WISCONSIN PRESERVATION FUND INC

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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

1989

Legal Domicile

Principal Officer

BRUCE T BLOCK

Phone

4142988130

Tax Period

2024-04-01 to 2025-03-31

WISCONSIN PRESERVATION FUND INC, founded in 1989, is a community nonprofit in the Housing & Shelter sector that reported $9.4M in total revenue in fiscal year 2024. Revenue surged 253% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 20% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $7,444,553 Revenue: $575,916

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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 $8,715,040

Program Service Revenue $522,558

Investment Income $90,145

Other Revenue $53,358

TOTAL REVENUE $9,381,101

Expense Breakdown

Grants Paid $815,467

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,444,553

Other Expenses $6,664,926

TOTAL EXPENSES $7,480,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,381,101	$2,656,115	+2.5%
Expenses	$7,480,393	$2,622,412	+1.9%
Net Income	$1,900,708	$33,703	+55.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE T BLOCK	PRESIDENT AND TREASURER	15.00	Officer Director	$0	$0	$0
CHARLES TRAINER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ELIZABETH MEYER	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID UIHLEIN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HELLER	DIRECTOR	0.50	Director	$0	$0	$0
PAT O'BRIEN	DIRECTOR	3.00	Director	$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
2025	$9,381,101	$7,480,393	$14,393,526	$1,900,708
2024	$2,656,115	$2,622,412	$13,341,044	$33,703
2023	$1,724,672	$570,041	$13,051,226	$1,154,631
2022	$1,036,720	$863,967	$12,189,934	$172,753
2021	$1,197,027	$705,305	$7,931,739	$491,722
2020	$1,958,828	$2,422,329	$8,134,196	$-463,501
2019	$2,808,501	$2,505,325	$7,027,065	$303,176