2023-11-15T11:51:18-06:00 2023-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2022-07-01 430653370 MASONIC HOME OF MISSOURI MASO 5738144663 6033 MASONIC DRIVE STE A COLUMBIA MO 65202 BARBARA RAMSEY EXECUTIVE DIRECTOR 5738144663 2023-11-14 1 BARBARA RAMSEY 999009999 0 RYAN HENRY P01749573 5734426171 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLIE WIEGERT 6033 MASONIC DRIVE STE A COLUMBIA MO 65202 9477449 0 X HTTP://WWW.MOHOME.ORG X 1889 MO THE MASONIC HOME PROVIDES ASSISTANCE TO MISSOURI MASTER MASONS, THEIR WIVES OR WIDOWS, FEMALE MEMBERS OF THE ORDER OF THE EASTERN STAR AND MASONIC CHILDREN. ASSISTANCE IS ALSO PROVIDED STATEWIDE TO CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. IN ADDITION, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO HELP GIVE VETERANS THE OPPORTUNITY TO VISIT THEIR MEMORIAL THROUGH THE HONOR FLIGHT PROGRAM OR TO ACTIVE MILITARY THROUGH CARE PACKAGES. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY AND NON-FINANCIALLY TO THOSE ELIGIBLE APPLICANTS IN DISTRESS THROUGH THE OUTREACH SERVICES PROGRAMS. 13 13 23 275 0 0 1612008 1986820 0 0 9135509 -3697373 -17725 -20030 10729792 -1730583 2013292 2209876 0 0 1122389 1239839 0 0 628468 1889672 1952699 5025353 5402414 5704439 -7132997 160972712 170733365 319442 179719 160653270 170553646 X TO ASSIST ELIGIBLE ADULTS AND CHILDREN IN NEED BY PRACTICING THE PRINCIPLES OF FREEMASONRY. 0 0 3890997 2209876 THE LIVES OF 47,802 INDIVIDUALS WERE IMPACTED WITH OVER $2.2 MILLION IN DIRECT FINANCIAL ASSISTANCE PROVIDED BY THE MASONIC HOME DURING TAX YEAR 2022. THIS IS THE MOST ASSISTANCE PROVIDED AND THE MOST AMOUNT OF PEOPLE IMPACTED SINCE THE INCEPTION OF THE OUTREACH PROGRAMS OVER 30 YEARS AGO. THE LIVES OF 38,300 CHILDREN AND 6 VETERANS WERE IMPACTED THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING, WHILE 79 INDIVIDUALS AND MASONIC CHILDREN RECEIVED FINANCIAL ASSISTANCE. IN ADDITION, THE MASONIC HOME TOUCHED THE LIVES OF OVER 9,410 INDIVIDUALS THROUGH NON-FINANCIAL PROGRAMS. THE MASONIC HOME'S 10 OUTREACH PROGRAMS INCLUDE 3 FINANCIAL ASSISTANCE PROGRAMS, 3 PARTNERSHIP PROGRAMS, AND 4 RECOGNITION AND RESOURCE PROGRAMS. THE FINANCIAL PROGRAMS INCLUDE LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, AND CHILDREN'S OUTREACH. 79 MASONIC-AFFILIATED ADULTS AND CHILDREN RECEIVED FINANCIAL ASSISTANCE TO MEET THEIR MONTHLY NEEDS OR FOR MEDICAL AND OTHER EXPENSES.THE PARTNERSHIP PROGRAMS INCLUDE CREATING-A-PARTNERSHIP, PARTNERING TO HONOR, AND MASONIC FAMILY CARES. APPROXIMATELY 38,300 CHILDREN STATEWIDE RECEIVED ASSISTANCE THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING WITHIN THE CREATING-A-PARTNERSHIP PROGRAM. THROUGH THIS PROGRAM, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS AND WORKS WITH THE LODGE OR CHAPTER TO MEET THESE NEEDS. THROUGH THE PARTNERING TO HONOR PROGRAM, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO HELP GIVE VETERANS THE OPPORTUNITY TO VISIT THEIR MEMORIAL THROUGH THE HONOR FLIGHT PROGRAM OR TO ACTIVE MILITARY THROUGH CARE PACKAGES. 