FURP.ORG / PUBLIC DATA EXPLORER

MASONIC HOME OF MISSOURI: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MASONIC HOME OF MISSOURI (EIN 43-0653370)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-14
IRS object ID
202243189349310384
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T13:27:15-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431126847PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS-KEEPERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12005 WEST BROADWAY SUITE 100AddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430653370EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASONIC HOME OF MISSOURIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMASOBusinessNameControlTxt
Phone5738144663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16033 MASONIC DRIVE STE AAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA RAMSEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5738144663PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastRAMSEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN HENRYPreparerPersonNm
PTINP01749573PTIN
Phone5734426171PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD W KAESER JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16033 MASONIC DRIVE STE AAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$407,714,407GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.MOHOME.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1889FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee20TotalEmployeeCnt
Total Volunteers275TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,242,559PYContributionsGrantsAmt
CY Contributions Grants$1,612,008CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$24,928,396PYInvestmentIncomeAmt
CY Investment Income$9,135,509CYInvestmentIncomeAmt
PY Other Revenue$11,315PYOtherRevenueAmt
CY Other Revenue-$17,725CYOtherRevenueAmt
PY Total Revenue$26,182,270PYTotalRevenueAmt
CY Total Revenue$10,729,792CYTotalRevenueAmt
PY Grants And Similar Paid$1,474,377PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,013,292CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,041,106PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,122,389CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$606,665CYTotalFundraisingExpenseAmt
PY Other Expenses$1,806,470PYOtherExpensesAmt
CY Other Expenses$1,889,672CYOtherExpensesAmt
PY Total Expenses$4,321,953PYTotalExpensesAmt
CY Total Expenses$5,025,353CYTotalExpensesAmt
PY Revenues Less Expenses$21,860,317PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,704,439CYRevenuesLessExpensesAmt
Total Assets BOY$185,339,346TotalAssetsBOYAmt
Total Assets EOY$160,972,712TotalAssetsEOYAmt
Total Liabilities BOY$311,760TotalLiabilitiesBOYAmt
Total Liabilities EOY$319,442TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$185,027,586NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$160,653,270NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ASSIST ELIGIBLE ADULTS AND CHILDREN IN NEED BY PRACTICING THE PRINCIPLES OF FREEMASONRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,544,917ExpenseAmt
Grant$2,013,292GrantAmt
DescTHE LIVES OF OVER 44,000 INDIVIDUALS WERE IMPACTED WITH OVER $2 MILLION IN DIRECT FINANCIAL ASSISTANCE PROVIDED BY THE MASONIC HOME DURING TAX YEAR 2021. 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 OVER 34,600 CHILDREN AND 11 VETERANS WERE IMPACTED THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING, WHILE 87 INDIVIDUALS AND MASONIC CHILDREN RECEIVED FINANCIAL ASSISTANCE. IN ADDITION, THE MASONIC HOME TOUCHED THE LIVES OF OVER 9,280 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. 87 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 34,662 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. 11 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. DURING THE YEAR, ONE EASTERN STAR MEMBER WAS HELPED THROUGH THIS PROGRAM.9,281 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.Desc
Total Program Service Expenses$3,544,917TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document45IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee20EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JODI BLAKE DIRECTOR OF FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5738144663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16033 MASONIC DRIVE SUITE AAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ROBERT GEPHARDT
TREASURER3.50Yes (X)Yes (X)$0$0$0
TY G TREUTELAAR
HONORARY CHAIRMAN4.50Yes (X)Yes (X)$0$0$028.00
JEFFREY HENTY
DIRECTOR2.00Yes (X)$0$0$00.50
RICHARD W KAESER JR
PRESIDENT2.50Yes (X)Yes (X)$0$0$07.00
DAVID POWELL
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL D VOYLES
DIRECTOR2.00Yes (X)$0$0$0
CHARLIE WIEGERT
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$07.00
KEVIN FULLER
DIRECTOR2.00Yes (X)$0$0$05.00
K PORTER HENSEN
DIRECTOR2.00Yes (X)$0$0$0
JOSHUA THOMPSON
SECRETARY2.50Yes (X)Yes (X)$0$0$02.50
GALE BENNINGTON
DIRECTOR2.00Yes (X)$0$0$0
EMMETT BRYSON
DIRECTOR3.00Yes (X)$0$0$05.00
JAMES HARDY
DIRECTOR3.00Yes (X)$0$0$01.50
BARBARA A RAMSEY
EXECUTIVE DIRECTOR40.00Yes (X)$122,486$0$20,949
JODI M BLAKE
DIRECTOR OF FINANCE & DEVE40.00Yes (X)$107,233$0$30,223
FieldValueIRS element (for citing)
Total Reportable Comp From Org$229,719TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$51,172TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CENTRAL TRUST COMPANY
720 E BROADWAYCOLUMBIAMO65205INVESTMENT MANAGEMENT$169,370
COMMERCE TRUST COMPANY
901 E BROADWAYCOLUMBIAMO65205INVESTMENT MANAGEMENT$165,770
COLUMBIA MARKETING GROUP
18 SOUTH 9TH ST STE 201COLUMBIAMO65201DESIGN AND PRINT SERVICES$164,397
DAVE GRIGGS FLOORING AMERICA
801 BUSINESS LOOP 70 EASTCOLUMBIAMO65201FLOORING$127,527
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Fundraising$78,645FundraisingAmt
