Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2016 • EIN 39-6094332

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileWWW.HISTORYISFUN.COM
320 South 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

19th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-106%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,337,840

Up $22,316 (+1.7%) from 2015

Net Assets

Up

$1,334,005

Up $22,386 (+1.7%) from 2015

Liabilities

Down

$3,835

Down $70 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin3rd percentile

Revenue

Up

$283,368

Up $596,274 (+191%) from 2015

Expenses

Up

$583,666

Up $260,660 (+81%) from 2015

Net Income

Up

-$300,298

Up $335,614 (+53%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,944,282Liabilities 2011: $4,060Net Assets 2011: $1,940,2222011Assets 2012: $1,992,343Liabilities 2012: $15,263Net Assets 2012: $1,977,0802012Assets 2013: $1,988,663Liabilities 2013: $3,957Net Assets 2013: $1,984,7062013Assets 2014: $1,988,231Liabilities 2014: $29,005Net Assets 2014: $1,959,2262014Assets 2015: $1,315,524Liabilities 2015: $3,905Net Assets 2015: $1,311,6192015Assets 2016: $1,337,840Liabilities 2016: $3,835Net Assets 2016: $1,334,0052016Assets 2017: $1,419,147Liabilities 2017: $5,783Net Assets 2017: $1,413,3642017Assets 2018: $1,409,863Liabilities 2018: $2,855Net Assets 2018: $1,407,0082018Assets 2019: $1,612,685Liabilities 2019: $6,981Net Assets 2019: $1,605,7042019Assets 2020: $4,394,061Liabilities 2020: $11,072Net Assets 2020: $4,382,9892020Assets 2021: $5,476,009Liabilities 2021: $4,359Net Assets 2021: $5,471,6502021Assets 2022: $4,694,431Liabilities 2022: $3,472Net Assets 2022: $4,690,9592022Assets 2023: $6,862,143Liabilities 2023: $26,894Net Assets 2023: $6,835,2492023Assets 2024: $2,322,868Liabilities 2024: $21,488Net Assets 2024: $2,301,3802024

Highlighted filing

2016

Assets$1,337,840
Liabilities$3,835
Net Assets$1,334,005
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $361,246Expenses 2011: $330,589Net Income 2011: $30,6572011Revenue 2012: $340,917Expenses 2012: $319,398Net Income 2012: $21,5192012Revenue 2013: $291,376Expenses 2013: $365,568Net Income 2013: -$74,1922013Revenue 2014: $269,709Expenses 2014: $334,704Net Income 2014: -$64,9952014Revenue 2015: -$312,906Expenses 2015: $323,006Net Income 2015: -$635,9122015Revenue 2016: $283,368Expenses 2016: $583,666Net Income 2016: -$300,2982016Revenue 2017: $289,408Expenses 2017: $284,025Net Income 2017: $5,3832017Revenue 2018: $323,895Expenses 2018: $344,435Net Income 2018: -$20,5402018Revenue 2019: $280,372Expenses 2019: $318,335Net Income 2019: -$37,9632019Revenue 2020: $637,578Expenses 2020: $341,147Net Income 2020: $296,4312020Revenue 2021: $313,900Expenses 2021: $314,062Net Income 2021: -$1622021Revenue 2022: $433,911Expenses 2022: $269,931Net Income 2022: $163,9802022Revenue 2023: $2,059,132Expenses 2023: $505,879Net Income 2023: $1,553,2532023Revenue 2024: $508,700Expenses 2024: $610,886Net Income 2024: -$102,1862024

Highlighted filing

2016

Revenue$283,368
Expenses$583,666
Net Income-$300,298
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$284,453
Mission and Program Overview

