MICHIGAN MASONIC CHARITABLE FOUNDATION: Form 990, tax year 2024
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- Organization
- MICHIGAN MASONIC CHARITABLE FOUNDATION (EIN 38-3266089)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-09-05
- IRS object ID
- 202502489349300620
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-05T12:02:53-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 248 | AddressLine1Txt |
| City | Alma | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383266089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michigan Masonic Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9894633141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wright Avenue | AddressLine1Txt |
| City | Alma | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert P Conley | PersonNm |
| Person Title | System CEO | PersonTitleTxt |
| Phone | 9894633141 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian R Dixon | PreparerPersonNm |
| PTIN | P01321580 | PTIN |
| Phone | 9894636108 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert P Conley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wright Avenue | AddressLine1Txt |
| City | Alma | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,318,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.michiganmasons.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | To invest in programs and services to make life better for Michigan Masons, their families, and their communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,370,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $921,495 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,985 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $386 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,697,861 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,396,734 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,071,711 | PYTotalRevenueAmt |
| CY Total Revenue | $3,318,615 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,366,271 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,384,493 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $434,744 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $434,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $527,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,840,177 | PYOtherExpensesAmt |
| CY Other Expenses | $2,078,548 | CYOtherExpensesAmt |
| PY Total Expenses | $11,641,192 | PYTotalExpensesAmt |
| CY Total Expenses | $21,897,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,569,481 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,579,185 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $145,098,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,133,465 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $763,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,064,147 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $144,334,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,069,318 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To invest in programs and services to make life better for Michigan Masons, their families, and their communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $287,707 | ExpenseAmt |
| Desc | Provide financial support to Masonic affiliated residents living at Michigan Masonic Home. Approximately 74 Masonic (Total building census: 165) affiliated residents benefit from the charity of the Foundation. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $386 | RevenueAmt |
| Desc | Maintain Masonic Library and Museum for public use, informational requests, and research by scholars. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,384,493 | ExpenseAmt |
| Grant | $19,384,493 | GrantAmt |
| Desc | Lodge Charity Account Program is the Gateway for allowing more lodges the opportunity to build, enrich, strengthen, and transform their relief programs and community philanthropy through scholarships, community charities, or relief aid to a brother. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The Michigan Masonic Charitable Foundation provides as a community charitable outreach program a charitable gift to the Say Detroit Charities of $500,000 annually. This 2025 year is the final year of the outreach program. It will be reevaluated for future support this year. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,672,200 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeff Lodholtz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8009947400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wright Avenue | AddressLine1Txt |
| City | Alma | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Jan Cross | |||||||
| President | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Blair Schadler | |||||||
| Vice President | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Finkel | |||||||
| Secretary | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Eugene Abbaticchio | |||||||
| Chairman | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William J Sauget | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Todd Schmitz | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Perry | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Caroline Ambrose | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| William Wagner | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| James Huff | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Larry Inscho | |||||||
| Treasurer | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mike Roberts | |||||||
| Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| Robert P Conley | |||||||
| System CEO | 1.00 | Yes (X) | $17,022 | $153,196 | $0 | 39.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,022 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $153,196 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $921,495 | GovernmentGrantsAmt |
| Total Contributions | $921,495 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalties/Gas Leases | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $386 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $386 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,396,734 | TotalRevenueColumnAmt |
| Exclusion | $2,396,734 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,318,615 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $386 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,396,734 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,907,117 | TotalAmt |
| Program Services | $18,907,117 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,376 | TotalAmt |
| Program Services | $477,376 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,161 | TotalAmt |
| Program Services | $101,416 | ProgramServicesAmt |
| Management And General | $882 | ManagementAndGeneralAmt |
| Fundraising | $261,863 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,316 | TotalAmt |
| Program Services | $2,316 | ProgramServicesAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
| Fundraising | $5,980 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,647 | TotalAmt |
| Program Services | $9,927 | ProgramServicesAmt |
| Management And General | $87 | ManagementAndGeneralAmt |
| Fundraising | $25,633 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,635 | TotalAmt |
| Program Services | $5,384 | ProgramServicesAmt |
| Management And General | $1,080 | ManagementAndGeneralAmt |
| Fundraising | $20,171 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,040 | TotalAmt |
| Management And General | $10,040 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,845 | TotalAmt |
| Management And General | $715,845 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022,657 | TotalAmt |
| Management And General | $920,629 | ManagementAndGeneralAmt |
| Fundraising | $102,028 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,093 | TotalAmt |
| Program Services | $6,202 | ProgramServicesAmt |
| Management And General | $1,710 | ManagementAndGeneralAmt |
| Fundraising | $181 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,126 | TotalAmt |
| Program Services | $57,001 | ProgramServicesAmt |
| Management And General | $18,116 | ManagementAndGeneralAmt |
| Fundraising | $4,009 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,079 | TotalAmt |
| Program Services | $35,069 | ProgramServicesAmt |
| Management And General | $9,852 | ManagementAndGeneralAmt |
| Fundraising | $26,158 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,458 | TotalAmt |
| Program Services | $33,096 | ProgramServicesAmt |
| Management And General | $9,396 | ManagementAndGeneralAmt |
| Fundraising | $37,966 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,520 | TotalAmt |
| Program Services | $10,086 | ProgramServicesAmt |
