VILLAGE ON THE SQUARE INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
VILLAGE ON THE SQUARE INC (EIN 39-1662636)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-03-15
IRS object ID
201220799349300512
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2012-03-15T11:15:17-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN391662636EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1VILLAGE ON THE SQUARE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlVILLNameControl
Phone2629652111Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 N MAIN STREETAddressLine1
CityDOUSMANCity
StateWIState
ZIP Code531189348ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVE OINESName
TitleCFOTitle
Phone2629652111Phone
Date Signed2012-03-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone6123764500Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARK STRAUTMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1410 N MAIN STREETAddressLine1
CityDOUSMANCity
StateWIState
ZIP Code531189348ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2146949GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.THREEPILLARS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1989YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionMEET THE SOCIAL, PHYSICAL, AND SPIRITUAL NEEDS OF OLDER ADULTS BY PROVIDING QUALITY HOUSING.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members1NbrIndependentVotingMembers
Total Nbr Employees38TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year20830ContributionsGrantsPriorYear
Contributions Grants Current Year16865ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1683450ProgramServiceRevenuePriorYear
Program Service Revenue CY1831649ProgramServiceRevenueCY
Investment Income Prior Year197964InvestmentIncomePriorYear
Investment Income Current Year298435InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1902244TotalRevenuePriorYear
Total Revenue Current Year2146949TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year808355SalariesEtcPriorYear
Salaries Etc Current Year755651SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1727437OtherExpensePriorYear
Other Expenses Current Year1803001OtherExpensesCurrentYear
Total Expenses Prior Year2535792TotalExpensesPriorYear
Total Expenses Current Year2558652TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-633548RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-411703RevenuesLessExpensesCY
Total Assets BOY15447278TotalAssetsBOY
Total Assets EOY16388062TotalAssetsEOY
Total Liabilities BOY18173074TotalLiabilitiesBOY
Total Liabilities EOY18537289TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-2725796NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-2149227NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionVILLAGE ON THE SQUARE, INC, SPONSORED BY THE MASONIC FRATERNITY, TAKES PRIDE IN MEETING THE SOCIAL, PHYSICAL AND SPIRITUAL NEEDS OF OLDER ADULTS THROUGH HIGH QUALITY INDEPENDENT HOUSING AND SERVICES, INCLUDING HOUSEKEEPING, DINING, FITNESS, AND COMPUTER SERVICES AND ACCESS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2146207Expense
Revenue1831649Revenue
DescriptionVILLAGE ON THE SQUARE PROVIDES AN INDEPENDENT LIVING COMPLEX ON A CONTINUING CARE RETIREMENT CAMPUS FOR ADULTS AGED 55 AND OLDER, ALTHOUGH THE AVERAGE AGE OF RESIDENTS IS 85. SERVICES INCLUDE DINING AVAILABLILITY, PARKING, SOCIAL AND RECREATIONAL ACTIVITIES, WELLNESS SERVICES, AND ACCESS TO HIGHER LEVELS OF CARE. THIS SUPPORTIVE ENVIRONMENT ALLOWS INDEPENDENCE THAT MAY NOT OTHERWISE BE POSSIBLE IN THEIR OWN HOMES. ON AVERAGE DURING THE YEAR, 128 RESIDENTS LIVED AT VILLAGE ON THE SQUARE.Description
Total Program Service Expense2146207TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees38NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members1NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAVE OINESBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2629657203TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1410 N MAIN STAddressLine1
CityDOUSMANCity
StateWIState
ZIP Code531189348ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
MONTE STEIBER
CHAIRPERSON1.00XX000
DAVID OINES
SECRETARY/TREASURER & CFO6.00XX152168622615963
MARK STRAUTMAN
PRESIDENT & CEO12.00XX5020211713836432
WAYNE JOHNSON
PAST CHAIRPERSON1.00XX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org65418TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs203364TotalReportableCompFrmRltdOrgs
Total Other Compensation52395TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MORRISON MANAGEMENT SPECIALISTSBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 102289AddressLine1
CityATLANTACity
StateGAState
ZIP Code30368ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesDINING SERVICESDescriptionOfServices
Compensation260520Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Related Organizations16865RelatedOrganizations
Total Contributions16865TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionSERVICES TO RESIDENTSDescription
Business Code623990BusinessCode
Total Revenue Column1831649TotalRevenueColumn
Related Or Exempt Function Income1831649RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1831649TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column245605TotalRevenueColumn
Exclusion$245,605ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities52830Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities52830Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column52830TotalRevenueColumn
Exclusion$52,830ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2146949TotalRevenueColumn
Related Or Exempt Function Income1831649RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$298,435ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total75521Total
Management And General75521ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total536137Total
Program Services403276ProgramServices
Management And General132861ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total7076Total
Program Services4665ProgramServices
Management And General2411ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total111661Total
Program Services73620ProgramServices
Management And General38041ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total25256Total
Program Services16652ProgramServices
Management And General8604ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total782Total
Management And General782ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total10027Total
Management And General10027ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total24187Total
Management And General24187ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total88882Total
Program Services79159ProgramServices
Management And General9723ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total46501Total
Management And General46501ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total97320Total
Program Services72682ProgramServices
Management And General24638ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total11979Total
Management And General11979ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total259322Total
Program Services259322ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total12305Total
Program Services11110ProgramServices
Management And General1195ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2620Total
Management And General2620ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total310893Total
Program Services310716ProgramServices
Management And General177ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total612796Total
Program Services601869ProgramServices
Management And General10927ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total34563Total
Program Services34563ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
DINING SERVICES234165234165
MISCELLANEOUS EXPENSES566594440812251

