WISCONSIN HISTORICAL FOUNDATION INC (EIN 390921093) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

JULIE LUSSIER

Phone

6082646460

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN HISTORICAL FOUNDATION INC, founded in 1954, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $35.0M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.3M, a strong 58% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,072,466

Program Service Revenue $2,960,445

Investment Income $2,016,239

Other Revenue $0

TOTAL REVENUE $35,049,150

Expense Breakdown

Grants Paid $9,359,586

Salaries & Benefits $3,204,472

Fundraising Expenses $1,135,461

Program Expenses $10,276,835

Other Expenses $2,183,467

TOTAL EXPENSES $14,747,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,049,150	$19,561,127	+0.8%
Expenses	$14,747,525	$14,522,621	+0.0%
Net Income	$20,301,625	$5,038,506	+3.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$188,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY PESICKA	CHAIR	1.00	Officer Director	$0	$0	$0
JASON ADAMANY	VICE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
SANDRA ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE DEI ROSSI	DIRECTOR	1.00	Director	$0	$0	$0
JOAN BACHLEITNER	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN BURKE	DIRECTOR	1.00	Director	$0	$0	$0
CONRAD GOODKIND	DIRECTOR	1.00	Director	$0	$0	$0
KARLA ASHENHURST	DIRECTOR	1.00	Director	$0	$0	$0
PAUL COVALESKI	DIRECTOR	1.00	Director	$0	$0	$0
JAY ELLINGSON	DIRECTOR	1.00	Director	$0	$0	$0
KARL ROBE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RYDER	DIRECTOR	1.00	Director	$0	$0	$0
JEROME JANISZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JANE VILLA	DIRECTOR	1.00	Director	$0	$0	$0
REED HALL	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KRAEMER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA BARTELL	EX-OFFICIO VOTING MEMBER	1.00	Director	$0	$0	$0
DONALD SCHOTT	EX-OFFICIO VOTING MEMBER	1.00	Director	$0	$0	$0
JOSHUA JEFFERS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA RUIZ	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA CLEARY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL PFEIFFER	DIRECTOR	1.00	Director	$0	$0	$0
DANNY TANG	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LUSSIER	EXECUTIVE DIRECTOR	39.00	Officer	$170,290	$18,391	$188,681

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$35,049,150	$14,747,525	$78,694,313	$20,301,625
2024	$19,561,127	$14,522,621	$65,991,536	$5,038,506
2023	$8,488,313	$7,733,852	$58,733,158	$754,461
2022	$14,378,166	$7,116,324	$57,186,900	$7,261,842
2021	$8,796,089	$4,607,523	$42,677,251	$4,188,566
2020	$8,474,172	$5,618,168	$34,546,322	$2,856,004
2019	$15,767,021	$5,400,981	$31,867,454	$10,366,040

WISCONSIN HISTORICAL FOUNDATION INC