Nonprofit · EIN 30-0595385
WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC
Tax-exempt · MADISON, WI 53706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,840 | $1,725 | $1,115 | $501,971 | $0 | $501,971 |
| June 30, 2024 | 990 | $2,840 | $1,862 | $978 | $500,856 | $0 | $500,856 |
| June 30, 2023 | 990 | $33,895 | $188,100 | -$154,205 | $500,878 | $1,000 | $499,878 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,840
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,725
Balance sheet and other
- Total assets, start of year
- $500,856
- Total assets, end of year
- $501,971
- Total liabilities, end of year
- $0
- Net assets, end of year
- $501,971
- Land, buildings and equipment
- $295,139
- Net assets without donor restrictions
- $501,971
- Gross receipts
- $2,840
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2009
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE LUSSIER | EXECUTIVE DIRECTOR Officer | 1 | $0 | $170,290 | $18,391 |
| JON BECK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE WILDER | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOE SHUMOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENDALL BREUNIG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE LUSSIER | EXECUTIVE DIRECTOR Officer | 1 | $0 | $176,911 | $18,972 |
| JON BECK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE WILDER | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOE SHUMOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENDALL BREUNIG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JULIE LUSSIER | EXECUTIVE DIRECTOR Officer | 1 | $0 | $148,725 | $15,931 |
| JON BECK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE WILDER | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOE SHUMOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENDALL BREUNIG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 816 STATE ST, MADISON, WI 53706-1417
- Principal officer (990 for 2024)
- JULIE LUSSIER, 816 STATE ST, MADISON, WI 537061417
- Signed the 990
- JULIE LUSSIER, EXECUTIVE DIRECTOR
- Phone
- (608) 264-6460
- Website
- WISCONSINHISTORY.ORG/WHF
- Return prepared by
- WEGNER CPAS LLP
Mission
THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION EXISTS TO SUPPORT THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY AND WISCONSIN HISTORICAL FOUNDATION AND PROMOTE THE PRESERVATION AND REUSE OF HISTORIC STRUCTURES IN WISCONSIN.
Program accomplishments
- THE MISSION OF WHREFI IS TO PARTNER WITH THE PRIVATE SECTOR IN INNOVATIVE WAYS AND, THROUGH ITS ACTIVITIES, OFFER CREATIVE OPPORTUNITIES FOR INVESTMENT AND GENERATE NEW ASSETS AND REVENUE STREAMS FOR THE FOUNDATION. WHREFI MAY CHOOSE TO HOLD THESE INVESTMENTS IN ORDER TO GARNER FUTURE APPRECIATION. ASSET TYPES MAY INCLUDE EQUITIES, DEVELOPABLE PROPERTY, NET LEASE PROPERTY, AND COMMODITIES, ALTHOUGH IT HAS NO CURRENT SPECIFIC STRATEGIES SEEKING DONATIONS IN THESE AREAS. IN THE FUTURE, WHREFI MAY ALSO SEEK TO BECOME A RESOURCE FOR OWNERS, DEVELOPERS, INVESTORS, MUNICIPALITIES, AND HISTORIC PRESERVATIONISTS AS HISTORIC PROPERTIES ARE PRESERVED USING TAX CREDIT METHODOLOGY.THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION, INC. CURRENTLY HOLDS TITLE TO SIX PARCELS OF VACANT LAND. THE PROPERTIES ARE ADJACENT TO WADE HOUSE AND REED SCHOOL, BOTH WISCONSIN HISTORIC SITES.Expenses $1,725 · revenue $2,840
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0595385
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $501,971
- Income (IRS master file)
- $2,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,840 | $1,725 | $501,971 | XML |
| 990 | June 2024 | $2,840 | $1,862 | $500,856 | XML |
| 990 | June 2023 | $33,895 | $188,100 | $500,878 | XML |
| 990 | June 2022 | $4,271 | $8,416 | $654,083 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0595385).
Questions about WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC
- What is the EIN of WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC?
- The employer identification number (EIN) of WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC is 30-0595385.
- Is WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JULIE LUSSIER.
- Who are the officers and directors of WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,840, expenses of $1,725 and total assets of $501,971 at year end.
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