MASONIC HOME AND SCHOOL OF TEXAS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME AND SCHOOL OF TEXAS (EIN 75-1528075)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-20
- IRS object ID
- 201721109349300107
- 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 | 2017-04-20T13:17:17+00:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412024514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMMERVILLE & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 MATLOCK RD STE 201 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760152936 | 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 | 751528075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME AND SCHOOL OF TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 8175031500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 338 GRAPEVINE HIGHWAY | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM SERFASS | PersonNm |
| Person Title | CFO/CIO | PersonTitleTxt |
| Phone | 8175031500 | PhoneNum |
| Signature | 2017-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE L SOMMERVILLE CPA | PreparerPersonNm |
| PTIN | P00204458 | PTIN |
| Phone | 8177955046 | PhoneNum |
| Preparation | 2017-04-20 | PreparationDt |
| 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 | SHANNON DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 338 GRAPEVINE HIGHWAY | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,669,222 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MHSTX.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES ASSISTANCE FOR QUALIFYING CHILDREN AND FAMILIES THROUGH THIRD PARTY PROVIDERS AND PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE FOR QUALIFIED APPLICANTS THROUGH THIRD PARTY PROVIDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,131,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,298,878 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $241,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $240,259 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,976,406 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,221,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,302,005 | PYOtherRevenueAmt |
| CY Other Revenue | $1,094,583 | CYOtherRevenueAmt |
| PY Total Revenue | $6,650,990 | PYTotalRevenueAmt |
| CY Total Revenue | $7,855,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,990,480 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,144,036 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $545,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $560,066 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $55,319 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $82,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $172,716 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,554,229 | PYOtherExpensesAmt |
| CY Other Expenses | $1,066,662 | CYOtherExpensesAmt |
| PY Total Expenses | $4,145,505 | PYTotalExpensesAmt |
| CY Total Expenses | $3,853,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,505,485 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,002,338 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,269,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,236,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $793,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $761,520 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,476,055 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,475,474 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES OF TEXAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,442,059 | ExpenseAmt |
| Grant | $979,522 | GrantAmt |
| Desc | MASONIC HOME AND SCHOOL OF TEXAS PROVIDES NEEDY AND QUALIFIED CHILDREN WHO RESIDE IN TEXAS WITH INFORMATION, REFERRAL, AND/OR FINANCIAL SUPPORT FOR CHILDREN'S SERVICES. NEARLY 1,000 CHILDREN WERE ASSISTED DURING THE 2015-2016 YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,248,733 | ExpenseAmt |
| Grant | $1,164,514 | GrantAmt |
| Revenue | $240,259 | RevenueAmt |
| Desc | MASONIC HOME AND SCHOOL OF TEXAS PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF QUALIFIED APPLICANTS TO THIRD PARTY PROVIDERS, INCLUDING BUT NOT LIMITED TO THE TEXAS MASONIC RETIREMENT CENTER IN ARLINGTON, TEXAS. THE ORGANIZATION FINANCIALLY SUPPORTED 12 WIDOWS DURING THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $326,846 | ExpenseAmt |
| Desc | MASONIC HOME AND SCHOOL OF TEXAS PROMOTES PREVENTION OF TOOTH DECAY IN CHILDREN BY TEACHING THEM GOOD DENTAL HABITS AND PROVIDING CHILDREN THE PROPER TOOLS TO KEEP THEIR TEETH HEALTHY. DURING THE 2015-2016 YEAR, OVER 126,000 TEXAS CHILDREN RECEIVED FREE "PREVENT TOOTH DECAY" KITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,017,638 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM SERFASS | PersonNm |
| Phone | 8175031506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 338 GRAPEVINE HIGHWAY | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ELMER MURPHEY III | |||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R CLEMENTS | |||||||
| PRESIDENT/DI | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES D NYFELER SR | |||||||
| SECRETARY/DI | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIM RIVERS | |||||||
| VICE PRES./D | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES B COCKRELL | |||||||
| TREASURER/DI | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TOM SERFASS | |||||||
| CFO/CIO | 40.00 | 0.00 | $128,389 | $0 | $11,005 | Yes (X) | |
| SHANNON DAVIS | |||||||
| EXECUTIVE DI | 40.00 | 0.00 | $69,508 | $0 | $11,660 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $197,897 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $22,665 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $251,815 | RelatedOrganizationsAmt |
