Civic Intelligence

Fond Du Lac County Historical Society Inc.

990 • Fiscal year 2019 • EIN 39-6075667

Apr 01, 2018 to Mar 31, 2019 • Filed on Oct 25, 2019

PO Box 1284Fond Du Lac, WI 54936-1284

(920) 922-6390

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$26,097

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

88%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1164%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,601,876

Up $750,624 (+88%) from 2018

Net Assets

Up

$1,601,460

Up $753,714 (+89%) from 2018

Liabilities

Down

$416

Down $3,090 (-88%) from 2018

Revenue

Up

$903,955

Up $832,440 (+1164%) from 2018

Expenses

Up

$149,608

Up $24,092 (+19%) from 2018

Net Income

Up

$754,347

Up $808,348 (+1497%) from 2018

Historical Trend

Balance Sheet Trend

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

$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

2019

Assets$1,601,876
Liabilities$416
Net Assets$1,601,460

Operations Trend

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

2019

Revenue$903,955
Expenses$149,608
Net Income$754,347
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Oct 25, 2019
Return Version
2018v3.1
Gross Receipts
$912,515
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$751,455$935,049▲ $183,594
Savings and Temporary Cash Investments$86,295$500,730▲ $414,435
Cash and Non-Interest-Bearing Accounts$13,502$166,097▲ $152,595
Total Assets$851,252$1,601,876▲ $750,624
Liabilities
Other Liabilities$2,675$400▼ $2,275
Accounts Payable and Accrued Expenses$831$16▼ $815
Total Liabilities$3,506$416▼ $3,090
Net Assets / Fund Balance
Unrestricted Net Assets$836,226$1,590,573▲ $754,347
Temporarily Rstr Net Assets$11,520$10,887▼ $633
Total Net Assets Fund Balance$847,746$1,601,460▲ $753,714
Total Liabilities and Net Assets / Fund Balance$851,252$1,601,876▲ $750,624

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$931,971$270,817$1,202,788
Equipment$3,078$12,254$15,332
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vanessa Vander WeeleOperations SFT$26,097$26,097

Board Members and Trustees

NameTitle
Mat MuellerPresident
Cheri LemiezDirector
Janice KloetzkeDirector
Marilyn AverbeckDirector
Rose RentmeesterDirector
Scott PowellDirector
Teresa KeenanDirector
Tom BrownDirector
Lisa PaulyCurator
Marianne GeigerSecretary
Don MillageTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$885,160
Program Service Revenue
$8,898
Investment Income
$634
Other Revenue
$9,263
All Other Contributions
$667,110
Change in Net Assets
$754,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,545
Salaries, Compensation, and Employee Benefits$53,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$25,314$2,813-$28,127
Other Salaries and Wages$21,726$2,414-$24,140
Current Officers, Directors, Trustees, and Key Employees$21,329$2,370-$23,699
Insurance$13,811$1,535-$15,346
Conferences and Meetings$10,900--$10,900
Office Expenses$7,771--$7,771
Payroll Taxes$4,179$1,045-$5,224
Advertising$4,299--$4,299
Fees for Services Accounting$1,010--$1,010
Fees for Services Other$466--$466
Other Expenses$435$906-$435
Total Functional Expenses$136,974$12,634$0$149,608
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,147
Fundraising Direct Expenses$5,101
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Event Deposits$400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, discounts on special events, subscription to newsletter, invitation to annual membership meeting and free use of library/archives.

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 treasurer before filing.

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

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 15A

Compensation is reviewed and approved by the personnel committee

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
9209226390
Address
PO BOX 1284, FOND DU LAC, WI 54936-1284

Signing Officer

Name
Don Millage
Title
Treasurer
Phone
9209226390
Signed
2019-10-25

Organization Details

Principal Officer
Don Millage
Formed
1949
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
113

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Greg Feucht CPA
Phone
9209238400
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05746
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13152
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13152
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt052790
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt074592
IRS990/PYOtherRevenueAmt07129
IRS990/PYProgramServiceRevenueAmt011596
IRS990/PYRevenuesLessExpensesAmt0-54001
IRS990/PYSalariesCompEmpBnftPaidAmt050924
IRS990/PYTotalExpensesAmt0125516
IRS990/PYTotalRevenueAmt071515
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0754347
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02775
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08898
IRS990/SavingsAndTempCashInvstGrp/BOYAmt086295
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0500730
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01,795
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0885160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052790
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt071838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01093054
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012269
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02242
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt020780
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt051702
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0150
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0655
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0781
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0209
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01795
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48880
IRS990ScheduleA/PublicSupportPY170Pct00.77030
IRS990ScheduleA/PublicSupportTotal170Amt0545306
IRS990ScheduleA/SubstantialContributorsTotAmt0547748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0885160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt052790
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050297
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt071838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032969
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01093054
IRS990ScheduleA/TotalSupportAmt01115629
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0935049
IRS990ScheduleD/BuildingsGrp/BookValueAmt0931971
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0270817
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01202788
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt03078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012254
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015332
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EVENT DEPOSITS
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0935049
IRS990ScheduleD/TotalLiabilityAmt0400
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PUBLIC MAY JOIN THE SOCIETY, WHICH ALLOWS THEM FREE ADMISSION TO THE VILLAGE, DISCOUNTS ON SPECIAL EVENTS, SUBSCRIPTION TO NEWSLETTER, INVITATION TO ANNUAL MEMBERSHIP MEETING AND FREE USE OF LIBRARY/ARCHIVES.
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 TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFTER 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/ExplanationTxt3COMPENSATION IS REVIEWED AND APPROVED BY THE PERSONNEL COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING 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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011520
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt010887
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0851252
IRS990/TotalAssetsEOYAmt01601876
IRS990/TotalAssetsGrp/BOYAmt0851252
IRS990/TotalAssetsGrp/EOYAmt01601876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0885160
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0136974
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149608
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03506
IRS990/TotalLiabilitiesEOYAmt0416
IRS990/TotalLiabilitiesGrp/BOYAmt03506
IRS990/TotalLiabilitiesGrp/EOYAmt0416
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0847746
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01601460
IRS990/TotalProgramServiceExpensesAmt0136974
IRS990/TotalProgramServiceRevenueAmt08898
IRS990/TotalReportableCompFromOrgAmt026097
IRS990/TotalRevenueGrp/ExclusionAmt09897
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08898
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0903955
IRS990/TotalVolunteersCnt0113
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0851252
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01601876
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0836226
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01590573
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1284
IRS990/USAddress/CityNm0FOND DU LAC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549361284
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.FDLHISTORY.COM

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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