6 VETERANS' LIVES WERE TOUCHED THROUGH THIS PROGRAM. THE MASONIC FAMILY CARES PROGRAM HELPS FACILITATE CONNECTIONS BETWEEN LODGES AND CHAPTERS AND THE MASONIC BROTHERS AND SISTERS IN THEIR COMMUNITIES. WHEN A NEED ARISES, THE MASONIC HOME PROVIDES PROJECT FUNDING, WHILE THE LODGES AND CHAPTERS PERFORM THE WORK. 9,417 LIVES WERE TOUCHED THROUGH THE RECOGNITION AND RESOURCE PROGRAMS WHICH INCLUDE: SOCIAL SERVICES, FINANCIAL EDUCATION, THE WIDOWS PROGRAM, AND THE VETERANS PROGRAM. THESE PROGRAMS ARE DESIGNED TO ASSIST MASONS, THEIR WIVES OR WIDOWS, OR LADIES OF THE EASTERN STAR BY LOCATING SERVICES, PROVIDING EDUCATION ON BASIC PERSONAL FINANCE, HONORING VETERANS, ACTIVE MILITARY AND MASONIC WIDOWS, AND INFORMING INDIVIDUALS OF THE FINANCIAL AND NON-FINANCIAL SERVICES OF THE MASONIC HOME, SHOULD THEY FIND THEMSELVES IN NEED. 3890997 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 41 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 0 X X JODI BLAKE DIRECTOR OF FINANCE 5738144663 6033 MASONIC DRIVE SUITE A COLUMBIA MO 65202 ASHLEY W YOUNG DIRECTOR 2.00 X 0 0 0 CHARLIE WIEGERT PRESIDENT 3.00 7.00 X X 0 0 0 CHRISTOPHER NICKLE DIRECTOR 3.00 5.00 X 0 0 0 EMMETT BRYSON DIRECTOR 3.00 5.00 X 0 0 0 GALE BENNINGTON DIRECTOR 2.00 X 0 0 0 JAMES HARDY DIRECTOR 3.00 1.50 X 0 0 0 JEFFREY HENTY DIRECTOR 2.00 0.50 X 0 0 0 JOSHUA THOMPSON SECRETARY 3.00 2.50 X X 0 0 0 K PORTER HENSEN DIRECTOR 2.00 X 0 0 0 KEVIN FULLER VICE PRESIDENT 3.00 7.00 X 0 0 0 RICHARD W KAESER JR HONORARY CHAIRMAN 2.50 28.00 X X 0 0 0 ROBERT GEPHARDT TREASURER 3.00 X X 0 0 0 TERRY A YARBROUGH DIRECTOR 2.00 X 0 0 0 BARBARA A RAMSEY EXECUTIVE DIRECTOR 40.00 X 132701 0 19019 JODI M BLAKE DIRECTOR OF FINANCE & DEVE 40.00 X 113439 0 7058 246140 0 26077 2 0 1 0 COMMERCE TRUST COMPANY 901 E BROADWAY COLUMBIA MO 65205 INVESTMENT MANAGEMENT 228210 1 113642 1873178 91614 1986820 738118 738118 6837 6837 24090 32010 -7920 -7920 -7920 6680605 11116096 -4435491 -4435491 -4435491 36680 113642 59926 -23246 -23246 MISCELLANEOUS 900099 4299 4299 4299 -1730583 0 0 -3717403 724396 724396 1485480 1485480 327339 168280 71389 87670 689574 345576 156527 187471 31992 18402 3047 10543 119973 68644 24258 27071 70961 36480 15174 19307 6325 100 6225 52291 6274 43974 2043 333395 222263 111132 69043 58979 10064 78286 17631 23586 37069 60927 18355 16969 25603 172733 92146 71648 8939 79975 24376 40745 14854 17048 5517 7269 4262 484209 250846 212466 20897 117861 34467 78540 4854 MEMBER LIST - GRAND LDG 250000 146480 103520 PUBLICATIONS 186258 133397 52861 MUSUEM DISPLAY 26873 26873 DONOR RECOGNITION 11182 11182 6293 6035 258 5402414 3890997 882949 628468 270876 890363 17302956 8800765 1888840 1339228 75500 84901 214716 240955 15109024 7233038 8325583 7875986 130389812 148877923 2504429 2623244 160972712 170733365 186021 60216 133421 119503 319442 179719 X 83707678 87867091 76945592 82686555 160653270 170553646 160972712 170733365 X -7132997 16835762 197611 X X 0 1 X 1 0 X 1170931 1149175 1242559 1612008 1986820 7161493 1170931 1149175 1242559 1612008 1986820 7161493 629362 6532131 3413725 3322927 2481401 774782 769045 10761880 34690 15826 14861 36879 40979 143235 18066608 0.36160 0.29890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 70694569 6752923 46546 138606 77262340 79817430 -8929352 31196 162313 70694569 66311275 14849582 1185987 157440 79817430 65260656 2668084 1470429 147036 66311275 61801932 100 5087665 1478449 150592 65260656 0.00000 0.40223 0.59777 0 0 575058 575058 12992761 5971439 7021322 269284 276299 -7015 1271921 985300 286621 7875986 ACCRUED PAYROLL AND PAYROLL TAXES 115155 CHARITABLE GIFT ANNUITY LIABILITY 4348 119503 15061332 16835762 197611 17033373 -1972041 333395 -91937 241458 -1730583 5160956 91937 91937 5069019 333395 333395 5402414 PART V, LINE 4: INCOME (INTEREST AND DIVIDENDS, NET OF FEES) GENERATED FROM THE ENDOWMENT FUNDS IS USED TO HELP FUND OPERATING EXPENSES, WHICH MAY INCLUDE MANAGEMENT AND GENERAL EXPENSES, FUNDRAISING EXPENSES AND/OR PROGRAM EXPENSES NOT OTHERWISE SUPPORTED THROUGH DONATIONS. IT IS THE POLICY OF THE MASONIC HOME THAT THE APPRECIATION OF THE ORIGINAL GIFTS NOT BE EXPENDED, EXCEPT IN THE CASE OF A CATASTROPHIC EVENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 197,611. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -32,011. FUNDRAISING EXPENSES -59,926. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 32,011. FUNDRAISING EXPENSES 59,926. DONOR DINNER 82252 62827 19425 30705 6988 GOLF TOURNAMENT 63570 46315 17255 7390 858 10510 1 4500 4500 3475 150322 113642 36680 7390 31563 20973 59926 -23246 1 ALPHAPOINTE 7501 PROSPECT KANSAS CITY MO 64132 440552486 501(C)(3) 8363 0 ASSISTED 60 CHILDREN BY PROVIDING ASSISTIVE TECHNOLOGY. AVA R-1 SCHOOLS 407 N SPRING ST AVA MO 65608 446001736 501(C)(3) 24000 0 ASSISTED APPROX 740 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. BABY GRACE PO BOX 42 TURNEY MO 64493 432345330 501(C)(3) 10500 0 ASSISTED 100 CHILDREN BY PROVIDING BABY SUPPLIES. BRANSON UNITED METHODIST CHURCH 76 COUNTRY BLVD BRANSON MO 65616 431133688 501(C)(3) 7500 0 ASSISTED 150 CHILDREN BY PROVIDING SOCKS AND SHOES. CALDWELL COUNTY FOUNDATION INC 23 W MAIN ST KINGSTON MO 64650 311580495 501(C)(3) 6000 0 ASSISTED 