Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2020 • EIN 39-6094332

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$47,140

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

96th percentile

172%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$4,394,061

Up $2,781,376 (+172%) from 2019

Net Assets

Up

$4,382,989

Up $2,777,285 (+173%) from 2019

Liabilities

Up

$11,072

Up $4,091 (+59%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin89th percentile

Revenue

Up

$637,578

Up $357,206 (+127%) from 2019

Expenses

Up

$341,147

Up $22,812 (+7.2%) from 2019

Net Income

Up

$296,431

Up $334,394 (+881%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2020

Assets$4,394,061
Liabilities$11,072
Net Assets$4,382,989
Open 2020 Filing

Operations Trend

Revenue Growth94th 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

2020

Revenue$637,578
Expenses$341,147
Net Income$296,431
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.0
Gross Receipts
$638,713
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$228,527$216,130▼ $12,397
Pledges and Grants Receivable-$203,320-
Cash and Non-Interest-Bearing Accounts$72,540$144,537▲ $71,997
Savings and Temporary Cash Investments$95,978$98,680▲ $2,702
Accounts Receivable-$34,900-
Total Assets$1,612,685$4,394,061▲ $2,781,376
Other Assets Total$1,215,640$3,696,494▲ $2,480,854
Liabilities
Accounts Payable and Accrued Expenses$5,981$10,872▲ $4,891
Other Liabilities$1,000$200▼ $800
Total Liabilities$6,981$11,072▲ $4,091
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,238,762$3,969,619▲ $2,730,857
Net Assets Without Donor Restrictions$366,942$413,370▲ $46,428
Total Net Assets Fund Balance$1,605,704$4,382,989▲ $2,777,285
Total Liabilities and Net Assets / Fund Balance$1,612,685$4,394,061▲ $2,781,376

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$137,746$99,047$236,793
Equipment$11,384$95,243$106,627
Land$67,000-$67,000
Other Assets Org$3,696,494--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia LutzExecutive DiFT$47,140$47,140

Board Members and Trustees

NameTitle
John SpartzPresident
Brad NeyDirector
Christopher BossertDirector
Deb BartnikowskiDirector
Eric BiernatDirector
Jonathan SacksDirector
Jonathan SchulzDirector
Lois Krueger GundrumDirector
Mike ChristianDirector
Marcia TheuschSecretary
Robert EngelTreasurer
Frank CarrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$584,841
Program Service Revenue
$15,352
Investment Income
$512
Other Revenue
$36,873
All Other Contributions
$380,849
Change in Net Assets
$296,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,578
Revenue Not Reported on Form 990
$2,774,554
Total Revenue per Audited Statements
$3,412,132
Total Revenue per Form 990
$637,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$185,095
Other Expenses$156,052
Total Fundraising Expense$21,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,495$10,307-$124,802
Current Officers, Directors, Trustees, and Key Employees$15,714$15,713$15,713$47,140
Advertising$29,146$5,823$3,518$38,487
Insurance$14,148--$14,148
Payroll Taxes$9,961$1,990$1,202$13,153
Depreciation Depletion$12,398--$12,398
All Other Expenses$5,563$6,423$334$12,320
Fees for Services Accounting-$8,381-$8,381
Other Expenses$4,781$1,073$648$4,781
Office Expenses$3,547$709$428$4,684
Occupancy$1,188--$1,188
Total Functional Expenses$268,885$50,419$21,843$341,147

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$634,847
Expenses per Audited Statements$341,147
Total Expenses per Form 990$341,147
Expenses Not Reported on Form 990$293,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$280
Fundraising Direct Expenses$125
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$200
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
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Spartz
Formed
1984
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
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 2,480,854 total 2,480,854”

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 2,480,854”

