SOCIETY FOR THE PRESERVATION OF THE

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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

1985

Legal Domicile

Principal Officer

STEVE JOHNSON

Tax Period

2024-01-01 to 2024-12-31

SOCIETY FOR THE PRESERVATION OF THE, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $193K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. Net assets of $1.3M represent 79 months of operating reserves.

Mission

PRESERVATION OF A NATIONAL HISTORIC LANDMARK

Program Service Accomplishments

Program 1

Expenses: $33,036

SS CITY OF MILWAUKEE BOAT AND COAST GUARD CUTTER ACACIA OFFERING TOURS, LODGING, SPECIAL EVENTS, RENTALS AND GIFT SHOP SERVICES TO SUPPORT THE PRESERVATION OF HISTORICAL LANDMARK

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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 $36,112

Program Service Revenue $137,001

Investment Income $12,507

Other Revenue $7,183

TOTAL REVENUE $192,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,739

Fundraising Expenses $0

Program Expenses $33,036

Other Expenses $87,471

TOTAL EXPENSES $191,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,803	$497,462	-0.6%
Expenses	$191,210	$188,810	+0.0%
Net Income	$1,593	$308,652	-1.0%

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

Volunteers

N/A

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

Total Directors

Key Employees

$36,082

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT LAURAIN	GENERAL MANAGER	Key Emp	$36,082	$0	$36,082
JOHN BRANDT	DIRECTOR	Director	$0	$0	$0
DAN HOENEKE	DIRECTOR	Director	$0	$0	$0
TIM FOSTER	DIRECTOR	Director	$0	$0	$0
JOE DEBUSK	DIRECTOR	Director	$0	$0	$0
CHRIS GRANCKOWIAK	DIRECTOR	Director	$0	$0	$0
STEVE JOHNSON	TREASURER	Officer	$0	$0	$0
KEN OTTMAN	SECRETARY	Officer	$0	$0	$0
TOM READ	VICE PRESIDENT	Officer	$0	$0	$0
ROBERT STRAUSS	PRESIDENT	Officer	$0	$0	$0

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
2024	$192,803	$191,210	$1,279,292	$1,593
2023	$497,462	$188,810	$1,292,377	$308,652
2022	$274,306	$168,958	$1,055,697	$105,348
2021	$131,519	$142,625	$1,049,633	$-11,106
2020	$176,095	$59,180	$1,028,721	$116,915