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2558652Total
Program Services2146207ProgramServices
Management And General412445ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY148465BOY
EOY125970EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3743BOY
EOY11183EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY76800BOY
EOY82200EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY6842BOY
EOY6842EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY25152BOY
EOY16402EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis14050066LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec6576428LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7781724BOY
EOY7473638EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY7289250BOY
EOY8578576EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY115302BOY
EOY93251EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY15447278BOY
EOY16388062EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY273554BOY
EOY222288EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY417331BOY
EOY1358068EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY6441844BOY
EOY6195245EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY11040345BOY
EOY10761688EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY18173074BOY
EOY18537289EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-2725796BOY
EOY-2149227EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-2725796BOY
EOY-2149227EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15447278BOY
EOY16388062EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-411703ReconcilationRevenueExpenses
Reconcilation Other Changes988272ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8715CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16201CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19678CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20830CurrentTaxYearMinus1Year
Current Tax Year16865CurrentTaxYear
Total82289Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1625092CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1663295CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1675681CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1683451CurrentTaxYearMinus1Year
Current Tax Year1831649CurrentTaxYear
Total8479168Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1633807CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1679496CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1695359CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1704281CurrentTaxYearMinus1Year
Current Tax Year1848514CurrentTaxYear
Total8561457Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5098561457PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years389631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years385261CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years328271CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year204353CurrentTaxYearMinus1Year
Current Tax Year245605CurrentTaxYear
Total1553121Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years389631CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years385261CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years328271CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year204353CurrentTaxYearMinus1Year
Current Tax Year245605CurrentTaxYear
Total1553121Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years2050CurrentTaxYearMinus2Years
Total2050Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2023438CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2064757CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2025680CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1908634CurrentTaxYearMinus1Year
Current Tax Year2094119CurrentTaxYear
Total10116628Total
FieldValueIRS element (for citing)
Public Support Percentage5090.84630PublicSupportPercentage509
Prior Year Support Percentage0.84440PriorYearSupportPercentage
Investment Income Percentage0.15350InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.15540PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance10169271BeginningOfYearBalance
Contributions55672Contributions
Investment Earnings Or Losses702470InvestmentEarningsOrLosses
End Of Year Balance10927413EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance10136529BeginningOfYearBalance
Contributions32742Contributions
End Of Year Balance10169271EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9802031BeginningOfYearBalance
Contributions334498Contributions
End Of Year Balance10136529EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R1AreRelatedOrgsListedScheduleR

