WISCONSIN HISTORY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HISTORY FOUNDATION INC (EIN 39-0921093)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-10
- IRS object ID
- 202010709349301601
- Schema version
- 2018v3.1
- 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 | 2020-03-10T16:34:42-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE HABLEWITZ CPA | PreparerPersonNm |
| PTIN | P01259157 | PTIN |
| Phone | 6082744020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.222.124.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-21 | IPDt |
| IP Tm | 09:09:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 50C9C09D56ED613F9D7879BDC11063DCF385CB9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | 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 | $15,767,021 | 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 | 1952 | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,827,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,388,821 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,257,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,326,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $186,197 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,507 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,270,867 | PYTotalRevenueAmt |
| CY Total Revenue | $15,767,021 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,111,862 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,116,993 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,510,034 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,487,187 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $780,851 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,800,384 | PYOtherExpensesAmt |
| CY Other Expenses | $1,796,801 | CYOtherExpensesAmt |
| PY Total Expenses | $6,422,280 | PYTotalExpensesAmt |
| CY Total Expenses | $5,400,981 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,848,587 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,366,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,134,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,867,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $621,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $539,012 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,512,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,328,442 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $2,141,854 | ExpenseAmt |
| Grant | $1,367,552 | GrantAmt |
| Revenue | $1,326,693 | RevenueAmt |
| Desc | FUNDING PROVIDED BY THE WISCONSIN HISTORICAL FOUNDATION TO THE WISCONSIN HISTORICAL SOCIETY SUPPORTS ALL AREAS OF THE SOCIETY INCLUDING HISTORIC SITES AND MUSEUMS, ITS LIBRARY AND ARCHIVES, PUBLIC HISTORY AND HISTORIC PRESERVATION, AND THE WHS PRESS. THROUGH THOSE PROGRAM AREAS THE SOCIETY WAS ABLE TO PUT ON OVER 400 STATEWIDE PROGRAMS AND HOST THOUSANDS OF VISITORS TO THE 12 HISTORIC SITES AND MUSEUMS LOCATED ACROSS THE STATE. EACH YEAR THE SOCIETY IMPACTS OVER 3 MILLION USERS BETWEEN THE SITES, LIBRARY, WEBSITE, AND ARCHIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $749,441 | ExpenseAmt |
| Grant | $749,441 | GrantAmt |
| Desc | THE WISCONSIN HISTORICAL FOUNDATION, INC. IS IN THE EARLY PHASES OF A CAMPAIGN TO BUILD A NEW WISCONSIN HISTORY MUSEUM. IN 2017, AT THE REQUEST OF THE WISCONSIN HISTORICAL SOCIETY'S BOARD OF CURATORS, THE WISCONSIN HISTORICAL FOUNDATION, INC. BOARD APPROVED A MOTION TO BEGIN A CAPITAL CAMPAIGN TO RAISE $50 MILLION FOR THE NEW MUSEUM PROJECT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,891,295 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CATHERINE ORTON | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRI RICHARDS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN CRANE | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK FEE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER BERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DOHMEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONA VOGEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE VILLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL YOUNGMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA PREHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN BRENTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH JEFFERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HER-XIONG | ||||||
| DIRECTOR (THRU SEPTEMBER 14) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID RYDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK REINHART | ||||||
| DIRECTOR (THRU AUGUST 27) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEREK TYUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHI WIEBRECHT-SEARER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE DEI ROSSI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSIE GARCIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN LANGILL | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ED MURRAY | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN PFEIFFER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KARL ROBE | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HUBER | ||||||
| EX-OFFICIO VOTING MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN RUDE | ||||||
| EX-OFFICIO VOTING MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE LUSSIER | ||||||
| EXECUTIVE DIRECTOR (BEGINNING FEBRUARY) | 40.00 | Yes (X) | $107,182 | $0 | $22,721 | |
| DAVID WILDER | ||||||
| EXECUTIVE DIRECTOR (THROUGH JANUARY) | 40.00 | Yes (X) | $156,526 | $0 | $37,298 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $263,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,019 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $14,388,821 | AllOtherContributionsAmt |