300 CHILDREN BY PROVIDING CLOTHING, DIAPERS AND WIPES. CARE TO LEARN 1740 GLENSTONE AVE STE R SPRINGFIELD MO 65804 471494384 501(C)(3) 11001 0 ASSISTED 334 CHILDREN BY PROVIDING FOOD, CLOTHING AND SHOES. CENTER SCHOOL DISTRICT #58 8701 HOLMES RD KANSAS CITY MO 64131 446002102 501(C)(3) 9600 0 ASSISTED 192 CHILDREN BY PAYING PAST DUE SCHOOL LUNCH BALANCES. CENTRAL R-III SCHOOL DISTRICT 200 HIGH ST PARK HILLS MO 63601 430864122 501(C)(3) 15000 0 ASSISTED 300 CHILDREN BY PAYING PAST DUE SCHOOL LUNCH BALANCES. CHILDREN'S HAVEN OF SW MISSOURI 711 S PICHER JOPLIN MO 64801 043603881 501(C)(3) 15000 0 ASSISTED 150 CHILDREN BY PROVIDING COATS, CLOTHING, AND SCHOOL SUPPLIES. CLARK COUNTY R-1 SCHOOL DISTRICT 427 W CHESTNUT KAHOKA MO 63445 430829632 501(C)(3) 44314 0 ASSISTED APPROX 500 CHILDREN BY PROVIDING FUNDS FOR PLAYGROUND EQUIPMENT. CLEARWATER FAMILY YOUTH CENTER PO BOX 484 PIEDMONT MO 63957 431807265 501(C)(3) 46350 0 ASSISTED APPROX 250 CHILDREN BY PROVIDING FUNDS FOR SPORTS EQUIPMENT. CLINTON COUNTY R-III SCHOOL DISTRICT 809 S 8TH ST CLINTON MO 64735 446001445 501(C)(3) 30435 0 ASSISTED 1,745 CHILDREN BY PROVIDING CLOTHING, SHOES, HYGIENE ITEMS AND FOOD THROUGH A BACKPACK PROGRAM. COMMUNITY CHILD CARE CENTER PO BOX 775 STEELVILLE MO 65565 300484159 501(C)(3) 5850 0 ASSISTED APPROX 75 CHILDREN BY PROVIDING FUNDS FOR PLAYGROUND IMPROVEMENTS AND SMARTBOARD DISPLAYS. COMMUNITY FOUNDATION OF NW MISSOURI 1006 W ST MAARTENS DR STE B ST JOSEPH MO 64506 270436182 501(C)(3) 45000 0 ASSISTED APPROX 400 CHILDREN BY PROVIDING FUNDS FOR SPORT COMPLEX IMPROVEMENTS. DORA R-III 613 CO RD 379 DORA MO 65637 446001504 501(C)(3) 12450 0 ASSISTED APPROX 5,870 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. EAST BUCHANAN SCHOOLS 100 SMITH ST GOWER MO 64454 430893695 501(C)(3) 24000 0 ASSISTED APPROX 137 CHILDREN BY PROVIDING CLOTHING, SHOOL SUPPLIES, AND FUNDS FOR THEIR BACKPACK PROGRAM. FARMINGTON R-7 SCHOOL DISTRICT 1 BLACK KNOGHT DR FARMINGTON MO 63640 436001232 501(C)(3) 6000 0 ASSISTED 320 CHILDREN BY PAYING PAST DUE SCHOOL LUNCH BALANCES AND PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. FIRST CHRISTIAN CHURCH OF LEBANON 500 S MADISON AVE LEBANON MO 65536 440581497 501(C)(3) 14100 0 ASSISTED APPROX 350 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. FOOD FOR THOUGHT 508 N SPRUCE ST PIERCE CITY MO 65723 853520855 501(C)(3) 30000 0 ASSISTED APPROX 2000 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. FOSTER ADOPT CONNECT INC 100 W 17TH ST MOUNTAIN GROVE MO 65711 431895965 501(C)(3) 6300 0 ASSISTED 125 CHILDREN BY PROVIDING CLOTHING, HYGIENCE AND BABY SUPPLIES. FOUNDATION FOR SPRINGFIELD PUBLIC SCHOOLS 1131 N BOONVILLE SPRINGFIELD MO 65802 431560366 501(C)(3) 11289 0 ASSISTED 451 CHILDREN BY