2025-04-14T09:11:10-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-07-01 391662636 VILLAGE ON THE SQUARE INC VILL 2629652111 410 N MAIN STREET DOUSMAN WI 531189348 MELISSA CURRAN CFO 2629652111 2025-04-10 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-04-10 2023 2025-03-06 01:10:19Z MARK STRAUTMAN 410 N MAIN STREET DOUSMAN WI 531189348 4162502 0 X WWW.THREEPILLARS.ORG X 1989 WI VILLAGE ON THE SQUARE, INC. SPONSORED BY THE MASONIC FRATERNITY, TAKES PRIDE IN MEETING THE SOCIAL, PHYSICAL, AND SPIRITUAL NEEDS OF OLDER ADULTS THROUGH HIGH QUALITY INDEPENDENT HOUSING AND SERVICES, INCLUDING HOUSEKEEPING, DINING, FITNESS, AND COMPUTER SERVICE AND ACCESS. 3 1 11 161 0 0 6137 2734 3031517 3421802 1099767 737966 0 0 4137421 4162502 0 0 0 0 1257990 631052 0 0 0 2171302 3459424 3429292 4090476 708129 72026 24482433 24351726 24282143 24002339 200290 349387 X VILLAGE ON THE SQUARE, INC. SPONSORED BY THE MASONIC FRATERNITY, TAKES PRIDE IN MEETING THE SOCIAL, PHYSICAL, AND SPIRITUAL NEEDS OF OLDER ADULTS THROUGH HIGH QUALITY INDEPENDENT HOUSING AND SERVICES, INCLUDING HOUSEKEEPING, DINING, FITNESS, AND COMPUTER SERVICE AND ACCESS. 0 0 2714544 3421802 VILLAGE ON THE SQUARE PROVIDES AN INDEPENDENT LIVING COMPLEX ON A CONTINUING CARE RETIREMENT CAMPUS FOR ADULTS AGED 55 AND OLDER, ALTHOUGH THE AVERAGE AGE OF RESIDENTS IS 84. SERVICES INCLUDE DINING AVAILABLILITY, PARKING, SOCIAL AND RECREATIONAL ACTIVITIES, WELLNESS SERVICES, AND ACCESS TO HIGHER LEVELS OF CARE. THIS SUPPORTIVE ENVIRONMENT ALLOWS INDEPENDENCE THAT MAY NOT OTHERWISE BE POSSIBLE IN THEIR OWN HOMES. ON AVERAGE DURING THE YEAR, 140 RESIDENTS LIVED AT VILLAGE ON THE SQUARE. 2714544 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 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 1 0 0 0 1 50 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X JEAN FREUCK 2629657203 410 N MAIN ST DOUSMAN WI 531189348 X BILL HUELSMAN CHAIRMAN 1.00 1.00 X 0 0 0 MARK STRAUTMAN PRESIDENT & CEO 4.00 36.00 X X 0 306893 34505 JEAN FREUCK SECRETARY/TREASURER & CFO 4.00 36.00 X X 0 180117 26270 JOSH VAN DEN BERG VP OF COMMUNITY & STRATEGY 7.00 33.00 X 0 148544 28905 KATHY BERNADEN CHIEF HR OFFICER 4.00 36.00 X 0 122326 14552 MARY MEDINA EXE DIRECTOR OF RESIDENTIA 4.00 36.00 X 0 122269 25152 0 880149 129384 0 0 1 0 0 2734 2734 RESIDENT SVC REVENUE 623990 3421802 3421802 3421802 375010 375010 362956 0 362956 362956 362956 4162502 3421802 0 737966 267220 186171 81049 344309 233957 110352 19523 19523 3276 3276 9453 9453 310029 190898 119131 310913 293991 16922 282197 282197 310251 193978 116273 845952 845952 55658 25433 30225 INTERCOMPANY TRANSFERS 983123 330880 652243 OTHER EXPENSES 288597 87960 200637 LICENSES AND PERMITS 36371 36371 GROUNDSKEEPING 23604 23604 4090476 2714544 1375932 0 6512 4627 9150 62436 67800 379200 67066 71756 27280839 15468065 6972990 11812774 15447678 7084804 1911237 4936129 24482433 24351726 654733 474781 1914234 1075619 5317184 8389889 16395992 14062050 24282143 24002339 X 200290 349387 200290 349387 24482433 24351726 72026 77071 0 X 0 1 X 1 0 X 16123 13012 6312 6137 2734 44318 2897170 2705208 2883568 3031517 3421802 14939265 2913293 2718220 2889880 3037654 3424536 14983583 0 0 0 14983583 318181 325696 424624 687804 375010 2131315 318181 325696 424624 687804 375010 2131315 3231474 3043916 3314504 3725458 3799546 17114898 0.87550 0.87470 0.12450 0.12530 X 325337 325337 