| Management And General | $2,864 | ManagementAndGeneralAmt |
| Fundraising | $11,570 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833 | TotalAmt |
| Program Services | $515 | ProgramServicesAmt |
| Fundraising | $1,318 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,953 | TotalAmt |
| Program Services | $4,094 | ProgramServicesAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
| Fundraising | $4,697 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,944 | TotalAmt |
| Program Services | $22,601 | ProgramServicesAmt |
| Management And General | $6,416 | ManagementAndGeneralAmt |
| Fundraising | $25,927 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,897,800 | TotalAmt |
| Program Services | $19,672,200 | ProgramServicesAmt |
| Management And General | $1,698,099 | ManagementAndGeneralAmt |
| Fundraising | $527,501 | FundraisingAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,799,775 | BOYAmt |
| EOY | $2,043,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $70,885 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,098 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827 | BOYAmt |
| EOY | $68,342 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,295,925 | BOYAmt |
| EOY | $134,950,387 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,098,250 | BOYAmt |
| EOY | $137,133,465 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,117 | BOYAmt |
| EOY | $100,818 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,337 | BOYAmt |
| EOY | $963,329 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,454 | BOYAmt |
| EOY | $1,064,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,561,220 | BOYAmt |
| EOY | $130,776,559 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,576 | BOYAmt |
| EOY | $5,292,759 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,334,796 | BOYAmt |
| EOY | $136,069,318 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,098,250 | BOYAmt |
| EOY | $137,133,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,579,185 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,313,705 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $657,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,558,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,370,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,495 | CurrentTaxYearAmt |
| Total | $6,661,642 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,153,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $657,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,558,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,370,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,495 | CurrentTaxYearAmt |
| Total | $6,661,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $72,189 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,589,453 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,168,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,834,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,139,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,697,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,396,734 | CurrentTaxYearAmt |
| Total | $10,236,128 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,490 | CurrentTaxYearMinus4YearsAmt |
| Total | $30,490 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,928,260 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $386 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.38930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,239 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,859 | DepreciationAmt |
| Book Value | $68,342 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,342 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $495,830 |
| Checks Written in Excess of Dep | $170,072 |
| Related party notes payable | $297,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $963,329 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,916,475 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,313,705 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,313,705 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,602,770 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $715,845 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $715,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,318,615 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,181,955 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,181,955 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $715,845 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $715,845 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,897,800 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| Chapter Charity | ||||||||
| $43,325 | $0 | Provide each Eastern Star chapter with a maximum of $1,000 for community outreach purposes | ||||||
| Masonic FDN for Children Inc | ||||||||
| $7,500 | $0 | Training for educators to identify risk behaviors in children | PO Box 2364 | Florence | OR | 97439 | 550731354 | 501c3 |
| Masonic Service Association | ||||||||
| $7,500 | $0 | Support services for veterans and locals that have impacted by natural or man made disasters | 813 1st Avenue SE 357 | Cedar Rapids | IA | 52402 | 530204605 | 501c3 |
| MI Child ID Program | ||||||||
| $8,301 | $0 | Provide programs and materials to assist partents/guardians with information about child protections service | ||||||
| Michigan Masonic Youth | ||||||||
| $36,000 | $0 | Provide to DeMolay for Boys and Rainbow for Girls operating expenses and scholarships | ||||||
| Outside Relief Program | ||||||||
| $33,622 | $0 | Provide financial information services to members and families facing difficulties due to loss of employment etc. | ||||||
| SAY Detroit | ||||||||
| $500,000 | $0 | Provide services to children and families in need in Detroit, MI | 29836 Telegraph Road | Southfield | MI | 48034 | 204786626 | 501c3 |
| Masonic Relief Initiative | ||||||||
| $218,574 | $0 | Provide living expenses and other immediate needs assistance to Masons, widows, families of members | ||||||
| Affiliated Masonic Support | ||||||||
| $1,545,721 | $0 | Provides support to Masons, widows and affiliated members through subsidy to the Michigan Masonic Home | ||||||
| ChapelConference Center | ||||||||
| $556,000 | $0 | Provides support to the Doig Chapel operated by the Michigan Masonic Home with utlilities, clearing, etc. | ||||||
| CapitalOperational Support | ||||||||
| $15,949,756 | $0 | Provides support to the Michigan Masonic Home for capital and debt payments for the Michigan Masonic Home | ||||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|
| Lodge Charity | $468,366 | Grants to lodges in Michigan for community outreach or support of members and families |
| Scholarships | $9,010 | Scholarships to youth leaders of each Masonically sponsored group, Rainbow for Girls, DeMolay for Boys |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | All grants are monitored by management. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert P Conley | PersonNm |
| Title | System CEO | TitleTxt |
| Base Compensation Filing Org | $17,022 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $153,196 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $17,022 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $153,196 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Members are Michigan Masons |
| Form 990, Part VI, Section A, line 7a | Board of Trustees elect new members to the Board. |
| Form 990, Part VI, Section A, line 7b | Trustees vote on all matters |
| Form 990, Part VI, Section B, line 11b | The 990 Form is distributed to the Board of Trustees for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Officers, Board Members, and Key Employees are required annually to sign the Conflict of Interest Statement, which is kept on file with Administration. |
| Form 990, Part VI, Section B, line 15 | The Board of Trustees reviews compensation of the Director. The Organization utilizes the skills and background of its HR Director, in conjunction with trade surveys, to determine median pay ranges for all positions, including CEO and HCE's. |
| Form 990, Part VI, Section C, line 19 | 990 Tax Return is available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| Grand Lodge of F&AM of Michigan | |||||||||
| 1200 Wright Avenue | Alma | MI | 48801 | 380557455 | Frat Org | MI | 501(c)(8) & (c)(10) | 0 | |
| Michigan Masonic Home | |||||||||
| 1200 Wright Avenue | Alma | MI | 48801 | 237259307 | Retirement | MI | 501(c)(3) | 0 | Line 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Michigan Masonic Home | |
| B | $18,085,099 |
| Michigan Masonic Home | |
| O | $970,000 |
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