Civic Intelligence

Wisconsin Masonic Foundation

990 • Fiscal year 2019 • EIN 39-6044637

May 01, 2018 to Apr 30, 2019 • Filed on Mar 02, 2020

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.40x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

14th percentile

-13%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

31st percentile

-0.2%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

41%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$26,405,508

Down $45,429 (-0.2%) from 2018

Net Assets

Up

$25,848,782

Up $70,154 (+0.3%) from 2018

Liabilities

Down

$556,726

Down $115,583 (-17%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin14th percentile

Revenue

Up

$1,377,843

Up $398,616 (+41%) from 2018

Expenses

Up

$1,551,578

Up $81,414 (+5.5%) from 2018

Net Income

Up

-$173,735

Up $317,202 (+65%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2019

Assets$26,405,508
Liabilities$556,726
Net Assets$25,848,782
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$1,377,843
Expenses$1,551,578
Net Income-$173,735
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 2, 2020
Return Version
2018v3.1
Gross Receipts
$1,498,741
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$25,728,315$25,851,306▲ $122,991
Cash and Non-Interest-Bearing Accounts$490,652$334,299▼ $156,353
Pledges and Grants Receivable$222,527$210,368▼ $12,159
Prepaid Expenses and Deferred Charges$9,343$9,435▲ $92
Accounts Receivable$100$100→ $0
Total Assets$26,450,937$26,405,508▼ $45,429
Liabilities
Grants Payable$485,663$422,763▼ $62,900
Accounts Payable and Accrued Expenses$186,646$133,963▼ $52,683
Total Liabilities$672,309$556,726▼ $115,583
Net Assets / Fund Balance
Temporarily Rstr Net Assets$12,902,707$13,115,832▲ $213,125
Permanently Rstr Net Assets$9,576,161$9,593,874▲ $17,713
Unrestricted Net Assets$3,299,760$3,139,076▼ $160,684
Total Net Assets Fund Balance$25,778,628$25,848,782▲ $70,154
Total Liabilities and Net Assets / Fund Balance$26,450,937$26,405,508▼ $45,429

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$22,478,868$276,666▲ $1,150,829$-1,196,657$22,709,706
2018$21,730,934$155,603▲ $1,772,256$-1,179,925$22,478,868
2017$20,368,271$46,728▲ $2,324,878$-1,008,943$21,730,934
2016$22,109,017$30,020▼ $763,526$-1,007,240$20,368,271
2015$21,709,444$36,337▲ $1,351,226$-987,990$22,109,017
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Lawrence NinesPresident
Bradley BingheimBoard Member
Gary StangBoard Member
Kenneth GorgenBoard Member
Paul LenzBoard Member
Paul WhartonBoard Member
Peter TourvilleBoard Member
Roger AndersonBoard Member
Michael DewolfBoard Member - Ad Hoc
Albert HuelsmanOfficer
Jeff BrydenPro-tem Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,415
Program Service Revenue
$131,613
Investment Income
$965,815
Other Revenue
$0
All Other Contributions
$280,415
Change in Net Assets
$-173,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,377,843
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$243,889
Total Revenue per Audited Statements
$1,621,732
Total Revenue per Form 990
$1,377,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,437,500
Other Expenses$96,527
Salaries, Compensation, and Employee Benefits$17,551
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,197,926--$1,197,926
Grants to Domestic Individuals$239,574--$239,574
Other Expenses$34,787$25,121-$25,121
Fees for Services Accounting-$24,319-$24,319
Other Salaries and Wages-$15,185-$15,185
Insurance-$3,955-$3,955
Occupancy-$3,286-$3,286
Fees for Services Other-$3,050-$3,050
Office Expenses-$2,009-$2,009
Payroll Taxes-$1,155-$1,155
Pension Plan Contributions-$745-$745
Other Employee Benefits-$466-$466
Total Functional Expenses$1,472,287$79,291$0$1,551,578

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,551,578
Total Expenses per Audited Statements$1,551,578
Total Expenses per Form 990$1,551,578
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$767,330
Beaver Dam School DistrictBeaver Dam, WI170(c)(1)College Scholorships$55,000
CHILDREN'S DYSLEXIA CENTER MILWMilwaukee, WI501(c)(3)Dyslexia Programs$24,173
CHILDREN'S DYSLEXIA CENTER UPPER WIEau Claire, WI501(c)(3)Dyslexia Programs$17,854
CHILDREN'S DYSLEXIA CENTER MADISONMadison, WI501(c)(3)Dyslexia Programs$13,025
Wisconsin Automobile & Truck Dealers AssociationMadison, WI501(c)(6)Program Support$7,675
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 11B

“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
Larry Nines
Title
Current President
Phone
2629652200
Signed
2020-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Nines
Formed
1925
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9,595

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML AppendixShowing 400 of 583 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.

