MASONIC HOME OF MISSOURI: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF MISSOURI (EIN 43-0653370)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-10
- IRS object ID
- 202001629349300920
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T11:56:07-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431126847 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430653370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME OF MISSOURI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 5738144663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE NO STE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RAMSEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5738144663 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HENRY | PreparerPersonNm |
| PTIN | P01749573 | PTIN |
| Phone | 5734426171 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.106.18.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-15 | IPDt |
| IP Tm | 09:30:36 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0566228829B55C29AE585DD4659CCDA7DC84A050 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STANTON T BROWN II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE NO STE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,843,542 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.MOHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1889 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | THE MASONIC HOME PROVIDES ASSISTANCE TO MISSOURI MASTER MASONS, THEIR WIVES OR WIDOWS, FEMALE MEMBERS OF THE ORDER OF THE EASTERN STAR AND MASONIC CHILDREN. ASSISTANCE IS ALSO PROVIDED STATEWIDE TO CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. IN ADDITION, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO HELP GIVE VETERANS THE OPPORTUNITY TO VISIT THEIR MEMORIAL THROUGH THE HONOR FLIGHT PROGRAM OR TO ACTIVE MILITARY THROUGH CARE PACKAGES. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY AND NON-FINANCIALLY TO THOSE ELIGIBLE APPLICANTS IN DISTRESS THROUGH THE OUTREACH SERVICES PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,057,963 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,170,931 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,049,233 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,741,449 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,511 | PYOtherRevenueAmt |
| CY Other Revenue | -$36,630 | CYOtherRevenueAmt |
| PY Total Revenue | $14,077,685 | PYTotalRevenueAmt |
| CY Total Revenue | $7,875,750 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,375,549 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,330,814 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $838,404 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $961,572 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $563,283 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,687,012 | PYOtherExpensesAmt |
| CY Other Expenses | $1,689,072 | CYOtherExpensesAmt |
| PY Total Expenses | $3,900,965 | PYTotalExpensesAmt |
| CY Total Expenses | $3,981,458 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,176,720 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,894,292 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,142,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,235,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $163,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $282,306 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $148,979,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,953,177 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ASSIST ELIGIBLE ADULTS AND CHILDREN IN NEED BY PRACTICING THE PRINCIPLES OF FREEMASONRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,689,463 | ExpenseAmt |
| Grant | $1,330,814 | GrantAmt |
| Desc | THE LIVES OF OVER 26,000 INDIVIDUALS WERE IMPACTED WITH OVER $1.3 MILLION IN DIRECT FINANCIAL ASSISTANCE PROVIDED BY THE MASONIC HOME DURING TAX YEAR 2018. THE LIVES OF OVER 16,700 CHILDREN AND 54 VETERANS WERE IMPACTED THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING, WHILE 84 INDIVIDUALS AND MASONIC CHILDREN RECEIVED FINANCIAL ASSISTANCE. IN ADDITION, THE MASONIC HOME TOUCHED THE LIVES OF OVER 9,600 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. 83 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. OVER 16,700 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. 54 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. ONE INDIVIDUAL RECEIVED ASSISTANCE THROUGH THIS PROGRAM DURING 2018.OVER 9,600 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 | $2,689,463 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | 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 | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODI BLAKE DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5738144663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE SUITE A | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT T THOMAS | |||||||
| HONORARY CHAIRMAN | 3.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STANTON T BROWN II | |||||||