PROVIDING COATS. FOX C-6 SCHOOL DISTRICT 1401 RIDGEWOOD SCHOOL RD ARNOLD MO 63010 436000853 501(C)(3) 6000 0 ASSISTED 250 CHILDREN BY PAYING PAST DUE SCHOOL LUNCH BALANCES. GAINESVILLE R-V 218 BULLDOG DR GAINESVILLE MO 65655 446005646 501(C)(3) 12450 0 ASSISTED 830 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. GASCONADE COUNTY R-II 3336 HWY 19 OWENSVILLE MO 65066 436001390 501(C)(3) 9262 0 ASSISTED 247 CHILDREN BY PROVIDING COATS AND PAYING PAST DUE SCHOOL LUNCH BALANCES. GREENVILLE R-II SCHOOL DISTRICT 127 WALNUT ST GREENVILLE MO 63944 436001506 501(C)(3) 47494 0 ASSISTED APPROX 1969 CHILDREN BY PROVIDING FUNDS FOR SPORTS FACILITIES RENOVATIONS AND COATS. KEARNEY ENRICHMENT COUNCIL 106 S JEFFERSON ST KEARNEY MO 64060 274998652 501(C)(3) 10500 0 ASSISTED 202 CHILDREN BY PROVIDING FOOD AND SCHOOL SUPPLIES. LESTERVILLE R-IV 33415 HWY 21 LESTERVILLE MO 63654 436002000 501(C)(3) 5100 0 ASSISTED APPROX 340 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. LOGAN ROGERSVILLE SCHOOL PTAPTA MISSOURI CONGRESS PO BOX 722 ROGERSVILLE MO 65742 237126453 501(C)(3) 15000 0 ASSISTED 500 CHILDREN BY PROVIDING CLOTHING AND SHOES. MANSFIELD R-4 306 W OHIO ST MANSFIELD MO 65407 446004986 501(C)(3) 9000 0 ASSISTED APPROX 600 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. MARCELINE R-V 400 E SANTA FE AVE MARCELINE MO 64658 436002173 501(C)(3) 5781 0 ASSISTED APPROX 385 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. MARSHFIELD R-1 170 STATE HWY DD MARSHFIELD MO 65706 446006015 501(C)(3) 7500 0 ASSISTED APPROX 500 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. NEVADA R-V SCHOOL DISTRICT 800 W HICKORY NEVADA MO 64772 446003641 501(C)(3) 7135 0 ASSISTED 78 CHILDREN BY PROVIDING CLOTHING AND SHOES. NEWBURG BACKPACKERS 16745 LAKEWOOD DR NEWBURG MO 65550 863508653 501(C)(3) 9030 0 ASSISTED APPROX 602 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. NORTH COUNTY R-1 300 BERRY RD BONNE TERRE MO 63628 430893813 501(C)(3) 23190 0 ASSISTED APPROX 280 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM AND PAYING PAST DUE SCHOOL LUNCH BALANCES. NORTH PLATTE R-I SCHOOL DISTRICT 212 W 6TH ST DEARBORN MO 64439 446005426 501(C)(3) 5400 0 ASSISTED 220 CHILDREN BY PROVIDING FOOD, CLOTHING, AND SCHOOL SUPPLIES. NORTHEAST VERNON COUNTY R-I 150 N HICKORY ST SCHELL CITY MO 64783 446004292 501(C)(3) 5501 0 ASSISTED 451 CHILDREN BY PROVIDING CLOTHING, SHOES AND WATER BOTTLE STATIONS. PARK HILL SCHOOL DISTRICT EDUCATION FOUNDATION 7703 NW BARRY RD KANSAS CITY MO 64153 431828615 501(C)(3) 42000 0 ASSISTED 235 HOMELESS CHILDREN BY PROVIDING FUNDS FOR SHELTER, TRANSPORTATION AND SCHOOL MEALS. PAWS4AUTISM 4065 SW PENDANT DR LEES SUMMIT MO 64082 273058379 501(C)(3) 7500 0 ASSISTED 1 CHILD BY PROVIDING A