All Other Contributions$1,533,363AllOtherContributionsAmt
Noncash Contributions$720,003NoncashContributionsAmt
Total Contributions$1,612,008TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$741,492TotalRevenueColumnAmt
Exclusion$741,492ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,657TotalRevenueColumnAmt
Exclusion$9,657ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$23,633RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$30,583RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$6,950RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,950TotalRevenueColumnAmt
Exclusion-$6,950ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$405,290,738SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$396,896,721SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,394,017SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,394,017TotalRevenueColumnAmt
Exclusion$8,394,017ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$36,598FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$78,645ContriRptFundraisingEventAmt
Fundraising Direct Expenses$57,311FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$20,713TotalRevenueColumnAmt
Exclusion-$20,713ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$281TotalRevenueColumnAmt
Exclusion$281ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$281OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,729,792TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,117,784ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$790,725TotalAmt
Program Services$790,725ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,222,567TotalAmt
Program Services$1,222,567ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$286,656TotalAmt
Program Services$100,852ProgramServicesAmt
Management And General$85,649ManagementAndGeneralAmt
Fundraising$100,155FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$621,430TotalAmt
Program Services$325,495ProgramServicesAmt
Management And General$128,641ManagementAndGeneralAmt
Fundraising$167,294FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$46,192TotalAmt
Program Services$22,716ProgramServicesAmt
Management And General$12,448ManagementAndGeneralAmt
Fundraising$11,028FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$104,362TotalAmt
Program Services$61,805ProgramServicesAmt
Management And General$16,333ManagementAndGeneralAmt
Fundraising$26,224FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$63,749TotalAmt
Program Services$30,344ProgramServicesAmt
Management And General$14,769ManagementAndGeneralAmt
Fundraising$18,636FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,625TotalAmt
Management And General$10,150ManagementAndGeneralAmt
Fundraising$1,475FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$50,380TotalAmt
Program Services$6,249ProgramServicesAmt
Management And General$42,097ManagementAndGeneralAmt
Fundraising$2,034FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$345,722TotalAmt
Program Services$230,481ProgramServicesAmt
Management And General$115,241ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$50,943TotalAmt
Program Services$45,797ProgramServicesAmt
Fundraising$5,146FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$79,460TotalAmt
Program Services$17,544ProgramServicesAmt
Management And General$21,707ManagementAndGeneralAmt
Fundraising$40,209FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$58,401TotalAmt
Program Services$16,051ProgramServicesAmt
Management And General$16,769ManagementAndGeneralAmt
Fundraising$25,581FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$169,350TotalAmt
Program Services$91,037ProgramServicesAmt
Management And General$69,561ManagementAndGeneralAmt
Fundraising$8,752FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$63,079TotalAmt
Program Services$16,748ProgramServicesAmt
Management And General$32,761ManagementAndGeneralAmt
Fundraising$13,570FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,193TotalAmt
Program Services$2,791ProgramServicesAmt
Management And General$7,314ManagementAndGeneralAmt
Fundraising$3,088FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$472,565TotalAmt
Program Services$245,125ProgramServicesAmt
Management And General$207,084ManagementAndGeneralAmt
Fundraising$20,356FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$132,437TotalAmt
Program Services$34,493ProgramServicesAmt
Management And General$93,247ManagementAndGeneralAmt
Fundraising$4,697FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
MEMBER LISTING - GRAND$250,000$146,480$103,520
PUBLICATIONS$142,788$104,479$38,309
MUSUEM DISPLAY$26,284$26,284
DONOR RECOGNITION$16,427$16,427

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,018TotalAmt
Program Services$6,854ProgramServicesAmt
Fundraising$164FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,025,353TotalAmt
Program Services$3,544,917ProgramServicesAmt
Management And General$873,771ManagementAndGeneralAmt
Fundraising$606,665FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$424,861BOYAmt
EOY$270,876EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$48,448,123BOYAmt
EOY$17,302,956EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,671,945BOYAmt
EOY$1,888,840EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,914BOYAmt
EOY$75,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$280,608BOYAmt
EOY$214,716EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,074,412LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,748,829LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,582,194BOYAmt
EOY$8,325,583EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$122,704,247BOYAmt
EOY$130,389,812EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,161,454BOYAmt
EOY$2,504,429EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$185,339,346BOYAmt
EOY$160,972,712EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$185,438BOYAmt
