North Wood County Historical Society

Nonprofit profile at a glance

EIN
396078622
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025, Form 990-N 2023
Location
Marshfield, WI, USA
Phone
7153873322
Rating
90
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$45,354
Expenses
$33,970
Assets
$235,349

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Brad Allen (President)
  • Don Schnitzler (Vice President)

People named in this filing

  • Brad Allen (President)
  • Don Schnitzler (Vice President)
  • Mike Meyers (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Historical Education and Preservation of Upham MansionThe purpose of this organization are exclusively educational and shall be to preserve, advance and disseminate knowledge of the history of Marshfield, Wisconsin and the surrounding area and the State of Wisconsin. To maintain the Upham Mansion and to preserve the content an such articles as may be given to the society.All of the organizations resources and funds have been devoted to this one purpose. All of the organizations expenses are a result of this purpose. A grant was received by the Wood County Conservation Education Economic Development to repair and maintain concrete work at Upham Mansion.

What it reported doing in 2025

Historical Education and Preservation of Upham Mansion

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 100
  • Sustainability: 68
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.9%; rating input score 75
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 25.1%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 6.93; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.9% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 1.3% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: 74.9% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $34K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Officer compensation ratio scored 56/100.