STRATEGY STUDIO / PUBLIC DATA EXPLORER

MILTON HISTORICAL SOCIETY

Cite this

Plain text MILTON HISTORICAL SOCIETY. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/391095660. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). MILTON HISTORICAL SOCIETY [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/391095660

MLA “MILTON HISTORICAL SOCIETY.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/391095660. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $192K · expenses $232K · assets $2.2M

EIN
39-1095660
Address
PO BOX 245, MILTON, WI 53563-0245
Website
WWW.MILTONHOUSE.ORG
NTEE code
A82Z
Subsection
501(c)(3)
Ruling year
1968
Cross-check
ProPublica Nonprofit Explorer

Mission

THE MILTON HISTORICAL SOCIETY WAS FORMED IN 1948 TO PRESERVE THE MILTON HOUSE MUSEUM AND FOR THE PRESERVATION, ADVANCEMENT AND DISSEMINATION OF THE HISTORY OF MILTON AND SURROUNDING AREAS

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Keighton Klos EXECUTIVE DIRECTOR2022-2024 $45,318$129,889 1

Officers and directors, no compensation reported

47 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Julie Marquardt VICE PRESIDENT2020-2024 2 $0 reported 1
Bill Heuser TREASURER2022-2024 2 $0 reported 1
Ethel Himmel BOARD MEMBER2022-2024 2 $0 reported 1
Ryan Holbrook BOARD MEMBER2022-2024 2 $0 reported 1
Krista Jones BOARD MEMBER2022-2024 2 $0 reported 1
Scott King BOARD MEMBER2022-2024 2 $0 reported 1
Anette Smith BOARD MEMBER2022-2024 2 $0 reported 1
Dave Warren BOARD MEMBER2022-2024 2 $0 reported 1
Holly Nelson BOARD MEMBER2024 2 $0 reported 1
Katie Gallman BOARD MEMBER2024 2 $0 reported 1
Gene Bier PRESIDENT2018-2024 2 $0 reported 1
Darla Dernovsek SECRETARY2021-2024 2 $0 reported 1
Marlys Howe (former) BOARD MEMBER2022-2023 2 $0 reported 1
Ryan Koenig (former) BOARD MEMBER2021-2023 2 $0 reported 1
Lisa Brooks (former) BOARD MEMBER2022-2023 2 $0 reported 1
Jerry Baker (former) BOARD MEMBER2022-2023 2 $0 reported 1
Michael Pierce (former) PRESIDENT2017-2021 2 $0 reported 1
Chuck Jackson (former) TREASURER2013-2021 2 $0 reported 1
Rhonda Mitchell (former) SECRETARY2020-2021 2 $0 reported 1
Al Bortles (former) BOARD MEMBER2016-2021 2 $0 reported 1
Sue Braden (former) BOARD MEMBER2021 2 $0 reported 1
Mary Pierce (former) BOARD MEMBER2017-2021 2 $0 reported 1
Kelly Conger (former) BOARD MEMBER2015-2020 2 $0 reported 1
Linda Miller (former) BOARD MEMBER2015-2020 2 $0 reported 1
Wendell Sisson (former) BOARD MEMBER2012-2020 2 $0 reported 2
Serena Westlund (former) VICE PRESIDE2011-2019 2 $0 reported 1
John Arndt (former) BOARD MEMBER2016-2019 2 $0 reported 1
Wilson Leong (former) BOARD MEMBER2016-2019 2 $0 reported 2
Terry Williamson (former) BOARD MEMBER2016-2019 2 $0 reported 3
Gail Nordlof (former) BOARD MEMBER2011-2017 1 $0 reported 1
Mike Pierce (former) VICE PRESIDE2016 1 $0 reported 3
Guy Thomas (former) PRESIDENT2012-2016 1 $0 reported 1
Tom Sveum (former) PRESIDENT2012-2015 1 $0 reported 1
Rod Hilton (former) VICE PRESIDE2011-2015 1 $0 reported 1
John Nordlof (former) TREASURER2011-2015 1 $0 reported 1
Gordy Nelson (former) BOARD MEMBER2011-2015 1 $0 reported 1
Janet Sveum (former) BOARD MEMBER2014-2015 1 $0 reported 1
Dick Fry (former) BOARD MEMBER2015 1 $0 reported 1
Doug Welch (former) ASSISTANT TO THE ED2014 1 $0 reported 2
Betsy Lubke (former) FINANCIAL ASSISTANT2013-2014 1 $0 reported 2
Phil Watson (former) VICE PRESIDENT2011-2014 1 $0 reported 1
Cori Olson (former) EXECUTIVE DIRECTOR2013-2014 40 $0 reported 1
Wendy Drew (former) BOARD MEMBER2011-2013 1 $0 reported 1
Joan Steinmetz (former) BOARD MEMBER2011-2013 1 $0 reported 1
Mike Powers (former) BOARD MEMBER2013 1 $0 reported 1
Ben Strand (former) BOARD MEMBER2011-2012 1 $0 reported 1
Wes Sisson (former) BOARD MEMBER2011 1 Not reported 1

