Liabilities / Assets
29th percentile
Higher debt load relative to assets than 29% of similar nonprofits.
EIN 39-1298304 • 501(c)3 • Appleton, WI
Profile
To inspire people of all ages to discover and appreciate the rich history of the fox valley area.
Refreshing map…
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
29th percentile
Higher debt load relative to assets than 29% of similar nonprofits.
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
61st percentile
Higher top officer pay than 61% of similar nonprofits.
Top officer pay equals 13.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
11th percentile
Faster revenue growth than 11% of similar nonprofits.
Assets
Down$4,353,798
Down $38,347 (-0.9%) from 2023
Liabilities
Down$23,492
Down $97,888 (-81%) from 2023
Net Assets
Up$4,330,306
Up $59,541 (+1.4%) from 2023
Revenue
Down$673,244
Down $290,218 (-30%) from 2023
Expenses
Up$814,605
Up $221,225 (+37%) from 2023
Net Income
Down-$141,361
Down $511,443 (-138%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
To inspire people of all ages to discover and appreciate the rich history of the fox valley area.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $2,078,569 | $2,715,815 | ▲ $637,246 |
| Savings and Temporary Cash Investments | $423,233 | $119,885 | ▼ $303,348 |
| Cash and Non-Interest-Bearing Accounts | $199,245 | $57,190 | ▼ $142,055 |
| Inventories for Sale or Use | $12,794 | $13,773 | ▲ $979 |
| Accounts Receivable | $3,758 | - | - |
| Pledges and Grants Receivable | $83,217 | $3,300 | ▼ $79,917 |
| Prepaid Expenses and Deferred Charges | $22,056 | $1,941 | ▼ $20,115 |
| Total Assets | $4,392,145 | $4,353,798 | ▼ $38,347 |
| Other Assets Total | $1,569,273 | $1,441,894 | ▼ $127,379 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $110,711 | $17,413 | ▼ $93,298 |
| Deferred Revenue | $10,669 | $6,079 | ▼ $4,590 |
| Total Liabilities | $121,380 | $23,492 | ▼ $97,888 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,918,093 | $2,872,415 | ▲ $954,322 |
| Net Assets With Donor Restrictions | $2,352,672 | $1,457,891 | ▼ $894,781 |
| Total Net Assets Fund Balance | $4,270,765 | $4,330,306 | ▲ $59,541 |
| Total Liabilities and Net Assets / Fund Balance | $4,392,145 | $4,353,798 | ▼ $38,347 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,504,854 | $1,047,483 | $2,552,337 |
| Other Land Buildings | $1,093,596 | $683,439 | $1,777,035 |
| Equipment | $6,015 | $306,510 | $312,525 |
| Land | $111,350 | - | $111,350 |
| Other Assets Org | $1,441,894 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2024 | $1,315,922 | - | ▲ $200,901 | $61,884 | $1,441,894 |
| 2023 | $1,254,384 | - | ▲ $135,547 | $62,250 | $1,315,922 |
| 2022 | $1,516,852 | - | ▼ $219,962 | $30,609 | $1,254,384 |
| 2021 | $1,418,208 | - | ▲ $170,552 | $59,358 | $1,516,852 |
| 2020 | $1,379,105 | - | ▲ $110,459 | $60,368 | $1,418,208 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Matthew Carpenter | Executive Di | FT | $87,468 | $87,468 |
| Name | Title |
|---|---|
| Adam Skarie | President |
| Brad Cebulski | Director |
| Jayme Lehman | Director |
| Jessica Micke | Director |
| Josh Berens | Director |
| Joy Hagen | Director |
| Kelly Leopold | Director |
| Ken Melchert | Director |
| Monica Rico | Director |
| Pla Yang | Director |
| Ryan Didreckson | Director |
| Dustin Mack | Executive Di |
| Ann Whalen | Past Preside |
| Chris Dearing | Secretary |
| David Nimtz | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $480,483 |
| Salaries, Compensation, and Employee Benefits | $334,122 |
| Total Fundraising Expense | $103,188 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $125,026 | $25,005 | $58,345 | $208,376 |
| Depreciation Depletion | $120,132 | $6,323 | - | $126,455 |
| Occupancy | $71,874 | $29,535 | $1,269 | $102,678 |
| Current Officers, Directors, Trustees, and Key Employees | $52,481 | $10,496 | $24,491 | $87,468 |
| Advertising | $27,613 | - | - | $27,613 |
| Payroll Taxes | $13,902 | $2,780 | $6,487 | $23,169 |
| Insurance | $16,937 | $4,234 | - | $21,171 |
| Fees for Services Accounting | - | $14,800 | - | $14,800 |
| Fees for Service Investment Mgmnt Fees | - | $13,045 | - | $13,045 |
