2014-12-15T14:22:48-06:00 2014-06-30 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2013-07-01 390921093 WISCONSIN HISTORICAL FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 DAVID WILDER MANAGING DIRECTOR 6082646460 2014-12-10 1 SCOTT HAUMERSEN CPA P00084908 6082744020 2013 2015-11-30 17:44:51Z DAVID WILDER 816 STATE ST MADISON WI 537061417 4897763 0 X WWW.WISCONSINHISTORY.ORG/WHF X 1952 WI THE WISCONSIN HISTORICAL FOUNDATION EXISTS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY: TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. 19 19 38 25 0 0 4289497 3885443 767386 445795 93374 276359 0 0 5150257 4607597 1706625 0 0 0 1446034 1425536 94293 0 1144358 2602312 2747215 5849264 4172751 -699007 434846 12723700 14064703 381789 376449 12341911 13688254 THE WISCONSIN HISTORICAL FOUNDATION EXISTS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY: TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING AND SHARING STORIES. 0 0 192811 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. 1508382 432423 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. 785339 13372 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. 2486532 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 38 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 CHRISTOPHER BERRY PRESIDENT 1.00 X X 0 0 0 MICHAEL YOUNGMAN VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN BRENTON TREASURER 1.00 X X 0 0 0 LOREN ANDERSON SECRETARY 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 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 RHONA VOGEL DIRECTOR 1.00 X 0 0 0 DAVID ZWEIFEL DIRECTOR 1.00 X 0 0 0 SCOTT KOWALSKI DIRECTOR 1.00 X 0 0 0 JEFF RIESTER DIRECTOR 1.00 X 0 0 0 DAVE STOEFFEL DIRECTOR 1.00 X 0 0 0 SARAH TRAAS DIRECTOR 1.00 X 0 0 0 DIANE NIXA EXECUTIVE DIRECTOR 40.00 X 156475 0 28689 DAVID WILDER MANAGING DIRECTOR 40.00 X 28135 0 6365 184610 0 35054 1 0 1 0 PRICE JONES CONSULTING LLP 427 N SAINT ASAPH ST ALEXANDRIA VA 22314 CONSULTING 276440 1 3885443 192909 3885443 MANAGEMENT FEES 561110 275821 275821 OTHER PROGRAM SERVICES 900099 96613 96613 CONSULTING FEES 541611 59989 59989 MUSEUM PROJECT 900099 13372 13372 445795 162033 162033 404492 290166 114326 114326 114326 4607597 445795 0 276359 269666 216803 52863 796695 332769 463926 61490 23707 37783 214443 77212 14175 123056 83242 26637 14151 42454 747646 473681 44096 229869 16524 16524 48757 48757 33345 14005 3668 15672 143152 126616 5517 11019 963286 877868 34335 51083 57150 6348 49617 1185 101268 63462 36444 1362 104221 49091 22268 32862 19437 19437 17901 697 15936 1268 4442 4176 133 133 EXHIBITS AND COLLECTION 337752 337752 152334 72511 79823 4172751 2486532 541861 1144358 323640 193223 1117672 1186285 1140269 1630254 169388 70376 139293 141134 160770 130489 60681 30281 7893155 8810162 1879602 2002988 12723700 14064703 158832 134791 43941 99888 83358 83950 23186 72472 57820 381789 376449 X -1074678 -375741 6301219 6601514 7115370 7462481 12341911 13688254 12723700 14064703 434846 911866 -369 0 X 0 1 X 1 0 X 5763601 2808492 3109974 4289497 3885443 19857007 767386 445795 1213181 5763601 2808492 3109974 5056883 4331238 21070188 74150 72574 53230 94239 427946 722139 0 74150 72574 53230 94239 427946 722139 20348049 117910 121032 102580 93374 162033 596929 117910 121032 102580 93374 162033 596929 77030 77030 5958541 2929524 3212554 5150257 4493271 21744147 0.93580 0.93470 0.02750 0.02820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7592478 373082 1025355 392875 8598040 6657721 315366 1060812 441421 7592478 8430304 794925 -52727 84685 2419766 10330 6657721 3638884 4100167 843552 56117 74293 21889 8430304 3192929 80000 495853 55569 55683 18646 3638884 0.86790 0.13210 1 0 160770 130489 30281 30281 LIMITED PARTNERSHIPS AND LLCS 2002988 F 2002988 ANNUAL GIFT ANNUITY 57820 57820 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 0 0 0 0 0 0 0 0 0 DIANE NIXA EXECUTIVE DIRECTOR 146475 0 10000 0 0 0 0 0 28689 0 185164 0 0 0 X 22 192909 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 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.