WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC (EIN 300595385) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

JULIE LUSSIER

Phone

6082646460

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC, founded in 2009, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $3K in total revenue in fiscal year 2024. The organization ran a surplus of $1K, a strong 39% operating margin.

Mission

TO FURTHER THE TAX EXEMPT PURPOSES OF THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SOCIETY OF WISCONSIN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,840

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,725

Other Expenses $1,725

TOTAL EXPENSES $1,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,840	$2,840	N/A
Expenses	$1,725	$1,862	-0.1%
Net Income	$1,115	$978	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$188,681

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON BECK	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE WILDER	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
JOE SHUMOW	SECRETARY	1.00	Officer Director	$0	$0	$0
KENDALL BREUNIG	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LUSSIER	EXECUTIVE DIRECTOR	1.00	Officer	$0	$18,391	$188,681

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,840	$1,725	$501,971	$1,115
2024	$2,840	$1,862	$500,856	$978
2023	$33,895	$188,100	$500,878	$-154,205
2022	$4,271	$8,416	$654,083	$-4,145
2021	$50,738	$16,716	$659,730	$34,022
2020	$159,846	$23,132	$625,708	$136,714

WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC