Civic Intelligence

Wisconsin Masonic Foundation

990 • Fiscal year 2022 • EIN 39-6044637

May 01, 2021 to Apr 30, 2022 • Filed on Feb 27, 2023

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.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

20th percentile

0.08x

Higher debt load relative to revenue than 20% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

19th percentile

-10.0%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

171%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$27,556,121

Down $3,060,180 (-10.0%) from 2021

Net Assets

Down

$27,133,769

Down $3,019,518 (-10%) from 2021

Liabilities

Down

$422,352

Down $40,662 (-8.8%) from 2021

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Up

$5,183,094

Up $3,273,538 (+171%) from 2021

Expenses

Down

$1,518,981

Down $898,987 (-37%) from 2021

Net Income

Up

$3,664,113

Up $4,172,525 (+821%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2022

Assets$27,556,121
Liabilities$422,352
Net Assets$27,133,769
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$5,183,094
Expenses$1,518,981
Net Income$3,664,113
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Feb 27, 2023
Return Version
2021v4.2
Gross Receipts
$17,279,983
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.

10

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,140,185$27,109,631▼ $3,030,554
Pledges and Grants Receivable$283,128$294,435▲ $11,307
Cash and Non-Interest-Bearing Accounts$183,083$141,965▼ $41,118
Prepaid Expenses and Deferred Charges$9,805$9,990▲ $185
Accounts Receivable$100$100→ $0
Total Assets$30,616,301$27,556,121▼ $3,060,180
Liabilities
Grants Payable$294,776$330,096▲ $35,320
Accounts Payable and Accrued Expenses$168,238$92,256▼ $75,982
Total Liabilities$463,014$422,352▼ $40,662
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,200,192$23,325,621▼ $2,874,571
Net Assets Without Donor Restrictions$3,953,095$3,808,148▼ $144,947
Total Net Assets Fund Balance$30,153,287$27,133,769▼ $3,019,518
Total Liabilities and Net Assets / Fund Balance$30,616,301$27,556,121▼ $3,060,180

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$26,200,192$213,375▼ $1,746,330$1,341,616$23,325,621
2021$20,222,682$666,707▲ $7,423,332$-2,112,529$26,200,192
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
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
$335,033
Program Service Revenue
$9,127
Investment Income
$4,838,934
Other Revenue
$0
All Other Contributions
$335,033
Change in Net Assets
$3,664,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,183,094
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-6,683,631
Total Revenue per Audited Statements
$-1,500,537
Total Revenue per Form 990
$5,183,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,431,930
Other Expenses$69,591
Salaries, Compensation, and Employee Benefits$17,460
Total Fundraising Expense$197
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,341,616--$1,341,616
Grants to Domestic Individuals$90,314--$90,314
Fees for Services Accounting-$22,701-$22,701
Other Salaries and Wages-$14,962-$14,962
Other Expenses$19,946$12,905$197$13,102
Insurance-$3,749-$3,749
Fees for Services Other-$3,610-$3,610
Office Expenses-$3,515-$3,515
Occupancy-$2,968-$2,968
Payroll Taxes-$1,135-$1,135
Pension Plan Contributions-$763-$763
Other Employee Benefits-$600-$600
Total Functional Expenses$1,451,876$66,908$197$1,518,981

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,518,981
Total Expenses per Audited Statements$1,518,981
Total Expenses per Form 990$1,518,981
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$784,863
Beaver Dam School DistrictBeaver Dam, WI170(c)(1)College Scholarships$55,000
CHILDREN'S DYSLEXIA CENTER MILWMilwaukee, WI501(c)(3)Dyslexia Programs$10,473
Wisconsin Automobile & Truck Dealers AssociationMadison, WI501(c)(6)Program Support$6,870
CHILDREN'S DYSLEXIA CENTER MADISONMadison, WI501(c)(3)Dyslexia Programs$6,650
CHILDREN'S DYSLEXIA CENTER UPPER WIEau Claire, WI501(c)(3)Dyslexia Programs$6,450
River Ridge High SchoolPatch Grove, WI-Scholarships$5,022
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
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
2023-02-27
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
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0600
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0600
IRS990/OtherExpensesGrp/Desc0SOCCER PROGRAMS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012905
IRS990/OtherExpensesGrp/ProgramServicesAmt019946
IRS990/OtherExpensesGrp/TotalAmt019946
IRS990/OtherExpensesGrp/TotalAmt113102
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014962
IRS990/OtherSalariesAndWagesGrp/TotalAmt014962
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01135
IRS990/PayrollTaxesGrp/TotalAmt01135
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0763
IRS990/PensionPlanContributionsGrp/TotalAmt0763
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0283128
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0294435
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09805
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09990
IRS990/PrincipalOfficerNm0DANIEL SLAVIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711210
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0SOCCER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1567
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08560
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1567
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01341616
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01341616
IRS990/ProgSrvcAccomActy3Grp/Desc0YOUTH SOCCER PROGRAM
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt019946
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0792516
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02323140
IRS990/PYInvestmentIncomeAmt01116350
IRS990/PYOtherExpensesAmt073722
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0690
IRS990/PYRevenuesLessExpensesAmt0-508412
IRS990/PYSalariesCompEmpBnftPaidAmt021106
IRS990/PYTotalExpensesAmt02417968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01909556
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03664113
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE 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 MASONIC HOME ENDOWMENT FUND. CONTRIBUTIONS TO THE FUND ARE INVESTED IN PERPETUITY AND ARE NOT EXPENDABLE. THE BOARD OF THE FOUNDATION 0OVERSEES 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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0335033
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0792516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0326955
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0280415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0281708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02016627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0793933
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0676011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0731934
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0977982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0708790
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03888650
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0233192
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26280
IRS990ScheduleA/PublicSupportPY170Pct00.25150
IRS990ScheduleA/PublicSupportTotal170Amt01551776
IRS990ScheduleA/SubstantialContributorsTotAmt0464851
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0335033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0792516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0326955
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0280415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0281708
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02016627
IRS990ScheduleA/TotalSupportAmt05905277
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/BoardDesignatedBalanceEOYPct00.15000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt026200192
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0213375
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023325621
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1746330
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01341616
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt020222682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0666707
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt026200192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07423332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-2112529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022709706
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0140943
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt020222682
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1437154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-1190813
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022478868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0276666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022709706
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01150829
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-1196657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021730934
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0155603
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022478868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01772256
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-1179925
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01518981
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6683631
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.41000
IRS990ScheduleD/RevenueNotReportedAmt0-6683631
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05183094
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.44000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01518981
IRS990ScheduleD/TotalRevenuePerForm990Amt05183094
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1500537
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01518981
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt076684
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt113630
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HIGH SCHOOL SCHOLARSHIP PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SUBSCRIPTION SPONSORSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/RecipientTable/CashGrantAmt0784863
IRS990ScheduleI/RecipientTable/CashGrantAmt155000
IRS990ScheduleI/RecipientTable/CashGrantAmt26450
IRS990ScheduleI/RecipientTable/CashGrantAmt310473
IRS990ScheduleI/RecipientTable/CashGrantAmt46650
IRS990ScheduleI/RecipientTable/CashGrantAmt56870
IRS990ScheduleI/RecipientTable/CashGrantAmt65022
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
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/PurposeOfGrantTxt6SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WISCONSIN MASONIC HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEAVER DAM SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S DYSLEXIA CENTER UPPER WI

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,556,121
Liabilities
$422,352
Net assets
$27,133,769
Revenue
$5,183,094
Expenses
$1,518,981
Net income
$3,664,113
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