Civic Intelligence

Kettle Moraine Natural History Assoc

EIN 39-1510078 • 501(c)3 • Eagle, WI

Profile

Kettle Moraine Natural History Association is organized for the charitable and educational purpose of assisting the Department of Natural Resources with interpretive, scientific, historical, educational and related visitor services at Kettle Moraine State Forest, located in the Wisconsin counties of Waukesha, Walworth and Jefferson.

S91 W39091 Hwy 59Eagle, WI 53119

www.kmsufriends.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$231,978

Up $41,521 (+22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$231,978

Up $41,521 (+22%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$89,441

Up $25,406 (+40%) from 2023

Expenses

Up

$44,007

Up $6,534 (+17%) from 2023

Net Income

Up

$45,434

Up $18,872 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$300K$200K$100K$0Assets 2011: $41,268Liabilities 2011: $02011Assets 2012: $88,305Net Assets 2012: $88,3052012Assets 2013: $112,055Liabilities 2013: $0Net Assets 2013: $112,0552013Assets 2014: $126,121Liabilities 2014: $0Net Assets 2014: $126,1212014Assets 2015: $127,549Liabilities 2015: $0Net Assets 2015: $127,5492015Assets 2016: $203,680Liabilities 2016: $0Net Assets 2016: $203,6802016Assets 2017: $248,525Liabilities 2017: $0Net Assets 2017: $248,5252017Assets 2018: $240,035Liabilities 2018: $0Net Assets 2018: $240,0352018Assets 2019: $151,749Liabilities 2019: $0Net Assets 2019: $151,7492019Assets 2020: $170,331Liabilities 2020: $0Net Assets 2020: $170,3312020Assets 2021: $173,953Liabilities 2021: $0Net Assets 2021: $173,9532021Assets 2022: $158,785Liabilities 2022: $0Net Assets 2022: $158,7852022Assets 2023: $190,457Liabilities 2023: $0Net Assets 2023: $190,4572023Assets 2024: $231,978Net Assets 2024: $231,9782024

Highlighted filing

2024

Assets$231,978
Liabilities-
Net Assets$231,978
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KRevenue 2011: $84,574Expenses 2011: $79,899Net Income 2011: $4,6752011Revenue 2012: $68,418Expenses 2012: $21,381Net Income 2012: $47,0372012Revenue 2013: $90,793Expenses 2013: $67,043Net Income 2013: $23,7502013Revenue 2014: $70,680Expenses 2014: $56,614Net Income 2014: $14,0662014Revenue 2015: $107,859Expenses 2015: $106,431Net Income 2015: $1,4282015Revenue 2016: $111,692Expenses 2016: $35,561Net Income 2016: $76,1312016Revenue 2017: $86,341Expenses 2017: $41,496Net Income 2017: $44,8452017Revenue 2018: $90,095Expenses 2018: $98,585Net Income 2018: -$8,4902018Revenue 2019: $63,634Expenses 2019: $151,920Net Income 2019: -$88,2862019Revenue 2020: $63,818Expenses 2020: $45,236Net Income 2020: $18,5822020Revenue 2021: $92,934Expenses 2021: $89,312Net Income 2021: $3,6222021Revenue 2022: $35,026Expenses 2022: $40,370Net Income 2022: -$5,3442022Revenue 2023: $64,035Expenses 2023: $37,473Net Income 2023: $26,5622023Revenue 2024: $89,441Expenses 2024: $44,007Net Income 2024: $45,4342024

Highlighted filing

2024

Revenue$89,441
Expenses$44,007
Net Income$45,434
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,978
Liabilities
-
Net assets
$231,978
Revenue
$89,441
Expenses
$44,007
Net income
$45,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.89$0.44$0.45
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.64$0.37$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.35$0.40$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.93$0.89$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.64$0.45$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.64$1.52$0.88
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.90$0.99$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.86$0.41$0.45
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$1.12$0.36$0.76
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.08$1.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.71$0.57$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.91$0.67$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.68$0.21$0.47
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.85$0.80$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Gross Receipts
$189,230
Mission and Program Overview

Mission

Kettle Moraine Natural History Association is organized for the charitable and educational purpose of assisting the Department of Natural Resources with interpretive, scientific, historical, educational and related visitor services at Kettle Moraine State Forest, located in the Wisconsin counties of Waukesha, Walworth and Jefferson.

