B A Mason Trust

Chippewa Falls, WI
Tax-exempt since July 1954
EIN: 39-6075816

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$895k (2024)

Expenses

$304k (2024)

Total Assets

$5.54M (2024)

Total Liabilities

$12.7k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$894,830

Expenses

$303,843

Net Income

$590,987

Net Assets

$5,527,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$201,354	22.5%
Sales of Assets	$693,476	77.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,950	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,540,352
Total Liabilities	$12,703
Net Assets	$5,527,649

Compensation

Key Employees and Officers	Compensation	Other
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintrye (Trustee)	$0	$0

990-PF

Filed on April 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$223,548

Expenses

$185,193

Net Income

$38,355

Net Assets

$4,936,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$139,588	62.4%
Sales of Assets	$83,960	37.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,092	78.9%
Compensation of Officers*	$19,366	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,947,244
Total Liabilities	$10,582
Net Assets	$4,936,662

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$19,366	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintrye (Trustee)	$0	$0

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990-PF

Filed on April 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$88,042

Expenses

$166,307

Net Income

-$78,265

Net Assets

$4,898,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,246	> 100%
Sales of Assets	-$116,722
Other Income	$9,518	10.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,850	82.9%
Compensation of Officers*	$19,666	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,902,511
Total Liabilities	$4,203
Net Assets	$4,898,308

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$19,666	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintrye (Trustee)	$0	$0

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990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$587,917

Expenses

$239,800

Net Income

$348,117

Net Assets

$4,975,925

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$57,517	9.8%
Interest Revenue	$0
Dividends	$248,593	42.3%
Sales of Assets	$281,807	47.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,250	86.8%
Compensation of Officers*	$20,989	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,994,134
Total Liabilities	$18,209
Net Assets	$4,975,925

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$20,989	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintrye (Trustee)	$0	$0

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990-PF

Filed on Aug. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$304,206

Expenses

$241,278

Net Income

$62,928

Net Assets

$4,656,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,502	8.4%
Interest Revenue	$0
Dividends	$159,294	52.4%
Sales of Assets	$119,410	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,250	87.6%
Compensation of Officers*	$18,743	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,676,816
Total Liabilities	$20,423
Net Assets	$4,656,393

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$18,743	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie (Trustee)	$0	$0

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990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$474,358

Expenses

$272,533

Net Income

$201,825

Net Assets

$4,605,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,304	21.6%
Interest Revenue	$0
Dividends	$205,781	43.4%
Sales of Assets	$166,273	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,250	86.3%
Compensation of Officers*	$18,133	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,619,369
Total Liabilities	$13,503
Net Assets	$4,605,866

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$18,133	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintyre (Trustee)	$0	$0

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990-PF

Filed on May 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$770,294

Expenses

$294,692

Net Income

$475,602

Net Assets

$4,544,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,573	39.0%
Interest Revenue	$0
Dividends	$214,849	27.9%
Sales of Assets	$253,362	32.9%
Other Income	$1,510	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,750	93.6%
Compensation of Officers*	$18,177	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,548,098
Total Liabilities	$3,577
Net Assets	$4,544,521

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$18,177	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie Mcintyre (Trustee)	$0	$0

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990-PF

Filed on Aug. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Revenue

$337,673

Expenses

$253,523

Net Income

$84,150

Net Assets

$4,254,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$170,948	50.6%
Sales of Assets	$166,725	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,000	87.2%
Compensation of Officers*	$17,704	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,267,724
Total Liabilities	$12,793
Net Assets	$4,254,931

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$17,704	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie (Trustee)	$0	$0

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990-PF

Filed on May 29, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$839,101

Expenses

$306,395

Net Income

$532,706

Net Assets

$4,226,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$389,457	46.4%
Interest Revenue	$0
Dividends	$142,687	17.0%
Sales of Assets	$306,957	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,625	88.3%
Compensation of Officers*	$17,190	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,232,532
Total Liabilities	$5,926
Net Assets	$4,226,606

Compensation

Key Employees and Officers	Compensation	Other
The Mark Orgel Investment Group (Trustee)	$17,190	$0
Timothy Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie (Trustee)	$0	$0

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990-PF

Filed on June 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$709,477

Expenses

$206,327

Net Income

$503,150

Net Assets

$4,036,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$337,329	47.5%
Interest Revenue	$0
Dividends	$181,711	25.6%
Sales of Assets	$190,437	26.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,300	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,038,168
Total Liabilities	$1,630
Net Assets	$4,036,538

Compensation

Key Employees and Officers	Compensation	Other
Timothy Scobie (Trustee)	$0	$0
William Scobie (Trustee)	$0	$0
Lori Geissler (Trustee)	$0	$0
Stephanie Scobie (Trustee)	$0	$0

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990-PF

Filed on Aug. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$397,926

Expenses

$282,821

Net Income

$115,105

Net Assets

$3,725,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$191,023	48.0%
Interest Revenue	$0
Dividends	$189,626	47.7%
Sales of Assets	$17,277	4.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$256,933	90.8%
Compensation of Officers*	$16,840	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,732,671
Total Liabilities	$6,849
Net Assets	$3,725,822

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$723,902

Expenses

$271,909

Net Income

$451,993

Net Assets

$3,623,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$390,713	54.0%
Interest Revenue	$0
Dividends	$140,765	19.4%
Sales of Assets	$192,091	26.5%
Other Income	$333	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,500	88.4%
Compensation of Officers*	$12,386	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,633,194
Total Liabilities	$9,379
Net Assets	$3,623,815

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$574,777

Expenses

$273,205

Net Income

$301,572

Net Assets

$3,223,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$399,929	69.6%
Interest Revenue	$0
Dividends	$92,902	16.2%
Sales of Assets	$81,946	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,706	89.9%
Compensation of Officers*	$14,726	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,225,732
Total Liabilities	$2,720
Net Assets	$3,223,012

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$449,145

Expenses

$302,372

Net Income

$146,773

Net Assets

$2,954,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$395,188	88.0%
Interest Revenue	$0
Dividends	$81,638	18.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$279,500	92.4%
Compensation of Officers*	$15,064	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,954,792
Total Liabilities	$0
Net Assets	$2,954,792

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated June 30, 2025

B A Mason Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $895k (2024)

Expenses $304k (2024)

Total Assets $5.54M (2024)

Total Liabilities $12.7k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$895k (2024)

Expenses

$304k (2024)

Total Assets

$5.54M (2024)

Total Liabilities

$12.7k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001