WISCONSIN MASONIC HOME INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN MASONIC HOME INC (EIN 39-0813463)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201131329349301798
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T11:11:08-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390813463 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wisconsin Masonic Home Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 2629652111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 N Main Street | AddressLine1 |
| City | Dousman | City |
| State | WI | State |
| ZIP Code | 531189348 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dave Oines | Name |
| Title | CFO | Title |
| Phone | 2629652111 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark Staurtman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 N Main Street | AddressLine1 |
| City | Dousman | City |
| State | WI | State |
| ZIP Code | 531189348 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4906945 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.threepillars.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | MEET THE SOCIAL, PHYSICAL, AND SPIRITUAL NEEDS OF OLDER ADULTS THROUGH QUALITY HOUSING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 126 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 266210 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 311203 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3867096 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3986055 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1128455 | InvestmentIncomePriorYear |
| Investment Income Current Year | 605208 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5261761 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4902466 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19580 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20630 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2409123 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2391110 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 93613 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2697164 | OtherExpensePriorYear |
| Other Expenses Current Year | 2767351 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5125867 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5179091 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 135894 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -276625 | RevenuesLessExpensesCY |
| Total Assets BOY | 54093246 | TotalAssetsBOY |
| Total Assets EOY | 58678791 | TotalAssetsEOY |
| Total Liabilities BOY | 14899232 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14886692 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 39194014 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43792099 | NetAssetsOrFundBalancesEOY |
| Mission Description | Wisconsin Masonic Home, Inc., sponsored by the Masonic fraternity, provides for the social, physical, and spiritual needs of older adults through high quality housing and services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2686111 | Expense |
| Grants | 20630 | Grants |
| Revenue | 3000344 | Revenue |
| Description | COMPASS POINT - An assisted living option is available for persons aged 55 and older in a residential care apartment complex. This program provides assisted living services, including meals, wellness services, social assistance, housekeeping, and assistance with activities of daily living and medical needs. A meals on wheels program is also available to the non resident community. On average, 74 residents are served on a daily basis, and 7% of the residents are able to continue living with a spouse. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 850741 | Expense |
| Grants | 0 | Grants |
| Revenue | 706584 | Revenue |
| Description | RIVERSIDE LODGE - An assisted living option is available for persons aged 55 and older in a community based residential facility. This program provides services similar to the assisted living identified above, in a more secure environment. Several of the 16 residents are likely to have memory care needs. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 473537 | Expense |
| Grants | 0 | Grants |
| Revenue | 279127 | Revenue |
| Description | MASONWOODS - An independent living option is availabe for persons 55 and older. Social interaction and security are important to the 53 resideNts living in the facility on an average daily basis, and 62% of the units are occupied by couples. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4010389 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 126 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dave Oines | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2629652111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 N Main St | AddressLine1 |
| City | Dousman | City |
| State | WI | State |
| ZIP Code | 531189348 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JEFF BRYDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT GORSUCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY KRAUSE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOE HARKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALLAN ILDING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| A WILLIAM HUELSMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MOORE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIS ENGBRING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY STANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS SIEWERT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MONTE STEIBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRANK STRUBLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVEY WHITE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK STRAUTMAN | ||||||
| CEO | 40.00 | 65469 | 88577 | 26856 | X | |
| DAVID OINES | ||||||
| CFO | 40.00 | 39075 | 47758 | 19679 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 104544 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 136335 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46535 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON MANAGEMENT SPECIALISTS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 102289 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30368 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DINING SERVICES | DescriptionOfServices |
| Compensation | 386223 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 311203 | AllOtherContributions |
| Total Contributions | 311203 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SCV REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 3986055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3986055 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3986055 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 609687 | TotalRevenueColumn |
| Exclusion | $609,687 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4479 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4479 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4479 | TotalRevenueColumn |
| Exclusion | -$4,479 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4902466 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3986055 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $605,208 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20630 | Total |