| PRESIDENT | 5.00 | 25.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM W BIRD | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY V CUNDIFF | |||||||
| VICE PRESIDENT | 5.00 | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL FLAGG | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TAZ MEYER | |||||||
| TREASURER | 4.00 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY QUIBELL | |||||||
| DIRECTOR | 4.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DAVID W RAMSEY | |||||||
| DIRECTOR | 4.00 | 0.25 | Yes (X) | $0 | $0 | $0 | |
| BUDDY ROBERTS | |||||||
| SECRETARY | 4.00 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TY TREUTELAAR | |||||||
| DIRECTOR | 5.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D JEFFERS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W KAESER JR | |||||||
| DIRECTOR | 3.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID POWELL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL D VOYLES | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA A RAMSEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $105,166 | $0 | $15,174 | ||
| JODI M BLAKE | |||||||
| DIRECTOR OF FINANCE & DEVE | 40.00 | Yes (X) | $88,476 | $0 | $30,646 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $193,642 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTRAL TRUST COMPANY | |||||
| 720 E BROADWAY | COLUMBIA | MO | 65205 | INVESTMENT MANAGEMENT | $149,716 |
| COMMERCE TRUST COMPANY | |||||
| 901 E BROADWAY | COLUMBIA | MO | 65205 | INVESTMENT MANAGEMENT | $129,793 |
| COLUMBIA MARKETING GROUP | |||||
| 300 ST JAMES ST STE 103 | COLUMBIA | MO | 65201 | DESIGN AND PRINT SERVICES | $120,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $63,635 | FundraisingAmt |
| All Other Contributions | $1,107,296 | AllOtherContributionsAmt |
| Noncash Contributions | $38,580 | NoncashContributionsAmt |
| Total Contributions | $1,170,931 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,378,583 | TotalRevenueColumnAmt |
| Exclusion | $3,378,583 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,247 | TotalRevenueColumnAmt |
| Exclusion | $8,247 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,895 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,647 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$35,752 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,752 | TotalRevenueColumnAmt |
| Exclusion | -$35,752 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,224,196 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,861,330 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,362,866 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,362,866 | TotalRevenueColumnAmt |
| Exclusion | $3,362,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,465 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $63,635 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $43,815 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,350 | TotalRevenueColumnAmt |
| Exclusion | -$9,350 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $225 | TotalRevenueColumnAmt |
| Exclusion | $225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $225 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,875,750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,704,819 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,529 | TotalAmt |
| Program Services | $346,529 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,285 | TotalAmt |
| Program Services | $984,285 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,694 | TotalAmt |
| Program Services | $95,211 | ProgramServicesAmt |
| Management And General | $49,939 | ManagementAndGeneralAmt |
| Fundraising | $104,544 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,892 | TotalAmt |
| Program Services | $300,963 | ProgramServicesAmt |
| Management And General | $90,021 | ManagementAndGeneralAmt |
| Fundraising | $141,908 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,132 | TotalAmt |
| Program Services | $12,588 | ProgramServicesAmt |
| Management And General | $8,428 | ManagementAndGeneralAmt |
| Fundraising | $9,116 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,027 | TotalAmt |
| Program Services | $56,402 | ProgramServicesAmt |
| Management And General | $12,474 | ManagementAndGeneralAmt |
| Fundraising | $25,151 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,827 | TotalAmt |
| Program Services | $28,459 | ProgramServicesAmt |
| Management And General | $9,833 | ManagementAndGeneralAmt |
| Fundraising | $16,535 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,975 | TotalAmt |
| Program Services | $925 | ProgramServicesAmt |
| Management And General | $18,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,415 | TotalAmt |
| Program Services | $4,101 | ProgramServicesAmt |
| Management And General | $34,828 | ManagementAndGeneralAmt |
| Fundraising | $1,486 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,172 | TotalAmt |
| Program Services | $203,448 | ProgramServicesAmt |
