Civic Intelligence

Wisconsin Masonic Foundation

990 • Fiscal year 2015 • EIN 39-6044637

May 01, 2014 to Apr 30, 2015 • Filed on Oct 08, 2015

Organization ProfileWWW.WISC-FREEMASONRY.ORG
36275 Sunset DriveDousman, WI 53118

(262) 965-2200

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.47x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

47th percentile

1.1%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

53rd percentile

5.1%

Faster revenue growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$25,683,429

Up $270,362 (+1.1%) from 2014

Net Assets

Up

$25,153,281

Up $298,591 (+1.2%) from 2014

Liabilities

Down

$530,148

Down $28,229 (-5.1%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Up

$1,130,037

Up $55,245 (+5.1%) from 2014

Expenses

Up

$1,284,905

Up $20,588 (+1.6%) from 2014

Net Income

Up

-$154,868

Up $34,657 (+18%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$40M$30M$20M$10M$0Assets 2011: $23,362,019Liabilities 2011: $558,391Net Assets 2011: $22,803,6282011Assets 2012: $22,066,763Liabilities 2012: $573,622Net Assets 2012: $21,493,1412012Assets 2013: $23,578,908Liabilities 2013: $533,386Net Assets 2013: $23,045,5222013Assets 2014: $25,413,067Liabilities 2014: $558,377Net Assets 2014: $24,854,6902014Assets 2015: $25,683,429Liabilities 2015: $530,148Net Assets 2015: $25,153,2812015Assets 2016: $23,694,817Liabilities 2016: $550,397Net Assets 2016: $23,144,4202016Assets 2017: $25,602,998Liabilities 2017: $560,401Net Assets 2017: $25,042,5972017Assets 2018: $26,450,937Liabilities 2018: $672,309Net Assets 2018: $25,778,6282018Assets 2019: $26,405,508Liabilities 2019: $556,726Net Assets 2019: $25,848,7822019Assets 2020: $24,364,863Liabilities 2020: $466,202Net Assets 2020: $23,898,6612020Assets 2021: $30,616,301Liabilities 2021: $463,014Net Assets 2021: $30,153,2872021Assets 2022: $27,556,121Liabilities 2022: $422,352Net Assets 2022: $27,133,7692022Assets 2023: $26,960,047Liabilities 2023: $397,282Net Assets 2023: $26,562,7652023Assets 2024: $28,875,299Liabilities 2024: $347,285Net Assets 2024: $28,528,0142024Assets 2025: $30,824,898Liabilities 2025: $379,361Net Assets 2025: $30,445,5372025

Highlighted filing

2015

Assets$25,683,429
Liabilities$530,148
Net Assets$25,153,281
Open 2015 Filing

Operations Trend

Revenue Growth53rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,314,4642011Revenue 2012: $815,481Expenses 2012: $1,271,709Net Income 2012: -$456,2282012Revenue 2013: $1,155,951Expenses 2013: $1,224,408Net Income 2013: -$68,4572013Revenue 2014: $1,074,792Expenses 2014: $1,264,317Net Income 2014: -$189,5252014Revenue 2015: $1,130,037Expenses 2015: $1,284,905Net Income 2015: -$154,8682015Revenue 2016: $728,300Expenses 2016: $1,278,239Net Income 2016: -$549,9392016Revenue 2017: $1,036,580Expenses 2017: $1,325,452Net Income 2017: -$288,8722017Revenue 2018: $979,227Expenses 2018: $1,470,164Net Income 2018: -$490,9372018Revenue 2019: $1,377,843Expenses 2019: $1,551,578Net Income 2019: -$173,7352019Revenue 2020: $1,167,288Expenses 2020: $1,456,514Net Income 2020: -$289,2262020Revenue 2021: $1,909,556Expenses 2021: $2,417,968Net Income 2021: -$508,4122021Revenue 2022: $5,183,094Expenses 2022: $1,518,981Net Income 2022: $3,664,1132022Revenue 2023: $451,613Expenses 2023: $1,404,809Net Income 2023: -$953,1962023Revenue 2024: $1,714,687Expenses 2024: $1,551,661Net Income 2024: $163,0262024Revenue 2025: $2,006,392Expenses 2025: $1,593,575Net Income 2025: $412,8172025

Highlighted filing

2015

Revenue$1,130,037
Expenses$1,284,905
Net Income-$154,868
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$10,394,198
Mission and Program Overview

Mission

Created for the purposes of encouraging charity, benevolence, education and philanthropy, and of securing greater uniformity of purposes, powers and duties of administration in the management and control of property given, devised or bequeathed for charitable, benevolent, educational or philanthropic purposes.

