MINNESOTA MASONIC CHARITIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MINNESOTA MASONIC CHARITIES (EIN 41-1495325)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-23
- IRS object ID
- 202432979349301438
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-23T13:17:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411495325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA MASONIC CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINN | BusinessNameControlTxt |
| Phone | 9529487000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 MASONIC HOME DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE MORK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9529487000 | PhoneNum |
| Signature | 2024-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN MELZAREK | PreparerPersonNm |
| PTIN | P02080879 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2024-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC J NEETENBEEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 MASONIC HOME DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $878,036 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MNMASONICCHARITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT, PLANNING, AND SUPERVISION OF AFFILIATED 501(C)(3) EXEMPT ORGANIZATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,430,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $754,280 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $389 | PYOtherRevenueAmt |
| CY Other Revenue | $84,675 | CYOtherRevenueAmt |
| PY Total Revenue | $1,430,555 | PYTotalRevenueAmt |
| CY Total Revenue | $838,955 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,266,890 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,232,078 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,519,357 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,977,365 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $423,540 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $727,797 | PYOtherExpensesAmt |
| CY Other Expenses | $903,816 | CYOtherExpensesAmt |
| PY Total Expenses | $5,514,044 | PYTotalExpensesAmt |
| CY Total Expenses | $6,113,259 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,083,489 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,274,304 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,075,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,431,114 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,740,106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,611,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$34,664,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$31,180,341 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MINNESOTA MASONIC CHARITIES AND AFFILIATES' PRIMARY PURPOSES ARE TO HELP, AID AND ASSIST THE MASONIC FAMILY AND OTHERS, GUIDED BY THE MASONIC PRINCIPLES OF BROTHERLY LOVE, RELIEF AND TRUTH, BY (A) PROVIDING FINANCIAL OR OTHER ASSISTANCE TO NON-PROFIT TAX EXEMPT ENTITIES THAT PROVIDE FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF THE ELDERLY; (B) PROMOTING RESEARCH AND ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER, CHILDHOOD LANGUAGE DISORDERS, PHYSICAL, EMOTIONAL AND MENTAL MALADIES OF THE YOUTH; (C) ASSISTING STUDENTS IN OBTAINING HIGHER EDUCATION; (D) THE COLLECTION, PRESERVATION AND DISSEMINATION OF HISTORICAL KNOWLEDGE ABOUT MASONRY IN MINNESOTA; AND (E) TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUSTS, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,232,078 | ExpenseAmt |
| Grant | $3,232,078 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MINNESOTA MASONIC CHARITIES AND AFFILIATES' PRIMARY PURPOSES ARE TO HELP, AID AND ASSIST THE MASONIC FAMILY AND OTHERS, GUIDED BY THE MASONIC PRINCIPLES OF BROTHERLY LOVE, RELIEF AND TRUTH, BY (A) PROVIDING FINANCIAL OR OTHER ASSISTANCE TO NON-PROFIT TAX EXEMPT ENTITIES THAT PROVIDE FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF THE ELDERLY; (B) PROMOTING RESEARCH AND ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER, CHILDHOOD LANGUAGE DISORDERS, PHYSICAL, EMOTIONAL AND MENTAL MALADIES OF THE YOUTH; (C) ASSISTING STUDENTS IN OBTAINING HIGHER EDUCATION; (D) THE COLLECTION, PRESERVATION AND DISSEMINATION OF HISTORICAL KNOWLEDGE ABOUT MASONRY IN MINNESOTA; AND (E) TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUSTS, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES. | Desc |
| Total Program Service Expenses | $3,232,078 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE MORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9529486205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 MASONIC HOME DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| ERIC J NEETENBEEK | |||||||||
