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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation (Grantmaking)

Wisconsin Historical Foundation

Serving the Wisconsin Historical Society since 1954

three stars

81.11

816 State Street Madison, WI 53706
tel: (888) 748-7479   Web Site
EIN: 39-0921093

Board Leadership
Catherine Orton
Chair

CEO
Julie Lussier
Managing Director

  Score
(out of 100)
Rating
Overall Score & Rating 81.11 three stars
  Financial 81.24 three stars
  Accountability & Transparency 81.00 three stars
This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Established in 1954, the mission of the Wisconsin Historical Foundation (WHF) is to strengthen the Wisconsin Historical Society's ability to fulfill its public mandate and mission to help people connect to the past. The WHF fulfills its mission by increasing awareness, engaging with audiences, and fostering philanthropic relationships throughout Wisconsin and beyond, and by seeking resources and solutions that make visionary and entrepreneurial ideas possible. The Society was founded in 1846, two years before Wisconsin became the 30th state, and it ranks as one of the largest, most active, and most diversified state historical societies in the nation. The Society helps people connect to the past by collecting, preserving and sharing stories.

Established in 1954, the mission of the Wisconsin Historical Foundation (WHF) is to strengthen the Wisconsin Historical Society's ability to fulfill its public mandate and mission to help people connect to the past. The WHF fulfills its mission by increasing awareness, engaging with audiences, and fostering philanthropic relationships throughout Wisconsin and beyond, and by seeking resources and solutions that make visionary and entrepreneurial ideas possible. The Society was founded in 1846, two years before Wisconsin became the 30th state, and it ranks as one of the largest, most active, and most diversified state historical societies in the nation. The Society helps people connect to the past by collecting, preserving and sharing stories.

Impact Information

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Financial

three stars

81.24

Accountability & Transparency

three stars

81.00

This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
63.1%
  Administrative Expenses 26.5%
  Fundraising Expenses 10.2%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 2.01
  Program Expenses Growth 11.7%
  Liabilities to Assets 2.9%
All data for Financial Performance Metrics calculations was provided by Wisconsin Historical Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Wisconsin Historical Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Wisconsin Historical Foundation (WI) 81.11 three stars
Humanities Texas (TX) 89.24 three stars
California Historical Society (CA) 88.01 three stars
New England Historic Genealogical Society (MA) 87.58 three stars
United States Capitol Historical Society (DC) 90.68 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,827,570
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $8,827,570
   Program Service Revenue $1,257,100
Total Primary Revenue $10,084,670
   Other Revenue $186,197
TOTAL REVENUE $10,270,867
   
EXPENSES  
   Program Expenses $3,870,271
   Administrative Expenses $1,971,086
   Fundraising Expenses $580,923
TOTAL FUNCTIONAL EXPENSES $6,422,280
   
Payments to Affiliates $0
Excess (or Deficit) for the year $3,848,587
   
Net Assets $20,512,941

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Distribution: Museums, Library & Archives $2,769,021 71.5%
Wisconsin History Museum $719,593 18.6%
Old World Wisconsin $381,657 9.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 06/01/2019 81.11 three stars
2017-06 08/01/2018 81.81 three stars
2016-06 10/01/2017 74.44 two stars
2015-06 07/01/2016 78.08 two stars
2014-06 06/01/2016 76.75 two stars
 
CN 2.0
2014-06 09/01/2015 73.95 two stars
2013-06 11/01/2014 79.74 two stars
2012-06 10/01/2013 81.11 three stars
2011-06 05/01/2012 77.66 two stars
2010-06 09/20/2011 94.27 four stars
 
CN 1.0
2009-06 12/22/2010 96.25 four stars
2008-06 09/01/2009 96.15 four stars
2007-06 04/01/2008 96.17 four stars
2006-06 04/01/2007 72.95 two stars
2005-06 04/01/2006 90.99 four stars
2004-06 05/01/2005 77.07 two stars
2003-06 12/01/2004 90.74 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 39-0921093
Name in IRS Master File WISCONSIN HISTORY FOUNDATION INC
NTEE Code A11
NTEE Classification Single Organization Support
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
(30) School, college, trade school, etc.
(59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1956
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$115,043 1.79% David Wilder Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Wisconsin Historical Foundation (WI) 81.11 three stars
New England Historic Genealogical Society (MA) 87.58 three stars
Society of the Cincinnati (DC) 88.37 three stars
Minnesota Historical Society (MN) 87.79 three stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 96.55 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Wisconsin Historical Foundation
816 State Street
Madison, WI 53706
tel: (888) 748-7479
fax: (608) 264-6545
EIN: 39-0921093

Visit Web Site

Board Leadership

Catherine Orton
Chair

CEO

Julie Lussier
Managing Director

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