Civic Intelligence

Wisconsin Scottish Rite Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1757619

Aug 01, 2017 to Jul 31, 2018 • Filed on May 15, 2019

Organization ProfileN/A
200 S Executive Dr Suite 101Brookfield, WI 53005

(414) 520-7870

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

1st percentile

-63%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

2890%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,281,917

Down $2,187,050 (-63%) from 2017

Net Assets

Up

$1,251,917

Up $1,516,584 (+573%) from 2017

Liabilities

Down

$30,000

Down $3,703,634 (-99%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin95th percentile

Revenue

Up

$2,070,003

Up $2,000,782 (+2890%) from 2017

Expenses

Up

$614,273

Up $347,485 (+130%) from 2017

Net Income

Up

$1,455,730

Up $1,653,297 (+837%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2018

Assets$1,281,917
Liabilities$30,000
Net Assets$1,251,917
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$2,070,003
Expenses$614,273
Net Income$1,455,730
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$4,429,856
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,399,134--
Investments in Publicly Traded Securities$1,056,454$1,268,151▲ $211,697
Cash and Non-Interest-Bearing Accounts$13,379$13,766▲ $387
Total Assets$3,468,967$1,281,917▼ $2,187,050
Liabilities
Other Liabilities$3,733,634$30,000▼ $3,703,634
Total Liabilities$3,733,634$30,000▼ $3,703,634
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,021,564$1,082,182▲ $60,618
Unrestricted Net Assets$-1,286,231$169,735▲ $1,455,966
Total Net Assets Fund Balance$-264,667$1,251,917▲ $1,516,584
Total Liabilities and Net Assets / Fund Balance$3,468,967$1,281,917▼ $2,187,050

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$28,405$28,405

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,021,564-▲ $82,146-$1,082,182
2017$955,221-▲ $87,343-$1,021,564
2016$979,340$1,000▲ $10,881-$955,221
2015$942,263-▲ $37,077-$979,340
2014$856,373$9,500▲ $83,390-$942,263
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Donald Van WinklePresident
Douglas MoorhouseTrustee
Michael KuglerTrustee
Michael ReindlTrustee
Patrick CholkaTrustee
Robert StraderTrustee
Thomas KapkeTrustee
Tom EwaldTrustee
William DelindTrustee
Gary BeierSecretary
Robert HaggartyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,206
Program Service Revenue
$751,135
Investment Income
$1,262,284
Other Revenue
$30,378
All Other Contributions
$26,206
Change in Net Assets
$1,455,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$486,488
Salaries, Compensation, and Employee Benefits$106,285
Grants and Similar Amounts Paid$21,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$103,472$68,982-$172,454
Occupancy$78,441$52,294-$130,735
Other Salaries and Wages$63,771$42,514-$106,285
Fees for Services Legal-$65,138-$65,138
Fees for Services Other$42,054$463-$42,517
Depreciation Depletion$23,569$15,712-$39,281
Insurance$20,033$13,355-$33,388
Grants to Domestic Individuals$21,500--$21,500
Other Expenses-$34-$34
Total Functional Expenses$352,840$261,433$0$614,273
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Due to Bodies$30,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization has class a and class b members.”

Form 990, Page 6, Part VI, Line 7A

“The class a members elect members of the governing body.”

Form 990, Page 6, Part VI, Line 11B

“The governing body reviews the 990 before filing.”

Form 990, Page 6, Part VI, Line 12C

“Statements are required annually.”

Form 990, Page 6, Part VI, Line 15A

“The governing body conducts periodic reviews of the executive director's compensation and approves of same.”

Form 990, Page 6, Part VI, Line 15B

“The governing body conducts periodic reviews of all employees' compensation and approves of same.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990, Part VIII

“Line 7 - when the historic facility occupied by the foundation was sold, the foundation received the market value of the leasehold interest that was part of the sale of the building. Substantially all of the use of the improvements were in keeping with the foundation's mission to preserve the humprey scottish rite masonic center as a living historical facility, along with its collections for the spirtitual, familial, and cultural and social benefit of the community.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Scottish Rite Foundation
EIN
39-1757619
Phone
4145207870
Address
200 S EXECUTIVE DR SUITE 101, BROOKFIELD, WI 53005

Signing Officer

Name
Donald Van Winkle
Title
President
Phone
4145207870
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Van Winkle
Formed
1992
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
1,250

Preparer

Firm
Andrea & Orendorff Llp
Address
6300 76TH ST STE 200, KENOSHA, WI 53142-4018
Preparer
Mike Hedden
Phone
2626577716
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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.”

Form 990, Page 2, Part III, Line 3

“During the year, the historic facility occupied by the foundation was sold to an unrelated party. The foundation revised its mission statement in light of this and continues to operate its other charitable programs for the benefit of the community.”

