MASONIC HOME OF MISSOURI: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF MISSOURI (EIN 43-0653370)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-15
- IRS object ID
- 201700469349302305
- Schema version
- 2015v3.0
- 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 | 2017-02-15T12:37:59-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2017-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA K MATHES | PreparerPersonNm |
| PTIN | P00048945 | PTIN |
| Phone | 5734426171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD L SMITH | 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 | $55,933,801 | 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, 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 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 | 16 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,468,075 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,739,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,034,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,001,854 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,015 | PYOtherRevenueAmt |
| CY Other Revenue | -$26,043 | CYOtherRevenueAmt |
| PY Total Revenue | $8,520,887 | PYTotalRevenueAmt |
| CY Total Revenue | $4,715,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,084,865 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,287,166 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $817,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $883,390 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $565,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,715,763 | PYOtherExpensesAmt |
| CY Other Expenses | $1,637,585 | CYOtherExpensesAmt |
| PY Total Expenses | $3,617,834 | PYTotalExpensesAmt |
| CY Total Expenses | $3,808,141 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,903,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $907,588 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $135,382,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,836,858 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $237,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $180,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,144,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $134,656,206 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MASONIC HOME PROVIDES ASSISTANCE TO MISSOURI MASTER MASONS, THEIR WIVES, 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 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,545,821 | ExpenseAmt |
| Grant | $1,287,166 | GrantAmt |
| Desc | THE HOME PROVIDED ALMOST $1.3 MILLION IN DIRECT FINANCIAL ASSISTANCE IN TAX YEAR 2015, TOUCHING THE LIVES OF ALMOST 21,000 INDIVIDUALS. THE HOME ASSISTED 101 INDIVIDUALS AND MASONIC CHILDREN, NEARLY 12,500 CHILDREN STATEWIDE, AND 159 VETERANS THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING. IN ADDITION, THE HOME TOUCHED THE LIVES OF OVER 7,600 INDIVIDUALS THROUGH OUR NON-FINANCIAL PROGRAMS. THE HOME'S FINANCIAL PROGRAMS INCLUDE LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, CHILDREN'S OUTREACH, CREATING-A-PARTNERSHIP AND PARTNERING TO HONOR, A COMPONENT OF THE ARMED FORCES PROGRAM. THE HOME ASSISTED 101 MASONIC-AFFILIATED INDIVIDUALS THROUGH THE SHORT- AND LONG-TERM FINANCIAL ASSISTANCE PROGRAMS AND THE CHILDREN'S OUTREACH PROGRAM. THESE PROGRAMS PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS TO MEET THEIR MONTHLY FINANCIAL NEEDS OR FOR MEDICAL AND OTHER EXPENSES. NEARLY 12,500 CHILDREN WERE ASSISTED STATEWIDE 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. IN 2015, THE HOME BEGAN PARTNERING 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. 159 VETERANS' LIVES WERE TOUCHED THROUGH THIS PROGRAM. OVER 7,600 LIVES WERE TOUCHED THROUGH THE FOLLOWING NON-FINANCIAL PROGRAMS: SOCIAL SERVICES, FINANCIAL COUNSELING, MASONIC FAMILY CARES, THE WIDOWS PROGRAM, AND THE VETERANS PROGRAM, A PIECE OF THE ARMED FORCES PROGRAM. THESE PROGRAMS ARE DESIGNED TO ASSIST MASONS, THEIR WIVES, WIDOWS OR LADIES OF THE EASTERN STAR BY LOCATING SERVICES, EDUCATING INDIVIDUALS ON BASIC PERSONAL FINANCE SKILLS, HELPING TO KEEP INDIVIDUALS CONNECTED TO THEIR LODGE OR CHAPTER (OR THAT OF THEIR SPOUSE), HONORING VETERANS, ACTIVE MILITARY AND MASONIC WIDOWS, AND INFORMING INDIVIDUALS OF THE FINANCIAL AND NON-FINANCIAL SERVICES OF THE HOME, SHOULD THEY FIND THEMSELVES IN NEED. | Desc |
| Total Program Service Expenses | $2,545,821 | 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 | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|
| C BRENT STEWART | |||||||
| HONORARY CHAIRMAN | 3.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD L SMITH | |||||||