People by year

2024 · 13 people listed · 1 paid, $45K · 11 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEIGHTON KLOS EXECUTIVE DIRECTOR40 $45,318$0$0 $45,3181
JULIE MARQUARDT VICE PRESIDENT2 $0$0$0 $01
BILL HEUSER TREASURER2 $0$0$0 $01
ETHEL HIMMEL BOARD MEMBER2 $0$0$0 $01
RYAN HOLBROOK BOARD MEMBER2 $0$0$0 $01
KRISTA JONES BOARD MEMBER2 $0$0$0 $01
SCOTT KING BOARD MEMBER2 $0$0$0 $01
ANETTE SMITH BOARD MEMBER2 $0$0$0 $01
DAVE WARREN BOARD MEMBER2 $0$0$0 $01
HOLLY NELSON BOARD MEMBER2 $0$0$0 $01
KATIE GALLMAN BOARD MEMBER2 $0$0$0 $01
GENE BIER PRESIDENT2 $0$0$0 $01
DARLA DERNOVSEK SECRETARY2 $0$0$0 $01
2023 · 15 people listed · 1 paid, $43K · 7 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEIGHTON KLOS EXECUTIVE DIRECTOR40 $43,160$0$0 $43,1601
MARLYS HOWE BOARD MEMBER2 $0$0$0 $01
RYAN HOLBROOK BOARD MEMBER2 $0$0$0 $01
ETHEL HIMMEL BOARD MEMBER2 $0$0$0 $01
KRISTA JONES BOARD MEMBER2 $0$0$0 $01
DAVE WARREN BOARD MEMBER2 $0$0$0 $01
ANETTE SMITH BOARD MEMBER2 $0$0$0 $01
SCOTT KING BOARD MEMBER2 $0$0$0 $01
RYAN KOENIG BOARD MEMBER2 $0$0$0 $01
JULIE MARQUARDT VICE PRESIDENT2 $0$0$0 $01
BILL HEUSER TREASURER2 $0$0$0 $01
LISA BROOKS BOARD MEMBER2 $0$0$0 $01
JERRY BAKER BOARD MEMBER2 $0$0$0 $01
GENE BIER PRESIDENT2 $0$0$0 $01
DARLA DERNOVSEK SECRETARY2 $0$0$0 $01
2022 · 15 people listed · 1 paid, $41K · 8 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEIGHTON KLOS EXECUTIVE DIRECTOR40 $41,411$0$0 $41,4111
MARLYS HOWE BOARD MEMBER2 $0$0$0 $01
RYAN HOLBROOK BOARD MEMBER2 $0$0$0 $01
ETHEL HIMMEL BOARD MEMBER2 $0$0$0 $01
KRISTA JONES BOARD MEMBER2 $0$0$0 $01
DAVE WARREN BOARD MEMBER2 $0$0$0 $01
ANETTE SMITH BOARD MEMBER2 $0$0$0 $01
SCOTT KING BOARD MEMBER2 $0$0$0 $01
RYAN KOENIG BOARD MEMBER2 $0$0$0 $01
JULIE MARQUARDT VICE PRESIDENT2 $0$0$0 $01
BILL HEUSER TREASURER2 $0$0$0 $01
LISA BROOKS BOARD MEMBER2 $0$0$0 $01
JERRY BAKER BOARD MEMBER2 $0$0$0 $01
GENE BIER PRESIDENT2 $0$0$0 $01
DARLA DERNOVSEK SECRETARY2 $0$0$0 $01
2021 · 10 people listed · none paid · 9 employees · 23 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL PIERCE PRESIDENT2 $0$0$0 $01
GENE BIER VICE PRESIDE2 $0$0$0 $01
CHUCK JACKSON TREASURER2 $0$0$0 $01
RHONDA MITCHELL SECRETARY2 $0$0$0 $01
AL BORTLES BOARD MEMBER2 $0$0$0 $01
SUE BRADEN BOARD MEMBER2 $0$0$0 $01
JULIE MARQUARDT BOARD MEMBER2 $0$0$0 $01
RYAN KOENIG BOARD MEMBER2 $0$0$0 $01
MARY PIERCE BOARD MEMBER2 $0$0$0 $01
DARLA DERNOVSEK BOARD MEMBER2 $0$0$0 $01
2020 · 10 people listed · none paid · 9 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL PIERCE PRESIDENT2 $0$0$0 $01
GENE BIER VICE PRESIDE2 $0$0$0 $01
CHUCK JACKSON TREASURER2 $0$0$0 $01
RHONDA MITCHELL SECRETARY2 $0$0$0 $01
AL BORTLES BOARD MEMBER2 $0$0$0 $01
KELLY CONGER BOARD MEMBER2 $0$0$0 $01
JULIE MARQUARDT BOARD MEMBER2 $0$0$0 $01
LINDA MILLER BOARD MEMBER2 $0$0$0 $01
MARY PIERCE BOARD MEMBER2 $0$0$0 $01
WENDELL SISSON BOARD MEMBER2 $0$0$0 $02
2019 · 12 people listed · none paid · 14 employees · 57 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL PIERCE PRESIDENT2 $0$0$0 $01
SERENA WESTLUND VICE PRESIDE2 $0$0$0 $01