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis12749345OtherCostOrOtherBasis
Depreciation5774484Depreciation
Book Value6974861BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis426729OtherCostOrOtherBasis
Depreciation288140Depreciation
Book Value138589BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis654126OtherCostOrOtherBasis
Depreciation357582Depreciation
Book Value296544BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis219866OtherCostOrOtherBasis
Depreciation156222Depreciation
Book Value63644BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7473638TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionPOOLED INVESTMENTSDescription
Book Value8578576BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities8578576TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
REFUNDABLE RESIDENCY FEES$5,392,055
REFUNDABLE ADVANCE FEES$40,457
RELATED-PARTY PAYABLE TO WISCONSIN MASONIC HOME$5,329,176
FieldValueIRS element (for citing)
Total Of Amounts10761688TotalOfAmounts
Total Revenue2146949TotalRevenue
Total Expenses2558652TotalExpenses
Excess Or Deficit For Year-411703ExcessOrDeficitForYear
Net Unrealized GL On Investments988272NetUnrealizedGLOnInvestments
Total Adjustments988272TotalAdjustments
Excess Or Deficit Per FS576569ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2130084TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal2130084RevenueSubtotal
Other Revenues Not Included16865OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt16865RevenueNotRptdOnFinStmt
Total Revenue Per Form9902146949TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2558652TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2558652ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902558652TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS INCLUDE THE FOLLOWING: WISCONSIN MASONIC FOUNDATION - HOME ENDOWMENT FUND: THESE FUNDS ARE HELD BY THE RELATED ORGANIZATION, WISCONSIN MASONIC FOUNDATION. THE INTEREST IN THE NET ASSETS OF THE FOUNDATION IS REFLECTED ON THE BALANCE SHEET OF WISCONSIN MASONIC HOME. THESE FUNDS AVAILABLE FOR USE BY WISCONSIN MASONIC HOME ARE USED FOR GENERAL OPERATING PURPOSES, AND SUPPORT THE CHARITABLE MISSION OF WISCONSIN MASONIC HOME. THE OHDE FUND: THIS FUND IS INCLUDED IN THE NET ASSETS OF WISCONSIN MASONIC HOME. THE FUNDS UNDER THE OHDE ENDOWMENT ARE TO BE USED FOR PRESENT AND FUTURE RESIDENTS OF THE WISCONSIN MASONIC HOME, COMPASS POINT AND THE RIVERSIDE LODGE, WHO CANNOT AFFORD TO PAY FOR THEIR OWN CARE. THE CUMMINGS FUND: THIS FUND IS INCLUDED IN THE NET ASSETS OF WISCONSIN MASONIC HOME. THE FUNDS UNDER THE CUMMINGS ENDOWMENT ARE TO BE USED TO PROVIDE SERVICES WHICH WILL IMPROVE RESIDENT QUALITY OF LIFE. EXAMPLES OF THESE SERVICES INCLUDE (1) MEDICAL ASSESSMENT AND CARE, (2) SPIRITUAL ACTIVITY, AND (3) ACTIVITIES, LEADERSHIP AND COMMUNITY EVENTS. ACTIVITIES, LEADERSHIP AND COMMUNITY EVENTS WOULD INCLUDE STAFF AND PROGRAMS THAT WOULD PROVIDE ATTENTION TO EDUCATION, ENTERTAINMENT, TRANSPORTATION, PERSONAL DEVELOPMENT, AND OTHER ACTIVITIES RELATING TO RESIDENT PREFERENCES. THE BUTLER PERPETUAL TRUST: THE BUTLER PERPETUAL TRUST HAS BEEN ESTABLISHED FROM AN ESTATE, AND IS CURRENTLY REFLECTED ON THE BALANCE SHEET OF WISCONSIN MASONIC HOME AS PART OF RESTRICTED NET ASSETS. WISCONSIN MASONIC HOME EXERTS NO INFLUENCE OR CONTROL OVER THE INVESTMENTS. THIS ENDOWMENT WILL BE USED TO SUPPORT THE CHARITABLE MISSION OF WISCONSIN MASONIC HOME.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE VILLAGE'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION IN THE U.S. FEDERAL, STATE, AND LOCAL AUTHORITIES. THE VILLAGE IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES OR MAY JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL,AND STATE AUTHORITIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TRANSFER FROM RELATED ORGANIZATION 16,865.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required0SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonMARK STRAUTMANNamePerson
Base Compensation Filing Org46151BaseCompensationFilingOrg
Comp Based On Related Orgs107685CompBasedOnRelatedOrgs
Bonus Filing Org1500BonusFilingOrg
Bonus Related Orgs3500BonusRelatedOrgs
Other Compensation Filing Org2551OtherCompensationFilingOrg
Other Compensation Related Orgs5953OtherCompensationRelatedOrgs
Deferred Comp Filing Org2390DeferredCompFilingOrg
Deferred Comp Related Orgs5576DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org8540NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs19926NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org61132TotalCompensationFilingOrg
Total Compensation Related Orgs142640TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AHEALTH CLUB FEES FOR THE CEO ARE INCLUDED IN HIS COMPENSATION. THESE FEES ARE INCLUDED AS A REVIEWED ITEM IN THE COMPENSATION PROCESS.
PART IIIVILLAGE ON THE SQUARE IS RELATED TO THREE PILLARS, A GROUP OF NON-PROFIT ORGANIZATIONS. WISCONSIN MASONIC HOME IS A RELATED PARTY, WHICH PAYS THE CFO AND CEO OF THREE PILLARS. VILLAGE ON THE SQUARE THEN REIMBURSES WISCONSIN MASONIC HOME FOR THEIR PORTION OF THE SALARY EXPENSE. IN ORDER TO DETERMINE COMPENSATION, AN EXECUTIVE COMMITTEE OF WISCONSIN MASONIC HOME'S BOARD DETERMINES THE SALARY OF THE CEO USING A COMPENSATION SURVEY. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGLY AND TIMELY DOCUMENTED.SUPPLEMENTAL INFORMATION