EOY$186,021EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$126,322BOYAmt
EOY$133,421EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$311,760BOYAmt
EOY$319,442EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,484,907BOYAmt
EOY$83,707,678EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,542,679BOYAmt
EOY$76,945,592EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$185,027,586BOYAmt
EOY$160,653,270EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$185,339,346BOYAmt
EOY$160,972,712EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,704,439ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$29,230,921NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$600DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$848,434OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,057,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,170,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,149,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,242,559CurrentTaxYearMinus1YearAmt
Current Tax Year$1,612,008CurrentTaxYearAmt
Total$6,232,636TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,057,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,170,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,149,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,242,559CurrentTaxYearMinus1YearAmt
Current Tax Year$1,612,008CurrentTaxYearAmt
Total$6,232,636TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$380,265SubstantialContributorsTotAmt
Public Support Total170$5,852,371PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,211,808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,413,725CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,322,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,481,401CurrentTaxYearMinus1YearAmt
Current Tax Year$774,782CurrentTaxYearAmt
Total$13,204,643TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,295CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,826CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,861CurrentTaxYearMinus1YearAmt
Current Tax Year$36,879CurrentTaxYearAmt
Total$142,551TotalAmt
FieldValueIRS element (for citing)
Total Support$19,579,830TotalSupportAmt
Public Support CY1700.29890PublicSupportCY170Pct
Public Support PY1700.26110PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
1. 26 FR SECTION 1.170A-9(F)(3)(I)10% SUPPORT LIMITATION: THE MASONIC HOME OF MISSOURI ("THE MASONIC HOME") HAS CONSISTENTLY SATISFIED THE 33 1/3 % REQUIREMENT SINCE QUALIFYING FOR PUBLIC CHARITY STATUS WITH THE EXCEPTION OF RECENT YEARS. DURING THESE YEARS, THE MASONIC HOME NEVER FAILED BY A MARGIN EXCEEDING 7.22%. AT THE END OF TAX YEAR 2021, THE MASONIC HOME HAS AGAIN FAILED THIS TEST FOR TWO CONSECUTIVE YEARS, BY A MARGIN OF ONLY 2.40%. ALTHOUGH TOTAL DONATIONS HAVE GENERALLY INCREASED EACH YEAR DURING THE PERIOD IN QUESTION, INVESTMENT INCOME HAD BEEN INCREASING AS WELL, DILUTING ANY INCREASE IN THE PERCENTAGE OF TOTAL REVENUE COMING FROM DIRECT CONTRIBUTIONS. THE MASONIC HOME IS MAKING GREAT STRIDES TO PASS THIS TEST. IN ADDITION, AS OUTLINED IN ITEM 3 BELOW, 34% OF TOTAL INCOME CAME FROM INCOME EARNED ON ENDOWMENTS ORIGINALLY CONTRIBUTED BY HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME. IF TAKEN INTO CONSIDERATION AND ADDED TO THE CURRENT PUBLIC SUPPORT OF 30.93%, THE TOTAL PUBLIC SUPPORT PERCENTAGE WOULD BE OVER 66%.
2. PARAGRAPH (F)(3)(II)ATTRACTION OF PUBLIC SUPPORT: THE MASONIC HOME'S FUNDRAISING DEPARTMENT CONSISTS OF TWO COMPONENTS: ANNUAL GIVING AND MAJOR GIVING, WITH A DEDICATED STAFF PERSON FOR EACH PROGRAM. THE ANNUAL GIVING PROGRAM INCLUDES MULTIPLE FORMAL AND CONTINUOUS FUNDRAISING EVENTS AND OPPORTUNITIES. DURING A TYPICAL YEAR, THE MASONIC HOME CONDUCTS TWO DIRECT MAIL APPEALS (ONE IN THE SPRING AND ONE DURING THE HOLIDAYS) AND HOLDS TWO FUNDRAISERS: A CHARITY GOLF TOURNAMENT AND A FUNDRAISING DINNER. REGIONAL FUNDRAISING EVENTS ARE HELD EACH YEAR AS WELL. THE ANNUAL GOLF TOURNAMENT IS SUPPORTED BY BOTH MASONIC-AFFILIATED AND UNAFFILIATED LOCAL AND STATEWIDE BUSINESSES AND ORGANIZATIONS. THE MASONIC HOME OFFERS MULTIPLE GIVING OPPORTUNITIES THROUGHOUT THE YEAR, INCLUDING GRANITE STONES AVAILABLE FOR ENGRAVING IN THE SQUARE & COMPASS COURTYARD. MEMBERS OF THE MASONIC FRATERNITY CAN ALSO DONATE VIA THE PENNY-A-DAY PROGRAM THROUGH THEIR ANNUAL DUES. THE MASONIC HOME RECEIVES MEMORIAL DONATIONS FOR DECEASED MEMBERS AND HAS BEEN INCLUDED IN THE WILLS AND TRUSTS OF MANY INDIVIDUALS OVER THE YEARS. THE MASONIC HOME CONTINUES TO WORK DILIGENTLY TO EXPAND AND ENHANCE THE VARIOUS COMPONENTS OF THE ANNUAL GIVING PROGRAM. THE SECOND COMPONENT OF THE FUNDRAISING DEPARTMENT IS THE MAJOR GIVING PROGRAM. A DEDICATED STAFF PERSON FOCUSES ON BUILDING RELATIONSHIPS WITH DONORS TO SECURE LARGER GIFTS, BOTH AT THE PRESENT TIME AND IN THE FUTURE THROUGH WILLS AND BEQUESTS. TO ENCOURAGE PARTICIPATION IN OUR ANNUAL AND MAJOR GIVING PROGRAMS, WE OFFER VARIOUS TYPES OF DONOR RECOGNITION. "THE TRUMAN CLUB" RECOGNIZES INDIVIDUAL DONORS FOR THEIR COMMITMENT TO THE MASONIC HOME THROUGH MULTIPLE TYPES OF RECOGNITION, INCLUDING PERMANENT RECOGNITION ON THE TRUMAN CLUB DONOR WALL LOCATED AT THE MASONIC COMPLEX. IN ADDITION, THE MASONIC HOME OFFERS RECOGNITION TO THOSE INDIVIDUALS WHO HAVE REMEMBERED THE MASONIC HOME IN THEIR WILL OR OTHER PLANNED GIFT THROUGH "THE VERN H. SCHNEIDER LEGACY SOCIETY". THESE INDIVIDUALS ALSO RECEIVE PERMANENT RECOGNITION AT THE MASONIC COMPLEX BY HAVING THEIR NAME ENGRAVED ON A LEAF OF THE SCHNEIDER LEGACY SOCIETY TREE. FINALLY, "THE VINCIL SOCIETY" RECOGNIZES MASONIC LODGES, EASTERN STAR CHAPTERS AND OTHER ORGANIZATIONS AND BUSINESSES FOR THEIR FINANCIAL SUPPORT, THROUGH AWARD PRESENTATIONS AS WELL AS PERMANENT RECOGNITION ON THE VINCIL SOCIETY DONOR WALL LOCATED AT THE MASONIC COMPLEX.
