2022-03-30T16:40:24-05:00 2021-06-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2020-07-01 751528075 MASONIC HOME AND SCHOOL OF TEXAS MASO 8175031500 1240 KELLER PARKWAY SUITE 200 KELLER TX 76248 TOM SERFASS CFO/CIO 8175031500 2022-03-30 true TOM SERFASS 999009999 ELAINE L SOMMERVILLE CPA P00204458 8177955046 2022-03-30 2020 2022-09-23 18:48:47Z SHANNON DAVIS 1240 KELLER PARKWAY SUITE 200 KELLER TX 76248 22336334 false X WWW.MHSTX.ORG X 1976 TX THE ORGANIZATION PROVIDES ASSISTANCE FOR QUALIFYING CHILDREN AND FAMILIES THROUGH THIRD PARTY PROVIDERS AND PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE FOR QUALIFIED APPLICANTS THROUGH THIRD PARTY PROVIDERS. 5 5 7 5 0 693475 1962470 180380 165057 1685396 3504587 1117571 982073 3676822 6614187 2286891 2233499 0 674274 713521 0 154827 1043194 1113142 4004359 4060162 -327537 2554025 118637666 139852445 719649 516271 117918017 139336174 X TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES OF TEXAS. false false 1777617 1063614 MASONIC HOME AND SCHOOL OF TEXAS PROVIDES NEEDY AND QUALIFIED CHILDREN WHO RESIDE IN TEXAS WITH INFORMATION, REFERRAL, AND/OR FINANCIAL SUPPORT FOR CHILDREN'S SERVICES. OVER 1,300 CHILDREN WERE ASSISTED DURING THE 2020-2021 YEAR. 653039 562475 165057 MASONIC HOME AND SCHOOL OF TEXAS PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF QUALIFIED APPLICANTS TO THIRD PARTY PROVIDERS INCLUDING, BUT NOT LIMITED TO, THE TEXAS MASONIC RETIREMENT CENTER IN ARLINGTON, TEXAS. THE ORGANIZATION FINANCIALLY SUPPORTED 10 WIDOWS DURING THE YEAR. 607410 607410 MASONIC HOME AND SCHOOL OF TEXAS PARTNERS WITH CHILD STUDY CENTER IN FORT WORTH, TX TO PROVIDE A FREE PARENT AUTISM TRAINING PROGRAM. EXPERTS AT THE CENTER PROVIDE PARENTS WITH VALUABLE TOOLS AND TECHNIQUES TO HELP THEIR CHILD LEARN NEW SKILLS DURING THIS TWO WEEK INTENSIVE PROGRAM. ALTHOUGH IT IS NOT A CURE FOR AUTISM, THE PROGRAM ADDRESSES SIGNIFICANT CHALLENGES CHILDREN WITH THE DISEASE FACE. FAMILIES HAVE SEEN A DRASTIC REDUCTION IN THEIR MOST CHALLENGING BEHAVIORS AFTER LEAVING THE CENTER. THROUGH OUR PARTNERSHIP, WE ARE HELPING FAMILIES LIVE BETTER LIVES 231303 MASONIC HOME AND SCHOOL OF TEXAS PROMOTES PREVENTION OF TOOTH DECAY IN CHILDREN BY TEACHING THEM GOOD DENTAL HABITS AND PROVIDING CHILDREN THE PROPER TOOLS TO KEEP THEIR TEETH HEALTHY. DURING THE 2020-2021 YEAR, OVER 134,575 TEXAS CHILDREN RECEIVED FREE "PREVENT TOOTH DECAY" KITS. 231303 3269369 true true false false false false false false false true true false false true false true true false false false false false false false false false false false true true false false false false false false false false false false false false false true false false false true X 159 0 true 7 true false false false false false false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false X TOM SERFASS 8175031506 1240 KELLER PARKWAY SUITE 200 KELLER TX 76248 TOM SERFASS CFO/CIO 40.00 X 151200 0 14374 SHANNON DAVIS EXECUTIVE DI 40.00 X 95810 0 23813 TOMMY CHAPMAN VP/DIRECTOR 5.00 X X 0 0 0 JOHN R CLEMENTS PRESIDENT/DI 5.00 X X 0 0 0 BERT V MASSEY II TREASURER/DI 5.00 X X 0 0 0 ELMER MURPHEY III SECRETARY/DI 5.00 X X 0 0 0 BRADLEY KOHANKE DIRECTOR 5.00 X 0 0 0 247010 38187 1 false true false 215000 119438 1628032 1962470 MASONIC WIDOWS 900099 165057 165057 165057 1808479 1808479 941571 941571 34117 34117 34117 34117 17418255 15722147 1696108 1696108 1696108 MISCELLANEOUS INCOME 900099 6385 6385 6385 6614187 165057 4486660 2233499 2233499 289927 81976 195683 12268 314514 221330 8446 84738 13672 7166 2401 4105 53058 39975 2286 10797 42350 21936 13573 6841 86964 86964 26913 26913 177827 177827 82639 69245 13073 321 25449 