| PRESIDENT | 4.50 | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD D JONES | |||||||
| VICE-PRESIDENT | 6.50 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH M BAIL | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STANTON T BROWN II | |||||||
| TREASURER | 3.50 | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM J BOWSER | |||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS T HARRELSON | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY PARROTTE | |||||||
| DIRECTOR | 3.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID RAMSEY | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BUDDY ROBERTS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D SCHEPERS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT T THOMAS | |||||||
| DIRECTOR | 5.50 | 20.00 | Yes (X) | $0 | $0 | $0 | |
| DAN WARD | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA A RAMSEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $90,228 | $0 | $11,344 | ||
| JODI M BLAKE | |||||||
| DIRECTOR OF FINANCE & DEVE | 40.00 | Yes (X) | $87,574 | $0 | $10,889 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,233 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,620 | FundraisingAmt |
| All Other Contributions | $1,684,298 | AllOtherContributionsAmt |
| Total Contributions | $1,739,918 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,429,153 | TotalRevenueColumnAmt |
| Exclusion | $3,429,153 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,170 | TotalRevenueColumnAmt |
| Exclusion | $7,170 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,521 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $63,883 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$37,362 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,362 | TotalRevenueColumnAmt |
| Exclusion | -$37,362 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,683,893 | SecuritiesAmt |
| Other | $11,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,122,192 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$438,299 | SecuritiesAmt |
| Other | $11,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$427,299 | TotalRevenueColumnAmt |
| Exclusion | -$427,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,481 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,620 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,997 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,516 | TotalRevenueColumnAmt |
| Exclusion | -$2,516 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,665 | TotalRevenueColumnAmt |
| Exclusion | $6,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,715,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,975,811 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,703 | TotalAmt |
| Program Services | $91,703 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,463 | TotalAmt |
| Program Services | $1,195,463 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,914 | TotalAmt |
| Program Services | $81,396 | ProgramServicesAmt |
| Management And General | $42,783 | ManagementAndGeneralAmt |
| Fundraising | $89,735 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,310 | TotalAmt |
| Program Services | $281,417 | ProgramServicesAmt |
| Management And General | $37,029 | ManagementAndGeneralAmt |
| Fundraising | $137,864 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,177 | TotalAmt |
| Program Services | $18,493 | ProgramServicesAmt |
| Management And General | $18,026 | ManagementAndGeneralAmt |
| Fundraising | $8,658 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,676 | TotalAmt |
| Program Services | $53,351 | ProgramServicesAmt |
| Management And General | $28,542 | ManagementAndGeneralAmt |
| Fundraising | $21,783 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,313 | TotalAmt |
| Program Services | $25,590 | ProgramServicesAmt |
| Management And General | $23,743 | ManagementAndGeneralAmt |
| Fundraising | $14,980 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,927 | TotalAmt |
| Program Services | $1,279 | ProgramServicesAmt |
| Management And General | $35,230 | ManagementAndGeneralAmt |
| Fundraising | $16,418 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,277 | TotalAmt |
| Program Services | $3,422 | ProgramServicesAmt |
| Management And General | $37,611 | ManagementAndGeneralAmt |
| Fundraising | $1,244 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,637 | TotalAmt |
| Program Services | $174,425 | ProgramServicesAmt |
| Management And General | $87,212 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,017 | TotalAmt |
| Program Services | $22,046 | ProgramServicesAmt |