| Management And General | $101,724 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,997 | TotalAmt |
| Program Services | $30,125 | ProgramServicesAmt |
| Fundraising | $1,872 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,923 | TotalAmt |
| Program Services | $23,704 | ProgramServicesAmt |
| Management And General | $16,231 | ManagementAndGeneralAmt |
| Fundraising | $32,988 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,541 | TotalAmt |
| Program Services | $8,974 | ProgramServicesAmt |
| Management And General | $15,596 | ManagementAndGeneralAmt |
| Fundraising | $22,971 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,827 | TotalAmt |
| Program Services | $59,268 | ProgramServicesAmt |
| Management And General | $71,041 | ManagementAndGeneralAmt |
| Fundraising | $10,518 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,278 | TotalAmt |
| Program Services | $16,475 | ProgramServicesAmt |
| Management And General | $28,023 | ManagementAndGeneralAmt |
| Fundraising | $12,780 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,632 | TotalAmt |
| Program Services | $2,613 | ProgramServicesAmt |
| Management And General | $16,045 | ManagementAndGeneralAmt |
| Fundraising | $5,974 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,182 | TotalAmt |
| Program Services | $220,193 | ProgramServicesAmt |
| Management And General | $154,382 | ManagementAndGeneralAmt |
| Fundraising | $21,607 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,155 | TotalAmt |
| Program Services | $32,907 | ProgramServicesAmt |
| Management And General | $97,580 | ManagementAndGeneralAmt |
| Fundraising | $4,668 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| MEMBER LISTING - GRAND | $250,000 | $146,480 | $103,520 | |
| PUBLICATIONS | $146,987 | $104,609 | $42,378 | |
| DONOR RECOGNITION | $9,520 | $5,003 | $4,517 | |
| MUSUEM DISPLAY | $6,699 | $6,699 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,769 | TotalAmt |
| Program Services | $4,505 | ProgramServicesAmt |
| Fundraising | $264 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,981,458 | TotalAmt |
| Program Services | $2,689,463 | ProgramServicesAmt |
| Management And General | $728,712 | ManagementAndGeneralAmt |
| Fundraising | $563,283 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,990 | BOYAmt |
| EOY | $54,972 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,545,863 | BOYAmt |
| EOY | $4,515,263 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,487 | BOYAmt |
| EOY | $1,464,704 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,504 | BOYAmt |
| EOY | $56,196 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,142 | BOYAmt |
| EOY | $172,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,055,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,410,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,890,169 | BOYAmt |
| EOY | $8,644,713 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,614,914 | BOYAmt |
| EOY | $138,359,703 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,002,665 | BOYAmt |
| EOY | $2,967,044 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,142,734 | BOYAmt |
| EOY | $156,235,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,248 | BOYAmt |
| EOY | $184,614 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,270 | BOYAmt |
| EOY | $97,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,518 | BOYAmt |
| EOY | $282,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,924,221 | BOYAmt |
| EOY | $81,898,942 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,465,389 | BOYAmt |
| EOY | $40,508,249 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,589,606 | BOYAmt |
| EOY | $33,545,986 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,979,216 | BOYAmt |
| EOY | $155,953,177 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,142,734 | BOYAmt |
| EOY | $156,235,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,894,292 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,096,427 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,758 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,470,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,739,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,136,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,170,931 | CurrentTaxYearAmt |
| Total | $6,575,441 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,470,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,739,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,136,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,170,931 | CurrentTaxYearAmt |
| Total | $6,575,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $6,575,441 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,393,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,462,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,438,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,211,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,413,725 | CurrentTaxYearAmt |
| Total | $16,920,672 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,198 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,690 | CurrentTaxYearAmt |
