Civic Intelligence

M3 Insurance Foundation Inc.

990EZ • Fiscal year 2016 • EIN 47-4842422

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 25, 2017

828 John Nolen DriveMadison, WI 53713

(800) 272-2443

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

100th percentile

2801900%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Up

$28,020

Up $28,019 (+2801900%) from 2015

Net Assets

$28,020

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$33,194

Up $33,194 from 2015

Expenses

Up

$5,174

Up $5,174 from 2015

Net Income

Up

$28,020

Up $28,020 from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $28,020Liabilities 2016: $0Net Assets 2016: $28,0202016Assets 2017: $110,160Liabilities 2017: $0Net Assets 2017: $110,1602017Assets 2018: $455,430Liabilities 2018: $0Net Assets 2018: $455,4302018Assets 2019: $545,649Liabilities 2019: $0Net Assets 2019: $545,6492019Assets 2020: $522,233Liabilities 2020: $0Net Assets 2020: $522,2332020Assets 2021: $676,549Liabilities 2021: $206,000Net Assets 2021: $470,5492021Assets 2022: $863,330Liabilities 2022: $500,167Net Assets 2022: $363,1632022Assets 2023: $929,179Liabilities 2023: $465,485Net Assets 2023: $463,6942023Assets 2024: $734,991Liabilities 2024: $284,044Net Assets 2024: $450,9472024

Highlighted filing

2016

Assets$28,020
Liabilities$0
Net Assets$28,020

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $33,194Expenses 2016: $5,174Net Income 2016: $28,0202016Revenue 2017: $123,802Expenses 2017: $41,662Net Income 2017: $82,1402017Revenue 2018: $544,612Expenses 2018: $199,343Net Income 2018: $345,2692018Revenue 2019: $326,059Expenses 2019: $261,409Net Income 2019: $64,6502019Revenue 2020: $339,993Expenses 2020: $337,840Net Income 2020: $2,1532020Revenue 2021: $386,523Expenses 2021: $213,601Net Income 2021: $172,9222021Revenue 2022: $457,888Expenses 2022: $527,724Net Income 2022: -$69,8362022Revenue 2023: $479,213Expenses 2023: $328,713Net Income 2023: $150,5002023Revenue 2024: $432,589Expenses 2024: $462,332Net Income 2024: -$29,7432024

Highlighted filing

2016

Revenue$33,194
Expenses$5,174
Net Income$28,020
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$33,194
Mission and Program Overview

Mission

(see schedule o)the foundation was organized to promote the charitable attitudes of the employees at m3 solutions, inc. The foundation will focus on the areas of health care, safety improvement, catastrophic event relief, financial education and literacy, and the promotion of careers in the insurance industry.

The Foundation was organized to promote the charitable attitudes of the employees at M3 Solutions, Inc. The Foundation will focus on the areas of health care, safety improvement, catastrophic event relief, financial education and literacy, and the promotion of careers in the insurance industry.

Program Services

DescriptionGrantsExpenses
Assisting women in pursuit of secondary education through the Diane Wilkinson Scholarship.$2,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas J GoldenPresident/Secretary/Treasurer-$0--
Jeremy D JensenDirector-$0--
Kenneth M MeeksDirector-$0--
Jason D NordbyDirector-$0--
Michael E VictorsonDirector-$0--
Kristin S SchmidtDirector-$0--
Filing and Contact Details

Filer

Filer Name
M3 Insurance Foundation Inc
EIN
47-4842422
Phone
8002722443
Address
828 John Nolen Drive, Madison, WI 53713

Signing Officer

Name
Thomas J Golden
Title
President
Phone
8002722443
Signed
2017-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Virchow Krause LLP
Address
205 N Michigan Ave 2800, Chicago, IL 60601-5927
Preparer
Mark Heroux
Phone
3127298000
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 20.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Diane Wilkinson Scholarship Charitable Contributions. Grantee Name: Anderson. Amount Given: 2,000.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Taxes & Licenses. Amount: 1,987. Description: Insurance. Amount: 594. Description: Promotional. Amount: 285. Description: Software. Amount: 140. Total to Form 990-EZ, line 16: 3,006.

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN DONARSKI
IRS990EZ/BooksInCareOfDetail/PhoneNum06082882732
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0828 JOHN NOLEN DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053713
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas J Golden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeremy D Jensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kenneth M Meeks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jason D Nordby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael E Victorson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristin S Schmidt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03006
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation was organized to promote the charitable attitudes of the employees at M3 Solutions, Inc. The Foundation will focus on the areas of health care, safety improvement, catastrophic event relief, financial education and literacy, and the promotion of careers in the insurance industry.
IRS990EZ/PrintingPublicationsPostageAmt0168
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assisting women in pursuit of secondary education through the Diane Wilkinson Scholarship.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt05174
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt033194
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033174
IRS990ScheduleA/PublicSupportTotal170Amt033174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033174
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033174
IRS990ScheduleA/TotalSupportAmt033174
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Diane Wilkinson Scholarship Charitable Contributions. Grantee Name: Anderson. Amount Given: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Taxes & Licenses. Amount: 1,987. Description: Insurance. Amount: 594. Description: Promotional. Amount: 285. Description: Software. Amount: 140. Total to Form 990-EZ, line 16: 3,006.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Golden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08002722443
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M3 Insurance Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0M3IN
ReturnHeader/Filer/EIN0474842422
ReturnHeader/Filer/PhoneNum08002722443
ReturnHeader/Filer/USAddress/AddressLine1Txt0828 John Nolen Drive
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053713
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC09F685FDE84DB8310813647ED41DA63C0BAAFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.202.179
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:29:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Tilly Virchow Krause LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0205 N Michigan Ave 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606015927
ReturnHeader/PreparerPersonGrp/PhoneNum03127298000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Heroux
ReturnHeader/ReturnTs02017-09-28T13:26:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings