2018-02-22T13:24:46-06:00 2017-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-07-01 390921093 WISCONSIN HISTORICAL FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 DAVID WILDER EXECUTIVE DIRECTOR 6082646460 2018-02-20 1 MIKE HABLEWITZ CPA P01259157 6082744020 97.91.110.18 2018-02-20 10:18:27 CS P F5220C048E8F4764883E15D3AD23391DA5D6985E 38ADCCD4451C13DD10062D258D4F13D8E82D36F2 2016 2021-01-29 14:40:06Z DAVID WILDER 816 STATE ST MADISON WI 537061417 6263529 0 X WWW.WISCONSINHISTORY.ORG/WHF X 1952 WI TO SUPPORT THE WISCONSIN HISTORICAL SOCIETY'S MISSION TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. 24 24 24 25 0 0 3767072 4862194 887217 1237958 130046 163377 0 0 4784335 6263529 0 2769323 0 0 1492650 1280240 0 0 408308 2533180 1039495 4025830 5089058 758505 1174471 14385688 16609524 436224 502435 13949464 16107089 TO SUPPORT THE WISCONSIN HISTORICAL SOCIETY'S MISSION TO HELP CONNECT PEOPLE TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. 0 0 2675806 2552092 291061 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 WISCONSIN HISTORICAL SOCIETY PRESS. THROUGH THOSE PROGRAM AREAS THE SOCIETY WAS ABLE TO PUT ON OVER 400 STATEWIDE PROGRAMS AND HOST THOUSANDS OF VISITORS TO THE 11 HISTORIC SITES AND MUSEUMS LOCATED ACROSS THE STATE. EACH YEAR THE SOCIETY IMPACTS OVER 3 MILLION USERS BETWEEN THE SITES, LIBRARY, WEBSITE, AND ARCHIVES. 18600 18600 THE WISCONSIN HISTORICAL FOUNDATION IS IN VERY 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'S GOVERNING BODY APPROVED A MOTION TO BEGIN A CAPITAL CAMPAIGN TO RAISE $50 MILLION FOR THE NEW MUSEUM PROJECT. 220371 198631 IN 2017 THE WISCONSIN HISTORICAL FOUNDATION RECEIVED THE FIRST CONTRIBUTIONS FOR A CAPITAL CAMPAIGN AT OLD WORLD WISCONSIN. THE CAMPAIGN IS FOCUSED ON CREATING A NEW ENTRY EXPERIENCE AT OLD WORLD WISCONSIN. THE TOTAL CAMPAIGN GOAL IS $6.7 MILLION. ONCE COMPLETE THE NEW ENTRY EXPERIENCE WILL FEATURE MODERN GUEST AMENITIES, STEM LEARNING AREA, AND HERITAGE BREWERY. 612066 946897 612066 946897 3526843 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 22 0 24 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 WI X DAVID WILDER 6082646590 816 STATE ST MADISON WI 537061417 MICHAEL YOUNGMAN CHAIR 1.00 X X 0 0 0 STEPHEN BRENTON VICE CHAIR 1.00 X X 0 0 0 TERRI RICHARDS SECRETARY 1.00 X X 0 0 0 CATHERINE ORTON TREASURER 1.00 X X 0 0 0 CHRIS BERRY DIRECTOR 1.00 X 0 0 0 ROBERT DOHMEN DIRECTOR 1.00 X 0 0 0 SUSAN CRANE DIRECTOR 1.00 X 0 0 0 JANE VILLA DIRECTOR 1.00 X 0 0 0 JACK RHODES DIRECTOR 1.00 X 0 0 0 PETER OSTLIND DIRECTOR 1.00 X 0 0 0 JENNIFER HILL-KELLEY DIRECTOR 1.00 X 0 0 0 LINDA PREHN DIRECTOR 1.00 X 0 0 0 RHONA VOGEL DIRECTOR 1.00 X 0 0 0 RICK REINHART DIRECTOR 1.00 X 0 0 0 PATRICK FEE DIRECTOR 1.00 X 0 0 0 CHRIS HER-XIONG DIRECTOR 1.00 X 0 0 0 DAVID RYDER DIRECTOR 1.00 X 0 0 0 LOREN ANDERSON DIRECTOR 1.00 X 0 0 0 WILL SCHOYER DIRECTOR 1.00 X 0 0 0 DEREK TYUS DIRECTOR 1.00 X 0 0 0 CATHI WIEBRECHT-SEARER DIRECTOR 1.00 X 0 0 0 DIANE DEI ROSSI DIRECTOR 1.00 X 0 0 0 GREGORY M WESLEY DIRECTOR 1.00 X 0 0 0 GREG HUBER EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 BRIAN RUDE EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 DAVID WILDER EXECUTIVE DIRECTOR 40.00 X 107717 0 16287 107717 0 16287 1 0 0 0 0 4862194 637864 4862194 SERVICE INCOME 