Wisconsin Masonic Foundation: Nonprofit Profile, Financials & Form 990 (EIN 39-6044637)

Revenue by fiscal year
FY2020	$1.2M
FY2021	$1.9M
FY2022	$5.2M
FY2023	$452K
FY2024	$1.7M
FY2025	$2.0M

Expenses by fiscal year
FY2020	$1.5M
FY2021	$2.4M
FY2022	$1.5M
FY2023	$1.4M
FY2024	$1.6M
FY2025	$1.6M

Net assets by fiscal year
FY2020	$23.9M
FY2021	$30.2M
FY2022	$27.1M
FY2023	$26.6M
FY2024	$28.5M
FY2025	$30.4M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1962.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

92%

Program services 92% · $1.5M Management & general 7% · $117K Fundraising 0% · $6K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Peter Tourville

President/Board Member

$0Pt VII · Sec A

Jeff Schoenfeldt

Vice President

$0Pt VII · Sec A

Matt Ivens

Secretary

$0Pt VII · Sec A

Paul Wharton

Treasurer

$0Pt VII · Sec A

Don Childers

Board Member

$0Pt VII · Sec A

Kevin Gruber

Board Member

$0Pt VII · Sec A

Mike Reindl

Board Member

$0Pt VII · Sec A

Tom Stevens

Board Member

$0Pt VII · Sec A

See Wisconsin Masonic Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards scholarships to Wisconsin high school students pursuing college.

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Provided by the organization

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3 programs · $1.3M · in their own filed words · FY2024

01

Contributions to wisconsin masonic home and other philanthropic organizations

$1.3Mprogram expense

02

Scholarships to schools

$42Kprogram expense

03

Youth soccer program

$8Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Greater Milwaukee Foundation INCFY2024$31K

Emil Ewald Family Foundation INCFY2024$10K

Claremont S Jackman Foundation Xxx-Xx-XxxxFY2024$6K

Keller Family Charitable TrustFY2024$2K

Total grants receivedfrom 4 funders$49K

See all 4 funders →

Grants paid · 54 grants · $6.8M · 2019–2024

Wisconsin Masonic Home INCWI · FY2024$740,908

Beaver Dam School DistrictFY2024$60,224

Unitemized GrantFY2024$43,482

Unitemized GrantFY2024$27,291

Children's Dyslexia Centers INCMA · FY2024$23,333

Children's Dyslexia Centers INCMA · FY2024$20,751

Children's Dyslexia Centers INCMA · FY2024$20,101

MatcWI · FY2024$7,007

The Foundation of the Wisconsin Automobile & Truck Dealers AssociationWI · FY2024$7,007

Wisconsin Masonic Home INCWI · FY2023$738,712

Beaver Dam School DistrictFY2023$63,000

Unitemized GrantFY2023$54,789

Unitemized GrantFY2023$27,291

Children's Dyslexia Centers INCMA · FY2023$8,204

MatcWI · FY2023$6,914

The Foundation of the Wisconsin Automobile & Truck Dealers AssociationWI · FY2023$6,914

