Ozaukee County Historical Society Inc

Analysis

Ozaukee County Historical Society Inc is a registered charity in United States, based in Cedarburg, WI. It received its IRS tax-exemption ruling in July 2014, 12 years ago. Its declared purposes cover arts, culture and humanities, which this site groups under arts, culture, heritage and science. 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 December 2023, Ozaukee County Historical Society Inc reported income of $152k and spending of $97k, leaving 36% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $103k to $152k (+49%), an average of +10% a year. The sharpest change came in the year to December 2020, when income rose by 26%. Over the whole period it spent 67% of the income it received.

Among 45,478 United States charities whose main cause is arts, culture, heritage and science and that reported income, Ozaukee County Historical Society Inc sits at the 53rd percentile: it is larger than about 53% 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 High Point Historical Society Inc ($152k), Alabama Council on Economic Education Inc ($152k) and St Petersburg City Theatre Incorporated ($152k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 75% and program service revenue 7.8% of the total. Other salaries and wages came to $15k. At year end it held assets of $3.9m against liabilities of $1, net assets of $3.9m. It reported 9 employees.