Civic Intelligence

Wisconsin Preservation Fund Inc.

990 • Fiscal year 2017 • EIN 39-1657657

Apr 01, 2016 to Mar 31, 2017 • Filed on Nov 15, 2017

Organization ProfileNA
1000 North Water Street 17th FloorMilwaukee, WI 53202-0900

(414) 298-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.49x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

7.81x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-43%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$3,359,203

Down $19,953 (-0.6%) from 2016

Net Assets

Up

$1,701,782

Up $75,461 (+4.6%) from 2016

Liabilities

Down

$1,657,421

Down $95,414 (-5.4%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin87th percentile

Revenue

Down

$212,181

Down $161,985 (-43%) from 2016

Expenses

Up

$136,720

Up $11,491 (+9.2%) from 2016

Net Income

Down

$75,461

Down $173,476 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $2,937,565Liabilities 2011: $1,727,222Net Assets 2011: $1,210,3432011Assets 2012: $3,246,294Liabilities 2012: $1,634,877Net Assets 2012: $1,611,4172012Assets 2014: $3,307,652Liabilities 2014: $1,896,521Net Assets 2014: $1,411,1312014Assets 2015: $3,286,581Liabilities 2015: $1,901,197Net Assets 2015: $1,385,3842015Assets 2016: $3,379,156Liabilities 2016: $1,752,835Net Assets 2016: $1,626,3212016Assets 2017: $3,359,203Liabilities 2017: $1,657,421Net Assets 2017: $1,701,7822017Assets 2018: $6,260,953Liabilities 2018: $1,791,752Net Assets 2018: $4,469,2012018Assets 2019: $7,027,065Liabilities 2019: $2,178,816Net Assets 2019: $4,848,2492019Assets 2020: $8,134,196Liabilities 2020: $3,749,448Net Assets 2020: $4,384,7482020Assets 2021: $7,931,739Liabilities 2021: $4,196,702Net Assets 2021: $3,735,0372021Assets 2022: $12,189,934Liabilities 2022: $7,720,981Net Assets 2022: $4,468,9532022Assets 2023: $13,051,226Liabilities 2023: $7,546,248Net Assets 2023: $5,504,9782023Assets 2024: $13,341,044Liabilities 2024: $7,881,280Net Assets 2024: $5,459,7642024Assets 2025: $14,393,526Liabilities 2025: $8,992,162Net Assets 2025: $5,401,3642025

Highlighted filing

2017

Assets$3,359,203
Liabilities$1,657,421
Net Assets$1,701,782
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $869,5692011Expenses 2012: $119,0502012Revenue 2014: $250,448Expenses 2014: $461,402Net Income 2014: -$210,9542014Revenue 2015: $142,505Expenses 2015: $168,252Net Income 2015: -$25,7472015Revenue 2016: $374,166Expenses 2016: $125,229Net Income 2016: $248,9372016Revenue 2017: $212,181Expenses 2017: $136,720Net Income 2017: $75,4612017Revenue 2018: $3,914,003Expenses 2018: $1,351,514Net Income 2018: $2,562,4892018Revenue 2019: $2,808,501Expenses 2019: $2,505,325Net Income 2019: $303,1762019Revenue 2020: $1,958,828Expenses 2020: $2,422,329Net Income 2020: -$463,5012020Revenue 2021: $1,197,027Expenses 2021: $705,305Net Income 2021: $491,7222021Revenue 2022: $1,036,720Expenses 2022: $863,967Net Income 2022: $172,7532022Revenue 2023: $1,724,672Expenses 2023: $570,041Net Income 2023: $1,154,6312023Revenue 2024: $2,656,115Expenses 2024: $2,622,412Net Income 2024: $33,7032024Revenue 2025: $9,381,101Expenses 2025: $7,480,393Net Income 2025: $1,900,7082025

Highlighted filing

2017

Revenue$212,181
Expenses$136,720
Net Income$75,461
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$255,789
Mission and Program Overview

Mission

To promote the preservation of historic sturctures, reverse urban deterioration, revitalize urban areas and promote affordable housing, through direct ownership and development of real estate and/or providing loans and grants to entities or individuals who are furthering these initiatives.

To promote the preservation of historic structures, reverse urban deterioration, revitalize urban areas and promote affordable housing, through direct ownership and development of real estate and/or providing loans and grants to entities or individuals who are furthering these same initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,977,080$1,826,950▼ $150,130
Investments in Publicly Traded Securities$719,179$776,625▲ $57,446
Cash and Non-Interest-Bearing Accounts$620,892$288,108▼ $332,784
Savings and Temporary Cash Investments$20,573$231,446▲ $210,873
Prepaid Expenses and Deferred Charges$2,563$1,938▼ $625
Accounts Receivable$-35,000$-70,000▼ $35,000
Total Assets$3,379,156$3,359,203▼ $19,953
Other Assets Total$73,869$304,136▲ $230,267
Liabilities
Unsecured Notes Loans Payable$1,605,175$1,530,175▼ $75,000
Accounts Payable and Accrued Expenses$122,660$123,871▲ $1,211
Other Liabilities$25,000--
Deferred Revenue-$3,375-
Total Liabilities$1,752,835$1,657,421▼ $95,414
Net Assets / Fund Balance
Unrestricted Net Assets$1,536,227$1,597,107▲ $60,880
Temporarily Rstr Net Assets$90,094$104,675▲ $14,581
Total Net Assets Fund Balance$1,626,321$1,701,782▲ $75,461
Total Liabilities and Net Assets / Fund Balance$3,379,156$3,359,203▼ $19,953