| All Other Contributions | $2,047,063 | AllOtherContributionsAmt |
| Total Contributions | $2,298,878 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASONIC WIDOWS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $240,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,259 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $240,259 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,661,070 | TotalRevenueColumnAmt |
| Exclusion | $1,661,070 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,087,992 | TotalRevenueColumnAmt |
| Exclusion | $1,087,992 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,374,432 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,813,620 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,560,812 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,560,812 | TotalRevenueColumnAmt |
| Exclusion | $2,560,812 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,591 | TotalRevenueColumnAmt |
| Exclusion | $6,591 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,591 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,855,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $240,259 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,316,465 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,145 | TotalAmt |
| Program Services | $264,145 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,891 | TotalAmt |
| Program Services | $1,879,891 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,234 | TotalAmt |
| Program Services | $66,382 | ProgramServicesAmt |
| Management And General | $161,852 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,192 | TotalAmt |
| Program Services | $275,224 | ProgramServicesAmt |
| Management And General | $50,968 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,640 | TotalAmt |
| Program Services | $3,762 | ProgramServicesAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,480 | TotalAmt |
| Management And General | $63,480 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,190 | TotalAmt |
| Management And General | $24,190 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,500 | TotalAmt |
| Fundraising | $82,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,263 | TotalAmt |
| Management And General | $271,263 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,520 | TotalAmt |
| Program Services | $74,212 | ProgramServicesAmt |
| Management And General | $449 | ManagementAndGeneralAmt |
| Fundraising | $859 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,357 | TotalAmt |
| Fundraising | $89,357 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,273 | TotalAmt |
| Program Services | $91,299 | ProgramServicesAmt |
| Management And General | $18,974 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,718 | TotalAmt |
| Program Services | $18,277 | ProgramServicesAmt |
| Management And General | $8,441 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,920 | TotalAmt |
| Program Services | $37,533 | ProgramServicesAmt |
| Management And General | $12,387 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,508 | TotalAmt |
| Program Services | $18,048 | ProgramServicesAmt |
| Management And General | $1,460 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,725 | TotalAmt |
| Management And General | $4,725 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,998 | TotalAmt |
| Management And General | $7,998 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,546 | TotalAmt |
| Program Services | $60,925 | ProgramServicesAmt |
| Management And General | $15,621 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM MATERIALS | $212,189 | $212,189 | |
| BOARD MEETINGS | $14,751 | $14,751 | |
| REPAIRS AND MAINTENANCE | $11,206 | $8,413 | $2,793 |
| FANTASTIC TEETH LAUNCH EX | $5,354 | $5,354 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,664 | TotalAmt |
| Program Services | $1,984 | ProgramServicesAmt |
| Management And General | $1,680 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,853,264 | TotalAmt |
| Program Services | $3,017,638 | ProgramServicesAmt |
| Management And General | $662,910 | ManagementAndGeneralAmt |
| Fundraising | $172,716 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,949 | BOYAmt |
| EOY | $129,647 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,828 | BOYAmt |
| EOY | $221,300 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,660 | BOYAmt |
| EOY | $34,670 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,682 | BOYAmt |
| EOY | $36,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $137,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,129 | BOYAmt |
| EOY | $24,111 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,302,795 | BOYAmt |
| EOY | $76,544,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,715,807 | BOYAmt |
| EOY | $19,246,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,269,850 | BOYAmt |
| EOY | $96,236,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,053 | BOYAmt |
| EOY | $634,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,660 | BOYAmt |
| EOY | $34,670 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,082 | BOYAmt |
| EOY | $92,246 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,795 | BOYAmt |
| EOY | $761,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,579,857 | BOYAmt |
| EOY | $25,564,472 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,439,623 | BOYAmt |
| EOY | $16,519,949 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,456,575 | BOYAmt |
| EOY | $53,391,053 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,476,055 | BOYAmt |
