Civic Intelligence

M3 Insurance Foundation Inc.

990 • Fiscal year 2022 • EIN 47-4842422

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 06, 2023

Organization ProfileM3INS.COM/M3-FOUNDATION
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

89th percentile

0.58x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

92nd percentile

1.09x

Higher debt load relative to revenue than 92% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

18%

Faster revenue growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$863,330

Up $186,781 (+28%) from 2021

Net Assets

Down

$363,163

Down $107,386 (-23%) from 2021

Liabilities

Up

$500,167

Up $294,167 (+143%) from 2021

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin18th percentile

Revenue

Up

$457,888

Up $71,365 (+18%) from 2021

Expenses

Up

$527,724

Up $314,123 (+147%) from 2021

Net Income

Down

-$69,836

Down $242,758 (-140%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2022

Assets$863,330
Liabilities$500,167
Net Assets$363,163
Open 2022 Filing

Operations Trend

Revenue Growth61st percentile

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

2022

Revenue$457,888
Expenses$527,724
Net Income-$69,836
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 6, 2023
Return Version
2022v5.0
Gross Receipts
$496,882
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$362,731$529,222▲ $166,491
Investments in Publicly Traded Securities$304,182$334,108▲ $29,926
Savings and Temporary Cash Investments$9,636--
Total Assets$676,549$863,330▲ $186,781
Liabilities
Grants Payable-$300,167-
Other Liabilities$206,000$0▼ $206,000
Deferred Revenue$0$200,000▲ $200,000
Total Liabilities$206,000$500,167▲ $294,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$470,549$363,163▼ $107,386
Total Net Assets Fund Balance$470,549$363,163▼ $107,386
Total Liabilities and Net Assets / Fund Balance$676,549$863,330▲ $186,781
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Elizabeth DettmanPresident
Amber SeitzDirector
Bec KurzynskeDirector
Candice RothDirector
Danae Dorsey Termed in 22Director
Jesse MaasDirector
Kelsey StacksDirector
Kevin MillerSecretary
Lindsey Hamielec Termed in 22Treasurer
Melissa SeyfferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$454,569
Program Service Revenue
$0
Investment Income
$3,319
Other Revenue
$0
All Other Contributions
$454,569
Change in Net Assets
$-69,836

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Closely Held Stock1$49,704
Total Noncash Contributions1$49,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$512,070
Other Expenses$15,654
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$511,070--$511,070
Fees for Services Accounting-$11,945-$11,945
Fees for Services Other-$1,728-$1,728
Grants to Domestic Individuals$1,000--$1,000
Insurance-$594-$594
Other Expenses-$154-$154
Total Functional Expenses$512,070$15,654$0$527,724
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys & Girls Club of Dane CountyFitchburg, WI501(c)(3)General Support$100,000
Center for Black Excellence & CultureMadison, WI501(c)(3)General Support$100,000
United Way of Dane CountyMadison, WI501(c)(3)General Support$55,070
United Way of Dane CountyMadison, WI501(c)(3)General Support$35,000
Edgewood CollegeMadison, WI501(c)(3)General Support$25,000
Macc FundMilwaukee, WI501(c)(3)General Support$22,500
CHILDREN'S IMAGINARIUM INCWausau, WI501(c)(3)General Support$15,000
Foundations Health and Wholeness IncGreen Bay, WI501(c)(3)General Support$15,000
Habitat for Humanity of Dane CountyMadison, WI501(c)(3)General Support$15,000
United Lutheran Program for the Aging IncWauwatosa, WI501(c)(3)General Support$15,000
Bethesda Lutheran Communities IncWatertown, WI501(c)(3)General Support$10,000
Boys & Girls Club of Wausau AreaWausau, WI501(c)(3)General Support$10,000
Rise Wisconsin IncMadison, WI501(c)(3)General Support$10,000
Second Harvest Foodbank of Southern WisconsinMadison, WI501(c)(3)General Support$10,000
United Community CenterMilwaukee, WI501(c)(3)General Support$7,500
Boys & Girls of Greater Chippewa ValleyEau Claire, WI501(c)(3)General Support$6,000
United Way of Greater Milwaukee & Waukesha CountyMilwaukee, WI501(c)(3)General Support$6,000
United Way of Marathon CountyWausau, WI501(c)(3)General Support$6,000
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
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is reviewed by the board and approved before it is filed.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization will provide certain documents including our financial statements, conflict of interest policy, and governing documents that support our tax exempt status, including, but not limited to, articles of incorporation and bylaws.”

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
Beth Dettman
Title
President
Phone
8002722443
Signed
2023-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Dettman
Formed
2015
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Baker Tilly US Llp
Address
205 N MICHIGAN AVE 2800, CHICAGO, IL 60601-5927
Preparer
Mark Heroux
Phone
3127298000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has neither changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is a not-for-profit organization that is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes is reflected in the foundation's financial statements. The foundation is classified as a public charity on internal revenue code 170(b)(1)(a)(vi). The foundation does not believe that it has any uncertain tax positions at december 31, 2022.”

Raw XML AppendixShowing 400 of 572 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0(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.
IRS990/AllOtherContributionsAmt0454569
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN DONARSKI
IRS990/BooksInCareOfDetail/PhoneNum06082882732
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0828 JOHN NOLEN DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053713
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0362731
IRS990/CashNonInterestBearingGrp/EOYAmt0529222
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0454569
IRS990/CYGrantsAndSimilarPaidAmt0512070
IRS990/CYInvestmentIncomeAmt03319
IRS990/CYOtherExpensesAmt015654
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-69836
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0527724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0457888
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt0200000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION DONATES TO LOCAL ORGANIZATIONS FOCUSING ON HEALTH CARE, SAFETY IMPROVEMENT, CATASTROPHIC EVENT RELIEF, FINANCIAL EDUCATION AND LITERACY, AND THE PROMOTION OF CAREERS IN THE INSURANCE INDUSTRY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0512070
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011945
IRS990/FeesForServicesAccountingGrp/TotalAmt011945
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01728
IRS990/FeesForServicesOtherGrp/TotalAmt01728
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.60
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0BEC KURZYNSKE
IRS990/Form990PartVIISectionAGrp/PersonNm1CANDICE ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSE MAAS
IRS990/Form990PartVIISectionAGrp/PersonNm3KELSEY STACKS
IRS990/Form990PartVIISectionAGrp/PersonNm4DANAE DORSEY TERMED IN 22
IRS990/Form990PartVIISectionAGrp/PersonNm5AMBER SEITZ
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH DETTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm8LINDSEY HAMIELEC TERMED IN 22
IRS990/Form990PartVIISectionAGrp/PersonNm9MELISSA SEYFFER
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3065
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0512070
IRS990/GrantsPayableGrp/EOYAmt0300167
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0511070
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0511070
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt035929
IRS990/GrossReceiptsAmt0496882
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0594
IRS990/InsuranceGrp/TotalAmt0594
IRS990/InvestmentIncomeGrp/ExclusionAmt06384
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06384
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0304182
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0334108
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038994
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0(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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0470549
IRS990/NetAssetsOrFundBalancesEOYAmt0363163
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3065
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3065
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-37550
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0470549
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0363163
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt049704
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOFTWARE
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/Desc2STATIONERY & PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0860
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2154
IRS990/OtherExpensesGrp/TotalAmt0860
IRS990/OtherExpensesGrp/TotalAmt1373
IRS990/OtherExpensesGrp/TotalAmt2154
IRS990/OtherLiabilitiesGrp/BOYAmt0206000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH DETTMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0372520
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0192500
IRS990/PYInvestmentIncomeAmt014003
IRS990/PYOtherExpensesAmt021101
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0172922
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0213601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0386523
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-69836
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09636
IRS990ScheduleA/FactsAndCircumstancesTestTxt0PART II, SECTION C, LINE 17B, FACTS AND CIRCUMSTANCES TEST: M3 INSURANCE FOUNDATION RECEIVED A MAJORITY OF START UP SUPPORT FROM M3 INSURANCE SOLUTION. THE ORGANIZATION PROVIDES A WIDE RANGE OF CONTRIBUTIONS TO THE COMMUNITY IT CALLS HOME AND WORKS TO ENRICH THE COMMUNITY IT CONDUCTS BUSINESS IN.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0454569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0372250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0339789
