Civic Intelligence

Wisconsin Masonic Foundation

990 • Fiscal year 2020 • EIN 39-6044637

May 01, 2019 to Apr 30, 2020 • Filed on Mar 02, 2021

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.40x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

11th percentile

-25%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-7.7%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-15%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$24,364,863

Down $2,040,645 (-7.7%) from 2019

Net Assets

Down

$23,898,661

Down $1,950,121 (-7.5%) from 2019

Liabilities

Down

$466,202

Down $90,524 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$1,167,288

Down $210,555 (-15%) from 2019

Expenses

Down

$1,456,514

Down $95,064 (-6.1%) from 2019

Net Income

Down

-$289,226

Down $115,491 (-66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2020

Assets$24,364,863
Liabilities$466,202
Net Assets$23,898,661
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$1,167,288
Expenses$1,456,514
Net Income-$289,226
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 2, 2021
Return Version
2019v5.2
Gross Receipts
$1,531,475
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$25,851,306$23,826,224▼ $2,025,082
Cash and Non-Interest-Bearing Accounts$334,299$301,912▼ $32,387
Pledges and Grants Receivable$210,368$227,007▲ $16,639
Prepaid Expenses and Deferred Charges$9,435$9,620▲ $185
Accounts Receivable$100$100→ $0
Total Assets$26,405,508$24,364,863▼ $2,040,645
Liabilities
Grants Payable$422,763$339,642▼ $83,121
Accounts Payable and Accrued Expenses$133,963$126,560▼ $7,403
Total Liabilities$556,726$466,202▼ $90,524
Net Assets / Fund Balance
Net Assets With Donor Restrictions$22,709,706$20,222,682▼ $2,487,024
Net Assets Without Donor Restrictions$3,139,076$3,675,979▲ $536,903
Total Net Assets Fund Balance$25,848,782$23,898,661▼ $1,950,121
Total Liabilities and Net Assets / Fund Balance$26,405,508$24,364,863▼ $2,040,645

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$22,709,706$140,943▼ $1,437,154$-1,190,813$20,222,682
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Daniel L SlavikPresident
Albert HuelsmanVice President
Bradley BingheimBoard Member
Paul LenzBoard Member
Paul T TourvilleBoard Member
Peter TourvilleBoard Member
Roger AndersonBoard Member
Michael a DewolfBoard Member-ad Hoc
Gary StangSecretary
Lawrence NinesSecretary
Paul WhartonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$326,955
Program Service Revenue
$91,762
Investment Income
$748,571
Other Revenue
$0
All Other Contributions
$326,955
Change in Net Assets
$-289,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,167,288
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,660,895
Total Revenue per Audited Statements
$-493,607
Total Revenue per Form 990
$1,167,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,380,522
Other Expenses$58,441
Salaries, Compensation, and Employee Benefits$17,551
Total Fundraising Expense$99
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,244,175--$1,244,175
Grants to Domestic Individuals$136,347--$136,347
Other Salaries and Wages-$15,185-$15,185
Fees for Services Accounting-$10,635-$10,635
Insurance-$3,801-$3,801
Occupancy-$3,127-$3,127
Fees for Services Other-$2,653-$2,653
Office Expenses-$2,112-$2,112
Payroll Taxes-$1,153-$1,153
Pension Plan Contributions-$780-$780
Other Employee Benefits-$433-$433
Other Expenses$36,014-$99$99
Total Functional Expenses$1,416,536$39,879$99$1,456,514

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,456,514
Total Expenses per Audited Statements$1,456,514
Total Expenses per Form 990$1,456,514
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$768,204
Beaver Dam School DistrictBeaver Dam, WI170(c)(1)College Scholarships$56,000
Wisconsin Automobile & Truck Dealers AssociationMadison, WI501(c)(6)Program Support$7,615
Wisconsin Hero Outdoors IncPewaukee, WI501(c)(3)Gm Appeal$7,404
Wisconsin Veterans Fishing Camp IncJohnson Creek, WI501(c)(3)Gm Appeal$7,404
CHILDREN'S DESLEXIA CENTER UPPER WIEau Claire, WI501(c)(3)Dyslexia Programs$6,838
CHILDREN'S DYSLEXIA CENTER MADISONMadison, WI501(c)(3)Dyslexia Programs$6,838
CHILDREN'S DYSLEXIA CENTER MILWAUKEEMilwaukee, WI501(c)(3)Dyslexia Programs$6,838
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 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
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 A, Line 2

“Board members, paul tourville and peter tourville, are brothers.”

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
Daniel Slavik
Title
Current President
Phone
2629652200
Signed
2021-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Slavik
Formed
1925
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9,340

