WISCONSIN HISTORY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HISTORY FOUNDATION INC (EIN 39-0921093)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-03
- IRS object ID
- 202431249349300643
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T10:32:49-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2921 LANDMARK PL STE 300 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537134236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390921093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082646460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE LUSSIER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6082646460 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | LUSSIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE LUSSIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,488,313 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISCONSINHISTORY.ORG/WHF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE WISCONSIN HISTORICAL FOUNDATION EXISTS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY: TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING AND SHARING STORIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,296,290 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,793,974 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,499,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,453,718 | CYProgramServiceRevenueAmt |
| PY Investment Income | $582,765 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,240,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,378,166 | PYTotalRevenueAmt |
| CY Total Revenue | $8,488,313 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,195,367 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,016,386 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,832,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,278,808 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $891,890 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,088,109 | PYOtherExpensesAmt |
| CY Other Expenses | $2,438,658 | CYOtherExpensesAmt |
| PY Total Expenses | $7,116,324 | PYTotalExpensesAmt |
| CY Total Expenses | $7,733,852 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,261,842 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $754,461 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,186,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,733,158 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,012,134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,784,783 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,174,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,948,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WISCONSIN HISTORICAL FOUNDATION EXISTS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY: TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING AND SHARING STORIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,487,579 | ExpenseAmt |
| Grant | $1,424,313 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MUSEUMS AND HISTORIC SITES: THE DIVISION OF MUSEUMS AND HISTORIC SITES COLLECTS AND PRESERVES THE MATERIAL CULTURE OF WISCONSIN AND INTERPRETS THE STATE'S HISTORY AND PREHISTORY FOR THE PUBLIC. THE DIVISION FULFILLS ITS EDUCATIONAL ROLE THROUGH EXHIBITIONS, TOURS AND A VARIETY OF PUBLIC PROGRAMS CONDUCTED AT THE WISCONSIN HISTORICAL MUSEUM IN MADISON, AND AT HISTORIC SITES AND OTHER VENUES THROUGHOUT THE STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,361,076 | ExpenseAmt |
| Grant | $993,284 | GrantAmt |
| Revenue | $237,167 | RevenueAmt |
| Desc | HISTORY CENTER CAMPAIGN: TO RAISE FUNDS TO SUPPORT THE PLANNING, DESIGN, AND CONSTRUCTION OF A NEW HISTORY CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $630,573 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,199,352 | RevenueAmt |
| Desc | WHF OPERATIONS: WHF WAS FOUNDED IN 1954 AND IT'S OPERATIONS ARE FOCUSED ON THE SUPPORT OF THE SOCIETY'S MISSION BY PROVIDING PHILANTHROPIC, FINANCIAL, AND OPERATIONAL SERVICES TO THE SOCIETY. AS A SUPPORTING FOUNDATION, WHF MUST SUPPORT FINANCIALLY ITS OWN OPERATIONS WHILE AT THE SAME TIME FULFILL ITS MISSION TO SUPPORT THE SOCIETY. LIKE OTHER SUPPORTING FOUNDATIONS, WHF UTILIZES A NUMBER OF REVENUE STREAMS TO SUPPORT OPERATING COSTS, INCLUDING CONTRIBUTIONS, FEES ON THE FUNDS IT HOLDS, ENDOWMENT DISTRIBUTIONS, AND SERVICE REVENUE. WHF OPERATIONS GENERATE FINANCIAL SUPPORT FOR THE SOCIETY INITIATIVES AND OPERATIONS WHF AND PROVIDES OTHER SUPPORT TO THE SOCIETY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $309,463 | $228,090 | $0 | LIBRARY AND ARCHIVES: THE DIVISION OF LIBRARY, ARCHIVES AND MUSEUM COLLECTIONS ACQUIRES, PRESERVES AND PROVIDES ACCESS TO DOCUMENTARY AND ARTIFACTUAL EVIDENCE ABOUT THE HISTORY OF WISCONSIN, THE UNITED STATES, AND CANADA. WITH OVER 4 MILLION ITEMS, ITS GENEALOGY AND HISTORY COLLECTIONS ARE AMONG THE LARGEST AND MOST COMPREHENSIVE IN THE WORLD DOCUMENTING NORTH AMERICAN HISTORY. THE SOCIETY'S LIBRARY AND ARCHIVES IS ALSO THE AMERICAN HISTORY LIBRARY FOR THE UNIVERSITY OF WISCONSIN, AN OFFICIAL DEPOSITORY FOR LOCAL, STATE AND FEDERAL GOVERNMENT PUBLICATIONS, AND THE STATE ARCHIVES WHICH PRESERVES STATE AND LOCAL GOVERNMENT RECORDS OF HISTORICAL IMPORTANCE. THE AREA RESEARCH CENTER NETWORK, A UNIQUE ALLIANCE BETWEEN THE HISTORICAL SOCIETY AND THE FOUR-YEAR CAMPUSES OF THE UW SYSTEM, MAKES MOST OF THE ARCHIVAL COLLECTIONS AVAILABLE WITHIN EASY DRIVING DISTANCE OF ALL STATE RESIDENTS. |
