Civic Intelligence

Wisconsin Scottish Rite Foundation Inc.

990 • Fiscal year 2021 • EIN 39-1757619

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 15, 2021

Organization ProfileN/A
11020 Plank Court Suite CWauwatosa, WI 53226-3279

(414) 727-3153

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-125%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

64th percentile

18%

Faster asset growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,570,834

Up $234,737 (+18%) from 2020

Net Assets

Up

$1,570,834

Up $234,737 (+18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Down

$28,325

Down $27,155 (-49%) from 2020

Expenses

Up

$63,592

Up $55,911 (+728%) from 2020

Net Income

Down

-$35,267

Down $83,066 (-174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2021

Assets$1,570,834
Liabilities$0
Net Assets$1,570,834
Open 2021 Filing

Operations Trend

Revenue Growth5th 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

2021

Revenue$28,325
Expenses$63,592
Net Income-$35,267
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 15, 2021
Return Version
2020v4.0
Gross Receipts
$28,325
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
Investments in Publicly Traded Securities$1,318,066$1,558,397▲ $240,331
Cash and Non-Interest-Bearing Accounts$18,031$12,437▼ $5,594
Total Assets$1,336,097$1,570,834▲ $234,737
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,114,942$1,301,378▲ $186,436
Net Assets Without Donor Restrictions$221,155$269,456▲ $48,301
Total Net Assets Fund Balance$1,336,097$1,570,834▲ $234,737
Total Liabilities and Net Assets / Fund Balance$1,336,097$1,570,834▲ $234,737

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,114,942-▲ $245,874-$1,301,378
2019$1,066,747-▲ $51,998-$1,114,942
2018$1,082,182-▲ $14,277-$1,066,747
2017$1,021,564-▲ $82,146-$1,082,182
2016$955,221-▲ $87,343-$1,021,564
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Donald Van WinklePresident
Douglas MoorhouseDirector
Louis Metz IiiDirector
Michael BurnhamDirector
Thomas KapkeDirector and
Tom EwaldDirector/vic
Gary BeierSecretary
Kevin AlvaradoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,783
Program Service Revenue
$0
Investment Income
$22,537
Other Revenue
$5
All Other Contributions
$5,783
Change in Net Assets
$-35,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$8,592
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$55,000--$55,000
Fees for Service Investment Mgmnt Fees-$5,210-$5,210
Insurance$1,161$774-$1,935
Fees for Services Accounting-$700-$700
Office Expenses-$47-$47
Other Expenses-$15-$15
Total Functional Expenses$56,161$7,431$0$63,592
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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. Trustees of the ancient accepted scottish rite of freemasonry nmj valley of milwaukee are all class a members of the foundation. All members of the valley are class b members of the foundation.”

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

“The class a members elect members of the foundation's 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

“Not applicable - none of the members of the organization are compensated.”

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

“Not applicable - none of the members of the organization are compensated.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Wisconsin Scottish Rite Foundation
EIN
39-1757619
Phone
4147273153
Address
11020 PLANK COURT SUITE C, WAUWATOSA, WI 53226-3279

Signing Officer

Name
Donald Van Winkle
Title
President
Phone
4142764744
Signed
2021-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Van Winkle
Formed
1992
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Andrea & Orendorff Llp
Address
6300 76TH ST STE 200, KENOSHA, WI 53142-4018
Preparer
Mike S 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.”

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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/ExplanationTxt1THE ORGANIZATION HAS CLASS A AND CLASS B MEMBERS. TRUSTEES OF THE ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ VALLEY OF MILWAUKEE ARE ALL CLASS A MEMBERS OF THE FOUNDATION. ALL MEMBERS OF THE VALLEY ARE CLASS B MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CLASS A MEMBERS ELECT MEMBERS OF THE FOUNDATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATEMENTS ARE REQUIRED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE - NONE OF THE MEMBERS OF THE ORGANIZATION ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NOT APPLICABLE - NONE OF THE MEMBERS OF THE ORGANIZATION ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD VAN WINKLE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,570,834
Liabilities
$0
Net assets
$1,570,834
Revenue
$28,325
Expenses
$63,592
Net income
-$35,267
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