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Nonprofiteer
← WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC

Form 990 for tax year 2023

Filed by WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC.

Totals

Total revenue
$2,840
Total expenses
$1,862
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,840
Investment income
$0
Other revenue
$0
Total assets, end of year
$500,856
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$500,856
Program services expenses (Part IX)
$1,862
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,862

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JON BECK

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVE WILDER

    VICE PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOE SHUMOW

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KENDALL BREUNIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE LUSSIER

    EXECUTIVE DIRECTOR

    Total calculated
    $195,883
    From this org
    $0
    From related orgs
    $176,911
    Other
    $18,972
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,911 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,680 related
    Nontaxable benefits
    $0 + $1,292 related
    Filer's total
    $0 + $195,883 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BASED ON AN ANNUAL PERFORMANCE REVIEW GIVEN BY THE BOARD CHAIR OF WISCONSIN HISTORICAL FOUNDATION, INC.(WHF) BASED ON INPUT FROM WHF'S EXECUTIVE COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 April 2025
IRS schema version
2023v6.0
Source object
202511059349301706

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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