| $224,063 | $216,658 | $17,199 | WHF SUPPORT FOR SOCIETY: WHF MANAGES FUNDS THAT SUPPORT THE SOCIETY'S OPERATIONS. THESE FUNDS INCLUDE ENDOWMENTS, SPEND-DOWN FUNDS, FUNDS WITHOUT DONOR RESTRICTIONS, AND A BOARD DESIGNATED QUASI-ENDOWMENT. EXPENDITURES FROM ENDOWMENTS AND SPEND-DOWN FUNDS RESTRICTED TO THE SOCIETY'S PROGRAMS AND OPERATIONS ARE MANAGED THROUGH THE SOCIETY'S ANNUAL BUDGET PLANNING PROCESS. WHF INFORMS THE SOCIETY OF AVAILABLE FUND BALANCES, AND THE SOCIETY'S LEADERSHIP REQUESTS FUNDS TO BE TRANSFERRED, REQUIRING APPROVAL FROM WHF'S LEADERSHIP. DEPENDING ON THE FUND TYPE, WHF CHARGES FEES FOR THE MANAGEMENT OF FUNDS. THESE FEES HELP OFFSET WHF OPERATING COST. |
| $129,180 | $123,857 | $0 | OUTREACH AND ENGAGEMENT: THE OFFICE OF PROGRAMS AND OUTREACH HELPS PEOPLE CONNECT WITH THEIR PAST BY PUBLISHING BOOKS AND MAGAZINES, PROVIDING EXPERT PROFESSIONAL ADVICE TO LOCAL HISTORIANS, AND SUPPORTING K-12 STUDENTS AND TEACHERS. IT ALSO OFFERS TRAVELLING EXHIBITS AND SPEAKERS TO COMMUNITY CENTERS, LIBRARIES, SCHOOLS, AND OTHER ORGANIZATIONS AROUND THE STATE, VISITING HUNDREDS OF COMMUNITIES EACH YEAR. |
| $57,082 | $30,184 | $0 | HISTORIC PRESERVATION AND PUBLIC HISTORY: THE SOCIETY IS THE FEDERALLY-DESIGNATED STATE HISTORIC PRESERVATION OFFICE (SHPO). IN PARTNERSHIP WITH COMMUNITIES, ORGANIZATIONS AND INDIVIDUALS, THE SHPO WORKS TO IDENTIFY, INTERPRET AND PRESERVE HISTORIC PLACES FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $719,788 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $598,789 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $17,199 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,199,016 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE LUSSIER | PersonNm |
| Phone | 6082646590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| PATRICK FEE | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL PFEIFFER | |||||||
| VICE CHAIR/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CATHI WIEBRECHT-SEARER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE DEI ROSSI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY PESICKA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN BURKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CONRAD GOODKIND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLA ASHENHURST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY ANDERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL COVALESKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY ELLINGSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARL ROBE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID RYDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY JANISZEWSKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE VILLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REED HALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON ADAMANY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA BARTELL | |||||||
| EX-OFFICIO VOTING MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD SCHOTT | |||||||
| EX-OFFICIO VOTING MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA JEFFERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA RUIZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA RICHARDS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CRANE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE LUSSIER | |||||||
| EXECUTIVE DIRECTOR | 39.00 | Yes (X) | $148,355 | $0 | $15,931 | 1.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN OVERLAND | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5783 GOLDEN TERRACE | AddressLine1Txt |
| City | FITCHBURG | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DEVELOPMENT SUPPORT SERVICES | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $157,617 | RelatedOrganizationsAmt |
| All Other Contributions | $4,636,357 | AllOtherContributionsAmt |
| Noncash Contributions | $34,163 | NoncashContributionsAmt |
| Total Contributions | $4,793,974 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 712120 | BusinessCd |
| Total Revenue Column | $2,453,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,453,718 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,453,718 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,240,621 | TotalRevenueColumnAmt |
| Exclusion | $1,240,621 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,488,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,453,718 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,240,621 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,016,386 | TotalAmt |
| Program Services | $3,016,386 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,258 | TotalAmt |
| Management And General | $105,155 | ManagementAndGeneralAmt |
| Fundraising | $70,103 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,519,447 | TotalAmt |
| Program Services | $209,049 | ProgramServicesAmt |
| Management And General | $844,218 | ManagementAndGeneralAmt |
| Fundraising | $466,180 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,106 | TotalAmt |
| Program Services | $19,503 | ProgramServicesAmt |
| Management And General | $88,571 | ManagementAndGeneralAmt |
| Fundraising | $50,032 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,704 | TotalAmt |
| Program Services | $36,106 | ProgramServicesAmt |