Program Services

DescriptionGrantsExpenses
Scuppernong Springs Grant-$24,105
Naturalist Grant-$3,500
Friends Incentive Grant-$2,145
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne KormanPresident-$0--
Brian RozekTreasurer-$0--
Marlin JohnsonTrustee-$0--
Kristina KosloskySecretary-$0--
Susan LewisTrustee-$0--
Lawrence LeitnerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kettle Moraine Natural History Assoc
EIN
39-1510078
Phone
2625946215
Address
S91 W39091 Hwy 59, Eagle, WI 53119

Signing Officer

Name
Brian Rozek
Title
Treasurer
Signed
2025-05-22
Discuss with paid preparer
Yes

Preparer

Firm
HP CPAs
Address
365 Cottonwood Avenue, Hartland, WI 53029
Preparer
Mark G Hayes
Phone
2623675505
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.15

“| Donee's Name: Scuppernong Springs Grant | Cash Amount Given: $24105”

Other Expenses.1002

“Office Expenses $389”

Other Expenses.1012

“Insurance $479”

Other Expenses.1

“Operations $6527”

Other Expenses.2

“Outside Services $5050”

Other Expenses.3

“NRF Admin Fees $676”

Other Assets.1010

“Inventories - Beginning $22839 Inventories - Ending $25995”

Raw XML Appendix170 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Eagle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053119
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167618
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0205983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018327
IRS990EZ/CostOfGoodsSoldAmt099789
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt045434
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01136
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190457
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt059613
IRS990EZ/GrossReceiptsAmt0189230
IRS990EZ/GrossSalesOfInventoryAmt0159402
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010061
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01440
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0231978
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0190457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0231978
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Anne Korman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Rozek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Marlin Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristina Koslosky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Susan Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lawrence Leitner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt022839
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025995
IRS990EZ/OtherChangesInNetAssetsAmt0-3913
IRS990EZ/OtherExpensesTotalAmt013121
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Kettle Moraine Natural History Association is organized for the charitable and educational purpose of assisting the Department of Natural Resources with interpretive, scientific, historical, educational and related visitor services at Kettle Moraine State Forest, located in the Wisconsin counties of Waukesha, Walworth and Jefferson.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Friends Incentive Grant
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Naturalist Grant
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Scuppernong Springs Grant
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02145
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044007
IRS990EZ/TotalProgramServiceExpensesAmt029750
IRS990EZ/TotalRevenueAmt089441
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0https://www.kmsufriends.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056998
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0135761
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0784
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05891
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06798
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026010
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83920
IRS990ScheduleA/PublicSupportPY170Pct00.83960
IRS990ScheduleA/PublicSupportTotal170Amt0135761
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019767
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056998
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0135761
IRS990ScheduleA/TotalSupportAmt0161771
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Scuppernong Springs Grant | Cash Amount Given: $24105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $389
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Operations $6527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Outside Services $5050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NRF Admin Fees $676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventories - Beginning $22839 Inventories - Ending $25995
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1010
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian Rozek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kettle Moraine Natural History Assoc
ReturnHeader/Filer/BusinessNameControlTxt0KETT
ReturnHeader/Filer/EIN0391510078
ReturnHeader/Filer/PhoneNum02625946215
ReturnHeader/Filer/USAddress/AddressLine1Txt0S91 W39091 Hwy 59
ReturnHeader/Filer/USAddress/CityNm0Eagle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522278085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HP CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0365 Cottonwood Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hartland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053029
ReturnHeader/PreparerPersonGrp/PhoneNum02623675505
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark G Hayes
ReturnHeader/ReturnTs02025-05-27T09:02:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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