2025-04-15T10:44:08-05:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 390921093 WISCONSIN HISTORICAL FOUNDATION INC WISC 6082646460 816 STATE ST MADISON WI 537061417 JULIE LUSSIER EXECUTIVE DIRECTOR 6082646460 2025-04-14 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2025-04-14 2023 2025-03-06 01:10:19Z JULIE LUSSIER 816 STATE ST MADISON WI 537061417 19561127 0 X WWW.WISCONSINHISTORY.ORG/WHF X 1954 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. 25 25 0 25 0 0 4793974 15355611 2453718 2478951 1240621 1726565 0 0 8488313 19561127 3016386 9411559 0 0 2278808 2596868 0 0 994143 2438658 2514194 7733852 14522621 754461 5038506 58733158 65991536 10784783 10874224 47948375 55117312 X 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 7803758 7383561 36926 HISTORY CENTER CAMPAIGN: TO RAISE FUNDS TO SUPPORT THE PLANNING, DESIGN, AND CONSTRUCTION OF A NEW HISTORY CENTER. 1317252 1253686 0 MUSEUMS AND HISTORIC SITES: THE DIVISION OF MUSEUMS AND HISTORIC SITES COLLECTS AND PRESERVES THE MATERIAL CULTURE OF WISCONSIN AND INTERPRETS THE STATE'S HISTORY AND PREHISTORY FOR THE PUBLIC. THE DIVISION FULFILLS ITS EDUCATIONAL ROLE THROUGH EXHIBITIONS, TOURS AND A VARIETY OF PUBLIC PROGRAMS CONDUCTED AT THE WISCONSIN HISTORICAL MUSEUM IN MADISON, AND AT HISTORIC SITES AND OTHER VENUES THROUGHOUT THE STATE. 419656 331916 0 LIBRARY AND ARCHIVES: THE DIVISION OF LIBRARY, ARCHIVES AND MUSEUM COLLECTIONS ACQUIRES, PRESERVES AND PROVIDES ACCESS TO DOCUMENTARY AND ARTIFACTUAL EVIDENCE ABOUT THE HISTORY OF WISCONSIN, THE UNITED STATES, AND CANADA. WITH OVER 4 MILLION ITEMS, ITS GENEALOGY AND HISTORY COLLECTIONS ARE AMONG THE LARGEST AND MOST COMPREHENSIVE IN THE WORLD DOCUMENTING NORTH AMERICAN HISTORY. THE SOCIETY'S LIBRARY AND ARCHIVES IS ALSO THE AMERICAN HISTORY LIBRARY FOR THE UNIVERSITY OF WISCONSIN, AN OFFICIAL DEPOSITORY FOR LOCAL, STATE AND FEDERAL GOVERNMENT PUBLICATIONS, AND THE STATE ARCHIVES WHICH PRESERVES STATE AND LOCAL GOVERNMENT RECORDS OF HISTORICAL IMPORTANCE. THE AREA RESEARCH CENTER NETWORK, A UNIQUE ALLIANCE BETWEEN THE HISTORICAL SOCIETY AND THE FOUR-YEAR CAMPUSES OF THE UW SYSTEM, MAKES MOST OF THE ARCHIVAL COLLECTIONS AVAILABLE WITHIN EASY DRIVING DISTANCE OF ALL STATE RESIDENTS. 388885 0 2442025 WHF OPERATIONS: WHF WAS FOUNDED IN 1954 AND IT'S OPERATIONS ARE FOCUSED ON THE SUPPORT OF THE SOCIETY'S MISSION BY PROVIDING PHILANTHROPIC, FINANCIAL, AND OPERATIONAL SERVICES TO THE SOCIETY. AS A SUPPORTING FOUNDATION, WHF MUST SUPPORT FINANCIALLY ITS OWN OPERATIONS WHILE AT THE SAME TIME FULFILL ITS MISSION TO SUPPORT THE SOCIETY. LIKE OTHER SUPPORTING FOUNDATIONS, WHF UTILIZES A NUMBER OF REVENUE STREAMS TO SUPPORT OPERATING COSTS, INCLUDING CONTRIBUTIONS, FEES ON THE FUNDS IT HOLDS, ENDOWMENT DISTRIBUTIONS, AND SERVICE REVENUE. WHF OPERATIONS GENERATE FINANCIAL SUPPORT FOR THE SOCIETY INITIATIVES AND OPERATIONS WHF AND PROVIDES OTHER SUPPORT TO THE SOCIETY. 