3. PARAGRAPH (F)(3)(III)(A)PERCENTAGE OF FINANCIAL SUPPORT: THROUGHOUT ITS HISTORY, MASONIC HOME HAS GENERALLY ENDED EACH YEAR EITHER ABOVE OR VERY CLOSE TO THE 33 1/3 PERCENT TEST, WELL ABOVE THE 10 PERCENT REQUIRED FOR THIS EXCEPTION. THE PERCENTAGE OF PUBLIC SUPPORT OF THE MASONIC HOME HAS, FOR MANY YEARS, BEEN SIGNIFICANTLY IMPACTED BY THE STRONG PERFORMANCE OF AND INCOME EARNED ON INVESTMENTS. THE FOLLOWING INFORMATION IS CONSISTENT WITH PRIOR YEARS. TOTAL INVESTMENT INCOME ACCOUNTS FOR 99% OF NON-PUBLIC SUPPORT INCOME. INCOME ON ENDOWMENTS RECEIVED FROM HUNDREDS OF INDIVIDUAL DONORS OVER MORE THAN A 100-YEAR TIMEFRAME ACCOUNTS FOR 51% OF TOTAL INVESTMENT INCOME. INVESTMENT INCOME MADE UP 67% OF TOTAL INCOME. 34% OF TOTAL INCOME CAME FROM ENDOWMENTS FUNDED BY HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME. BECAUSE THE MASONIC HOME HAS BEEN CONSERVATIVE IN ITS INVESTMENT APPROACH AND HAS BEEN FOCUSED ON BOTH GROWTH AND INCOME, THE PORTFOLIOS HAVE GROWN AND HAVE PROVIDED MORE AND MORE INCOME OVER THE YEARS. AS A RESULT, THE DOLLAR AMOUNT OF PUBLIC SUPPORT REQUIRED TO MEET THE 33 1/3 TEST HAS CONTINUED TO GROW HIGHER EACH YEAR, CAUSING IT TO BECOME INCREASINGLY MORE DIFFICULT TO OBTAIN CONSISTENTLY. AS STATED, INCOME EARNED OFF OF THE ENDOWMENT DONATIONS OF HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME COMPOSED 34% OF TOTAL INCOME. IF THIS INCOME WAS ALLOWED TO BE INCLUDED IN PUBLIC SUPPORT, BECAUSE THE UNDERLYING DONATION WAS ITSELF, BY DEFINITION, PUBLIC SUPPORT, THE MASONIC HOME WOULD HAVE ENDED THE 2021 YEAR WITH 66% IN PUBLIC SUPPORT.
4. PARAGRAPH (F)(3)(III)(B)SOURCES OF SUPPORT: THE MASONIC HOME RECEIVES SUPPORT FROM MASONS, EASTERN STAR MEMBERS, NON-MASONIC INDIVIDUALS, AND CORPORATIONS. AN ESTIMATED 13,800 MASONIC AND NON-MASONIC INDIVIDUALS, ORGANIZATIONS, AND BUSINESSES FINANCIALLY SUPPORTED THE MASONIC HOME DURING THE FIVE-YEAR PERIOD IN QUESTION. THIS INCLUDES APPROXIMATELY 3460 INDIVIDUALS AND ORGANIZATIONS VIA DIRECT DONATIONS, 329 LOCAL AND NATIONAL BUSINESSES, AND NEARLY 10,000 MASONS AND EASTERN STAR MEMBERS THROUGH THE PENNY-A-DAY PROGRAM. THE MASONIC HOME REACHES OUT TO ALL MISSOURI MASONS AND RECEIVES DONATIONS FROM A LARGE PERCENTAGE OF THEM IN SOME WAY. BASED ON AVERAGE ANNUAL MEMBERSHIP, OVER THE 5-YEAR PERIOD, APPROXIMATELY 28% OF DUES PAYING MASONS AND 17% OF THE TOTAL EASTERN STAR MEMBERSHIP FINANCIALLY SUPPORTED THE MASONIC HOME. IN ADDITION, THE MASONIC HOME RECEIVES OCCASIONAL DONATIONS FROM INDIVIDUALS THAT HAVE DESIGNATED THE MASONIC HOME IN THEIR ESTATE OR TRUST. THE MASONIC HOME HAS BEEN PROVIDING SERVICES FOR OVER 130 YEARS, EVOLVING FROM BRICKS-AND-MORTAR BEGINNING IN 1889 TO 100% OF SERVICES PROVIDED THROUGH TEN PROGRAMS WITHIN THE OUTREACH PROGRAM BY TAX YEAR 2021. DURING THE YEAR, THE MASONIC HOME ASSISTED 87 MASONIC-AFFILIATED INDIVIDUALS AND OVER 34,600 NON-MASONIC CHILDREN. OVER THE PAST FIVE YEARS, THE MASONIC HOME ASSISTED 280 MASONIC-AFFILIATED INDIVIDUALS AND NEARLY 90,000 NON-MASONIC CHILDREN THROUGHOUT THE STATE.
