2025-04-11T11:02:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-07-01 390813463 WISCONSIN MASONIC HOME INC WISC 2629652111 410 N MAIN STREET DOUSMAN WI 531189348 MELISSA CURRAN CFO 2629652111 2025-04-09 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-04-09 2023 2025-03-06 01:10:19Z MARK STRAUTMAN 410 N MAIN STREET DOUSMAN WI 531189348 13073679 0 X WWW.THREEPILLARS.ORG X 1953 WI 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. 16 16 288 161 0 0 713477 393362 7235748 9495516 1935477 3184801 -22648 0 9862054 13073679 4000 2734 0 0 6714243 8751555 0 0 380094 6731991 5372287 13450234 14126576 -3588180 -1052897 100578985 209526320 36483847 144939883 64095138 64586437 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. 0 0 4050498 2734 5462132 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. ON AVERAGE, 70 RESIDENTS ARE SERVED ON A DAILY BASIS, AND 8% OF THE RESIDENTS ARE ABLE TO CONTINUE LIVING WITH A SPOUSE. A MEALS ON WHEELS PROGRAM IS ALSO AVAILABLE TO THE NON RESIDENT COMMUNITY AND PROVIDED 2,382 MEALS DURING THE YEAR. 6251735 4033384 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, WITH A FOCUS ON MEMORY CARE IN A SECURE ENVIRONMENT. ON AN AVERAGE DAY, 15 RESIDENTS WERE SERVED. 10302233 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 50 0 1 288 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 1 1 0 WI X JEAN FREUCK 2629657203 410 N MAIN ST DOUSMAN WI 531189348 X TOM KAPKE VICE CHAIR 1.00 X X 0 0 0 JAMES MCLEER CHAIR 1.00 1.00 X 0 0 0 RON MONTGOMERY DIRECTOR 1.00 X 0 0 0 SHARON TOURVILLE DIRECTOR 1.00 X 0 0 0 STEPHEN DAKE DIRECTOR 1.00 X 0 0 0 DON JENSEN DIRECTOR 1.00 X 0 0 0 SCOTT PEDLEY DIRECTOR 1.00 X 0 0 0 BILL HUELSMAN DIRECTOR 1.00 1.00 X 0 0 0 JERRY REICK DIRECTOR 1.00 X 0 0 0 TOM STEVENS DIRECTOR 1.00 X 0 0 0 ROBERT ROTH DIRECTOR 1.00 X 0 0 0 JEFF SCHOENFELDT DIRECTOR 1.00 X 0 0 0 JOE THOMPSON DIRECTOR 1.00 X 0 0 0 JOSH VAN DEN BERG CHIEF MARKETING OFFICER 17.00 23.00 X 148544 0 28905 JEAN FREUCK CFO/SECRETARY/TREASURER 18.00 22.00 X 180117 0 26270 MARK STRAUTMAN CEO/PRESIDENT 18.00 22.00 X 306893 0 34505 DONNA BOTTONI EXECUTIVE ASSISTANT 1.00 X 0 0 0 KATHY BERNADEN CHIEF HR OFFICER 13.00 27.00 X 122326 0 14552 MARY MEDINA DIRECTOR OF RESIDENTIAL SE 13.00 27.00 X 122269 0 25152 880149 0 129384 5 0 1 0 RLPS ARCHITECTS 250 VALLEYBROOK DR LANCASTER PA 17601 ARCHITECT FOR NEW DEVELOPMENT 1656942 CASPIAN TECHNOLOGY CONCEPT LLC PO BOX 147 PEWAUKEE WI 53072 INFORMATIONAL SERVICES 216667 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH ST UNIT 300 MINNEAPOLIS MN 55402 PROFESSIONAL SERVICES 216446 EKLEGO WORKFORCE SOLUTIONS 110 MARINA DRIVE SUITE 9 ROCHESTER NY 14626 RECRUITMENT 195455 PREMIER HEALTH CARE CONSULTING 1204 7TH ST MERRILL WI 54452 146768 5 393362 393362 RESIDENT SVC REVENUE 623000 9495516 9495516 9495516 1850599 1850599 1088970 245232 0 0 1088970 245232 1334202 1334202 13073679 9495516 0 3184801 2734 2734 7451685 4995154 2288545 167986 753910 547154 47287 159469 545960 347961 197999 191347 191347 30360 30360 1153688 556429 590679 6580 817824 756291 41290 20243 320937 298657 22280 1145812 1104529 41283 1909815 1863451 46364 151574 37884 113690 OTHER EXPENSES 880804 190845 664143 25816 INTERCOMPANY TRANSFERS -1229874 -398856 -831018 14126576 10302233 3444249 380094 119956 3060048 318212 160000 160000 115253 134491 19424 0 134658 165171 59231641 15215312 35293458 44016329 30819310 133106830 13461319 14060844 20137395 14822607 100578985 209526320 3456431 6399494 32773208 137935020 254208 605369 36483847 144939883 X 45014941 44675279 19080197 19911158 64095138 64586437 100578985 209526320 X -1052897 142362 1401834 X X 0 1 X 1 0 X 208517 2132896 390489 481327 393362 3606591 5703655 4999845 5408841 8179313 9495516 33787170 30675 34940 55650 49505 0 170770 5942847 7167681 5854980 8710145 9888878 37564531 0 0 0 37564531 1011904 699124 928969 518379 1850599 5008975 1011904 699124 928969 518379 1850599 5008975 6954751 7866805 6783949 9228524 11739477 42573506 0.88230 0.89290 0.11770 0.10710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1298192 13430 13430 1298192 1298192 13430 13430 1298192 1298192 9713 9713 1298192 1298192 134 134 1298192 1298192 2420 2420 1298192 1.00000 1 1 1 2611776 2611776 34963454 11198396 23765058 1927092 1039311 887781 5776184 