2023-10-06T17:35:23-05:00 2022-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2022-01-01 474842422 M3 INSURANCE FOUNDATION INC M3IN 8002722443 828 JOHN NOLEN DRIVE MADISON WI 53713 BETH DETTMAN PRESIDENT 8002722443 2023-10-06 1 BETH DETTMAN 999009999 1 MARK HEROUX P00959793 3127298000 2023-10-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH DETTMAN 828 JOHN NOLEN DRIVE MADISON WI 53713 496882 0 X HTTPS://M3INS.COM/M3-FOUNDATION/ X 2015 WI (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. 9 9 0 9 0 0 372520 454569 0 0 14003 3319 0 0 386523 457888 192500 512070 0 0 0 0 0 0 0 21101 15654 213601 527724 172922 -69836 676549 863330 206000 500167 470549 363163 X (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. 0 0 512070 512070 0 THE 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. 512070 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X BRIAN DONARSKI 6082882732 828 JOHN NOLEN DR MADISON WI 53713 X BEC KURZYNSKE DIRECTOR 0.60 X 0 0 0 CANDICE ROTH DIRECTOR 0.60 X 0 0 0 JESSE MAAS DIRECTOR 0.60 X 0 0 0 KELSEY STACKS DIRECTOR 0.60 X 0 0 0 DANAE DORSEY TERMED IN 22 DIRECTOR 0.60 X 0 0 0 AMBER SEITZ DIRECTOR 0.60 X 0 0 0 ELIZABETH DETTMAN PRESIDENT 0.60 X 0 0 0 KEVIN MILLER SECRETARY 0.60 X 0 0 0 LINDSEY HAMIELEC TERMED IN 22 TREASURER 0.60 X 0 0 0 MELISSA SEYFFER TREASURER 0.60 X 0 0 0 0 0 0 0 0 0 0 0 454569 49704 454569 6384 6384 35929 38994 -3065 -3065 -3065 457888 0 0 3319 511070 511070 1000 1000 11945 11945 1728 1728 594 594 SOFTWARE 860 860 ADMINISTRATIVE EXPENSE 373 373 STATIONERY & PRINTING 154 154 527724 512070 15654 0 362731 529222 9636 304182 334108 676549 863330 300167 0 200000 206000 0 206000 500167 X 470549 363163 470549 363163 676549 863330 -69836 -37550 0 X X 1 X 0 0 0 X 543828 325473 339789 372250 454569 2035909 543828 325473 339789 372250 454569 2035909 1732134 303775 784 586 204 5053 6384 13011 2048920 0.14830 0.10850 X PART 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 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. 1 UNITED WAY OF DANE COUNTY 2509 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 35000 0 GENERAL SUPPORT EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 390806202 501(C)(3) 25000 0 GENERAL SUPPORT MACC FUND 10000 W INNOVATION DR SUITE 135 MILWAUKEE WI 53226 391270290 501(C)(3) 22500 0 GENERAL SUPPORT UNITED LUTHERAN PROGRAM FOR THE AGING INC 4545 N 92ND ST WAUWATOSA WI 53225 390981434 501(C)(3) 15000 0 GENERAL SUPPORT CHILDREN'S IMAGINARIUM INC 195 N 2ND ST WAUSAU WI 54403 465049773 501(C)(3) 15000 0 GENERAL SUPPORT HABITAT FOR HUMANITY OF DANE COUNTY 6201 ODANA RD MADISON WI 53719 391592769 501(C)(3) 15000 0 GENERAL SUPPORT RISE WISCONSIN INC 2120 FORDEM AVE MADISON WI 53704 912064768 501(C)(3) 10000 0 GENERAL SUPPORT BETHESDA LUTHERAN COMMUNITIES INC 600 HOFFMAN DR WATERTOWN WI 53094 390806446 501(C)(3) 10000 0 GENERAL SUPPORT SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 391490691 501(C)(3) 10000 0 GENERAL SUPPORT BOYS & GIRLS OF GREATER CHIPPEWA VALLEY 1005 OXFORD AVE EAU CLAIRE WI 54703 392032491 501(C)(3) 6000 0 GENERAL SUPPORT UNITED WAY OF MARATHON COUNTY 705 S 24TH AVE SUITE 400B WAUSAU WI 54401 390935496 501(C)(3) 6000 0 GENERAL SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY 225 W VINE ST MILWAUKEE WI 53212 390806190 501(C)(3) 6000 0 GENERAL SUPPORT UNITED COMMUNITY CENTER 1028 SOUTH 9TH STREET MILWAUKEE WI 53204 391146191 501(C)(3) 7500 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF WAUSAU AREA 1710 N 2ND ST WAUSAU WI 54403 391850386 501(C)(3) 10000 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF DANE COUNTY 5215 VERONA ROAD FITCHBURG WI 53711 391925617 501(C)(3) 100000 0 GENERAL SUPPORT CENTER FOR BLACK EXCELLENCE & CULTURE 655 W BADGER RD MADISON WI 53713 853072819 501(C)(3) 100000 0 GENERAL SUPPORT FOUNDATIONS HEALTH AND WHOLENESS INC 1061 W MASON ST GREEN BAY WI 54303 391047205 501(C)(3) 15000 0 GENERAL SUPPORT UNITED WAY OF DANE COUNTY 2059 ATWOOD AVE MADISON WI 53704 390817532 501(C)(3) 55070 0 GENERAL SUPPORT SCHOLARSHIP - DIANE WILKINSON SCHOLARSHIP 1 1000 PART I, LINE 2: M3 INSURANCE FOUNDATION HAS A FORMAL APPLICATION PROCESS FOR GRANT REQUESTS. MOST GRANTS ARE APPLICATION BASED. THE BOARD MEMBERS HAVE THE ABILITY TO RECOMMEND GRANTEES BASED ON THEIR COMMUNITY CONTRIBUTIONS. X 1 49704 0 0 0 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NEITHER CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.