Waukesha County Historical Society & Museum Inc is a 501(c)(3) organization based in Waukesha, Wisconsin, registered in 1965, with $215,286 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$215K
▲ 25.5% vs prior year
Expenses (FY2023)
$227K
Net assets
$1.4M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Waukesha County Historical Society & Museum Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Waukesha County Historical Society & Museum Inc: 73 mo reserves · -5% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Waukesha County Historical Society & Museum Inc— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Waukesha County Historical Society & Museum Inc: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $603K (FY2013) to $215K (FY2023) across 11 reported years.
Financial snapshot
Operating margin
-5.4%
Spent more than it raised in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$31K
Net assets
$1.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $215,286▲25.5% | $227,010▲15.9% | $1,382,844 | $1,413,877▲1.4% | 990 |
| 2022 | $171,531▲9.9% | $195,872▼1.5% | $1,383,431▼1.4% | $1,393,755▼1.4% | 990 |
| 2021 | $156,024▲11.8% | $198,787▲8.8% | $1,403,316▼4.4% | $1,412,952▼4.6% | 990 |
| 2020 | $139,515▼18.5% | $182,742▲10.8% | $1,468,600▼0.6% | $1,480,863▼0.1% | 990 |
| 2019 | $171,244▼43.2% | $164,910▼5.5% | $1,476,952▲0.4% | $1,482,493▲0.4% | 990 |
| 2018 | $301,712▲12.3% | $174,528▲7.1% | $1,471,211▲9.0% | $1,476,492▲9.0% | 990 |
| 2017 | $268,758▲148% | $162,912▼31.7% | $1,350,174▲8.6% | $1,354,809▲8.3% | 990 |
| 2016 | -$559,806▼420% | $238,665▼12.6% | $1,242,871▼39.0% | $1,250,859▼38.8% | 990 |
| 2015 | $174,799▼49.3% | $273,072▼35.3% | $2,037,080▼4.7% | $2,043,760▼5.0% | 990 |
| 2014 | $344,592▼42.8% | $421,801▼31.4% | $2,136,871▼10.1% | $2,150,554▼10.9% | 990 |
| 2013 | $602,827 | $614,567▼30.4% | $2,376,107▼0.6% | $2,414,045▼10.6% | 990 |
| 2012 | — | $882,907▲59.3% | $2,390,809▼10.2% | $2,701,409▼4.7% | 990 |
| 2011 | — | $554,346▼6.0% | $2,663,782▲0.5% | $2,833,228▼3.0% | 990 |
| 2010 | — | $589,702▲4.7% | $2,649,423▲0.9% | $2,921,489▼4.1% | 990 |
| 2009 | — | $563,453 | $2,625,943 | $3,045,629 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
1 grant to Waukesha County Historical Society & Museum Inc totaling $15K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2020 | $14,968 |
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Data for Waukesha County Historical Society & Museum Inc (EIN 39-6056461) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.