25449 194457 170612 21164 2681 47318 35682 11636 98338 80431 17907 2157 1582 575 14336 14336 79826 66010 13816 PROGRAM MATERIALS 231260 231260 BOARD MEETINGS 25006 25006 SPECIAL EVENTS 7627 7627 EMPLOYEE DEVELOPMENT 6989 4922 2067 6036 3743 2293 4060162 3269369 635966 154827 159750 82697 18353 90080 8900 1655299 90042 51528 1565257 93732283 120385764 24585672 17809827 118637666 139852445 701296 516271 18353 719649 516271 X 26532049 35097522 91385968 104238652 117918017 139336174 118637666 139852445 2554025 18864132 X false true X false false X 856414 1250379 718274 693475 1962470 5481012 856414 1250379 718274 693475 1962470 5481012 696705 4784307 2997437 3389132 3412249 3491254 2784167 16074239 2656 227 8201 4824 6385 22293 21577544 915286 0.22170 0.19770 X THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER REGULATION SECTION 1.170A-9(E)(3). THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT RECEIVED IS IN EXCESS OF 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. THE MASONIC HOME AND SCHOOL OF TEXAS MAINTAINS AND IS DEVELOPING NEW BONA FIDE PROGRAMS FOR SOLICITATIONS OF FUNDS FROM THE GENERAL PUBLIC AND FROM ALUMNI OF ITS PROGRAMS. IN FISCAL YEAR ENDED 6/30/15, A PROFESSIONAL FUNDRAISING FIRM WAS ENGAGED TO ASSIST IN THIS EFFORT AND THEY CONTINUED THROUGH 6/30/17. AT THAT TIME, THE ORGANIZATION HIRED A DEVELOPMENT DIRECTOR TO ENGAGE IN FULLTIME FUNDRAISING. THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING BUT NOT LIMITED TO, PROVIDING DENTAL EDUCATION AND TOOTH DECAY KITS TO 134,575 CHILDREN, PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND FINANCIAL SUPPORT FOR CHILD SERVICES TO 1,300 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2021. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. PART II, LINE 10 OTHER INCOME 22,293 PART II, LINE 17A THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER REGULATION SECTION 1.170A-9(E)(3). THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT RECEIVED IS IN EXCESS OF 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. THE MASONIC HOME AND SCHOOL OF TEXAS MAINTAINS AND IS DEVELOPING NEW BONA FIDE PROGRAMS FOR SOLICITATIONS OF FUNDS FROM THE GENERAL PUBLIC AND FROM ALUMNI OF ITS PROGRAMS. IN FISCAL YEAR ENDED 6/30/15, A PROFESSIONAL FUNDRAISING FIRM WAS ENGAGED TO ASSIST IN THIS EFFORT AND THEY CONTINUED THROUGH 6/30/17. AT THAT TIME, THE ORGANIZATION HIRED A DEVELOPMENT DIRECTOR TO ENGAGE IN FULLTIME FUNDRAISING. THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING BUT NOT LIMITED TO, PROVIDING DENTAL EDUCATION AND TOOTH DECAY KITS TO 134,575 CHILDREN, PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND FINANCIAL SUPPORT FOR CHILD SERVICES TO 1,300 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2021. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58967399 17609078 1041847 75534630 60883521 -466276 1600 1448246 58967399 61170176 2491161 11921 2765895 60883521 53160604 4282851 4765953 4400 1034832 61170176 48441563 5831042 17340 1094661 53160604 0.56260 0.43740 true false 1519225 1519225 82330 61553 20777 53744 28489 25255 1565257 INTEREST IN CHARITABLE TRUSTS 14112475 MINERAL INTEREST 3404140 ACCRUED INTEREST INCOME 293212 17809827 X 25300492 18864132 18864132 6436360 177827 177827 6614187 3882335 3882335 177827 177827 4060162 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS PROVIDE FUNDING FOR CHARITABLE PROGRAMS, SCHOLARSHIPS, AND OPERATIONS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES, WHICH IS TAXABLE TO THE ORGANIZATION. THERE WAS NO UNRELATED BUSINESS INCOME REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2021 AND 2020. FASB ASC TOPIC NO. 740, INCOME