MASONIC HOME OF MISSOURI: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF MISSOURI (EIN 43-0653370)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2016-01-12
- IRS object ID
- 201600129349301120
- Schema version
- 2013v4.0
- 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 | 2016-01-12T11:50:20-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 WEST BROADWAY SUITE 100 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RAMSEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5738144663 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN C SMITH | PreparerPersonNm |
| PTIN | P00048938 | PTIN |
| Phone | 5734426171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DAVID W HAYWOOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE NO STE A | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,236,551 | 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 NON-MASONIC CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. 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 | 18 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,306,734 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,154,175 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,896,065 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,564,238 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,653 | PYOtherRevenueAmt |
| CY Other Revenue | $4,395 | CYOtherRevenueAmt |
| PY Total Revenue | $11,218,452 | PYTotalRevenueAmt |
| CY Total Revenue | $9,722,808 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,141,007 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,084,079 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $811,756 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $813,512 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $513,503 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,695,993 | PYOtherExpensesAmt |
| CY Other Expenses | $1,772,282 | CYOtherExpensesAmt |
| PY Total Expenses | $3,648,756 | PYTotalExpensesAmt |
| CY Total Expenses | $3,669,873 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,569,696 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,052,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $122,475,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,654,278 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $186,621 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,289,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,456,213 | 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 NON-MASONIC CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. 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 | $2,455,576 | ExpenseAmt |
| Grant | $1,084,079 | GrantAmt |
| Desc | 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 NON-MASONIC CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. 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. THE FINANCIAL PROGRAMS INCLUDE LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, CHILDREN'S OUTREACH AND CREATING-A-PARTNERSHIP. THE SHORT-TERM AND LONG-TERM FINANCIAL ASSISTANCE PROGRAMS PROVIDE ASSISTANCE TO ELIGIBLE ADULTS IN THREE WAYS: ASSISTANCE WITH LIVING EXPENSES TO PROVIDE THE INDIVIDUALS THE ABILITY TO REMAIN IN THEIR OWN HOME ENVIRONMENT, ASSISTANCE WITH MEDICAL AND OTHER EXPENSES, AND ASSISTANCE WITH EXPENSES WHILE STAYING IN A FACILITY. THE CHILDREN'S OUTREACH PROGRAM PROVIDES ASSISTANCE TO CHILDREN OF ELIGIBLE INDIVIDUALS BY PROVIDING FINANCIAL ASSISTANCE WITH MEDICAL AND OTHER EXPENSES. ASSISTANCE IS ALSO PROVIDED STATEWIDE TO NON-MASONIC CHILDREN THROUGH THE CREATING-A-PARTNERSHIP PROGRAM, WHICH IS A PARTNERSHIP WITH MISSOURI MASONIC LODGES AND EASTERN STAR CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, CLOTHING AND OTHER ITEMS, AND, THROUGH THAT SAME PARTNERSHIP, PROJECTS THAT HELP MULTIPLE CHILDREN. THE HOME PROVIDED ALMOST $1.1 MILLION IN DIRECT FINANCIAL ASSISTANCE IN TAX YEAR 2013, ASSISTING 107 INDIVIDUALS AND MASONIC CHILDREN, OVER 7,600 CHILDREN AND FUNDING 79 PROJECTS IN THE 2013 TAX YEAR. THE NON-FINANCIAL PROGRAMS INCLUDE SOCIAL SERVICES, FINANCIAL COUNSELING, MASONIC FAMILY CARES, AND THE WIDOWS 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 (OFTENTIMES WIVES AND WIDOWS OF MASTER MASONS) CONNECTED TO THEIR LODGE OR CHAPTER (OR THAT OF THEIR SPOUSE), AND BY INFORMING INDIVIDUALS OF THE FINANCIAL AND NON-FINANCIAL SERVICES OF THE HOME, SHOULD THEY FIND THEMSELVES IN NEED. | Desc |
| Total Program Service Expenses | $2,455,576 | 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 | 0 | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JON B BROYLES | |||||||
| HONORARY CHAIRMAN | 5.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID W HAYWOOD | |||||||
| PRESIDENT | 9.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| C BRENT STEWART | |||||||
| VICE PRESIDENT | 8.00 | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD SMITH | |||||||
| SECRETARY | 5.00 | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD JONES | |||||||
| TREASURER | 6.00 | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH BAIL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BOWSER | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN D DUNCAN | |||||||
| DIRECTOR | 4.00 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HARRELSON | |||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $158 | $0 | |
| JEFFREY LEE | |||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| H LEE STALLINGS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN WARD | |||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLIE WIEGERT | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| H KEITH NEESE | |||||||
| EXECUTIVE DIRECTOR - OUTGOING | 40.00 | Yes (X) | $59,893 | $0 | $7,151 | ||