| Management And General | $5,016 | ManagementAndGeneralAmt |
| Fundraising | $1,955 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,972 | TotalAmt |
| Program Services | $62,524 | ProgramServicesAmt |
| Management And General | $15,462 | ManagementAndGeneralAmt |
| Fundraising | $32,986 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,428 | TotalAmt |
| Program Services | $13,507 | ProgramServicesAmt |
| Management And General | $17,258 | ManagementAndGeneralAmt |
| Fundraising | $19,663 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,219 | TotalAmt |
| Program Services | $56,244 | ProgramServicesAmt |
| Management And General | $68,092 | ManagementAndGeneralAmt |
| Fundraising | $9,883 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,437 | TotalAmt |
| Program Services | $15,043 | ProgramServicesAmt |
| Management And General | $24,478 | ManagementAndGeneralAmt |
| Fundraising | $13,916 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,092 | TotalAmt |
| Program Services | $665 | ProgramServicesAmt |
| Management And General | $6,971 | ManagementAndGeneralAmt |
| Fundraising | $3,456 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,933 | TotalAmt |
| Program Services | $188,643 | ProgramServicesAmt |
| Management And General | $147,670 | ManagementAndGeneralAmt |
| Fundraising | $17,620 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,031 | TotalAmt |
| Program Services | $43,865 | ProgramServicesAmt |
| Management And General | $101,471 | ManagementAndGeneralAmt |
| Fundraising | $4,695 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| GRAND LODGE MEMBER LIST | $250,000 | $146,480 | $103,520 |
| PUBLICATIONS | $98,812 | $67,732 | $31,080 |
| DONOR RECOGNITION | $35,847 | $35,847 | |
| CLIENT SERVICES | $2,305 | $2,305 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
| Fundraising | $423 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,808,141 | TotalAmt |
| Program Services | $2,545,821 | ProgramServicesAmt |
| Management And General | $696,594 | ManagementAndGeneralAmt |
| Fundraising | $565,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,378 | BOYAmt |
| EOY | $428,601 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,562,516 | BOYAmt |
| EOY | $4,343,366 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,864 | BOYAmt |
| EOY | $1,459,288 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,862 | BOYAmt |
| EOY | $35,249 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,928 | BOYAmt |
| EOY | $192,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,540,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,321,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,545,948 | BOYAmt |
| EOY | $8,219,001 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,796,393 | BOYAmt |
| EOY | $117,351,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,400 | BOYAmt |
| EOY | $2,806,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,382,289 | BOYAmt |
| EOY | $134,836,858 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,053 | BOYAmt |
| EOY | $25,238 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,597 | BOYAmt |
| EOY | $155,414 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,650 | BOYAmt |
| EOY | $180,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,859,495 | BOYAmt |
| EOY | $69,408,342 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,308,065 | BOYAmt |
| EOY | $31,843,681 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,977,079 | BOYAmt |
| EOY | $33,404,183 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,144,639 | BOYAmt |
| EOY | $134,656,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,382,289 | BOYAmt |
| EOY | $134,836,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $907,588 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,272,055 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$123,966 | 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 | $1,277,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,404,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,154,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,739,918 | CurrentTaxYearAmt |
| Total | $7,043,607 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,277,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,404,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,154,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,739,918 | CurrentTaxYearAmt |
| Total | $7,043,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,043,607 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,132,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,080,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,157,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,393,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,436,323 | CurrentTaxYearAmt |
