Civic Intelligence

Washington County Historical

EIN 39-1978351 • 501(c)3 • West Bend, WI

Profile

To support the mission of the washington county historical society inc.

320 South 5th AvenueWest Bend, WI 53095-3333

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

3.43x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.1%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$7,185,978

Up $657,295 (+10%) from 2023

Liabilities

Down

$1,800,000

Down $300,000 (-14%) from 2023

Net Assets

Up

$5,385,978

Up $957,295 (+22%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin89th percentile

Revenue

Up

$524,097

Up $43,599 (+9.1%) from 2023

Expenses

Down

$270,971

Down $311,020 (-53%) from 2023

Net Income

Up

$253,126

Up $354,619 (+349%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $507,103Liabilities 2013: $0Net Assets 2013: $507,1032013Assets 2014: $558,740Liabilities 2014: $0Net Assets 2014: $558,7402014Assets 2015: $580,869Liabilities 2015: $0Net Assets 2015: $580,8692015Assets 2016: $851,503Liabilities 2016: $0Net Assets 2016: $851,5032016Assets 2017: $866,265Liabilities 2017: $0Net Assets 2017: $866,2652017Assets 2018: $949,904Liabilities 2018: $0Net Assets 2018: $949,9042018Assets 2019: $1,217,628Liabilities 2019: $1,988Net Assets 2019: $1,215,6402019Assets 2020: $3,733,894Liabilities 2020: $37,400Net Assets 2020: $3,696,4942020Assets 2021: $7,485,317Liabilities 2021: $2,700,000Net Assets 2021: $4,785,3172021Assets 2022: $6,240,646Liabilities 2022: $2,400,000Net Assets 2022: $3,840,6462022Assets 2023: $6,528,683Liabilities 2023: $2,100,000Net Assets 2023: $4,428,6832023Assets 2024: $7,185,978Liabilities 2024: $1,800,000Net Assets 2024: $5,385,9782024

Highlighted filing

2024

Assets$7,185,978
Liabilities$1,800,000
Net Assets$5,385,978
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1,971Expenses 2013: $0Net Income 2013: $1,9712013Revenue 2014: $58,426Expenses 2014: $6,789Net Income 2014: $51,6372014Revenue 2015: $32,158Expenses 2015: $10,029Net Income 2015: $22,1292015Revenue 2016: $292,617Expenses 2016: $21,983Net Income 2016: $270,6342016Revenue 2017: $44,597Expenses 2017: $29,835Net Income 2017: $14,7622017Revenue 2018: $93,466Expenses 2018: $9,827Net Income 2018: $83,6392018Revenue 2019: $188,294Expenses 2019: $78,836Net Income 2019: $109,4582019Revenue 2020: $2,517,184Expenses 2020: $133,769Net Income 2020: $2,383,4152020Revenue 2021: $599,035Expenses 2021: $114,869Net Income 2021: $484,1662021Revenue 2022: $351,737Expenses 2022: $200,724Net Income 2022: $151,0132022Revenue 2023: $480,498Expenses 2023: $581,991Net Income 2023: -$101,4932023Revenue 2024: $524,097Expenses 2024: $270,971Net Income 2024: $253,1262024

Highlighted filing

2024

Revenue$524,097
Expenses$270,971
Net Income$253,126
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,185,978
Liabilities
$1,800,000
Net assets
$5,385,978
Revenue
$524,097
Expenses
$270,971
Net income
$253,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.19$1.80$5.39$0.52$0.27$0.25
2023Detailed filing. Detailed filing data is available for this year.$6.53$2.10$4.43$0.48$0.58$0.10
2022Detailed filing. Detailed filing data is available for this year.$6.24$2.40$3.84$0.35$0.20$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.49$2.70$4.79$0.60$0.11$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.73$0.04$3.70$2.52$0.13$2.38
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.19$0.08$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.01$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.29$0.02$0.27
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.06$0.01$0.05
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.0
Gross Receipts
$1,392,433
Mission and Program Overview

Mission

To support the mission of the washington county historical society inc.