| Fees for Services Other | - | $11,136 | - | $11,136 |
| Pension Plan Contributions | $5,560 | $1,112 | $2,595 | $9,267 |
| Office Expenses | $686 | $6,725 | $503 | $7,914 |
| Other Employee Benefits | $3,505 | $701 | $1,636 | $5,842 |
| Other Expenses | $458 | $3,459 | $531 | $4,448 |
| Information Technology | $3,010 | $1,075 | $215 | $4,300 |
| All Other Expenses | $563 | - | - | $563 |
| Total Functional Expenses | $579,871 | $131,546 | $103,188 | $814,605 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A draft of form 990 and supporting schedules was provided to the executive director for review and approval. The information was distributed to the board of directors for review prior to filing.”
“To a large degree the policy requires directors to disclose conflicts of interest, which they do. Ocassionally directors have abstained from voting and/or participation in activities to avoid conflict of interest. The board president and other directors are attentive to conflicts of interest.”
“The governance committee meets and reviews relevant information relating to the executive director's salary and approves the amount to pay him for hte upcoming year. The information reviewed includes studies which show compensation for executive directors in fields related to the society.”
“The executive director and governance committee meet and review relevant information to come up with the salary for the deputy director and other employees for the upcoming year.”
“The society's documents are available upon request to the public.”
“Since its founding in 1872, the outagamie county historical society has been the trusted steward of appleton and fox valley history. Now affectionately known as the history museum at the castle, due to its location in a former masonic temple, the organization is a thriving cultural institution with deep ties to the local community. The history museum continually seeks to inspire people to discover and appreciate the rich history of the fox valley through exhibitions, education and collections. The history museum greatly expanded its offerings in 2024 by completing a major permanent local history exhibit, you are here. After 5 years of planning and a successful capital campaign this custom designed exhibition showcases fox valley history, geography, and culture. You are here tells a comprehensive history of the landscape, peoples, and cultures that have defined the fox valley since ancient times with unique local artifacts and stunning graphics. This exhibition highlights the best of the museum's collections and serves as a core educational experience for visitors and local schools. In 2024, the history museum had over 10,000 visitors including more than 2,000 k-12 students. The history museum continually engages audiences beyond the museum's walls. The history museum offers free traveling pop-up exhibits about women's suffrage, homelessness, and black history. Over 4,000 people saw these exhibits at schools, libraries, religious institutions, and businesses throughout the community. Notably, in 2024 the museum added our afghan neighbors as a new exhibit to its catalogue of traveling pop-up exhibits. World relief fox valley and the history museum partnered to conduct oral history interviews with eight afghan refugees forced to flee afghanistan in 2021 and resettle in the fox cities. Their stories became the basis for this new groundbreaking exhibition. The history museum also continued its popular get up & go walking tour series. Over 400 people participated in ten unique tours. This core adult education program brings history to the present on the streets of appleton.”
“Cost of goods sold 9,412 cost of goods sold -9,412”
“For the donor restricted funds over the long-term, ideally the society expects the current spending policy will allow its endowment to retain the original fair value of the gift and the income derived from the these gifts would be sufficient to cover the annual cost of running the related programs by the society which include, funding to cover the society's director position, to cover the care of the grignon collection, to cover the costs to maintain the houdini exhibit and maintain the physical facility.”