| Total | $173,948 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,670,061 | TotalSupportAmt |
| Public Support CY170 | 0.27780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.28030 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 OVER THE YEARS. SINCE QUALIFYING FOR PUBLIC CHARITY STATUS, THE MASONIC HOME HAS FAILED THIS TEST 6 TIMES, INCLUDING THE CURRENT YEAR, BY A MARGIN NEVER EXCEEDING 5.55%. AT THE END OF TAX YEAR 2018, THE MASONIC HOME HAS AGAIN FAILED THIS TEST FOR TWO CONSECUTIVE YEARS, BY MARGINS OF 5.55% AND 5.30% FOR 2018 AND 2017, RESPECTIVELY. ALTHOUGH TOTAL DONATIONS HAVE GENERALLY INCREASED EACH YEAR FOR THE PAST 5 YEARS, INVESTMENT INCOME HAS INCREASED AS WELL, DILUTING ANY INCREASE IN THE PERCENTAGE OF TOTAL REVENUE COMING FROM DIRECT CONTRIBUTIONS. IN ADDITION, AS OUTLINED IN ITEM 3 BELOW, 30% 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 27.78%, THE TOTAL PUBLIC SUPPORT PERCENTAGE WOULD BE OVER 57%. |
| 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 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. ENDOWMENTS RECEIVED FROM HUNDREDS OF INDIVIDUAL DONORS OVER A 100-YEAR TIMEFRAME ACCOUNT FOR 41% OF INVESTMENT INCOME. INVESTMENT INCOME MADE UP 71% OF TOTAL INCOME. 30% 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 30% 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 2018 YEAR WITH OVER 57% 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 20,000 MASONIC AND NON-MASONIC INDIVIDUALS, ORGANIZATIONS, AND BUSINESSES FINANCIALLY SUPPORTED THE MASONIC HOME DURING THE FIVE-YEAR PERIOD IN QUESTION. THIS INCLUDES APPROXIMATELY 3200 INDIVIDUALS AND ORGANIZATIONS VIA DIRECT DONATIONS, 225 LOCAL AND NATIONAL BUSINESSES, AND 16,400 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. ACCORDING TO THE PROCEEDINGS OF THE GRAND LODGE OF MISSOURI, AS OF 6/30/2018 THERE WERE 22,594 DUES PAYING MISSOURI MASONS (OF A TOTAL MEMBERSHIP OF NEARLY 33,000). BASED ON AVERAGE ANNUAL MEMBERSHIP, OVER THE 5-YEAR PERIOD, APPROXIMATELY 53% OF DUES PAYING MASONS AND 13% 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 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 2018. DURING THE YEAR, THE MASONIC HOME ASSISTED 84 MASONIC-AFFILIATED INDIVIDUALS AND OVER 16,700 NON-MASONIC CHILDREN. OVER THE PAST FIVE YEARS, THE MASONIC HOME ASSISTED 361 MASONIC-AFFILIATED INDIVIDUALS AND NEARLY 62,000 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 60 INDIVIDUALS ON A MONTHLY BASIS DURING 2018. OF THOSE, 13% WERE ASSISTED FOR A PERIOD OF 6 TO 11 CONTINUOUS MONTHS, AND 60% 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 26,500 INDIVIDUAL LIVES WERE TOUCHED THROUGH ALL PROGRAMS COMBINED, WITH THIS NUMBER CONTINUING TO RISE YEAR OVER YEAR. |
| 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
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,801,932 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $5,087,665 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,478,449 | OtherExpendituresAmt |
| Administrative Expenses | $150,592 | AdministrativeExpensesAmt |
| End Year Balance | $65,260,656 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,742,625 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $4,577,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,361,114 | OtherExpendituresAmt |
| Administrative Expenses | $157,212 | AdministrativeExpensesAmt |
| End Year Balance | $61,801,932 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,737,897 | BeginningYearBalanceAmt |
| Contributions | $225 | ContributionsAmt |
| Investment Earnings Or Losses | $4,627,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,484,466 | OtherExpendituresAmt |
| Administrative Expenses | $138,642 | AdministrativeExpensesAmt |
| End Year Balance | $58,742,625 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,870,522 | BeginningYearBalanceAmt |
| Contributions | $121,875 | ContributionsAmt |
| Investment Earnings Or Losses | $1,444,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,566,785 | OtherExpendituresAmt |
| Administrative Expenses | $132,006 | AdministrativeExpensesAmt |
| End Year Balance | $55,737,897 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,329,121 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $1,110,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,435,272 | OtherExpendituresAmt |
| Administrative Expenses | $133,753 | AdministrativeExpensesAmt |
| End Year Balance | $55,870,522 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.52380 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $575,058 | OtherCostOrOtherBasisAmt |
| Book Value | $575,058 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,988,317 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,467,976 | DepreciationAmt |
| Book Value | $7,520,341 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,742 | DepreciationAmt |
| Book Value | $15,542 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,222,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $689,010 | DepreciationAmt |