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML AppendixShowing 400 of 597 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/BOYAmt0133963
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0126560
IRS990/AccountsReceivableGrp/BOYAmt0100
IRS990/AccountsReceivableGrp/EOYAmt0100
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO COLLEGE BOUND HIGH SCHOOL STUDENTS THROUGHOUT WISCONSIN.
IRS990/AllOtherContributionsAmt0326955
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA JESTER
IRS990/BooksInCareOfDetail/PhoneNum02629652200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt036275 SUNSET DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOUSMAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053118
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0334299
IRS990/CashNonInterestBearingGrp/EOYAmt0301912
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0326955
IRS990/CYGrantsAndSimilarPaidAmt01380522
IRS990/CYInvestmentIncomeAmt0748571
IRS990/CYOtherExpensesAmt058441
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt091762
IRS990/CYRevenuesLessExpensesAmt0-289226
IRS990/CYSalariesCompEmpBnftPaidAmt017551
IRS990/CYTotalExpensesAmt01456514
IRS990/CYTotalFundraisingExpenseAmt099
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01167288
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS TO SCHOOLS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt022709706
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt020222682
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0114420
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010635
IRS990/FeesForServicesAccountingGrp/TotalAmt010635
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02653
IRS990/FeesForServicesOtherGrp/TotalAmt02653
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/AverageHoursPerWeekRt101.00
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/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1LAWRENCE NINES
IRS990/Form990PartVIISectionAGrp/PersonNm2ALBERT HUELSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADLEY BINGHEIM
IRS990/Form990PartVIISectionAGrp/PersonNm4PETER TOURVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY STANG
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL WHARTON
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIEL L SLAVIK
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL T TOURVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL LENZ
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL A DEWOLF
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/ReportableCompFromOrgAmt100
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER-AD HOC
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016637
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0114420
IRS990/GrantsPayableGrp/BOYAmt0422763
IRS990/GrantsPayableGrp/EOYAmt0339642
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0136347
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0136347
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01244175
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01244175
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0380824
IRS990/GrossReceiptsAmt01531475
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03801
IRS990/InsuranceGrp/TotalAmt03801
IRS990/InvestmentIncomeGrp/ExclusionAmt0731934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0731934
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025851306
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023826224
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0364187
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/NetAssetsOrFundBalancesBOYAmt025848782
IRS990/NetAssetsOrFundBalancesEOYAmt023898661
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016637
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016637
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1660895
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03139076
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03675979
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03127
IRS990/OccupancyGrp/TotalAmt03127
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02112
IRS990/OfficeExpensesGrp/TotalAmt02112
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0433
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0433
IRS990/OtherExpensesGrp/Desc0SOCCER PROGRAMS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt099
IRS990/OtherExpensesGrp/ProgramServicesAmt036014
IRS990/OtherExpensesGrp/TotalAmt036014
IRS990/OtherExpensesGrp/TotalAmt199
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015185
IRS990/OtherSalariesAndWagesGrp/TotalAmt015185
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01153
IRS990/PayrollTaxesGrp/TotalAmt01153
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0780
IRS990/PensionPlanContributionsGrp/TotalAmt0780
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0210368
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0227007
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09435
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09620
IRS990/PrincipalOfficerNm0DANIEL SLAVIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0ACTS OF KINDNESS
IRS990/ProgramServiceRevenueGrp/Desc1MATCHING SCHOLARSHIP P
IRS990/ProgramServiceRevenueGrp/Desc2MEDICAL MATCHING GRANT
IRS990/ProgramServiceRevenueGrp/Desc3SOCCER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc4OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt048662
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32950
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt048662
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42335
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01302116
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01266102
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt062212
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0280415
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01437500
IRS990/PYInvestmentIncomeAmt0965815
IRS990/PYOtherExpensesAmt096527
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0131613
IRS990/PYRevenuesLessExpensesAmt0-173735
IRS990/PYSalariesCompEmpBnftPaidAmt017551
IRS990/PYTotalExpensesAmt01551578
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01377843
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-289226
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt029550
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/CurrentTaxYearAmt0326955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0280415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0281708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0131414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01289332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0731934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0977982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0708790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0648856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0741826
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03809388
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0252609
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23790
IRS990ScheduleA/PublicSupportPY170Pct00.18770
IRS990ScheduleA/PublicSupportTotal170Amt01212979
IRS990ScheduleA/SubstantialContributorsTotAmt076353
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0326955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0280415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0281708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268840
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0131414
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01289332
IRS990ScheduleA/TotalSupportAmt05098720
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/BeginningYearBalanceAmt022709706
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0140943
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt020222682
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1437154
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-1190813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022478868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0276666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022709706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01150829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1196657
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt021730934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0155603
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022478868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01772256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-1179925
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt020368271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt046728
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt021730934
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02324878
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-1008943
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt022109017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt030020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt020368271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-763526
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-1007240
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt048275
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt09775
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0353372
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01456514
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1660895
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.47520
IRS990ScheduleD/RevenueNotReportedAmt0-1660895
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01167288
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.52480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01456514
IRS990ScheduleD/TotalRevenuePerForm990Amt01167288
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-493607
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01456514
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0114420
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt121927
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGH SCHOOL SCHOLARSHIP PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUBSCRIPTION SPONSORSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt070
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0768204
IRS990ScheduleI/RecipientTable/CashGrantAmt17615
IRS990ScheduleI/RecipientTable/CashGrantAmt26838
IRS990ScheduleI/RecipientTable/CashGrantAmt36838
IRS990ScheduleI/RecipientTable/CashGrantAmt46838
IRS990ScheduleI/RecipientTable/CashGrantAmt556000
IRS990ScheduleI/RecipientTable/CashGrantAmt67404
IRS990ScheduleI/RecipientTable/CashGrantAmt77404
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)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,364,863
Liabilities
$466,202
Net assets
$23,898,661
Revenue
$1,167,288
Expenses
$1,456,514
Net income
-$289,226
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