Nonprofit · EIN 39-1978351
WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC
Tax-exempt · WEST BEND, WI 53095
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $779,878 | $295,330 | $484,548 | $7,627,658 | $1,500,000 | $6,127,658 |
| December 31, 2024 | 990 | $524,097 | $270,971 | $253,126 | $7,185,978 | $1,800,000 | $5,385,978 |
| December 31, 2023 | 990 | $480,498 | $581,991 | -$101,493 | $6,528,683 | $2,100,000 | $4,428,683 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $303,000
- Program service revenue
- $0
- Investment income
- $476,878
- Net gain from sales of assets
- $303,859
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $338
- Accounting fees
- $6,080
- Program services (functional)
- $256,960
- Management and general (functional)
- $38,370
Balance sheet and other
- Total assets, start of year
- $7,185,978
- Total assets, end of year
- $7,627,658
- Total liabilities, end of year
- $1,500,000
- Net assets, end of year
- $6,127,658
- Publicly traded securities
- $7,546,045
- Net assets without donor restrictions
- $6,127,658
- Gross receipts
- $2,638,179
- Employees
- 0
- Volunteers
- 5
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK CARR | PRESIDENT Trustee or director, Officer | 1.5 | $0 |
| LISA HAMMER | SECRETARY Trustee or director, Officer | 1.5 | $0 |
| JOEL HERRIGES | VICE PRESIDE Trustee or director, Officer | 1.5 | $0 |
| DERRICK HUBBARD | TREASURER Trustee or director, Officer | 1.5 | $0 |
| ATTY ISAIAH RICHIE | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA THEUSCH | EMERITUS DIR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK CARR | PRESIDENT Trustee or director, Officer | 3 | $0 |
| LISA HAMMER | SECRETARY Trustee or director, Officer | 3 | $0 |
| JOEL HERRIGES | DIRECTOR Trustee or director | 1 | $0 |
| DERRICK HUBBARD | TREASURER Trustee or director, Officer | 3 | $0 |
| MARILYN MERTEN | EMERITUS DIR Trustee or director | – | $0 |
| KEN MILLER | EMERITUS DIR Trustee or director | – | $0 |
| ATTY ISAIAH RICHIE | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA THEUSCH | EMERITUS DIR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK CARR | PRESIDENT Trustee or director, Officer | 3 | $0 |
| ROBERT ENGEL | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| LISA HAMMER | SECRETARY Trustee or director, Officer | 3 | $0 |
| DERRICK HUBBARD | TREASURER Trustee or director, Officer | 3 | $0 |
| MARILYN MERTEN | DIRECTOR Trustee or director | 1 | $0 |
| KEN MILLER | DIRECTOR Trustee or director | 1 | $0 |
| ISAIAH RICHIE | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA THEUSCH | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 320 S 5TH AVE, WEST BEND, WI 53095-3333
- Mailing address (990-N for 2012)
- 320 S Fifth Avenue, West Bend WI 53095
- Principal officer (990 for 2025)
- DERRICK HUBBARD, 320 S 5TH AVENUE, WEST BEND, WI 53095
- Principal officer (990-N for 2012)
- Patricia Lutz, 320 S Fifth Avenue, West Bend WI 53095
- Signed the 990
- DERRICK HUBBARD, TREASURER
- Phone
- (262) 335-4678
- Return prepared by
- SCHENSEMA CPA INC
Mission
TO SUPPORT THE WASHINGTON COUNTY HISTORICAL SOCIETY INC
Program accomplishments
- TO SUPPORT THE WASHINGTON COUNTY HISTORICAL SOCIETY INCExpenses $256,960
- N/A
- N/A
- OTHER
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1978351
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A11)
- Assets (IRS master file)
- $7,627,658
- Income (IRS master file)
- $2,638,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $779,878 | $295,330 | $7,627,658 | IRS |
| 990 | December 2024 | $524,097 | $270,971 | $7,185,978 | XML |
| 990 | December 2023 | $480,498 | $581,991 | $6,528,683 | XML |
| 990 | December 2022 | $351,737 | $200,724 | $6,240,646 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Patricia Lutz | October 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 39-1978351).
Questions about WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC
- What is the EIN of WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC?
- The employer identification number (EIN) of WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC is 39-1978351.
- Is WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names DERRICK HUBBARD.
- Who are the officers and directors of WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $779,878, expenses of $295,330 and total assets of $7,627,658 at year end.
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