Civic Intelligence

Wisconsin Preservation Fund Inc.

990 • Fiscal year 2024 • EIN 39-1657657

Apr 01, 2023 to Mar 31, 2024 • Filed on Jan 28, 2025

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

81st percentile

0.59x

Higher debt load relative to assets than 81% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

2.97x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

41st percentile

1.3%

Higher net margin than 41% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

2.2%

Faster asset growth than 40% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$13,341,044

Up $289,818 (+2.2%) from 2023

Net Assets

Down

$5,459,764

Down $45,214 (-0.8%) from 2023

Liabilities

Up

$7,881,280

Up $335,032 (+4.4%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin41st percentile

Revenue

Up

$2,656,115

Up $931,443 (+54%) from 2023

Expenses

Up

$2,622,412

Up $2,052,371 (+360%) from 2023

Net Income

Down

$33,703

Down $1,120,928 (-97%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2024

Assets$13,341,044
Liabilities$7,881,280
Net Assets$5,459,764
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$2,656,115
Expenses$2,622,412
Net Income$33,703
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Gross Receipts
$2,833,173
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$11,589,494$11,923,107▲ $333,613
Investments in Publicly Traded Securities$979,687$1,101,967▲ $122,280
Cash and Non-Interest-Bearing Accounts$185,712$115,602▼ $70,110
Total Assets$12,972,309$13,341,044▲ $368,735
Other Assets Total$217,416$200,368▼ $17,048
Liabilities
Unsecured Notes Loans Payable$7,437,148$7,782,709▲ $345,561
Accounts Payable and Accrued Expenses$109,100$98,571▼ $10,529
Total Liabilities$7,546,248$7,881,280▲ $335,032
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,398,267$5,269,853▼ $128,414
Net Assets With Donor Restrictions$27,794$189,911▲ $162,117
Total Net Assets Fund Balance$5,426,061$5,459,764▲ $33,703
Total Liabilities and Net Assets / Fund Balance$12,972,309$13,341,044▲ $368,735
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
David UihleinDirector
John HellerDirector
Bruce T BlockPres/treas
Elizabeth J MeyerSecretary
Charles I TrainerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,120,845
Program Service Revenue
$386,522
Investment Income
$148,748
Other Revenue
$0
All Other Contributions
$164,117
Change in Net Assets
$33,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,656,115
Total Revenue per Audited Statements
$2,656,115
Total Revenue per Form 990
$2,656,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,622,412
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$42,020--$42,020
Fees for Services Accounting-$23,310-$23,310
Interest$16,000--$16,000
Fees for Services Legal-$13,397-$13,397
Fees for Service Investment Mgmnt Fees$11,404--$11,404
Other Expenses$10,000--$10,000
All Other Expenses$3,922--$3,922
Total Functional Expenses$2,585,705$36,707$0$2,622,412

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,622,412
Total Expenses per Audited Statements$2,622,412
Total Expenses per Form 990$2,622,412
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
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. Of counsel president wpf-of counsel”

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
2025-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce T Block
Formed
1989
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
19

Preparer

Firm
Lucida Advisors LLC
Address
20633 WATERTOWN COURT, BROOKFIELD, WI 53186
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.”

Form 990, Page 2, Part III, Line 4D

“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 those same initiatives.”

Form 990, Part X

“During the year ended march 31, 2024, wpf discovered that previously issued financial statements included certain errors pertining to unrecorded activity. As a result of the correction of these errors, as of march 31, 2023, the wpf has decreased it total net assets by 78,917 for the cumulative effect of these errors.”

Raw XML Appendix351 raw XML fields

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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01335580
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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 AND MEMBERS ON THE BOARD OF DIRECTORS AND COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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 THOSE SAME INITIATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REINHART BOERNER, VAN DEUREN, S.C. OF COUNSEL PRESIDENT WPF-OF COUNSEL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ADDRESS LISTED ON THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DURING THE YEAR ENDED MARCH 31, 2024, WPF DISCOVERED THAT PREVIOUSLY ISSUED FINANCIAL STATEMENTS INCLUDED CERTAIN ERRORS PERTINING TO UNRECORDED ACTIVITY. AS A RESULT OF THE CORRECTION OF THESE ERRORS, AS OF MARCH 31, 2023, THE WPF HAS DECREASED IT TOTAL NET ASSETS BY 78,917 FOR THE CUMULATIVE EFFECT OF THESE ERRORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE T BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04142981000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN PRESERVATION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
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ReturnHeader/Filer/PhoneNum04142981000
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873834167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCIDA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020633 WATERTOWN COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053186
ReturnHeader/PreparerPersonGrp/PhoneNum02628601724
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M SCHULMAN CPA
ReturnHeader/ReturnTs02025-01-30T11:52:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,341,044
Liabilities
$7,881,280
Net assets
$5,459,764
Revenue
$2,656,115
Expenses
$2,622,412
Net income
$33,703
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
2024Detailed filing. Detailed filing data is available for this year.$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
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