| PRESIDENT/CEO - CHARITIES | 40.00 | 36.00 | Yes (X) | $430,564 | $0 | $34,208 | |||
| JOHN SCHWIETZ | |||||||||
| COO - CHARITIES | 36.00 | 4.00 | $356,108 | $0 | $32,162 | Yes (X) | |||
| SUE MORK | |||||||||
| CFO - CHARITIES | 36.00 | 4.00 | Yes (X) | $224,702 | $0 | $25,215 | |||
| LAUREN HAUTER | |||||||||
| DIRECTOR OF MARKETING AND COMMUNICATIONS | 40.00 | 0.00 | $132,861 | $0 | $15,995 | Yes (X) | |||
| MARCUS MUELLER | |||||||||
| FUND DEVELOPMENT MANAGER | 40.00 | 0.00 | $122,907 | $0 | $18,443 | Yes (X) | |||
| PAUL C HIMMLER | |||||||||
| CHAIR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN L COOK | |||||||||
| VICE CHAIR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY A HANSON | |||||||||
| TREASURER | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEVEN R JOHNSON | |||||||||
| SECRETARY | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| SHARON BARLOW | |||||||||
| WORTHY GRAND MATRON | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| DAYTON L BERG | |||||||||
| GRAND MASTER | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| BARBARA BRIHN | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT L DARLING | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT S DAVIS | |||||||||
| SENIOR GRAND WARDEN | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT L FENDLER | |||||||||
| DIRECTOR (THRU APRIL 2023) | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| TONY R KRALL | |||||||||
| DIRECTOR (THRU APRIL 2023) | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| G ROGER MCNEAR III | |||||||||
| DIRECTOR (THRU APRIL 2023) | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID E OLSON | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| JAMES H PROCTOR | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL S ROSENZWEIG | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| FOSTER SOLEM | |||||||||
| DEPUTY GRAND MASTER | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID S WETHING | |||||||||
| DIRECTOR | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| PAM J WILLETTE | |||||||||
| DIRECTOR (THRU APRIL 2023) | 1.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,267,142 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $126,023 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON LARSON ALLEN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH 6TH ST UNIT 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING AND AUDIT | ServicesDesc |
| Compensation | $110,955 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $39,264 | FundraisingAmt |
| All Other Contributions | $715,016 | AllOtherContributionsAmt |
| Total Contributions | $754,280 | TotalContributionsAmt |
| Fundraising Gross Income | $100,966 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $39,264 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,081 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,885 | TotalRevenueColumnAmt |
| Exclusion | $61,885 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,790 | TotalRevenueColumnAmt |
| Exclusion | $22,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,790 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $838,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,675 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,203 | TotalAmt |
| Program Services | $2,212,203 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,875 | TotalAmt |
| Program Services | $1,019,875 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,102,959 | TotalAmt |
| Management And General | $1,102,959 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,735 | TotalAmt |
| Management And General | $405,198 | ManagementAndGeneralAmt |
| Fundraising | $361,537 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,692 | TotalAmt |
| Management And General | $14,692 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,448 | TotalAmt |
| Management And General | $18,448 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,531 | TotalAmt |
| Management And General | $74,531 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,996 | TotalAmt |
| Management And General | $249,996 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,152 | TotalAmt |
| Management And General | $14,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,068 | TotalAmt |
| Management And General | $108,068 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,227 | TotalAmt |
| Management And General | $164,227 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,739 | TotalAmt |
| Management And General | $96,739 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,222 | TotalAmt |
| Management And General | $27,443 | ManagementAndGeneralAmt |
| Fundraising | $22,779 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,529 | TotalAmt |