| Noncash Contributions | $131,140 | NoncashContributionsAmt |
| Total Contributions | $14,388,821 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE INCOME | 561110 | $1,168,890 | $1,168,890 |
| MANAGEMENT FEES | 561110 | $124,557 | $124,557 |
| CONFERENCE REVENUE | 561290 | $33,246 | $33,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,326,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,507 | TotalRevenueColumnAmt |
| Exclusion | $51,507 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,767,021 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,326,693 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,507 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,116,993 | TotalAmt |
| Program Services | $2,116,993 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,539 | TotalAmt |
| Program Services | $72,096 | ProgramServicesAmt |
| Management And General | $105,752 | ManagementAndGeneralAmt |
| Fundraising | $114,691 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,055 | TotalAmt |
| Program Services | $176,927 | ProgramServicesAmt |
| Management And General | $288,857 | ManagementAndGeneralAmt |
| Fundraising | $313,271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,292 | TotalAmt |
| Program Services | $66,356 | ProgramServicesAmt |
| Management And General | $139,719 | ManagementAndGeneralAmt |
| Fundraising | $94,217 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,301 | TotalAmt |
| Program Services | $28,416 | ProgramServicesAmt |
| Management And General | $41,681 | ManagementAndGeneralAmt |
| Fundraising | $45,204 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,991 | TotalAmt |
| Program Services | $133,169 | ProgramServicesAmt |
| Management And General | $12,801 | ManagementAndGeneralAmt |
| Fundraising | $12,021 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,663 | TotalAmt |
| Program Services | $7,258 | ProgramServicesAmt |
| Management And General | $167,755 | ManagementAndGeneralAmt |
| Fundraising | $96,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,801 | TotalAmt |
| Program Services | $558 | ProgramServicesAmt |
| Management And General | $223,293 | ManagementAndGeneralAmt |
| Fundraising | $2,950 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,767 | TotalAmt |
| Program Services | $238,988 | ProgramServicesAmt |
| Management And General | $97,788 | ManagementAndGeneralAmt |
| Fundraising | $41,991 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,522 | TotalAmt |
| Management And General | $67,522 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,540 | TotalAmt |
| Program Services | $16,491 | ProgramServicesAmt |
| Management And General | $9,773 | ManagementAndGeneralAmt |
| Fundraising | $4,276 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,717 | TotalAmt |
| Program Services | $7,095 | ProgramServicesAmt |
| Management And General | $25,228 | ManagementAndGeneralAmt |
| Fundraising | $45,394 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,708 | TotalAmt |
| Program Services | $13,720 | ProgramServicesAmt |
| Management And General | $3,189 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,261 | TotalAmt |
| Management And General | $2,261 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,410 | TotalAmt |
| Management And General | $4,410 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $504,420 | $504,420 | ||
| DUES AND SUBSCRIPTIONS | $34,704 | $16,386 | $13,228 | $5,090 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,297 | TotalAmt |
| Fundraising | $4,297 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400,981 | TotalAmt |
| Program Services | $2,891,295 | ProgramServicesAmt |
| Management And General | $1,728,835 | ManagementAndGeneralAmt |
| Fundraising | $780,851 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,751 | BOYAmt |
| EOY | $120,365 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,013,466 | BOYAmt |
| EOY | $5,821,302 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,319,208 | BOYAmt |
| EOY | $11,486,108 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,767 | BOYAmt |
| EOY | $90,399 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,866 | BOYAmt |
| EOY | $23,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $159,662 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,327 | BOYAmt |
| EOY | $5,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,665,291 | BOYAmt |
| EOY | $13,497,372 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,062 | BOYAmt |
| EOY | $823,519 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,134,738 | BOYAmt |
| EOY | $31,867,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $468,836 | BOYAmt |
| EOY | $282,057 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,528 | BOYAmt |
| EOY | $81,385 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,695 | BOYAmt |
| EOY | $116,287 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,738 | BOYAmt |
| EOY | $59,283 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,797 | BOYAmt |
| EOY | $539,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,401 | BOYAmt |
| EOY | $2,457,702 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,222,759 | BOYAmt |
| EOY | $17,909,053 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,056,781 | BOYAmt |
| EOY | $10,961,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,512,941 | BOYAmt |
| EOY | $31,328,442 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,134,738 | BOYAmt |