| Book Value | $533,772 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,644,713 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL AND PAYROLL TAXES | $91,578 |
| CHARITABLE GIFT ANNUITY LIABILITY | $6,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $97,692 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,756,709 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,096,427 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,758 | OtherRevenueAmt |
| Revenue Not Reported | $3,079,669 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,677,040 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $305,172 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$106,462 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $198,710 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,875,750 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,782,748 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $106,462 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $106,462 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,676,286 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $305,172 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $305,172 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,981,458 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -16,758. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -62,647. FUNDRAISING EXPENSES -43,815. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 62,647. FUNDRAISING EXPENSES 43,815. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $57,342 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,122 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,220 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $750 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,771 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $720 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,011 | OtherDirectExpensesEvent1Amt |
| Event2 | DONOR DINNER | Event2Nm |
| Gross Receipts Event2 | $40,058 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,813 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,245 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $15,007 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,607 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $700 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $700 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $600 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $349 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $98,100 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $63,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,465 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $750 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,771 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,327 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,967 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $43,815 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,350 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|
| PIERCE CITY SCHOOLS | |||||||
| 400 N GIBBS AVE | PIERCE CITY | MO | 65723 | 446003884 | $20,200 | ASSISTED APPROX 1347 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| FIRST CHRISTIAN CHURCH | |||||||
| 500 S MADISON AVE | LEBANON | MO | 65536 | 440581497 | $15,500 | ASSISTED APPROX 270 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| MARSHFIELD R-1 | |||||||
| 650 N LOCUST | MARSHFIELD | MO | 65706 | 446006015 | $9,000 | ASSISTED APPROX 600 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| MARCELINE R-V | |||||||
| 420 E CALIFORNIA | MARCELINE | MO | 64658 | 436002173 | $5,000 | ASSISTED APPROX 333 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| LOGAN-ROGERSVILLE PTA | |||||||
| 306 S MILL ST | ROGERSVILLE | MO | 65742 | 237126453 | $0 | ASSISTED APPROX 350 CHILDREN BY PROVIDING SHOES. | $7,000 |
| EAST BUCHANAN BULLDOG BUDDIES | |||||||
| 100 SMITH ST | GOWER | MO | 64454 | 430893695 | $12,000 | ASSISTED APPROX 800 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM | |
| LATHROP FOOD PANTRY | |||||||
| 406 ELM ST | LATHOP | MO | 64465 | 431075588 | $5,344 | ASSISTED APPROX 356 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| NEVADA R-V SCHOOL DISTRICT | |||||||
| 800 W HICKORY | NEVADA | MO | 64772 | 446003641 | $6,019 | ASSISTED 182 CHILDREN BY PROVING CLOTHING, SHOES, COATS AND SCHOOL SUPPLIES. | |
| MT ZION UNITED METHODIST CHURCH | |||||||
| 1485 CRAIG RD | ST LOUIS | MO | 63146 | 362167731 | $5,000 | ASSISTED APPROX 333 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. | |
| BRANSON UNITED METHODIST CHURCH | |||||||
| 1208 W 76 COUNTRY BLVD | BRANSON | MO | 65616 | 431133688 | $5,000 | ASSISTED APPROX 200 CHILDREN BY PROVIDING SOCKS AND UNDERGARMENTS. | |
| FOUNDATION FOR SPRINGFIELD PUBLIC SCHOOLS | |||||||
| 1131 N BOONVILLE | SPRINGFIELD | MO | 65802 | 431560366 | $5,210 | ASSISTED APPROX 174 CHILDREN BY PROVIDING COATS. | |
| COLUMBIA PUBLIC SCHOOLS | |||||||
