2024-11-15T16:58:51-06:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 432026706 MILWAUKEE PRESERVATION ALLIANCE MILW 4142200530 1100 S 5TH STREET SUITE 319 MILWAUKEE WI 53204 PETER ZANGHI PRESIDENT 4142200530 2024-11-15 1 0 RENEE MESSING P01872384 4142711451 2024-11-15 2023 2024-10-15 13:58:12Z PETER ZANGHI 1100 S 5TH STREET SUITE 319 MILWAUKEE WI 53204 452980 0 X HTTPS://WWW.MILWAUKEEPRESERVATIONALLIANCE.ORG X 2003 WI 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. 12 12 3 35 0 0 155829 133801 230 240767 2968 7804 1234 28158 160261 410530 54000 0 0 0 83113 95060 0 0 36393 95082 128588 232195 223648 -71934 186882 9526667 12972748 9069640 12328839 457027 643909 X 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. 0 0 117085 240767 SAVE THE SOLDIERS HOME IS A PROJECT TO RESTORE A NATIONAL HISTORIC LANDMARK. THE SOLDIERS HOME WAS ESTABLISHED AS A PLACE FOR CIVIL WAR SOLDIERS TO RECUPERATE AND TRANSITION BACK INTO SOCIETY. TODAYS VETERANS CONTINUE TO BELIEVE ITS REGENERATIVE POWERS SHOULD REMAIN ACCESSIBLE TO AGING VETERANS AND SOLDIERS RETURNING FROM IRAQ AND AFGHANISTAN. THE ORGANIZATION IS PART OF AN ENHANCED USE LEASE (EUL) AGREEMENT WITH THE U.S. DEPARTMENT OF VETERANS AFFAIRS (VA), THE ALEXANDER COMPANY AND THE HOUSING AUTHORITY OF THE CITY OF MILWAUKEE LED A TEAM CHOSEN BY THE VA TO RESTORE AND REHABILITATE SIX OF THE MILWAUKEE VA SOLDIERS HOME HISTORIC DISTRICT'S BUILDINGS. WE WERE EXCITED TO OFFER FREE GUIDED WALKING TOURS OF THE SOLDIERS HOME THIS YEAR TO SHOW OFF THE NATIONALLY RECOGNIZED PRESERVATION SUCCESS AT OLD MAIN. OUR WORK ON FINDING NEW USES FOR THE STILL VACANT AND ENDANGERED SOLDIERS HOME CHAPEL, THEATER, AND GOVERNOR'S MANSION CONTINUED AS WELL, AS THE VA MOVES CLOSER TO AN AGREEMENT OR RFP FOR THEIR REHABILITATION. OUR TREASURED AND ICONIC MITCHELL PARK DOMES REMAIN AT A CRITICAL JUNCTURE. WE CONTINUE TO WORK WITH DECISION MAKERS TO ENSURE THEY UNDERSTAND THE MANY TOOLS AVAILABLE THAT CAN ENABLE THE LONG-TERM PRESERVATION SOLUTION THE PUBLIC HAS CONSISTENTLY SUPPORTED. THIS WORK HAS HELPED ADVANCE EFFORTS AT THE COUNTY TO MOVE FORWARD WITH DECISION-MAKING ABOUT THE FUTURE OF THE DOMES. WE WERE EXCITED TO EXPAND OUR ENGAGING PUBLIC EDUCATION PROGRAMS AS WELL. HUNDREDS OF PARTICIPANTS ATTENDED OUR PROGRAMS THIS YEAR, EXPLORING SITES OF IMPORTANCE TO THE LATINX COMMUNITY, VISITING FREDERICK LAW OLMSTED'S MILWAUKEE PARK LEGACY, ENGAGING WITH BOOKS INSPIRED BY MILWAUKEE'S BUILT ENVIRONMENT, AND GATHERING FOR NETWORKING OPPORTUNITIES.AS THE ONLY ORGANIZATION IN MILWAUKEE DEVOTED TO PRESERVATION ADVOCACY, MPA ALSO CONTINUES TO BE A VOICE FOR OUR INCREDIBLE HISTORIC PLACES AND THE PEOPLE WHO LOVE THEM. FROM THE 1919 COLUMBIA HOSPITAL BUILDING TO THE COUNTLESS OLDER HOMES THAT PROVIDE IMPORTANT NATURALLY OCCURRING AFFORDABLE HOUSING AND BEYOND, WE WORKED TIRELESSLY TO MAKE SURE THE HERITAGE, ECONOMIC, AND ENVIRONMENTAL BENEFITS OF HISTORIC PRESERVATION WERE RECOGNIZED AS DECISIONS WERE MADE ABOUT THE FUTURE OF OUR CITY. 117085 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 1 0 0 0 1 0 1 0 0 1 1 0 WI X CLAUDE J KRAWCZYK 4145205191 1100 S 5TH STREET SUITE 319 MILWAUKEE WI 53204 JEREMY T EBERSOLE FORMER EXECUTIVE DIR. 45.00 X 16055 0 0 EMELIA K RUDD EXECUTIVE DIR. 45.00 X 50671 0 0 PETER ZANGHI PRESIDENT 3.00 X X 0 0 0 JOSELIA MENDIOLEA VICE PRESIDENT 3.00 X X 0 0 0 CLAUDE KRAWCZYK TREASURER 3.00 X X 0 0 0 ZACHARY PETERSON SECRETARY 1.00 X X 0 0 0 CARLEN HATALA DIRECTOR 1.00 X 0 0 0 JOHN ROTHE DIRECTOR 3.00 X 0 0 0 MARK GUZMAN DIRECTOR 1.00 X 0 0 0 SHANNON WINTERHALTER DIRECTOR 1.00 X 0 0 0 ANDREW STERN DIRECTOR 1.00 X 0 0 0 JOHN PADBERG DIRECTOR 1.00 X 0 0 0 TIMOTHY SMITH DIRECTOR 1.00 X 0 0 0 CARL BAHNEMAN DIRECTOR 1.00 X 0 0 0 66726 0 0 0 0 0 0 0 5474 128327 3620 