Civic Intelligence

Washington County Historical Society Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1978351

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

73rd percentile

0.36x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

4.51x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

95th percentile

100%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-76%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$7,485,317

Up $3,751,423 (+100%) from 2020

Net Assets

Up

$4,785,317

Up $1,088,823 (+29%) from 2020

Liabilities

Up

$2,700,000

Up $2,662,600 (+7119%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin96th percentile

Revenue

Down

$599,035

Down $1,918,149 (-76%) from 2020

Expenses

Down

$114,869

Down $18,900 (-14%) from 2020

Net Income

Down

$484,166

Down $1,899,249 (-80%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2021

Assets$7,485,317
Liabilities$2,700,000
Net Assets$4,785,317
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$599,035
Expenses$114,869
Net Income$484,166
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$1,731,461
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$1,276,739$6,502,593▲ $5,225,854
Savings and Temporary Cash Investments$1,891,193$598,604▼ $1,292,589
Pledges and Grants Receivable$565,962$384,120▼ $181,842
Total Assets$3,733,894$7,485,317▲ $3,751,423
Liabilities
Deferred Revenue-$2,700,000-
Accounts Payable and Accrued Expenses$37,400--
Total Liabilities$37,400$2,700,000▲ $2,662,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,426,494$3,215,317▲ $788,823
Net Assets With Donor Restrictions$1,270,000$1,570,000▲ $300,000
Total Net Assets Fund Balance$3,696,494$4,785,317▲ $1,088,823
Total Liabilities and Net Assets / Fund Balance$3,733,894$7,485,317▲ $3,751,423

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$978,321$137,784▲ $168,634$69,099$1,215,640
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Marcia TheuschPresident
Ken MillerDirector
Marilyn MertenDirector
Robert EngelDirector
Lori DitterSecretary
Derrick HubbardTreasurer
Frank CarrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$408,494
Program Service Revenue
$0
Investment Income
$186,472
Other Revenue
$4,069
All Other Contributions
$408,494
Change in Net Assets
$484,166

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$29,434Nyse
Total Noncash Contributions1$29,434-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,869
Total Fundraising Expense$2,737
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$45,360--$45,360
Fees for Services Other-$5,230$2,500$7,730
Fees for Services Accounting-$7,170-$7,170
Fees for Services Legal-$3,375-$3,375
Advertising--$237$237
Other Expenses$106$54-$54
Total Functional Expenses$46,340$65,792$2,737$114,869
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
Backup withholding compliance
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 S 5TH AVE, WEST BEND, WI 53095

Signing Officer

Name
Derrick Hubbard
Title
Treasurer
Phone
2623354678
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Derrick Hubbard
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
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 accounting policy is to disclose liabilities for uncertain tax positions when a liability is probable and estimable. 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.”

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IRS990ScheduleD/FootnoteTextInd0X
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 ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. 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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IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
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IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
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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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HISTORY
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt045360
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFER
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalProgramServiceExpensesAmt046340
IRS990/TotalRevenueGrp/ExclusionAmt0190541
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0599035
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03733894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07485317
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0320 S 5TH AVE
IRS990/USAddress/CityNm0WEST BEND
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053095
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DERRICK HUBBARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02623354678
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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 S 5TH AVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390843014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIECKHAFER DIETZLER HAUSER HANSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 637

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,485,317
Liabilities
$2,700,000
Net assets
$4,785,317
Revenue
$599,035
Expenses
$114,869
Net income
$484,166
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $5M-$10M nonprofits