Waukesha County Historical Society & Museum Inc
- Assets
- $1.5m
- Revenue
- $139.5k
- Investments
- $0.0
- Employees
- 2
- Location
- Waukesha, WI
- Founding
- 11/1965
- Data as of
- 06/2021
- EIN
- 39-6056461
Organization Overview
Waukesha County Historical Society & Museum Inc is located in Waukesha, WI. The organization was established in 1965. 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 06/2021, Waukesha County Historical Society & Museum Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waukesha County Historical Society & Museum Inc 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 06/2021, Waukesha County Historical Society & Museum Inc generated $139.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.7%) each year. All expenses for the organization totaled $182.7k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (6.5%) per year over the past 6 years. 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
THE MUSEUM IS AN EDUCATIONAL INSTITUTION DEDICATED TO PRESERVING THE HISTORY AND CULTURE OF WAUKESHA COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE MUSEUM IS AN EDUCATIONAL INSTITUTION DEDICATED TO PRESERVING THE HISTORY AND CULTURE OF WAUKESHA COUNTY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bonnie Byrd Executive Di | Officer | 40 | $44,654 |
John Schoenknecht Secretary | OfficerTrustee | 1 | $0 |
Ronda Baxter Chairperson | OfficerTrustee | 1 | $0 |
Randy Setzer Treasurer | OfficerTrustee | 1 | $0 |
Patricia Haukohl Vice Chairpa | OfficerTrustee | 1 | $0 |
Ted Jankowski Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $4,334 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $12,700 |
| All other contributions, gifts, grants, and similar amounts not included above | $107,926 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $124,960 |
| Total Program Service Revenue | $7,311 |
| Investment income | $4,645 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $500 |
| 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 | $1,425 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $139,515 |
| 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. | $43,141 |
| Compensation of current officers, directors, key employees. | $25,885 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $15,296 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $4,816 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $16,184 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $906 |
| Fees for services: Other | $0 |
| Advertising and promotion | $780 |
| Office expenses | $2,829 |
| Information technology | $3,573 |
| Royalties | $0 |
| Occupancy | $28,419 |
| 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 | $36,964 |
| Insurance | $6,546 |
| All other expenses | $5,151 |
| Total functional expenses | $182,742 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $117,179 |
| Savings and temporary cash investments | $100,469 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $14,572 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $24,157 |
| Prepaid expenses and deferred charges | $467,591 |
| Net Land, buildings, and equipment | $744,295 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $12,600 |
| Total assets | $1,480,863 |
| Accounts payable and accrued expenses | $3,494 |
| 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 | $8,769 |
| Total liabilities | $12,263 |
| Net assets without donor restrictions | $1,370,152 |
| Net assets with donor restrictions | $98,448 |
| 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 | $1,480,863 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Waukesha County Historical Society & Museum Inc has recieved totaling $53,689.
| Awarding Organization | Amount |
|---|---|
Les Paul Foundation Syosset, NY PURPOSE: LES PAUL EXHIBIT | $35,000 |
Waukesha County Community Foundation Inc Waukesha, WI PURPOSE: SPONSORSHIP | $13,400 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $2,650 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $1,250 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $1,250 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $139 |
Endowment Analysis
| Beg. Balance | $83,161 |
| Earnings | $19,675 |
| Admin Expense | $906 |
| Ending Balance | $101,930 |
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 |