CHUCK JACKSON SECRETARY/TR2 $0$0$0 $01
JOHN ARNDT BOARD MEMBER2 $0$0$0 $01
LINDA MILLER BOARD MEMBER2 $0$0$0 $01
GENE BIER BOARD MEMBER2 $0$0$0 $01
MARY PIERCE BOARD MEMBER2 $0$0$0 $01
AL BORTLES BOARD MEMBER2 $0$0$0 $01
KELLY CONGER BOARD MEMBER2 $0$0$0 $01
WENDELL SISSON BOARD MEMBER2 $0$0$0 $02
WILSON LEONG BOARD MEMBER2 $0$0$0 $02
TERRY WILLIAMSON BOARD MEMBER2 $0$0$0 $03
2018 · 12 people listed · none paid · 15 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL PIERCE PRESIDENT1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
CHUCK JACKSON SECRETARY/TR1 $0$0$0 $01
JOHN ARNDT BOARD MEMBER1 $0$0$0 $01
LINDA MILLER BOARD MEMBER1 $0$0$0 $01
GENE BIER BOARD MEMBER1 $0$0$0 $01
MARY PIERCE BOARD MEMBER1 $0$0$0 $01
AL BORTLES BOARD MEMBER1 $0$0$0 $01
KELLY CONGER BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
WILSON LEONG BOARD MEMBER1 $0$0$0 $02
TERRY WILLIAMSON BOARD MEMBER1 $0$0$0 $03
2017 · 12 people listed · none paid · 13 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL PIERCE PRESIDENT1 $0$0$0 $01
SERENA WESTLUND VICE PRESIDE1 $0$0$0 $01
CHUCK JACKSON SECRETARY/TR1 $0$0$0 $01
JOHN ARNDT BOARD MEMBER1 $0$0$0 $01
AL BORTLES BOARD MEMBER1 $0$0$0 $01
LINDA MILLER BOARD MEMBER1 $0$0$0 $01
KELLY CONGER BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
WILSON LEONG BOARD MEMBER1 $0$0$0 $02
TERRY WILLIAMSON BOARD MEMBER1 $0$0$0 $03
MARY PIERCE BOARD MEMBER1 $0$0$0 $01
2016 · 12 people listed · none paid · 16 employees · 59 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY THOMAS PRESIDENT1 $0$0$0 $01
MIKE PIERCE VICE PRESIDE1 $0$0$0 $03
CHUCK JACKSON TREASURER1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
JOHN ARNDT BOARD MEMBER1 $0$0$0 $01
AL BORTLES BOARD MEMBER1 $0$0$0 $01
LINDA MILLER BOARD MEMBER1 $0$0$0 $01
KELLY CONGER BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
WILSON LEONG BOARD MEMBER1 $0$0$0 $02
TERRY WILLIAMSON BOARD MEMBER1 $0$0$0 $03
2015 · 12 people listed · none paid · 21 employees · 201 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TOM SVEUM PRESIDENT1 $0$0$0 $01
ROD HILTON VICE PRESIDE1 $0$0$0 $01
JOHN NORDLOF TREASURER1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
GORDY NELSON BOARD MEMBER1 $0$0$0 $01
LINDA MILLER BOARD MEMBER1 $0$0$0 $01
KELLY CONGER BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
CHUCK JACKSON BOARD MEMBER1 $0$0$0 $01
JANET SVEUM BOARD MEMBER1 $0$0$0 $01
DICK FRY BOARD MEMBER1 $0$0$0 $01
2014 · 13 people listed · none paid · 13 employees · 230 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PHIL WATSON VICE PRESIDENT1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
JOHN NORDLOF TREASURER1 $0$0$0 $01
JANET SVEUM BOARD MEMBER1 $0$0$0 $01
GORDY NELSON BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
ROD HILTON BOARD MEMBER1 $0$0$0 $01
TOM SVEUM PRESIDENT1 $0$0$0 $01
CHUCK JACKSON BOARD MEMBER1 $0$0$0 $01
DOUG WELCH ASSISTANT TO THE ED1 $0$0$0 $02
BETSY LUBKE FINANCIAL ASSISTANT1 $0$0$0 $02
CORI OLSON EXECUTIVE DIRECTOR40 $0$0$0 $01
2013 · 14 people listed · none paid · 13 employees · 133 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY THOMAS VICE PRESIDENT1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