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$22,500--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Charles EngbergBoard of Director
David UihleinBoard of Director
John HellerBoard of Director
Bruce T BlockPres/treas/l
Elizabeth J MeyerSecretary
Charles I TrainerVice Pres/lo
Revenue and Support

Revenue Composition

Contributions and Grants
$10,600
Program Service Revenue
$0
Investment Income
$86,556
Other Revenue
$115,025
All Other Contributions
$10,600
Change in Net Assets
$75,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$212,181
Total Revenue per Audited Statements
$212,181
Total Revenue per Form 990
$212,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$136,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,175$13,310-$19,485
Interest$19,078--$19,078
Fees for Services Accounting-$11,910-$11,910
Fees for Service Investment Mgmnt Fees$9,075--$9,075
Fees for Services Legal$680--$680
Other Expenses$307--$307
Total Functional Expenses$111,500$25,220$0$136,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$136,720
Total Expenses per Audited Statements$136,720
Total Expenses per Form 990$136,720
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bruce T BlockPresidentLegal FeesNo$680
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Reinhart boerner, van deuren, s.c. Partner president wpf-partner”

Form 990, Page 6, Part VI, Line 11B

“The form 990 was reviewed by the president prior to submission. All board members were given the opportunity to review the form 990 at some time during the year.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are available upon request at the address listed on the form 990.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Preservation Fund Inc
EIN
39-1657657
Phone
4142981000
Address
1000 NORTH WATER STREET 17TH FLOOR, MILWAUKEE, WI 53202-0900

Signing Officer

Name
Bruce T Block
Title
Pres/treas/loan Comm
Phone
4142981000
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce T Block
Formed
1989
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Wolfgang Ritter CPA Sc
Address
2115 10TH AVENUE SUITE 201, SOUTH MILWAUKEE, WI 53172
Preparer
Alan M Schulman CPA
Phone
4144350650
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote the preservation of historic structures, reverse urban deterioration, revitalize urban areas and promote affordable housing, through direct ownership and development of real estate and/or providing loans and grants to entities or individuals who are furthering these same initiatives.”

Form 990, Page 1, Part I, Line 6

“Volunteers serve as officers, on the board of directors and committees.”

Form 990, Part IX, Line 11G

“Servicing fee-medc 0 13,310 0 consulting fees 4,625 0 0 development fees 1,550 0 0 total 6,175 13,310 0”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt222500
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IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE PRESERVATION OF HISTORIC STRUCTURES, REVERSE URBAN DETERIORATION, REVITALIZE URBAN AREAS AND PROMOTE AFFORDABLE HOUSING, THROUGH DIRECT OWNERSHIP AND DEVELOPMENT OF REAL ESTATE AND/OR PROVIDING LOANS AND GRANTS TO ENTITIES OR INDIVIDUALS WHO ARE FURTHERING THESE SAME INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS SERVE AS OFFICERS, ON THE BOARD OF DIRECTORS AND COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REINHART BOERNER, VAN DEUREN, S.C. PARTNER PRESIDENT WPF-PARTNER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS REVIEWED BY THE PRESIDENT PRIOR TO SUBMISSION. ALL BOARD MEMBERS WERE GIVEN THE OPPORTUNITY TO REVIEW THE FORM 990 AT SOME TIME DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS LISTED ON THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SERVICING FEE-MEDC 0 13,310 0 CONSULTING FEES 4,625 0 0 DEVELOPMENT FEES 1,550 0 0 TOTAL 6,175 13,310 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS/LOAN COMM
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN PRESERVATION FUND INC
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M SCHULMAN CPA
ReturnHeader/ReturnTs02017-11-15T07:12:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,359,203
Liabilities
$1,657,421
Net assets
$1,701,782
Revenue
$212,181
Expenses
$136,720
Net income
$75,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$8.99$5.40$9.38$7.48$1.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$7.88$5.46$2.66$2.62$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$7.55$5.50$1.72$0.57$1.15
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.2$7.72$4.47$1.04$0.86$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$4.20$3.74$1.20$0.71$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$3.75$4.38$1.96$2.42$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$2.18$4.85$2.81$2.51$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$1.79$4.47$3.91$1.35$2.56
2017Detailed filing. Detailed filing data is available for this year.$3.36$1.66$1.70$0.21$0.14$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$1.75$1.63$0.37$0.13$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$1.90$1.39$0.14$0.17$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$1.90$1.41$0.25$0.46$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$1.63$1.61$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$1.73$1.21$0.87