Provide scholarships to college bound high school students throughout wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,737,099$25,112,747▲ $375,648
Cash and Non-Interest-Bearing Accounts$391,365$290,490▼ $100,875
Pledges and Grants Receivable$284,603$280,192▼ $4,411
Total Assets$25,413,067$25,683,429▲ $270,362
Liabilities
Grants Payable$501,060$475,710▼ $25,350
Accounts Payable and Accrued Expenses$57,317$54,438▼ $2,879
Total Liabilities$558,377$530,148▼ $28,229
Net Assets / Fund Balance
Temporarily Rstr Net Assets$12,245,747$12,601,006▲ $355,259
Permanently Rstr Net Assets$9,463,697$9,508,011▲ $44,314
Unrestricted Net Assets$3,145,246$3,044,264▼ $100,982
Total Net Assets Fund Balance$24,854,690$25,153,281▲ $298,591
Total Liabilities and Net Assets / Fund Balance$25,413,067$25,683,429▲ $270,362

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$21,709,444$36,337▲ $1,351,201$-1,034,376$22,062,606
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
David E TainterPresident
Anthony PowersBoard Member
Jeffrey L BrydenBoard Member
Kevin R BreitzmannBoard Member
Michael WalterBoard Member
Richard a Vande SandeBoard Member
Scott D BaronBoard Member
Frank J StrubleDeputy Grand Master
Arby HumphreyJunior Grand Warden
Donald HensiakSenior Grand Warden
Revenue and Support

Revenue Composition

Contributions and Grants
$74,001
Program Service Revenue
$8,803
Investment Income
$1,047,233
Other Revenue
$0
All Other Contributions
$74,001
Change in Net Assets
$-154,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,130,037
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$453,459
Total Revenue per Audited Statements
$1,583,496
Total Revenue per Form 990
$1,130,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,230,427
Other Expenses$54,478
Total Fundraising Expense$23,515
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,036,348--$1,036,348
Grants to Domestic Individuals$194,079--$194,079
Fees for Services Accounting-$14,590-$14,590
Other Expenses$15,624$749$23,515$749
Total Functional Expenses$1,246,051$15,339$23,515$1,284,905

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,284,905
Total Expenses per Audited Statements$1,284,905
Total Expenses per Form 990$1,284,905
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Masonic Home IncDousman, WI501(c)(3)Care of the Elderly$752,595
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
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The president will review the 990 before it is filed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Masonic Foundation
EIN
39-6044637
Phone
2629652200
Address
36275 SUNSET DRIVE, DOUSMAN, WI 53118

Signing Officer

Name
Scott Baron
Title
Current President
Phone
2629652200
Signed
2015-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Baron
Formed
1925
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
11,065

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“A provision for income taxes has not been made, nor is required, in the financial statements as the foundation is exempt from state and federal income taxes under section 501(c)(3) of the internal revenue code. The federal and state income tax returns of the foundation for 2011, 2012, and 2013 are subject to examination by the irs and state taxing authorities, generally for three years after they were filed.”

