Civic Intelligence

Wisconsin Masonic Home Inc.

990 • Fiscal year 2011 • EIN 39-0813463

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 03, 2012

410 N Main Street53118-9348
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.23x

Higher debt load relative to assets than 37% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

64th percentile

7.5%

Faster asset growth than 64% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$63,072,233

Up $4,393,442 (+7.5%) from 2010

Net Assets

Up

$48,634,869

Up $4,842,770 (+11%) from 2010

Liabilities

Down

$14,437,364

Down $449,328 (-3.0%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,439,077

Up $259,986 (+5.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $58,678,791Liabilities 2010: $14,886,692Net Assets 2010: $43,792,0992010Assets 2011: $63,072,233Liabilities 2011: $14,437,364Net Assets 2011: $48,634,8692011Assets 2012: $61,764,542Liabilities 2012: $13,676,060Net Assets 2012: $48,088,4822012Assets 2013: $63,616,012Liabilities 2013: $14,243,062Net Assets 2013: $49,372,9502013Assets 2014: $68,812,972Liabilities 2014: $14,684,220Net Assets 2014: $54,128,7522014Assets 2015: $68,876,752Liabilities 2015: $14,648,565Net Assets 2015: $54,228,1872015Assets 2016: $66,776,536Liabilities 2016: $13,971,517Net Assets 2016: $52,805,0192016Assets 2017: $71,444,885Liabilities 2017: $13,292,822Net Assets 2017: $58,152,0632017Assets 2018: $73,897,239Liabilities 2018: $13,074,348Net Assets 2018: $60,822,8912018Assets 2019: $75,537,737Liabilities 2019: $13,080,435Net Assets 2019: $62,457,3022019Assets 2020: $73,092,407Liabilities 2020: $11,453,248Net Assets 2020: $61,639,1592020Assets 2021: $108,810,977Liabilities 2021: $34,363,861Net Assets 2021: $74,447,1162021Assets 2022: $104,504,449Liabilities 2022: $37,061,514Net Assets 2022: $67,442,9352022Assets 2023: $100,578,985Liabilities 2023: $36,483,847Net Assets 2023: $64,095,1382023Assets 2024: $209,526,320Liabilities 2024: $144,939,883Net Assets 2024: $64,586,4372024

Highlighted filing

2011

Assets$63,072,233
Liabilities$14,437,364
Net Assets$48,634,869

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,179,0912010Expenses 2011: $5,439,0772011Revenue 2012: $5,981,720Expenses 2012: $5,648,191Net Income 2012: $333,5292012Revenue 2013: $6,004,793Expenses 2013: $6,262,868Net Income 2013: -$258,0752013Revenue 2014: $7,531,553Expenses 2014: $5,660,460Net Income 2014: $1,871,0932014Revenue 2015: $6,351,975Expenses 2015: $5,887,848Net Income 2015: $464,1272015Revenue 2016: $6,373,862Expenses 2016: $5,715,469Net Income 2016: $658,3932016Revenue 2017: $6,630,279Expenses 2017: $5,707,595Net Income 2017: $922,6842017Revenue 2018: $6,933,305Expenses 2018: $6,034,047Net Income 2018: $899,2582018Revenue 2019: $7,179,399Expenses 2019: $6,468,684Net Income 2019: $710,7152019Revenue 2020: $7,478,852Expenses 2020: $5,948,177Net Income 2020: $1,530,6752020Revenue 2021: $9,748,015Expenses 2021: $5,844,436Net Income 2021: $3,903,5792021Revenue 2022: $8,258,651Expenses 2022: $6,491,789Net Income 2022: $1,766,8622022Revenue 2023: $9,862,054Expenses 2023: $13,450,234Net Income 2023: -$3,588,1802023Revenue 2024: $13,073,679Expenses 2024: $14,126,576Net Income 2024: -$1,052,8972024

Highlighted filing

2011

Revenue-
Expenses$5,439,077
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 3, 2012
Return Version
2010v3.4
Gross Receipts
$6,419,241
Mission and Program Overview

Mission

Wisconsin masonic home, inc., sponsored by the masonic fraternity, provides for the social, physical, and spiritual needs of older adults through high quality housing and services.

Major Activities

Activity 2
Riverside lodge - an assisted living option is available for persons aged 55 and older in a community based residential facility. This program provides services similar to the assisted living identified above, with a focus on memory care in a secure environment. On an average day, 17 residents are served.
Activity 3
Masonwoods - an independent living option is availabe for persons 55 and older. Social interaction and security are important to the 52 residents living in the facility on an average daily basis, and 65% of the units are occupied by couples.
Filing and Contact Details

Filer

EIN
39-0813463
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IRS990/PermanentlyRestrictedNetAssets/EOY010927413
IRS990/PledgesAndGrantsReceivable/BOY0303242
IRS990/PledgesAndGrantsReceivable/EOY0283110
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY051727
IRS990/PrepaidExpensesDeferredCharges/EOY035393
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0623000
IRS990/ProgramServiceRevenueCY04327205
IRS990/ProgramServiceRevenue/Description0RESIDENT SCV REVENUE
IRS990/ProgramServiceRevenuePriorYear03986055
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome04327205
IRS990/ProgramServiceRevenue/TotalRevenueColumn04327205
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges04862699
IRS990/ReconcilationRevenueExpenses0-19929
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity01
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest01
IRS990/Revenue03154652
IRS990/RevenuesLessExpensesCY0-19929
IRS990/RevenuesLessExpensesPriorYear0-276625
IRS990/SalariesEtcCurrentYear02578318
IRS990/SalariesEtcPriorYear02391110
IRS990ScheduleA/GeneralExplanation0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS NON-OPERATING INCOME
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0182930
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0311203
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0266210
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0543412
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years01018945
IRS990ScheduleA/GiftsGrantsContribReceived170/Total02322700
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0644354
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year0609687
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0997842
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years01349254
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years01409458
IRS990ScheduleA/GrossInvestmentIncome170/Total05010595
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc019228327
IRS990ScheduleA/OtherIncome170/CurrentTaxYear011971

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$210$145$64.6$13.1$14.1$1.05
2023Detailed filing. Detailed filing data is available for this year.$101$36.5$64.1$9.86$13.5$3.59
2022Detailed filing. Detailed filing data is available for this year.$105$37.1$67.4$8.26$6.49$1.77
2021Detailed filing. Detailed filing data is available for this year.$109$34.4$74.4$9.75$5.84$3.90
2020Detailed filing. Detailed filing data is available for this year.$73.1$11.5$61.6$7.48$5.95$1.53
2019Detailed filing. Detailed filing data is available for this year.$75.5$13.1$62.5$7.18$6.47$0.71
2018Detailed filing. Detailed filing data is available for this year.$73.9$13.1$60.8$6.93$6.03$0.90
2017Detailed filing. Detailed filing data is available for this year.$71.4$13.3$58.2$6.63$5.71$0.92
2016Detailed filing. Detailed filing data is available for this year.$66.8$14.0$52.8$6.37$5.72$0.66
2015Detailed filing. Detailed filing data is available for this year.$68.9$14.6$54.2$6.35$5.89$0.46
2014Detailed filing. Detailed filing data is available for this year.$68.8$14.7$54.1$7.53$5.66$1.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.6$14.2$49.4$6.00$6.26$0.26
2012Summary only. Only limited summary data is available for this year.$61.8$13.7$48.1$5.98$5.65$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.1$14.4$48.6$5.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$14.9$43.8$5.18