Mission

The washington county historical society mission is: preserving, collecting, interpreting, our history to encourage community interest in the education and research of washington county, ensuring that audiences of all ages continue to share and appreciate their rich heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$282,030$264,304▼ $17,726
Savings and Temporary Cash Investments$388,142$108,635▼ $279,507
Investments in Publicly Traded Securities$26,043$34,411▲ $8,368
Cash and Non-Interest-Bearing Accounts$36,451$30,017▼ $6,434
Accounts Receivable$2,350$5,650▲ $3,300
Total Assets$1,315,524$1,337,840▲ $22,316
Other Assets Total$580,508$894,823▲ $314,315
Liabilities
Accounts Payable and Accrued Expenses$3,405$3,835▲ $430
Deferred Revenue$500--
Total Liabilities$3,905$3,835▼ $70
Net Assets / Fund Balance
Unrestricted Net Assets$1,283,719$1,308,902▲ $25,183
Temporarily Rstr Net Assets$27,900$25,103▼ $2,797
Total Net Assets Fund Balance$1,311,619$1,334,005▲ $22,386
Total Liabilities and Net Assets / Fund Balance$1,315,524$1,337,840▲ $22,316

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$156,426$71,344$227,770
Equipment$40,878$45,259$86,137
Land$67,000-$67,000
Other Assets Org$894,823--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John SpartzPresident
Bob EngelDirector
Frank CarrDirector
Fred SeefeldtDirector
Ken MillerDirector
Marcia TheuschDirector
Marilyn MertenDirector
Mike ChristianDirector
Ralph HenselDirector
Susan SelleDirector
Patricia GeidelSecretary
Susan Crysdale KistTreasurer
Kirk TyvelaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$248,611
Program Service Revenue
$29,052
Investment Income
$804
Other Revenue
$4,901
All Other Contributions
$107,111
Change in Net Assets
$-300,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$283,368
Revenue Not Reported on Form 990
$322,684
Total Revenue per Audited Statements
$606,052
Total Revenue per Form 990
$283,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,000
Salaries, Compensation, and Employee Benefits$219,250
Other Expenses$89,416
Total Fundraising Expense$32,846
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$275,000--$275,000
Other Salaries and Wages$126,026$27,424$22,540$175,990
Other Employee Benefits$21,268$4,681$3,848$29,797
Depreciation Depletion$22,973--$22,973
Payroll Taxes$9,641$2,098$1,724$13,463
Fees for Services Accounting-$9,521-$9,521
Insurance$8,599--$8,599
All Other Expenses$3,815$400$2,393$6,608
Advertising$4,195$920$756$5,871
Other Expenses$2,885$1,536$1,263$2,885
Office Expenses$1,787$392$322$2,501
Occupancy$1,606--$1,606
Total Functional Expenses$503,848$46,972$32,846$583,666

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$583,666
Total Expenses per Audited Statements$583,666
Total Expenses per Form 990$583,666
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wchs Foundation IncWest Bend, WI501cGeneral Use$275,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,555
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 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 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 members of the board.”

Form 990, Page 6, Part VI, Line 15A

“The personnel committee of the board reviews the performance of the executive director each year. Her compensation is compared to data received.”

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
39-6094332
Phone
2623354678
Address
320 SOUTH 5TH AVE, WEST BEND, WI 53095

Signing Officer

Name
Susan Crysdale Kist
Title
Treasurer
Phone
2623354678
Signed
2017-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Lutz
Formed
1984
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
70

Preparer

Firm
Kieckhafer Dietzler Hauser Hanson Llp
Address
PO BOX 637, WEST BEND, WI 53095-0637
Preparer
James Saueressig
Phone
2623342341
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The washington county historical society mission is: preserving, collecting, interpreting, our history to encourage community interest in the education and research of washington county, ensuring that audiences of all ages continue to share and appreciate their rich heritage.”

Form 990, Part XI, Line 9

“Change in interest in net assets 0 of wchs foundation inc 314,316 total 314,316”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization'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 organization files tax returns in the u.s. Federal jurisdiction and the state of wisconsin. The organization's federal income and state tax returns prior to fiscal year 2011 are closed. The organization does not have any tax returns currently under examination by a federal or state jurisdiction.”