| EOY | $95,475,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,269,850 | BOYAmt |
| EOY | $96,236,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,002,338 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,002,919 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $322,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,731,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,131,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,298,878 | CurrentTaxYearAmt |
| Total | $6,033,307 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $322,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,731,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,131,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,298,878 | CurrentTaxYearAmt |
| Total | $6,033,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,750,035 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,283,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,283,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,652,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,756,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,140,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,749,062 | CurrentTaxYearAmt |
| Total | $20,582,084 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $6,591 | CurrentTaxYearAmt |
| Total | $40,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,656,058 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,334,875 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.16070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.14850 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER REGULATION SECTION 1.170A-9(E)(3). THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT RECEIVED IS IN EXCESS OF 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. THE MASONIC HOME AND SCHOOL OF TEXAS MAINTAINS AND IS DEVELOPING NEW BONA FIDE PROGRAMS FOR SOLICITATIONS OF FUNDS FROM THE GENERAL PUBLIC AND FROM ALUMNI OF ITS PROGRAMS. IN FISCAL YEAR ENDED 6/30/15, A PROFESSIONAL FUNDRAISING FIRM WAS ENGAGED TO ASSIST IN THIS EFFORT AND THEY CONTINUED THROUGH THE FILING YEAR. THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING BUT NOT LIMITED TO, PROVIDING DENTAL EDUCATION AND TOOTH DECAY KITS TO 126,000 CHILDREN PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND FINANCIAL SUPPORT FOR CHILD SERVICES TO 1,000 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2016. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM 14.85% TO 16.07% IN THE CURRENT REPORTING YEAR. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | OTHER INCOME 40,667 |
| PART II, LINE 17A | THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER REGULATION SECTION 1.170A-9(E)(3). THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT RECEIVED IS IN EXCESS OF 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED. THE MASONIC HOME AND SCHOOL OF TEXAS MAINTAINS AND IS DEVELOPING NEW BONA FIDE PROGRAMS FOR SOLICITATIONS OF FUNDS FROM THE GENERAL PUBLIC AND FROM ALUMNI OF ITS PROGRAMS. IN FISCAL YEAR ENDED 6/30/15, A PROFESSIONAL FUNDRAISING FIRM WAS ENGAGED TO ASSIST IN THIS EFFORT AND THEY CONTINUED THROUGH THE FILING YEAR. THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC, INCLUDING BUT NOT LIMITED TO, PROVIDING DENTAL EDUCATION AND TOOTH DECAY KITS TO 126,000 CHILDREN PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND FINANCIAL SUPPORT FOR CHILD SERVICES TO 1,000 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2016. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM 14.85% TO 16.07% IN THE CURRENT REPORTING YEAR. |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,417,034 | BeginningYearBalanceAmt |
| Contributions | $38,000 | ContributionsAmt |
| Investment Earnings Or Losses | $29,415 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,361 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,030,525 | OtherExpendituresAmt |
| End Year Balance | $48,441,563 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,787,496 | BeginningYearBalanceAmt |
| Contributions | $220,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,538,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,945 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,114,252 | OtherExpendituresAmt |
| Administrative Expenses | $2,511 | AdministrativeExpensesAmt |
| End Year Balance | $49,417,034 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,627,474 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,270,125 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $27,641 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,082,462 | OtherExpendituresAmt |
| End Year Balance | $48,787,496 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,635,721 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,045,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $41,098 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,012,365 | OtherExpendituresAmt |
| End Year Balance | $42,627,474 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,888,043 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$418,146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $834,176 | OtherExpendituresAmt |
| End Year Balance | $39,635,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,382 | DepreciationAmt |
| Book Value | $15,710 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,381 | DepreciationAmt |
| Book Value | $8,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,111 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN CHARITABLE TRUSTS | $15,174,523 |
| MINERAL INTEREST | $3,885,556 |