To support the mission of the washington county historical society, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,404,079$7,106,790▲ $702,711
Savings and Temporary Cash Investments$68,287$79,188▲ $10,901
Pledges and Grants Receivable$56,317--
Total Assets$6,528,683$7,185,978▲ $657,295
Liabilities
Deferred Revenue$2,100,000$1,800,000▼ $300,000
Total Liabilities$2,100,000$1,800,000▼ $300,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,508,683$3,429,082▲ $920,399
Net Assets With Donor Restrictions$1,920,000$1,956,896▲ $36,896
Total Net Assets Fund Balance$4,428,683$5,385,978▲ $957,295
Total Liabilities and Net Assets / Fund Balance$6,528,683$7,185,978▲ $657,295

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,428,683$306,783▲ $923,483$270,971$5,387,978
2023$3,840,646$327,700▲ $842,328$581,991$4,428,683
2022$4,785,317$315,651▼ $1,059,598$200,724$3,840,646
2021$3,696,494$412,563▲ $791,129$114,869$4,785,317
2020$1,215,640$2,471,070▲ $143,553$118,406$3,696,494
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Frank CarrPresident
Atty Isaiah RichieDirector
Joel HerrigesDirector
Ken MillerEmeritus Director
Marcia TheuschEmeritus Director
Marilyn MertenEmeritus Director
Lisa HammerSecretary
Derrick HubbardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$303,783
Program Service Revenue
$0
Investment Income
$219,314
Other Revenue
$1,000
All Other Contributions
$303,783
Change in Net Assets
$253,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$270,971
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$6,320-$6,320
Insurance-$1,313-$1,313
Other Expenses$155$79-$79
Total Functional Expenses$263,259$7,712$0$270,971
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 11B

“The form 990 will be reviewed prior to issuance by management and the treasurer.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy will be reviewed annually by the board.”

Form 990, Page 6, Part VI, Line 19

“Form 990, governing documents, policies, and financial statements are available upon request from the business office within 24 hours.”

Filing and Contact Details

Filer

Filer Name
Washington County Historical
EIN
39-1978351
Phone
2623354678
Address
320 SOUTH 5TH AVENUE, WEST BEND, WI 53095-3333

Signing Officer

Name
Derrick Hubbard
Title
Treasurer
Phone
2623354678
Signed
2025-07-22

Organization Details

Principal Officer
Derrick Hubbard
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The board designated or quasi-endowment has an intended use of supporting the washington county historical society, inc's programs.”

Schedule D, Page 3, Part X

“The foundation's current accouting policy is to disclose liabilities for uncertain tax positions when a liability is probable and estimatable. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor is it aware of any exposure to unrelated business income tax. The foundation files tax returns in the u.s. Federal jurisdiction and the state of wisconsin. The foundation does not have any tax returns currently under examination by a federal or state jurisdiction.”

Raw XML Appendix360 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD DESIGNATED OR QUASI-ENDOWMENT HAS AN INTENDED USE OF SUPPORTING THE WASHINGTON COUNTY HISTORICAL SOCIETY, INC'S PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S CURRENT ACCOUTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMATABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE FOUNDATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED PRIOR TO ISSUANCE BY MANAGEMENT AND THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE BUSINESS OFFICE WITHIN 24 HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DERRICK HUBBARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623354678
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON COUNTY HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WASH
ReturnHeader/Filer/EIN0391978351
ReturnHeader/Filer/PhoneNum02623354678
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 SOUTH 5TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0WEST BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530953333
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464382120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANKINS JABLONSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06220A S 108TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALES CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531302527
ReturnHeader/PreparerPersonGrp/PhoneNum04148582282
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J JABLONSKI CPA
ReturnHeader/ReturnTs02025-09-22T13:44:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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