Civic Intelligence

Wisconsin Masonic Foundation

990 • Fiscal year 2021 • EIN 39-6044637

May 01, 2020 to Apr 30, 2021 • Filed on Feb 17, 2022

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.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.24x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

6th percentile

-27%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

64%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$30,616,301

Up $6,251,438 (+26%) from 2020

Net Assets

Up

$30,153,287

Up $6,254,626 (+26%) from 2020

Liabilities

Down

$463,014

Down $3,188 (-0.7%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin6th percentile

Revenue

Up

$1,909,556

Up $742,268 (+64%) from 2020

Expenses

Up

$2,417,968

Up $961,454 (+66%) from 2020

Net Income

Down

-$508,412

Down $219,186 (-76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2021

Assets$30,616,301
Liabilities$463,014
Net Assets$30,153,287
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$1,909,556
Expenses$2,417,968
Net Income-$508,412
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Feb 17, 2022
Return Version
2020v4.2
Gross Receipts
$3,566,341
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$23,826,224$30,140,185▲ $6,313,961
Pledges and Grants Receivable$227,007$283,128▲ $56,121
Cash and Non-Interest-Bearing Accounts$301,912$183,083▼ $118,829
Prepaid Expenses and Deferred Charges$9,620$9,805▲ $185
Accounts Receivable$100$100→ $0
Total Assets$24,364,863$30,616,301▲ $6,251,438
Liabilities
Grants Payable$339,642$294,776▼ $44,866
Accounts Payable and Accrued Expenses$126,560$168,238▲ $41,678
Total Liabilities$466,202$463,014▼ $3,188
Net Assets / Fund Balance
Net Assets With Donor Restrictions$20,222,682$26,200,192▲ $5,977,510
Net Assets Without Donor Restrictions$3,675,979$3,953,095▲ $277,116
Total Net Assets Fund Balance$23,898,661$30,153,287▲ $6,254,626
Total Liabilities and Net Assets / Fund Balance$24,364,863$30,616,301▲ $6,251,438

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$20,222,682$666,707▲ $7,423,332$-2,112,529$26,200,192
2019$22,709,706$140,943▼ $1,437,154$-1,190,813$20,222,682
2018$22,478,868$276,666▲ $1,150,829$-1,196,657$22,709,706
2017$21,730,934$155,603▲ $1,772,256$-1,179,925$22,478,868
2016$20,368,271$46,728▲ $2,324,878$-1,008,943$21,730,934
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Daniel L SlavikPresident
Lawrence NinesVice President
Albert HuelsmanBoard Member
David RitchieBoard Member
Paul T TourvilleBoard Member
Peter TourvilleBoard Member
Roger AndersonBoard Member
Michael a DewolfBoard Member-ad Hoc
Bradley BingheimSecretary
Gary StangSecretary
Paul WhartonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$792,516
Program Service Revenue
$690
Investment Income
$1,116,350
Other Revenue
$0
All Other Contributions
$792,516
Change in Net Assets
$-508,412

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,909,556
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,763,038
Total Revenue per Audited Statements
$8,672,594
Total Revenue per Form 990
$1,909,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,323,140
Other Expenses$73,722
Salaries, Compensation, and Employee Benefits$21,106
Total Fundraising Expense$607
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,142,757--$2,142,757
Grants to Domestic Individuals$180,383--$180,383
Fees for Services Accounting-$38,902-$38,902
Other Salaries and Wages-$18,188-$18,188
Insurance-$4,573-$4,573
Occupancy-$3,690-$3,690
Office Expenses-$3,430-$3,430
Fees for Services Other-$3,085-$3,085
Payroll Taxes-$1,380-$1,380
Pension Plan Contributions-$937-$937
Other Expenses$19,435-$607$607
Other Employee Benefits-$601-$601
Total Functional Expenses$2,342,575$74,786$607$2,417,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,417,968
Total Expenses per Audited Statements$2,417,968
Total Expenses per Form 990$2,417,968
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$1,748,164
Beaver Dam School DistrictBeaver Dam, WI170(c)(1)College Scholarships$53,000
CHILDREN'S DYSLEXIA CENTER UPPER WIEau Claire, WI501(c)(3)Dyslexia Programs$14,652
CHILDREN'S DYSLEXIA CENTER MILWMilwaukee, WI501(c)(3)Dyslexia Programs$7,934
CHILDREN'S DYSLEXIA CENTER MADISONMadison, WI501(c)(3)Dyslexia Programs$7,552
Wisconsin Automobile & Truck Dealers AssociationMadison, WI501(c)(6)Program Support$7,514
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
2022-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Slavik
Formed
1925
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
8,423

