Civic Intelligence

Wakefield Historical Society

EIN 90-0593855 • 501(c)3 • Wakefield, MI

Profile

To discover and preserve every variety of material bearing on, or illustrative of, the history of the upper peninsula, and particularly the wakefield area of gogebic county; to promote local historical study, research, and publication; and to own and maintain real property and equipment for library and museum purposes.

PO Box 114Wakefield, MI 49968
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

3rd percentile

-117%

Higher net margin than 3% 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

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

9th percentile

-34%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,294,638

Up $16,810 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,294,638

Up $16,810 (+1.3%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin3rd percentile

Revenue

Down

$49,806

Down $25,309 (-34%) from 2023

Expenses

Up

$107,871

Up $77,221 (+252%) from 2023

Net Income

Down

-$58,065

Down $102,530 (-231%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $868,413Liabilities 2021: $0Net Assets 2021: $868,4132021Assets 2022: $1,204,807Liabilities 2022: $0Net Assets 2022: $1,204,8072022Assets 2023: $1,277,828Liabilities 2023: $0Net Assets 2023: $1,277,8282023Assets 2024: $1,294,638Liabilities 2024: $0Net Assets 2024: $1,294,6382024

Highlighted filing

2024

Assets$1,294,638
Liabilities$0
Net Assets$1,294,638
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KRevenue 2021: $808,129Expenses 2021: $7,810Net Income 2021: $800,3192021Revenue 2022: $398,216Expenses 2022: $35,650Net Income 2022: $362,5662022Revenue 2023: $75,115Expenses 2023: $30,650Net Income 2023: $44,4652023Revenue 2024: $49,806Expenses 2024: $107,871Net Income 2024: -$58,0652024

Highlighted filing

2024

Revenue$49,806
Expenses$107,871
Net Income-$58,065
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,294,638
Liabilities
$0
Net assets
$1,294,638
Revenue
$49,806
Expenses
$107,871
Net income
-$58,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.05$0.11$0.06
2023Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.08$0.03$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.40$0.04$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.81$0.01$0.80
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 9, 2023
Return Version
2022v5.0
Gross Receipts
$660,300
Mission and Program Overview

Mission

To discover and preserve every variety of material bearing on, or illustrative of, the history of the upper peninsula, and particularly the wakefield area of gogebic county; to promote local historical study, research, and publication; and to own and maintain real property and equipment for library and museum purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$806,282$1,172,944▲ $366,662
Cash and Non-Interest-Bearing Accounts$60,131$29,863▼ $30,268
Land, Buildings, and Equipment, Net$2,000$2,000→ $0
Total Assets$868,413$1,204,807▲ $336,394
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$868,413$1,204,807▲ $336,394
Total Net Assets Fund Balance$868,413$1,204,807▲ $336,394
Total Liabilities and Net Assets / Fund Balance$868,413$1,204,807▲ $336,394

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$16,000$16,000
Land$2,000-$2,000
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Harold SchroederPresident
Janis ObergDirector
Mary NurmiDirector
Nina FiorucciDirector
Donna FersonSecretary
Dennis FersonTreasurer
Isabella SchroederVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$376,817
Program Service Revenue
$0
Investment Income
$19,991
Other Revenue
$1,408
All Other Contributions
$376,817
Change in Net Assets
$362,566

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$162,085
Total Noncash Contributions1$162,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,650
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
Occupancy$25,418--$25,418
Fees for Service Investment Mgmnt Fees-$2,365-$2,365
Fees for Services Legal-$2,035-$2,035
Fees for Services Accounting-$2,000-$2,000
Advertising$1,424--$1,424
Office Expenses-$723-$723
Interest-$416-$416
Information Technology-$289-$289
Other Expenses$83$100-$83
Fees for Services Other-$15-$15
Total Functional Expenses$26,925$8,725$0$35,650
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$996
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
Annual disclosure for covered persons
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
No
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 2

“Harold schroeder isabella schroeder president vice-pres husband and wife donna ferson dennis ferson secretary treasurer husband and wife”

Form 990, Page 6, Part VI, Line 7A

“Elected by the board of trustees.”

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

“Reviewed by treasurer and then to the board for proper approval.”

Form 990, Page 6, Part VI, Line 12C

“All officers and trustees are required to fill out an annual conflict of interest form. The board of trustees review any potential conflicts during a regularly scheduled meeting where conflicts are documented. Each person with a conflict is restricted from voting on related matters.”

Form 990, Page 6, Part VI, Line 19

“BY REQUEST.”

Filing and Contact Details

Filer

Filer Name
Wakefield Historical Society
EIN
90-0593855
Phone
9062240075
Address
PO BOX 114, WAKEFIELD, MI 49968

Signing Officer

Name
Dennis Ferson
Title
Treasurer
Phone
9062240075
Signed
2023-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Ferson
Formed
1981
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Makela Pollack & Ahonen Pllc
Address
301 N SUFFOLK, IRONWOOD, MI 49938
Preparer
Anthony R Pollack
Phone
9069324430
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To discover and preserve every variety of material bearing on, or illustrative of, the history of the upper peninsula, and particularly the wakefield area of gogebic county; to promote local historical study, research, and publication; and to own and maintain real property and equipment for library and museum purposes.”

Raw XML Appendix356 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/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE-PRESIDE
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0162085
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO DISCOVER AND PRESERVE EVERY VARIETY OF MATERIAL BEARING ON, OR ILLUSTRATIVE OF, THE HISTORY OF THE UPPER PENINSULA, AND PARTICULARLY THE WAKEFIELD AREA OF GOGEBIC COUNTY; TO PROMOTE LOCAL HISTORICAL STUDY, RESEARCH, AND PUBLICATION; AND TO OWN AND MAINTAIN REAL PROPERTY AND EQUIPMENT FOR LIBRARY AND MUSEUM PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HAROLD SCHROEDER ISABELLA SCHROEDER PRESIDENT VICE-PRES HUSBAND AND WIFE DONNA FERSON DENNIS FERSON SECRETARY TREASURER HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY TREASURER AND THEN TO THE BOARD FOR PROPER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL OFFICERS AND TRUSTEES ARE REQUIRED TO FILL OUT AN ANNUAL CONFLICT OF INTEREST FORM. THE BOARD OF TRUSTEES REVIEW ANY POTENTIAL CONFLICTS DURING A REGULARLY SCHEDULED MEETING WHERE CONFLICTS ARE DOCUMENTED. EACH PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026925
IRS990/TotalFunctionalExpensesGrp/TotalAmt035650
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01204807
IRS990/TotalProgramServiceExpensesAmt026925
IRS990/TotalRevenueGrp/ExclusionAmt010170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0398216
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0868413
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01204807
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt0294 ZORICH ROAD
IRS990/USAddress/CityNm0WAKEFIELD
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049968
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS FERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09062240075
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKEFIELD HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0900593855
ReturnHeader/Filer/PhoneNum09062240075
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 114
ReturnHeader/Filer/USAddress/CityNm0WAKEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049968
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381816187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAKELA POLLACK & AHONEN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 N SUFFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRONWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049938
ReturnHeader/PreparerPersonGrp/PhoneNum09069324430
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY R POLLACK
ReturnHeader/ReturnTs02023-09-07T10:39:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENNIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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