| Total | $16,200,350 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,310 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,146 | CurrentTaxYearAmt |
| Total | $111,605 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,356,872 | TotalSupportAmt |
| Public Support CY170 | 0.30160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.29540 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 1.) 26 FR SECTION 1.170A-9(F)(3)(I) TEN-PERCENT SUPPORT LIMITATION: THE MASONIC HOME OF MISSOURI ("THE HOME") HAS CONSISTENTLY SATISFIED THE 33 1/3 PERCENT REQUIREMENT OVER THE YEARS. SINCE QUALIFYING FOR PUBLIC CHARITY STATUS, THE HOME HAS FAILED THIS TEST 3 TIMES, INCLUDING THE CURRENT YEAR, BY A MARGIN NEVER EXCEEDING 3.79 PERCENT. AT THE END OF TAX YEAR 2015, THE HOME HAS FAILED THIS TEST FOR THE SECOND CONSECUTIVE YEAR, BY MARGINS OF 3.79 PERCENT AND 3.17 PERCENT FOR 2014 AND 2015, RESPECTIVELY. ALTHOUGH TOTAL DONATIONS HAVE GENERALLY INCREASED EACH YEAR FOR THE PAST 5 YEARS, THE INVESTMENT INCOME HAS INCREASED AS WELL, OFF-SETTING ANY INCREASE IN THE PUBLIC SUPPORT PERCENTAGE. 2.) PARAGRAPH (F)(3)(II) ATTRACTION OF PUBLIC SUPPORT: THE 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 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. THE 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 HOME RECEIVES MEMORIAL DONATIONS FOR DECEASED MEMBERS, AND HAS HAD A CONSISTENT PLANNED GIVING FOCUS HAVING BEEN INCLUDED IN THE WILLS AND TRUSTS OF MANY INDIVIDUALS OVER THE YEARS. OVER THE PAST SEVERAL YEARS, THE MASONIC HOME HAS WORKED 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. WE HAVE A DEDICATED STAFF PERSON THAT 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 HOME THROUGH VARIOUS TYPES OF RECOGNITION, INCLUDING PERMANENT RECOGNITION ON THE TRUMAN CLUB DONOR WALL LOCATED AT THE MASONIC COMPLEX. IN ADDITION, THE HOME OFFERS RECOGNITION TO THOSE INDIVIDUALS WHO HAVE REMEMBERED THE MASONIC HOME IN THEIR WILL OR OTHER PLANNED GIFT THROUGH "THE LEGACY SOCIETY". THESE INDIVIDUALS ALSO RECEIVE PERMANENT RECOGNITION AT THE MASONIC COMPLEX BY HAVING THEIR NAME ENGRAVED ON A LEAF OF THE LEGACY SOCIETY TREE. IN ADDITION, "THE VINCIL SOCIETY" RECOGNIZES MASONIC LODGES AND EASTERN STAR CHAPTERS FOR THEIR FINANCIAL SUPPORT.3.) PARAGRAPH (F)(3)(III)(A) PERCENTAGE OF FINANCIAL SUPPORT: THE HOME HAS ALWAYS 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 HOME HAS, FOR MANY YEARS, BEEN SIGNIFICANTLY IMPACTED BY THE STRONG PERFORMANCE OF AND INCOME EARNED ON INVESTMENTS. 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 45% OF TOTAL INVESTMENT INCOME. INVESTMENT INCOME MADE UP 69% OF TOTAL INCOME AND 31% OF TOTAL INCOME CAME FROM ENDOWMENTS FUNDED BY HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME. BECAUSE THE 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. BECAUSE THE HOME HAS BEEN SUCCESSFUL IN ITS INVESTMENT APPROACH, THE INVESTMENT INCOME HAS GROWN CAUSING THE DOLLAR AMOUNT OF PUBLIC SUPPORT REQUIRED TO MEET THE 33 1/3 TEST TO BE HIGHER, WHICH HAS BECOME INCREASINGLY MORE DIFFICULT TO OBTAIN CONSISTENTLY. INCOME EARNED OFF OF THE ENDOWMENT DONATIONS OF HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME COMPOSED 31% 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 HOME WOULD HAVE ENDED THE 2015 YEAR WITH 62% IN PUBLIC SUPPORT.4.) PARAGRAPH (F)(3)(III)(B) SOURCES OF SUPPORT: THE HOME RECEIVED SUPPORT FROM MASONS, EASTERN STAR MEMBERS, NON-MASONIC INDIVIDUALS, AND CORPORATIONS. THE 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 6/30/15 THERE WERE NEARLY 40,000 MISSOURI MASONS. THE REPORT NOTED THAT SOME MEMBERS ARE INCLUDED IN MULTIPLE CATEGORIES, SO THE NUMBER PRESENTED IS AN ESTIMATE. NEARLY 4000 MASONIC AND NON-MASONIC INDIVIDUALS AND CORPORATIONS DONATED TO THE HOME DURING THE FIVE-YEAR PERIOD IN QUESTION. IN ADDITION, AN ESTIMATED 15,200 MASONS CONTRIBUTED TO THE HOME THROUGH THE PENNY-A-DAY PROGRAM. THIS CALCULATES TO APPROXIMATELY 38% OF THE TOTAL ESTIMATED MASONIC MEMBERSHIP. THE HOME OCCASIONALLY RECEIVES LARGE DONATIONS FROM INDIVIDUALS THAT HAVE REMEMBERED THE HOME IN THEIR ESTATE OR TRUST. BECAUSE OF THE SIZE OF SOME OF THESE DONATIONS, A PORTION IS EXCLUDED FROM THE PUBLIC SUPPORT TEST; HOWEVER, THESE HAVE BEEN RECEIVED AFTER THE INDIVIDUAL HAS PASSED AWAY AND THE INDIVIDUAL HAS NO INFLUENCE OVER THE ORGANIZATION. THE HOME HAS BEEN PROVIDING SERVICES FOR 127 YEARS, EVOLVING FROM BRICKS-AND-MORTAR BEGINNING IN 1889 TO 100% OF SERVICES PROVIDED THROUGH NINE PROGRAMS WITHIN THE OUTREACH