JOHN NORDLOF TREASURER1 $0$0$0 $01
WENDY DREW BOARD MEMBER1 $0$0$0 $01
GORDY NELSON BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
JOAN STEINMETZ BOARD MEMBER1 $0$0$0 $01
PHIL WATSON BOARD MEMBER1 $0$0$0 $01
TOM SVEUM PRESIDENT1 $0$0$0 $01
CHUCK JACKSON BOARD MEMBER1 $0$0$0 $01
MIKE POWERS BOARD MEMBER1 $0$0$0 $01
BETSY LUBKE FINANCIAL ASSISTANT1 $0$0$0 $02
CORI OLSON EXECUTIVE DIRECTOR40 $0$0$0 $01
2012 · 12 people listed · none paid · 11 employees · 126 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BEN STRAND BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 $0$0$0 $01
GORDY NELSON BOARD MEMBER1 $0$0$0 $01
GUY THOMAS PRESIDENT1 $0$0$0 $01
JOAN STEINMETZ BOARD MEMBER1 $0$0$0 $01
JOHN NORDLOF TREASURER1 $0$0$0 $01
PHIL WATSON BOARD MEMBER1 $0$0$0 $01
ROD HILTON VICE PRESIDENT1 $0$0$0 $01
SERENA WESTLUND SECRETARY1 $0$0$0 $01
TOM SVEUM BOARD MEMBER1 $0$0$0 $01
WENDELL SISSON BOARD MEMBER1 $0$0$0 $02
WENDY DREW BOARD MEMBER1 $0$0$0 $01
2011 · 10 people listed · none paid · 11 employees · 126 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BEN STRAND BOARD MEMBER1 $0$0$0 $01
GAIL NORDLOF BOARD MEMBER1 --- $01
GORDY NELSON BOARD MEMBER1 --- $01
JOAN STEINMETZ BOARD MEMBER1 --- $01
JOHN NORDLOF TREASURER1 --- $01
PHIL WATSON PRESIDENT1 $0$0$0 $01
ROD HILTON VICE PRESIDENT1 --- $01
SERENA WESTLUND SECRETARY1 --- $01
WENDY DREW BOARD MEMBER1 --- $01
WES SISSON BOARD MEMBER1 --- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$192,149$231,945 $2,161,672$2,161,672 $116,698$61,880 $45,3181125
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$235,066$176,764 $2,141,413$2,140,667 $159,016$64,679 $43,160725
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$157,575$144,217 $2,060,796$2,059,532 $91,749$49,119 $41,411825
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$214,189$122,062 $2,059,208$2,056,495 $158,682$41,619 -923
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$148,743$117,956 $1,967,971$1,964,368 $113,119$29,882 -925
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$141,891$155,206 $1,935,151$1,933,581 $64,630$66,321 -1457
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$232,393$228,203 $1,948,207$1,946,896 $141,447$82,814 -1562
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$173,662$164,443 $1,943,797$1,942,706 $105,473$59,092 -1362
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$150,141$154,415 $1,933,487$1,933,487 $83,273$43,175 -1659
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$116,010$120,855 $1,937,761$1,937,761 $58,895$38,977 -21201
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$83,683$108,086 $1,943,451$1,942,606 $31,634$37,664 $013230
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$140,385$94,745 $1,968,679$1,967,009 $83,502$45,338 $013133
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$83,973$89,897 $1,983,721$1,983,038 $29,529$41,147 $011126
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$90,701$99,673 $1,990,213$1,988,962 $33,385$39,567 $011126