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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
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IRS990/NetAssetsOrFundBalancesEOYAmt04382989
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0155
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0518
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0413370
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IRS990/OccupancyGrp/TotalAmt01188
IRS990/OfficeExpensesGrp/FundraisingAmt0428
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03547
IRS990/OfficeExpensesGrp/TotalAmt04684
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0COLLECTIONS & EXHIBITS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2PUBLICATIONS & PROGRAMS
IRS990/OtherExpensesGrp/Desc3VOLUNTEER EXPENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01073
IRS990/OtherExpensesGrp/ProgramServicesAmt047519
IRS990/OtherExpensesGrp/ProgramServicesAmt15372
IRS990/OtherExpensesGrp/ProgramServicesAmt25053
IRS990/OtherExpensesGrp/ProgramServicesAmt34781
IRS990/OtherExpensesGrp/TotalAmt047519
IRS990/OtherExpensesGrp/TotalAmt17093
IRS990/OtherExpensesGrp/TotalAmt25053
IRS990/OtherExpensesGrp/TotalAmt34781
IRS990/OtherLiabilitiesGrp/BOYAmt01000
IRS990/OtherLiabilitiesGrp/EOYAmt0200
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt036200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt036200
IRS990/OtherRevenueTotalAmt036200
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010307
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0114495
IRS990/OtherSalariesAndWagesGrp/TotalAmt0124802
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01202
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01990
IRS990/PayrollTaxesGrp/ProgramServicesAmt09961
IRS990/PayrollTaxesGrp/TotalAmt013153
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0203320
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN SPARTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RENT
IRS990/ProgramServiceRevenueGrp/Desc1RESEARCH, WORKSHOPS, & EVENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010475
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010475
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14877
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240283
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02041
IRS990/PYOtherExpensesAmt0114377
IRS990/PYOtherRevenueAmt03661
IRS990/PYProgramServiceRevenueAmt034387
IRS990/PYRevenuesLessExpensesAmt0-37963
IRS990/PYSalariesCompEmpBnftPaidAmt0203958
IRS990/PYTotalExpensesAmt0318335
IRS990/PYTotalRevenueAmt0280372
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0296431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt069643
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt015352
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt098680
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING 32,073 MISCELLANEOUS 400
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0584841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0240283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0274973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0258524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0248611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01607232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0980
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0804
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05555
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0182841
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0280
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt010557
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010277
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07604
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt03755
IRS990ScheduleA/OtherIncome170Grp/TotalAmt032473
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84790
IRS990ScheduleA/PublicSupportTotal170Amt01394955
IRS990ScheduleA/SubstantialContributorsTotAmt0212277
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0584841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0240283
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0274973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0258524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0248611
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01607232
IRS990ScheduleA/TotalSupportAmt01645260
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/BookValueAmt0137746
IRS990ScheduleD/BuildingsGrp/DepreciationAmt099047
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0236793
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0293700
IRS990ScheduleD/DonatedServicesUseFcltsAmt0293700
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011384
IRS990ScheduleD/EquipmentGrp/DepreciationAmt095243
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106627
IRS990ScheduleD/ExpensesNotReportedAmt0293700
IRS990ScheduleD/ExpensesSubtotalAmt0341147
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt067000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03696494
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTEREST IN NET ASSETS OF WCHS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTAL DEPOSITS
IRS990ScheduleD/OtherRevenueAmt02480854
IRS990ScheduleD/RevenueNotReportedAmt02774554
IRS990ScheduleD/RevenueSubtotalAmt0637578
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 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 2,480,854
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0216130
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03696494
IRS990ScheduleD/TotalExpensesPerForm990Amt0341147
IRS990ScheduleD/TotalLiabilityAmt0200
IRS990ScheduleD/TotalRevenuePerForm990Amt0637578
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03412132
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0634847
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 WILL BE REVIEWED PRIOR TO ISSUANCE BY MANAGEMENT AND THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ANNUALLY BY MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PERSONNEL COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EACH YEAR. HER COMPENSATION IS COMPARED TO DATA RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE BUSINESS OFFICE WITHIN 24 HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN INTEREST IN NET ASSETS 0 OF WCHS FOUNDATION INC 2,480,854 TOTAL 2,480,854
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,394,061
Liabilities
$11,072
Net assets
$4,382,989
Revenue
$637,578
Expenses
$341,147
Net income
$296,431
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
2020Detailed filing. Detailed filing data is available for this year.$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
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