5. PARAGRAPH (F)(3)(III)(C)REPRESENTATIVE GOVERNING BODY: THE MEMBERS OF THE MASONIC HOME BOARD OF DIRECTORS ARE ELECTED BASED ON THE BY-LAWS OF THE MASONIC HOME OF MISSOURI AND OF THE GRAND LODGE OF MISSOURI. THE TOP FIVE OFFICERS REPRESENT THE LEADERSHIP OF THE GRAND LODGE OF MISSOURI. THE REMAINING EIGHT MEMBERS ARE ELECTED DURING THE ANNUAL COMMUNICATION OF THE GRAND LODGE AND ARE CHOSEN GEOGRAPHICALLY TO REPRESENT EACH AREA OF THE STATE.
6. PARAGRAPH (F)(3)(III)(D)(1)AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: THE MASONIC HOME PROVIDES SERVICES THROUGH TEN DISTINCT PROGRAMS: THREE FINANCIAL ASSISTANCE PROGRAMS, THREE PARTNERSHIP PROGRAMS AND FOUR RECOGNITION AND RESOURCE PROGRAMS. PROGRAMS ARE AVAILABLE TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE, YEAR-ROUND. THE MASONIC HOME PROVIDES FINANCIAL ASSISTANCE ON AN ON-GOING MONTHLY BASIS OR FOR ONE-TIME NEEDS. THE MASONIC HOME ASSISTED 61 INDIVIDUALS ON A MONTHLY BASIS DURING 2021. OF THOSE, 11% WERE ASSISTED FOR A PERIOD OF 6 TO 11 CONTINUOUS MONTHS, AND 62% WERE ASSISTED FOR A PERIOD OF 12 MONTHS OR MORE.
7. PARAGRAPH (F)(3)(III)(D)(3)(I)PARTICIPATION BY MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWLEDGE, PUBLIC OFFICIALS, OR CIVIC COMMUNITY LEADERS: THROUGH THE CREATING-A-PARTNERSHIP PROGRAM, THE MASONIC HOME PARTNERS WITH LODGES AND CHAPTERS THROUGHOUT THE STATE TO HELP CHILDREN IN NEED. THROUGH THIS PROGRAM, THE MASONIC HOME WORKS WITH PUBLIC SCHOOLS, FOOD BANKS, CHURCHES, BACKPACK PROGRAMS, AND OTHER CHARITABLE GROUPS THROUGHOUT THE STATE OF MISSOURI. IN ADDITION, THROUGH THE PARTNERING TO HONOR PROGRAM, THE MASONIC HOME PARTNERS WITH HONOR FLIGHT TO HELP FUND THE COSTS OF VETERANS VISITING THEIR MEMORIALS IN WASHINGTON, D.C.
8. PARAGRAPH (F)(3)(III)(D)(3)(II)MAINTENANCE OF A DEFINITIVE PROGRAM OF CHARITABLE WORK: THE MASONIC HOME OFFERS TEN DISTINCT PROGRAMS THAT ARE AVAILABLE YEAR-ROUND TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE. THE THREE FINANCIAL ASSISTANCE PROGRAMS INCLUDE: LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, AND CHILDREN'S OUTREACH. THE THREE PARTNERSHIP PROGRAMS INCLUDE: CREATING-A-PARTNERSHIP, PARTNERING-TO-HONOR, AND MASONIC FAMILY CARES. THE FOUR RECOGNITION AND RESOURCE PROGRAMS INCLUDE: SOCIAL SERVICES, WIDOWS PROGRAM, VETERANS PROGRAM, AND FINANCIAL EDUCATION. THE CASELOAD IS HANDLED BY SIX EMPLOYEES, COMPRISED OF THREE FINANCIAL ASSISTANCE CASEWORKERS, TWO PARTNERSHIP PROGRAM COORDINATORS, AND ONE ACCREDITED FINANCIAL COUNSELOR. OVER 44,000 INDIVIDUAL LIVES WERE IMPACTED THROUGH ALL PROGRAMS COMBINED.
