2017-02-06T16:04:27-06:00 2016-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2015-07-01 390921093 WISCONSIN HISTORICAL FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 DAVID WILDER EXECUTIVE DIRECTOR 6082646460 2017-01-24 1 MIKE HABLEWITZ 6082744020 2015 2021-01-29 14:40:06Z DAVID WILDER 816 STATE ST MADISON WI 537061417 4784335 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. 26 26 27 26 0 0 4058720 3767072 566307 887217 124270 130046 0 0 4749297 4784335 0 0 0 0 1505267 1492650 0 0 608940 3154637 2533180 4659904 4025830 89393 758505 14126155 14385688 369792 436224 13756363 13949464 TO SUPPORT THE WISCONSIN HISTORICAL SOCIETY'S MISSION TO HELP CONNECT PEOPLE TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. 0 0 2095139 770917 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 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. 293732 108080 IN NOVEMBER 2014, THE WISCONSIN HISTORICAL FOUNDATION ENTERED INTO AN AGREEMENT WITH THE WISCONSIN HISTORICAL SOCIETY TO OPERATE THE SOCIETY'S MARKETING DEPARTMENT. THE PURPOSE OF THE MARKETING DEPARTMENT IS TO INCREASE THE IMPACT OF SOCIETY PROGRAMS BY INCREASING THE ENGAGEMENT WITH EXISTING AUDIENCES AND EXPANDING THE SOCIETY'S IMPACT TO NEW AUDIENCES. 22340 8220 IN MARCH 2013, THE WISCONSIN HISTORICAL FOUNDATION ENTERED INTO A JOINT CAMPAIGN AGREEMENT WITH THE WISCONSIN VETERANS MUSEUM FOUNDATION. THE PURPOSE OF THE JOINT CAMPAIGN IS TO RAISE FUNDS FROM PRIVATE SOURCES AND TO DISBURSE THEM AS AND WHEN NECESSARY TO DEVELOP, CONSTRUCT, EQUIP, AND OPERATE THE WISCONSIN HISTORY CENTER. 2411211 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 27 1 0 0 0 0 0 0 0 0 0 0 X 26 26 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 LOREN ANDERSON SECRETARY 1.00 X X 0 0 0 CATHERINE ORTON TREASURER 1.00 X X 0 0 0 RENEE BOLDT DIRECTOR 1.00 X 0 0 0 ROBERT DOHMEN DIRECTOR 1.00 X 0 0 0 DENNIS DORN DIRECTOR 1.00 X 0 0 0 JOHN EVANS DIRECTOR 1.00 X 0 0 0 C FREDERICK GEILFUSS II DIRECTOR 1.00 X 0 0 0 THOMAS MOHS DIRECTOR 1.00 X 0 0 0 PETER OSTLIND DIRECTOR 1.00 X 0 0 0 GREG POPLETT 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 DAVE ZWEIFEL 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 JENNIFER HILL-KELLEY DIRECTOR 1.00 X 0 0 0 TERRI RICHARDS 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 GREG WESLEY DIRECTOR 1.00 X 0 0 0 CONRAD GOODKIND EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 CHRISTOPHER BERRY DIRECTOR 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 102175 0 15660 102175 0 15660 1 0 0 0 0 3767072 50779 3767072 OTHER PROGRAM SERVICES 900099 535125 535125 MANAGEMENT FEES 561110 255602 255602 CONFERENCE REVENUE 561290 96490 96490 887217 130046 130046 4784335 887217 0 130046 126986 88890 38096 1026255 386367 365860 274028 245321 82189 96736 66396 94088 31522 37101 25465 587763 422703 83895 81165 15000 15000 28726 28726 160494 139100 12634 8760 796574 623189 137687 35698 48180 594 47586 137895 100143 37752 100762 49558 26587 24617 21064 11279 6670 3115 8434 697 7737 2032 1849 168 15 EXHIBITS AND COLLECTION 562021 562021 64235 12650 51585 4025830 2411211 1005679 608940 128261 106572 923588 854766 1363516 1977795 142336 277293 874 918 160770 148594 48565 12176 9492303 9050942 2026712 2105226 14126155 14385688 194574 270635 93944 82404 9848 19558 71426 63627 369792 436224 X -180654 -432358 5147162 5387144 8789855 8994678 13756363 13949464 14126155 14385688 758505 -565404 0 X 0 1 X 1 0 X 3109974 4289497 3885443 4058720 3767072 19110706 767386 445795 566307 887217 2666705 3109974 5056883 4331238 4625027 4654289 21777411 172014 100089 472617 210260 121124 1076104 0 172014 100089 472617 210260 121124 1076104 20701307 102580 93374 162033 124270 130046 612303 102580 93374 162033 124270 130046 612303 3212554 5150257 4493271 4749297 4784335 22389714 0.92460 0.92910 0.02730 0.02940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 9940984 374207 -428695 400124 9486372 8598040 1488628 223732 369416 9940984 7592478 373082 1025355 392875 8598040 6657721 315366 1060812 441421 7592478 8430304 794925 -52727 84685 2419766 10330 6657721 0.94820 0.05180 1 0 160770 148594 12176 12176 LIMITED PARTNERSHIPS AND LLCS 2105226 F 2105226 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 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. X 6 50779 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 11 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 BOARD CHAIR BASED ON INPUT FROM THE EXECUTIVE COMMITTEE. 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.