| 1818 W WORLEY ST | COLUMBIA | MO | 65203 | 436000318 | $10,128 | ASSISTED APPROX 202 CHILDREN BY PAYING BALANCES OF OVERDUE LUNCH ACCOUNTS. | |
| PARKWAY SCHOOL DISTRICT | |||||||
| 455 N WOODS MILL RD | CHESTERFIELD | MO | 63017 | 436000857 | $5,000 | ASSISTED 200 CHILDREN BY PAYING BALANCES OF OVERDUE LUNCH ACCOUNTS. | |
| PATTONVILLE SCHOOL DISTRICT | |||||||
| 2497 CREVE COEUR MILL RD | MARYLAND HEIGHTS | MO | 63043 | 436002710 | $11,008 | ASSISTED 220 CHILDREN BY PAYING BALANCES OF OVERDUE LUNCH ACCOUNTS. | |
| ROCKWOOD R-6 | |||||||
| 111 E NORTH ST | EUREKA | MO | 63025 | 436004215 | $5,000 | ASSISTED 200 CHILDREN BY PAYING BALANCES OF OVERDUE LUNCH ACCOUNTS. | |
| WILLARD R-2 | |||||||
| 4151 W DIVISION ST | SPRINGFIELD | MO | 65802 | 446004826 | $5,330 | ASSISTED 106 CHILDREN BY PROVIDING CLOTHING, FOOD AND HYGIENE ITEMS. | |
| CARROLLTON PUBLIC SCHOOL DISTRICT | |||||||
| 103 E 9TH ST | CARROLLTON | MO | 64633 | 446005261 | $5,286 | ASSISTED 106 CHILDREN BY PAYING BALANCES OF OVERDUE LUNCH ACCOUNTS. | |
| GREAT RIVER HONOR FLIGHT | |||||||
| 513 HAMPSHIRE | QUINCY | IL | 62301 | 474587469 | $5,000 | PROVIDED FUNDING TO ALLOW 17 VETERANS TO VIEW THEIR MEMORIAL THROUGH HONOR FLIGHT PROGRAM. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH ASSISTANCE | GrantTypeTxt |
| Recipient | 988 | RecipientCnt |
| Cash Grant | $982,036 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE PROVIDED DIRECTLY TO A SERVICE PROVIDER OR TO AN INDIVIDUAL. SERVICE PROVIDERS INCLUDE MEDICAL PROVIDERS, FACILITIES, UTILITIES, RETAIL ESTABLISHMENTS, ETC. RECEIPT OF PAYMENT IS REQUIRED. ASSISTANCE TO INDIVIDUALS IS MONITORED BY OUTREACH STAFF AND RECONCILED BY FINANCE STAFF. FULL FINANCIAL REASSESSMENTS ARE PERFORMED BY OUTREACH STAFF NOT LESS FREQUENTLY THAN EVERY SIX MONTHS. OVER $1.3 MILLION IN GRANTS WAS PROVIDED TO 988 INDIVIDUALS AND TO 267 ORGANIZATIONS WHICH IMPACTED THE LIVES OF NEARLY 15,900 INDIVIDUALS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,305 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER - SILENT AUCTION & RAFFLE ITEMS | 81 | $14,389 | FMV |
| Yes (X) | OTHER - GIVEAWAY ITEMS | 59 | $13,886 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | FIVE MEMBERS OF THE BOARD OF DIRECTORS ARE OFFICERS OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF THE STATE OF MISSOURI, WITH THE TOP THREE OFFICERS HOLDING THE FOLLOWING OFFICES ON THE BOARD BY VIRTUE OF THEIR POSITION WITHIN THE GRAND LODGE: HONORARY CHAIRMAN, PRESIDENT AND VICE-PRESIDENT. THE REMAINING EIGHT MEMBERS OF THE BOARD OF DIRECTORS ARE MASTER MASONS IN GOOD STANDING IN MISSOURI LODGES. TWO MEMBERS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP OF THE GRAND LODGE AT THE ANNUAL CONVENTION EACH SEPTEMBER. VACANCIES AMONG THE BOARD OF DIRECTORS ARE FILLED BY THE BOARD UNTIL THE FOLLOWING ANNUAL COMMUNICATION OF THE GRAND LODGE AF & AM OF MISSOURI. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS SHALL ALTER, CHANGE OR AMEND THE BY-LAWS AT ANY REGULAR MEETING OF THE BOARD OF DIRECTORS BY A MAJORITY VOTE OF THE MEMBERS PRESENT. ALL SUCH ALTERATIONS, CHANGES OR AMENDMENTS SHALL BE SUBJECT TO RATIFICATION BY THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI AT THE NEXT ANNUAL COMMUNICATION OF THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI, EITHER THROUGH THE ADOPTION AND APPROVAL OF THE REPORT OF THE PRESIDENT OF THE BOARD TO THE ANNUAL COMMUNICATION OR BY DIRECT VOTE UPON THE MATTER DURING THE ANNUAL COMMUNICATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE ENTIRE FINANCE COMMITTEE TO REVIEW AND APPROVE PRIOR TO FILING. UPON APPROVAL BY THE COMMITTEE, THE FORM 990 IS PROVIDED TO THE REMAINDER OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING: EACH BOARD MEMBER AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SITTING PRESIDENT, ALONG WITH THE IN-COMING BOARD PRESIDENT, ARE RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS OF THE EXECUTIVE DIRECTOR AND DETERMINING SALARY. 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 2018. 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 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, THE ANNUAL REPORT AND IRS FORM 990 ARE POSTED ON THE MASONIC HOME WEBSITE UPON COMPLETION. THE AUDITED FINANCIAL STATEMENTS ARE ALSO DISTRIBUTED TO ATTENDEES AT THE ANNUAL COMMUNICATION OF THE GRAND LODGE (ANNUAL MEETING) AND SUBSEQUENTLY PUBLISHED IN THE GRAND LODGE OF MISSOURI PROCEEDINGS. ALL DOCUMENTS ARE ALSO AVAILABLE BY CONTACTING THE MASONIC HOME OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -16,758. |
| FORM 990, PART XII, LINE 2C | THERE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE AF & AM OF MISSOURI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430160306 | EIN |
| Primary Activities | FELLOWSHIP OF MEMBERS TO RAISE FUNDS FOR BENEVOLENCE | PrimaryActivitiesTxt |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)10 | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GRAND LODGE AF & AM OF MISSOURI | ||
| N | $250,000 | CASH |
| GRAND LODGE AF & AM OF MISSOURI | ||
| S | $79,821 | CASH |