| Program Services | 20630 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114083 | Total |
| Management And General | 114083 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798778 | Total |
| Program Services | 1486019 | ProgramServices |
| Management And General | 312759 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45276 | Total |
| Program Services | 35173 | ProgramServices |
| Management And General | 10103 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240360 | Total |
| Program Services | 186725 | ProgramServices |
| Management And General | 53635 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192613 | Total |
| Program Services | 149633 | ProgramServices |
| Management And General | 42980 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28488 | Total |
| Management And General | 28488 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11677 | Total |
| Management And General | 11677 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60989 | Total |
| Management And General | 60989 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55042 | Total |
| Management And General | 55042 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36639 | Total |
| Management And General | 36639 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355648 | Total |
| Program Services | 289694 | ProgramServices |
| Management And General | 65954 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6125 | Total |
| Management And General | 6125 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6287 | Total |
| Management And General | 6287 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484024 | Total |
| Program Services | 483731 | ProgramServices |
| Management And General | 293 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875183 | Total |
| Program Services | 735874 | ProgramServices |
| Management And General | 139309 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74267 | Total |
| Program Services | 20098 | ProgramServices |
| Management And General | 54169 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DINING SERVICES | 377070 | 377070 | ||
| PURCHASED SERVICES | 191426 | 57540 | 40273 | 93613 |
| SUPPLIES | 140410 | 104126 | 36284 | |
| OTHER MISCELLANEOUS | 32243 | 32243 | ||
| UNCOLLECTIBLE ACCOUNTS | 31833 | 31833 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5179091 | Total |
| Program Services | 4010389 | ProgramServices |
| Management And General | 1075089 | ManagementAndGeneral |
| Fundraising | 93613 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175748 | BOY |
| EOY | 1096954 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380798 | BOY |
| EOY | 303242 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106248 | BOY |
| EOY | 63035 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37544 | BOY |
| EOY | 60878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20913515 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5184891 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16121672 | BOY |
| EOY | 15728624 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18689825 | BOY |
| EOY | 20975216 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10697987 | BOY |
| EOY | 13153526 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6883424 | BOY |
| EOY | 7297316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54093246 | BOY |
| EOY | 58678791 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693217 | BOY |
| EOY | 851403 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12728015 | BOY |
| EOY | 12367289 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1478000 | BOY |
| EOY | 1668000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14899232 | BOY |
| EOY | 14886692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23380923 | BOY |
| EOY | 25733558 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5112159 | BOY |
| EOY | 7285600 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10700932 | BOY |
| EOY | 10772941 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39194014 | BOY |
| EOY | 43792099 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54093246 | BOY |
| EOY | 58678791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1166038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018945 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 311203 | CurrentTaxYear |
| Total | 3305808 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1166038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018945 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 266210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 311203 | CurrentTaxYear |
| Total | 3305808 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3305808 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 930128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1409458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1349254 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 997842 | CurrentTaxYearMinus1Year |
| Current Tax Year | 609687 | CurrentTaxYear |
| Total | 5296369 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8602177 | TotalSupport |
| Gross Receipts From Admissions Etc | 17047747 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.38430 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.33930 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10136529 | BeginningOfYearBalance |
| Contributions | 32742 | Contributions |
| End Of Year Balance | 10169271 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9802031 | BeginningOfYearBalance |
| Contributions | 334498 | Contributions |
| End Of Year Balance | 10136529 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 504824 | OtherCostOrOtherBasis |
| Book Value | 504824 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17263458 | OtherCostOrOtherBasis |
| Depreciation | 3554847 | Depreciation |
| Book Value | 13708611 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1880115 | OtherCostOrOtherBasis |
| Depreciation | 917004 | Depreciation |
| Book Value | 963111 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1085272 | OtherCostOrOtherBasis |
| Depreciation | 599122 | Depreciation |
| Book Value | 486150 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 179846 | OtherCostOrOtherBasis |
| Depreciation | 113918 | Depreciation |
| Book Value | 65928 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15728624 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| POOLED INVESTMENTS | 19859450 | F |
| FUNDS HELD BY TRUSTEES UNDER BOND INDENTURE AGREEMENTS | 1115766 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 20975216 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN NET ASSETS OF WISCONSIN MASONIC FOUNDATION | Description |
| Book Value | 13153526 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 13153526 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCE CHARGE | 242804 |
| Related Party Receivable | 7054512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7297316 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE RESIDENCY FEES | Description |
| Amount | $1,668,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1668000 | TotalOfAmounts |
| Total Revenue | 4902466 | TotalRevenue |
| Total Expenses | 5179091 | TotalExpenses |