9. PARAGRAPH (F)(3)(III)(E)(3)APPEAL OF ORGANIZATIONS ACTIVITIES TO PERSONS HAVING SOME BROAD COMMON INTEREST OR PURPOSE: THE ACTIVITIES OF THE ORGANIZATION APPEAL TO THOSE THAT ARE INTERESTED IN THE WELL-BEING OF THOSE WITH FINANCIAL DIFFICULTIES, SPECIFICALLY CHILDREN, THE ELDERLY, FAMILIES WITH CHILDREN, INDIVIDUALS THAT HAVE FALLEN ON HARD TIMES (LOSS OF JOB, MEDICAL EMERGENCY, ETC.), AND THOSE THAT NEED ASSISTANCE LEARNING BASIC PERSONAL FINANCE SKILLS.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$79,817,430BeginningYearBalanceAmt
Investment Earnings Or Losses-$8,929,352InvestmentEarningsOrLossesAmt
Other Expenditures$31,196OtherExpendituresAmt
Administrative Expenses$162,313AdministrativeExpensesAmt
End Year Balance$70,694,569EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$66,311,275BeginningYearBalanceAmt
Investment Earnings Or Losses$14,849,582InvestmentEarningsOrLossesAmt
Other Expenditures$1,185,987OtherExpendituresAmt
Administrative Expenses$157,440AdministrativeExpensesAmt
End Year Balance$79,817,430EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,260,656BeginningYearBalanceAmt
Investment Earnings Or Losses$2,668,084InvestmentEarningsOrLossesAmt
Other Expenditures$1,470,429OtherExpendituresAmt
Administrative Expenses$147,036AdministrativeExpensesAmt
End Year Balance$66,311,275EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$61,801,932BeginningYearBalanceAmt
Contributions$100ContributionsAmt
Investment Earnings Or Losses$5,087,665InvestmentEarningsOrLossesAmt
Other Expenditures$1,478,449OtherExpendituresAmt
Administrative Expenses$150,592AdministrativeExpensesAmt
End Year Balance$65,260,656EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,742,625BeginningYearBalanceAmt
Contributions$100ContributionsAmt
Investment Earnings Or Losses$4,577,533InvestmentEarningsOrLossesAmt
Other Expenditures$1,361,114OtherExpendituresAmt
Administrative Expenses$157,212AdministrativeExpensesAmt
End Year Balance$61,801,932EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43959PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.56041TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$575,058OtherCostOrOtherBasisAmt
Book Value$575,058BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,958,149OtherCostOrOtherBasisAmt
Depreciation$5,562,470DepreciationAmt
Book Value$7,395,679BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$269,284OtherCostOrOtherBasisAmt
Depreciation$276,299DepreciationAmt
Book Value-$7,015BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,271,921OtherCostOrOtherBasisAmt
Depreciation$910,060DepreciationAmt
Book Value$361,861BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,325,583TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED PAYROLL AND PAYROLL TAXES$128,853
CHARITABLE GIFT ANNUITY LIABILITY$4,568
FieldValueIRS element (for citing)
Total Liability$133,421TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt-$19,606,791TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$29,230,921NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$600DonatedServicesAndUseFcltsAmt
Other Revenue-$848,434OtherRevenueAmt
Revenue Not Reported-$30,078,755RevenueNotReportedAmt
Revenue Subtotal$10,471,964RevenueSubtotalAmt
Investment Expenses Not Incld$345,722InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$87,894OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$257,828RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,729,792TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,767,525TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$87,894OtherExpensesIncludedAmt
Expenses Not Reported$87,894ExpensesNotReportedAmt
Expenses Subtotal$4,679,631ExpensesSubtotalAmt
Investment Expenses Not Incld2$345,722InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$345,722ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,025,353TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -848,434.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -30,583. FUNDRAISING EXPENSES -57,311.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 30,583. FUNDRAISING EXPENSES 57,311.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$83,324GrossReceiptsEvent1Amt
Charitable Contri Event1$54,601CharitableContriEvent1Amt
Gross Revenue Event1$28,723GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,114RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,698FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$29,228OtherDirectExpensesEvent1Amt
Event2DONOR DINNEREvent2Nm
Gross Receipts Event2$31,919GrossReceiptsEvent2Amt
Charitable Contri Event2$24,044CharitableContriEvent2Amt
Gross Revenue Event2$7,875GrossRevenueEvent2Amt
Food And Beverage Event2$10,707FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$6,565OtherDirectExpensesEvent2Amt
Gross Receipts Total$115,243GrossReceiptsTotalAmt
Charitable Contributions Tot$78,645CharitableContributionsTotAmt
Gross Revenue Total Events$36,598GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,114RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$13,405FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$35,793OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$57,312DirectExpenseSummaryEventsAmt