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IRS990/OtherSalariesAndWagesGrp/TotalAmt015185
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01155
IRS990/PayrollTaxesGrp/TotalAmt01155
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0745
IRS990/PensionPlanContributionsGrp/TotalAmt0745
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt09576161
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09593874
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0222527
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0210368
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09343
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09435
IRS990/PrincipalOfficerNm0LARRY NINES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0MATCHING SCHOLARSHIP P
IRS990/ProgramServiceRevenueGrp/Desc1ACTS OF KINDNESS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3MEDICAL MATCHING GRANT
IRS990/ProgramServiceRevenueGrp/Desc4SOCCER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129343
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213325
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35698
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt45560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129343
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt45560
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01312342
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01277555
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt053926
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0281708
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01391430
IRS990/PYInvestmentIncomeAmt0697519
IRS990/PYOtherExpensesAmt068694
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-490937
IRS990/PYSalariesCompEmpBnftPaidAmt010040
IRS990/PYTotalExpensesAmt01470164
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0979227
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-173735
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt077687
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS ONGOING SUPPORT TO THE WISCONSIN MASONIC HOME, INC., A 501(C)(3) ORGANIZATION THAT PROVIDES SENIOR LIVING FACILITIES. THE FACILITIES ARE OFFERED TO THE GENERAL PUBLIC. THE FOUNDATION ADMINISTERS THE WISCONSIN MASOIC 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 FACILITIES, 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 EARNING ARE OUTPACING THE CONTRIBUTIONS DUE TO THE MASONIC ENDOWMENT FUND MENTIONED ABOVE. THE BOARD IS INDEPENDENT AND REPRESENTS THE PUBLIC'S INTEREST, NONE OF THE BOARD MEMBERS ARE RELATED. THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST FOR PUBLIC SUPPORT STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0280415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0281708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0268840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0131414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01036378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0977982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0708790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0648856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0741826
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01015546
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04093000
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0169650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18770
IRS990ScheduleA/PublicSupportPY170Pct00.18880
IRS990ScheduleA/PublicSupportTotal170Amt0962892
IRS990ScheduleA/SubstantialContributorsTotAmt073486
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0280415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0281708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0268840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131414
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074001
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01036378
IRS990ScheduleA/TotalSupportAmt05129378
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022478868
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0276666
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt022709706
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01150829
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-1196657
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt021730934
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0155603
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022478868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01772256
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1179925
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020368271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt046728
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt021730934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02324878
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-1008943
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022109017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt030020
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020368271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-763526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-1007240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021709444
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022109017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01351226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-987990
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0180579
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0177520
IRS990ScheduleD/DonorAdvisedFundsHeldCnt049
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt03869800
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01551578
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0243889
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42250
IRS990ScheduleD/RevenueNotReportedAmt0243889
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01377843
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57750
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01551578
IRS990ScheduleD/TotalRevenuePerForm990Amt01377843
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01621732
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01551578
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0159945
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt127291
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGH SCHOOL SCHOLARSHIP PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUBSCRIPTION SPONSORSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0227
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0767330
IRS990ScheduleI/RecipientTable/CashGrantAmt17675
IRS990ScheduleI/RecipientTable/CashGrantAmt213025
IRS990ScheduleI/RecipientTable/CashGrantAmt324173
IRS990ScheduleI/RecipientTable/CashGrantAmt417854
IRS990ScheduleI/RecipientTable/CashGrantAmt555000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5170(C)(1)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CARE OF THE ELDERLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5COLLEGE SCHOLORSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISCONSIN MASONIC HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,405,508
Liabilities
$556,726
Net assets
$25,848,782
Revenue
$1,377,843
Expenses
$1,551,578
Net income
-$173,735
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