Civic Intelligence

Bradley-Sigma Phi Historical Landmark Preservation Fund Inc.

EIN 39-1702094 • 501(c)3 • Madison, WI

Pub. 78 Eligible990-N Coverage

Profile

Promote an appreciation of history, specifically through the restoration, maintenance, repair, and preservation of the louis sullivan designed national landmark home located at 106 n. Prospect ave, madison, wi 53705.

PO Box 5146Madison, WI 53705

www.sigmaphi.org/BSP-WISC

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$527,096

Up $470,081 (+824%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

$527,096

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin97th percentile

Revenue

Up

$513,002

Up $476,074 (+1289%) from 2014

Expenses

Up

$77,000

Up $47,592 (+162%) from 2014

Net Income

Up

$436,002

Up $428,482 (+5698%) from 2014

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $82,436Liabilities 2011: $02011Assets 2013: $49,495Liabilities 2013: $02013Assets 2014: $57,015Liabilities 2014: $02014Assets 2024: $527,096Liabilities 2024: $0Net Assets 2024: $527,0962024

Highlighted filing

2024

Assets$527,096
Liabilities$0
Net Assets$527,096
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $91,489Expenses 2011: $80,571Net Income 2011: $10,9182011Revenue 2013: $56,130Expenses 2013: $59,589Net Income 2013: -$3,4592013Revenue 2014: $36,928Expenses 2014: $29,408Net Income 2014: $7,5202014Revenue 2024: $513,002Expenses 2024: $77,000Net Income 2024: $436,0022024

Highlighted filing

2024

Revenue$513,002
Expenses$77,000
Net Income$436,002
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$527,096
Liabilities
$0
Net assets
$527,096
Revenue
$513,002
Expenses
$77,000
Net income
$436,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.00$5.27$5.13$0.77$4.36
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.37$0.29$0.08
2013Summary only. Only limited summary data is available for this year.$0.49$0.00$0.56$0.60$0.03
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.91$0.81$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$513,002
Mission and Program Overview

Mission

Promote an appreciation of history, specifically through the restoration, maintenance, repair, and preservation of the louis sullivan designed national landmark home located at 106 n. Prospect ave, madison, wi 53705.

To promote an appreciation of history, specifically through the restoration, maintenance, repair and preservation of the building located at 106 n. Prospect avenue, madison, wisconsin 53705.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$60,209$473,120▲ $412,911
Cash and Non-Interest-Bearing Accounts$30,318$53,976▲ $23,658
Total Assets$90,527$527,096▲ $436,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$90,527$527,096▲ $436,569
Total Net Assets Fund Balance$90,527$527,096▲ $436,569
Total Liabilities and Net Assets / Fund Balance$90,527$527,096▲ $436,569
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Rex L JonesPresident
Samuel L MooreVice President
Marshall C SolemDirector
Robert F TaylorDirector
Thomas D ZilavyDirector
William D MillsDirector
Patrick R PollockSecretary
George L KettererTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$498,283
Program Service Revenue
$0
Investment Income
$14,719
Other Revenue
$0
All Other Contributions
$498,283
Change in Net Assets
$436,002

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$149,625Fair Market Value
Total Noncash Contributions1$149,625-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,000
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
Other Expenses$73,404--$73,404
Office Expenses-$2,996-$2,996
Fees for Services Accounting-$600-$600
Total Functional Expenses$73,404$3,596$0$77,000
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
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, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“All members of the board of directors are provided with a copy of the form 990 for review before it is filed. The president reviews and approves the form 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization does not have a conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Bradley-sigma Phi Historical Landmark
EIN
39-1702094
Phone
6083388585
Address
PO BOX 5146, MADISON, WI 53705