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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042514
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt063771
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106285
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0true
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01021564
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01082182
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DONALD VAN WINKLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0751135
IRS990/ProgSrvcAccomActy2Grp/Desc0ZIRWES EDUCATIONAL SCHOLARSHIP AWARDS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt021500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt021500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt031389
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021000
IRS990/PYInvestmentIncomeAmt020663
IRS990/PYOtherExpensesAmt0213469
IRS990/PYOtherRevenueAmt015169
IRS990/PYProgramServiceRevenueAmt02000
IRS990/PYRevenuesLessExpensesAmt0-197567
IRS990/PYSalariesCompEmpBnftPaidAmt032319
IRS990/PYTotalExpensesAmt0266788
IRS990/PYTotalRevenueAmt069221
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01455730
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0751135
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt098,270
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031389
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0123922
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037637
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0109997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0329151
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022137
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016635
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094416
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0803650
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt035832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044058
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0139392
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0287248
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01310180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022137
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094416
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt017515
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt036804
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt043951
IRS990ScheduleA/OtherIncome509Grp/TotalAmt098270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89480
IRS990ScheduleA/PublicSupportTotal509Amt01639331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0829856
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0177029
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0397245
IRS990ScheduleA/Total509Grp/TotalAmt01639331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0851993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0202415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0229894
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0457831
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01832017
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt028
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01021564
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01082182
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt021500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt082146
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0955221
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01021564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt021000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0979340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0955221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt036000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0942263
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0979340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt037077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0856373
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0942263
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt083390
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028405
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS DUE TO BODIES
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalLiabilityAmt030000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt021500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ZIRWES SCHOLARSHIP AWARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SALE OF LEASEHOLD INT
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02017-11-03
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0390712390
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt03600000
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(10)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0APPRAISAL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0200 S EXECUTIVE DRIVE 101
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0BROOKFIELD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd053005
IRS990ScheduleN/EmployeeOfSuccessor2Ind0true
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF BOTH ORGANIZATIONS INCLUDED GARY BEIER, ROBERT HAGGARTY, THOMAS KAPKE, MICHAEL KUGLER, DOUGLAS MOORHOUSE, AND MICHAEL REINDL. GARY BEIER WAS AN EMPLOYEE OF THE BODIES (NMJ) ORGANIZATION DURING THE YEAR.
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1WHEN THE HISTORIC FACILITY OCCUPIED BY THE FOUNDATION WAS SOLD BY THE BODIES, THE FOUNDATION RECEIVED THE MARKET VALUE OF THE LEASEHOLD INTEREST THAT WAS PART OF THE SALE OF THE BUILDING FROM THE BODIES. SUBSTANTIALLY ALL OF THE USE OF THE IMPROVEMENTS WERE IN KEEPING WITH THE FOUNDATION'S MISSION TO PRESERVE THE HUMPHREY SCOTTISH RITE MASONIC CENTER AS A LIVING HISTORICAL FACILITY, ALONG WITH ITS COLLECTIONS FOR THE SPIRTITUAL, FAMILIAL, AND CULTURAL AND SOCIAL BENEFIT OF THE COMMUNITY.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART II, PAGE 2, LINE 2E
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE YEAR, THE HISTORIC FACILITY OCCUPIED BY THE FOUNDATION WAS SOLD TO AN UNRELATED PARTY. THE FOUNDATION REVISED ITS MISSION STATEMENT IN LIGHT OF THIS AND CONTINUES TO OPERATE ITS OTHER CHARITABLE PROGRAMS FOR THE BENEFIT OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS CLASS A AND CLASS B MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CLASS A MEMBERS ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BODY REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STATEMENTS ARE REQUIRED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING BODY CONDUCTS PERIODIC REVIEWS OF THE EXECUTIVE DIRECTOR'S COMPENSATION AND APPROVES OF SAME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING BODY CONDUCTS PERIODIC REVIEWS OF ALL EMPLOYEES' COMPENSATION AND APPROVES OF SAME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9LINE 7 - WHEN THE HISTORIC FACILITY OCCUPIED BY THE FOUNDATION WAS SOLD, THE FOUNDATION RECEIVED THE MARKET VALUE OF THE LEASEHOLD INTEREST THAT WAS PART OF THE SALE OF THE BUILDING. SUBSTANTIALLY ALL OF THE USE OF THE IMPROVEMENTS WERE IN KEEPING WITH THE FOUNDATION'S MISSION TO PRESERVE THE HUMPREY SCOTTISH RITE MASONIC CENTER AS A LIVING HISTORICAL FACILITY, ALONG WITH ITS COLLECTIONS FOR THE SPIRTITUAL, FAMILIAL, AND CULTURAL AND SOCIAL BENEFIT OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART VIII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,281,917
Liabilities
$30,000
Net assets
$1,251,917
Revenue
$2,070,003
Expenses
$614,273
Net income
$1,455,730
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