Civic Intelligence

Wisconsin Preservation Fund Inc.

990 • Fiscal year 2020 • EIN 39-1657657

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 30, 2020

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

74th percentile

0.46x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

1.91x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

13th percentile

-24%

Higher net margin than 13% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-30%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$8,134,196

Up $1,107,131 (+16%) from 2019

Net Assets

Down

$4,384,748

Down $463,501 (-9.6%) from 2019

Liabilities

Up

$3,749,448

Up $1,570,632 (+72%) from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin13th percentile

Revenue

Down

$1,958,828

Down $849,673 (-30%) from 2019

Expenses

Down

$2,422,329

Down $82,996 (-3.3%) from 2019

Net Income

Down

-$463,501

Down $766,677 (-253%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2020

Assets$8,134,196
Liabilities$3,749,448
Net Assets$4,384,748
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$1,958,828
Expenses$2,422,329
Net Income-$463,501
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$1,983,212
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,623,712$5,101,418▲ $1,477,706
Investments in Publicly Traded Securities$824,125$732,403▼ $91,722
Cash and Non-Interest-Bearing Accounts$1,024,448$526,951▼ $497,497
Savings and Temporary Cash Investments$47,361$33,012▼ $14,349
Accounts Receivable$-70,000$-70,000→ $0
Total Assets$7,027,065$8,134,196▲ $1,107,131
Other Assets Total$1,577,419$1,810,412▲ $232,993
Liabilities
Unsecured Notes Loans Payable$2,055,175$3,655,175▲ $1,600,000
Accounts Payable and Accrued Expenses$123,641$94,273▼ $29,368
Total Liabilities$2,178,816$3,749,448▲ $1,570,632
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,282,325$2,892,906▼ $389,419
Net Assets With Donor Restrictions$1,565,924$1,491,842▼ $74,082
Total Net Assets Fund Balance$4,848,249$4,384,748▼ $463,501
Total Liabilities and Net Assets / Fund Balance$7,027,065$8,134,196▲ $1,107,131

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$15,000--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,335,580
Program Service Revenue
$704,253
Investment Income
$-81,005
Other Revenue
$0
All Other Contributions
$1,305,080
Change in Net Assets
$-463,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,958,828
Total Revenue per Audited Statements
$1,958,828
Total Revenue per Form 990
$1,958,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,422,329
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
All Other Expenses$197,740--$197,740
Other Expenses$113,556--$113,556
Fees for Services Other$36,227--$36,227
Fees for Services Accounting-$16,992-$16,992
Fees for Service Investment Mgmnt Fees-$10,718-$10,718
Fees for Services Legal$9,875--$9,875
Interest$-7,927--$-7,927
Total Functional Expenses$2,394,619$27,710$0$2,422,329

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,422,329
Total Expenses per Audited Statements$2,422,329
Total Expenses per Form 990$2,422,329
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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
Phone
4142981000
Signed
2020-10-30
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
Sitzberger & Company Sc
Address
611 N BARKER ROAD SUITE 200, BROOKFIELD, WI 53045
Preparer
Alan M Schulman CPA
Phone
2628601724
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 and members on the board of directors and committees.”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS SERVE AS OFFICERS AND MEMBERS ON THE BOARD OF DIRECTORS AND COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REINHART BOERNER, VAN DEUREN, S.C. PARTNER PRESIDENT WPF-PARTNER
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ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,134,196
Liabilities
$3,749,448
Net assets
$4,384,748
Revenue
$1,958,828
Expenses
$2,422,329
Net income
-$463,501
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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