Funders of this organization

10 grantors reported grants to this organization, $217,016 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
JANESVILLE FOUNDATION INC Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2022-2025 4$132,000 2025$20,000
show
WISCONSIN HUMANITIES COUNCIL Public charity Exact 2017-2020 4$34,113 2020$9,748
show
COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC DAF sponsor Exact 2018, 2022-2023 3$33,600 2023$16,850
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2021, 2023 2$13,000 2023$7,500
show
JEFFRIS FAMILY FOUNDATION LTD Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2016, 2018, 2020 3$3,000 2020$1,000
show
AMICA COMPANIES FOUNDATION Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2020-2022 5$483 2022$131
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ALLIANT ENERGY FOUNDATION INC Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2021, 2024 2$300 2024$100
show
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2012 1$250 2012$250
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EDWARD JONES FOUNDATION Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2023 1$200 2023$200
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “MILTON HISTORICAL SOCIETY” 2020-2023 4$70 2023$30
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CARLTON CTY HISTORICAL SOCIETYMNA82 $168,862$179,407 Executive Director$23,556 Same NTEE code A82, revenue within 2x, similar name
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WILSON COUNTY HISTORICAL SOCIETYTXA82 $115,414$120,176 PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar mission
LECOMPTON HISTORICAL SOCIETYKSA82 $219,623$377,345 President$0 Same NTEE code A82, revenue within 2x, similar name
EXETER HISTORICAL SOCIETYNHA82 $269,592$159,457 BOARD CHAIR$0 Same NTEE code A82, revenue within 2x, similar name
HADDAM HISTORICAL SOCIETYCTA82 $114,116$104,920 EXEC DIRECTO$48,191 Same NTEE code A82, revenue within 2x, similar name
KIRKWOOD HISTORICAL SOCIETYMOA82 $96,754$77,937 Director$0 Same NTEE code A82, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MINNESOTA COMMUNITY FOUNDATION DAF sponsor$1,114,85031 42010–2019 MORRISON COUNTY HISTORICAL SOCIETY; WASECA COUNTY HISTORICAL SOCIETY; COOK COUNTY HISTORICAL SOCIETY; ANOKA COUNTY HISTORICAL SOCIETY
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$973,04326 152014–2024 SANTA CLARITA VALLEY HISTORICAL SOCIETY; SAUK COUNTY HISTORICAL SOCIETY INC; SIERRA COUNTY HISTORICAL SOCIETY; SEWICKLEY VALLEY HISTORICAL SOCIETY and 11 more
A CHUDNOW & SONS HISTORICAL MUSEUM INC Private foundation$869,4051 12020–2020 CEDARBURG LANDMARK PRESERVATION SOCIETY INC
COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY DAF sponsor$729,77013 22014–2024 AURORA HISTORICAL SOCIETY; GENEVA HISTORICAL SOCIETY
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$675,87415 32020–2024 MORRISON COUNTY HISTORICAL SOCIETY; COOK COUNTY HISTORICAL SOCIETY; WASECA COUNTY HISTORICAL SOCIETY
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$595,68332 202016–2024 LAKEWOOD HISTORICAL SOCIETY; BIRMINGHAM HISTORICAL SOCIETY; NEEDHAM HISTORICAL SOCIETY INC; QUEENS HISTORICAL SOCIETY and 16 more
BROWN COUNTY COMMUNITY FOUNDATION INC DAF sponsor$530,77811 12011–2024 BROWN COUNTY HISTORICAL SOCIETY INC
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC DAF sponsor$490,73512 22010–2024 FRIENDS OF HEARTHSTONE INC; BROWN COUNTY HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF WARREN COUNTY DAF sponsor$405,84216 12010–2024 WARREN COUNTY HISTORICAL SOCIETY
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$384,33614 42016–2024 DOUGLAS COUNTY HISTORICAL SOCIETY; HISTORICAL SOCIETY OF HADDONFIELD; CEDARBURG LANDMARK PRESERVATION SOCIETY INC; ISLAND COUNTY HISTORICAL SOCIETY
TRUMAN HEARTLAND COMMUNITY FOUNDATION DAF sponsor$381,06517 22010–2024 JACKSON COUNTY HISTORICAL SOCIETY; HENRY COUNTY HISTORICAL SOCIETY
SUNDERLAND FOUNDATION Private foundation$350,0003 22020–2022 DOUGLAS COUNTY HISTORICAL SOCIETY; JACKSON COUNTY HISTORICAL SOCIETY
HAMILTON COMMUNITY FOUNDATION INC DAF sponsor$329,11017 12011–2024 HAMILTON COUNTY HISTORICAL SOCIETY
MARGARET DUNNING FOUNDATION Private foundation$285,0007 12018–2025 PLYMOUTH HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF CENTRAL WISCONSIN INC DAF sponsor$227,72011 12014–2024 PORTAGE COUNTY HISTORICAL SOCIETY INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $231,945 spent · pay $79,190 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $51,676$51,676-- 22.3%
Pay: officers, directors, trustees, key employees $45,318$45,318-- 19.5%
Fees: management $38,801$38,801-- 16.7%
Occupancy $29,513$29,513-- 12.7%
Other salaries and wages $17,400$17,400-- 7.5%
Payroll taxes $16,472$16,472-- 7.1%
Other (as described)OPERATIONS $15,161$15,161-- 6.5%
Insurance $5,267$5,267-- 2.3%
Other (as described)OTHER MISC $3,596$3,596-- 1.6%
Fees: accounting $3,025$3,025-- 1.3%
Travel $2,223$2,223-- 1.0%
Advertising and promotion $2,222$2,222-- 1.0%
Other (as described)FUNDRAISING $771$771-- 0.3%
Other (as described)SCHOLARSHIP $500$500-- 0.2%
Total$231,945100%

