Civic Intelligence

Winnebago Historical Society

EIN 51-0205104 • 501(c)3 • Forest City, IA

Profile

Winnebago historical society's (whs) exempt purpose is the promotion and preservation of artifacts and structures related to history, primarily that of and related to the winnebago county & north central region where we are located. Whs exists as a repository for artifacts and an information source for all ages. Whs is open at all sites for tours & educational opportunities at scheduled times and by appointment. Whs publishes newsletters several times a year with historical information and scheduled hours and planned demonstrations and events.

34201 230th AvenueForest City, IA 50436

winnebagohistoricalsocietyiowa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,007,480

Down $62,110 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,007,480

Down $62,110 (-2.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin7th percentile

Revenue

Down

$143,515

Down $43,058 (-23%) from 2023

Expenses

Up

$205,625

Up $30,679 (+18%) from 2023

Net Income

Down

-$62,110

Down $73,737 (-634%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,930,085Liabilities 2010: $4,200Net Assets 2010: $1,925,8852010Assets 2011: $1,928,028Liabilities 2011: $4,200Net Assets 2011: $1,923,8282011Assets 2012: $2,272,870Liabilities 2012: $4,200Net Assets 2012: $2,268,6702012Assets 2013: $2,260,344Liabilities 2013: $4,200Net Assets 2013: $2,256,1442013Assets 2014: $2,476,958Liabilities 2014: $4,200Net Assets 2014: $2,472,7582014Assets 2015: $2,624,991Liabilities 2015: $4,200Net Assets 2015: $2,620,7912015Assets 2016: $2,745,646Liabilities 2016: $4,200Net Assets 2016: $2,741,4462016Assets 2017: $2,810,203Liabilities 2017: $4,200Net Assets 2017: $2,806,0032017Assets 2018: $2,830,988Liabilities 2018: $4,200Net Assets 2018: $2,826,7882018Assets 2019: $2,903,761Liabilities 2019: $0Net Assets 2019: $2,903,7612019Assets 2020: $2,958,462Liabilities 2020: $0Net Assets 2020: $2,958,4622020Assets 2021: $3,035,583Liabilities 2021: $0Net Assets 2021: $3,035,5832021Assets 2022: $3,057,963Liabilities 2022: $0Net Assets 2022: $3,057,9632022Assets 2023: $3,069,590Liabilities 2023: $0Net Assets 2023: $3,069,5902023Assets 2024: $3,007,480Liabilities 2024: $0Net Assets 2024: $3,007,4802024

Highlighted filing

2024

Assets$3,007,480
Liabilities$0
Net Assets$3,007,480
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $63,3662010Expenses 2011: $61,2132011Expenses 2012: $72,4122012Revenue 2013: $228,570Expenses 2013: $241,096Net Income 2013: -$12,5262013Revenue 2014: $401,813Expenses 2014: $185,199Net Income 2014: $216,6142014Revenue 2015: $343,741Expenses 2015: $195,708Net Income 2015: $148,0332015Revenue 2016: $389,454Expenses 2016: $268,799Net Income 2016: $120,6552016Revenue 2017: $279,929Expenses 2017: $215,372Net Income 2017: $64,5572017Revenue 2018: $194,610Expenses 2018: $173,825Net Income 2018: $20,7852018Revenue 2019: $237,224Expenses 2019: $160,251Net Income 2019: $76,9732019Revenue 2020: $203,214Expenses 2020: $148,513Net Income 2020: $54,7012020Revenue 2021: $251,205Expenses 2021: $174,082Net Income 2021: $77,1232021Revenue 2022: $188,961Expenses 2022: $166,581Net Income 2022: $22,3802022Revenue 2023: $186,573Expenses 2023: $174,946Net Income 2023: $11,6272023Revenue 2024: $143,515Expenses 2024: $205,625Net Income 2024: -$62,1102024

Highlighted filing

2024

Revenue$143,515
Expenses$205,625
Net Income-$62,110
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,007,480
Liabilities
$0
Net assets
$3,007,480
Revenue
$143,515
Expenses
$205,625
Net income
-$62,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.14$0.21$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.19$0.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.19$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.20$0.15$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.24$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.28$0.22$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.74$0.39$0.27$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$0.34$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.47$0.40$0.19$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.23$0.24$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.92$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 1, 2025
Return Version
2024v5.0
Gross Receipts
$143,924
Mission and Program Overview

Mission

Winnebago historical society's (whs) exempt purpose is the promotion and preservation of artifacts and structures related to history, primarily that of and related to the winnebago county & north central region where we are located. Whs exists as a repository for artifacts and an information source for all ages. Whs is open at all sites for tours & educational opportunities at scheduled times and by appointment. Whs publishes newsletters several times a year with historical information and scheduled hours and planned demonstrations and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,128,674$1,102,250▼ $26,424
Savings and Temporary Cash Investments$302,890$261,069▼ $41,821
Cash and Non-Interest-Bearing Accounts$23,910$30,045▲ $6,135
Total Assets$3,069,590$3,007,480▼ $62,110
Other Assets Total$1,614,116$1,614,116→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,069,590$3,007,480▼ $62,110
Total Net Assets Fund Balance$3,069,590$3,007,480▼ $62,110
Total Liabilities and Net Assets / Fund Balance$3,069,590$3,007,480▼ $62,110