| Management And General | $163,973 | ManagementAndGeneralAmt |
| Fundraising | $92,625 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,293 | TotalAmt |
| Program Services | $16,442 | ProgramServicesAmt |
| Management And General | $74,671 | ManagementAndGeneralAmt |
| Fundraising | $42,180 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,718 | TotalAmt |
| Program Services | $190,212 | ProgramServicesAmt |
| Management And General | $26,012 | ManagementAndGeneralAmt |
| Fundraising | $14,494 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,050 | TotalAmt |
| Management And General | $23,050 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,487 | TotalAmt |
| Management And General | $74,487 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,452 | TotalAmt |
| Program Services | $114,705 | ProgramServicesAmt |
| Management And General | $217,475 | ManagementAndGeneralAmt |
| Fundraising | $39,272 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,469 | TotalAmt |
| Management And General | $750,469 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,660 | TotalAmt |
| Program Services | $109,578 | ProgramServicesAmt |
| Management And General | $33,951 | ManagementAndGeneralAmt |
| Fundraising | $3,131 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,653 | TotalAmt |
| Program Services | $8,201 | ProgramServicesAmt |
| Management And General | $86,452 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,672 | TotalAmt |
| Program Services | $89,754 | ProgramServicesAmt |
| Management And General | $29,918 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,374 | TotalAmt |
| Program Services | $1,252 | ProgramServicesAmt |
| Management And General | $7,689 | ManagementAndGeneralAmt |
| Fundraising | $36,433 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,565 | TotalAmt |
| Program Services | $102,000 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,863 | TotalAmt |
| Management And General | $23,863 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CULTIVATION EXPENSE | $401,785 | $285,703 | $46,276 | $69,806 |
| DUES AND SUBSCRIPTIONS | $53,295 | $125 | $46,151 | $7,019 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615 | TotalAmt |
| Fundraising | $615 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,733,852 | TotalAmt |
| Program Services | $4,199,016 | ProgramServicesAmt |
| Management And General | $2,642,946 | ManagementAndGeneralAmt |
| Fundraising | $891,890 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,277 | BOYAmt |
| EOY | $1,609,427 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,512,694 | BOYAmt |
| EOY | $216,286 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,243,589 | BOYAmt |
| EOY | $2,637,103 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,478 | BOYAmt |
| EOY | $369,860 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,058 | BOYAmt |
| EOY | $27,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,564,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333,961 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,333,332 | BOYAmt |
| EOY | $4,230,766 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,135,012 | BOYAmt |
| EOY | $42,992,130 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312,460 | BOYAmt |
| EOY | $6,650,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,186,900 | BOYAmt |
| EOY | $58,733,158 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,288 | BOYAmt |
| EOY | $494,052 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,979 | BOYAmt |
| EOY | $191,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,867 | BOYAmt |
| EOY | $9,326 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,965 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,025,000 | BOYAmt |
| EOY | $10,075,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,012,134 | BOYAmt |
| EOY | $10,784,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,840,278 | BOYAmt |
| EOY | $4,759,922 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,334,488 | BOYAmt |
| EOY | $43,188,453 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,174,766 | BOYAmt |
| EOY | $47,948,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,186,900 | BOYAmt |
| EOY | $58,733,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $754,461 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,019,148 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,388,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,356,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,842,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,296,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,636,357 | CurrentTaxYearAmt |
| Total | $43,520,945 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,388,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,356,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,842,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,296,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,636,357 | CurrentTaxYearAmt |
| Total | $43,520,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,619,487 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,901,458 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $324,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,240,621 | CurrentTaxYearAmt |
