2023-03-16T12:49:14-05:00 2022-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2021-07-01 390921093 WISCONSIN HISTORICAL FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 JULIE LUSSIER EXECUTIVE DIRECTOR 6082646460 2023-03-15 1 JULIE LUSSIER 999009999 MIKE HABLEWITZ CPA P01259157 6082744020 2023-03-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JULIE LUSSIER 816 STATE ST MADISON WI 537061417 14378166 0 X WWW.WISCONSINHISTORY.ORG/WHF X 1954 WI 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. 22 22 30 25 0 0 6842968 11296290 1679633 2499111 273488 582765 0 0 8796089 14378166 1514490 3195367 0 0 1835027 1832848 0 0 621329 1258006 2088109 4607523 7116324 4188566 7261842 42675749 57186900 470780 11012134 42204969 46174766 X 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. 0 0 1643172 1578495 0 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. 1267013 1099277 0 HISTORY CENTER CAMPAIGN: TO RAISE FUNDS TO SUPPORT THE PLANNING, DESIGN, AND CONSTRUCTION OF A NEW HISTORY CENTER. 532215 0 2244296 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. 211968 127912 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. 185098 176389 39151 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 DETERMINES FUNDS TO BE TRANSFERRED. DEPENDING ON THE FUND TYPE, WHF CHARGES FEES FOR THE MANAGEMENT OF FUNDS. THESE FEES HELP OFFSET WHF OPERATING COST. 167101 161070 5000 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. 81094 52224 210664 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. 645261 517595 254815 4087661 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 24 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X JULIE LUSSIER 6082646590 816 STATE ST MADISON WI 537061417 THERESA RICHARDS CHAIR 1.00 X X 0 0 0 PATRICK FEE VICE CHAIR 1.00 X X 0 0 0 SUSAN CRANE SECRETARY 1.00 X X 0 0 0 DANIEL PFEIFFER TREASURER 1.00 X X 0 0 0 DIANE DEI ROSSI DIRECTOR 1.00 X 0 0 0 GARY PESICKA DIRECTOR 1.00 X 0 0 0 ELLEN LANGILL DIRECTOR 1.00 X 0 0 0 CONRAD GOODKIND DIRECTOR 1.00 X 0 0 0 CATHERINE ORTON DIRECTOR 1.00 X 0 0 0 SANDY ANDERSON DIRECTOR 1.00 X 0 0 0 LINDA PREHN DIRECTOR 1.00 X 0 0 0 JACK RHODES DIRECTOR 1.00 X 0 0 0 KARL ROBE DIRECTOR 1.00 X 0 0 0 DAVID RYDER DIRECTOR 1.00 X 0 0 0 JERRY JANISZEWSKI DIRECTOR 1.00 X 0 0 0 JANE VILLA DIRECTOR 1.00 X 0 0 0 REED HALL DIRECTOR 1.00 X 0 0 0 CATHI WIEBRECHT-SEARER DIRECTOR 1.00 X 0 0 0 ANGELA BARTELL EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 GREGORY HUBER EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 JOSHUA JEFFERS DIRECTOR 1.00 X 0 0 0 ANDREA RUIZ DIRECTOR 1.00 X 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 39.00 1.00 X 136585 0 28292 136585 0 28292 1 0 1 0 CHRISTIAN OVERLAND 5783 GOLDEN TERRACE FITCHBURG WI 53711 DEVELOPMENT SUPPORT SERVICES 120000 1 11296290 1978168 11296290 SERVICE FEES 712120 2499111 2499111 2499111 582765 582765 14378166 2499111 0 582765 3195367 3195367 172057 103234 68823 1192507 181658 680262 330587 138712 18466 79645 40601 223501 29754 128328 65419 106071 14121 60903 31047 236597 198290 23813 14494 23077 23077 57481 57481 328262 29303 267929 31030 680251 680251 51091 28018 21767 1306 126471 8107 118364 114970 93827 21143 16324 769 6456 9099 68565 68000 565 12003 12003 CULTIVATION EXPENSE 314069 220787 72015 21267 DUES AND SUBSCRIPTIONS 57242 125 50098 7019 1706 1069 637 7116324 4087661 2407334 621329 902443 201277 11503858 8512694 6500445 3243589 134377 423478 13374 25058 4564727 231395 1897 4333332 20630153 38135012 2989202 2312460 42675749 57186900 452363 538288 0 438979 0 9867 18417 0 0 10025000 470780 11012134 X 4245522 3840278 37959447 42334488 42204969 46174766 42675749 57186900 7261842 -3292045 0 X 0 1 X 1 0 X 8827570 14388821 6356509 6842968 11296290 47712158 8827570 14388821 6356509 6842968 11296290 47712158 11666923 36045235 186197 51507 324372 273488 582765 1418329 49130487 8555828 0.73370 0.75210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 60595 1718 352280 1 1 0 1 X 18750646 1705989 -2484689 417153 17554793 13758716 1147132 4071489 22281 204410 18750646 13892544 228955 88856 19121 432518 13758716 11918392 1992188 393395 411431 13892544 10574703 1045307 677547 379165 11918392 0.14110 0.78930 0.06960 0 0 1850000 1850000 2550000 68000 2482000 164727 163395 1332 4333332 REFUNDABLE ADVANCE 10025000 10025000 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. 1 WISCONSIN HISTORICAL SOCIETY 816 STATE ST MADISON WI 537061417 396006447 STATE OF WI 3195367 0 GENERAL SUPPORT 1 0 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 118904 0 17681 0 0 0 0 0 28292 0 164877 0 0 0 X 5 490228 QUOTED MARKET PRICES X LAND AND BUILDING 1 1450000 REAL ESTATE APPRAISA X EQUIPMENT AND SUPPLIES 1 37940 COST 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B) 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. WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC 816 STATE ST MADISON WI 537061417 300595385 FURTHER PURPOSE OF WI HISTORICAL FDN OR STATE HISTORICAL SOCIETY OF WI WI 501(C)(3) LINE 12A, I WISCONSIN HISTORICAL FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0