WISCONSIN HISTORY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HISTORY FOUNDATION INC (EIN 39-0921093)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349301795
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T16:29:28-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390974031 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537133074 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390921093 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 6082646460 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537061417 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN BRENTON | Name |
| Title | TREASURER | Title |
| Phone | 6082646460 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT HAUMERSEN CPA | Name |
| PTIN | P00084908 | PTIN |
| Phone | 6082744020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN BRENTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537061417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5150257 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WISCONSINHISTORY.ORG/WHF | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 26 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3109974 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4289497 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 767386 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 93374 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 113170 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3325724 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5150257 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1706625 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1186469 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1446034 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 110986 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 94293 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 907063 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5257375 | OtherExpensePriorYear |
| Other Expenses Current Year | 2602312 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6554830 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5849264 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3229106 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -699007 | RevenuesLessExpensesCY |
| Total Assets BOY | 12589923 | TotalAssetsBOY |
| Total Assets EOY | 12723700 | TotalAssetsEOY |
| Total Liabilities BOY | 911626 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 381789 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11678297 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12341911 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2362950 | Expense |
| Grants | 1706625 | Grants |
| Description | THE GOAL OF THE FORWARD CAMPAIGN WAS TO RAISE OVER $77 MILLION DOLLARS TO SUPPORT A VARIETY OF THE WISCONSIN HISTORICAL SOCIETY'S PROGRAMS AND ACCOMPLISH THREE MAIN GOALS: TO INNOVATE, TO PRESERVE, AND TO EVOLVE. THE FORWARD CAMPAIGN WAS COMPLETED IN 2012. THE REMAINING FUNDS HELD BY THE FOUNDATION ARE BEING USED TO SUPPORT WADE HOUSE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1299736 | Expense |
| Revenue | 436386 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 500544 | Expense |
| Revenue | 331000 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4163230 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID WILDER | NamePerson |
| Telephone Number | 6082646590 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537061417 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHRISTOPHER BERRY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL YOUNGMAN | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| LOREN ANDERSON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| STEPHEN BRENTON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DIANE BALLWEG | ||||||
| DIRECTOR | 1.00 | 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 | |
| MICHAEL GOTZLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT KOWALSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES LANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS MOHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CATHERINE ORTON | ||||||
| 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 | |
| JEFFREY RIESTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID STOEFFEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH TRAAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RHONA VOGEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| G LANE WARE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID ZWEIFEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANE NIXA | ||||||
| CO-DIRECTOR | 40.00 | X | 122775 | 0 | 26442 | |
| WES MOSMAN BLOCK | ||||||
| CO-DIRECTOR | 40.00 | X | 99116 | 0 | 18941 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 221891 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45383 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 4289497 | AllOtherContributions |
| Noncash Contributions | 103744 | NoncashContributions |
| Total Contributions | 4289497 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER PROGRAM INCOME | 900099 | 436386 | 436386 |
| MUSEUM PROJECT | 900099 | 331000 | 331000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 767386 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93374 | TotalRevenueColumn |
| Exclusion | $93,374 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5150257 | TotalRevenueColumn |
| Related Or Exempt Function Income | 767386 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $93,374 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1706625 | Total |
| Program Services | 1706625 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298986 | Total |
| Management And General | 140438 | ManagementAndGeneral |
| Fundraising | 158548 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896334 | Total |
| Program Services | 453545 | ProgramServices |
| Management And General | 203683 | ManagementAndGeneral |
| Fundraising | 239106 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35853 | Total |
| Management And General | 16492 | ManagementAndGeneral |
| Fundraising | 19361 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137328 | Total |
| Management And General | 62701 | ManagementAndGeneral |
| Fundraising | 74627 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77533 | Total |
| Program Services | 39232 | ProgramServices |
| Management And General | 17618 | ManagementAndGeneral |
| Fundraising | 20683 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 851650 | Total |
| Program Services | 598125 | ProgramServices |
| Management And General | 156704 | ManagementAndGeneral |
| Fundraising | 96821 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12272 | Total |
| Management And General | 12272 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94293 | Total |
| Fundraising | 94293 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163190 | Total |
| Management And General | 20781 | ManagementAndGeneral |
| Fundraising | 142409 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 923296 | Total |
| Program Services | 856267 | ProgramServices |
| Management And General | 30390 | ManagementAndGeneral |
| Fundraising | 36639 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108814 | Total |
| Program Services | 96192 | ProgramServices |
| Management And General | 12622 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73942 | Total |
| Program Services | 42742 | ProgramServices |
| Management And General | 31200 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81853 | Total |
| Program Services | 36342 | ProgramServices |
| Management And General | 20935 | ManagementAndGeneral |
| Fundraising | 24576 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12635 | Total |
| Management And General | 12635 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11621 | Total |
| Management And General | 11621 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23828 | Total |
| Management And General | 23828 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5051 | Total |
| Management And General | 5051 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXHIBITS AND COLLECTION | Description |
| Total | 334160 | Total |
| Program Services | 334160 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5849264 | Total |
| Program Services | 4163230 | ProgramServices |
