Civic Intelligence

Oconomowoc Historical Society Inc

EIN 39-1376661 • 501(c)3 • Oconomowoc, WI

Oconomowoc, WI
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

2.0%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$711,080

Up $22,923 (+3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$711,080

Up $22,923 (+3.3%) from 2022

Revenue

Up

$65,806

Up $1,301 (+2.0%) from 2022

Expenses

Down

$63,120

Down $23,142 (-27%) from 2022

Net Income

Up

$2,686

Up $24,443 (+112%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $316,118Liabilities 2011: $02011Assets 2012: $305,497Liabilities 2012: $02012Assets 2013: $333,697Liabilities 2013: $02013Assets 2014: $675,740Liabilities 2014: $0Net Assets 2014: $675,7402014Assets 2015: $820,165Liabilities 2015: $0Net Assets 2015: $820,1652015Assets 2016: $841,835Liabilities 2016: $0Net Assets 2016: $841,8352016Assets 2017: $829,625Liabilities 2017: $0Net Assets 2017: $829,6252017Assets 2018: $798,429Liabilities 2018: $0Net Assets 2018: $798,4292018Assets 2019: $757,945Liabilities 2019: $0Net Assets 2019: $757,9452019Assets 2021: $787,636Liabilities 2021: $0Net Assets 2021: $787,6362021Assets 2022: $688,157Liabilities 2022: $0Net Assets 2022: $688,1572022Assets 2023: $711,080Liabilities 2023: $0Net Assets 2023: $711,0802023

Latest loaded filing

2023

Assets$711,080
Liabilities$0
Net Assets$711,080

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $104,084Expenses 2011: $55,556Net Income 2011: $48,5282011Revenue 2012: $52,201Expenses 2012: $67,568Net Income 2012: -$15,3672012Revenue 2013: $69,287Expenses 2013: $54,102Net Income 2013: $15,1852013Revenue 2014: $51,059Expenses 2014: $113,113Net Income 2014: -$62,0542014Revenue 2015: $211,750Expenses 2015: $67,325Net Income 2015: $144,4252015Revenue 2016: $79,670Expenses 2016: $62,500Net Income 2016: $17,1702016Revenue 2017: $84,309Expenses 2017: $98,426Net Income 2017: -$14,1172017Revenue 2018: $51,985Expenses 2018: $83,181Net Income 2018: -$31,1962018Revenue 2019: $66,409Expenses 2019: $128,617Net Income 2019: -$62,2082019Revenue 2021: $86,463Expenses 2021: $66,999Net Income 2021: $19,4642021Revenue 2022: $64,505Expenses 2022: $86,262Net Income 2022: -$21,7572022Revenue 2023: $65,806Expenses 2023: $63,120Net Income 2023: $2,6862023

Latest loaded filing

2023

Revenue$65,806
Expenses$63,120
Net Income$2,686

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.00$7.11$0.66$0.63$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.88$0.65$0.86$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$0.00$7.88$0.86$0.67$0.19
2019Summary only. Only limited summary data is available for this year.$7.58$0.00$7.58$0.66$1.29$0.62
2018Summary only. Only limited summary data is available for this year.$7.98$0.00$7.98$0.52$0.83$0.31
2017Summary only. Only limited summary data is available for this year.$8.30$0.00$8.30$0.84$0.98$0.14
2016Summary only. Only limited summary data is available for this year.$8.42$0.00$8.42$0.80$0.63$0.17
2015Summary only. Only limited summary data is available for this year.$8.20$0.00$8.20$2.12$0.67$1.44
2014Summary only. Only limited summary data is available for this year.$6.76$0.00$6.76$0.51$1.13$0.62
2013Summary only. Only limited summary data is available for this year.$3.34$0.00$0.69$0.54$0.15
2012Summary only. Only limited summary data is available for this year.$3.05$0.00$0.52$0.68$0.15
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$1.04$0.56$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$102,876
Mission and Program Overview