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
WI HEALTH & EDUCATIONAL FACILITIES AUTHORITY
39133785597710VPF92003-10-0168604022003 THREE PILLARS SR LIVING COMMUNITIES- ISSUED TO REFINANCE 1996 BONDS000
WI HEALTH & EDUCATIONAL FACILITIES AUTHORITY
39133785597670FAA92004-12-2910000002004B THREE PILLARS SR LIVING COMMUNITIES- RENOVATION OF COMMON AREAS000

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaindCapital ExpendituresCapitalExpenditures
13088566844844532702617773213441020031011
34599110000001820220060011981798

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
00001
00001

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
000001
010001

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
IdentifierFORM 990, SCHEDULE K, PART II, COLUMN AIdentifier
Return ReferenceTOTAL PROCEEDS VS. ISSUE PRICEReturnReference
ExplanationTHE TOTAL PROCEEDS OR ISSUANCE FOR THE SERIES 2003 BOND INCLUDED IN SCHEDULE K, PART II, LINE 1 IS DIFFERENT FROM THE ISSUE PRICE INCLUDED IN SCHEDULE K, PART I, LINE A, COLUMN E DUE TO A BOND DISCOUNT.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6THE SOLE CORPORATE MEMBER OF VILLAGE ON THE SQUARE, INC. IS WISCONSIN MASONIC HOME, INC.
FORM 990, PART VI, SECTION A, LINE 7AWISCONSIN MASONIC HOME, INC. ELECTS THE OUTSIDE DIRECTOR.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE CORPORATE MEMBER HAS CERTAIN RESERVED POWERS OVER THE DECISIONS MADE BY THE BOARD OF DIRECTORS OF VILLAGE ON THE SQUARE, INC.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE POSTED TO THE ORGANIZATION'S BOARD PORTAL AND HARD COPIES WILL BE MADE AVAILABLE ON REQUEST. MANAGEMENT REVIEWS THE 990, THEN THE BOARD REVIEWS.
ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES SIGN A WRITTEN CONFLICT OF INTEREST FORM ANNUALLY. IF A CONFLICT EXISTS WITH A MEETING'S AGENDA, THAT DIRECTOR OR OFFICER WILL ABSTAIN FROM DISCUSSION AND VOTING.FORM 990, PART VI, SECTION B, LINE 12C
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF VILLAGE ON THE SQUARE ARE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
SHARING HOURSMARK STRAUTMAN DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 16 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 12 HOURS, VILLAGE ON THE SQUARE - 12 HOURS. DAVE OINES DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 18 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 16 HOURS, VILLAGE ON THE SQUARE - 6 HOURS.FORM 990, PART VII, LINE 1
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 988,272.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
MASONIC CENTER FOR HEALTH AND REHAB INC
410 N MAIN STREETDOUSMANWI531189348391506910SKILLED NURSING AND REHABILITATION SERVICESWI501(C)(3)LINE 9WISCONSIN MASONIC HOME1
WISCONSIN MASONIC HOME INC
410 N MAIN STREETDOUSMANWI531189348390813463SENIOR ASSISTED LIVINGWI501(C)(3)LINE 70N/A
GRAND LODGE FREE & ACCEPTED MASONS OF WISCONSIN
36275 SUNSET DRIVEDOUSMANWI531189348390129695FRATERNAL ORGANIZATIONWI501(C)(8) & (C)(10)0N/A
WISCONSIN MASONIC FOUNDATION
36275 SUNSET DRIVEDOUSMANWI531189348396044637SCHOLARSHIP PROVIDERWI501(C)(3)LINE 70N/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationPER NOTICE 2012-4 THE IRS MODERNIZED EFILE(MEF) SYSTEM WAS NOT AVAILABLE FROM JANUARY 1, 2012 THROUGH JANUARY 29, 2012 FOR ELECTRONIC FILING OF EXEMPT ORGANIZATION RETURNS.Explanation

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