2024-11-12T10:47:25-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2023-01-01 474842422 M3 INSURANCE FOUNDATION INC M3IN 8002722443 828 JOHN NOLEN DRIVE MADISON WI 53713 ELIZABETH DETTMAN PRESIDENT 8002722443 2024-11-11 1 1 MARK HEROUX P00959793 3127298000 2024-11-11 2023 2024-10-15 13:58:12Z ELIZABETH DETTMAN 828 JOHN NOLEN DRIVE MADISON WI 53713 479213 0 X HTTPS://M3INS.COM/M3-FOUNDATION/ X 2015 WI (SEE SCHEDULE O)THE FOUNDATION WAS ORGANIZED TO PROMOTE THE CHARITABLE ATTITUDES OF THE EMPLOYEES AT M3 SOLUTIONS, INC. THE FOUNDATION WILL FOCUS ON THE AREAS OF HEALTH CARE, SAFETY IMPROVEMENT, CATASTROPHIC EVENT RELIEF, FINANCIAL EDUCATION AND LITERACY, AND THE PROMOTION OF CAREERS IN THE INSURANCE INDUSTRY. 9 9 0 0 0 0 454569 465458 0 0 3319 13755 0 0 457888 479213 512070 309733 0 0 0 0 0 0 0 15654 18980 527724 328713 -69836 150500 863330 929179 500167 465485 363163 463694 X (SEE SCHEDULE O)THE FOUNDATION WAS ORGANIZED TO PROMOTE THE CHARITABLE ATTITUDES OF THE EMPLOYEES AT M3 SOLUTIONS, INC. THE FOUNDATION WILL FOCUS ON THE AREAS OF HEALTH CARE, SAFETY IMPROVEMENT, CATASTROPHIC EVENT RELIEF, FINANCIAL EDUCATION AND LITERACY, AND THE PROMOTION OF CAREERS IN THE INSURANCE INDUSTRY. 0 0 309733 309733 THE FOUNDATION DONATES TO LOCAL ORGANIZATIONS FOCUSING ON HEALTH CARE, SAFETY IMPROVEMENT, CATASTROPHIC EVENT RELIEF, FINANCIAL EDUCATION AND LITERACY, AND THE PROMOTION OF CAREERS IN THE INSURANCE INDUSTRY. 309733 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X BRIAN DONARSKI 6082882732 828 JOHN NOLEN DR MADISON WI 53713 X BEC KURZYNSKE SECRETARY 0.60 X X 0 0 0 CANDICE ROTH DIRECTOR 0.60 X 0 0 0 JESSE MAAS DIRECTOR 0.60 X 0 0 0 KELSEY STACKS DIRECTOR 0.60 X 0 0 0 AMBER SEITZ DIRECTOR 0.60 X 0 0 0 MEGAN BELTER DIRECTOR 0.60 X 0 0 0 JUSTIN RIXIE DIRECTOR 0.60 X 0 0 0 ELIZABETH DETTMAN PRESIDENT 0.60 X 0 0 0 KEVIN MILLER TERMED IN '23 SECRETARY 0.60 X 0 0 0 MELISSA SEYFFER TREASURER 0.60 X 0 0 0 0 0 0 0 0 0 0 0 465458 465458 8002 8002 5753 0 5753 5753 5753 479213 0 0 13755 309733 309733 13710 13710 1756 1756 2734 2734 594 594 ADMINISTRATIVE EXPENSE 186 186 328713 309733 18980 0 529222 615744 334108 313435 863330 929179 300167 278152 200000 187333 500167 465485 X 363163 463694 363163 463694 863330 929179 150500 17031 -67000 0 X X 0 0 0 X 325473 339789 372250 454569 465458 1957539 325473 339789 372250 454569 465458 1957539 1580707 376832 586 204 5053 6384 8002 20229 1977768 0.19050 0.14830 X PART II, SECTION C, LINE 17B, FACTS AND CIRCUMSTANCES TEST: M3 INSURANCE FOUNDATION RECEIVED A MAJORITY OF START UP SUPPORT FROM M3 INSURANCE SOLUTION. THE ORGANIZATION PROVIDES A WIDE RANGE OF CONTRIBUTIONS TO THE COMMUNITY IT CALLS HOME AND WORKS TO ENRICH THE COMMUNITY IT CONDUCTS BUSINESS IN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 498164 17031 1920 18951 479213 0 479213 330633 1920 1920 328713 0 328713 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS CLASSIFIED AS A PUBLIC CHARITY ON INTERNAL REVENUE CODE 170(B)(1)(A)(VI). THE FOUNDATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022. 1 MACC FUND 10000 W INNOVATION DR STE 135 MILWAUKEE WI 53226 391270290 501(C)(3) 7500 0 GENERAL SUPPORT THE PLAYING FIELD 3910 MINERAL POINT ROAD MADISON WI 53705 474112110 501(C)(3) 8333 0 GENERAL SUPPORT BENEVOLENT CORPORATION CEDAR COMMUNITY 5595 COUNTY RD Z WEST BEND WI 53095 390928211 501(C)(3) 9000 0 GENERAL SUPPORT LUTHERAN HOME 7500 W NORTH AVENUE WAUWATOSA WI 53213 390807205 501(C)(3) 9000 0 GENERAL SUPPORT MARQUART VILLAGE 1045 HILL ST WATERTOWN WI 53098 391704732 501(C)(3) 9000 0 GENERAL SUPPORT UNITED LUTHERAN PROGRAM FOR THE AGING INC 4545 N 92ND ST MILWAUKEE WI 53225 390981434 501(C)(3) 9000 0 GENERAL SUPPORT MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55902 416011702 501(C)(3) 10000 0 GENERAL SUPPORT SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 391490691 501(C)(3) 10000 0 GENERAL SUPPORT ALL-IN-MILWAUKEE INC 135 W WELLS ST STE 100 MILWAUKEE WI 53203 882541054 501(C)(3) 15000 0 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES 6737 W WASHINGTON ST STE 2275 WEST ALLIS WI 53214 390816846 501(C)(3) 20000 0 GENERAL SUPPORT CENTER FOR BLACK EXCELLENCE & CULTURE PO BOX 259042 MADISON WI 53725 853072819 501(C)(3) 33333 0 GENERAL SUPPORT COMPREHENSIVE COMMUNITY SOLUTIONS INC 917 S MAIN ST ROCKFORD IL 61101 363842309 501(C)(3) 35000 0 GENERAL SUPPORT BOYS & GIRLS CLUBS OF DANE COUNTY 5215 VERONA RD FITCHBURG WI 53711 874664285 501(C)(3) 38000 0 GENERAL SUPPORT UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 53707 390817532 501(C)(3) 58571 0 GENERAL SUPPORT 74 PART I, LINE 2: M3 INSURANCE FOUNDATION HAS A FORMAL APPLICATION PROCESS FOR GRANT REQUESTS. MOST GRANTS ARE APPLICATION BASED. THE BOARD MEMBERS HAVE THE ABILITY TO RECOMMEND GRANTEES BASED ON THEIR COMMUNITY CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE BOARD AND APPROVED BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE ORGANIZATION WILL PROVIDE CERTAIN DOCUMENTS INCLUDING OUR FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS THAT SUPPORT OUR TAX EXEMPT STATUS, INCLUDING, BUT NOT LIMITED TO, ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NEITHER CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.