2745113 3031071 13953135 232492 13720643 44016329 POOLED INVESTMENTS 21398010 F FUNDS HELD BY TRUSTEES UNDER BOND 111441667 F INVESTMENT IN COMPASS POINT 267153 F 133106830 INVESTMENT IN NET ASSETS OF WISCONSIN MASONIC FOUNDATION 14060844 F 14060844 RELATED PARTY RECEIVABLE 11746835 TRUST & ESTATES RECEIVABLE 931172 RESIDENT FUNDS HELD FOR SAFEKEEPING 2144600 14822607 COMPASS POINT LEASE LIABILITY 267153 RESERVATION DEPOSITS 338216 605369 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. GALA X X X 0 0 0 0 0 0 0 0 0 MARK STRAUTMAN CEO/PRESIDENT 262702 0 42901 0 1290 0 12092 0 22413 0 341398 0 0 0 JEAN FREUCK CFO/SECRETARY/TREASURER 178137 0 0 0 1980 0 8286 0 17984 0 206387 0 0 0 JOSH VAN DEN BERG CHIEF MARKETING OFFICER 147854 0 0 0 690 0 6492 0 22413 0 177449 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 97712D7G5 2021-03-10 32795522 CAPITAL IMPROVEMENTS 0 0 0 A 761117 32795522 1602608 525984 2680044 2022 0 0 0 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 A 0 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 BOARD OF DIRECTORS SHALL CONSIST OF 16 MEMBERS, 12 OF WHOM ARE ELECTED BY THE MEMBERS, AND 4 OF WHOM SERVE POSITIONS IN THE MASONIC FRATERNITY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE CERTAIN RESERVE POWERS OVER THE DECISIONS OF THE BOARD OF DIRECTORS. THESE POWERS INCLUDE: 1)POLICY MAKING BODY FOR ALL BENEVOLENT ACTIVITIES. 2) OVERSEE LONG RANGE PLANNING BY EACH MASONIC BENEVOLENCE AND ENCOURAGES INCREASED VISABILITY AND INVOLVEMENT BY THE FRATERNITY. 3) PROVIDE AN ORGANZATION TO IMPROVE COORDINATION OF INVESTMENT OBJECTIVES AND STRATEGIES TO ACHIEVE THEM. 4) ENCHANCE THE CONTINUITY OF BENEVOLENT ACTIVITIES IN AN INCREASINGLY COMPLEX SOCIAL, REGULATORY, AND FINANCIAL ENVIRONMENT. 5) UTILIZE LOCAL CONTROL AND INVOLVEMENT IN FUTURE REGIONAL MASONIC BENEVOLENT ACTIVITIES. 6) ELECT DIRECTORS OF WISCONSIN MASONIC HOME, INC. AND 7) APPROVE ANNUAL BUDGET OF WISCONSIN MASONIC HOME, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE CFO AND ACCOUNTANT 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. THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE COMMITTEE OF THE MEMBER'S BOARD DETERMINES THE SALARY OF THE CEO, USING EXTERNAL SOURCES AS INDICATED ON SCHEDUE J. 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. THIS PROCESS IS COMPLETED ANNUALLY. 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, CEO, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 16 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 18 HOURS, VILLAGE ON THE SQUARE - 6 HOURS. JEAN FREUCK, CFO, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME 16 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 18 HOURS, VILLAGE ON THE SQUARE - 6 HOURS. JOSH VAN DEN BERG, CHIEF MARKETING OFFICER, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 15 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 11 HOURS, VILLAGE ON THE SQUARE - 14 HOURS. KATHY BERNADEN, CHIEF HR OFFICER, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 14 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 22 HOURS, VILLAGE ON THE SQUARE - 5 HOURS. MARY MEDINA, EXEXCUTIVE DIRECTOR OF RESIDENTIAL SERVICES, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 13 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 23 HOURS, VILLAGE ON THE SQUARE - 4 HOURS. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF WISCONSIN MASONIC FOUNDATION 1,351,761. CHANGE IN VALUE OF PERPETUAL TRUST 50,073. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THREE PILLARS DEVELOPMENT LLC 410 N MAIN STREET DOUSMAN WI 53118 842073650 FUTURE DEVELOPMENT OF WISCONSIN MASONIC HOME WI WISCONSIN MASONIC HOME INC MASONIC CENTER FOR HEALTH AND REHAB INC 410 N MAIN STREET DOUSMAN WI 53118 391506910 REHABILITATION SERVICES WI 501(C)(3) LINE 10 WISCONSIN MASONIC HOME INC 1 VILLAGE ON THE SQUARE INC 410 N MAIN STREET DOUSMAN WI 53118 391662636 SENIOR ASSISTED LIVING WI 501(C)(3) LINE 10 WISCONSIN MASONIC HOME INC 1 GRAND LODGE FREE & ACCEPTED MASONS OF WISCONSIN 36275 SUNSET DRIVE DOUSMAN WI 53118 390129695 FRATERNAL ORGANIZATION WI 501(C)(8) & (C)(10) N/A 0 WISCONSIN MASONIC FOUNDATION 36275 SUNSET DRIVE DOUSMAN WI 53118 396044637 SCHOLARSHIP PROVIDER WI 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 1 1 1 1 1 0 1 0 0 1 1