| ACCRUED INTEREST INCOME | $186,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,246,956 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $581,420 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,002,919 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,002,919 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,584,339 | RevenueSubtotalAmt |
| Other Revenues Not Included | $271,263 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $271,263 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,855,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,582,001 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,582,001 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $271,263 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $271,263 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,853,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ENDOWMENT FUNDS PROVIDE FUNDING FOR CHARITABLE PROGRAMS, SCHOLARSHIPS, AND OPERATIONS. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES, WHICH IS TAXABLE TO THE ORGANIZATION. THERE WAS NO UNRELATED BUSINESS INCOME REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. FASB ASC TOPIC NO. 740, INCOME TAXES, PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. MANAGEMENT OF THE ORGANIZATION BELIEVES THAT IT HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990 IN THE UNITED STATES FEDERAL JURISDICTION. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. AS OF JUNE 30, 2016, THE ORGANIZATION HAS NOT INCURRED ANY PENALTIES OR INTEREST UNDER FASB ASB TOPIC NO. 740. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | INVESTMENT MANAGEMENT FEES 271,263 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT MANAGEMENT FEES 271,263 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL AND CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW STE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MAIL CAM. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $116,958 | GrossReceiptsAmt |
| Retained By Contractor | $82,500 | RetainedByContractorAmt |
| Net To Organization | $34,458 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $116,958 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $82,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $34,458 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD STUDY CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 W LANCASTER | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 751099536 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $264,145 | CashGrantAmt |
| Purpose Of Grant | AUTISM TRAINING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 4 | $12,361 |
| DENTAL SERVICES | 198 | $187,513 |
| FOOD, CLOTHING & SHELTER | 103 | $38,602 |
| FOOD AND SHELTER - WIDOWS | 12 | $1,164,514 |
| MEDICAL SERVICES | 157 | $289,150 |
| EDUCATION SERVICES | 66 | $187,751 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ASSISTANCE IS PROVIDED UPON COMPLETION OF AN APPLICATION PROCESS. REQUEST FOR ASSISTANCE IS EVALUATED ON AN INDIVIDUAL BASIS. DETERMINATION OF ASSISTANCE MAY INCLUDE REVIEWING PROGRESS REPORTS, TRANSCRIPTS, EVALUATIONS, FINANCIAL DOCUMENTS, ASSESSMENT FINDINGS, CASE NOTES, ETC. IF FUNDING IS APPROVED , THE SERVICE PROVIDER WILL REQUEST PAYMENT AFTER THE SERVICE IS RENDERED OR UPON SUBMISSION OF APPROPRIATE DOCUMENTATION. THE ORGANIZATION PAYS DIRECTLY FOR WIDOWS TO LIVE IN THE TEXAS MASONIC RETIREMENT CENTER. THE MONEY IS NOT PROVIDED TO THE INDIVIDUALS DIRECTLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V | THE COMPENSATION REPORTED ON PARTS VII AND IX IS PAID ON BEHALF OF THE ORGANIZATION BY AN OUTSIDE PROFESSIONAL EMPLOYEE ORGANIZATION (PEO). THE ORGANIZATION REIMBURSES THE PEO. THEREFORE, THE FILING ORGANIZATION DOES NOT HAVE A REQUIREMENT TO FILE FORM 941, 944, OR W-3. |
| FORM 990, PAGE 6, PART VI, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY A THIRD PARTY CPA WHO PROVIDES THE FORM TO THE ORGANIZATION FOR REVIEW. THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS, WHO, ALONG WITH THE CFO REVIEW THE FORM 990. UPON RECEIVING APPROVAL, THE CPA FIRM PROCESSES THE RETURN FOR SIGNATURE AND PROVIDES IT TO THE ORGANIZATION FOR SIGNATURE AND FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH OFFICER AND DIRECTOR RECEIVE THE CONFLICT OF INTEREST POLICY AND COMPLIANCE QUESTIONNAIRE ANNUALLY. DURING THE YEAR, EACH DIRECTOR OR OFFICER IS REQUIRED TO DISCLOSE TO THE PRESIDENT ANY FINANCIAL INTEREST WHEN THEY BECOME AWARE THAT A RELATED CONTRACT, TRANSACTION OR OTHER RELEVANT DECISION IS UNDER CONSIDERATION OR THAT SUCH A FINANCIAL INTEREST HAS NOT BEEN DISCLOSED. ADDITIONALLY, ANNUALLY EACH DIRECTOR AND OFFICER SHALL COMPLETE AND SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ANY PERSON DEEMED TO HAVE A CONFLICT OF INTEREST IS TO ABSTAIN FROM VOTING ON OR OTHERWISE PARTICIPATING IN THE MATTER UNDER CONSIDERATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION ALONG WITH OTHER OUTSIDE RESOURCES AS GUIDELINES TO DETERMINE COMMENSURATE SALARY RANGES. THE BOARD APPROVES THE COMPENSATION AND IT IS DOCUMENTED IN THE MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION ALONG WITH OTHER OUTSIDE RESOURCES AS GUIDELINES TO DETERMINE COMMENSURATE SALARY RANGES. THE EXECUTIVE DIRECTOR IN CONJUNCTION WITH THE BOARD OF DIRECTORS IS THE FINAL HIRING AUTHORITY FOR ALL STAFF. THE BOARD APPROVES THE COMPENSATION AND IT IS DOCUMENTED IN THE MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE GRAND LODGE OF TEXAS AF& AM | ||||||||||
| PO BOX 466 | WACO | TX | 76703 | 740485630 | FRATERNAL | TX | 501C10 | N/A | false | |
| SQUARE AND COMPASSES HOLDING | ||||||||||
| 4912 SPRUCE | BELLAIRE | TX | 77401 | 352286092 | GRANTS | TX | 501C3 | N/A | false | 11A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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