Civic Intelligence

Wisconsin Scottish Rite Foundation Inc

EIN 39-1757619 • 501(c)3 • Wauwatosa, WI

Profile

The foundation's mission is to promote and support initiatives that enrich individual lives and our communities through continuing education scholarships, qualified human service programs that provide demonstrated benefit to recipients, and support of qualified nonprofit agencies that enhance quality of life.

11020 Plank CourtWauwatosa, WI 53226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.51x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,761,362

Up $141,229 (+8.7%) from 2023

Liabilities

Down

$0

Down $19,000 (-100%) from 2023

Net Assets

Up

$1,761,362

Up $160,229 (+10%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin74th percentile

Revenue

Up

$97,136

Up $59,585 (+159%) from 2023

Expenses

Up

$109,815

Up $80,334 (+272%) from 2023

Net Income

Down

-$12,679

Down $20,749 (-257%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,063,390Liabilities 2011: $3,668,232Net Assets 2011: $395,1582011Assets 2012: $3,898,184Liabilities 2012: $3,736,181Net Assets 2012: $162,0032012Assets 2013: $3,963,650Liabilities 2013: $3,744,367Net Assets 2013: $219,2832013Assets 2014: $3,796,196Liabilities 2014: $3,740,254Net Assets 2014: $55,9422014Assets 2015: $3,686,048Liabilities 2015: $3,739,683Net Assets 2015: -$53,6352015Assets 2016: $3,583,248Liabilities 2016: $3,733,634Net Assets 2016: -$150,3862016Assets 2017: $3,468,967Liabilities 2017: $3,733,634Net Assets 2017: -$264,6672017Assets 2018: $1,281,917Liabilities 2018: $30,000Net Assets 2018: $1,251,9172018Assets 2019: $1,250,692Liabilities 2019: $0Net Assets 2019: $1,250,6922019Assets 2020: $1,336,097Liabilities 2020: $0Net Assets 2020: $1,336,0972020Assets 2021: $1,570,834Liabilities 2021: $0Net Assets 2021: $1,570,8342021Assets 2022: $1,496,408Liabilities 2022: $0Net Assets 2022: $1,496,4082022Assets 2023: $1,620,133Liabilities 2023: $19,000Net Assets 2023: $1,601,1332023Assets 2024: $1,761,362Liabilities 2024: $0Net Assets 2024: $1,761,3622024

Highlighted filing

2024

Assets$1,761,362
Liabilities$0
Net Assets$1,761,362
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $507,149Expenses 2011: $524,394Net Income 2011: -$17,2452011Expenses 2012: $543,5482012Revenue 2013: $647,562Expenses 2013: $590,282Net Income 2013: $57,2802013Revenue 2014: $424,592Expenses 2014: $587,558Net Income 2014: -$162,9662014Revenue 2015: $250,910Expenses 2015: $360,488Net Income 2015: -$109,5782015Revenue 2016: $202,415Expenses 2016: $293,133Net Income 2016: -$90,7182016Revenue 2017: $69,221Expenses 2017: $266,788Net Income 2017: -$197,5672017Revenue 2018: $2,070,003Expenses 2018: $614,273Net Income 2018: $1,455,7302018Revenue 2019: $32,299Expenses 2019: $38,865Net Income 2019: -$6,5662019Revenue 2020: $55,480Expenses 2020: $7,681Net Income 2020: $47,7992020Revenue 2021: $28,325Expenses 2021: $63,592Net Income 2021: -$35,2672021Revenue 2022: $78,134Expenses 2022: $34,658Net Income 2022: $43,4762022Revenue 2023: $37,551Expenses 2023: $29,481Net Income 2023: $8,0702023Revenue 2024: $97,136Expenses 2024: $109,815Net Income 2024: -$12,6792024

Highlighted filing

2024

Revenue$97,136
Expenses$109,815
Net Income-$12,679
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,761,362
Liabilities
$0
Net assets
$1,761,362
Revenue
$97,136
Expenses
$109,815
Net income
-$12,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.03$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.03$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.25$2.07$0.61$1.46
2017Detailed filing. Detailed filing data is available for this year.$3.47$3.73$0.26$0.07$0.27$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.58$3.73$0.15$0.20$0.29$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.69$3.74$0.05$0.25$0.36$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.80$3.74$0.06$0.42$0.59$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$3.74$0.22$0.65$0.59$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$3.74$0.16$0.54
2011Summary only. Only limited summary data is available for this year.$4.06$3.67$0.40$0.51$0.52$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 18, 2024
Return Version
2023v5.1
Mission and Program Overview

Mission

The mission of the Wisconsin Scottish Rite Foundation is to preserve the Humphrey Scottish

Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mike ReindlTreasurer-$0--
Mike BurnhamChairman-$0--
DONALD VAN WINKLEPresident-$0--
Douglas MoorhouseTrustee-$0--
Napoleon JanczakTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Scottish Rite Foundation Inc
EIN
39-1757619
Phone
4147273153
Address
11020 PLANK COURT, WAUWATOSA, WI 53226

Signing Officer

Name
Mike Reindl
Title
Treasurer
Signed
2024-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Andrea & Orendorff
Address
10411 Corporate Drive Ste 104, Pleasant Prairie, WI 53158
Preparer
Mike Hedden
Phone
2626577716
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONLY RELATIVES OF VALLEY OF MILWAUKEE MEMBERS WHO ARE PURSUING POSTSECONDARY EDUCATION ARE ELIGIBLE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DECEMBER 31 OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TOTAL OF ALL ZIRWES SCHOLARSHIP AWARDS APPROVED THROUGH THE FOUNDATION'S PROGRAM.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE CONTRIBUTION FOR FST SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHILDREN'S DYSLEXIA CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1STREET ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ZIRWES SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3LIFESTRIDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04931 NETTLETON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 N 120TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211020 PLANK COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3S11W 29667 SUMMIT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEDINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WAUWATOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd353188
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt099836
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0VALLEY OF MILWAUKEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501 C 10 ASSOC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0FRATERNAL 501(C) (10) ORGANIZATION. THE FOUNDATION IS THE VALLEY'S CHARITABLE OUTREACH ARM.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt0970
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt10
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01b(6)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt11c
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0VALLEY OF MILWAUKEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt1VALLEY OF MILWAUKEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0FRATERNAL 501(C) (10) ORGANIZATION. THE FOUNDATION IS THE VALLEY'S CHARITABLE OUTREACH ARM. THE VALLEY PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION AND SHARES OFFICE SPACE WITH THE FOUNDATION.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc1THE FOUNDATION AND THE VALLEY SHARE OFFICE SPACE. RENT IS PAID ENTIRELY BY THE VALLEY.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082796
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017040
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017040
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099836
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017040
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017040
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF EMIL EWALD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011020 PLANK COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAUWATOSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532263279
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05907
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF EMIL EWALD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011020 PLANK COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WAUWATOSA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0532263279
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Reindl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Scottish Rite Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391757619
ReturnHeader/Filer/PhoneNum04147273153
ReturnHeader/Filer/USAddress/AddressLine1Txt011020 PLANK COURT
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391648207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrea & Orendorff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010411 Corporate Drive Ste 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Prairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053158
ReturnHeader/PreparerPersonGrp/PhoneNum02626577716
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mike Hedden
ReturnHeader/ReturnTs02024-12-18T08:04:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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