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2023 · Form 990 · $176,764 spent · pay $71,727 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $43,160$43,160-- 24.4%
Occupancy $33,524$33,524-- 19.0%
All other expenses $22,457$22,457-- 12.7%
Other salaries and wages $20,831$20,831-- 11.8%
Fees: management $15,000$15,000-- 8.5%
Other (as described)MOSAIC AND MURAL $13,354$13,354-- 7.6%
Payroll taxes $7,736$7,736-- 4.4%
Other (as described)OPERATIONS $7,654$7,654-- 4.3%
Insurance $5,426$5,426-- 3.1%
Other (as described)EQUIP & FURN PURCHASED $2,154$2,154-- 1.2%
Advertising and promotion $1,894$1,894-- 1.1%
Fees: accounting $1,593-$1,593- 0.9%
Travel $885$885-- 0.5%
Fees: other services $596$596-- 0.3%
Other (as described)SCHOLARSHIP $500$500-- 0.3%
Total$176,764100%

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2022 · Form 990 · $144,217 spent · pay $67,530 · grants $0 · events $50
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $62,641$62,641-- 43.4%
Occupancy $36,700$36,700-- 25.4%
Other (as described)OPERATIONS $10,251$10,251-- 7.1%
Advertising and promotion $9,146$9,146-- 6.3%
Insurance $5,801$5,801-- 4.0%
Payroll taxes $4,889$4,889-- 3.4%
Other (as described)SERVICE CONTRACTS $4,130$4,130-- 2.9%
Other (as described)EQUIP & FURN PURCHASED $3,318$3,318-- 2.3%
All other expenses $3,151$3,151-- 2.2%
Other (as described)PRESERVATION EXPENSES $2,512$2,512-- 1.7%
Fees: other services $1,451$1,451-- 1.0%
Fees: accounting $177$177-- 0.1%
Conferences, conventions and meetings $50$50-- 0.0%
Total$144,217100%