Raw XML AppendixShowing 400 of 467 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt057317
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt054438
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO COLLEGE BOUND HIGH SCHOOL STUDENTS THROUGHOUT WISCONSIN.
IRS990/AllOtherContributionsAmt074001
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALICIA DARR
IRS990/BooksInCareOfDetail/PhoneNum02629652200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036275 SUNSET DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOUSMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053118
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0391365
IRS990/CashNonInterestBearingGrp/EOYAmt0290490
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt074001
IRS990/CYGrantsAndSimilarPaidAmt01230427
IRS990/CYInvestmentIncomeAmt01047233
IRS990/CYOtherExpensesAmt054478
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08803
IRS990/CYRevenuesLessExpensesAmt0-154868
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01284905
IRS990/CYTotalFundraisingExpenseAmt023515
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01130037
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS TO SCHOOLS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0157743
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014590
IRS990/FeesForServicesAccountingGrp/TotalAmt014590
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN R BREITZMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID E TAINTER
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK J STRUBLE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANTHONY POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm5DONALD HENSIAK
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT D BARON
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY L BRYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm8ARBY HUMPHREY
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD A VANDE SANDE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DEPUTY GRAND MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR GRAND WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8JUNIOR GRAND WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt031687
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0157743
IRS990/GrantsPayableGrp/BOYAmt0501060
IRS990/GrantsPayableGrp/EOYAmt0475710
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0194079
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0194079
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01036348
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01036348
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09295848
IRS990/GrossReceiptsAmt010394198
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01015546
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01015546
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024737099
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025112747
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09264161
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CREATED FOR THE PURPOSES OF ENCOURAGING CHARITY, BENEVOLENCE, EDUCATION AND PHILANTHROPY, AND OF SECURING GREATER UNIFORMITY OF PURPOSES, POWERS AND DUTIES OF ADMINISTRATION IN THE MANAGEMENT AND CONTROL OF PROPERTY GIVEN, DEVISED OR BEQUEATHED FOR CHARITABLE, BENEVOLENT, EDUCATIONAL OR PHILANTHROPIC PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt024854690
IRS990/NetAssetsOrFundBalancesEOYAmt025153281
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt031687
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031687
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0453459
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1SOCCER PROGRAMS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt023515
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0749
IRS990/OtherExpensesGrp/ProgramServicesAmt015624
IRS990/OtherExpensesGrp/TotalAmt023515
IRS990/OtherExpensesGrp/TotalAmt115624
IRS990/OtherExpensesGrp/TotalAmt2749
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09463697
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09508011
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0284603
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0280192
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SCOTT BARON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SOCCER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08803
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01088308
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01072684
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08803
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0251502
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01212581
IRS990/PYInvestmentIncomeAmt0818887
IRS990/PYOtherExpensesAmt051736
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04403
IRS990/PYRevenuesLessExpensesAmt0-189525
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01264317
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01074792
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-154868
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MAINTAINS ONGOING SUPPORT TO THE WISCONSIN MASONIC HOME, INC., A 501(C)(3) ORGANIZATION THAT PROVIDES SENIOR LIVING FACILITIES. THE FACITLITIES ARE OFFERED TO THE GENERAL PUBLIC. THE FOUNDATION ADMINISTERS THE WISCONSIN MASONIC HOME ENDOWMENT FUND. CONTRIBUTIONS TO THE FUND ARE INVESTED IN PERPETUITY AND ARE NOT EXPENDABLE. THEY ALSO PROVIDE MATCHING SCHOLARSHIPS TO LOCAL AREA HIGH SCHOOLS OF MEMBER LODGES, SUPPORT TO HOSPITALS AND HEALTH CARE FACILIITIES, AND MAKES RESTRICTED CHARITABLE CONTRIBUTIONS TO OTHERS IN ACCORDANCE WITH THE WISHES OF THE DONOR. THE BOARD OF THE FOUNDATION OVERSEES ALL CONTRIBUTIONS, AND ENSURES DONOR CONTRIBUTIONS ARE USED IN ACCORDANCE WITH THE FOUNDATION'S MISSION. THE FOUNDATION'S REVENUES ARE DIRECTLY DERIVED FROM EITHER CONTRIBUTIONS OR INVESTMENT EARNINGS. CURRENTLY THE INVESTMENT EARNINGS ARE OUTPACING THE CONTRIBUTIONS DUE TO THE MASONIC ENDWOMENT FUND MENTIONED ABOVE. THE BOARD IS INDEPENDENT AND REPRESENTS THE PUBLICS INTEREST, NONE OF THE BOARD MEMBERS ARE RELATED. THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST FOR PUBLIC SUPPORT STATUS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt074001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0251502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0364550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0193609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01031280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01015546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0803303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0709799
