Fort Atkinson Historical Society
- Assets
- $1.4m
- Revenue
- $263.1k
- Investments
- $0.0
- Employees
- 7
- Location
- Fort Atkinson, WI
- Founding
- 09/1968
- Data as of
- 12/2021
- EIN
- 39-1193300
Organization Overview
Fort Atkinson Historical Society is located in Fort Atkinson, WI. The organization was established in 1968. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Fort Atkinson Historical Society employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fort Atkinson Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Fort Atkinson Historical Society generated $263.1k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 32.4% each year . All expenses for the organization totaled $113.5k during the year ending 12/2021. While expenses have increased by 3.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
RECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RECORDING, PRESERVING AND DISPLAYING THE HISTORY AND HERITAGE OF FORT ATKINSON THROUGH COLLECTIONS AND EXHIBITS AT THE HOARD HISTORICAL MUSEUM AND NATIONAL DAIRY SHRINE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Loren Gray Presidenttreasurer | OfficerTrustee | 1 | $0 |
Bill Camplin Secretary | OfficerTrustee | 1 | $0 |
Marie Nelson VP | OfficerTrustee | 1 | $0 |
Joel Winn Member | Trustee | 1 | $0 |
John Molinaro Member | Trustee | 1 | $0 |
Sue Johnson Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $17,950 |
| Fundraising events | $0 |
| Related organizations | $5,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $126,345 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $149,295 |
| Total Program Service Revenue | $0 |
| Investment income | $109,148 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,195 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $3,424 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $263,062 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $57,777 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $4,420 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $937 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $5,670 |
| Office expenses | $20,455 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $1,943 |
| Total functional expenses | $113,508 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $142,257 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $9 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $17,095 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $25,950 |
| Investments—publicly traded securities | $1,219,106 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,404,417 |
| Accounts payable and accrued expenses | $67,469 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $67,469 |
| Net assets without donor restrictions | $1,336,948 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,404,417 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Fort Atkinson Historical Society has recieved totaling $15,005.
| Awarding Organization | Amount |
|---|---|
Theodore W Batterman Family Foundation Inc Milwaukee, WI PURPOSE: PROGRAM SUPPORT | $10,000 |
Elizabeth Jones Chisholm Charitable Trust Milwaukee, WI PURPOSE: UNRESTRICTED AND SPECIAL PROGRAMING | $5,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $5 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dubuque County Historical Society Dubuque, IA | $42,203,208 | $9,721,079 |
Heritage Mark Foundation East Lansing, MI | $12,066,077 | $372,589 |
Detroit Historical Society Detroit, MI | $8,852,742 | $2,440,000 |
Carriage Town Ministries Flint, MI | $8,458,686 | $3,709,862 |
Minnesota Landmarks St Paul, MN | $7,312,284 | $2,339,984 |
Friends Of The Chicago River Chicago, IL | $1,960,790 | $1,822,157 |
Midwest Art Conservation Center Inc Minneapolis, MN | $2,125,685 | $1,795,271 |
Iowa Railroad Historical Society Boone, IA | $4,623,282 | $1,830,405 |
Landmarks Preservation Council Chicago, IL | $10,408,115 | $1,991,527 |
Historical Society Of Michigan Lansing, MI | $2,060,475 | $1,664,694 |
Michigan State Tr For Railway Pres Inc Owosso, MI | $6,031,068 | $2,296,352 |
Ramsey County Historical Society Inc Saint Paul, MN | $5,355,556 | $1,137,123 |