To preserve and restore significant historical sites to be used for community purposes within the city of fort atkinson, wisconsin and the immediate surrounding area.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 18 volunteers and 9 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
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
Yes
Donations are tax-deductible
Looks good: the IRS lists 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
4 of 6
filings with a surplus
Average surplus $226K a year · 51% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$70K
to officers and key staff · 32% of spending
Concern: pay to officers and key staff is 32% of spending; over 30%.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $1.4M in investments, Pt X · Ln 11–13
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $66K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.06% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+359% vs prior year
Spent
$222K
To programs
100%
Net assets
$4.0M
By yearFY2020–FY2025
Revenue
$1.3M
FY2025▲ +359%
Tap a bar for its year
Revenue by fiscal year
FY2020$242K
FY2021$564K
FY2022$27K
FY2023$297K
FY2024$275K
FY2025$1.3M
Expenses
$222K
FY2025▼ -34%
Tap a bar for its year
Expenses by fiscal year
FY2020$159K
FY2021$179K
FY2022$207K
FY2023$209K
FY2024$338K
FY2025$222K
Net assets
$4.0M
FY2025▲ +36%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.9M
FY2021$3.3M
FY2022$3.1M
FY2023$3.2M
FY2024$2.9M
FY2025$4.0M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2012.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $222K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $70K paid to officers and key staff.

Part VII, Section A · reportable compensation
$70,000Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director and Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasuer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Megwyn Sanders-Andrews’s $70K as Exec Director is at the 11th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024
Megwyn Sanders-Andrews$70,000—
Luwan Glasscock—$60,064

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Rock River Heritage INC 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 15aYes

Programs and updates

Preserves and restores historical sites for community use in Fort Atkinson, Wisconsin.

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Provided by the organization

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1 program · $222K · in their own filed words · FY2025
01

Reference schedule o no grants were made to other organizations or persons no separate accounting is available for the costs of the several free programs

$222Kprogram 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 · FY2024
Total grants receivedfrom 2 funders$66K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.2M
Other incomeLn 4–11$30K
Fees for servicesLn 2g$28K
Money outPt IX
$222K
Ln 25
Programscol B$222K
Owns and owesPt X
$4.0M
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$4.0M
LiabilitiesLn 26$2K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Fundraising eventsLn 1c$57K
Fees for servicesLn 2g$28K
Investment incomeLn 3$13K
Other incomeLn 4–11$30K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$106K
Cash and savings togetherLn 1–2$106K
InvestmentsLn 11–13$1.4M
Land, buildings, equipmentLn 10c$2.4M
Total assetsLn 16$4.0M
LiabilitiesLn 26$2K
Net assetsLn 32$4.0M
OperationsPt I, VI
EmployeesI 59
VolunteersI 618
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$64K$106K
InvestmentsLn 11–13$437K$1.4M
Land, buildings, equipmentLn 10c$2.4M$2.4M
Total assetsLn 16$2.9M$4.0M
LiabilitiesLn 26$164$2K
Net assetsLn 32$2.9M$4.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$116K$116K
Other employee benefitsLn 9$243$243
Payroll taxesLn 10$11K$11K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$21K$21K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$4K$4K
OccupancyLn 16$20K$20K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$32K$32K
Total functional expensesLn 25$222K$222K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.3M$222K$1.0M$4.0M 990 PDF
FY2024 $275K$338K−$63K$2.9M 990 PDF
FY2023 $297K$209K$89K$3.2M 990 PDF
FY2022 $27K$207K−$179K$3.1M 990 PDF
FY2021 $564K$179K$384K$3.3M 990 PDF
FY2020 $242K$159K$83K$2.9M 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 $1,261,018 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $171,393$1,189,878
I-9 Program service revenuePrior year $50,830$27,892
I-10 Investment incomePrior year $14,867$12,999
I-11 Other revenuePrior year $37,424$30,249
I-12 Total revenuePrior year $274,514$1,261,018
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $152,453$126,790
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $185,119$94,843
I-18 Total expensesPrior year $337,572$221,633
I-19 Revenue less expensesPrior year −$63,058$1,039,385
Part VI · Governance 9 of 9 board members independent, 2 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,261,018 across 9 lines filed
VIII-1b Membership dues$16,396
VIII-1c Fundraising events$57,017
VIII-1f All other contributions, gifts and grants$1,116,465
VIII-1h Total contributions, gifts and grants$1,189,878
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,892$27,892
VIII-3 Investment incomeRelated to mission $12,999$12,999
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $30,249$30,249
VIII-12 Total revenueRelated to mission $71,140 · Unrelated business $0 · Excluded from tax $0$1,261,018
Part IX · Statement of functional expenses $221,633 across 10 lines filed
IX-7 Other salaries and wagesPrograms $115,671$115,671
IX-9 Other employee benefitsPrograms $243$243
IX-10 Payroll taxesPrograms $10,876$10,876
IX-11f Investment management feesPrograms $2,044$2,044
IX-11g Other fees for servicesPrograms $21,336$21,336
IX-12 Advertising and promotionPrograms $4,099$4,099
IX-13 Office expensesPrograms $3,854$3,854
IX-16 OccupancyPrograms $19,623$19,623
IX-23 InsurancePrograms $12,132$12,132
IX-24 Other expenses (24a–d)Programs $31,755$31,755
IX-25 Total functional expensesPrograms $221,633 · Management $0 · Fundraising $0$221,633
Part X · Balance sheet $3,956,559 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $63,825$105,884
X-10c Land, buildings and equipment, netStart of year $2,414,426$2,414,426
X-11 Publicly traded securitiesStart of year $436,658$1,436,249
X-16 Total assetsStart of year $2,914,909$3,956,559
X-17 Accounts payable and accrued expensesStart of year $164$2,430
X-26 Total liabilitiesStart of year $164$2,430
X-32 Total net assets or fund balancesStart of year $2,914,745$3,954,129
X-33 Total liabilities and net assetsStart of year $2,914,909$3,956,559
Part XI · Reconciliation of net assets $3,954,129 net assets at year end
XI-1 Total revenue$1,261,018
XI-2 Total expenses$221,633
XI-3 Revenue less expenses$1,039,385
XI-4 Net assets at start of year$2,914,745
XI-9 Other changes in net assets−$1
XI-10 Net assets at end of year$3,954,129

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

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