Net Income Summary-$20,714NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
LOGAN-ROGERSVILLE PTA
306 E MILL STROGERSVILLEMO65742237126453501(C)(3)$15,000$0ASSISTED 460 CHILDREN BY PROVIDING SHOES.
BRANSON UNITED METHODIST CHURCH
1208 W 76 COUNTRY BLVDBRANSONMO65616431133688$7,500$0ASSISTED 375 CHILDREN BY PROVIDING SOCKS AND UNDERGARMENTS.
FOUNDATION FOR SPRINGFIELD PUBLIC SCHOOLS
1131 N BOONVILLESPRINGFIELDMO65802431560366501(C)(3)$10,404$0ASSISTED 346 CHILDREN BY PROVIDING COATS.
ANNIE MALONE CHILDREN AND FAMILY SERVICES
2612 ANNIE MALONE DRST LOUISMO63113430652652$15,000$0ASSISTED 400 CHILDREN BY PROVIDING SCHOOL LUNCHES AND SUPPLIES.
AVA R-1 SCHOOLS
407 N SPRING STAVAMO65608446001736$5,982$0ASSISTED 1111 CHILDREN BY PROVIDING SHOES AND CLOTHING.
WALNUT GROVE R-V
300 W COLLEGE STWALNUT GROVEMO65770446001469$5,100$0ASSISTED 75 CHILDREN BY PROVIDING COATS, CLOTHING AND SHOES.
WINFIELD R-IV SCHOOL DISTRICT
100 8TH STREETWINFIELDMO63389436004427$9,000$0ASSISTED 180 CHILDREN BY PROVIDING COATS, CLOTHING, SHOES, HYGIENE ITEMS AND SCHOOL SUPPLIES.
BABY GRACE
PO BOX 42TURNEYMO64493432345330$10,110$0ASSISTED 40 CHILDREN BY PROVIDING CLOTHING AND BABY SUPPLIES.
BOWLES ELEMENTARY SCHOOL
501 BOWLES AVEFENTONMO63026436003220$6,000$0ASSISTED 120 CHILDREN BY PROVIDING CLOTHING, HYGIENE ITEMS AND SCHOOL SUPPLIES.
CARING AND SHARING
357 SHOCKDRAKE CTWENTZVILLEMO63385452491900$7,500$0ASSISTED 150 CHILDREN BY PROVIDING COATS AND CLOTHING.
CHILDREN'S HAVEN OF SW MISSOURI
711 S PICHERJOPLINMO64801043603881$7,800$0ASSISTED 156 CHILDREN BY PROVIDING COATS, CLOTHING, AND SCHOOL SUPPLIES.
CITY OF GREENVILLE
108 WALNUT STGREENVILLEMO63944431047159$45,000$0ASSISTED APPROX 250 CHILDREN BY PROVIDING FUNDING FOR PLAYGROUND EQUIPMENT.
CLARK COUNTY R-1 MIDDLE SCHOOL
427 W CHESTNUTKAHOKAMO63445430829632$12,683$0ASSISTED APPROX 250 CHILDREN BY PROVIDING FUNDS FOR STAGE IMPROVEMENTS.
CLINTON COUNTY R-III SCHOOL DISTRICT
809 S 8TH STCLINTONMO64735446001445$17,247$0ASSISTED 577 CHILDREN BY PROVIDING COATS, CLOTHING, SHOES, HYGIENE ITEMS AND FOOD THROUGH A BACKPACK PROGRAM.
DORA R-III
613 CO RD 379DORAMO65637446001504$10,500$0ASSISTED APPROX 700 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
EAGLE FLIGHT MINISTRIES
101 W MAIN STSTEELVILLEMO65565431821245$5,250$0ASSISTED 290 CHILDREN BY PROVIDING SCHOOL SUPPLIES.
EXCELSIOR SPRINGS SCHOOL DISTRICT
300 W BROADWAYEXCELSIOR SPRINGSMO64024446001389$5,100$0ASSISTED 25 CHILDREN BY PROVIDING FOOD.
FIRST CHRISTIAN CHURCH OF LEBANON
500 S MADISON AVELEBANONMO65536440581497$45,600$0ASSISTED APPROX 3040 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
FOOD FOR THOUGHT
375 MORGAN STSTARK CITYMO64866853520855$33,000$0ASSISTED APPROX 2200 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
GAINESVILLE R-V
218 BULLDOG DRGAINESVILLEMO65655446005646$11,700$0ASSISTED 755 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
GASCONADE COUNTY R-II
3336 HWY 19OWENSVILLEMO65066436001390$5,621$0ASSISTED 232 CHILDREN BY PROVIDING CLOTHING, COATS, SHOES, FOOD AND SCHOOL SUPPLIES.
GRACE CHURCH ST LOUIS
2695 CREVE COEUR MILL RDMARYLAND HEIGHTSMO63043431149290$6,000$0ASSISTED APPROX 400 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
GREEN COUNTY DARE PROGRAM
5335 S CAMPBELL STE DSPRINGFIELDMO65810830838842$6,000$0ASSISTED 250 CHILDREN BY PROVIDING DARE EDUCATIONAL MATERIALS.
GREENVILLE R-II SCHOOL DISTRICT
127 WALNUT STGREENVILLEMO63944436001506$43,500$0ASSISTED APPROX 1120 CHILDREN BY PROVIDING FUNDS FOR SPORTS FACILITIES RENOVATIONS, BACKPACK PROGRAM AND COATS.