TAXES, PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. MANAGEMENT OF THE ORGANIZATION BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. AS OF JUNE 30, 2021, THE ORGANIZATION HAS NOT INCURRED ANY PENALTIES OR INTEREST UNDER FASB ASC TOPIC 740. true SCHOLARSHIPS 1 1600 DENTAL SERVICES 202 252640 FOOD, CLOTHING & SHELTER 693 306784 FOOD AND SHELTER - WIDOWS 10 494302 MEDICAL SERVICES 45 43577 EDUCATION SERVICES 69 323652 PARENT AUTISM TRAINING 92 607410 SPECIAL THERAPY 220 135361 WIDOWS SUPPORT - OTHER 10 1138 AAA WIDOWS PROGRAM 10 67035 SCHEDULE I, PAGE 1, PART I, LINE 2 FINANCIAL ASSISTANCE IS PROVIDED UPON COMPLETION OF AN APPLICATION PROCESS. REQUEST FOR ASSISTANCE IS EVALUATED ON AN INDIVIDUAL BASIS. DETERMINATION OF ASSISTANCE MAY INCLUDE REVIEWING PROGRESS REPORTS, TRANSCRIPTS, EVALUATIONS, FINANCIAL DOCUMENTS, ASSESSMENT FINDINGS, CASE NOTES, ETC. IF FUNDING IS APPROVED , THE SERVICE PROVIDER WILL REQUEST PAYMENT AFTER THE SERVICE IS RENDERED OR UPON SUBMISSION OF APPROPRIATE DOCUMENTATION. THE ORGANIZATION PAYS DIRECTLY FOR WIDOWS TO LIVE IN THE TEXAS MASONIC RETIREMENT CENTER. THE MONEY IS NOT PROVIDED TO THE INDIVIDUALS DIRECTLY. X X X X false false false false false false false false false TOM SERFASS CFO/CIO 149068 2132 5245 9129 165574 FORM 990, PAGE 2, PART III, LINE 4D MASONIC HOME AND SCHOOL OF TEXAS PROMOTES PREVENTION OF TOOTH DECAY IN CHILDREN BY TEACHING THEM GOOD DENTAL HABITS AND PROVIDING CHILDREN THE PROPER TOOLS TO KEEP THEIR TEETH HEALTHY. DURING THE 2020-2021 YEAR, OVER 134,575 TEXAS CHILDREN RECEIVED FREE "PREVENT TOOTH DECAY" KITS. FORM 990, PART V THE COMPENSATION REPORTED ON PARTS VII AND IX IS PAID ON BEHALF OF THE ORGANIZATION BY AN OUTSIDE PROFESSIONAL EMPLOYEE ORGANIZATION (PEO). THE ORGANIZATION REIMBURSES THE PEO. THEREFORE, THE FILING ORGANIZATION DOES NOT HAVE A REQUIREMENT TO FILE FORM 941 OR FORM W-3. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE FORM TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS, WHO, ALONG WITH THE CFO REVIEW THE FORM 990. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE AND FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C EACH OFFICER AND DIRECTOR RECEIVE THE CONFLICT OF INTEREST POLICY AND COMPLIANCE QUESTIONNAIRE ANNUALLY. DURING THE YEAR, EACH DIRECTOR OR OFFICER IS REQUIRED TO DISCLOSE TO THE PRESIDENT ANY FINANCIAL INTEREST WHEN THEY BECOME AWARE THAT A RELATED CONTRACT, TRANSACTION OR OTHER RELEVANT DECISION IS UNDER CONSIDERATION OR THAT SUCH A FINANCIAL INTEREST HAS NOT BEEN DISCLOSED. ADDITIONALLY, ANNUALLY EACH DIRECTOR AND OFFICER SHALL COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ANY PERSON DEEMED TO HAVE A CONFLICT OF INTEREST IS TO ABSTAIN FROM VOTING ON OR OTHERWISE PARTICIPATING IN THE MATTER UNDER CONSIDERATION. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION ALONG WITH OTHER OUTSIDE RESOURCES AS GUIDELINES TO DETERMINE COMMENSURATE SALARY RANGES. THE BOARD APPROVES THE COMPENSATION AND IT IS DOCUMENTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION ALONG WITH OTHER OUTSIDE RESOURCES AS GUIDELINES TO DETERMINE COMMENSURATE SALARY RANGES. THE EXECUTIVE DIRECTOR IN CONJUNCTION WITH THE BOARD OF DIRECTORS IS THE FINAL HIRING AUTHORITY FOR ALL STAFF. THE BOARD APPROVES THE COMPENSATION AND IT IS DOCUMENTED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GRAND LODGE OF TEXAS AF& AM PO BOX 466 WACO TX 76703 740485630 FRATERNAL TX 501C10 N/A false SQUARE AND COMPASSES HOLDING 4912 SPRUCE BELLAIRE TX 77401 352286092 GRANTS TX 501C3 12A N/A false false false true false false false false false false false false false false false false false false false false