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2021 · Form 990 · $122,062 spent · pay $65,037 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $60,076$60,076-- 49.2%
Occupancy $18,784$18,784-- 15.4%
All other expenses $12,151$12,151-- 10.0%
Other (as described)FUNDRAISING $7,167$7,167-- 5.9%
Other (as described)EQUIPMENT & FURNITURE PUR $6,543$6,543-- 5.4%
Payroll taxes $4,961$4,961-- 4.1%
Other (as described)SERVICE CONTRACTS $4,948$4,948-- 4.1%
Other (as described)TELEPHONE $4,922$4,922-- 4.0%
Office expenses $1,532$1,532-- 1.3%
Advertising and promotion $978$978-- 0.8%
Total$122,062100%

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2020 · Form 990 · $117,956 spent · pay $67,206 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $62,677$62,677-- 53.1%
Occupancy $16,799$16,799-- 14.2%
All other expenses $12,333$12,333-- 10.5%
Other (as described)TELEPHONE $5,730$5,730-- 4.9%
Other (as described)SERVICE CONTRACTS $5,571$5,571-- 4.7%
Payroll taxes $4,529$4,529-- 3.8%
Other (as described)GROUND IMPROVEMENTS $3,683$3,683-- 3.1%
Other (as described)FUNDRAISING $3,019$3,019-- 2.6%
Advertising and promotion $2,059$2,059-- 1.7%
Office expenses $1,556$1,556-- 1.3%
Total$117,956100%

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2019 · Form 990 · $155,206 spent · pay $68,830 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $63,028$63,028-- 40.6%
Other (as described)FUNDRAISING $22,012$22,012-- 14.2%
Occupancy $20,431$20,431-- 13.2%
All other expenses $17,071$17,071-- 11.0%
Other (as described)PRESERVATION EXPENSES $8,310$8,310-- 5.4%
Other (as described)STABLE EXPENSES $7,500$7,500-- 4.8%
Payroll taxes $5,802$5,802-- 3.7%
Other (as described)SERVICE CONTRACTS $4,957$4,957-- 3.2%
Office expenses $3,241$3,241-- 2.1%
Advertising and promotion $2,854$2,854-- 1.8%
Total$155,206100%

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2018 · Form 990 · $228,203 spent · pay $66,362 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $61,493$61,493-- 26.9%
Other (as described)PRESERVATION EXPENSES $57,401$57,401-- 25.2%
Other (as described)FUNDRAISING $26,632$26,632-- 11.7%
Other (as described)OTHER OPERATIONS $26,474$26,474-- 11.6%
Occupancy $18,248$18,248-- 8.0%
All other expenses $15,970$15,970-- 7.0%
Other (as described)SERVICE CONTRACTS $8,080$8,080-- 3.5%
Advertising and promotion $5,531$5,531-- 2.4%
Payroll taxes $4,869$4,869-- 2.1%
Office expenses $3,505$3,505-- 1.5%
Total$228,203100%

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2017 · Form 990 · $164,443 spent · pay $65,111 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $60,388$60,388-- 36.7%
Other (as described)PRESERVATION EXPENSES $36,825$36,825-- 22.4%
Occupancy $17,965$17,965-- 10.9%
Other (as described)FUNDRAISING $16,013$16,013-- 9.7%
All other expenses $10,851$10,851-- 6.6%
Office expenses $5,174$5,174-- 3.1%
Other (as described)SERVICE CONTRACTS $4,759$4,759-- 2.9%
Payroll taxes $4,723$4,723-- 2.9%
Advertising and promotion $4,518$4,518-- 2.7%
Other (as described)TELEPHONE $3,227$3,227-- 2.0%
Total$164,443100%

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2016 · Form 990 · $154,415 spent · pay $57,257 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $53,085$53,085-- 34.4%
All other expenses $18,352$18,352-- 11.9%
Occupancy $17,784$17,784-- 11.5%
Other (as described)OTHER OPERATIONS $15,221$15,221-- 9.9%
Other (as described)FUNDRAISING $14,610$14,610-- 9.5%
Other (as described)EQUIPMENT & FURNITURE PUR $12,945$12,945-- 8.4%
Other (as described)EQUIPMENT RENTAL & MAINT $10,860$10,860-- 7.0%
Advertising and promotion $7,386$7,386-- 4.8%
Payroll taxes $4,172$4,172-- 2.7%
Total$154,415100%