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML AppendixShowing 400 of 571 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/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0601
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0601
IRS990/OtherExpensesGrp/Desc0SOCCER PROGRAMS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0607
IRS990/OtherExpensesGrp/ProgramServicesAmt019435
IRS990/OtherExpensesGrp/TotalAmt019435
IRS990/OtherExpensesGrp/TotalAmt1607
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018188
IRS990/OtherSalariesAndWagesGrp/TotalAmt018188
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01380
IRS990/PayrollTaxesGrp/TotalAmt01380
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0937
IRS990/PensionPlanContributionsGrp/TotalAmt0937
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0227007
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0283128
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09620
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09805
IRS990/PrincipalOfficerNm0DANIEL SLAVIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc1SOCCER PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0402
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0402
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1288
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02212825
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02193390
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0690
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0326955
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01380522
IRS990/PYInvestmentIncomeAmt0748571
IRS990/PYOtherExpensesAmt058441
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt091762
IRS990/PYRevenuesLessExpensesAmt0-289226
IRS990/PYSalariesCompEmpBnftPaidAmt017551
IRS990/PYTotalExpensesAmt01456514
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01167288
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-508412
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FILING ORGANIZATION MAINTAINS ONGOING SUPPORT TO THE WISCONSIN MASONIC HOME, INC., A SENIOR LIVING FACILITY OPEN TO THE GENERAL PUBLIC. IN ADDITION, THE FILING ORGANIZATION ALSO PROVIDES SCHOLARSHIPS TO LOCAL AREA HIGH SCHOOLS AND SUPPORT TO HOSPITALS AND HEALTH CARE FACILITIES. ALL OF WHICH ARE OPEN TO THE GENERAL PUBLIC. THE FOUNDATION SENDS OUT AN ANNUAL APPEAL FOR CONTRIBUTIONS TO RAISE FUNDS. THE FILING ORGANIZATION ALSO ADMINISTERS THE WISCONSIN MASOIC HOME ENDOWMENT FUND. CONTRIBUTIONS TO THE FUND ARE INVESTED IN PERPETUITY AND ARE NOT EXPENDABLE. THE BOARD OF THE FOUNDATION OVERSEES ALL CONTRIBUTIONS, AND ENSURES DONOR CONTRIBUTIONS ARE USED IN ACCORDANCE WITH THE FOUNDATION'S MISSION. THE FOUNDATION'S REVENUE IS DIRECTLY DERIVED FROM CONTRIBUTIONS AND INVESTMENT EARNINGS. THE INVESTMENT EARNINGS ARE OUTPACING CONTRIBUTIONS AT THIS TIME. HOWEVER, THE ENDOWMENT FUND IS RESITRICTED TO USE AND THE CONTRIBUTIONS ARE WHAT RUNS THE DAY TO DAY OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0792516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0326955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0280415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0281708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0268840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01950434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0676011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0731934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0977982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0708790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0648856
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03743573
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0244562
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25150
IRS990ScheduleA/PublicSupportPY170Pct00.23790
IRS990ScheduleA/PublicSupportTotal170Amt01432120
IRS990ScheduleA/SubstantialContributorsTotAmt0518314
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0792516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0326955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0280415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0281708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268840
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01950434
IRS990ScheduleA/TotalSupportAmt05694007
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/BeginningYearBalanceAmt020222682
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0666707
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026200192
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07423332
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-2112529
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022709706
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0140943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt020222682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1437154
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1190813
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022478868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0276666
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022709706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01150829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-1196657
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021730934
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0155603
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022478868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01772256
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-1179925
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt020368271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt046728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021730934
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02324878
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-1008943
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt062390
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt021018
IRS990ScheduleD/DonorAdvisedFundsHeldCnt010
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0496883
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02417968
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06763038
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.36877
IRS990ScheduleD/RevenueNotReportedAmt06763038
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01909556
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.63123
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02417968
IRS990ScheduleD/TotalRevenuePerForm990Amt01909556
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08672594
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02417968
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0129750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt150633
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGH SCHOOL SCHOLARSHIP PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUBSCRIPTION SPONSORSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0194
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt01748164
IRS990ScheduleI/RecipientTable/CashGrantAmt153000
IRS990ScheduleI/RecipientTable/CashGrantAmt214652
IRS990ScheduleI/RecipientTable/CashGrantAmt37934
IRS990ScheduleI/RecipientTable/CashGrantAmt47552
IRS990ScheduleI/RecipientTable/CashGrantAmt57514
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(C)(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(6)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CARE OF THE ELDERLY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COLLEGE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DYSLEXIA PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISCONSIN MASONIC HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEAVER DAM SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S DYSLEXIA CENTER UPPER WI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHILDREN'S DYSLEXIA CENTER MILW
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHILDREN'S DYSLEXIA CENTER MADISON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WISCONSIN AUTOMOBILE & TRUCK DEALERS ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0390813463
IRS990ScheduleI/RecipientTable/RecipientEIN1396031224
IRS990ScheduleI/RecipientTable/RecipientEIN2043169620

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,616,301
Liabilities
$463,014
Net assets
$30,153,287
Revenue
$1,909,556
Expenses
$2,417,968
Net income
-$508,412
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