Civic Intelligence

Washington County Historical Society Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1978351

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

Organization ProfileN/A
320 S 5th AveWest Bend, WI 53095

(262) 335-4678

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$866,265

Up $14,762 (+1.7%) from 2016

Net Assets

Up

$866,265

Up $14,762 (+1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin85th percentile

Revenue

Down

$44,597

Down $248,020 (-85%) from 2016

Expenses

Up

$29,835

Up $7,852 (+36%) from 2016

Net Income

Down

$14,762

Down $255,872 (-95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$866,265
Liabilities$0
Net Assets$866,265
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$44,597
Expenses$29,835
Net Income$14,762
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.3
Gross Receipts
$198,085
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$748,629$776,442▲ $27,813
Savings and Temporary Cash Investments$102,874$89,823▼ $13,051
Total Assets$851,503$866,265▲ $14,762
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$851,503$866,265▲ $14,762
Total Net Assets Fund Balance$851,503$866,265▲ $14,762
Total Liabilities and Net Assets / Fund Balance$851,503$866,265▲ $14,762
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert EngelPresident
Kenneth MillerDirector
Marilyn MertenDirector
Frank CarrSecretary
Susan Crysdale KistTreasurer
Marcia TheuschVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$44,597
Other Revenue
$0
Change in Net Assets
$14,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,299
Other Expenses$9,536
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,299--$20,299
Other Expenses-$9,536-$9,536
Total Functional Expenses$20,299$9,536$0$29,835
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington County Historical SocietWest Bend, WI501c3Donation$20,299
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 S 5TH AVE, WEST BEND, WI 53095

Signing Officer

Name
Susan Crysdale Kist
Title
Treasurer
Phone
2623354678
Signed
2018-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Lutz
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
5

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
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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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ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$866,265
Liabilities
$0
Net assets
$866,265
Revenue
$44,597
Expenses
$29,835
Net income
$14,762
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