PROGRAM BY TAX YEAR 2015. DURING THE PAST YEAR, THE HOME ASSISTED 101 MASONIC-AFFILIATED INDIVIDUALS AND ALMOST 13,000 NON-MASONIC CHILDREN. OVER THE PAST FIVE YEARS, THE HOME ASSISTED 326 MASONIC-AFFILIATED INDIVIDUALS AND NEARLY 35,000 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 HOME PROVIDES SERVICES THROUGH FOUR FINANCIAL AND FOUR NON-FINANCIAL PROGRAMS. ALL PROGRAMS ARE AVAILABLE TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE, YEAR-ROUND. THE HOME PROVIDES FINANCIAL ASSISTANCE ON AN ON-GOING MONTHLY BASIS OR FOR ONE-TIME NEEDS. THE HOME ASSISTED 78 INDIVIDUALS ON A MONTHLY BASIS DURING 2015. OF THOSE, 17% WERE ASSISTED FOR A PERIOD OF 6 CONTINUOUS MONTHS OR MORE, AND 54% 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: THE MASONIC HOME PARTNERS WITH LODGES AND CHAPTERS THROUGHOUT THE STATE TO HELP CHILDREN IN NEED. THROUGH THE PROGRAM, THE HOME WORKS WITH PUBLIC SCHOOLS, FOOD BANKS, CHURCHES, BACKPACK PROGRAMS, AND OTHER CHARITABLE GROUPS THROUGHOUT THE STATE OF MISSOURI.8.) PARAGRAPH (F)(3)(III)(D)(3)(II) MAINTENANCE OF A DEFINITIVE PROGRAM OF CHARITABLE WORK: THE MASONIC HOME OFFERS NINE DISTINCT PROGRAMS THAT ARE AVAILABLE YEAR-ROUND TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE. THE PROGRAMS ARE AS FOLLOWS: LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, CHILDREN'S OUTREACH, CREATING-A-PARTNERSHIP, PARTNERING-TO-HONOR, SOCIAL SERVICES, WIDOWS PROGRAM, VETERAN PROGRAM, MASONIC FAMILY CARES, AND FINANCIAL EDUCATION.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. | FactsAndCircumstancesTestTxt |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,162,909 | BeginningYearBalanceAmt |
| Contributions | $285 | ContributionsAmt |
| Investment Earnings Or Losses | $7,572,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,275,704 | OtherExpendituresAmt |
| Administrative Expenses | $130,438 | AdministrativeExpensesAmt |
| End Year Balance | $56,329,121 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,951,003 | BeginningYearBalanceAmt |
| Contributions | $125 | ContributionsAmt |
| Investment Earnings Or Losses | $4,624,455 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,260,272 | OtherExpendituresAmt |
| Administrative Expenses | $152,402 | AdministrativeExpensesAmt |
| End Year Balance | $50,162,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,328,030 | BeginningYearBalanceAmt |
| Contributions | $159,757 | ContributionsAmt |
| Investment Earnings Or Losses | $1,725,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,121,136 | OtherExpendituresAmt |
| Administrative Expenses | $141,539 | AdministrativeExpensesAmt |
| End Year Balance | $46,951,003 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44250 | 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 | $10,788,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,590,811 | DepreciationAmt |
| Book Value | $7,197,276 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,991 | DepreciationAmt |
| Book Value | $17,543 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $916,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $487,433 | DepreciationAmt |
| Book Value | $429,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,219,001 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL AND PAYROLL TAXES | $84,926 |
| CHARITABLE GIFT ANNUITY LIABILITY | $70,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $155,414 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,153,951 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,272,055 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$123,966 | OtherRevenueAmt |
| Revenue Not Reported | -$1,396,021 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,549,972 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $261,637 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$95,880 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $165,757 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,715,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,642,384 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $95,880 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $95,880 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,546,504 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $261,637 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $261,637 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,808,141 | 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 -123,966. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -63,883. FUNDRAISING EXPENSES -31,997. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 63,883. FUNDRAISING EXPENSES 31,997. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $46,026 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,820 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,206 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,198 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,436 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $114 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,359 | OtherDirectExpensesEvent1Amt |