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0325473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0543828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02035909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06384
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0784
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013011
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14830
IRS990ScheduleA/PublicSupportPY170Pct00.10850
IRS990ScheduleA/PublicSupportTotal170Amt0303775
IRS990ScheduleA/SubstantialContributorsTotAmt01732134
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0454569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0372250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0339789
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0325473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0543828
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02035909
IRS990ScheduleA/TotalSupportAmt02048920
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/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS CLASSIFIED AS A PUBLIC CHARITY ON INTERNAL REVENUE CODE 170(B)(1)(A)(VI). THE FOUNDATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP - DIANE WILKINSON SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/RecipientTable/CashGrantAmt035000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt222500
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt515000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt96000
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt127500
IRS990ScheduleI/RecipientTable/CashGrantAmt1310000
IRS990ScheduleI/RecipientTable/CashGrantAmt14100000
IRS990ScheduleI/RecipientTable/CashGrantAmt15100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1615000
IRS990ScheduleI/RecipientTable/CashGrantAmt1755070
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF DANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EDGEWOOD COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MACC FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNITED LUTHERAN PROGRAM FOR THE AGING INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHILDREN'S IMAGINARIUM INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HABITAT FOR HUMANITY OF DANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6RISE WISCONSIN INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7BETHESDA LUTHERAN COMMUNITIES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9BOYS & GIRLS OF GREATER CHIPPEWA VALLEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10UNITED WAY OF MARATHON COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12UNITED COMMUNITY CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13BOYS & GIRLS CLUB OF WAUSAU AREA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14BOYS & GIRLS CLUB OF DANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15CENTER FOR BLACK EXCELLENCE & CULTURE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16FOUNDATIONS HEALTH AND WHOLENESS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17UNITED WAY OF DANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0390817532
IRS990ScheduleI/RecipientTable/RecipientEIN1390806202
IRS990ScheduleI/RecipientTable/RecipientEIN2391270290
IRS990ScheduleI/RecipientTable/RecipientEIN3390981434
IRS990ScheduleI/RecipientTable/RecipientEIN4465049773
IRS990ScheduleI/RecipientTable/RecipientEIN5391592769
IRS990ScheduleI/RecipientTable/RecipientEIN6912064768
IRS990ScheduleI/RecipientTable/RecipientEIN7390806446
IRS990ScheduleI/RecipientTable/RecipientEIN8391490691
IRS990ScheduleI/RecipientTable/RecipientEIN9392032491
IRS990ScheduleI/RecipientTable/RecipientEIN10390935496
IRS990ScheduleI/RecipientTable/RecipientEIN11390806190
IRS990ScheduleI/RecipientTable/RecipientEIN12391146191
IRS990ScheduleI/RecipientTable/RecipientEIN13391850386
IRS990ScheduleI/RecipientTable/RecipientEIN14391925617
IRS990ScheduleI/RecipientTable/RecipientEIN15853072819
IRS990ScheduleI/RecipientTable/RecipientEIN16391047205
IRS990ScheduleI/RecipientTable/RecipientEIN17390817532
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02509 ATWOOD AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11000 EDGEWOOD COLLEGE DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt210000 W INNOVATION DR SUITE 135

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$863,330
Liabilities
$500,167
Net assets
$363,163
Revenue
$457,888
Expenses
$527,724
Net income
-$69,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.35$2.84$4.51$4.33$4.62$0.30
2023Detailed filing. Detailed filing data is available for this year.$9.29$4.65$4.64$4.79$3.29$1.51
2022Detailed filing. Detailed filing data is available for this year.$8.63$5.00$3.63$4.58$5.28$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.77$2.06$4.71$3.87$2.14$1.73
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$3.40$3.38$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$3.26$2.61$0.65
2018Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$5.45$1.99$3.45
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.24$0.42$0.82
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.33$0.05$0.28
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00