Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2018 • EIN 39-6094332

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 30, 2019

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.01x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-6.3%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$54,650

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,409,863

Down $9,284 (-0.7%) from 2017

Net Assets

Down

$1,407,008

Down $6,356 (-0.4%) from 2017

Liabilities

Down

$2,855

Down $2,928 (-51%) from 2017

Revenue

Up

$323,895

Up $34,487 (+12%) from 2017

Expenses

Up

$344,435

Up $60,410 (+21%) from 2017

Net Income

Down

-$20,540

Down $25,923 (-482%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,409,863
Liabilities$2,855
Net Assets$1,407,008

Operations Trend

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

2018

Revenue$323,895
Expenses$344,435
Net Income-$20,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 30, 2019
Return Version
2018v3.1
Gross Receipts
$325,092
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$248,753$233,030▼ $15,723
Savings and Temporary Cash Investments$112,244$105,025▼ $7,219
Cash and Non-Interest-Bearing Accounts$49,532$87,651▲ $38,119
Investments in Publicly Traded Securities$46,885--
Accounts Receivable$5,408$4,052▼ $1,356
Prepaid Expenses and Deferred Charges-$1,784-
Total Assets$1,419,147$1,409,863▼ $9,284
Other Assets Total$956,325$978,321▲ $21,996
Liabilities
Accounts Payable and Accrued Expenses$2,980$2,855▼ $125
Other Liabilities$2,803--
Total Liabilities$5,783$2,855▼ $2,928
Net Assets / Fund Balance
Temporarily Rstr Net Assets$980,432$1,002,436▲ $22,004
Unrestricted Net Assets$432,932$404,572▼ $28,360
Total Net Assets Fund Balance$1,413,364$1,407,008▼ $6,356
Total Liabilities and Net Assets / Fund Balance$1,419,147$1,409,863▼ $9,284

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$152,246$84,547$236,793
Equipment$13,784$77,652$91,436
Land$67,000-$67,000
Other Assets Org$978,321--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Patricia LutzExecutive DiFT$54,650$54,650

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$274,973
Program Service Revenue
$35,450
Investment Income
$1,218
Other Revenue
$12,254
All Other Contributions
$140,624
Change in Net Assets
$-20,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$323,895
Revenue Not Reported on Form 990
$280,584
Total Revenue per Audited Statements
$604,479
Total Revenue per Form 990
$323,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$193,030
Other Expenses$107,549
Grants and Similar Amounts Paid$43,856
Total Fundraising Expense$33,258
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$71,096$18,417$15,193$104,706
Current Officers, Directors, Trustees, and Key Employees$37,108$9,612$7,930$54,650
Grants to Domestic Orgs$43,856--$43,856
Depreciation Depletion$21,673--$21,673
Other Employee Benefits$14,261$3,694$3,048$21,003
Payroll Taxes$8,604$2,229$1,838$12,671
Insurance$11,255--$11,255
All Other Expenses$5,744$622$2,492$8,858
Fees for Services Accounting-$7,351-$7,351
Office Expenses$4,558$1,181$974$6,713
Other Expenses$4,431$1,148$947$6,526
Advertising$3,911$1,013$836$5,760
Occupancy$5,623--$5,623
Total Functional Expenses$250,231$60,946$33,258$344,435

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$610,835
Expenses per Audited Statements$344,435
Total Expenses per Form 990$344,435
Expenses Not Reported on Form 990$266,400
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wchs Foundation IncWest Bend, WI501cGeneral Use$43,856
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,277
Fundraising Direct Expenses$10
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
Patricia Lutz
Title
Executive Director
Phone
2623354678
Signed
2019-04-30
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 21,996 total 21,996