| Management And General | $45,564 | ManagementAndGeneralAmt |
| Fundraising | $17,965 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,630 | TotalAmt |
| Management And General | $8,630 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $58,142 | $58,142 | |
| EVENTS | $56,409 | $35,150 | $21,259 |
| DUES & SUBSCRIPTIONS | $33,702 | $33,702 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,113,259 | TotalAmt |
| Program Services | $3,232,078 | ProgramServicesAmt |
| Management And General | $2,457,641 | ManagementAndGeneralAmt |
| Fundraising | $423,540 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,022,487 | BOYAmt |
| EOY | $522,077 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,259 | BOYAmt |
| EOY | $26,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,622 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,909 | BOYAmt |
| EOY | $41,501 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,003,305 | BOYAmt |
| EOY | $14,841,526 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,075,960 | BOYAmt |
| EOY | $15,431,114 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,469 | BOYAmt |
| EOY | $459,165 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,721,608 | BOYAmt |
| EOY | $37,016,896 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,632,029 | BOYAmt |
| EOY | $9,135,394 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,740,106 | BOYAmt |
| EOY | $46,611,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$39,389,017 | BOYAmt |
| EOY | -$35,905,212 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,724,871 | BOYAmt |
| EOY | $4,724,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$34,664,146 | BOYAmt |
| EOY | -$31,180,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,075,960 | BOYAmt |
| EOY | $15,431,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,274,304 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $133,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,625,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,330,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,161,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,476,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,430,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,246 | CurrentTaxYearAmt |
| Total | $7,253,869 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,330,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,161,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,476,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,430,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,246 | CurrentTaxYearAmt |
| Total | $7,253,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,844,078 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,409,791 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $22,790 | CurrentTaxYearAmt |
| Total | $44,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,297,884 | TotalSupportAmt |
| Public Support CY170 | 0.60430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 1,315. 2020 AMOUNT: $ 410. 2023 AMOUNT: $ 22,790. FUNDRAISING EVENT REVENUES - 2019 AMOUNT: $ 19,500. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,622 | DepreciationAmt |
| Book Value | $41,501 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,501 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $14,841,526 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,841,526 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $9,135,394 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,135,394 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(1) OF THE CODE AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OTHER TAXES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $140,230 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $39,264 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $100,966 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,814 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,208 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,059 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $140,230 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $39,264 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $100,966 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,814 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,208 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,059 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,081 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $61,885 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ANNANDALE AREA COMM FOOD SHELF | ||||||||
| 390 ANNANDALE BLVD | ANNANDALE | MN | 55302 | 363297409 | 501(C)(3) | $7,614 | $0 | FOOD SHELF PROGRAM |
| BUFFALO FOOD SHELF | ||||||||
