Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2019 • EIN 39-6094332

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 24, 2020

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

23rd percentile

0.00x

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

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

Liabilities / Revenue

30th percentile

0.02x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

46th percentile

$52,527

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

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

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,612,685

Up $202,822 (+14%) from 2018

Net Assets

Up

$1,605,704

Up $198,696 (+14%) from 2018

Liabilities

Up

$6,981

Up $4,126 (+145%) from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin17th percentile

Revenue

Down

$280,372

Down $43,523 (-13%) from 2018

Expenses

Down

$318,335

Down $26,100 (-7.6%) from 2018

Net Income

Down

-$37,963

Down $17,423 (-85%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2019

Assets$1,612,685
Liabilities$6,981
Net Assets$1,605,704
Open 2019 Filing

Operations Trend

Revenue Growth19th 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

2019

Revenue$280,372
Expenses$318,335
Net Income-$37,963
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 24, 2020
Return Version
2019v5.0
Gross Receipts
$288,919
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$233,030$228,527▼ $4,503
Savings and Temporary Cash Investments$105,025$95,978▼ $9,047
Cash and Non-Interest-Bearing Accounts$87,651$72,540▼ $15,111
Accounts Receivable$4,052--
Prepaid Expenses and Deferred Charges$1,784--
Total Assets$1,409,863$1,612,685▲ $202,822
Other Assets Total$978,321$1,215,640▲ $237,319
Liabilities
Accounts Payable and Accrued Expenses$2,855$5,981▲ $3,126
Other Liabilities-$1,000-
Total Liabilities$2,855$6,981▲ $4,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,002,436$1,238,762▲ $236,326
Net Assets Without Donor Restrictions$404,572$366,942▼ $37,630
Total Net Assets Fund Balance$1,407,008$1,605,704▲ $198,696
Total Liabilities and Net Assets / Fund Balance$1,409,863$1,612,685▲ $202,822

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$144,996$91,797$236,793
Equipment$16,531$90,096$106,627
Land$67,000-$67,000
Other Assets Org$1,215,640--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia LutzExecutive DiFT$52,527$52,527

Board Members and Trustees

NameTitle
John SpartzPresident
Christopher BossertDirector
Deb BartnikowskiDirector
Dennis DegenhardtDirector
Jonathan SacksDirector
Ken MillerDirector
Mike ChristianDirector
Robert EngelDirector
Robert HartwigDirector
Susan SelleDirector
Marcia TheuschSecretary
Jason ShermanTreasurer
Frank CarrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$240,283
Program Service Revenue
$34,387
Investment Income
$2,041
Other Revenue
$3,661
All Other Contributions
$98,435
Change in Net Assets
$-37,963

Audited Revenue Reconciliation

Revenue per Audited Statements
$280,372
Revenue Not Reported on Form 990
$521,283
Total Revenue per Audited Statements
$801,655
Total Revenue per Form 990
$280,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,958
Other Expenses$114,377
Total Fundraising Expense$35,721
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,696$19,338$15,784$121,818
Current Officers, Directors, Trustees, and Key Employees$37,384$8,336$6,807$52,527
Depreciation Depletion$19,694--$19,694
Other Employee Benefits$11,584$2,583$2,109$16,276
All Other Expenses$9,303$462$6,320$16,085
Payroll Taxes$9,492$2,117$1,728$13,337
Insurance$11,105--$11,105
Office Expenses$6,437$1,435$1,172$9,044
Other Expenses$7,292$1,407$1,149$7,292
Occupancy$6,706--$6,706
Fees for Services Accounting-$6,347-$6,347
Advertising$3,579$798$652$5,029
Total Functional Expenses$230,781$51,833$35,721$318,335

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$602,299
Expenses per Audited Statements$318,335
Total Expenses per Form 990$318,335
Expenses Not Reported on Form 990$283,964
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,357
Fundraising Direct Expenses$5,687
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Christmas Marke$12,195$4,695$4,211$484
Total Events$12,195$4,695$5,687$-992
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$1,000
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
John Spartz
Title
President
Phone
2623354678
Signed
2020-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Spartz
Formed
1984
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
12
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 237,319 fundraising expenses 4,264 fundraising expenses -4,264 total 237,319”

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 237,319 fundraising expenses 4,264”

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

“Fundraising expenses 4,264”