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$920,728$803,477$1,724,205
Land$181,522-$181,522
Other Assets Org$259,917--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Dan DavisPresident
Brad KirchnerBoard Member
Carol WhiteisBoard Member
Christopher BeitingBoard Member
Claudia TillmanBoard Member
Gary BartlesonBoard Member
Harlan RodbergBoard Member
Lana ThompsonBoard Member
Laura KudejBoard Member
Lori MichaelBoard Member
Wyndham SellersBoard Member
Ted Hall1st V-pres.
Riley Lewis2ns V-pres.
Cindy CarterSecretary
Karin CarlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,103
Program Service Revenue
$8,745
Investment Income
$8,865
Other Revenue
$36,802
All Other Contributions
$71,103
Change in Net Assets
$-62,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$205,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$56,003--$56,003
Insurance$26,040--$26,040
Occupancy$16,531$737-$17,268
All Other Expenses$13,417$2,470-$15,887
Other Expenses$6,919--$6,919
Fees for Services Accounting-$2,295-$2,295
Office Expenses-$30-$30
Total Functional Expenses$200,093$5,532$0$205,625
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Backup withholding compliance
No
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
No
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 7A

“Candidates for the board shall be nominated by the nominating committee. Other members may be nominated from the floor at the annual meeting, provided they have been contacted in advance and have agreed to serve if elected. The nominees shall be voted upon at the regular annual meeting.”

Form 990, Page 6, Part VI, Line 9

“Dan davis 246 e park st forest city, ia 50436 ted hall 2040 310th street forest city, ia 50436 riley lewis 34938 145th ave forest city, ia 50436 cindy carter 126 sweetgrass ln forest city, ia 50436 karin carlson 34201 230th ave forest city, ia 50436 claudia tillman 34975 180th ave forest city, ia 50436 lana thompson 34210 100th ave forest city, ia 50436 christopher beiting forest city, ia 50436 carol whiteis 406 n. 11th street forest city, ia 50436 brad kirchner 417 vine avenue albert lea, ma 56007 harlan rodberg 615 s. Golf course rd. Forest city, ia 50436 laura kudej 36103 165th ave forest city, ia 50436 wyndham sellers 5170 harding street prole, ia 50229 lori michael 306 s clark st forest city, ia 50436 gary bartleson 112 cathedral oaks rd forest city, ia 50436”

Form 990, Page 6, Part VI, Line 11B

“Upon completion of form 990, the governing body reviews the content of the tax return at its next board meeting.”

Form 990, Page 6, Part VI, Line 15A

“All board members are volunteers. No compensation is paid to any board member.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available to the public by request.”

Filing and Contact Details

Filer

Filer Name
Winnebago Historical Society
EIN
51-0205104
Phone
6415812900
Address
34201 230TH AVENUE, FOREST CITY, IA 50436

Signing Officer

Name
Dan Davis
Title
President
Phone
6415855923
Signed
2025-08-01

Organization Details

Principal Officer
Dan Davis
Formed
1977
Legal Domicile
Ia
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Dk Arndt Pc
Address
116 EAST I STREET, FOREST CITY, IA 50436-1760
Preparer
Douglas G Bruhns CPA
Phone
6415854631
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Winnebago historical society's (whs) exempt purpose is the promotion and preservation of artifacts and structures related to history, primarily that of and related to the winnebago county & north central region where we are located. Whs exists as a repository for artifacts and an information source for all ages. Whs is open at all sites for tours & educational opportunities at scheduled times and by appointment. Whs publishes newsletters several times a year with historical information and scheduled hours and planned demonstrations and events.”

Form 990, Page 1, Part I, Line 6

“Individuals volunteer their time throughout the year to help with the operatitions and maintenance of the winnebago historical society.”