| Total | $2,472,753 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,993,698 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,752,446 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 7 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $74,962 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,978 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $466,751 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,554,793 | BeginningYearBalanceAmt |
| Contributions | $375,713 | ContributionsAmt |
| Investment Earnings Or Losses | $1,669,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $381,421 | OtherExpendituresAmt |
| End Year Balance | $19,218,740 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,750,646 | BeginningYearBalanceAmt |
| Contributions | $1,705,989 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,484,689 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $417,153 | OtherExpendituresAmt |
| End Year Balance | $17,554,793 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,758,716 | BeginningYearBalanceAmt |
| Contributions | $1,147,132 | ContributionsAmt |
| Investment Earnings Or Losses | $4,071,489 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,281 | GrantsOrScholarshipsAmt |
| Other Expenditures | $204,410 | OtherExpendituresAmt |
| End Year Balance | $18,750,646 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,892,544 | BeginningYearBalanceAmt |
| Contributions | $228,955 | ContributionsAmt |
| Investment Earnings Or Losses | $88,856 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,121 | GrantsOrScholarshipsAmt |
| Other Expenditures | $432,518 | OtherExpendituresAmt |
| End Year Balance | $13,758,716 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,918,392 | BeginningYearBalanceAmt |
| Contributions | $1,992,188 | ContributionsAmt |
| Investment Earnings Or Losses | $393,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $411,431 | OtherExpendituresAmt |
| End Year Balance | $13,892,544 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15420 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72860 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,850,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,850,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,550,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,000 | DepreciationAmt |
| Book Value | $2,380,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,961 | DepreciationAmt |
| Book Value | $766 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,230,766 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND EQUIVALENTS | $5,386,603 | F |
| LIMITED PARTNERSHIPS AND LLCS | $1,263,417 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,650,020 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $10,075,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,075,000 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HAS A FISCAL AGENT AGREEMENT WITH THE SOCIETY TO COLLECT RECEIPTS AND MAKE DISBURSEMENTS RELATED TO THE SOCIETY PRESS. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS CONSIST OF 47 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 396006447 | RecipientEIN |
| IRC Section | STATE OF WI | IRCSectionDesc |
| Cash Grant | $3,016,386 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE WISCONSIN HISTORICAL FOUNDATION'S MISSION IS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY. STAFF FROM THE FOUNDATION WORK REGULARLY WITH THE WISCONSIN HISTORICAL SOCIETY AS THEY ASSIST THE SOCIETY WITH FUNDING REQUESTS. FOUNDATION STAFF RECEIVE INVOICES AND OTHER DOCUMENTS FROM THE SOCIETY FOR SUPPORTED PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE LUSSIER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $148,355 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,825 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,106 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,286 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,163 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | WISCONSIN HISTORICAL FOUNDATION, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, QTI HUMAN RESOURCES, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WISCONSIN HISTORICAL FOUNDATION, INC, HOWEVER, QTI HUMAN RESOURCES, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM QTI HUMAN RESOURCES, LLC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVENERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. A DIRECTOR, OFFICER, OR EMPLOYEES WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| FORM 990, PART VI, SECTION B, LINE 15A | BIANNUALLY A COMPENSATION STUDY IS DONE FOR ALL POSITIONS, INCLUDING THE EXECUTIVE DIRECTOR, USING AN OUTSIDE FIRM. THIS IS ONE SOURCE OF DATA USED TO DETERMINE THE EXECUTIVE DIRECTOR COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS A REVIEW OF THE EXECUTIVE DIRECTOR AND CONSIDERS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE POSTED ON OUR WEBSITE AND OUR OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE AS REQUESTED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300595385 | EIN |
| Primary Activities | FURTHER PURPOSE OF WI HISTORICAL FDN OR STATE HISTORICAL SOCIETY OF WI | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $157,617 | InvolvedAmt |
| Method Of Amount Determination | BOOK VALUE | MethodOfAmountDeterminationTxt |
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