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Wisconsin Holstein Association

Not tax-deductible

Baraboo, WI501(c)(5)Mutual / membership EIN 39-0821878Revenue $286K in FY2025

On file with the IRSwisholsteins.com902 8th Ave, 53913-1247 · Baraboo, WITax-exempt since Aug 1951

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Provide services to promote and improve the Holstein breed.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $16K a year · 5% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Plus $300K in investments, Pt X · Ln 11–13
Looks good: 7.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $250
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$149K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$286K
-12% vs prior year
Spent
$301K
To programs
89%
Net assets
$627K
By yearFY2020–FY2025
Revenue
$286K
FY2025▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$340K
FY2021$315K
FY2022$296K
FY2023$283K
FY2024$325K
FY2025$286K
Expenses
$301K
FY2025▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$324K
FY2021$322K
FY2022$345K
FY2023$332K
FY2024$316K
FY2025$301K
Net assets
$627K
FY2025▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$715K
FY2021$730K
FY2022$595K
FY2023$581K
FY2024$614K
FY2025$627K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1951.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $268K Management & general 11% · $34K Fundraising 0% · $39

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
Kurt Loehr
President
$0Pt VII · Sec A
Joe Meyer
Vice President
$0Pt VII · Sec A
Steve Maier
Secretary
$0Pt VII · Sec A
Ralph Petersheim
Executive Committee
$0Pt VII · Sec A
Brenda Murphy
Executive Committee
$0Pt VII · Sec A
JR Boyke
Director
$0Pt VII · Sec A
Brian Coyne
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Wisconsin Holstein Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves and promotes the Holstein breed through dedicated services.

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Provided by the organization

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1 program · $268K · in their own filed words · FY2025
01

Provide services to promote and improve the holstein breed.

$268Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2022
Herbert H Kohl Charities INCFY2022$250
Total grants receivedfrom 1 funder$250

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$286K
Ln 12
Gifts and grantsLn 1h$182K
Fees for servicesLn 2g$93K
Investment incomeLn 3$11K
Money outPt IX
$301K
Ln 25
Programscol B$268K
Managementcol C$34K
Fundraisingcol D$39
Owns and owesPt X
$627K
net assets · Ln 32
Cash and savingsLn 1–2$183K
Total assetsLn 16$776K
LiabilitiesLn 26$149K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$182K
Government grantsLn 1e$640
Fees for servicesLn 2g$93K
Investment incomeLn 3$11K
Other incomeLn 4–11$156
Total revenueLn 12$286K
Assets in detailPt X, end of year
CashLn 1$183K
Cash and savings togetherLn 1–2$183K
InvestmentsLn 11–13$300K
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$254K
Total assetsLn 16$776K
LiabilitiesLn 26$149K
Net assetsLn 32$627K
OperationsPt I, VI
EmployeesI 54
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$201K$183K
InvestmentsLn 11–13$285K$300K
Land, buildings, equipmentLn 10c$6K$5K
Total assetsLn 16$770K$776K
LiabilitiesLn 26$156K$149K
Net assetsLn 32$614K$627K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$123K$123K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$10K$10K
Accounting feesLn 11c$10K$10K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$3K$3K
OccupancyLn 16$9K$9K
TravelLn 17$28K$11K$16K
Travel and entertainment for public officialsLn 18$6K$6K
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$637$637
Other expenses (24a–d)Ln 24$85K$81K$5K
All other expensesLn 24e$16K$16K$39
Total functional expensesLn 25$301K$268K$34K$39

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $286K$301K−$16K$627K 990 PDF
FY2024 $325K$316K$8K$614K 990 PDF
FY2023 $283K$332K−$49K$581K 990 PDF
FY2022 $296K$345K−$50K$595K 990 PDF
FY2021 $315K$322K−$7K$730K 990 PDF
FY2020 $340K$324K$16K$715K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $285,708 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $193,065$181,876
I-9 Program service revenuePrior year $121,572$92,827
I-10 Investment incomePrior year $10,031$10,849
I-11 Other revenuePrior year $0$156
I-12 Total revenuePrior year $324,668$285,708
I-13 Grants and similar amounts paidPrior year $500$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $140,129$139,733
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $175,841$161,680
I-18 Total expensesPrior year $316,470$301,413
I-19 Revenue less expensesPrior year $8,198−$15,705
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $285,708 across 8 lines filed
VIII-1b Membership dues$167,481
VIII-1e Government grants$640
VIII-1f All other contributions, gifts and grants$13,755
VIII-1h Total contributions, gifts and grants$181,876
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $92,827$92,827
VIII-3 Investment incomeRelated to mission $10,849$10,849
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $156$156
VIII-12 Total revenueRelated to mission $103,832 · Unrelated business $0 · Excluded from tax $0$285,708
Part IX · Statement of functional expenses $301,413 across 14 lines filed
IX-7 Other salaries and wagesPrograms $122,968$122,968
IX-8 Pension plan contributionsPrograms $4,200$4,200
IX-9 Other employee benefitsPrograms $3,000$3,000
IX-10 Payroll taxesPrograms $9,565$9,565
IX-11c Accounting feesManagement $9,762$9,762
IX-12 Advertising and promotionPrograms $3,721$3,721
IX-13 Office expensesManagement $2,814$2,814
IX-16 OccupancyPrograms $8,704$8,704
IX-17 TravelPrograms $11,368 · Management $16,431$27,799
IX-18 Travel and entertainment for public officialsPrograms $5,503$5,503
IX-22 Depreciation, depletion and amortizationPrograms $1,371$1,371
IX-23 InsurancePrograms $637$637
IX-24 Other expenses (24a–d)Programs $80,739 · Management $4,640$85,379
IX-24e All other expensesPrograms $15,951 · Fundraising $39$15,990
IX-25 Total functional expensesPrograms $267,727 · Management $33,647 · Fundraising $39$301,413
Part X · Balance sheet $775,839 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $201,366$183,456
X-4 Accounts receivableStart of year $14,460$24,625
X-10c Land, buildings and equipment, netStart of year $5,612$5,163
X-11 Publicly traded securitiesStart of year $285,280$299,752
X-14 Intangible assetsStart of year $9,687$8,764
X-15 Other assetsStart of year $254,079$254,079
X-16 Total assetsStart of year $770,484$775,839
X-17 Accounts payable and accrued expensesStart of year $6,871$6,989
X-19 Deferred revenueStart of year $149,390$141,998
X-26 Total liabilitiesStart of year $156,261$148,987
X-27 Net assets without donor restrictionsStart of year $599,223$611,852
X-28 Net assets with donor restrictionsStart of year $15,000$15,000
X-32 Total net assets or fund balancesStart of year $614,223$626,852
X-33 Total liabilities and net assetsStart of year $770,484$775,839
Part XI · Reconciliation of net assets $626,852 net assets at year end
XI-1 Total revenue$285,708
XI-2 Total expenses$301,413
XI-3 Revenue less expenses−$15,705
XI-4 Net assets at start of year$614,223
XI-5 Net unrealized gains (losses) on investments$28,334
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$626,852

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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