Civic Intelligence

Stanley Area Historical Society

EIN 39-1721678 • 501(c)3 • Stanley, WI

Profile

Preservation of local history by acquisition and display of local historical artifacts and documents. Prepare and publish historical newsletters.

228 Helgersen StreetStanley, WI 54768

n/A

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

15th percentile

-22%

Higher net margin than 15% 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

42nd percentile

0.5%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$818,151

Up $153,461 (+23%) from 2023

Liabilities

Up

$3,481

Up $1,553 (+81%) from 2023

Net Assets

Up

$814,670

Up $151,908 (+23%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin15th percentile

Revenue

Up

$176,214

Up $129,330 (+276%) from 2023

Expenses

Up

$71,723

Up $14,755 (+26%) from 2023

Net Income

Up

$104,491

Up $114,575 (+1136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0M$500K$0Assets 2011: $530,613Liabilities 2011: $0Net Assets 2011: $530,6132011Assets 2012: $524,541Liabilities 2012: $0Net Assets 2012: $524,5412012Assets 2013: $538,686Liabilities 2013: $0Net Assets 2013: $538,6862013Assets 2014: $558,316Liabilities 2014: $57Net Assets 2014: $558,2592014Assets 2015: $550,153Liabilities 2015: $450Net Assets 2015: $549,7032015Assets 2016: $558,618Liabilities 2016: $324Net Assets 2016: $558,2942016Assets 2017: $605,063Liabilities 2017: $517Net Assets 2017: $604,5462017Assets 2018: $564,633Liabilities 2018: $585Net Assets 2018: $564,0482018Assets 2019: $627,442Liabilities 2019: $573Net Assets 2019: $626,8692019Assets 2020: $657,223Liabilities 2020: $0Net Assets 2020: $657,2232020Assets 2022: $661,421Liabilities 2022: $0Net Assets 2022: $661,4212022Assets 2023: $664,690Liabilities 2023: $1,928Net Assets 2023: $662,7622023Assets 2024: $818,151Liabilities 2024: $3,481Net Assets 2024: $814,6702024

Highlighted filing

2024

Assets$818,151
Liabilities$3,481
Net Assets$814,670
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $43,427Expenses 2011: $28,915Net Income 2011: $14,5122011Revenue 2012: $29,289Expenses 2012: $35,361Net Income 2012: -$6,0722012Revenue 2013: $39,236Expenses 2013: $25,091Net Income 2013: $14,1452013Revenue 2014: $49,043Expenses 2014: $29,470Net Income 2014: $19,5732014Revenue 2015: $28,788Expenses 2015: $37,956Net Income 2015: -$9,1682015Revenue 2016: $36,294Expenses 2016: $37,997Net Income 2016: -$1,7032016Revenue 2017: $47,473Expenses 2017: $38,860Net Income 2017: $8,6132017Revenue 2018: $48,212Expenses 2018: $65,042Net Income 2018: -$16,8302018Revenue 2019: $55,181Expenses 2019: $38,470Net Income 2019: $16,7112019Revenue 2020: $53,928Expenses 2020: $62,327Net Income 2020: -$8,3992020Revenue 2022: $43,376Expenses 2022: $58,465Net Income 2022: -$15,0892022Revenue 2023: $46,884Expenses 2023: $56,968Net Income 2023: -$10,0842023Revenue 2024: $176,214Expenses 2024: $71,723Net Income 2024: $104,4912024

Highlighted filing

2024

Revenue$176,214
Expenses$71,723
Net Income$104,491
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$818,151
Liabilities
$3,481
Net assets
$814,670
Revenue
$176,214
Expenses
$71,723
Net income
$104,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.18$0.03$8.15$1.76$0.72$1.04
2023Detailed filing. Detailed filing data is available for this year.$6.65$0.02$6.63$0.47$0.57$0.10
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.43$0.58$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.54$0.62$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.01$6.27$0.55$0.38$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.65$0.01$5.64$0.48$0.65$0.17
2017Detailed filing. Detailed filing data is available for this year.$6.05$0.01$6.05$0.47$0.39$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.58$0.36$0.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.29$0.38$0.09
2014Summary only. Only limited summary data is available for this year.$5.58$0.00$5.58$0.49$0.29$0.20
2013Summary only. Only limited summary data is available for this year.$5.39$0.00$5.39$0.39$0.25$0.14
2012Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.29$0.35$0.06
2011Summary only. Only limited summary data is available for this year.$5.31$0.00$5.31$0.43$0.29$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$176,214
Mission and Program Overview