| Management And General | 778971 | ManagementAndGeneral |
| Fundraising | 907063 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1674336 | BOY |
| EOY | 323640 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392477 | BOY |
| EOY | 1117672 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700327 | BOY |
| EOY | 1140269 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29316 | BOY |
| EOY | 169388 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33026 | BOY |
| EOY | 139293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 186855 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 126174 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79627 | BOY |
| EOY | 60681 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9680814 | BOY |
| EOY | 9772757 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12589923 | BOY |
| EOY | 12723700 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355381 | BOY |
| EOY | 158832 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48081 | BOY |
| EOY | 43941 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 83358 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 444697 | BOY |
| EOY | 23186 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63467 | BOY |
| EOY | 72472 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 911626 | BOY |
| EOY | 381789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1466408 | BOY |
| EOY | -1074678 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6344701 | BOY |
| EOY | 6301219 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6800004 | BOY |
| EOY | 7115370 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11678297 | BOY |
| EOY | 12341911 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12589923 | BOY |
| EOY | 12723700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -699007 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1362621 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3494532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5763601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2808492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3109974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4289497 | CurrentTaxYear |
| Total | 19466096 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 767386 | CurrentTaxYear |
| Total | 767386 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3494532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5763601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2808492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3109974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5056883 | CurrentTaxYear |
| Total | 20233482 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72574 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94239 | CurrentTaxYear |
| Total | 322913 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 28820 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74050 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72574 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94239 | CurrentTaxYear |
| Total | 322913 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19910569 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 157456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 102580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93374 | CurrentTaxYear |
| Total | 592352 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 157456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 121032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 102580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 93374 | CurrentTaxYear |
| Total | 592352 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74674 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77030 | CurrentTaxYearMinus3Years |
| Total | 151704 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3726662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5958541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2929524 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3212554 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5150257 | CurrentTaxYear |
| Total | 20977538 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94910 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02820 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02990 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6657721 | BeginningOfYearBalance |
| Contributions | 315366 | Contributions |
| Investment Earnings Or Losses | 1060812 | InvestmentEarningsOrLosses |
| Other Expenditures | 441421 | OtherExpenditures |
| End Of Year Balance | 7592478 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8430304 | BeginningOfYearBalance |
| Contributions | 794925 | Contributions |
| Investment Earnings Or Losses | -52727 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 84685 | GrantsOrScholarships |
| Other Expenditures | 2419766 | OtherExpenditures |
| Administrative Expenses | 10330 | AdministrativeExpenses |
| End Of Year Balance | 6657721 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3638884 | BeginningOfYearBalance |
| Contributions | 4100167 | Contributions |
| Investment Earnings Or Losses | 843552 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 56117 | GrantsOrScholarships |
| Other Expenditures | 74293 | OtherExpenditures |
| Administrative Expenses | 21889 | AdministrativeExpenses |
| End Of Year Balance | 8430304 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3192929 | BeginningOfYearBalance |
| Contributions | 80000 | Contributions |
| Investment Earnings Or Losses | 495853 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 55569 | GrantsOrScholarships |
| Other Expenditures | 55683 | OtherExpenditures |
| Administrative Expenses | 18646 | AdministrativeExpenses |
| End Of Year Balance | 3638884 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3965179 | BeginningOfYearBalance |
| Contributions | 165258 | Contributions |
| Investment Earnings Or Losses | -861180 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 567 | GrantsOrScholarships |
| Other Expenditures | 59886 | OtherExpenditures |
| Administrative Expenses | 15875 | AdministrativeExpenses |
| End Of Year Balance | 3192929 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33076 | OtherCostOrOtherBasis |
| Depreciation | 9648 | Depreciation |
| Book Value | 23428 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153779 | OtherCostOrOtherBasis |
| Depreciation | 116526 | Depreciation |
| Book Value | 37253 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 60681 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL GIFT ANNUITY | Description |
| Amount | $72,472 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 72472 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICE JONES CONSULTING LLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 427 N SAINT ASAPH ST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223142317 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING AND CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 94293 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 94293 | TotalRetainedByContractors |
| Licensed States | WI | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL SOCIETY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537061417 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 396006447 | EINOfRecipient |
| IRC Section | STATE OF WISCONSIN | IRCSection |
| Amount Of Cash Grant | 1706625 | AmountOfCashGrant |
| Purpose Of Grant | WISCONSIN HISTORICAL SOCIETY PROJECTS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MANAGEMENT OF THE WISCONSIN HISTORICAL FOUNDATION, INC. ROUTINELY MEETS WITH THE WISCONSIN HISTORICAL SOCIETY'S PERSONNEL TO REVIEW THE USE OF GRANTS FUNDS TO ENSURE SUCH FUNDS ARE USED IN ACCORDANCE WITH THE DONOR REQUIREMENTS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 103744 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. CONSISTENT WITH OUR POLICY, 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 WERE ESTABLISHED BASED ON PERFORMANCE REVIEWS AND AT THE TIME THE MEMBERS OF THE GOVERNING BODY APPROVED THE BUDGET FOR THE 2013-2014 FISCAL YEAR. |
| 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. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE WAS DIVIDED INTO TWO SEPARATE COMMITTEES. THE AUDIT COMMITTEE ASSUMED RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT FOR THE 2012-2013 FISCAL YEAR. |
Comments