Raw XML AppendixShowing 400 of 434 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
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IRS990/BooksInCareOfDetail/PhoneNum06415812900
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt089103
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IRS990/CYTotalRevenueAmt0143515
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt056003
IRS990/DepreciationDepletionGrp/TotalAmt056003
IRS990/Desc0HERITAGE PARK SITE ALLOWS FOR THE COLLECTION, DISPLAY, AND DEMONSTRATION OF PRIMARILY FARM RELATED MACHINERY AND ARTIFACTS COMMONLY USED IN THE EARLY 1900'S IN NORTHERN IOWA. THIS SITE ALSO INCLUDES SCHOOLS, A CHURCH, WORKSHOPS AND OTHER BUSINESS COMMON TO THAT ERA. STEAM THRESHING, PLOWING AND RELATED ACTIVITIES OCCUR ON THE GROUNDS. THE MANSION MUSEUM IS PRIMARY SITE OF WHS. THIS PERIOD HOME CONTAINS ARTIFACTS AND CLOTHING, DEMONSTRATING LIFE IN THE EARLY 20TH CENTURY TO PRESENT IN NORTHERN IOWA. ON DISPLAY IS AN EXTENSIVE COLLECTION OF LOCALLY COLLECTED INDIAN ARTIFACTS, AND OTHER PERIOD ARTIFACTS.
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IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/PersonNm12DAN DAVIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
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IRS990/MissionDesc0WINNEBAGO HISTORICAL SOCIETY'S (WHS) EXEMPT PURPOSE IS THE PROMOTION AND PRESERVATION OF ARTIFACTS AND STRUCTURES RELATED TO HISTORY, PRIMARILY THAT OF AND RELATED TO THE WINNEBAGO COUNTY & NORTH CENTRAL REGION WHERE WE ARE LOCATED. WHS EXISTS AS A REPOSITORY FOR ARTIFACTS AND AN INFORMATION SOURCE FOR ALL AGES. WHS IS OPEN AT ALL SITES FOR TOURS & EDUCATIONAL OPPORTUNITIES AT SCHEDULED TIMES AND BY APPOINTMENT. WHS PUBLISHES NEWSLETTERS SEVERAL TIMES A YEAR WITH HISTORICAL INFORMATION AND SCHEDULED HOURS AND PLANNED DEMONSTRATIONS AND EVENTS.
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IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
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IRS990/OtherExpensesGrp/Desc2ADVERTISING
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 204,572
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0111251
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0170664
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0575194
IRS990ScheduleA/TotalSupportAmt0980575
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0181522
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1259917
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HISTORICAL BUILDINGS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ARTIFACTS IN MUSEUM & HERITAGE PARK
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0920728
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0803477
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01724205
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01102250
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01614116
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WINNEBAGO HISTORICAL SOCIETY'S (WHS) EXEMPT PURPOSE IS THE PROMOTION AND PRESERVATION OF ARTIFACTS AND STRUCTURES RELATED TO HISTORY, PRIMARILY THAT OF AND RELATED TO THE WINNEBAGO COUNTY & NORTH CENTRAL REGION WHERE WE ARE LOCATED. WHS EXISTS AS A REPOSITORY FOR ARTIFACTS AND AN INFORMATION SOURCE FOR ALL AGES. WHS IS OPEN AT ALL SITES FOR TOURS & EDUCATIONAL OPPORTUNITIES AT SCHEDULED TIMES AND BY APPOINTMENT. WHS PUBLISHES NEWSLETTERS SEVERAL TIMES A YEAR WITH HISTORICAL INFORMATION AND SCHEDULED HOURS AND PLANNED DEMONSTRATIONS AND EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDIVIDUALS VOLUNTEER THEIR TIME THROUGHOUT THE YEAR TO HELP WITH THE OPERATITIONS AND MAINTENANCE OF THE WINNEBAGO HISTORICAL SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CANDIDATES FOR THE BOARD SHALL BE NOMINATED BY THE NOMINATING COMMITTEE. OTHER MEMBERS MAY BE NOMINATED FROM THE FLOOR AT THE ANNUAL MEETING, PROVIDED THEY HAVE BEEN CONTACTED IN ADVANCE AND HAVE AGREED TO SERVE IF ELECTED. THE NOMINEES SHALL BE VOTED UPON AT THE REGULAR ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DAN DAVIS 246 E PARK ST FOREST CITY, IA 50436 TED HALL 2040 310TH STREET FOREST CITY, IA 50436 RILEY LEWIS 34938 145TH AVE FOREST CITY, IA 50436 CINDY CARTER 126 SWEETGRASS LN FOREST CITY, IA 50436 KARIN CARLSON 34201 230TH AVE FOREST CITY, IA 50436 CLAUDIA TILLMAN 34975 180TH AVE FOREST CITY, IA 50436 LANA THOMPSON 34210 100TH AVE FOREST CITY, IA 50436 CHRISTOPHER BEITING FOREST CITY, IA 50436 CAROL WHITEIS 406 N. 11TH STREET FOREST CITY, IA 50436 BRAD KIRCHNER 417 VINE AVENUE ALBERT LEA, MA 56007 HARLAN RODBERG 615 S. GOLF COURSE RD. FOREST CITY, IA 50436 LAURA KUDEJ 36103 165TH AVE FOREST CITY, IA 50436 WYNDHAM SELLERS 5170 HARDING STREET PROLE, IA 50229 LORI MICHAEL 306 S CLARK ST FOREST CITY, IA 50436 GARY BARTLESON 112 CATHEDRAL OAKS RD FOREST CITY, IA 50436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON COMPLETION OF FORM 990, THE GOVERNING BODY REVIEWS THE CONTENT OF THE TAX RETURN AT ITS NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL BOARD MEMBERS ARE VOLUNTEERS. NO COMPENSATION IS PAID TO ANY BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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