Outagamie County Historical Society Inc
- Assets
- $3.6m
- Revenue
- $764.1k
- Investments
- $0.0
- Employees
- 17
- Location
- Appleton, WI
- Founding
- 12/1969
- Data as of
- 12/2021
- EIN
- 39-1298304
Organization Overview
Outagamie County Historical Society Inc is located in Appleton, WI. The organization was established in 1969. 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, Outagamie County Historical Society Inc employed 17 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Outagamie County Historical Society 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 12/2021, Outagamie County Historical Society Inc generated $764.1k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.5% each year. All expenses for the organization totaled $489.2k during the year ending 12/2021. While expenses have increased by 3.1% 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
TO INSPIRE PEOPLE OF ALL AGES TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY AREA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FOUNDED IN 1872 AS A PIONEER ASSOCIATION, THE OUTAGAMIE COUNTY HISTORICAL SOCIETY STEADFASTLY PRESERVES THE HISTORY OF THE FOX CITIES IN EAST CENTRAL WISCONSIN. NOW AFFECTIONATELY KNOWN AS THE HISTORY MUSEUM AT THE CASTLE, DUE TO OUR LOCATION IN A FORMER MASONIC TEMPLE, THE ORGANIZATION IS A THRIVING CULTURAL INSTITUTION WITH DEEP TIES TO THE LOCAL COMMUNITY. IN 2018 THE INSTITUTE OF MUSEUM AND LIBRARY SERVICES (IMLS) EVEN RECOGNIZED THE MUSEUM AS ONE OF JUST TEN RECIPIENTS OF THE NATIONAL MEDAL FOR MUSEUM AND LIBRARY SERVICE, THE NATION'S HIGHEST HONOR GIVEN TO MUSEUMS AND LIBRARIES. AT THE HISTORY MUSEUM, WE CONTINUALLY SEEK TO INSPIRE PEOPLE TO DISCOVER AND APPRECIATE THE RICH HISTORY OF THE FOX VALLEY THROUGH EXHIBITION, EDUCATION, AND COLLECTIONS. IN THIS WAY, OUR STAFF MEMBERS FOSTER COMMUNITY PARTNERSHIPS THAT BUILD SOCIAL COHESION AND MEET LOCAL CHALLENGES. DEVELOPING INNOVATIVE PROGRAMMING HAS ALLOWED THE HISTORY MUSEUM TO ENGAGE NEW AUDIENCES BEYOND THE INSTITUTION'S WALLS. PUBLIC EDUCATION TAKES PLACE AT THE MUSEUM IN THE FORM OF EXHIBITS AND LECTURE SERIES, BUT OUR DYNAMIC PROGRAMS ALSO EXTEND INTO CONCERT HALLS, COMMUNITY VENUES, AND EVEN CITY STREETS IN THE MIDST OF A PANDEMIC.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Matthew Carpenter Executive Di | Officer | 40 | $68,895 |
Chris Dearing Vice Preside | OfficerTrustee | 5 | $0 |
Ann Whalen President | OfficerTrustee | 5 | $0 |
Adam Skarie Secretary | OfficerTrustee | 5 | $0 |
David Nimtz Treasurer | OfficerTrustee | 5 | $0 |
Pla Yang Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $13,609 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $358,565 |
| All other contributions, gifts, grants, and similar amounts not included above | $338,743 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $710,917 |
| Total Program Service Revenue | $38,071 |
| Investment income | $2,996 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| 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 | $2,007 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $764,108 |
| 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. | $75,077 |
| Compensation of current officers, directors, key employees. | $28,332 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $179,201 |
| Pension plan accruals and contributions | $7,537 |
| Other employee benefits | $1,765 |
| Payroll taxes | $19,097 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $11,833 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $12,550 |
| Fees for services: Other | $8,641 |
| Advertising and promotion | $7,186 |
| Office expenses | $5,585 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $26,864 |
| 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 | $85,310 |
| Insurance | $14,840 |
| All other expenses | $1,003 |
| Total functional expenses | $489,198 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $12,800 |
| Savings and temporary cash investments | $762,373 |
| Pledges and grants receivable | $10,000 |
| Accounts receivable, net | $533 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $16,120 |
| Prepaid expenses and deferred charges | $3,947 |
| Net Land, buildings, and equipment | $1,190,032 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,567,172 |
| Total assets | $3,562,977 |
| Accounts payable and accrued expenses | $18,297 |
| Grants payable | $0 |
| Deferred revenue | $8,713 |
| 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 | $27,010 |
| Net assets without donor restrictions | $1,626,153 |
| Net assets with donor restrictions | $1,909,814 |
| 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 | $3,562,977 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Outagamie County Historical Society Inc has recieved totaling $161,840.
| Awarding Organization | Amount |
|---|---|
Geoff And Kelly Crowley Family Foundation Inc Appleton, WI PURPOSE: EDUCATION | $100,000 |
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: HISTORICAL SOCIETIES & HISTORIC PRESERVATION | $59,781 |
William A Siekman Foundation Chicago, IL PURPOSE: GENERAL OPERATING PURPOSES | $2,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $59 |
Endowment Analysis
| Beg. Balance | $1,418,208 |
| Earnings | $170,552 |
| Admin Expense | $12,550 |
| Other Expense | $59,358 |
| Ending Balance | $1,516,852 |
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 |