| Excess Or Deficit For Year | -276625 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1565227 | NetUnrealizedGLOnInvestments |
| Other | $3,309,483 | OtherAmount |
| Total Adjustments | 4874710 | TotalAdjustments |
| Excess Or Deficit Per FS | 4598085 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5961790 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1059324 | OtherRevenues |
| Revenue Not Rptd F990 | 1059324 | RevenueNotRptdF990 |
| Revenue Subtotal | 4902466 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4902466 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5158461 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5158461 | ExpensesSubtotal |
| Other Expenses Not Included | 20630 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 20630 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5179091 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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, the Bark River Apartments 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. |
| Part XI, Line 8 - Other Adjustments: | CHANGE IN INTEREST IN NET ASSETS OF WISCONSIN MASONIC FOUNDATION: 3268353. Restricted Contributions: 9000. Change in Value of Contributions Receivable: -7137. Change in Value of Perpetual Trust: 39267. | |
| Part XII, Line 2d - Other Adjustments: | net assets released from restriction: 1059324. | |
| Part XIII, Line 4b - Other Adjustments: | TRANSFER TO AFFILIATE: 20630. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | village on the square | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 n main street | AddressLine1 |
| City | dousman | City |
| State | WI | State |
| ZIP Code | 53118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 391662636 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 20630 | AmountOfCashGrant |
| Purpose Of Grant | Income on restricted fund paid to village on the square, inc. in support of certain categories of expenses. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: on an annual basis, the audit and finance committee of the organization reviews the financial statements and general ledger of the donee, a related organization, to confirm that the grants are used for the specific purposes as intended. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK STRAUTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 62199 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 84152 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 3270 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 4425 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6316 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 8546 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5097 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6897 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 76882 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 104020 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Health club fees for the CEO are included in his compensation. These fees are included as a reviewed item in the compensation process. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY REV BDS SERIES 2003 | ||||||
| 391337855 | 97710VPR9 | 2003-10-14 | 3869942 | WHEFA 2003 SERIES (THREE PILLARS SENIOR LIVING COMM.) REFINANCE 1996 BONDS | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY REV BDS SERIES 2004A | ||||||
| 391337855 | 97670FAA9 | 2004-12-29 | 5125000 | WHEFA 2004A (THREE PILLARS SENIOR LIVING COMM.) CONSTRUCTION COMPASS POINT | 0 | 0 |
| WISCONSIN HEALTH AND EDUCATION FACILITIES AUTHORITY REV BDS SERIES 2004b 2 | ||||||
| 391337855 | 97670FAM3 | 2004-12-29 | 6500000 | WHEFA 2004B (THREE PILLARS SENIOR LIVING COMM.) CONSTRUCTION COMPASS POINT | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| 3861166 | 300496 | 3484850 | 75820 | 2003 | 1 | 0 | 1 | 1 | |
| 5077307 | 351806 | 101546 | 2006 | 0 | 0 | 1 | 1 | 4623955 | |
| 6500000 | 118309 | 2006 | 0 | 0 | 1 | 1 | 6381691 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 0 | 1 |
| 0 | 1 | 0 | 0 | 0 | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 4 | In May of 2010, the following changes were made to the bylaws of Wisconsin Masonic Home: -Increased the number of Directors from 15 to 16. -Added the Grand Master of Masons of Wisconsin as an ex-officio director. -Changed authority for filling a vacancy from Directors in office to an election of the Members from persons recommended by the Grand Master of Masons of Wisconsin. -Identified the Grand Master of Masons of Wisconsin or his designee, who must be a Board member, as the Chairman of the Board of Directors. -Eliminated the Vice Chair as a Board Officer and adds a President and Vice President as Board Officers. -Added requirement of consent from the Members for certain duties of the President of the Corporation, including, but not limited to, signing contracts and incurring debt. -Eliminated ability of the Board to alter or amend the bylaws and replaces the authority with the Members. | |
| Form 990, Part VI, Section A, line 6 | THE MEMBERS OF THE ORGANIZATION ARE THE MEMBERS OF THE WISCONSIN MASONIC BENEVOLENT ACTIVITIES BOARD OF DIRECTORS. | |
| Form 990, Part VI, Section A, line 7a | THE MEMBERS OF THE CORPORATION ELECT 12 MEMBERS OF THE BOARD OF DIRECTORS. THE GRAND MASTER OF MASONS OF WISCONSIN APPOINTS THE REMAINING THREE MEMBERS OF THE BOARD OF DIRECTORS. | |
| Form 990, Part VI, Section A, line 7b | THE MEMBERS HAVE CERTAIN RESERVE POWERS OVER THE DECISIONS OF THE BOARD OF DIRECTORS. | |
| Form 990, Part VI, Section B, line 11 | A COPY OF THE FORM 990 OF WISCONSIN MASONIC HOME, INC. WAS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. MANAGEMENT REVIEWS THE 990, THEN THE BOARD REVIEWS. | |
| Form 990, Part VI, Section B, line 12c | ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES SIGN A WRITTEN CONFLICT OF INTEREST FORM AT THE ANNUAL MEETING. 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 15a | AN EXECUTIVE COMMITTEE OF THE BOARD DETERMINED 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 THOROUGHLY AND TIMELY DOCUMENTED. THE CFO'S SALARY WAS DETERMINED INTERNALLY, BASED ON MARKET COMPARISONS TO CONFIRM THAT TOTAL COMPENSATION TO BE PAID WAS REASONABLE AND COMPARABLE TO AMOUNTS PAID BY SIMILARLY SITUATED ORGANIZATIONS. | |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF WISCONSIN MASONIC HOME, INC. ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| Form 990, Part VII, Line 1 | Mark 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. | Shared hours |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| MASONIC CENTER FOR HEALTH AND REHAB INC | |||||||||
| 410 N MAIN STREET | DOUSMAN | WI | 53118 | 391506910 | REHABILITATION SERVICES | WI | 501(c)(3) | Line 9 | N/A |
| VILLAGE ON THE SQUARE INC | |||||||||
| 410 N MAIN STREET | DOUSMAN | WI | 53118 | 391662636 | SENIOR ASSISTED LIVING | WI | 501(c)(3) | Line 9 | N/A |
| GRAND LODGE FREE & ACCEPTED MASONS OF WISCONSIN | |||||||||
| 36275 SUNSET DRIVE | DOUSMAN | WI | 53118 | 390129695 | FRATERNAL ORGANIZATION | WI | 501(c)(8) & (c)(10) | N/A | |
| Wisconsin Masonic Foundation | |||||||||
| 36275 SUNSET DRIVE | DOUSMAN | WI | 53118 | 396044637 | SCHOLARSHIP PROVIDER | WI | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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