| 301 12TH AVE S | BUFFALO | MN | 55313 | 411888259 | 501(C)(3) | $9,826 | $0 | FOOD SHELF PROGRAM |
| CRESENT COVE | ||||||||
| 4201 58TH AVENUE N | BROOKLYN CENTER | MN | 55429 | 271035515 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| EAGLES HEALING NEST | ||||||||
| 310 HWY 71 N | SAUK CENTER | MN | 56378 | 460617435 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| FACE IT FOUNDATION | ||||||||
| 2500 HWY 88 | ST ANTHONY | MN | 55418 | 271391950 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| FAMILY PATHWAYS | ||||||||
| 6413 OAK STREET | NORTH BRANCH | MN | 55056 | 411332828 | 501(C)(3) | $5,200 | $0 | FOOD SHELF PROGRAM |
| FIELD ELEMENTARY PTA | ||||||||
| 4645 FOURTH AVE S | MINNEAPOLIS | MN | 55419 | 911987659 | 501(C)(3) | $7,805 | $0 | GENERAL SUPPORT |
| HELPING PAWS INC | ||||||||
| PO BOX 634 | HOPKINS | MN | 55343 | 411628876 | 501(C)(3) | $16,206 | $0 | GENERAL SUPPORT |
| JACKS BASKET | ||||||||
| 1170 RED FOX ROAD | ARDEN HILLS | MN | 55112 | 814310519 | 501(C)(3) | $16,271 | $0 | GENERAL SUPPORT |
| JOBS DAUGHTERS FOUNDATION OF MN | ||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 411867332 | OTHER | $10,000 | $0 | SCHOLARSHIP |
| MN ASSISTANCE COUNCIL FOR VETERANS | ||||||||
| 2700 E LAKE STREET STE 3350 | MINNEAPOLIS | MN | 55406 | 411694717 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| MN DEMOLAY | ||||||||
| PO BOX 54 | ROSEMOUNT | MN | 55068 | 416028976 | OTHER | $10,000 | $0 | GENERAL SUPPORT |
| MN GRAND CHAPTER ORDER OF THE EASTER STAR | ||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 410460471 | OTHER | $20,483 | $0 | SCHOLARSHIPS |
| NEAR FOOD SHELF | ||||||||
| 5209 WEST BROADWAY | CRYSTAL | MN | 55429 | 411279766 | 501(C)(3) | $6,259 | $0 | FOOD SHELF PROGRAM |
| NORTHER STAR SCOUTING | ||||||||
| 393 MARSHALL AVE | ST PAUL | MN | 55102 | 203000282 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| RED WING BOYS AND GIRLS HS SWIM TEAMS | ||||||||
| 2451 EAGLE RIDGE DRIVE | RED WING | MN | 55066 | 411489387 | OTHER | $7,213 | $0 | GENERAL SUPPORT |
| RITE CARE OF MPLS-ST PAUL | ||||||||
| 7201 OHM S LANE SUITE 225 | ST PAUL | MN | 55439 | 200282125 | 501(C)(3) | $50,000 | $0 | CHILDHOOD LANGUAGE DISORDERS |
| RIVERWORKS COMMUNITY DEVELOPMENT | ||||||||
| 8230 CEDAR ST | ROCKFORD | MN | 55373 | 264143579 | 501(C)(3) | $10,000 | $0 | FOOD SHELF AND COMMUNITY PROGRAMS |
| SIMON SAYS GIVE INC | ||||||||
| 3440 FEDERAL DR | EAGAN | MN | 55121 | 454015006 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| THE VALLEY OF ROCHESTER SCOTTISH RITE CHILDREN'S FOUNDATION | ||||||||
| 2002 2ND STREET SW | ROCHESTER | MN | 55902 | 205408116 | OTHER | $50,000 | $0 | SCOTTISH RITE CHILDREN'S LANGUAGE PROGRAM |
| VETERANS HONOR FLIGHT OF NDMN | ||||||||
| PO BOX 644 | WEST FARGO | MN | 58078 | 473473590 | 501(C)(3) | $12,390 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 344 | RecipientCnt |
| Cash Grant | $1,019,875 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MINNESOTA MASONIC CHARITIES (HEREINAFTER MMC) MONITORS THE GRANTS IT APPROVES IN VARIOUS WAYS DEPENDING UPON THE NATURE OF THE GRANT MADE AND THE SIZE OF THE GRANT. GRANTS TO NON AFFILIATED CORPORATIONS ARE MADE PURSUANT TO A GRANT APPLICATION FORM WHEREIN THE ORGANIZATION SEEKING THE GRANT SPECIFIES THE PURPOSES TO WHICH THE FUNDS WILL BE EXPENDED AND THEN CERTIFIES THAT IT SHALL USE THE FUNDS IN THE MANNER DESCRIBED IN THE GRANT APPLICATION AND THAT IF THE FUNDS ARE NOT TO BE USED FOR THAT PURPOSE THEY WILL BE RETURNED. MMC MANAGEMENT MONITORS THE USE OF THE GRANT FUNDS THROUGH REPORTS GENERATED BY THE GRANT RECEIVING ORGANIZATION AND STATEMENTS SHOWING THE USE TO WHICH THE FUNDS HAVE BE PUT. MMC MAKES A NUMBER OF SCHOLARSHIP GRANTS EACH YEAR. THESE GRANTS ARE MADE TO THE STUDENT AND THE EDUCATIONAL ORGANIZATION JOINTLY TO ENSURE THE APPROPRIATE APPLICATION OF THE SCHOLARSHIP FUNDS. IN THE CASE OF RENEWAL SCHOLARSHIPS, THE STUDENT MUST SUBMIT EVIDENCE OF GOOD ACADEMIC STANDING AND CONTINUING ENROLLMENT AT THE INSTITUTION. SCHOLARSHIP GRANTS ARE THEN MADE TO THE STUDENT AND INSTITUTION JOINTLY. GRANTS OF $10,000 OR MORE ARE REVIEWED BY SENIOR ADMINISTRATION TO ENSURE THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSE DESCRIBED IN THE GRANT. THE REVIEW CONSISTS OF RECEIVING REPORTS OF THE EXPENDITURE OF THE FUNDS, THE ACTIONS TAKEN AS A RESULT OF THE GRANT AND THE APPARENT EFFECTIVENESS OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC J NEETENBEEK | ||||||||||||||
| PRESIDENT/CEO - CHARITIES | $345,564 | $0 | $85,000 | $0 | $0 | $0 | $16,678 | $0 | $17,530 | $0 | $464,772 | $0 | $0 | $0 |
| JOHN SCHWIETZ | ||||||||||||||
| COO - CHARITIES | $257,812 | $0 | $98,296 | $0 | $0 | $0 | $9,900 | $0 | $22,262 | $0 | $388,270 | $0 | $0 | $0 |
| SUE MORK | ||||||||||||||
