M3 INSURANCE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- M3 INSURANCE FOUNDATION INC (EIN 47-4842422)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-23
- IRS object ID
- 202111139349301851
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-23T17:02:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MICHIGAN AVE 2800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474842422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M3 INSURANCE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | M3IN | BusinessNameControlTxt |
| Phone | 8002722443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 JOHN NOLEN DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH DETTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8002722443 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETH | PersonFirstNm |
| Person Last | DETTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK HEROUX | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2021-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH DETTMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 JOHN NOLEN DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $339,993 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.M3INS.COM/ABOUT-US/COMMUNITY-IMPACT | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $325,473 | PYContributionsGrantsAmt |
| CY Contributions Grants | $339,789 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $586 | PYInvestmentIncomeAmt |
| CY Investment Income | $204 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $326,059 | PYTotalRevenueAmt |
| CY Total Revenue | $339,993 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $257,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $328,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $594 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,815 | PYOtherExpensesAmt |
| CY Other Expenses | $9,840 | CYOtherExpensesAmt |
| PY Total Expenses | $261,409 | PYTotalExpensesAmt |
| CY Total Expenses | $337,840 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,650 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,153 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $545,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $522,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $545,649 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $522,233 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $328,000 | ExpenseAmt |
| Grant | $328,000 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $328,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN DONARSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082882732 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 JOHN NOLEN DR | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JASON D NORDBY | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| BEC KURZYNSKE | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| KELSEY LORENZ | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JESSE MAAS | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| DANAE DORSEY | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| MELISSA SEYFFER | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MILLER | ||||||
| SECRETARY | 0.60 | $0 | $0 | $0 | Yes (X) | |
| LINDSEY HAMIELEC | ||||||
| TREASURER | 0.60 | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH DETTMAN | ||||||
| PRESIDENT | 0.60 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $339,789 | AllOtherContributionsAmt |
| Total Contributions | $339,789 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204 | TotalRevenueColumnAmt |
| Exclusion | $204 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $204 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,000 | TotalAmt |
| Program Services | $326,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,312 | TotalAmt |
| Management And General | $8,312 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594 | TotalAmt |
| Management And General | $594 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| SOFTWARE | $755 | $755 |
| TAXES AND LICENSES | $128 | $128 |
| BANK FEES | $51 | $51 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,840 | TotalAmt |
| Program Services | $328,000 | ProgramServicesAmt |
| Management And General | $9,840 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,080 | BOYAmt |
| EOY | $282,233 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $240,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,569 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,649 | BOYAmt |
| EOY | $522,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,649 | BOYAmt |
| EOY | $522,233 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,649 | BOYAmt |
| EOY | $522,233 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,649 | BOYAmt |
| EOY | $522,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,153 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$25,569 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $543,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,789 | CurrentTaxYearAmt |
| Total | $1,365,940 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $543,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,789 | CurrentTaxYearAmt |
| Total | $1,365,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,266,234 | SubstantialContributorsTotAmt |
| Public Support Total170 | $99,706 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $204 | CurrentTaxYearAmt |
| Total | $1,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,367,640 | TotalSupportAmt |
| Public Support CY170 | 0.07290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.17050 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test PY | Yes (X) | TenPctFactsCrcmstncsTestPYInd |
| Facts And Circumstances Test | M3 INSURANCE FOUNDATION IS IN ITS SIXTH YEAR AND RECEIVED A MAJORITY OF START UP SUPPORT FROM M3 INSURANCE SOLUTION. THE ORGANZATION PROVIDES A WIDE RANGE OF CONTRIBUTIONS TO THE COMMUNITY IS CALLS HOME AND WORKS TO ENRICH THE COMMUNITY IT CONDUCTS BUSINESS IN. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 54402 | 391850386 | 501(C)(3) | $10,000 | GENERAL ASSISTANCE |
| DOMESTIC ABUSE INTERVENTION SERVICES (DAIS) | |||||||
| 2102 FORDEM AVENUE | MADISON | WI | 53704 | 411382134 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| EAU CLAIRE COMMUNITY FOUNDATION | |||||||
| 306 S BARSTOW STREET SUITE 104 | EAU CLAIRE | WI | 54701 | 391891064 | 501(C)(3) | $10,000 | GENERAL ASSISTANCE |
| STARTINGBLOCK MADISON | |||||||
| 6410 LANDFALL DRIVE | MADISON | WI | 53705 | 463631409 | 501(C)(3) | $10,000 | GENERAL ASSISTANCE |
| UNITED WAY OF DANE COUNTY | |||||||
| PO BOX 7548 | MADISON | WI | 53707 | 390817532 | 501(C)(3) | $80,000 | GENERAL ASSISTANCE |
| MILWAUKEE CENTER FOR INDEPENDENCE | |||||||
| 2020 W WELLS ST | MILWAUKEE | WI | 53233 | 390806257 | 501(C)(3) | $20,000 | GENERAL ASSISTANCE |
| UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY | |||||||
| BOX 88110 | MILWAUKEE | WI | 53288 | 390806190 | 501(C)(3) | $6,000 | GENERAL ASSISTANCE |
| AMERICAN RED CROSS - WISCONSIN REGION | |||||||
| 4860 SHEBOYGAN AVE | MADISON | WI | 53705 | 530196605 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| MADISON COLLEGE FOUNDATION | |||||||
| 3591 ANDERSON ST SUITE 203A | MADISON | WI | 53704 | 237265867 | 501(C)(3) | $16,500 | GENERAL ASSISTANCE |
| MARSHFIELD AREA COMMUNITY FOUNDATION INC | |||||||
| PO BOX 456 | MARSHFIELD | WI | 54449 | 473441083 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| UNITED WAY OF MARATHON COUNTY | |||||||
| 705 S 24TH AVE SUITE 400B | WAUSAU | WI | 54401 | 390935496 | 501(C)(3) | $6,000 | GENERAL ASSISTANCE |
| BOYS & GIRLS CLUB OF DANE COUNTY | |||||||
| 1818 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | 391925617 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| LUTHERAN SOCIAL SERVICES | |||||||
| 6737 W WASHING ST 227 | MILWAUKEE | WI | 53214 | 390816846 | 501(C)(3) | $20,000 | GENERAL ASSISTANCE |
| UW CARBONE CANCER CENTER | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | 390743975 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| FEED MY PEOPLE INC | |||||||
| 2610 ALPINE RD | EAU CLAIRE | WI | 54703 | 361488941 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| GREAT LAKE HEMOPHILIA FOUNDATION INC | |||||||
| 638 N 18TH ST SUITE 108 | MILWAUKEE | WI | 53233 | 237367636 | 501(C)(3) | $1,000 | GENERAL ASSISTANCE |
| FOUNDATION FOR MADISON'S PUBLIC SCHOOLS | |||||||
| 101 NOB HILL RD SUITE 300 | MADISON | WI | 53713 | 392043104 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| SPECIAL OLYMPICS WISCONSIN | |||||||
| 2310 CROSSROADS DR SUITE 1000 | MADISON | WI | 53718 | 391176591 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| GOODMAN COMMUNITY CENTER | |||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | 391919172 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| ST MARY'S FOUNDATION | |||||||
| W4608 RIVER RD | FREDONIA | WI | 53021 | 832465927 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN | |||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | 391490691 | 501(C)(3) | $10,000 | GENERAL ASSISTANCE |
| THE WOMEN'S CENTER | |||||||
| 505 EAST AVE | WAUKESHA | WI | 53186 | 391269698 | 501(C)(3) | $3,000 | GENERAL ASSISTANCE |
| EASTER SEALS WISCONSIN | |||||||
| 8001 EXCELSIOR DR SUITE 200 | MADISON | WI | 53717 | 390824877 | 501(C)(3) | $2,000 | GENERAL ASSISTANCE |
| JOSHUA'S CAMP | |||||||
| 2106 DECLARATION DR | EAU CLAIRE | WI | 54703 | 453416856 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| JUNIOR ACHIEVEMENT | |||||||
| 111 W LIBERTY DR | MILWAUKEE | WI | 53224 | 390826295 | 501(C)(3) | $4,000 | GENERAL ASSISTANCE |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | |||||||
| 10005 W BLUEMOUND RD | MILWAUKEE | WI | 53226 | 396077242 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| GILDA'S CLUB MADISON | |||||||
| 7907 UW HEALTH CT | MIDDLETON | WI | 53562 | 061662883 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| URBAN LEAGUE OF GREATER MADISON | |||||||
| 2222 S PARK ST SUITE 200 | MADISON | WI | 53713 | 391098146 | 501(C)(3) | $5,000 | GENERAL ASSISTANCE |
| ONE CITY SCHOOLS INC | |||||||
| 2012 FISHER ST | MADISON | WI | 53713 | 471490574 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| RAPE CRISIS CENTER | |||||||
| 2801 COHO ST SUITE 301 | MADISON | WI | 53713 | 237329215 | 501(C)(3) | $1,500 | GENERAL ASSISTANCE |
| THE ROAD HOME OF DANE COUNTY | |||||||
| 890 W WINGRA DR | MADISON | WI | 53715 | 311618925 | 501(C)(3) | $2,500 | GENERAL ASSISTANCE |
| PULASKI UNITED FOUNDATION | |||||||
| PO BOX 36 | PULASKI | WI | 54162 | 237064689 | 501(C)(3) | $1,000 | DONATION FOR FIELD OF DREAMS |
| NEIGHBORWORKS GREEN BAY | |||||||
| 437 S JACKSON ST | GREEN BAY | WI | 54301 | 391402851 | 501(C)(3) | $1,000 | GENERAL DONATION |
| BEAT CANCER FAMILY FOUNDATION | |||||||
| 926 WILLARD DR SUITE 134 | GREEN BAY | WI | 54304 | 391949580 | 501(C)(3) | $500 | GENERAL DONATION |
| URBAN ECOLOGY CENTER | |||||||
| 1500 E PARK PLACE RIVERSIDE PARK | MILWAUKEE | WI | 53211 | 391712663 | 501(C)(3) | $1,000 | GENERAL DONATION |
| MR BOB'S UNDER THE BRIDGE INC | |||||||
| 878 CARDINAL DR | CEDARBURG | WI | 53012 | 454268893 | 501(C)(3) | $500 | GENERAL DONATION |
| CENTER FOR COMMUNITY STEWARDSHIP | |||||||
| 116 N FEW ST | MADISON | WI | 53703 | 680501459 | 501(C)(3) | $1,000 | YAFA SPECIAL OLYMPICS PROGRAM |
| YMCA OF METROPOLITAN MILWAUKEE | |||||||
| 161 W WISCONSIN AVE SUITE 4000 | MILWAUKEE | WI | 53203 | 390806314 | 501(C)(3) | $1,500 | YMCA PEDALING FOR PARKINSON |
| ELMBROOK HUMANE SOCIETY | |||||||
| 20950 ENTERPRISE AVE | BROOKFIELD | WI | 53045 | 396091712 | 501(C)(3) | $1,000 | GENERAL DONATION |
| 68 CIRCLES | |||||||
| 821 INDUSTRY RD | SAUK CITY | WI | 53583 | 272594515 | 501(C)(3) | $1,000 | CIRLCES PROGRAM GRANT |
| HOPE AND A FUTURE III INC | |||||||
| 3440 HIGH POINT RD | MADISON | WI | 63719 | 271019237 | 501(C)(3) | $1,000 | BARN REMOVAL PROJECT |
| WDA FOUNDATION | |||||||
| 6737 W WASHINGTON ST 2360 | WEST ALLIS | WI | 53214 | 390965289 | 501(C)(3) | $1,000 | GENERAL DONATION |
| WAUKESHA COUNTY COMUNITY DENTAL CLINIC | |||||||
| 210 NW BARSTOW ST SUITE 305 | WAUKESHA | WI | 53188 | 300436162 | 501(C)(3) | $1,000 | GRANT PAYMENT FOR 2020 |
| PEARLS FOR TEEN GIRLS | |||||||
| 1805 N MARTIN LUTHER KING JR DR | MILWAUKEE | WI | 53212 | 391997970 | 501(C)(3) | $5,000 | GENERAL DONATION |
| BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN | |||||||
| 520 N BROADWAY SUITE 220 | GREEN BAY | WI | 54303 | 391274696 | 501(C)(3) | $5,000 | COMMUNITY IMPACT GRANT |
| LUTHERAN HOME FOUNDATION | |||||||
| 7500 W NORTH AVE | MILWAUKEE | WI | 53213 | 391478794 | 501(C)(3) | $20,000 | GENERAL DONATION |
| VOLUNTEER CENTER OF BROWN COUNTY | |||||||
| 984 9TH STREET | GREEN BAY | WI | 54304 | 391208558 | 501(C)(3) | $500 | GENERAL DONATION |
| SAFE FAMILIES FOR CHILDREN OF GREATER MILWAUKEE | |||||||
| 14135 W BURLEIGH ROAD | BROOKFIELD | WI | 53005 | 453194102 | 501(C)(3) | $2,500 | GENERAL DONATION |
| SWEET DREAMZ | |||||||
| 719 E HEMLOCK ST | SPENCER | WI | 54479 | 834679571 | 501(C)(3) | $500 | GENERAL DONATION |
| THREE GAITS | |||||||
| PO BOX 153 | OREGON | WI | 53575 | 391472538 | 501(C)(3) | $1,500 | GENERAL DONATION |
| MAYDM | |||||||
| 3330 UNIVERSITY AVE SUITE 202 | MADISON | WI | 53705 | 810991008 | 501(C)(3) | $3,000 | GIRLS STEM |
| REACH-A-CHILD | |||||||
| 6501 WATTS RD UNIT 217 | MADISON | WI | 53719 | 260757945 | 501(C)(3) | $1,000 | GENERAL DONATION |
| UW EAU CLAIRE FOUNDATION | |||||||
| 105 GARFIELD AVE | EAU CLAIRE | WI | 54701 | 390972360 | 501(C)(3) | $5,000 | GENERAL DONATION |
| BOYS & GIRLS CLUB OF GREATER GREEN BAY | |||||||
| 1451 UNIVERSITY AVE | GREEN BAY | WI | 54302 | 396102943 | 501(C)(3) | $5,000 | GENERAL DONATION |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $2,500 | GENERAL DONATION |
| NURSES ON BOARDS COALITION | |||||||
| PO BOX 14535 | MADISON | WI | 53708 | 821962611 | 501(C)(3) | $2,500 | GENERAL DONATION |
| CHILDREN'S MUSEUM OF EAU CLAIRE | |||||||
| 40 S BARSTOW ST | EAU CLAIRE | WI | 54701 | 131837418 | 501(C)(3) | $3,000 | GENERAL DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 57 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP - DIANE WILKINSON SCHOLARSHIP | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $2,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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