Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2017 • EIN 39-6094332

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

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,419,147

Up $81,307 (+6.1%) from 2016

Net Assets

Up

$1,413,364

Up $79,359 (+5.9%) from 2016

Liabilities

Up

$5,783

Up $1,948 (+51%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin46th percentile

Revenue

Up

$289,408

Up $6,040 (+2.1%) from 2016

Expenses

Down

$284,025

Down $299,641 (-51%) from 2016

Net Income

Up

$5,383

Up $305,681 (+102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$1,419,147
Liabilities$5,783
Net Assets$1,413,364
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

2017

Revenue$289,408
Expenses$284,025
Net Income$5,383
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
$290,924
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$264,304$248,753▼ $15,551
Savings and Temporary Cash Investments$108,635$112,244▲ $3,609
Cash and Non-Interest-Bearing Accounts$30,017$49,532▲ $19,515
Investments in Publicly Traded Securities$34,411$46,885▲ $12,474
Accounts Receivable$5,650$5,408▼ $242
Total Assets$1,337,840$1,419,147▲ $81,307
Other Assets Total$894,823$956,325▲ $61,502
Liabilities
Accounts Payable and Accrued Expenses$3,835$2,980▼ $855
Other Liabilities-$2,803-
Total Liabilities$3,835$5,783▲ $1,948
Net Assets / Fund Balance
Unrestricted Net Assets$1,308,902$1,389,257▲ $80,355
Temporarily Rstr Net Assets$25,103$24,107▼ $996
Total Net Assets Fund Balance$1,334,005$1,413,364▲ $79,359
Total Liabilities and Net Assets / Fund Balance$1,337,840$1,419,147▲ $81,307

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$153,049$77,794$230,843
Equipment$28,704$62,732$91,436
Land$67,000-$67,000
Other Assets Org$956,325--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John SpartzPresident
James ReigleDirector
Jason ShermanDirector
Judge Richard BeckerDirector
Ken MillerDirector
Marcia TheuschDirector
Marilyn MertenDirector
Mike ChristianDirector
Robert EngelDirector
Rock BrandnerDirector
Susan SelleDirector
Patricia GeidelSecretary
Susan Crysdale KistTreasurer
Frank CarrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$258,524
Program Service Revenue
$21,621
Investment Income
$980
Other Revenue
$8,283
All Other Contributions
$124,175
Change in Net Assets
$5,383

Audited Revenue Reconciliation

Revenue per Audited Statements
$289,408
Revenue Not Reported on Form 990
$327,676
Total Revenue per Audited Statements
$617,084
Total Revenue per Form 990
$289,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$198,797
Other Expenses$85,228
Total Fundraising Expense$31,592
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,019$27,610$22,735$162,364
Other Employee Benefits$16,568$4,082$3,362$24,012
Depreciation Depletion$23,923--$23,923
Payroll Taxes$8,570$2,112$1,739$12,421
Insurance$11,111--$11,111
All Other Expenses$6,808$57$1,713$8,578
Fees for Services Accounting-$6,597-$6,597
Other Expenses$2,238$444$367$3,049
Office Expenses$1,873$461$380$2,714
Advertising$1,699$419$344$2,462
Occupancy$925--$925
Total Functional Expenses$198,709$53,724$31,592$284,025

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$537,725
Expenses per Audited Statements$284,025
Total Expenses per Form 990$284,025
Expenses Not Reported on Form 990$253,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,604
Fundraising Direct Expenses$727
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
Rental Deposits$2,803
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
Patricia Lutz
Title
Executive Director
Phone
2623354678
Signed
2018-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Lutz
Formed
1984
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
8
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 61,502 total 61,502”

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 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 61,502”

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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.
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 26
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,419,147
Liabilities
$5,783
Net assets
$1,413,364
Revenue
$289,408
Expenses
$284,025
Net income
$5,383
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
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$0.29$0.28$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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