“The organization is qualified as a tax-exempt organization under section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes. Gifts, grants, and bequests are deductible by donors within limitations of the internal revenue code. The organization evaluates its tax positions based on whether or not the position is more likely than not to be sustained upon examination by taxing authorities. This evaluation includes monitoring changes in tax law and new authoritative rulings for potential implications to its tax status and positions. The organization is not aware of any income that it would consider to be unrelated business income.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 17413 |
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| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO INSPIRE PEOPLE OF ALL AGES TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY AREA. |
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| IRS990/AdvertisingGrp/TotalAmt | 0 | 27613 |
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| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9207338445 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 330 EAST COLLEGE AVENUE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | APPLETON |
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| IRS990/Desc | 0 | SINCE ITS FOUNDING IN 1872, THE OUTAGAMIE COUNTY HISTORICAL SOCIETY HAS BEEN THE TRUSTED STEWARD OF APPLETON AND FOX VALLEY HISTORY. NOW AFFECTIONATELY KNOWN AS THE HISTORY MUSEUM AT THE CASTLE, DUE TO ITS LOCATION IN A FORMER MASONIC TEMPLE, THE ORGANIZATION IS A THRIVING CULTURAL INSTITUTION WITH DEEP TIES TO THE LOCAL COMMUNITY. THE HISTORY MUSEUM CONTINUALLY SEEKS TO INSPIRE PEOPLE TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY THROUGH EXHIBITIONS, EDUCATION AND COLLECTIONS. THE HISTORY MUSEUM GREATLY EXPANDED ITS OFFERINGS IN 2024 BY COMPLETING A MAJOR PERMANENT LOCAL HISTORY EXHIBIT, YOU ARE HERE. AFTER 5 YEARS OF PLANNING AND A SUCCESSFUL CAPITAL CAMPAIGN THIS CUSTOM DESIGNED EXHIBITION SHOWCASES FOX VALLEY HISTORY, GEOGRAPHY, AND CULTURE. YOU ARE HERE TELLS A COMPREHENSIVE HISTORY OF THE LANDSCAPE, PEOPLES, AND CULTURES THAT HAVE DEFINED THE FOX VALLEY SINCE ANCIENT TIMES WITH UNIQUE LOCAL ARTIFACTS AND STUNNING GRAPHICS. THIS EXHIBITION HIGHLIGHTS THE BEST OF THE MUSEUM'S COLLECTIONS AND SERVES AS A CORE EDUCATIONAL EXPERIENCE FOR VISITORS AND LOCAL SCHOOLS. IN 2024, THE HISTORY MUSEUM HAD OVER 10,000 VISITORS INCLUDING MORE THAN 2,000 K-12 STUDENTS. THE HISTORY MUSEUM CONTINUALLY ENGAGES AUDIENCES BEYOND THE MUSEUM'S WALLS. THE HISTORY MUSEUM OFFERS FREE TRAVELING POP-UP EXHIBITS ABOUT WOMEN'S SUFFRAGE, HOMELESSNESS, AND BLACK HISTORY. OVER 4,000 PEOPLE SAW THESE EXHIBITS AT SCHOOLS, LIBRARIES, RELIGIOUS INSTITUTIONS, AND BUSINESSES THROUGHOUT THE COMMUNITY. NOTABLY, IN 2024 THE MUSEUM ADDED OUR AFGHAN NEIGHBORS AS A NEW EXHIBIT TO ITS CATALOGUE OF TRAVELING POP-UP EXHIBITS. WORLD RELIEF FOX VALLEY AND THE HISTORY MUSEUM PARTNERED TO CONDUCT ORAL HISTORY INTERVIEWS WITH EIGHT AFGHAN REFUGEES FORCED TO FLEE AFGHANISTAN IN 2021 AND RESETTLE IN THE FOX CITIES. THEIR STORIES BECAME THE BASIS FOR THIS NEW GROUNDBREAKING EXHIBITION. THE HISTORY MUSEUM ALSO CONTINUED ITS POPULAR GET UP & GO WALKING TOUR SERIES. OVER 400 PEOPLE PARTICIPATED IN TEN UNIQUE TOURS. THIS CORE ADULT EDUCATION PROGRAM BRINGS HISTORY TO THE PRESENT ON THE STREETS OF APPLETON. |
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| IRS990/ElectionOfBoardMembersInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | PAST PRESIDE |
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