HANCOCK PLACE SCHOOL DISTRICT
9417 S BROADWAYST LOUISMO63125436001549$6,000$0ASSISTED 60 CHILDREN BY PROVIDING SYNAPSORY CALMING KITS.
LAMAR R-1
202 W 7TH STLAMARMO64759446003166$6,600$0ASSISTED 330 CHILDREN BY PROVIDING CLOTHING AND SCHOOL SUPPLIES.
LAQUEY R-V
27600 HWY AALAQUEYMO65534436004153$6,000$0ASSISTED 100 CHILDREN BY PROVIDING CLOTHING, SHOES AND SCHOOL SUPPLIES.
MARCELINE R-V
420 E CALIFORNIAMARCELINEMO64658436002173$5,151$0ASSISTED APPROX 343 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
MARSHFIELD R-1
170 STATE HWY DDMARSHFIELDMO65706446006015$13,500$0ASSISTED APPROX 650 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
NEVADA R-V SCHOOL DISTRICT
800 W HICKORYNEVADAMO64772446003641$6,113$0ASSISTED 70 CHILDREN BY PROVIDING COATS, CLOTHING AND HYGIENE ITEMS.
LATHROP BACKPACT PROGRAM
509 PARKVIEW DRLATHROPMO64465431075588$30,000$0ASSISTED APPROX 2000 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
LIONS SHARE BACKPACK PROGRAM
306 W OHIO STMANSFIELDMO65704431805198$8,100$0ASSISTED 540 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
NIANGUA R-V
301 RUMSEY STNIANGUAMO65713446003666$19,500$0ASSISTED APPROX 900 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
NORTH COUNTY R-1
300 BERRY RDBONNE TERREMO63628430893813$5,250$0ASSISTED APPROX 150 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
PLEASANT HILL R-III
318 CEDAR STPLEASANT HILLMO64080446003951$6,000$0ASSISTED APPROX 700 CHILDREN BY PROVIDING TOUCHLESS WATERING STATIONS.
POLO R-VII SCHOOL DISTRICT
300 W SCHOOL STPOLOMO64671446004032$6,600$0ASSISTED APPROX 430 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM AND CLOTHING.
SECOND HARVEST COMMUNITY FOOD BANK
915 DOUGLAS STST JOSEPHMO64505431268319$7,500$0ASSISTED APPROX 43 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM FOR A YEAR.
SHELL KNOB ALLIANCE OF CHURCHES
PO BOX 712SHELL KNOBMO65747431660561$7,500$0ASSISTED 375 CHILDREN BY PROVIDING SCHOOL SUPPLIES.
SOUTHERN BOONE COUNTY PTA
PO BOX 133ASHLANDMO65010237126477$5,772$0ASSISTED APPROX 100 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
VALLEY PARK ELEMENTARY
ONE MAIN STVALLEY PARKMO63088436003220$6,000$0ASSISTED 120 CHILDREN BY PROVIDING FOOD, CLOTHING, HYGIENE ITEMS AND SCHOOL SUPPLIES.
WILLARD R-2
500 E KIME STWILLARDMO65802446004826$6,000$0ASSISTED 240 CHILDREN BY PROVIDING FOOD, CLOTHING, SHOES, HYGIENE ITEMS AND SCHOOL SUPPLIES.
WINDSOR CONSOLIDATED SCHOOL DISTRICT
6208 US HWY 61-67IMPERIALMO63052436004086$7,500$0ASSISTED APPROX 500 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM.
PROJECT 360 YOUTH SERVICES INC
238 S JEFFERSON AVE STE ALEBANONMO65536473822734$15,000$0ASSISTED 300 CHILDREN BY PROVIDING CLOTHING, HYGIENE ITEMS, FOOD AND SUPPLIES.
RAINBOW HOUSE
1611 TOWNE DRCOLUMBIAMO65202431390192501(C)(3)$15,000$0ASSISTED APPROX 50 CHILDREN BY PROVIDING FUNDS FOR FURNITURE AND COMPUTER UPGRADES.
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt
Total Other Org17TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCASH ASSISTANCEGrantTypeTxt
Recipient93RecipientCnt
Cash Grant$1,220,980CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS 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 MILLION IN GRANTS WERE PROVIDED TO 92 INDIVIDUALS AND TO 179 ORGANIZATIONS WHICH IMPACTED THE LIVES OF AN ADDITIONAL 34,668 INDIVIDUALS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$695,019NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER - SILENT AUCTION & RAFFLE ITEMS65$14,646FMV
Yes (X)OTHER - GIVEAWAY ITEMS52$10,338FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AFIVE 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 7BTHE 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 11BTHE 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 12CCONFLICT 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 15THE 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 2022. 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 2022.
FORM 990, PART VI, SECTION C, LINE 19THE 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 -848,434.
FORM 990, PART XII, LINE 2CTHERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1GRAND LODGE AF & AM OF MISSOURIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16033 MASONIC DRIVEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65202ZIPCd
FieldValueIRS element (for citing)
EIN430160306EIN
Primary ActivitiesFELLOWSHIP OF MEMBERS TO RAISE FUNDS FOR BENEVOLENCEPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Exempt Code Section501(C)10ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GRAND LODGE AF & AM OF MISSOURI
N$250,000CASH
GRAND LODGE AF & AM OF MISSOURI
S$56,994CASH