAmt023100
IRS990/OfficeExpensesGrp/TotalAmt041291
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0418
IRS990/OtherAssetsTotalGrp/EOYAmt0418
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DOORS OPEN EXPENSE
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc2MERCHANDISE EXPENSE
IRS990/OtherExpensesGrp/Desc3TOURS
IRS990/OtherExpensesGrp/FundraisingAmt01233
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02465
IRS990/OtherExpensesGrp/ProgramServicesAmt024928
IRS990/OtherExpensesGrp/ProgramServicesAmt18630
IRS990/OtherExpensesGrp/ProgramServicesAmt28234
IRS990/OtherExpensesGrp/ProgramServicesAmt34075
IRS990/OtherExpensesGrp/TotalAmt024928
IRS990/OtherExpensesGrp/TotalAmt112328
IRS990/OtherExpensesGrp/TotalAmt28234
IRS990/OtherExpensesGrp/TotalAmt34075
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020
IRS990/OtherRevenueTotalAmt020
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023387
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023387
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt070159
IRS990/OtherSalariesAndWagesGrp/TotalAmt0116933
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03314
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03314
IRS990/PayrollTaxesGrp/ProgramServicesAmt09941
IRS990/PayrollTaxesGrp/TotalAmt016569
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016809
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018353
IRS990/PrincipalOfficerNm0SARAH GREENBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2DOORS OPEN MILWAUKEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22000
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR LONG-STANDING WALKING TOURS EXPLORE MILWAUKEE'S UNIQUE AND VIBRANT NEIGHBORHOODS. TO MEET COVID PANDEMIC SAFETY REQUIREMENTS, TOURS WERE SCALED BACK. WE INVESTED IN A HEAD SET SYSTEM TO ENABLE SOCIAL DISTANCING AND DEVELOPED SELF-GUIDED TOURS OF THE HISTORIC EAST SIDE COMMERCIAL DISTRICT AND A DRIVING TOUR OF MILWAUKEE'S TOP LANDMARKS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04075
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06575
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 10TH ANNUAL DOORS OPEN EVENT WAS HELD AS A VIRTUAL EVENT FROM SEPTEMBER 26 TO OCTOBER 11, 2020 DUE TO THE COVID PANDEMIC. MORE THAN 26,000 VISITORS INTERACTED WITH THE EVENT, TAKING VIRTUAL BUILDING TOURS, LEARNING ABOUT NEIGHBORHOODS AND PARTICIPATING IN VIRUTUAL EVENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt024928
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0296810
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0223
IRS990/PYOtherExpensesAmt0247814
IRS990/PYOtherRevenueAmt049869
IRS990/PYProgramServiceRevenueAmt0101270
IRS990/PYRevenuesLessExpensesAmt03848
IRS990/PYSalariesCompEmpBnftPaidAmt0196510
IRS990/PYTotalExpensesAmt0444324
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0448172
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt044941
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt045281
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt078764
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SPECIAL EVENT - 2016 AMOUNT: $ -1,437. 2017 AMOUNT: $ 2,863. 2018 AMOUNT: $ 415. 2019 AMOUNT: $ 736. 2020 AMOUNT: $ 1,360. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 10. 2020 AMOUNT: $ 20.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0381280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0296210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0273215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0276260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0277849
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01504814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$349,244
Liabilities
$78,065
Net assets
$271,179
Revenue
$437,182
Expenses
$392,241
Net income
$44,941
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
2020Detailed filing. Detailed filing data is available for this year.$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