Schedule D, Page 4, Part XI, Line 2D

“Change in interest in net assets 0 of wchs foundation inc 314,316”

Raw XML AppendixShowing 400 of 548 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03405
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03835
IRS990/AccountsReceivableGrp/BOYAmt02350
IRS990/AccountsReceivableGrp/EOYAmt05650
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE WASHINGTON COUNTY HISTORICAL SOCIETY MISSION IS: PRESERVING, COLLECTING, INTERPRETING, OUR HISTORY TO ENCOURAGE COMMUNITY INTEREST IN THE EDUCATION AND RESEARCH OF WASHINGTON COUNTY, ENSURING THAT AUDIENCES OF ALL AGES CONTINUE TO SHARE AND APPRECIATE THEIR RICH HERITAGE.
IRS990/AdvertisingGrp/FundraisingAmt0756
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0920
IRS990/AdvertisingGrp/ProgramServicesAmt04195
IRS990/AdvertisingGrp/TotalAmt05871
IRS990/AllOtherContributionsAmt0107111
IRS990/AllOtherExpensesGrp/FundraisingAmt02393
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0400
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03815
IRS990/AllOtherExpensesGrp/TotalAmt06608
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0PATRICIA LUTZ
IRS990/BooksInCareOfDetail/PhoneNum02623354678
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 SOUTH 5TH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt036451
IRS990/CashNonInterestBearingGrp/EOYAmt030017
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt01085
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0248611
IRS990/CYGrantsAndSimilarPaidAmt0275000
IRS990/CYInvestmentIncomeAmt0804
IRS990/CYOtherExpensesAmt089416
IRS990/CYOtherRevenueAmt04901
IRS990/CYProgramServiceRevenueAmt029052
IRS990/CYRevenuesLessExpensesAmt0-300298
IRS990/CYSalariesCompEmpBnftPaidAmt0219250
IRS990/CYTotalExpensesAmt0583666
IRS990/CYTotalFundraisingExpenseAmt032846
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0283368
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0500
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022973
IRS990/DepreciationDepletionGrp/TotalAmt022973
IRS990/Desc07000 PEOPLE VIEWED/VISITED THE HISTORICAL MUSEUM AND AN ADDITIONAL 2,500 PEOPLE PARTICIPATED IN OFF-SITE VISITS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0503848
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09521
IRS990/FeesForServicesAccountingGrp/TotalAmt09521
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0SUSAN CRYSDALE KIST
IRS990/Form990PartVIISectionAGrp/PersonNm1MARILYN MERTEN
IRS990/Form990PartVIISectionAGrp/PersonNm2KIRK TYVELA
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN SPARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4RALPH HENSEL
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARCIA THEUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICIA GEIDEL
IRS990/Form990PartVIISectionAGrp/PersonNm8FRED SEEFELDT
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANK CARR
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN SELLE
IRS990/Form990PartVIISectionAGrp/PersonNm12KEN MILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt03555
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0141500
IRS990/GrantAmt0275000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0275000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0275000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0284453
IRS990/GrossSalesOfInventoryAmt02231
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08599
IRS990/InsuranceGrp/TotalAmt08599
IRS990/InvestmentIncomeGrp/ExclusionAmt0804
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0804
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034411
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0116603
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0282030
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0264304
IRS990/LandBldgEquipCostOrOtherBssAmt0380907
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WASHINGTON COUNTY HISTORICAL SOCIETY MISSION IS: PRESERVING, COLLECTING, INTERPRETING, OUR HISTORY TO ENCOURAGE COMMUNITY INTEREST IN THE EDUCATION AND RESEARCH OF WASHINGTON COUNTY, ENSURING THAT AUDIENCES OF ALL AGES CONTINUE TO SHARE AND APPRECIATE THEIR RICH HERITAGE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01311619
IRS990/NetAssetsOrFundBalancesEOYAmt01334005
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03555
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03555
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01146
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01146
IRS990/NetUnrlzdGainsLossesInvstAmt08368
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt01606
IRS990/OccupancyGrp/TotalAmt01606
IRS990/OfficeExpensesGrp/FundraisingAmt0322
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0392
IRS990/OfficeExpensesGrp/ProgramServicesAmt01787
IRS990/OfficeExpensesGrp/TotalAmt02501
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0580508
IRS990/OtherAssetsTotalGrp/EOYAmt0894823
IRS990/OtherChangesInNetAssetsAmt0314316
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03848
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04681
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021268
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029797
IRS990/OtherExpensesGrp/Desc0COLLECTIONS & EXHIBITS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS & PROGRAMS
IRS990/OtherExpensesGrp/Desc3RESEARCH CENTER
IRS990/OtherExpensesGrp/FundraisingAmt01263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01536
IRS990/OtherExpensesGrp/ProgramServicesAmt010217
IRS990/OtherExpensesGrp/ProgramServicesAmt17005
IRS990/OtherExpensesGrp/ProgramServicesAmt28831
IRS990/OtherExpensesGrp/ProgramServicesAmt32885
IRS990/OtherExpensesGrp/TotalAmt010217
IRS990/OtherExpensesGrp/TotalAmt19804
IRS990/OtherExpensesGrp/TotalAmt28831
IRS990/OtherExpensesGrp/TotalAmt32885
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200
IRS990/OtherRevenueTotalAmt0200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022540