Mission

Preservation of local history by acquisition and display of local historical artifacts and documents. Prepare and publish historical newsletters.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$459,605$622,836▲ $163,231
Land, Buildings, and Equipment, Net$205,085$195,315▼ $9,770
Total Assets$664,690$818,151▲ $153,461
Liabilities
Accounts Payable and Accrued Expenses$1,928$3,481▲ $1,553
Total Liabilities$1,928$3,481▲ $1,553
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$662,762$814,670▲ $151,908
Total Net Assets Fund Balance$662,762$814,670▲ $151,908
Total Liabilities and Net Assets / Fund Balance$664,690$818,151▲ $153,461

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,733$274,071-
Land$14,677--
Equipment$23,905--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David JankoskiPresident
Jean KetterhagenVice President
Colleen DanielsonDirector
Donna EndruDirector
John PozdellDirector
Mark BernklauDirector
Mary FitzsimmonsDirector
Betty PlombonNewsletter Editor
Sharon WundrowSecretary
James EricksenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157,665
Program Service Revenue
$0
Investment Income
$9,515
Other Revenue
$9,034
All Other Contributions
$151,410
Change in Net Assets
$104,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,278
Salaries, Compensation, and Employee Benefits$9,245
Grants and Similar Amounts Paid$6,200
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$28,906--$28,906
Depreciation Depletion$9,770--$9,770
Other Salaries and Wages$8,018--$8,018
Grants to Domestic Orgs$6,200--$6,200
Insurance-$3,930-$3,930
Fees for Service Investment Mgmnt Fees$3,885--$3,885
Payroll Taxes$1,227--$1,227
Fees for Services Accounting-$1,000-$1,000
Information Technology$422--$422
Other Expenses$168--$168
Advertising$108--$108
Total Functional Expenses$66,793$4,930$0$71,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$432
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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 governing body review Part VI line 11

“Board reviews the return before it is filed.”

Governing documents etc available to public Part VI line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Stanley Area Historical Society
EIN
39-1721678
In Care Of
% JAMES ERICKSEN
Phone
7157030437
Address
228 HELGERSEN STREET, STANLEY, WI 54768

Signing Officer

Name
James Ericksen
Title
Treasurer
Phone
7157030437
Signed
2025-05-13
Discuss with paid preparer
No

Organization Details

Formed
1976
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
1
Volunteers
10

Preparer

Firm
Thompson CPA LLC
Address
17 W Central St, Chippewa Falls, WI 54729
Preparer
Aaron Thompson
Phone
7157237500
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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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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt036598
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06537
IRS990/PYInvestmentIncomeAmt09283
IRS990/PYOtherExpensesAmt043257
IRS990/PYOtherRevenueAmt01003
IRS990/PYRevenuesLessExpensesAmt0-10084
IRS990/PYSalariesCompEmpBnftPaidAmt07174
IRS990/PYTotalExpensesAmt056968
IRS990/PYTotalRevenueAmt046884
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0104491
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt0200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0459605
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0622836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0157665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045919
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0320134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09283
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06323
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025121
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IRS990ScheduleA/SubstantialContributorsTotAmt0114353
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036598
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045919
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038371
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0320134
IRS990ScheduleA/TotalSupportAmt0345255
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0156733
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0274071
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0430804
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt023905
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt023905
IRS990ScheduleD/LandGrp/BookValueAmt014677
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt014677
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0195315
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board reviews the return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0664690
IRS990/TotalAssetsEOYAmt0818151
IRS990/TotalAssetsGrp/BOYAmt0664690
IRS990/TotalAssetsGrp/EOYAmt0818151
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0157665
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066793
IRS990/TotalFunctionalExpensesGrp/TotalAmt071723
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01928
IRS990/TotalLiabilitiesEOYAmt03481
IRS990/TotalLiabilitiesGrp/BOYAmt01928
IRS990/TotalLiabilitiesGrp/EOYAmt03481
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0662762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0814670
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066793
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08402
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176214
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0664690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0818151
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ERICKSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07157030437
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY AREA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0391721678
ReturnHeader/Filer/InCareOfNm0% JAMES ERICKSEN
ReturnHeader/Filer/PhoneNum07157030437
ReturnHeader/Filer/USAddress/AddressLine1Txt0228 HELGERSEN STREET
ReturnHeader/Filer/USAddress/CityNm0STANLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054768
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814564012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thompson CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 W Central St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chippewa Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054729
ReturnHeader/PreparerPersonGrp/PhoneNum07157237500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON THOMPSON
ReturnHeader/ReturnTs02025-05-19T16:41:26-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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