Mission

Operate a historical museum and catalogue and preserve historical artifacts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$711,080$807,668▲ $96,588
Intangible Assets$396,544$396,544→ $0
Investments in Publicly Traded Securities$260,610$330,543▲ $69,933
Land, Buildings, and Equipment, Net$36,282$48,269▲ $11,987
Savings and Temporary Cash Investments-$34,423-
Cash and Non-Interest-Bearing Accounts$13,033$60▼ $12,973
Total Assets$711,080$809,839▲ $98,759
Other Assets Total$4,611--
Liabilities
Other Liabilities-$2,171-
Total Liabilities$0$2,171▲ $2,171
Net Assets / Fund Balance
Total Net Assets Fund Balance$711,080$807,668▲ $96,588
Total Liabilities and Net Assets / Fund Balance$711,080$809,839▲ $98,759

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,049$291,025$333,074
Other Land Buildings$6,220$8,003$14,223
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert DuffyPresident
Kathy StraussSecretary
Edwin JohnsonTreasurer
Charles LaabsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$88,538
Program Service Revenue
$13,094
Investment Income
$0
Other Revenue
$1,244
All Other Contributions
$83,696
Change in Net Assets
$32,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$36,133
Other Expenses$34,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$33,805-$33,805
Occupancy$18,209--$18,209
Insurance-$8,931-$8,931
Information Technology-$3,457-$3,457
Payroll Taxes-$2,328-$2,328
Office Expenses-$2,033-$2,033
Advertising$512--$512
Depreciation Depletion-$261-$261
Other Expenses$220--$220
Total Functional Expenses$19,942$50,815$0$70,757
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
Reserved for Model Railroad$1,827
Accrued Payroll Taxes$344
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Robert duffy 174 e. Wisconsin avenue oconomowoc, wi 53066 charles laabs 1398 crystal lake drive oconomowoc, wi 53066 kathy strauss 138 main street sullivan, wi 53178 edwin johnson 35934 n. Beach road oconomowoc, wi 53066

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Oconomowoc Historical Society
EIN
39-1376661
Phone
2625690740
Address
PO BOX 245, OCONOMOWOC, WI 53066

Signing Officer

Name
Robert Duffy
Title
President
Phone
2625690740
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Duffy
Legal Domicile
Wi
Voting Board Members
212
Independent Board Members
212
Employees
4
Volunteers
30

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19W24200 RIVERWOOD DR STE 310, WAUKESHA, WI 53188-1166
Preparer
William H Lentz
Phone
2625442000
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers guide visitors through the museum, help to arrange exhibits, and plan events. No volunteer receives any compensation or benefits.

Form 990, Page 2, Part III, Line 4D

Operated a historical museum for the preservation and exhibition of historical artifacts

Form 990, Part XI

Form 990, part xi, line 9, other changes in net assets capital improvements 11,726 misc -1,702 total 10,024

Form 990, Part XI, Line 9

Book / tax depreciation difference -2,488

Raw XML Appendix326 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
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IRS990/IntangibleAssetsGrp/BOYAmt0396544
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0260610
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IRS990/LoanOutstandingInd0false
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IRS990/MembershipDuesAmt04842
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS GUIDE VISITORS THROUGH THE MUSEUM, HELP TO ARRANGE EXHIBITS, AND PLAN EVENTS. NO VOLUNTEER RECEIVES ANY COMPENSATION OR BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATED A HISTORICAL MUSEUM FOR THE PRESERVATION AND EXHIBITION OF HISTORICAL ARTIFACTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROBERT DUFFY 174 E. WISCONSIN AVENUE OCONOMOWOC, WI 53066 CHARLES LAABS 1398 CRYSTAL LAKE DRIVE OCONOMOWOC, WI 53066 KATHY STRAUSS 138 MAIN STREET SULLIVAN, WI 53178 EDWIN JOHNSON 35934 N. BEACH ROAD OCONOMOWOC, WI 53066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS CAPITAL IMPROVEMENTS 11,726 MISC -1,702 TOTAL 10,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE -2,488
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0807668
IRS990/TotalOtherProgSrvcExpenseAmt019942
IRS990/TotalProgramServiceExpensesAmt019942
IRS990/TotalProgramServiceRevenueAmt013094
IRS990/TotalRevenueGrp/ExclusionAmt013094
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102876
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DUFFY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625690740
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONOMOWOC HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0OCON
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ReturnHeader/Filer/PhoneNum02625690740
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 245
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391557315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDALORO SMITH & KRUEGER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N19W24200 RIVERWOOD DR STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUKESHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531881166
ReturnHeader/PreparerPersonGrp/PhoneNum02625442000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H LENTZ
ReturnHeader/ReturnTs02025-02-20T15:28:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

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