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2015 · Form 990 · $120,855 spent · pay $56,130 · grants $0 · events $277
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $52,030$52,030-- 43.1%
Occupancy $19,619$19,619-- 16.2%
All other expenses $13,384$13,384-- 11.1%
Other (as described)OTHER OPERATIONS $10,340$10,340-- 8.6%
Other (as described)FUNDRAISING $5,996$5,996-- 5.0%
Other (as described)MAINTENANCE SUPPLIES $5,617$5,617-- 4.6%
Other (as described)SERVICE CONTRACTS $4,847$4,847-- 4.0%
Advertising and promotion $4,645$4,645-- 3.8%
Payroll taxes $4,100$4,100-- 3.4%
Conferences, conventions and meetings $277$277-- 0.2%
Total$120,855100%

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2014 · Form 990 · $108,086 spent · pay $47,915 · grants $0 · events $260
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $44,433$44,433-- 41.1%
All other expenses $29,294$29,294-- 27.1%
Occupancy $20,213$20,213-- 18.7%
Advertising and promotion $6,464$6,464-- 6.0%
Payroll taxes $3,482$3,482-- 3.2%
Other (as described)EQUIPMENT RENTALMAINTENANCE $1,815$1,815-- 1.7%
Fees: accounting $1,028$1,028-- 1.0%
Other (as described)BANKINGFINANCIAL FEES $956$956-- 0.9%
Conferences, conventions and meetings $260$260-- 0.2%
Other (as described)EQUIPMENTFURNITURE PURCHASE $141$141-- 0.1%
Total$108,086100%

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2013 · Form 990 · $94,745 spent · pay $47,375 · grants $0 · events $400
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $43,949$43,949-- 46.4%
Occupancy $19,479$19,479-- 20.6%
All other expenses $19,444$19,444-- 20.5%
Advertising and promotion $3,816$3,816-- 4.0%
Payroll taxes $3,426$3,426-- 3.6%
Fees: accounting $1,622$1,622-- 1.7%
Other (as described)EQUIPMENT RENTALMAINTENANCE $1,230$1,230-- 1.3%
Other (as described)BANKINGFINANCIAL FEES $884$884-- 0.9%
Conferences, conventions and meetings $400$400-- 0.4%
Other (as described)REFUSE AND RECYCLING $269$269-- 0.3%
Other (as described)EQUIPMENTFURNITURE PURCHASE $226$226-- 0.2%
Total$94,745100%

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2012 · Form 990 · $89,897 spent · pay $44,974 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $41,674$41,674-- 46.4%
All other expenses $20,054$20,054-- 22.3%
Other (as described)UTILITIES $13,420$13,420-- 14.9%
Insurance $5,576$5,576-- 6.2%
Advertising and promotion $3,460$3,460-- 3.8%
Payroll taxes $3,300$3,300-- 3.7%
Other (as described)BANKING/FINANCIAL FEES $1,137$1,137-- 1.3%
Other (as described)EQUIPMENT/FURNITURE PURCHASE $768$768-- 0.9%
Other (as described)EQUIPMENT RENTAL/MAINTENANCE $508$508-- 0.6%
Total$89,897100%

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2011 · Form 990 · $99,673 spent · pay $50,965 · grants $0 · events -$125
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $46,460$46,460-- 46.6%
All other expenses $22,094$22,094-- 22.2%
Other (as described)UTILITIES $17,602$17,602-- 17.7%
Insurance $5,182$5,182-- 5.2%
Payroll taxes $4,505$4,505-- 4.5%
Advertising and promotion $2,030$2,030-- 2.0%
Other (as described)BANKINGFINANCIAL FEES $1,549$1,549-- 1.6%
Other (as described)SCHOLARSHIPS $300$300-- 0.3%
Travel $51$51-- 0.1%
Other (as described)BUSINESS REGISTRATION FEES $25$25-- 0.0%
Conferences, conventions and meetings -$125-$125-- -0.1%
Total$99,673100%

View the filing