Civic Intelligence

Fond Du Lac County Historical Society

EIN 39-6075667 • 501(c)3 • Fond Du Lac, WI

Profile

Connecting people to fond du lac county history by inspiring passion, preservation, exploration, and fun.

PO Box 1284Fond Du Lac, WI 54936-1284

www.fdlhistory.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.8%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,291,946

Down $32,614 (-1.4%) from 2023

Liabilities

Flat

$300

Flat from 2023

Net Assets

Down

$2,291,646

Down $32,614 (-1.4%) from 2023

Revenue

Up

$103,620

Up $789 (+0.8%) from 2023

Expenses

Down

$136,234

Down $39,146 (-22%) from 2023

Net Income

Up

-$32,614

Up $39,935 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,312,252Liabilities 2011: $157Net Assets 2011: $1,312,0952011Assets 2012: $1,257,188Liabilities 2012: $815Net Assets 2012: $1,256,3732012Assets 2013: $1,226,667Liabilities 2013: $23,467Net Assets 2013: $1,203,2002013Assets 2014: $1,013,621Liabilities 2014: $650Net Assets 2014: $1,012,9712014Assets 2015: $997,443Liabilities 2015: $5,577Net Assets 2015: $991,8662015Assets 2016: $984,361Liabilities 2016: $1,061Net Assets 2016: $983,3002016Assets 2017: $901,234Liabilities 2017: $2,608Net Assets 2017: $898,6262017Assets 2018: $851,252Liabilities 2018: $3,506Net Assets 2018: $847,7462018Assets 2019: $1,601,876Liabilities 2019: $416Net Assets 2019: $1,601,4602019Assets 2020: $2,611,349Liabilities 2020: $64,145Net Assets 2020: $2,547,2042020Assets 2021: $2,497,671Liabilities 2021: $3,738Net Assets 2021: $2,493,9332021Assets 2022: $2,397,946Liabilities 2022: $1,137Net Assets 2022: $2,396,8092022Assets 2023: $2,324,560Liabilities 2023: $300Net Assets 2023: $2,324,2602023Assets 2024: $2,291,946Liabilities 2024: $300Net Assets 2024: $2,291,6462024

Highlighted filing

2024

Assets$2,291,946
Liabilities$300
Net Assets$2,291,646

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $78,008Expenses 2011: $173,911Net Income 2011: -$95,9032011Revenue 2012: $122,717Expenses 2012: $178,439Net Income 2012: -$55,7222012Revenue 2013: $85,690Expenses 2013: $138,863Net Income 2013: -$53,1732013Revenue 2014: -$63,457Expenses 2014: $126,772Net Income 2014: -$190,2292014Revenue 2015: $88,219Expenses 2015: $109,324Net Income 2015: -$21,1052015Revenue 2016: $131,584Expenses 2016: $140,150Net Income 2016: -$8,5662016Revenue 2017: $80,972Expenses 2017: $165,646Net Income 2017: -$84,6742017Revenue 2018: $71,515Expenses 2018: $125,516Net Income 2018: -$54,0012018Revenue 2019: $903,955Expenses 2019: $149,608Net Income 2019: $754,3472019Revenue 2020: $122,156Expenses 2020: $169,798Net Income 2020: -$47,6422020Revenue 2021: $189,957Expenses 2021: $243,228Net Income 2021: -$53,2712021Revenue 2022: $147,727Expenses 2022: $244,851Net Income 2022: -$97,1242022Revenue 2023: $102,831Expenses 2023: $175,380Net Income 2023: -$72,5492023Revenue 2024: $103,620Expenses 2024: $136,234Net Income 2024: -$32,6142024

Highlighted filing

2024

Revenue$103,620
Expenses$136,234
Net Income-$32,614

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.10$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.15$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.49$0.19$0.24$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.06$2.55$0.12$0.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.90$0.15$0.75
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.08$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.13$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.13$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.02$1.20$0.09$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.12$0.18$0.06
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.08$0.17$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$107,171
Mission and Program Overview

Mission

The organizations mission is to preserve fond du lac county history for future generations and create memorable experiences through education, research, and preservation.

Connecting people to fond du lac county history by inspiring passion, preservation, exploration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,165,257$2,092,141▼ $73,116
Savings and Temporary Cash Investments$105,265$107,127▲ $1,862
Cash and Non-Interest-Bearing Accounts$54,038$92,678▲ $38,640
Total Assets$2,324,560$2,291,946▼ $32,614
Liabilities
Deferred Revenue$300$300→ $0
Total Liabilities$300$300→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,321,257$2,288,643▼ $32,614
Net Assets With Donor Restrictions$3,003$3,003→ $0
Total Net Assets Fund Balance$2,324,260$2,291,646▼ $32,614
Total Liabilities and Net Assets / Fund Balance$2,324,560$2,291,946▼ $32,614

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,687,427$557,638$2,245,065
Leasehold Improvements$374,551$37,946$412,497
Equipment$30,163$39,425$69,588
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa LefeberPresident
John BrusoeDirector
Sarah SmithDirector
Rose RentmeesterSecretary/tr
William WeinshrottVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$90,088
Program Service Revenue
$10,369
Investment Income
$1,862
Other Revenue
$1,301
All Other Contributions
$62,708
Change in Net Assets
$-32,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,865
Salaries, Compensation, and Employee Benefits$24,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$73,116--$73,116
Other Salaries and Wages$22,900--$22,900
Occupancy$10,270$2,567-$12,837
Insurance$8,784$2,196-$10,980
Office Expenses$1,704$1,703-$3,407
Fees for Services Accounting$1,425$1,425-$2,850
Payroll Taxes$1,469--$1,469
Other Expenses$6,586$243-$243
Advertising$199--$199
Total Functional Expenses$126,453$9,781$0$136,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,993
Fundraising Gross Income$2,660
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
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 6

The public may join the society, which allows them free admission to the village, except during special events, subscription to newsletter, and invitation to annual membership meeting.