Raw XML AppendixShowing 400 of 578 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/BOYAmt02855
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05981
IRS990/AccountsReceivableGrp/BOYAmt04052
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/FundraisingAmt0652
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0798
IRS990/AdvertisingGrp/ProgramServicesAmt03579
IRS990/AdvertisingGrp/TotalAmt05029
IRS990/AllOtherContributionsAmt098435
IRS990/AllOtherExpensesGrp/FundraisingAmt06320
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0462
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09303
IRS990/AllOtherExpensesGrp/TotalAmt016085
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOHN SPARTZ
IRS990/BooksInCareOfDetail/PhoneNum02623354678
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 SOUTH 5TH AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053095
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt087651
IRS990/CashNonInterestBearingGrp/EOYAmt072540
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06807
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08336
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt037384
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt052527
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt07500
IRS990/CostOfGoodsSoldAmt02860
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0240283
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02041
IRS990/CYOtherExpensesAmt0114377
IRS990/CYOtherRevenueAmt03661
IRS990/CYProgramServiceRevenueAmt034387
IRS990/CYRevenuesLessExpensesAmt0-37963
IRS990/CYSalariesCompEmpBnftPaidAmt0203958
IRS990/CYTotalExpensesAmt0318335
IRS990/CYTotalFundraisingExpenseAmt035721
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0280372
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt019694
IRS990/DepreciationDepletionGrp/TotalAmt019694
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/DonorRestrictionNetAssetsGrp/BOYAmt01002436
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01238762
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0230781
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06347
IRS990/FeesForServicesAccountingGrp/TotalAmt06347
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
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/OfficerInd4X
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/PersonNm0PATRICIA LUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1DEB BARTNIKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER BOSSERT
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANK CARR
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm5DENNIS DEGENHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT HARTWIG
IRS990/Form990PartVIISectionAGrp/PersonNm8KEN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9JONATHAN SACKS
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN SELLE
IRS990/Form990PartVIISectionAGrp/PersonNm11JASON SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN SPARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm13MARCIA THEUSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt052527
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/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/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt07500
IRS990/FundraisingDirectExpensesAmt05687
IRS990/FundraisingGrossIncomeAmt010357
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0134348
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0288919
IRS990/GrossSalesOfInventoryAmt01651
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011105
IRS990/InsuranceGrp/TotalAmt011105
IRS990/InvestmentIncomeGrp/ExclusionAmt02041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02041
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0181893
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0233030
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0228527
IRS990/LandBldgEquipCostOrOtherBssAmt0410420
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/NetAssetsOrFundBalancesBOYAmt01407008
IRS990/NetAssetsOrFundBalancesEOYAmt01605704
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt04670
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04670
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-1209
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1209
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0404572
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0366942
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt06706
IRS990/OccupancyGrp/TotalAmt06706
IRS990/OfficeExpensesGrp/FundraisingAmt01172
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01435
IRS990/OfficeExpensesGrp/ProgramServicesAmt06437
IRS990/OfficeExpensesGrp/TotalAmt09044
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0978321
IRS990/OtherAssetsTotalGrp/EOYAmt01215640
IRS990/OtherChangesInNetAssetsAmt0237319
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02109
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02583
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011584
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016276
IRS990/OtherExpensesGrp/Desc0PUBLICATIONS & PROGRAMS
IRS990/OtherExpensesGrp/Desc1STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3COLLECTIONS & EXHIBITS
IRS990/OtherExpensesGrp/FundraisingAmt01149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09010
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11407
IRS990/OtherExpensesGrp/ProgramServicesAmt015200
IRS990/OtherExpensesGrp/ProgramServicesAmt16309
IRS990/OtherExpensesGrp/ProgramServicesAmt27292
IRS990/OtherExpensesGrp/TotalAmt015200
IRS990/OtherExpensesGrp/TotalAmt19010
IRS990/OtherExpensesGrp/TotalAmt28865
IRS990/OtherExpensesGrp/TotalAmt37292
IRS990/OtherLiabilitiesGrp/EOYAmt01000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0200
IRS990/OtherRevenueTotalAmt0200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015784
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019338
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt086696
IRS990/OtherSalariesAndWagesGrp/TotalAmt0121818
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01728
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02117
IRS990/PayrollTaxesGrp/ProgramServicesAmt09492
IRS990/PayrollTaxesGrp/TotalAmt013337
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01784
IRS990/PrincipalOfficerNm0JOHN SPARTZ
IRS990/PriorPeriodAdjustmentsAmt0-660
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RESEARCH, WORKSHOPS, & EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018501
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115886
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115886
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0274973
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt043856
IRS990/PYInvestmentIncomeAmt01218
IRS990/PYOtherExpensesAmt0107549
IRS990/PYOtherRevenueAmt012254
IRS990/PYProgramServiceRevenueAmt035450
IRS990/PYRevenuesLessExpensesAmt0-20540
IRS990/PYSalariesCompEmpBnftPaidAmt0193030
IRS990/PYTotalExpensesAmt0344435
IRS990/PYTotalRevenueAmt0323895
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-37963
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt034387
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105025
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095978
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 26
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0240283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0274973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0258524
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0248611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0240437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01262828
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01075
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06118
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt036038
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038624
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023816
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031283
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0159346
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010557
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt07604
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03555
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012791
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt044784
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06118
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/OtherIncome509Grp/TotalAmt026
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99580
IRS990ScheduleA/PublicSupportPY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt01466958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0286878
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0323874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0289944
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0283449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0282813
IRS990ScheduleA/Total509Grp/TotalAmt01466958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0288919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0325092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0290924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0284253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0283914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01473102
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/BookValueAmt0144996
IRS990ScheduleD/BuildingsGrp/DepreciationAmt091797
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0236793
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0279700
IRS990ScheduleD/DonatedServicesUseFcltsAmt0279700
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,612,685
Liabilities
$6,981
Net assets
$1,605,704
Revenue
$280,372
Expenses
$318,335
Net income
-$37,963
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
2019Detailed filing. Detailed filing data is available for this year.$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
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