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0603616
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0584111
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03716375
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt053979
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18000
IRS990ScheduleA/PublicSupportPY170Pct00.28720
IRS990ScheduleA/PublicSupportTotal170Amt0854720
IRS990ScheduleA/SubstantialContributorsTotAmt0176560
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt074001
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0251502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147618
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0364550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193609
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01031280
IRS990ScheduleA/TotalSupportAmt04747655
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt021709444
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt036337
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022062606
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01351201
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-1034376
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0335
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0153398
IRS990ScheduleD/DonorAdvisedFundsHeldCnt032
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt03463629
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01284905
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0453459
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.43000
IRS990ScheduleD/RevenueNotReportedAmt0453459
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01130037
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A PROVISION FOR INCOME TAXES HAS NOT BEEN MADE, NOR IS REQUIRED, IN THE FINANCIAL STATEMENTS AS THE FOUNDATION IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FEDERAL AND STATE INCOME TAX RETURNS OF THE FOUNDATION FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01284905
IRS990ScheduleD/TotalRevenuePerForm990Amt01130037
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01583496
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01284905
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0157743
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt136336
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGH SCHOOL SCHOLARSHIP PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUBSCRIPTION SPONSORSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0390
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13303
IRS990ScheduleI/RecipientTable/CashGrantAmt0752595
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CARE OF THE ELDERLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISCONSIN MASONIC HOME INC
IRS990ScheduleI/RecipientTable/RecipientEIN0390813463
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0410 N MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DOUSMAN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053118
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS TO EDUCATION INSTITUTIONS: THE WISCONSIN MASONIC FOUNDATION SPONSORS A HIGH SCHOOL SCHOLARSHIP PROGRAM WHEREBY THE FOUNDATION MATCHES FUNDS SUBMITTED BY THE WISCONSIN MASONIC LODGES, TOWARD SCHOLARSHIPS FOR COLLEGE BOUND HIGH SCHOOL STUDENTS. CONTRIBUTIONS TO WISCONSIN MASONIC HOME: THE NET INVESTMENT INCOME OF THE FOUNDATION'S HOME ENDOWMENT FUND IS RESTRICTED TO USE FOR THE OPERATIONS OF THE WISCONSIN MASONIC HOME, AN AFFILATED ORGANIZATION. OTHER CONTRIBUTIONS AND GRANTS - RESTRICTED FUNDS: GRANTS AND CONTRIBUTIONS PAID FROM RESTRICTED FUNDS ARE PAID TO EDUCATIONAL INSTITUTIONS AND PHILANTHROPIC ORGANIZATIONS IN ACCORDANCE WITH THE RESTRICTIONS IMPOSED BY THE ORIGINAL DONORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT WILL REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GRAND LODGE FREE AND ACCEPTED MASONS OF WISCONSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WISCONSIN MASONIC HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390129695
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1390813463
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT CHARITABLE ORGANIZATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ELDERLY HOUSING AND HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt036275 SUNSET DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1410 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DOUSMAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DOUSMAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053118
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153118
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt012245747
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt012601006
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt025413067
IRS990/TotalAssetsEOYAmt025683429
IRS990/TotalAssetsGrp/BOYAmt025413067
IRS990/TotalAssetsGrp/EOYAmt025683429
IRS990/TotalCompGreaterThan150KInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,683,429
Liabilities
$530,148
Net assets
$25,153,281
Revenue
$1,130,037
Expenses
$1,284,905
Net income
-$154,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.8$0.38$30.4$2.01$1.59$0.41
2024Detailed filing. Detailed filing data is available for this year.$28.9$0.35$28.5$1.71$1.55$0.16
2023Detailed filing. Detailed filing data is available for this year.$27.0$0.40$26.6$0.45$1.40$0.95
2022Detailed filing. Detailed filing data is available for this year.$27.6$0.42$27.1$5.18$1.52$3.66
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.46$30.2$1.91$2.42$0.51
2020Detailed filing. Detailed filing data is available for this year.$24.4$0.47$23.9$1.17$1.46$0.29
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.56$25.8$1.38$1.55$0.17
2018Detailed filing. Detailed filing data is available for this year.$26.5$0.67$25.8$0.98$1.47$0.49
2017Detailed filing. Detailed filing data is available for this year.$25.6$0.56$25.0$1.04$1.33$0.29
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.55$23.1$0.73$1.28$0.55
2015Detailed filing. Detailed filing data is available for this year.$25.7$0.53$25.2$1.13$1.28$0.15
2014Detailed filing. Detailed filing data is available for this year.$25.4$0.56$24.9$1.07$1.26$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.53$23.0$1.16$1.22$0.07
2012Summary only. Only limited summary data is available for this year.$22.1$0.57$21.5$0.82$1.27$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.56$22.8$1.31