Dunn County Historical Society

Analysis

Dunn County Historical Society is a registered charity in United States, based in Menomonie, WI. It received its IRS tax-exemption ruling in January 1974, 52 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, Dunn County Historical Society reported income of $155k and spending of $228k, spending 147% of what it took in. Across the 5 years on record, from September 2019 to September 2023, income grew from $111k to $155k (+40%), an average of +8.7% a year. The sharpest change came in the year to September 2021, when income rose by 82%. Over the whole period it spent 156% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Dunn County Historical Society sits at the 47th percentile: it is larger than about 47% of them. Against every charity in United States with reported income it ranks in the 48th percentile, and in the 47th percentile within WI. Charities of a similar size with the same main cause include PTA California Congress of Parents Teachers & Students Inc ($155k), Alumni Association of the Amanda Clearcreek High School ($155k) and Science Engineering Fair of Houston ($155k).

On its Form 990 for the period ending September 2023, revenue came from contributions and grants 78% and program service revenue 5.0% of the total. Compensation of current officers, directors and key employees was $47k (21% of expenses). Other salaries and wages came to $64k. At year end it held assets of $1.1m against liabilities of $644, net assets of $1.1m. It reported 6 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.