2021-04-23T17:02:01-05:00 2020-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2020-01-01 474842422 M3 INSURANCE FOUNDATION INC M3IN 8002722443 828 JOHN NOLEN DRIVE MADISON WI 53713 BETH DETTMAN PRESIDENT 8002722443 2021-04-15 1 BETH DETTMAN 999009999 MARK HEROUX P00959793 3127298000 2021-04-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BETH DETTMAN 828 JOHN NOLEN DRIVE MADISON WI 53713 339993 0 X WWW.M3INS.COM/ABOUT-US/COMMUNITY-IMPACT 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 11 0 0 325473 339789 0 0 586 204 0 0 326059 339993 257000 328000 0 0 594 0 0 0 0 3815 9840 261409 337840 64650 2153 545649 522233 0 0 545649 522233 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 328000 328000 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. 328000 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 0 0 0 0 0 0 0 0 0 1 1 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 0 0 0 0 0 WI X BRIAN DONARSKI 6082882732 828 JOHN NOLEN DR MADISON WI 53713 X JASON D NORDBY DIRECTOR 0.60 X 0 0 0 BEC KURZYNSKE DIRECTOR 0.60 X 0 0 0 KELSEY LORENZ DIRECTOR 0.60 X 0 0 0 JESSE MAAS DIRECTOR 0.60 X 0 0 0 DANAE DORSEY DIRECTOR 0.60 X 0 0 0 MELISSA SEYFFER DIRECTOR 0.60 X 0 0 0 KEVIN MILLER SECRETARY 0.60 X 0 0 0 LINDSEY HAMIELEC TREASURER 0.60 X 0 0 0 ELIZABETH DETTMAN PRESIDENT 0.60 X 0 0 0 0 0 0 0 0 0 0 0 339789 339789 204 204 339993 0 0 204 326000 326000 2000 2000 8312 8312 594 594 SOFTWARE 755 755 TAXES AND LICENSES 128 128 BANK FEES 51 51 337840 328000 9840 0 280080 282233 240000 265569 0 545649 522233 0 0 X 545649 522233 545649 522233 545649 522233 2153 -25569 0 X 1 X 0 0 0 X 33174 123676 543828 325473 339789 1365940 33174 123676 543828 325473 339789 1365940 1266234 99706 126 784 586 204 1700 1367640 0.07290 0.17050 X 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. 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, 2020. 1 BOYS & GIRLS CLUB OF THE WAUSAU AREA PO BOX 2386 WAUSAU WI 54402 391850386 501(C)(3) 10000 GENERAL ASSISTANCE DOMESTIC ABUSE INTERVENTION SERVICES (DAIS) 2102 FORDEM AVENUE MADISON WI 53704 411382134 501(C)(3) 5000 GENERAL ASSISTANCE EAU CLAIRE COMMUNITY FOUNDATION 306 S BARSTOW STREET SUITE 104 EAU CLAIRE WI 54701 391891064 501(C)(3) 10000 GENERAL ASSISTANCE STARTINGBLOCK MADISON 6410 LANDFALL DRIVE MADISON WI 53705 463631409 501(C)(3) 10000 GENERAL ASSISTANCE UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 390817532 501(C)(3) 80000 GENERAL ASSISTANCE MILWAUKEE CENTER FOR INDEPENDENCE 2020 W WELLS ST MILWAUKEE WI 53233 390806257 501(C)(3) 20000 GENERAL ASSISTANCE UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY BOX 88110 MILWAUKEE WI 53288 390806190 501(C)(3) 6000 GENERAL ASSISTANCE AMERICAN RED CROSS - WISCONSIN REGION 4860 SHEBOYGAN AVE MADISON WI 53705 530196605 501(C)(3) 5000 GENERAL ASSISTANCE MADISON COLLEGE FOUNDATION 3591 ANDERSON ST SUITE 203A MADISON WI 53704 237265867 501(C)(3) 16500 GENERAL ASSISTANCE MARSHFIELD AREA COMMUNITY FOUNDATION INC PO BOX 456 MARSHFIELD WI 54449 473441083 501(C)(3) 5000 GENERAL ASSISTANCE UNITED WAY OF MARATHON COUNTY 705 S 24TH AVE SUITE 400B WAUSAU WI 54401 390935496 501(C)(3) 6000 GENERAL ASSISTANCE BOYS & GIRLS CLUB OF DANE COUNTY 1818 WEST BELTLINE HIGHWAY MADISON WI 53713 391925617 501(C)(3) 5000 GENERAL ASSISTANCE LUTHERAN SOCIAL SERVICES 6737 W WASHING ST 227 MILWAUKEE WI 53214 390816846 501(C)(3) 20000 GENERAL ASSISTANCE UW CARBONE CANCER CENTER 1848 UNIVERSITY AVENUE MADISON WI 53726 390743975 501(C)(3) 2500 GENERAL ASSISTANCE FEED MY PEOPLE INC 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C)(3) 5000 GENERAL ASSISTANCE GREAT LAKE HEMOPHILIA FOUNDATION INC 638 N 18TH ST SUITE 108 MILWAUKEE WI 53233 237367636 501(C)(3) 1000 GENERAL ASSISTANCE FOUNDATION FOR MADISON'S PUBLIC SCHOOLS 101 NOB HILL RD SUITE 300 MADISON WI 53713 392043104 501(C)(3) 5000 GENERAL ASSISTANCE SPECIAL OLYMPICS WISCONSIN 2310 CROSSROADS DR SUITE 1000 MADISON WI 53718 391176591 501(C)(3) 2500 GENERAL ASSISTANCE GOODMAN COMMUNITY CENTER 214 WAUBESA ST MADISON WI 53704 391919172 501(C)(3) 2500 GENERAL ASSISTANCE ST MARY'S FOUNDATION W4608 RIVER RD FREDONIA WI 53021 832465927 501(C)(3) 2500 GENERAL ASSISTANCE SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 391490691 501(C)(3) 10000 GENERAL ASSISTANCE THE WOMEN'S CENTER 505 EAST AVE WAUKESHA WI 53186 391269698 501(C)(3) 3000 GENERAL ASSISTANCE EASTER SEALS WISCONSIN 8001 EXCELSIOR DR SUITE 200 MADISON WI 53717 390824877 501(C)(3) 2000 GENERAL ASSISTANCE JOSHUA'S CAMP 2106 DECLARATION DR EAU CLAIRE WI 54703 453416856 501(C)(3) 2500 GENERAL ASSISTANCE JUNIOR ACHIEVEMENT 111 W LIBERTY DR MILWAUKEE WI 53224 390826295 501(C)(3) 4000 GENERAL ASSISTANCE ZOOLOGICAL SOCIETY OF MILWAUKEE 10005 W BLUEMOUND RD MILWAUKEE WI 53226 396077242 501(C)(3) 2500 GENERAL ASSISTANCE GILDA'S CLUB MADISON 7907 UW HEALTH CT MIDDLETON WI 53562 061662883 501(C)(3) 2500 GENERAL ASSISTANCE URBAN LEAGUE OF GREATER MADISON 2222 S PARK ST SUITE 200 MADISON WI 53713 391098146 501(C)(3) 5000 GENERAL ASSISTANCE ONE CITY SCHOOLS INC 2012 FISHER ST MADISON WI 53713 471490574 501(C)(3) 2500 GENERAL ASSISTANCE RAPE CRISIS CENTER 2801 COHO ST SUITE 301 MADISON WI 53713 237329215 501(C)(3) 1500 GENERAL ASSISTANCE THE ROAD HOME OF DANE COUNTY 890 W WINGRA DR MADISON WI 53715 311618925 501(C)(3) 2500 GENERAL ASSISTANCE PULASKI UNITED FOUNDATION PO BOX 36 PULASKI WI 54162 237064689 501(C)(3) 1000 DONATION FOR FIELD OF DREAMS NEIGHBORWORKS GREEN BAY 437 S JACKSON ST GREEN BAY WI 54301 391402851 501(C)(3) 1000 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) 1000 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) 1000 YAFA SPECIAL OLYMPICS PROGRAM YMCA OF METROPOLITAN MILWAUKEE 161 W WISCONSIN AVE SUITE 4000 MILWAUKEE WI 53203 390806314 501(C)(3) 1500 YMCA PEDALING FOR PARKINSON ELMBROOK HUMANE SOCIETY 20950 ENTERPRISE AVE BROOKFIELD WI 53045 396091712 501(C)(3) 1000 GENERAL DONATION 68 CIRCLES 821 INDUSTRY RD SAUK CITY WI 53583 272594515 501(C)(3) 1000 CIRLCES PROGRAM GRANT HOPE AND A FUTURE III INC 3440 HIGH POINT RD MADISON WI 63719 271019237 501(C)(3) 1000 BARN REMOVAL PROJECT WDA FOUNDATION 6737 W WASHINGTON ST 2360 WEST ALLIS WI 53214 390965289 501(C)(3) 1000 GENERAL DONATION WAUKESHA COUNTY COMUNITY DENTAL CLINIC 210 NW BARSTOW ST SUITE 305 WAUKESHA WI 53188 300436162 501(C)(3) 1000 GRANT PAYMENT FOR 2020 PEARLS FOR TEEN GIRLS 1805 N MARTIN LUTHER KING JR DR MILWAUKEE WI 53212 391997970 501(C)(3) 5000 GENERAL DONATION BIG BROTHERS BIG SISTERS OF NORTHEAST WISCONSIN 520 N BROADWAY SUITE 220 GREEN BAY WI 54303 391274696 501(C)(3) 5000 COMMUNITY IMPACT GRANT LUTHERAN HOME FOUNDATION 7500 W NORTH AVE MILWAUKEE WI 53213 391478794 501(C)(3) 20000 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) 2500 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) 1500 GENERAL DONATION MAYDM 3330 UNIVERSITY AVE SUITE 202 MADISON WI 53705 810991008 501(C)(3) 3000 GIRLS STEM REACH-A-CHILD 6501 WATTS RD UNIT 217 MADISON WI 53719 260757945 501(C)(3) 1000 GENERAL DONATION UW EAU CLAIRE FOUNDATION 105 GARFIELD AVE EAU CLAIRE WI 54701 390972360 501(C)(3) 5000 GENERAL DONATION BOYS & GIRLS CLUB OF GREATER GREEN BAY 1451 UNIVERSITY AVE GREEN BAY WI 54302 396102943 501(C)(3) 5000 GENERAL DONATION ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 133039601 501(C)(3) 2500 GENERAL DONATION NURSES ON BOARDS COALITION PO BOX 14535 MADISON WI 53708 821962611 501(C)(3) 2500 GENERAL DONATION CHILDREN'S MUSEUM OF EAU CLAIRE 40 S BARSTOW ST EAU CLAIRE WI 54701 131837418 501(C)(3) 3000 GENERAL DONATION 57 SCHOLARSHIP - DIANE WILKINSON SCHOLARSHIP 2 2000 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. 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.