Signing Officer

Name
Rex L Jones
Title
President
Phone
6083388585
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rex L Jones
Formed
1991
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Jason Stephens CPA
Phone
6082744020
Raw XML Appendix341 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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IRS990/ActivityOrMissionDesc0TO PROMOTE AN APPRECIATION OF HISTORY, SPECIFICALLY THROUGH THE RESTORATION, MAINTENANCE, REPAIR AND PRESERVATION OF THE BUILDING LOCATED AT 106 N. PROSPECT AVENUE, MADISON, WISCONSIN 53705.
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IRS990/Desc0ESTABLISHED IN 1991 THIS 501(C)(3) CHARITABLE FUND HAS BEEN ESTABLISHED TO RAISE MONEY TO PRESERVE THE NATIONAL HISTORIC LANDMARK KNOWN AS THE BRADLEY-SIGMA PHI HOUSE. DONATIONS AND BEQUESTS TO THE FUND BY SIGMA PHI BROTHERS AND THE PUBLIC ARE USED FOR THINGS LIKE RESTORATION AND PRESERVATION OF THE EXTERIOR BUILDING ENVELOPE AND DECORATIVE ELEMENTS, PRESERVATION OF INTERIOR WOODWORK AND DECORATIVE FIXTURES, FIRE SUPPRESSION SYSTEM MAINTENANCE, BOILER REPAIRS, ETC.DURING 2024, THE FOLLOWING PRESERVATION PROJECTS WERE COMPLETED OR INITIATED: RESTORATION OF TWO SECOND-FLOOR BATHROOMS, COMMENCEMENT OF AN EXTERIOR WOOD STRIPPING AND STAINING PROJECT, AND TUCK-POINTING OF A SECTION OF EXTERIOR BRICK. IN ADDITION, EARLY CONCEPT RENDERINGS AND PLANS ARE IN PROCESS FOR A FUTURE KITCHEN REMODEL TO CONTINUE THE LONG-TERM RESTORATION EFFORTS.
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IRS990/MissionDesc0PROMOTE AN APPRECIATION OF HISTORY, SPECIFICALLY THROUGH THE RESTORATION, MAINTENANCE, REPAIR, AND PRESERVATION OF THE LOUIS SULLIVAN DESIGNED NATIONAL LANDMARK HOME LOCATED AT 106 N. PROSPECT AVE, MADISON, WI 53705.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0BRADLEY-SIGMA PHI HISTORICAL LANDMARK PRESERVATION FUND INC. MAINTAINS A CONTINUOUS PROGRAM TO SOLICIT CONTRIBUTIONS FROM ALUMNI OF THE SIGMA PHI SOCIETY, COMMUNITY MEMBERS, AND OTHER GENERAL SUPPORTERS OF HISTORIC PRESERVATION. FUNDRAISING EFFORTS INCLUDE ONGOING ALUMNI APPEALS, WORD-OF-MOUTH CAMPAIGNS WITHIN THE HISTORIC PRESERVATION COMMUNITY, PROVIDING REPORTS HIGHLIGHTING CURRENT RESTORATION PROJECTS AND PRESERVATION NEEDS, AND SEEKING PARTNERSHIPS WITH LOCAL PRESERVATION GROUPS.THE ORGANIZATION'S SUPPORT COMES PRIMARILY FROM INDIVIDUAL CONTRIBUTIONS MADE BY ALUMNI, FRIENDS OF THE FRATERNITY, AND MEMBERS OF THE PUBLIC WHO VALUE THE PRESERVATION OF ARCHITECTURALLY AND HISTORICALLY SIGNIFICANT PROPERTIES. WHILE A PORTION OF FUNDING IS CONTRIBUTED BY ALUMNI, INCLUDING BOARD MEMBERS, THE ORGANIZATION IS SEEKING BROADER COMMUNITY INVOLVEMENT TO ENSURE THE LONG-TERM PRESERVATION OF THIS HISTORIC STRUCTURE. THE ORGANIZATION ALSO SEEKS GOVERNMENT GRANTS AND APPLIED FOR A NATIONAL PARK SERVICE GRANT REFERRED BY THE WI HISTORICAL SOCIETY FOR ROOF RESTORATION. THE GRANT WAS APPROVED BUT LATER REMOVED FROM THE BUDGET.THE GOVERNING BODY CONSISTS OF DIRECTORS WHO REPRESENT THE INTERESTS OF BOTH THE FRATERNITY'S ALUMNI COMMUNITY AND THE BROADER PUBLIC INTERESTED IN ARCHITECTURAL AND CULTURAL PRESERVATION. THE GOVERNING BODY OF THE ORGANIZATION IS AN ELECTED BODY WHO ARE DIVERSE IN BACKGROUND AND ARE NOT RELATED TO EACH OTHER THROUGH EITHER FAMILY OR BUSINESS RELATIONSHIPS.THE ORGANIZATION PROVIDES A CONTINUING PUBLIC BENEFIT THROUGH THE RESTORATION, MAINTENANCE, AND PRESERVATION OF THE HAROLD C. BRADLEY HOUSE, WHICH IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND DESIGNATED AS A CITY OF MADISON LANDMARK. THE ORGANIZATION PROMOTES AN APPRECIATION OF ARCHITECTURAL HISTORY AND DESIGN THROUGH ITS EFFORTS TO PRESERVE ONE OF THE FEW REMAINING RESIDENTIAL WORKS OF FAMED ARCHITECT LOUIS HENRI SULLIVAN, MENTOR TO FRANK LLOYD WRIGHT. THE BUILDING'S UNIQUE "PRAIRIE STYLE" DESIGN IS AN IMPORTANT EXAMPLE OF EARLY 20TH-CENTURY AMERICAN ARCHITECTURE. THE ORGANIZATION MAKES THE BUILDING AVAILABLE FOR PUBLIC TOURS, ARCHITECTURAL GROUPS, AND COMMUNITY EVENTS, OFFERING PAMPHLETS AND ACCEPTING VOLUNTARY (NOT REQUIRED) DONATIONS. NEIGHBORS AND MADISON RESIDENTS CAN REQUEST USE OF THE HOUSE FOR WEDDINGS, MEMORIALS, AND SPECIAL EVENTS AT NO COST, WITH MANY CHOOSING TO DONATE IN APPRECIATION. THE ORGANIZATION ALSO PARTNERS WITH UW ART HISTORY AND ARCHITECTURE PROGRAMS TO BRING STUDENTS FOR EDUCATIONAL VISITS AND HAS HOSTED SEMINARS LEAD BY ARCHITECTS. THESE EFFORTS FOSTER PUBLIC AWARENESS OF WISCONSIN'S ARCHITECTURAL HERITAGE AND THE LEGACY OF LOUIS SULLIVAN. THROUGH ITS ONGOING PRESERVATION AND RESTORATION ACTIVITIES, THE ORGANIZATION ENSURES THAT THE PROPERTY REMAINS A VALUABLE CULTURAL AND HISTORICAL ASSET FOR STATE OF WISCONSIN, THE CITY OF MADISON, AND THE PUBLIC AT LARGE.
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0149625
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B).
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL MEMBERS OF THE BOARD OF DIRECTORS ARE PROVIDED WITH A COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED. THE PRESIDENT REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REX L JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRADLEY-SIGMA PHI HISTORICAL LANDMARK
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESERVATION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BRAD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON STEPHENS CPA
ReturnHeader/ReturnTs02025-11-17T11:19:09-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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