| Event2 | DONOR DINNER | Event2Nm |
| Gross Receipts Event2 | $39,075 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,275 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $624 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $12,378 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,888 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $85,101 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,620 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,481 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,822 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,436 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,492 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,247 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,997 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,516 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| PIERCE CITY SCHOOLS | ||||||
| 300 N MYRTLE ST | PIERCE CITY | MO | 65723 | 446003884 | $19,480 | ASSIST APPROX. 1299 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| YMCA - BOONVILLE | ||||||
| PO BOX 104 | BOONVILLE | MO | 65233 | 431798929 | $11,000 | PROVIDE FUNDING FOR BUILDING PROJECTS USED TO HELP APPROX. 187 CHILDREN |
| EAST BUCHANAN SCHOOLS | ||||||
| 100 SMITH ST | GOWER | MO | 64454 | 430893695 | $10,600 | ASSIST APPROX. 707 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| TEXAS COUNTY FOOD PANTRY INC | ||||||
| 102A EAST HWY 17 | HOUSTON | MO | 65483 | 431566581 | $8,000 | ASSIST APPROX. 533 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| HICKORY COUNTY PUBLIC SCHOOLS | ||||||
| RTE 71 BOX 838 | URBANA | MO | 65767 | 446005833 | $7,000 | ASSIST APPROX. 467 CHILDREN BY PROVIDING FUNDS FOR SCHOOL SUPPLIES. |
| FRIDAY BACKPACKS OF CUBA | ||||||
| 39 HIGHLAND DR | CUBA | MO | 65453 | 274752643 | $6,800 | ASSIST APPROX. 453 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| ST FRANCOIS CO BOARD FOR THE DEVELOPMENTALLY DISABLED | ||||||
| PO BOX 652 | FARMINGTON | MO | 63640 | 431219469 | $5,589 | ASSIST APPROX. 14 CHILDREN BY PROVIDING FUNDS FOR IPADS. |
| WALT DISNEY ELEMENTARY | ||||||
| 400 EAST SANTA FE AVE | MARCELINE | MO | 64658 | 436002173 | $5,234 | ASSIST APPROX. 348 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| MARSHFIELD SCHOOLS BACKPACK PROGRAM | ||||||
| 170 STATE HWY DD | MARSHFIELD | MO | 65706 | 446006015 | $5,000 | ASSIST APPROX. 333 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM |
| GREATER ST LOUIS HONOR FLIGHT (CHESTERFIELD) | ||||||
| 36 FOUR SEASONS PO BOX 272 | CHESTERFIELD | MO | 63017 | 300551755 | $13,000 | TO HELP WWII VETERANS SEE THEIR MEMORIAL IN WASHINGTON D.C. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH ASSISTANCE | GrantTypeTxt |
| Recipient | 1570 | RecipientCnt |
| Cash Grant | $1,048,951 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CASH ASSISTANCE GRANTS ARE PROVIDED EITHER DIRECTLY TO A SERVICE PROVIDER OR TO AN INDIVIDUAL. THE ORGANIZATION MONITORS THE USE OF FUNDS PAID DIRECTLY TO SERVICE PROVIDERS (MEDICAL PROVIDERS, FACILITIES, UTILITIES, ETC.) BY REQUIRING PROOF OF PAYMENT FROM THE VENDOR, WITH ANY OVERPAYMENT REFUNDED DIRECTLY TO THE ORGANIZATION. CASH ASSISTANCE TO INDIVIDUALS IS MONITORED BY THE OUTREACH STAFF, RECONCILED BY THE FINANCE STAFF, ON AN ONGOING, INDIVIDUAL BASIS. FULL FINANCIAL REASSESSMENTS ARE PERFORMED BY OUTREACH STAFF NOT LESS FREQUENTLY THAN EVERY SIX MONTHS. | ExplanationTxt |
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 11 | 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: ALL AFFECTED PARTIES WHO MAY HAVE A CONFLICT OF INTEREST ARE REQUIRED TO FULLY DISCLOSE THE CONFLICT PRIOR TO ANY TRANSACTION TAKING PLACE. THAT INDIVIDUAL IS THEN EXCUSED FROM ANY DISCUSSION OR DECISION MADE REGARDING SAID TRANSACTION. |
| 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 JULY 2015. 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 JULY 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS (VIA THE ANNUAL REPORT) AND IRS FORM 990 ARE POSTED ON THE MASONIC HOME WEBSITE. 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -123,966. |
| 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 | 0 | 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 | $92,613 | CASH |