| EOY | $31,867,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,366,040 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $449,461 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,058,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,767,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,862,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,827,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,388,821 | CurrentTaxYearAmt |
| Total | $35,904,377 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,237,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,257,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,326,693 | CurrentTaxYearAmt |
| Total | $5,275,275 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,625,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,654,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,100,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,084,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,715,514 | CurrentTaxYearAmt |
| Total | $41,179,652 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,415,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,193,722 | CurrentTaxYearAmt |
| Total | $3,085,898 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,415,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,193,722 | CurrentTaxYearAmt |
| Total | $3,085,898 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,093,754 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,507 | CurrentTaxYearAmt |
| Total | $655,397 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,507 | CurrentTaxYearAmt |
| Total | $655,397 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,749,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,784,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,263,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,270,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,767,021 | CurrentTaxYearAmt |
| Total | $41,835,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89740 | PublicSupportPY509Pct |
| Investment Income CY | 0.01570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $17,870 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $137,740 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,574,703 | BeginningYearBalanceAmt |
| Contributions | $1,045,307 | ContributionsAmt |
| Investment Earnings Or Losses | $677,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $379,165 | OtherExpendituresAmt |
| End Year Balance | $11,918,392 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,486,372 | BeginningYearBalanceAmt |
| Contributions | $482,178 | ContributionsAmt |
| Investment Earnings Or Losses | $1,234,199 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $628,046 | OtherExpendituresAmt |
| End Year Balance | $10,574,703 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,940,984 | BeginningYearBalanceAmt |
| Contributions | $374,207 | ContributionsAmt |
| Investment Earnings Or Losses | -$428,695 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $400,124 | OtherExpendituresAmt |
| End Year Balance | $9,486,372 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,598,040 | BeginningYearBalanceAmt |
| Contributions | $1,488,628 | ContributionsAmt |
| Investment Earnings Or Losses | $223,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $369,416 | OtherExpendituresAmt |
| End Year Balance | $9,940,984 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,662 | DepreciationAmt |
| Book Value | $5,065 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,065 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL GIFT ANNUITY | Desc |
| Amt | $59,283 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,283 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE WISCONSIN HISTORICAL FOUNDATION, INC. COLLECTS RECEIPTS AND MAKES DISBURSEMENTS ON BEHALF OF THE WISCONSIN HISTORICAL SOCIETY FOR THE SOCIETY'S PRESS BOOK. |
| PART V, LINE 4: | THE WISCONSIN HISTORICAL FOUNDATION, INC. USES EARNINGS FROM ENDOWMENT FUNDS TO SUPPORT THE VARIOUS DIVISIONS WITHIN THE WISCONSIN HISTORICAL SOCIETY INCLUDING HISTORIC SITES AND MUSEUMS, LIBRARY AND ARCHIVES, AND HISTORIC PRESERVATION AND PUBLIC HISTORY. |
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 | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $2,116,993 | CashGrantAmt |
| 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) |
|---|---|---|
| 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 | DAVID WILDER | PersonNm |
| Title | EXECUTIVE DIRECTOR (THROUGH JANUARY) | TitleTxt |
| Base Compensation Filing Org | $156,526 | 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 | $15,605 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $21,693 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $193,824 | 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 | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $131,140 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE 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 15 | COMPENSATION LEVELS ARE ESTABLISHED BASED ON AN ANNUAL PERFORMANCE REVIEW GIVEN BY THE BOARD CHAIR BASED ON INPUT FROM THE EXECUTIVE COMMITTEE. QTI CONSULTING, INC. WAS ENGAGED IN 2019 BY THE WISCONSIN HISTORICAL FOUNDATION TO COMPLETE AN EXTERNAL MARKET COMPENSATION ANALYSIS OF ALL ACTIVE EMPLOYEES THROUGH THE IDENTIFICATION OF APPROPRIATE SURVEY SOURCES AND COLLECTION OF BASE PAY AND TOTAL CASH COMPENSATION MARKET DATA. BASED ON THE 2019 MARKET ANALYSIS, THE CURRENT FOUNDATION LEVELS OF PAY APPEAR REASONABLE AND COMPETITIVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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 | HOLDS TITLE TO REAL PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | 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 | N | TransactionTypeTxt |
| Involved | $488,995 | InvolvedAmt |
| Method Of Amount Determination | MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments