2025-11-10T11:32:33-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2024-01-01 474842422 M3 INSURANCE FOUNDATION INC M3IN 8002722443 828 JOHN NOLEN DRIVE MADISON WI 53713 ELIZABETH DETTMAN PRESIDENT 8002722443 2025-11-06 1 1 MARK HEROUX P00959793 3127298000 2025-11-06 2024 2025-03-06 01:10:19Z ELIZABETH DETTMAN 828 JOHN NOLEN DRIVE MADISON WI 53713 437061 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 465458 423113 0 0 13755 9476 0 0 479213 432589 309733 443580 0 0 0 0 0 0 0 18980 18752 328713 462332 150500 -29743 929179 734991 465485 284044 463694 450947 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 443580 443580 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. 443580 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 ELIZABETH DETTMAN PRESIDENT 0.60 X X 0 0 0 BEC KURZYNSKE SECRETARY 0.60 X X 0 0 0 MEGAN BELTER DIRECTOR 0.60 X 0 0 0 JESSE MAAS DIRECTOR 0.60 X 0 0 0 JUSTIN RIXIE DIRECTOR 0.60 X 0 0 0 CANDICE ROTH DIRECTOR 0.60 X 0 0 0 KELSEY STACKS DIRECTOR 0.60 X 0 0 0 AMBER SEITZ DIRECTOR 0.60 X 0 0 0 MELISSA SEYFFER TREASURER 0.60 X 0 0 0 0 0 0 0 0 0 0 0 423113 423113 9495 9495 4453 4472 -19 -19 -19 432589 0 0 9476 443580 443580 14121 14121 1978 1978 645 645 594 594 ADMINISTRATIVE EXPENSE 1414 1414 462332 443580 18752 0 615744 376971 10000 313435 348020 929179 734991 526 278152 224185 187333 59333 465485 284044 X 463694 450947 463694 450947 929179 734991 -29743 16996 0 X X 1 X 0 0 0 X 339789 372250 454569 465458 423113 2055179 339789 372250 454569 465458 423113 2055179 1408373 646806 204 5053 6384 8002 9495 29138 2084317 0.31030 0.19050 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 451505 16996 1920 18916 432589 0 432589 464252 1920 1920 462332 0 462332 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, 2024. 1 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 135613797 501(C)(3) 25000 0 GENERAL SUPPORT FORK FARMS FOUNDATION 311 E CHICAGO ST MILWAUKEE WI 53202 863925626 501(C)(3) 25000 0 GENERAL SUPPORT THE PLAYING FIELD 3910 MINERAL POINT ROAD MADISON WI 53705 474112110 501(C)(3) 25000 0 GENERAL SUPPORT BOYS & GIRLS CLUB OF KENOSHA 1330 52ND ST KENOSHA WI 53140 391732935 501(C)(3) 21000 0 GENERAL SUPPORT UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE MILWAUKEE WI 53203 396100399 501(C)(3) 15000 0 GENERAL SUPPORT JUNIOR ACHIEVEMENT OF WISCONSIN - NORTHEAST REGION 11111 W LIBERTY DRIVE MILWAUKEE WI 53224 390826295 501(C)(3) 12000 0 GENERAL SUPPORT LIFESTRIDERS INC S11W29667 SUMMIT AVENUE WAUKESHA WI 53188 470955137 501(C)(3) 10000 0 GENERAL SUPPORT BOYS & GIRLS CLUBS OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 54914 391225709 501(C)(3) 9000 0 GENERAL SUPPORT COMMUNITY SMILES DENTAL 210 NW BARSTOW ST WAUKESHA WI 53188 300436162 501(C)(3) 9000 0 GENERAL SUPPORT OBJECTIVE VETERANS SMILE 821 EAST WASHINGTON AVE MADISON WI 53703 843788139 501(C)(3) 9000 0 GENERAL SUPPORT ST MONICA'S SENIOR LIVING 3920 N GREEN BAY ROAD RACINE WI 53404 391137868 501(C)(3) 9000 0 GENERAL SUPPORT M3 INSURANCE SOLUTIONS INC 828 JOHN NOLEN DR MADISON WI 53713 391141360 501(C)(3) 7000 0 GENERAL SUPPORT ST MARY'S HOME FOR THE AGED INC DBA FELICIAN VILLAGE 1635 S 21ST ST MANITOWOC WI 54220 390826123 501(C)(3) 5490 0 GENERAL SUPPORT ALL-IN-MILWAUKEE INC 600 W VIRGINIA STREET MILWAUKEE WI 53204 882541054 501(C)(3) 10000 0 GENERAL SUPPORT UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 390817532 501(C)(3) 129770 0 GENERAL SUPPORT OPERATION FRESH START 2670 MILWAUKE ST MADISON WI 53704 237108090 501(C)(3) 7500 0 GENERAL SUPPORT PORCARO FAMILY CHARITIES 1505 COUNTRY CLUB DR RACINE WI 53406 371892170 501(C)(3) 6000 0 GENERAL SUPPORT REACH-A-CHILD 6501 WATTS ROAD MADISON WI 53719 260757945 501(C)(3) 6000 0 GENERAL SUPPORT SECUREFUTURES 710 N PLANKINTON AVE 1400 MILWAUKEE WI 53203 205203533 501(C)(3) 6000 0 GENERAL SUPPORT WOMEN AND CHILDREN'S HORIZONS 2525 63RD ST KENOSHA WI 53143 391278299 501(C)(3) 6000 0 GENERAL SUPPORT AMERICAN RED CROSS - WISCONSIN REGION 2600 W WISCONSIN AVE MILWAUKEE WI 53233 530196605 501(C)(3) 7500 0 GENERAL SUPPORT 35 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NEITHER CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.