MILWAUKEE PRESERVATION ALLIANCE (EIN 432026706) - 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

2003

Legal Domicile

Principal Officer

PETER ZANGHI

Phone

4142200530

Tax Period

2023-01-01 to 2023-12-31

MILWAUKEE PRESERVATION ALLIANCE, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $411K in total revenue in fiscal year 2023. Revenue surged 156% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 46% operating margin.

Mission

MILWAUKEE PRESERVATION ALLIANCE'S MISSION IS DEVOTED TO PROMOTING STEWARDSHIP AND AWARENESS OF THE HISTORIC, CULTURAL, AND ECONOMIC VALUE OF MILWAUKEE'S BUILT HERITAGE. MPA AIMS TO STRENGTHEN MILWAUKEE'S NEIGHBORHOODS BY ADVOCATING FOR PRESERVATION IN ORDER TO FOSTER A STRONG AND VIBRANT COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $133,801

Program Service Revenue $240,767

Investment Income $7,804

Other Revenue $28,158

TOTAL REVENUE $410,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,060

Fundraising Expenses $36,393

Program Expenses $117,085

Other Expenses $128,588

TOTAL EXPENSES $223,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$410,530	$160,261	+1.6%
Expenses	$223,648	$232,195	0.0%
Net Income	$186,882	$-71,934	-3.6%

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

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

$66,726

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY T EBERSOLE	FORMER EXECUTIVE DIR.	45.00	Officer	$16,055	$0	$16,055
EMELIA K RUDD	EXECUTIVE DIR.	45.00	Officer	$50,671	$0	$50,671
PETER ZANGHI	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOSELIA MENDIOLEA	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
CLAUDE KRAWCZYK	TREASURER	3.00	Officer Director	$0	$0	$0
ZACHARY PETERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CARLEN HATALA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROTHE	DIRECTOR	3.00	Director	$0	$0	$0
MARK GUZMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON WINTERHALTER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW STERN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PADBERG	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CARL BAHNEMAN	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$410,530	$223,648	$12,972,748	$186,882
2022	$160,261	$232,195	$9,526,667	$-71,934
2021	$223,634	$742,125	$9,367,763	$-518,491
2020	$358,549	$116,657	$9,672,687	$241,892
2019	$849,614	$678,908	$673,428	$170,706
2018	$358,846	$47,589	$508,374	$311,257

MILWAUKEE PRESERVATION ALLIANCE