561110 946897 946897 CONFERENCE REVENUE 561290 176460 176460 MANAGEMENT FEES 561110 114601 114601 1237958 163377 163377 6263529 1237958 0 163377 X 2769323 2769323 140594 98416 42178 784761 224706 338250 221805 264144 64143 124647 75354 90741 22035 42820 25886 297765 135177 160481 2107 17000 17000 32866 32866 121892 8936 99182 13774 378158 281841 84785 11532 56321 50 56254 17 43395 43395 47063 2606 30130 14327 7210 3008 3991 211 381 381 4533 4533 4601 370 4102 129 28310 14648 12674 988 5089058 3526843 1153907 408308 106572 249375 854766 2494714 1977795 2721331 277293 183292 918 4403 164727 153825 12176 10902 9050942 8585719 2105226 2359788 14385688 16609524 270635 265962 82404 78343 19558 94503 63627 63627 436224 502435 X -432358 1036503 5387144 5825507 8994678 9245079 13949464 16107089 14385688 16609524 1174471 983154 0 X 0 1 X 1 0 X 4289497 3885443 4058720 3767072 4862194 20862926 767386 445795 566307 887217 1237958 3904663 5056883 4331238 4625027 4654289 6100152 24767589 103384 476242 215965 127829 132719 1056139 0 103384 476242 215965 127829 132719 1056139 23711450 93374 162033 124270 130046 163377 673100 93374 162033 124270 130046 163377 673100 5150257 4493271 4749297 4784335 6263529 25440689 0.93200 0.92460 0.02650 0.02730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 9486372 482178 1234199 628046 10574703 9940984 374207 -428695 400124 9486372 8598040 1488628 223732 369416 9940984 7592478 373082 1025355 392875 8598040 6657721 315366 1060812 441421 7592478 0.04200 0.87430 0.08370 1 0 164727 153825 10902 10902 LIMITED PARTNERSHIPS AND LLCS 2359788 F 2359788 ANNUAL GIFT ANNUITY 63627 63627 PART IV, LINE 2B: THE WISCONSIN HISTORICAL FOUNDATION, INC. COLLECTS RECEIPTS AND MAKES DISBURSEMENTS ON BEHALF OF THE WISCONSIN HISTORICAL SOCIETY FOR THE WISCONSIN HISTORICAL SOCIETY PRESS. 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. 1 WISCONSIN HISTORICAL SOCIETY 816 STATE ST MADISON WI 537061417 396006447 WISCONSIN HISTORICAL 2769323 GENERAL SUPPORT 1 PART I, LINE 2: THE WISCONSIN HISTORICAL FOUNDATION'S MISSION IS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY. STAFF FROM THE FOUNDATION REGULARLY WORK WITH THE WISCONSIN HISTORICAL SOCIETY AS TO ASSIST THE SOCIETY WITH FUNDING REQUESTS. THE FOUNDATION'S STAFF RECEIVE INVOICES AND OTHER DOCUMENTS FROM THE SOCIETY FOR SUPPORTED PROJECTS. X 13 637864 QUOTED MARKET PRICES 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 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 15A COMPENSATION LEVELS ARE ESTABLISHED BASED ON AN ANNUAL PERFORMANCE REVIEW GIVEN BY THE CHAIR BASED ON INPUT FROM THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX: EXPENSES ASSOCIATED WITH SUPPORTING THE WISCONSIN HISTORICAL SOCIETY'S PROGRAMS ARE REPORTED AS GRANTS AND OTHER ASSISTANCE FOR THE YEAR ENDED JUNE 30, 2017. PREVIOUSLY THESE EXPENSES WERE INCLUDED IN MULTIPLE EXPENSE CATEGORIES ON THE STATEMENT OF FUNCTIONAL EXPENSES. THIS CHANGE IN PRESENTATION WAS MADE TO MORE ACCURATELY REPRESENT THE NATURE OF THE SUPPORT PROVIDED TO THE SOCIETY. WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC 816 STATE ST MADISON WI 537061417 300595385 HOLDS TITLE TO REAL PROPERTY WI 501(C)(3) LINE 12C, III-FI WISCONSIN HISTORICAL FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC N 295139 MARKET VALUE