Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
EIN 39-6100798 • 501(c)3 • Balsam Lake, WI
Profile
Educational - local history
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
67th percentile
Higher debt load relative to assets than 67% of similar nonprofits.
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
46th percentile
Faster asset growth than 46% of similar nonprofits.
Revenue Growth
35th percentile
Faster revenue growth than 35% of similar nonprofits.
Assets
Down$249,146
Down $11,282 (-4.3%) from 2023
Liabilities
Down$2,559
Down $281 (-9.9%) from 2023
Net Assets
Down$246,587
Down $11,001 (-4.3%) from 2023
Revenue
Down$114,633
Down $25,997 (-18%) from 2023
Expenses
Up$125,634
Up $54,649 (+77%) from 2023
Net Income
Down-$11,001
Down $80,646 (-116%) from 2023
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.
Educational - local history
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL - LOCAL HISTORY | - | $72,633 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALLAN FOXWELL | Director | - | $0 | - | - |
| CAROLINE REDISKE | Secretary | - | $0 | - | - |
| LARRY SMETAK | Director | - | $0 | - | - |
| JAN CARLSON | President | - | $0 | - | - |
| SHARON KELLY | Director | - | $0 | - | - |
| LISA MOSAY | Director | - | $0 | - | - |
| CURTIS NELSON | Vice Preside | - | $0 | - | - |
| MILLIE ENERSON | Treasurer | - | $0 | - | - |
“Other revenue 77 total 77”
“Expenses advertising 612 office supplies 1,927 books and subscriptions 30 po box 62 property insurance 2,218 liability insurance 1,020 contract services 8,816 business expenses 25 equipment rental and main 27,372 telephone 783 miscellaneous expenses 305 cleaning 2,887 archiving materials 1,228 program expense 1,204 display supplies 2,616 total 51,105”
“Accounts payable and accrued expenses 1,533 961”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MILLIE ENERSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7154859269 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 41 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BALSAM LAKE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54810 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 178588 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 188904 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 78688 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10888 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 629 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 178588 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 188904 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 130 |
| IRS990EZ/GrossReceiptsAmt | 0 | 83521 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 130 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1053 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 177055 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 187943 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 177055 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 187943 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 155 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALLAN FOXWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CAROLINE REDISKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LARRY SMETAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JAN CARLSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SHARON KELLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LISA MOSAY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CURTIS NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MILLIE ENERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 51105 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 77 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATIONAL - LOCAL HISTORY |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1395 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3573 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL - LOCAL HISTORY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 72633 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 19349 |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1533 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 961 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 72633 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 72633 |
| IRS990EZ/TotalRevenueAmt | 0 | 83521 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | OTHER INCOME 11,676 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 78688 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 71989 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27480 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24066 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 25564 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 227787 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1053 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 459 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 868 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1516 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 717 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4613 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 67517 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 130 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 637 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11039 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 11806 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.80850 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.80870 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 197439 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 30348 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 78688 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 71989 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 27480 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 24066 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 25564 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 227787 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 244206 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER REVENUE 77 TOTAL 77 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADVERTISING 612 OFFICE SUPPLIES 1,927 BOOKS AND SUBSCRIPTIONS 30 PO BOX 62 PROPERTY INSURANCE 2,218 LIABILITY INSURANCE 1,020 CONTRACT SERVICES 8,816 BUSINESS EXPENSES 25 EQUIPMENT RENTAL AND MAIN 27,372 TELEPHONE 783 MISCELLANEOUS EXPENSES 305 CLEANING 2,887 ARCHIVING MATERIALS 1,228 PROGRAM EXPENSE 1,204 DISPLAY SUPPLIES 2,616 TOTAL 51,105 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,533 961 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAN CARLSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7154859269 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | POLK COUNTY HISTORICAL SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POLK |
| ReturnHeader/Filer/EIN | 0 | 396100798 |
| ReturnHeader/Filer/PhoneNum | 0 | 7154859269 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 41 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BALSAM LAKE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54810 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411562398 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARLSONSV LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 301 KELLER AVE S |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | AMERY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 540011283 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7159544995 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DIRK A PRINDLE CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2023-05-09T14:24:02-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | CARLSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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