WISCONSIN MASONIC HOME INC (EIN 390813463) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

MARK STRAUTMAN

Phone

2629652111

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN MASONIC HOME INC, founded in 1953, is a mid-sized nonprofit in the Human Services sector that reported $18.6M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $16.0M left a modest 14% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $612,545

Program Service Revenue $10,837,126

Investment Income $7,153,888

Other Revenue $0

TOTAL REVENUE $18,603,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,911,336

Fundraising Expenses $404,595

Program Expenses $11,441,823

Other Expenses $6,126,216

TOTAL EXPENSES $16,037,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,603,559	$13,073,679	+0.4%
Expenses	$16,037,552	$14,126,576	+0.1%
Net Income	$2,566,007	$-1,052,897	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

289

Volunteers

170

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$605,488

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA BOTTONI	EXECUTIVE ASSISTANT	1.00	Officer Director	$0	$0	$0
TOM KAPKE	DIRECTOR	1.00	Officer Director	$0	$0	$0
JAMES MCLEER	DIRECTOR	1.00	Director	$0	$0	$0
RON MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
SHARON TOURVILLE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DAKE	DIRECTOR	1.00	Director	$0	$0	$0
DON JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PEDLEY	DIRECTOR	1.00	Director	$0	$0	$0
BILL HUELSMAN	CHAIR	1.00	Director	$0	$0	$0
JERRY REICK	DIRECTOR	1.00	Director	$0	$0	$0
TOM STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ROTH	DIRECTOR	1.00	Director	$0	$0	$0
JEFF SCHOENFELDT	DIRECTOR	1.00	Director	$0	$0	$0
JOE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
EARL GUNDERSON	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TOURVILLE	F&A CHAIR	1.00	Director	$0	$0	$0
JEAN FREUCK	CFO/SECRETARY/TREASURER	12.00	Officer	$189,415	$37,579	$226,994
MARK STRAUTMAN	CEO/PRESIDENT	12.00	Officer	$330,287	$48,207	$378,494
KATHY BERNADEN	CHIEF HR OFFICER	16.00	Highest	$134,460	$20,570	$155,030
JOSH VAN DEN BERG	CHIEF MARKETING OFFICER	14.00	Highest	$160,859	$32,190	$193,049
TORRES THOMAS	EXE DIRECTOR HEALTH SERVICES	16.00	Highest	$127,362	$23,907	$151,269
MARY MEDINA	EXECUTIVE DIRECTOR OF RESIDENTIAL SERVICES	16.00	Highest	$114,520	$38,689	$153,209
CARLY CHAPMAN	DIRECTOR OF NURSING	16.00	Highest	$124,129	$27,899	$152,028

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$18,603,559	$16,037,552	$222,300,042	$2,566,007
2024	$13,073,679	$14,126,576	$209,526,320	$-1,052,897
2023	$9,862,054	$13,450,234	$100,578,985	$-3,588,180
2022	$8,258,651	$6,491,789	$104,504,449	$1,766,862
2021	$9,748,015	$5,844,436	$108,810,977	$3,903,579
2020	$7,478,852	$5,948,177	$73,092,407	$1,530,675
2019	$7,179,399	$6,468,684	$75,537,737	$710,715
2018	$6,933,305	$6,034,047	$73,897,239	$899,258

WISCONSIN MASONIC HOME INC