Civic Intelligence

Wisconsin Trust for Historic Preservation Inc

EIN 39-1560745 • 501(c)3 • Oshkosh, WI

Profile

Preservation of historic structures

PO Box 1336Oshkosh, WI 54903-1336
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

25th percentile

-16%

Higher net margin than 25% 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

46th percentile

-4.6%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

47th percentile

-5.2%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$119,681

Down $18,207 (-13%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$119,681

Down $18,207 (-13%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin25th percentile

Revenue

Down

$108,463

Down $18,684 (-15%) from 2021

Expenses

Up

$126,242

Up $46,882 (+59%) from 2021

Net Income

Down

-$17,779

Down $65,566 (-137%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2010: $102,513Net Assets 2010: $102,5132010Assets 2011: $87,291Net Assets 2011: $87,2912011Assets 2021: $137,888Liabilities 2021: $0Net Assets 2021: $137,8882021Assets 2024: $119,681Liabilities 2024: $0Net Assets 2024: $119,6812024

Highlighted filing

2024

Assets$119,681
Liabilities$0
Net Assets$119,681
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $29,797Expenses 2010: $67,534Net Income 2010: -$37,7372010Revenue 2011: $2,231Expenses 2011: $17,453Net Income 2011: -$15,2222011Revenue 2021: $127,147Expenses 2021: $79,360Net Income 2021: $47,7872021Revenue 2024: $108,463Expenses 2024: $126,242Net Income 2024: -$17,7792024

Highlighted filing

2024

Revenue$108,463
Expenses$126,242
Net Income-$17,779
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$119,681
Liabilities
$0
Net assets
$119,681
Revenue
$108,463
Expenses
$126,242
Net income
-$17,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.08$1.26$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$1.27$0.79$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$0.02$0.17$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.30$0.68$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 21, 2025
Return Version
2024v5.1
Gross Receipts
$108,463
Mission and Program Overview

Mission

Preservation of historic structures

Program Services

DescriptionGrantsExpenses
PROMOTING HISTORIC PRESERVATION$102,500$126,243
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E WILLIAMSTreasurer-$0--
MARK ERNSTDirector-$0--
ANNEMARIE SAWKINSDirector-$0--
MATTHEW T JAROSZDirector-$0--
GENE HACKBARTHDirector-$0--
THOMAS H MUROVICHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Trust for Historic Preservation Inc
EIN
39-1560745
In Care Of
% CHARLES E WILLIAMS
Phone
9202332500
Address
PO BOX 1336, OSHKOSH, WI 54903-1336

Signing Officer

Name
Charles E Williams
Title
Treasurer
Phone
9202332500
Signed
2025-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Robert Wesner CPA
Address
1547 W 5TH AVE, OSHKOSH, WI 54902
Preparer
Robert Wesner CPA
Phone
9202162699
Supplemental Narrative

Additional Explanations

Part I Line 8

“STRIPE INCOME $378.00”

Part I Line 10

“Grants and other assistance to domestic organizations and governments $100000.00”

Part I Line 16

“Other office expenses $363.00”

Part I Line 16

“Travel $1799.00”

Part I Line 16

“Conferences, conventions, and meetings $455.00”

Part I Line 13

“Architectural fee $850.00”

Part I Line 13

“URL RENEWAL $47.00”

Part I Line 16

“WIS DFI FEE $25.00”

Part I Line 16

“BANK FEES $48.00”

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHARLES WILLIAMS TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09202332500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1336
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054903
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137460
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0119681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17779
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023552
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137460
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0119681
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0100000
IRS990EZ/GrossReceiptsAmt0108463
IRS990EZ/InvestmentIncomeAmt05585
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137460
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119681
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137460
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119681
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES E WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK ERNST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNEMARIE SAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW T JAROSZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GENE HACKBARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS H MUROVICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt02690
IRS990EZ/OtherRevenueTotalAmt0378
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION OF HISTORIC STRUCTURES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTING HISTORIC PRESERVATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0102500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0126243
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126242
IRS990EZ/TotalProgramServiceExpensesAmt0126243
IRS990EZ/TotalRevenueAmt0108463
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt078373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt072788
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt078373
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072788
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt078373
IRS990ScheduleA/TotalSupportAmt078373
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STRIPE INCOME $378.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants and other assistance to domestic organizations and governments $100000.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other office expenses $363.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $1799.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, conventions, and meetings $455.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ARCHITECTURAL FEE $850.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6URL RENEWAL $47.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WIS DFI FEE $25.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $48.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES E WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09202332500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN TRUST FOR HISTORIC PRESERVATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391560745
ReturnHeader/Filer/InCareOfNm0% CHARLES E WILLIAMS
ReturnHeader/Filer/PhoneNum09202332500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1336
ReturnHeader/Filer/USAddress/CityNm0OSHKOSH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549031336
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680567971
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT WESNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01547 W 5TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OSHKOSH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054902
ReturnHeader/PreparerPersonGrp/PhoneNum09202162699
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT WESNER CPA
ReturnHeader/ReturnTs02025-06-21T14:57:17-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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