Form 990, Page 6, Part VI, Line 11B

The organization has a finance committee which is responsible for reviewing the form 990 before it is filed. The 990 is also reviewed by the president before filing.

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

Officers and directors submitt a conflict of interest form. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he or she shall leave the board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon the request of the organization at the address on the first page of this tax return.

Filing and Contact Details

Filer

Filer Name
Fond Du Lac County Historical
EIN
39-6075667
Phone
9209221166
Address
PO BOX 1284, FOND DU LAC, WI 54936-1284

Signing Officer

Name
Lisa Lefeber
Title
President
Phone
9209226390
Signed
2025-11-12

Organization Details

Principal Officer
Lisa Lefeber
Formed
1949
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
85

Preparer

Firm
Huberty & Associates Sc
Address
825 S TAYLOR DR, SHEBOYGAN, WI 53081
Preparer
Courtney Hazen
Phone
9204522255
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

The organization's collections include 25 historical buildings and artifacts, which are on display for the public's viewing and education. Admissions, tours, on-ground events are all centered around the buildings and its contents and these allow fond du lac county historical society to achieve its mission of connecting people to fond du lac county history by inspiring passion, preservation, and exploration.

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07921
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016963
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085723
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79120
IRS990ScheduleA/PublicSupportPY170Pct00.69030
IRS990ScheduleA/PublicSupportTotal170Amt0464856
IRS990ScheduleA/SubstantialContributorsTotAmt0105722
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0125591
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0161359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0117797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0570578
IRS990ScheduleA/TotalSupportAmt0587541
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt01687427
IRS990ScheduleD/BuildingsGrp/BookValueAmt01687427
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0557638
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02245065
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt030163
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039425
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt069588
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0374551
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037946
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0412497
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S COLLECTIONS INCLUDE 25 HISTORICAL BUILDINGS AND ARTIFACTS, WHICH ARE ON DISPLAY FOR THE PUBLIC'S VIEWING AND EDUCATION. ADMISSIONS, TOURS, ON-GROUND EVENTS ARE ALL CENTERED AROUND THE BUILDINGS AND ITS CONTENTS AND THESE ALLOW FOND DU LAC COUNTY HISTORICAL SOCIETY TO ACHIEVE ITS MISSION OF CONNECTING PEOPLE TO FOND DU LAC COUNTY HISTORY BY INSPIRING PASSION, PRESERVATION, AND EXPLORATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02092141
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PUBLIC MAY JOIN THE SOCIETY, WHICH ALLOWS THEM FREE ADMISSION TO THE VILLAGE, EXCEPT DURING SPECIAL EVENTS, SUBSCRIPTION TO NEWSLETTER, AND INVITATION TO ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A FINANCE COMMITTEE WHICH IS RESPONSIBLE FOR REVIEWING THE FORM 990 BEFORE IT IS FILED. THE 990 IS ALSO REVIEWED BY THE PRESIDENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS SUBMITT A CONFLICT OF INTEREST FORM. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON THE REQUEST OF THE ORGANIZATION AT THE ADDRESS ON THE FIRST PAGE OF THIS TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02324560
IRS990/TotalAssetsEOYAmt02291946
IRS990/TotalAssetsGrp/BOYAmt02324560
IRS990/TotalAssetsGrp/EOYAmt02291946
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt090088
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09781
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126453
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136234
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300
IRS990/TotalLiabilitiesEOYAmt0300
IRS990/TotalLiabilitiesGrp/BOYAmt0300
IRS990/TotalLiabilitiesGrp/EOYAmt0300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02324260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02291646
IRS990/TotalProgramServiceExpensesAmt0126453
IRS990/TotalProgramServiceRevenueAmt010369
IRS990/TotalRevenueGrp/ExclusionAmt03163
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0103620
IRS990/TotalVolunteersCnt085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02324560
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02291946
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1284
IRS990/USAddress/CityNm0FOND DU LAC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549361284
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.FDLHISTORY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LEFEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09209226390
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOND DU LAC COUNTY HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FOND
ReturnHeader/Filer/EIN0396075667
ReturnHeader/Filer/PhoneNum09209221166
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1284
ReturnHeader/Filer/USAddress/CityNm0FOND DU LAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549361284
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 S TAYLOR DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEBOYGAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053081
ReturnHeader/PreparerPersonGrp/PhoneNum09204522255
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY HAZEN
ReturnHeader/ReturnTs02025-11-13T11:41:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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