SPECIAL NEEDS CANINE. POLO R-VII SCHOOL DISTRICT 300 W SCHOOL ST POLO MO 64671 446004032 501(C)(3) 9000 0 ASSISTED APPROX 600 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. ROCK PORT YOUTH ATHLETICS ASSOCIATION INC 519 PARKVIEW DR ROCK PORT MO 64482 872755860 501(C)(3) 45000 0 ASSISTED APPROX 650 CHILDREN BY PROVIDING FUNDS FOR BASEBALL FIELD RENOVATIONS. THE LAWSON COMMUNITY FOUNDATION PO BOX 185 LAWSON MO 64062 833542105 501(C)(3) 41500 0 ASSISTED APPROX 225 CHILDREN BY PROVIDING FUNDS FOR PLAYGROUND EQUIPMENT. WALNUT GROVE R-V 300 W COLLEGE ST WALNUT GROVE MO 65770 446001469 501(C)(3) 7500 0 ASSISTED 102 CHILDREN BY PROVIDING COATS, CLOTHING, SHOES AND SCHOOL SUPPLIES. WILLARD CARE TO LEARNCOMMUNITY FOUNDATION OF THE OZARKS 4151 W DIVISION ST SPRINGFIELD MO 65802 237290968 501(C)(3) 5250 0 ASSISTED 70 CHILDREN BY PROVIDING FOOD, CLOTHING, AND HYGIENE ITEMS. WILLARD R-2 500 E KIME ST WILLARD MO 65802 446004826 501(C)(3) 5250 0 ASSISTED 70 CHILDREN BY PROVIDING CLOTHING. 44 CASH ASSISTANCE 79 1190921 PART I, LINE 2: GRANTS ARE PROVIDED DIRECTLY TO A SERVICE PROVIDER OR TO AN INDIVIDUAL. SERVICE PROVIDERS INCLUDE MEDICAL PROVIDERS, FACILITIES, UTILITIES, RETAIL ESTABLISHMENTS, ETC. RECEIPT OF PAYMENT IS REQUIRED. ASSISTANCE TO INDIVIDUALS IS MONITORED BY OUTREACH STAFF AND RECONCILED BY FINANCE STAFF. FULL FINANCIAL REASSESSMENTS ARE PERFORMED BY OUTREACH STAFF NOT LESS FREQUENTLY THAN EVERY SIX MONTHS. OVER $2.2 MILLION IN GRANTS WAS PROVIDED TO 79 INDIVIDUALS AND TO 215 ORGANIZATIONS WHICH IMPACTED THE LIVES OF AN ADDITIONAL 38,306 INDIVIDUALS. X X X 0 0 0 0 0 0 0 0 0 BARBARA A RAMSEY EXECUTIVE DIRECTOR 132701 0 0 0 0 0 7528 0 11491 0 151720 0 0 0 X 2 61729 FMV X OTHER - SILENT AUCTION & RAFFLE ITEMS 54 22100 FMV X OTHER - GIVEAWAY ITEMS 36 7785 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A FIVE MEMBERS OF THE BOARD OF DIRECTORS ARE OFFICERS OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF THE STATE OF MISSOURI, WITH THE TOP THREE OFFICERS HOLDING THE FOLLOWING OFFICES ON THE BOARD BY VIRTUE OF THEIR POSITION WITHIN THE GRAND LODGE: HONORARY CHAIRMAN, PRESIDENT AND VICE-PRESIDENT. THE REMAINING EIGHT MEMBERS OF THE BOARD OF DIRECTORS ARE MASTER MASONS IN GOOD STANDING IN MISSOURI LODGES. TWO MEMBERS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP OF THE GRAND LODGE AT THE ANNUAL CONVENTION EACH SEPTEMBER. VACANCIES AMONG THE BOARD OF DIRECTORS ARE FILLED BY THE BOARD UNTIL THE FOLLOWING ANNUAL COMMUNICATION OF THE GRAND LODGE AF & AM OF MISSOURI. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL ALTER, CHANGE OR AMEND THE BY-LAWS AT ANY REGULAR MEETING OF THE BOARD OF DIRECTORS BY A MAJORITY VOTE OF THE MEMBERS PRESENT. ALL SUCH ALTERATIONS, CHANGES OR AMENDMENTS SHALL BE SUBJECT TO RATIFICATION BY THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI AT THE NEXT ANNUAL COMMUNICATION OF THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI, EITHER THROUGH THE ADOPTION AND APPROVAL OF THE REPORT OF THE PRESIDENT OF THE BOARD TO THE ANNUAL COMMUNICATION OR BY DIRECT VOTE UPON THE MATTER DURING THE ANNUAL COMMUNICATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE FINANCE COMMITTEE TO REVIEW AND APPROVE PRIOR TO FILING. UPON APPROVAL BY THE COMMITTEE, THE FORM 990 IS PROVIDED TO THE REMAINDER OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING: EACH BOARD MEMBER AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE SITTING PRESIDENT, ALONG WITH THE IN-COMING BOARD PRESIDENT, ARE RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS OF THE EXECUTIVE DIRECTOR, DETERMINING SALARY, AND PRESENTING TO THE BOARD OF DIRECTORS FOR APPROVAL. UPON REVIEW OF PERFORMANCE AND COMPARABLE EXTERNAL DATA, WHICH MAY INCLUDE A COMPENSATION STUDY PERFORMED BY A THIRD PARTY, A DETERMINATION IS MADE WITH REGARD TO POTENTIAL SALARY ADJUSTMENTS. IF APPLICABLE, THE ACTION IS FORMALIZED IN WRITING, INDICATING THE ACTION TAKEN AND THE EFFECTIVE DATE, WITH ALL PARTIES SIGNING. THIS PROCESS WAS MOST RECENTLY COMPLETED FOR THE EXECUTIVE DIRECTOR IN JUNE 2023. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DETERMINING THE SALARY OF THE ORGANIZATION'S KEY EMPLOYEES WITHIN THE BUDGET PARAMETERS SET BY THE BOARD OF DIRECTORS. PERFORMANCE EVALUATIONS ARE DONE ON AN ANNUAL BASIS. UPON REVIEW OF PERFORMANCE AND COMPARABLE EXTERNAL DATA, WHICH MAY INCLUDE A COMPENSATION STUDY PERFORMED BY A THIRD PARTY, THE EXECUTIVE DIRECTOR DETERMINES ANY SALARY MODIFICATION TO BE MADE AND COMPLETES PAPERWORK DOCUMENTING THE DETAILS OF THE DECISION, WHICH INCLUDE THE ACTION APPROVED AND THE EFFECTIVE DATE. THIS PROCESS WAS MOST RECENTLY COMPLETED FOR THE DIRECTOR OF FINANCE AND DEVELOPMENT IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, THE ANNUAL REPORT AND IRS FORM 990 ARE POSTED ON THE MASONIC HOME WEBSITE UPON COMPLETION. THE AUDITED FINANCIAL STATEMENTS ARE ALSO DISTRIBUTED TO ATTENDEES AT THE ANNUAL COMMUNICATION OF THE GRAND LODGE (ANNUAL MEETING) AND SUBSEQUENTLY PUBLISHED IN THE GRAND LODGE OF MISSOURI PROCEEDINGS. ALL DOCUMENTS ARE ALSO AVAILABLE BY CONTACTING THE MASONIC HOME OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 197,611. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR. GRAND LODGE AF & AM OF MISSOURI 6033 MASONIC DRIVE COLUMBIA MO 65202 430160306 FELLOWSHIP OF MEMBERS TO RAISE FUNDS FOR BENEVOLENCE MO 501(C)10 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 GRAND LODGE AF & AM OF MISSOURI N 250000 CASH GRAND LODGE AF & AM OF MISSOURI S 61506 CASH