21602182 12374944 9227238 3294243 2106104 1188139 2059077 987017 1072060 11812774 VOS SHARE OF POOLED INVESTMENTS 7084804 C 7084804 INTERCOMPANY ACCOUNT - MCHR 4440406 ASSETS LIMITED AS TO USE 495723 4936129 REFUNDABLE APPLICATION DEPOSIT 113867 REFUNDABLE RESIDENCY FEE 13948183 14062050 0 0 0 0 0 0 0 0 0 MARK STRAUTMAN PRESIDENT & CEO 0 262702 0 42901 0 1290 0 12092 0 22413 0 341398 0 0 JEAN FREUCK SECRETARY/TREASURER & CFO 0 178137 0 0 0 1980 0 8286 0 17984 0 206387 0 0 JOSH VAN DEN BERG VP OF COMMUNITY & STRATEGY 0 147854 0 0 0 690 0 6492 0 22413 0 177449 0 0 PART I, LINE 3 VILLAGE ON THE SQUARE IS RELATED TO THREE PILLARS, A GROUP OF NON-PROFIT ORGANIZATIONS. WISCONSIN MASONIC HOME IS A RELATED PARTY, WHICH PAYS THE CFO AND CEO OF THREE PILLARS. VILLAGE ON THE SQUARE THEN REIMBURSES WISCONSIN MASONIC HOME FOR THEIR PORTION OF THE SALARY EXPENSE. IN ORDER TO DETERMINE COMPENSATION, A GOVERNANCE COMMITTEE OF WISCONSIN MASONIC HOME'S BOARD DETERMINES THE SALARY OF THE CEO USING A COMPENSATION SURVEY. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGLY AND TIMELY DOCUMENTED. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF VILLAGE ON THE SQUARE, INC. IS WISCONSIN MASONIC HOME, INC. FORM 990, PART VI, SECTION A, LINE 7A WISCONSIN MASONIC HOME, INC. ELECTS THE OUTSIDE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE CORPORATE MEMBER HAS CERTAIN RESERVED POWERS OVER THE DECISIONS MADE BY THE BOARD OF DIRECTORS OF VILLAGE ON THE SQUARE, INC. THESE POWERS INCLUDE: 1) ELECTION OF THE BOARD OF DIRECTORS 2) ACTIONS REQUIRING APPROVAL BY A MEMBER BY LAW OR AS SET FORTH IN THESE BYLAWS, AND 3) AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS 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 ANNUALLY. 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION OF VILLAGE ON THE SQUARE 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 - 18 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 18 HOURS, VILLAGE ON THE SQUARE - 4 HOURS. JEAN FREUCK, CFO, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME 18 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 18 HOURS, VILLAGE ON THE SQUARE - 4 HOURS. JOSH VAN DEN BERG, CHIEF MARKETING OFFICER, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 17 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 16 HOURS, VILLAGE ON THE SQUARE - 7 HOURS. KATHY BERNADEN, CHIEF HR OFFICER, DEVOTES APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: WISCONSIN MASONIC HOME - 13 HOURS, MASONIC CENTER FOR HEALTH AND REHAB, INC - 24 HOURS, VILLAGE ON THE SQUARE - 4 HOURS. MARY MEDINA, EXECUTIVE 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. THE VILLAGE ON THE SQUARE PRESERVE LLC 410 N MAIN STREET DOUSMAN WI 53118 842055238 REAL ESTATE HOLDING COMPANY WI VILLAGE ON THE SQUARE INC MASONIC CENTER FOR HEALTH AND REHAB INC 410 N MAIN STREET DOUSMAN WI 531189348 391506910 SKILLED NURSING AND REHABILITATION SERVICES WI 501(C)(3) LINE 10 WISCONSIN MASONIC HOME 1 WISCONSIN MASONIC HOME INC 410 N MAIN STREET DOUSMAN WI 531189348 390813463 SENIOR ASSISTED LIVING WI 501(C)(3) LINE 10 N/A 0 GRAND LODGE FREE & ACCEPTED MASONS OF WISCONSIN 36275 SUNSET DRIVE DOUSMAN WI 531189348 390129695 FRATERNAL ORGANIZATION WI 501(C)(8) & (C)(10) N/A 0 WISCONSIN MASONIC FOUNDATION 36275 SUNSET DRIVE DOUSMAN WI 531189348 396044637 SCHOLARSHIP PROVIDER WI 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0