133801 HISTORIC TAX CREDIT RE 900099 236947 236947 PROGRAM SERVICE FEES 900099 3820 3820 240767 7745 7745 41821 41762 59 59 59 1649 688 961 961 EMPLOYEE RETENTION CRE 900099 26672 26672 MISCELLANEOUS REVENUE 900099 525 525 27197 410530 240767 0 35962 68516 31892 9116 27508 19788 19788 6756 2440 2212 2104 11000 11000 15941 15941 7451 5863 961 627 3516 798 504 2214 2911 47 2602 262 7760 3558 2309 1893 3646 840 2806 1321 171 1065 85 ADVOCACY AND EDUCATION 71097 70927 170 MISCELLANEOUS EXPENSES 2785 549 536 1700 MEMBERSHIP 585 585 STAFF TRAINING 575 575 223648 117085 70170 36393 129430 161624 284093 459769 47295 40000 75 8235180 11256746 1808 604 830065 1052726 9526667 12972748 4426 19383 8235180 11256746 830034 1052710 9069640 12328839 X 316323 520096 140704 123813 457027 643909 9526667 12972748 186882 0 X X 0 1 X 1 0 X 563195 357720 221891 149548 370748 1663102 563195 357720 221891 149548 370748 1663102 412608 1250494 218 2969 7804 10991 829 27197 28026 1702119 17330 0.73470 0.69430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 829. 2023 AMOUNT: $ 525. EMPLOYEE RETENTION CREDIT - 2023 AMOUNT: $ 26,672. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LOAN INTEREST RECEIVABLE 1046058 RIGHT OF USE ASSET OPERATING LEASE 6668 1052726 INTEREST PAYABLE 1046058 OPERATING LEASE 6652 1052710 X 411218 0 411218 -688 -688 410530 224336 688 688 223648 0 223648 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -688. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 688. X 2 41762 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SHANNON WINTERHALTER AND ANDREW STERN ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - MEMBERS SUPPORT THE ORGANIZATION'S WORK TO FURTHER THE MISSION OF PROMOTING AWARENESS FOR THE HISTORICAL, CULTURAL, AND ECONOMICAL VALUE OF MILWAUKEE'S BUILT HERITAGE. MPA MEMBERSHIP BENEFITS INCLUDE: E-NEWSLETTER THAT PROVIDES MILWAUKEE PRESERVATION ALLIANCE AND SAVE THE SOLDIERS HOME ADVOCACY UPDATES, AS WELL AS DETAILS ON UPCOMING EVENTS. INVITATIONS TO EDUCATIONAL AND NETWORKING OPPORTUNITIES WITH PROFESSIONALS IN PRESERVATION, ARCHITECTURE, REAL ESTATE DEVELOPMENT, AND RELATED FIELDS. ACCESS TO VOLUNTEER OPPORTUNITIES. MORE POWERFUL VOICE AS A GROUP TO ENCOURAGE THE CONSERVATION AND RESTORATION OF MILWAUKEE'S HISTORICALLY SIGNIFICANT STRUCTURES, SITES AND NEIGHBORHOODS. KNOWLEDGE THAT YOU ARE DOING YOUR PART TO PRESERVE MILWAUKEE'S INCREDIBLE HISTORIC ASSETS AND THE MILWAUKEE SOLDIERS HOME, A NATIONAL HISTORIC LANDMARK. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERS APPROVE A SLATE OF OFFICERS AND DIRECTORS AT THE ANNUAL MEMBER MEETING. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 WAS REVIEWED BY THE PRESIDENT AND THE TREASURER. SUBSEQUENT TO THE FILING THE BOARD MEMBERS WERE PROVIDED WITH A COPY. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: A. AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, B. A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR C. A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS THAT ARE NOT INSUBSTANTIAL. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. UNDER ARTICLE III, SECTION 2, A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE APPROPRIATE GOVERNING BOARD OR COMMITTEE DECIDES THAT A CONFLICT OF INTEREST EXISTS. ANY INTERESTED PERSON HAS A DUTY TO DISCLOSE A FINANCIAL INTEREST. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 JOB DESCRIPTIONS AND WAGES FOR SIMILAR POSITIONS IN OTHER PRESERVATION NONPROFITS NATIONALLY AND OTHER NONPROFITS IN MILWAUKEE WERE REVIEWED AND DISCUSSED WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990 PART XII LINE 2C THE FINANCE COMMITTEE, LEAD BY THE BOARD TREASURER, ENGAGE THE AUDITOR. THE COMMITTEE MEETS WITH THE AUDITOR TO REVIEW THE FINANCIAL STATEMENTS.