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 21,996

Raw XML AppendixShowing 400 of 567 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/BOYAmt02980
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02855
IRS990/AccountsReceivableGrp/BOYAmt05408
IRS990/AccountsReceivableGrp/EOYAmt04052
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/FundraisingAmt0836
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01013
IRS990/AdvertisingGrp/ProgramServicesAmt03911
IRS990/AdvertisingGrp/TotalAmt05760
IRS990/AllOtherContributionsAmt0140624
IRS990/AllOtherExpensesGrp/FundraisingAmt02492
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0622
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05744
IRS990/AllOtherExpensesGrp/TotalAmt08858
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/BOYAmt049532
IRS990/CashNonInterestBearingGrp/EOYAmt087651
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt07930
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09612
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037108
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt054650
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt01187
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0274973
IRS990/CYGrantsAndSimilarPaidAmt043856
IRS990/CYInvestmentIncomeAmt01218
IRS990/CYOtherExpensesAmt0107549
IRS990/CYOtherRevenueAmt012254
IRS990/CYProgramServiceRevenueAmt035450
IRS990/CYRevenuesLessExpensesAmt0-20540
IRS990/CYSalariesCompEmpBnftPaidAmt0193030
IRS990/CYTotalExpensesAmt0344435
IRS990/CYTotalFundraisingExpenseAmt033258
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0323895
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt021673
IRS990/DepreciationDepletionGrp/TotalAmt021673
IRS990/Desc08,600 PEOPLE VIEWED/VISITED THE HISTORICAL MUSEUM AND AN ADDITIONAL 1,600 PEOPLE PARTICIPATED IN OFF-SITE VISITS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0250231
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07351
IRS990/FeesForServicesAccountingGrp/TotalAmt07351
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
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/IndividualTrusteeOrDirectorInd13X
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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0CHRISTOPHER BOSSERT
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN SPARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2MIKE CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MARCIA THEUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK CARR
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN SELLE
IRS990/Form990PartVIISectionAGrp/PersonNm7KEN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm8JASON SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9JUDGE RICHARD BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES REIGLE
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT HARTWIG
IRS990/Form990PartVIISectionAGrp/PersonNm12DEB BARTNIKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm13DENNIS DEGENHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm14PATRICIA LUTZ
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1454650
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/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt010
IRS990/FundraisingGrossIncomeAmt010277
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0134349
IRS990/GrantAmt043856
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt043856
IRS990/GrantsToDomesticOrgsGrp/TotalAmt043856
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0325092
IRS990/GrossSalesOfInventoryAmt03174
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011255
IRS990/InsuranceGrp/TotalAmt011255
IRS990/InvestmentIncomeGrp/ExclusionAmt01218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01218
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046885
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0162199
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0248753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0233030
IRS990/LandBldgEquipCostOrOtherBssAmt0395229
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/NetAssetsOrFundBalancesBOYAmt01413364
IRS990/NetAssetsOrFundBalancesEOYAmt01407008
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010267
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010267
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01987
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01987
IRS990/NetUnrlzdGainsLossesInvstAmt0-7812
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt05623
IRS990/OccupancyGrp/TotalAmt05623
IRS990/OfficeExpensesGrp/FundraisingAmt0974
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01181
IRS990/OfficeExpensesGrp/ProgramServicesAmt04558
IRS990/OfficeExpensesGrp/TotalAmt06713
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0956325
IRS990/OtherAssetsTotalGrp/EOYAmt0978321
IRS990/OtherChangesInNetAssetsAmt021996
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03048
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03694
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014261
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021003
IRS990/OtherExpensesGrp/Desc0STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc1PUBLICATIONS & PROGRAMS
IRS990/OtherExpensesGrp/Desc2COLLECTIONS & EXHIBITS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt0947
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015679
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11148
IRS990/OtherExpensesGrp/ProgramServicesAmt09576
IRS990/OtherExpensesGrp/ProgramServicesAmt18535
IRS990/OtherExpensesGrp/ProgramServicesAmt24431
IRS990/OtherExpensesGrp/TotalAmt015679
IRS990/OtherExpensesGrp/TotalAmt19576
IRS990/OtherExpensesGrp/TotalAmt28535
IRS990/OtherExpensesGrp/TotalAmt36526
IRS990/OtherLiabilitiesGrp/BOYAmt02803
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015193
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018417
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt071096
IRS990/OtherSalariesAndWagesGrp/TotalAmt0104706
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01838
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02229
IRS990/PayrollTaxesGrp/ProgramServicesAmt08604
IRS990/PayrollTaxesGrp/TotalAmt012671
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01784
IRS990/PrincipalOfficerNm0PATRICIA LUTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT
IRS990/ProgramServiceRevenueGrp/Desc1RESEARCH, WORKSHOPS, & EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115720
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0258524
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0980
IRS990/PYOtherExpensesAmt085228
IRS990/PYOtherRevenueAmt08283
IRS990/PYProgramServiceRevenueAmt021621
IRS990/PYRevenuesLessExpensesAmt05383
IRS990/PYSalariesCompEmpBnftPaidAmt0198797
IRS990/PYTotalExpensesAmt0284025
IRS990/PYTotalRevenueAmt0289408
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-20540
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt035450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0105025
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 26
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0274973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0258524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0248611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0240437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0233967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01256512
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0846
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0150963
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt07604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt03555
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt012791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt09587
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt043814
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04923
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/OtherIncome509Grp/TotalAmt026
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt01451289
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0323874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0289944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0283449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0282813
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0271209
IRS990ScheduleA/Total509Grp/TotalAmt01451289
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0325092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0290924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0284253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0283914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0272055
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01456238
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0152246
IRS990ScheduleD/BuildingsGrp/DepreciationAmt084547
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0236793
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0266400
IRS990ScheduleD/DonatedServicesUseFcltsAmt0266400
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt013784
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077652
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091436
IRS990ScheduleD/ExpensesNotReportedAmt0266400
IRS990ScheduleD/ExpensesSubtotalAmt0344435
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt067000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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
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