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027424
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0126026
IRS990/OtherSalariesAndWagesGrp/TotalAmt0175990
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01724
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02098
IRS990/PayrollTaxesGrp/ProgramServicesAmt09641
IRS990/PayrollTaxesGrp/TotalAmt013463
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PATRICIA LUTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOPS & EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2RESEARCH CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18814
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24077
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240437
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-589408
IRS990/PYOtherExpensesAmt0112877
IRS990/PYOtherRevenueAmt010765
IRS990/PYProgramServiceRevenueAmt025300
IRS990/PYRevenuesLessExpensesAmt0-635912
IRS990/PYSalariesCompEmpBnftPaidAmt0210129
IRS990/PYTotalExpensesAmt0323006
IRS990/PYTotalRevenueAmt0-312906
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-300298
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0388142
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108635
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 139
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0248611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0240437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0233967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0252306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0289366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01264687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0846
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0740
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0778
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt031283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt029585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt027655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033142
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0166302
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03555
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09587
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt07319
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013464
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt046716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0740
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0778
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04243
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0113
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0139
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99700
IRS990ScheduleA/PublicSupportPY509Pct00.99030
IRS990ScheduleA/PublicSupportTotal509Amt01477705
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0283449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0282813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0271209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0292767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0347467
IRS990ScheduleA/Total509Grp/TotalAmt01477705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0284253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0283914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0272055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0293507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0348358
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01482087
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/BuildingsGrp/BookValueAmt0156426
IRS990ScheduleD/BuildingsGrp/DepreciationAmt071344
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0227770
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt040878
IRS990ScheduleD/EquipmentGrp/DepreciationAmt045259
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086137
IRS990ScheduleD/ExpensesSubtotalAmt0583666
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt067000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08368
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0894823
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN NET ASSETS OF WCHS
IRS990ScheduleD/OtherRevenueAmt0314316
IRS990ScheduleD/RevenueNotReportedAmt0322684
IRS990ScheduleD/RevenueSubtotalAmt0283368
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'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 ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE ORGANIZATION'S FEDERAL INCOME AND STATE TAX RETURNS PRIOR TO FISCAL YEAR 2011 ARE CLOSED. THE ORGANIZATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN INTEREST IN NET ASSETS 0 OF WCHS FOUNDATION INC 314,316
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,337,840
Liabilities
$3,835
Net assets
$1,334,005
Revenue
$283,368
Expenses
$583,666
Net income
-$300,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.02$2.30$0.51$0.61$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$0.03$6.84$2.06$0.51$1.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.00$4.69$0.43$0.27$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.00$5.47$0.31$0.31$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.01$4.38$0.64$0.34$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.01$1.61$0.28$0.32$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.32$0.34$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.01$1.41$0.29$0.28$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.33$0.28$0.58$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.31$0.31$0.32$0.64
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.03$1.96$0.27$0.33$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.99$0.00$1.98$0.29$0.37$0.07
2012Summary only. Only limited summary data is available for this year.$1.99$0.02$1.98$0.34$0.32$0.02
2011Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.36$0.33$0.03