209352 201357 0 WHF SUPPORT FOR SOCIETY: WHF MANAGES FUNDS THAT SUPPORT THE SOCIETY'S OPERATIONS. THESE FUNDS INCLUDE ENDOWMENTS, SPEND-DOWN FUNDS, FUNDS WITHOUT DONOR RESTRICTIONS, AND A BOARD DESIGNATED QUASI-ENDOWMENT. EXPENDITURES FROM ENDOWMENTS AND SPEND-DOWN FUNDS RESTRICTED TO THE SOCIETY'S PROGRAMS AND OPERATIONS ARE MANAGED THROUGH THE SOCIETY'S ANNUAL BUDGET PLANNING PROCESS. WHF INFORMS THE SOCIETY OF AVAILABLE FUND BALANCES, AND THE SOCIETY'S LEADERSHIP DETERMINES FUNDS TO BE TRANSFERRED. DEPENDING ON THE FUND TYPE, WHF CHARGES FEES FOR THE MANAGEMENT OF FUNDS. THESE FEES HELP OFFSET WHF OPERATING COST. 164913 159663 0 OUTREACH AND ENGAGEMENT: THE OFFICE OF PROGRAMS AND OUTREACH HELPS PEOPLE CONNECT WITH THEIR PAST BY PUBLISHING BOOKS AND MAGAZINES, PROVIDING EXPERT PROFESSIONAL ADVICE TO LOCAL HISTORIANS, AND SUPPORTING K-12 STUDENTS AND TEACHERS. IT ALSO OFFERS TRAVELLING EXHIBITS AND SPEAKERS TO COMMUNITY CENTERS, LIBRARIES, SCHOOLS, AND OTHER ORGANIZATIONS AROUND THE STATE, VISITING HUNDREDS OF COMMUNITIES EACH YEAR. 111516 81376 0 HISTORIC PRESERVATION AND PUBLIC HISTORY: THE SOCIETY IS THE FEDERALLY-DESIGNATED STATE HISTORIC PRESERVATION OFFICE (SHPO). IN PARTNERSHIP WITH COMMUNITIES, ORGANIZATIONS AND INDIVIDUALS, THE SHPO WORKS TO IDENTIFY, INTERPRET AND PRESERVE HISTORIC PLACES FOR THE BENEFIT OF PRESENT AND FUTURE GENERATIONS. 874666 442396 2442025 10415332 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 29 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X JULIE LUSSIER 6082646590 816 STATE ST MADISON WI 537061417 PATRICK FEE CHAIR 1.00 X X 0 0 0 GARY PESICKA VICE CHAIR/TREASURER 1.00 X X 0 0 0 CATHI WIEBRECHT-SEARER SECRETARY 1.00 X X 0 0 0 DIANE DEI ROSSI DIRECTOR 1.00 X 0 0 0 JOAN BACHLEITNER DIRECTOR 1.00 X 0 0 0 KATHLEEN BURKE DIRECTOR 1.00 X 0 0 0 CONRAD GOODKIND DIRECTOR 1.00 X 0 0 0 KARLA ASHENHURST DIRECTOR 1.00 X 0 0 0 SANDY ANDERSON DIRECTOR 1.00 X 0 0 0 PAUL COVALESKI DIRECTOR 1.00 X 0 0 0 JAY ELLINGSON DIRECTOR 1.00 X 0 0 0 KARL ROBE DIRECTOR 1.00 X 0 0 0 DAVID RYDER DIRECTOR 1.00 X 0 0 0 JEROME JANISZEWSKI DIRECTOR 1.00 X 0 0 0 JANE VILLA DIRECTOR 1.00 X 0 0 0 REED HALL DIRECTOR 1.00 X 0 0 0 JASON ADAMANY DIRECTOR 1.00 X 0 0 0 ANGELA BARTELL EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 DONALD SCHOTT EX-OFFICIO VOTING MEMBER 1.00 X 0 0 0 JOSHUA JEFFERS DIRECTOR 1.00 X 0 0 0 ANDREA RUIZ DIRECTOR 1.00 X 0 0 0 SANDRA CLEARY DIRECTOR 1.00 X 0 0 0 SUSAN CRANE DIRECTOR 1.00 X 0 0 0 DANIEL PFEIFFER DIRECTOR 1.00 X 0 0 0 DANNY TANG DIRECTOR 1.00 X 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 39.00 1.00 X 176911 0 18972 176911 0 18972 1 0 1 0 CHRISTIAN OVERLAND 5783 GOLDEN TERRACE FITCHBURG WI 53711 DEVELOPMENT SUPPORT SERVICES 130000 1 15355611 182039 15355611 SERVICE FEES 712120 2478951 2478951 2478951 1726565 1726565 19561127 2478951 0 1726565 9411559 9411559 199394 119636 79758 1715007 264935 945448 504624 163827 22672 91146 50009 368346 50976 204930 112440 150294 20799 83617 45878 241672 200638 26540 14494 30563 30563 24788 24788 82262 82262 372401 55505 287817 29079 857413 857413 96326 78077 15622 2627 114673 8100 74039 32534 96429 55121 28698 12610 39744 622 7655 31467 77065 77065 37008 37008 CULTIVATION EXPENSE 277912 169138 37170 71604 BAD DEBT EXPENSE 90086 90086 DUES AND SUBSCRIPTIONS 