MADISON, WI
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION EXISTS TO SUPPORT THE MISSION OF THE WISCONSIN HISTORICAL SOCIETY AND WISCONSIN HISTORICAL FOUNDATION AND PROMOTE THE PRESERVATION AND REUSE OF HISTORIC STRUCTURES IN WISCONSIN.
THE MISSION OF WHREFI IS TO PARTNER WITH THE PRIVATE SECTOR IN INNOVATIVE WAYS AND, THROUGH ITS ACTIVITIES, OFFER CREATIVE OPPORTUNITIES FOR INVESTMENT AND GENERATE NEW ASSETS AND REVENUE STREAMS FOR...
THE MISSION OF WHREFI IS TO PARTNER WITH THE PRIVATE SECTOR IN INNOVATIVE WAYS AND, THROUGH ITS ACTIVITIES, OFFER CREATIVE OPPORTUNITIES FOR INVESTMENT AND GENERATE NEW ASSETS AND REVENUE STREAMS FOR THE FOUNDATION. WHREFI MAY CHOOSE TO HOLD THESE INVESTMENTS IN ORDER TO GARNER FUTURE APPRECIATION. ASSET TYPES MAY INCLUDE EQUITIES, DEVELOPABLE PROPERTY, NET LEASE PROPERTY, AND COMMODITIES, ALTHOUGH IT HAS NO CURRENT SPECIFIC STRATEGIES SEEKING DONATIONS IN THESE AREAS. IN THE FUTURE, WHREFI MAY ALSO SEEK TO BECOME A RESOURCE FOR OWNERS, DEVELOPERS, INVESTORS, MUNICIPALITIES, AND HISTORIC PRESERVATIONISTS AS HISTORIC PROPERTIES ARE PRESERVED USING TAX CREDIT METHODOLOGY.THE WISCONSIN HISTORICAL REAL ESTATE FOUNDATION, INC. CURRENTLY HOLDS TITLE TO SIX PARCELS OF VACANT LAND. THE PROPERTIES ARE ADJACENT TO WADE HOUSE AND REED SCHOOL, BOTH WISCONSIN HISTORIC SITES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $2,840 | $2,840 | N/A |
| Expenses | $1,725 | $1,862 | -0.1% |
| Net Income | $1,115 | $978 | +0.1% |
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
Sign In| 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 |
| 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 |
Compare WISCONSIN HISTORICAL REAL ESTATE FOUNDATION INC with other nonprofits in Wisconsin and across the country.