WISCONSIN MASONIC FOUNDATION

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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

1925

Legal Domicile

Principal Officer

PETER TOURVILLE

Phone

2629652200

Tax Period

2024-05-01 to 2025-04-30

WISCONSIN MASONIC FOUNDATION, founded in 1925, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $413K, a strong 21% operating margin.

Mission

CREATED FOR THE PURPOSES OF ENCOURAGING CHARITY, BENEVOLENCE, EDUCATION AND PHILANTHROPY, AND OF SECURING GREATER UNIFORMITY OF PURPOSES, POWERS AND DUTIES OF ADMINISTRATION IN THE MANAGEMENT AND CONTROL OF PROPERTY GIVEN, DEVISED OR BEQUEATHED FOR CHARITABLE, BENEVOLENT, EDUCATIONAL OR PHILANTHROPIC PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $42,119

SCHOLARSHIPS TO SCHOOLS

Program 2

Expenses: $1,286,866

CONTRIBUTIONS TO WISCONSIN MASONIC HOME AND OTHER PHILANTHROPIC ORGANIZATIONS

Program 3

Expenses: $8,074

YOUTH SOCCER PROGRAM

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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 $694,687

Program Service Revenue $71,475

Investment Income $1,240,230

Other Revenue $0

TOTAL REVENUE $2,006,392

Expense Breakdown

Grants Paid $1,328,985

Salaries & Benefits $62,012

Fundraising Expenses $5,689

Program Expenses $1,471,330

Other Expenses $202,578

TOTAL EXPENSES $1,593,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,006,392	$1,714,687	+0.2%
Expenses	$1,593,575	$1,551,661	+0.0%
Net Income	$412,817	$163,026	+1.5%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER TOURVILLE	PRESIDENT/BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JEFF SCHOENFELDT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT IVENS	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL WHARTON	TREASURER	1.00	Officer Director	$0	$0	$0
DON CHILDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN GRUBER	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE REINDL	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM STEVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF THIELE	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM BECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL A DEWOLF	BOARD MEMBER	1.00	Director	$0	$0	$0
DEREK HENZE	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$2,006,392	$1,593,575	$30,824,898	$412,817
2024	$1,714,687	$1,551,661	$28,875,299	$163,026
2023	$451,613	$1,404,809	$26,960,047	$-953,196
2022	$5,183,094	$1,518,981	$27,556,121	$3,664,113
2021	$1,909,556	$2,417,968	$30,616,301	$-508,412
2020	$1,167,288	$1,456,514	$24,364,863	$-289,226
2019	$1,377,843	$1,551,578	$26,405,508	$-173,735
2018	$979,227	$1,470,164	$26,450,937	$-490,937