| CFO - CHARITIES | $199,702 | $0 | $25,000 | $0 | $0 | $0 | $7,865 | $0 | $17,350 | $0 | $249,917 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY A RELATED ORGANIZATION THAT USES THE FOLLOWING METHODS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES TO ITS RELATED MINNESOTA MASONIC CHARITIES ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THIS CORPORATION, WITH VOTING RIGHTS, IS THE GRAND LODGE OF MINNESOTA, A MINNESOTA NONPROFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF MINNESOTA MASONIC CHARITIES SHALL BE COMPRISED OF THE GRAND MASTER AND DEPUTY GRAND MASTER OF THE GRAND LODGE OF MINNESOTA AND THE WORTHY GRAND MATRON OF THE GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF MINNESOTA PLUS UP TO TWELVE ADDITIONAL DIRECTORS TO BE ELECTED BY THE MEMBERS OF THE GRAND LODGE OF MINNESOTA AT ITS ANNUAL COMMUNICATION MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S ARTICLES OF INCORPORATION MAY BE AMENDED OR RESTATED, AND THE BYLAWS MAY BE AMENDED, REPEALED, OR NEW BYLAWS MAY BE ADOPTED ONLY BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS THEN HOLDING OFFICE, AND AS APPROVED BY THE SOLE MEMBER OF THIS CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY MANAGEMENT AND WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFIDENTIAL DISCLOSURE STATEMENT TO THE CEO OR CHAIRMAN OF THE MINNESOTA MASONIC CHARITIES BOARD OF DIRECTORS BY MAY 1 OF EACH YEAR. IF ANY DISCLOSURE STATEMENT INDICATES THE POTENTIAL FOR A CONFLICT OF INTEREST, THE CEO AND, IF NECESSARY, THE CHAIRMAN OF THE BOARD WILL MEET WITH THE AFFECTED INDIVIDUAL TO RESOLVE HOW THE INDIVIDUAL MAY PARTICIPATE IN GOVERNANCE OR MANAGEMENT ACTIVITIES ASSOCIATED WITH THE POTENTIAL CONFLICT OF INTEREST. EACH STAFF PERSON WILL VOLUNTARILY ABSTAIN FROM PARTICIPATION IN ANY MINNESOTA MASONIC CHARITIES ACTIVITY IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY A RELATED ORGANIZATION THAT USES THE FOLLOWING METHODS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO / FROM AFFILIATES 8,625,000. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MINNESOTA MASONIC CHARITIES FUNDS | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 411495321 | INVESTMENTS | MN | 501(C)(3) | LINE 12A, I | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC HOME CARE CENTER | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 410693872 | NURSING HOME | MN | 501(C)(3) | LINE 10 | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC HOME CLUSTER HOMES | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 411694835 | SENIOR HOUSING | MN | 501(C)(3) | LINE 10 | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC ELDER SERVICES | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 411756132 | MANAGEMENT SERVICES | MN | 501(C)(3) | LINE 12A, I | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MASONIC CANCER CENTER FUND INC | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 410849479 | FUNDRAISING | MN | 501(C)(3) | LINE 7 | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC HISTORICAL SOCIETY AND MUSEUM | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 411788642 | EDUCATION | MN | 501(C)(3) | LINE 12A, I | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC CHARITIES HOLDING CORP | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 452102682 | REAL ESTATE HOLDINGS | MN | 501(C)(2) | MINNESOTA MASONIC CHARITIES | Yes (1) | ||
| MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS | |||||||||||
| 28 W 2ND STREET | DULUTH | MN | 55802 | 411420162 | CHILDREN'S SPEECH AND LANGUAGE CLINIC | MN | 501(C)(3) | LINE 7 | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| MINNESOTA MASONIC HISTORIC BUILDINGS | |||||||||||
| 4 WEST 2ND STREET | DULUTH | MN | 55802 | 475588074 | HISTORICAL BUILDINGS | MN | 501(C)(3) | LINE 12D, III-O | MINNESOTA MASONIC CHARITIES | Yes (1) | |
| GRAND LODGE OF AF & AM OF MINNESOTA | |||||||||||
| 11501 MASONIC HOME DRIVE | BLOOMINGTON | MN | 55437 | 410123134 | CHARITABLE SERVICES | MN | 501(C)(8) & (C)(10) | LINE 12D, III-O | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA MASONIC HOMES MANAGEMENT CONSULTING SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11501 MASONIC HOME DRIVE | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411963774 | EIN |
| Primary Activities | CONSULTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNESOTA MASONIC CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MINNESOTA MASONIC CHARITIES FUNDS | ||
| S | $12,625,000 | CASH |
| MINNESOTA MASONIC CHARITIES SOCIETY AND MUSEUM | ||
| R | $2,700,000 | CASH |
| MINNESOTA MASONIC CHARITIES CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS | ||
| R | $800,000 | CASH |
| MINNESOTA MASONIC HISTORICAL BUILDINGS | ||
| R | $500,000 | CASH |
Comments