Children's Dyslexia Centers INCMA · FY2023$5,643

See all 54 grants →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$2.0M

Ln 12

Investment incomeLn 3$1.2M

Gifts and grantsLn 1h$695K

Fees for servicesLn 2g$71K

Money outPt IX

$1.6M

Ln 25

Programscol B$1.5M

Managementcol C$117K

Fundraisingcol D$6K

Owns and owesPt X

$30.4M

net assets · Ln 32

Cash and savingsLn 1–2$338K

Total assetsLn 16$30.8M

LiabilitiesLn 26$379K

PeoplePt VI, VII

12

listed · VII A

PaidVII A0

Voting boardVI 1a10

IndependentVI 1b10

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$695K

Fees for servicesLn 2g$71K

Investment incomeLn 3$1.2M

Gains on assetsLn 7$185K

Total revenueLn 12$2.0M

Assets in detailPt X, end of year

CashLn 1$338K

Cash and savings togetherLn 1–2$338K

InvestmentsLn 11–13$30.3M

Total assetsLn 16$30.8M

LiabilitiesLn 26$379K

Net assetsLn 32$30.4M

OperationsPt I, VI

EmployeesI 50

VolunteersI 69,340

Fiscal year endsHeaderApril

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$135K	$338K
InvestmentsLn 11–13	$28.5M	$30.3M
Total assetsLn 16	$28.9M	$30.8M
LiabilitiesLn 26	$347K	$379K
Net assetsLn 32	$28.5M	$30.4M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$1.3M	$1.3M
Grants to domestic individualsLn 2	$71K	$71K
Other salaries and wagesLn 7	$59K		$59K
Payroll taxesLn 10	$3K		$3K
Management feesLn 11a	$172K	$134K	$38K
Office expensesLn 13	$11K	$5K	$6K
TravelLn 17	$1K	$1K
Other expenses (24a–d)Ln 24	$18K	$2K	$11K	$6K
Total functional expensesLn 25	$1.6M	$1.5M	$117K	$6K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$2.0M	$1.6M	$413K	$30.4M	990 PDF
FY2024	$1.7M	$1.6M	$163K	$28.5M	990 PDF
FY2023	$452K	$1.4M	−$953K	$26.6M	990 PDF
FY2022	$5.2M	$1.5M	$3.7M	$27.1M	990 PDF
FY2021	$1.9M	$2.4M	−$508K	$30.2M	990 PDF
FY2020	$1.2M	$1.5M	−$289K	$23.9M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2025 990 (6 parts)

Part I · Summary $2,006,392 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $602,771$694,687

I-9 Program service revenuePrior year $1,088$71,475

I-10 Investment incomePrior year $1,043,660$1,240,230

I-11 Other revenuePrior year $67,168$0

I-12 Total revenuePrior year $1,714,687$2,006,392

I-13 Grants and similar amounts paidPrior year $1,325,686$1,328,985

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $56,585$62,012

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $169,390$202,578

I-18 Total expensesPrior year $1,551,661$1,593,575

I-19 Revenue less expensesPrior year $163,026$412,817

Part VI · Governance 10 of 10 board members independent, 4 to look at

VI-1a Voting members of the governing body10

VI-1b Independent voting members10

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $2,006,392 across 6 lines filed

VIII-1f All other contributions, gifts and grants$694,687

VIII-1h Total contributions, gifts and grants$694,687

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $71,475$71,475

VIII-3 Investment incomeExcluded from tax $1,055,198$1,055,198

VIII-7 Net gain or loss on sales of assetsExcluded from tax $185,032$185,032

VIII-12 Total revenueRelated to mission $71,475 · Unrelated business $0 · Excluded from tax $1,240,230$2,006,392

Part IX · Statement of functional expenses $1,593,575 across 8 lines filed

IX-1 Grants to domestic organizationsPrograms $1,258,212$1,258,212

IX-2 Grants to domestic individualsPrograms $70,773$70,773

IX-7 Other salaries and wagesManagement $58,661$58,661

IX-10 Payroll taxesManagement $3,351$3,351

IX-11a Management feesPrograms $134,271 · Management $38,131$172,402

IX-13 Office expensesPrograms $4,974 · Management $5,841$10,815

IX-17 TravelPrograms $1,236$1,236

IX-24 Other expenses (24a–d)Programs $1,864 · Management $10,572 · Fundraising $5,689$18,125

IX-25 Total functional expensesPrograms $1,471,330 · Management $116,556 · Fundraising $5,689$1,593,575

Part X · Balance sheet $30,824,898 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $134,646$338,431

X-3 Pledges and grants receivableStart of year $230,508$209,161

X-9 Prepaid expenses and deferred chargesStart of year $9,990$11,399

X-11 Publicly traded securitiesStart of year $28,500,155$30,265,907

X-16 Total assetsStart of year $28,875,299$30,824,898

X-17 Accounts payable and accrued expensesStart of year $66,929$98,876

X-18 Grants payableStart of year $280,356$280,485

X-26 Total liabilitiesStart of year $347,285$379,361

X-27 Net assets without donor restrictionsStart of year $4,451,249$4,679,064

X-28 Net assets with donor restrictionsStart of year $24,076,765$25,766,473

X-32 Total net assets or fund balancesStart of year $28,528,014$30,445,537

X-33 Total liabilities and net assetsStart of year $28,875,299$30,824,898

Part XI · Reconciliation of net assets $30,445,537 net assets at year end

XI-1 Total revenue$2,006,392

XI-2 Total expenses$1,593,575

XI-3 Revenue less expenses$412,817

XI-4 Net assets at start of year$28,528,014

XI-5 Net unrealized gains (losses) on investments$1,504,706

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$30,445,537

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Wisconsin Masonic Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Wisconsin Masonic Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV