EPHRAIM HISTORICAL FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

EPHRAIM HISTORICAL FOUNDATION INC

EIN 39-6075684 · Historical Societies & Historic Preservation (A82)

What they do

PRESERVE and FOSTER PRESERVATION of HISTORICAL MONUMENTS, BUILDINGS, STRUCTURES, SITES and COLLECTIONS. ACT AS A RESOURCE IN SUPPORT of CULTURAL ORGANIZATIONS and CIVIC SERVICES WITHIN THE VILLAGE of EPHRAIM and THE COMMUNITY AT LARGE. ACT AS A VEHICLE and CUSTODIAN of FINANCIAL CONTRIBUTIONS for THE PRESERVATION of HISTORIC PROPERTIES and COLLECTIONS. ENRICH THE CONCEPT of EPHRAIM AS A VILLAGE of VALUES for THE ENJOYMENT and UNDERSTANDING of OUR CULTURAL TRADITIONS and NATURAL BEAUTY. SHARE THE HERITAGE and STORIES of THE PEOPLE of EPHRAIM THROUGH RESEARCH, OUTREACH and EDUCATION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $62.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.54%of revenue went to mission work62.8% of expenses · Program services

7.45%of revenue went to fundraising6.3% of expenses

$97.37spent for every $100 of revenueRevenue covered expenses this year.

36.64%of revenue went to management and office costs30.9% of expenses

$4.46in assets for every $1 spent this yearSome assets cannot be spent right away.

70.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $61,208 for CODY SCHRECK (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$387,051

Mission workProgram services$288,52574.54% of revenue62.8% of expenses

ManagementOffice and general costs$141,81736.64% of revenue30.9% of expenses

FundraisingAsking for donations$28,8497.45% of revenue6.3% of expenses

Total expenses$459,191118.64% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 62.8% mission · 30.9% management · 6.3% fundraisingTotal expenses: 118.64% of revenue

2022Expense mix: 64.2% mission · 30.4% management · 5.4% fundraisingTotal expenses: 101.97% of revenue

2021Expense mix: 70.4% mission · 23.0% management · 6.6% fundraisingTotal expenses: 85.94% of revenue

2020Expense mix: 63.7% mission · 29.3% management · 7.0% fundraisingTotal expenses: 90.93% of revenue

2019Expense mix: 68.0% mission · 26.4% management · 5.6% fundraisingTotal expenses: 148.50% of revenue

2018Expense mix: 57.6% mission · 32.1% management · 10.3% fundraisingTotal expenses: 79.79% of revenue

2017Expense mix: 58.9% mission · 31.8% management · 9.3% fundraisingTotal expenses: 82.56% of revenue

2016Expense mix: 58.3% mission · 29.8% management · 11.8% fundraisingTotal expenses: 86.57% of revenue

Money in and money out

Revenue$471,572

Expenses$459,191

Annual surplus $12,381 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$288,525 · 62.8% of expenses

Management and office costs$141,817 · 30.9% of expenses

Fundraising$28,849 · 6.3% of expenses

See all reported dollar amounts

Revenue$471,572

Expenses$459,191

Assets$2,049,102

Income$597,010

Contributions$333,743

Mission work (program services)$288,525

Fundraising$28,849

Management and general$141,817

Stocks and bonds$669,462

Accounting fees$22,888

Investing fees$7,279

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CODY SCHRECKEXECUTIVE DIRECTOR · 22 hrs/week $61,208

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

CODY SCHRECKEXECUTIVE DIRECTOR

DANIEL MYERSDIRECTOR

JAMES PETERMANDIRECTOR

JULIE WATKINSDIRECTOR

KAREN BIERMANTREASURER

LAIRD HARTDIRECTOR

MARSELLA FULTSDIRECTOR

MISSY LEBELLEDIRECTOR

MONIQUE MCCLEANVICE PRESIDENT

ROB DAVISPRESIDENT

SHERRY MOORESECRETARY

WINDSOR MCCUTCHEONDIRECTOR

About this charity

Recognized since: January 1960
Location: PO BOX 165, EPHRAIM, WI 54211-0165
County: Door
In care of: CODY SCHRECK
Primary officer: CODY SCHRECK, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website EmailContactinfo@ephraim.org Phone(920) 854-9688

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Historical Societies & Historic Preservation (A82)
IRS tax category: Historical Societies & Historic Preservation