75852 125 68708 7019 14522621 10415332 3113146 994143 1609427 710070 216286 216286 2637103 12575697 369860 611561 27566 34282 164727 164526 4230766 201 42992130 48764344 6650020 3079095 58733158 65991536 494052 545710 191440 251668 9326 0 14965 1846 10075000 10075000 10784783 10874224 X 4759922 4778868 43188453 50338444 47948375 55117312 58733158 65991536 5038506 2130431 0 X 0 1 X 1 0 X 6356509 6842968 11296290 4636357 15355611 44487735 6356509 6842968 11296290 4636357 15355611 44487735 15338429 29149306 324372 273488 582765 1240621 1726565 4147811 48635546 10904704 0.59930 0.71530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 12225 2553 536885 1 1 0 1 X 19218740 577369 2289610 456824 21628895 17554793 375713 1669655 381421 19218740 18750646 1705989 -2484689 417153 17554793 13758716 1147132 4071489 22281 204410 18750646 13892544 228955 88856 19121 432518 13758716 0.15846 0.65179 0.18975 0 0 164727 164526 201 201 REFUNDABLE ADVANCE 10075000 10075000 PART IV, LINE 2B: THE FOUNDATION HAS A FISCAL AGENT AGREEMENT WITH THE SOCIETY TO COLLECT RECEIPTS AND MAKE DISBURSEMENTS RELATED TO THE SOCIETY PRESS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF 47 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. 1 WISCONSIN HISTORICAL SOCIETY 816 STATE ST MADISON WI 537061417 396006447 STATE OF WI 5258059 4153500 FAIR MARKET VALUE LAND AND BUILDING GENERAL SUPPORT 1 0 PART I, LINE 2: THE WISCONSIN HISTORICAL FOUNDATION'S MISSION IS TO ADVANCE THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY. STAFF FROM THE FOUNDATION WORK REGULARLY WITH THE WISCONSIN HISTORICAL SOCIETY AS THEY ASSIST THE SOCIETY WITH FUNDING REQUESTS. FOUNDATION STAFF RECEIVE INVOICES AND OTHER DOCUMENTS FROM THE SOCIETY FOR SUPPORTED PROJECTS. X X 0 0 0 0 0 0 0 0 0 JULIE LUSSIER EXECUTIVE DIRECTOR 176911 0 0 0 0 0 17680 0 1292 0 195883 0 0 0 X 6 182039 QUOTED MARKET PRICES 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART V, LINE 2A: WISCONSIN HISTORICAL FOUNDATION, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, QTI HUMAN RESOURCES, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WISCONSIN HISTORICAL FOUNDATION, INC, HOWEVER, QTI HUMAN RESOURCES, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM QTI HUMAN RESOURCES, LLC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVENERNING BODY 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 BIANNUALLY A COMPENSATION STUDY IS DONE FOR ALL POSITIONS, INCLUDING THE EXECUTIVE DIRECTOR, USING AN OUTSIDE FIRM. THIS IS ONE SOURCE OF DATA USED TO DETERMINE THE EXECUTIVE DIRECTOR COMPENSATION. ANNUALLY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS A REVIEW OF THE EXECUTIVE DIRECTOR AND CONSIDERS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE POSTED ON OUR WEBSITE AND OUR OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE AS REQUESTED. WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC 816 STATE ST MADISON WI 537061417 300595385 FURTHER PURPOSE OF WI HISTORICAL FDN OR STATE HISTORICAL SOCIETY OF WI WI 501(C)(3) LINE 12A, I WISCONSIN HISTORICAL FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0