| BARBARA RAMSEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $77,047 | $0 | $11,559 | ||
| JODI M BLAKE | |||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $84,470 | $0 | $11,728 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $221,410 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $158 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,438 | 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 | $32,085 | FundraisingAmt |
| Related Organizations | $12,500 | RelatedOrganizationsAmt |
| All Other Contributions | $1,109,590 | AllOtherContributionsAmt |
| Total Contributions | $1,154,175 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,112,653 | TotalRevenueColumnAmt |
| Exclusion | $3,112,653 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,412 | TotalRevenueColumnAmt |
| Exclusion | $23,412 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,606 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$10,006 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,006 | TotalRevenueColumnAmt |
| Exclusion | -$10,006 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,892,060 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,440,475 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,451,585 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,451,585 | TotalRevenueColumnAmt |
| Exclusion | $5,451,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $29,336 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,085 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,662 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,326 | TotalRevenueColumnAmt |
| Exclusion | -$12,326 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,315 | TotalRevenueColumnAmt |
| Exclusion | $3,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,315 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,722,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,568,633 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,079 | TotalAmt |
| Program Services | $1,084,079 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,196 | TotalAmt |
| Program Services | $88,962 | ProgramServicesAmt |
| Management And General | $49,892 | ManagementAndGeneralAmt |
| Fundraising | $75,342 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,353 | TotalAmt |
| Program Services | $258,360 | ProgramServicesAmt |
| Management And General | $110,443 | ManagementAndGeneralAmt |
| Fundraising | $75,550 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,539 | TotalAmt |
| Program Services | $15,917 | ProgramServicesAmt |
| Management And General | $8,799 | ManagementAndGeneralAmt |
| Fundraising | $4,823 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,821 | TotalAmt |
| Program Services | $51,309 | ProgramServicesAmt |
| Management And General | $14,737 | ManagementAndGeneralAmt |
| Fundraising | $12,775 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,603 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
| Management And General | $10,720 | ManagementAndGeneralAmt |
| Fundraising | $10,883 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,712 | TotalAmt |
| Program Services | $6,754 | ProgramServicesAmt |
| Management And General | $16,991 | ManagementAndGeneralAmt |
| Fundraising | $16,967 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,639 | TotalAmt |
| Program Services | $3,178 | ProgramServicesAmt |
| Management And General | $32,286 | ManagementAndGeneralAmt |
| Fundraising | $1,175 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,372 | TotalAmt |
| Program Services | $170,829 | ProgramServicesAmt |
| Management And General | $85,543 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,654 | TotalAmt |
| Program Services | $43,060 | ProgramServicesAmt |
| Management And General | $5,255 | ManagementAndGeneralAmt |
| Fundraising | $4,339 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,471 | TotalAmt |
| Program Services | $47,957 | ProgramServicesAmt |
| Management And General | $16,879 | ManagementAndGeneralAmt |
| Fundraising | $38,635 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,868 | TotalAmt |
| Program Services | $11,836 | ProgramServicesAmt |
| Management And General | $15,818 | ManagementAndGeneralAmt |
| Fundraising | $19,214 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,225 | TotalAmt |
| Program Services | $101,043 | ProgramServicesAmt |
| Management And General | $87,878 | ManagementAndGeneralAmt |
| Fundraising | $12,304 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,672 | TotalAmt |
| Program Services | $27,389 | ProgramServicesAmt |
| Management And General | $29,542 | ManagementAndGeneralAmt |
| Fundraising | $11,741 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,173 | TotalAmt |
| Program Services | $463 | ProgramServicesAmt |
| Management And General | $11,076 | ManagementAndGeneralAmt |
| Fundraising | $3,634 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,000 | TotalAmt |
| Program Services | $247,739 | ProgramServicesAmt |
| Management And General | $99,409 | ManagementAndGeneralAmt |
| Fundraising | $24,852 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,981 | TotalAmt |
| Program Services | $46,568 | ProgramServicesAmt |
| Management And General | $105,526 | ManagementAndGeneralAmt |
| Fundraising | $4,887 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| GRAND LODGE MEMBER LIST | $250,000 | $146,480 | $103,520 |
| NEWSLETTER | $143,761 | $73,903 | $69,858 |
| DONOR RECOGNITION | $22,339 | $22,339 | |
| CLIENT SERVICES | $3,915 | $3,915 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $835 | ProgramServicesAmt |
| Fundraising | $665 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,669,873 | TotalAmt |
| Program Services | $2,455,576 | ProgramServicesAmt |
| Management And General | $700,794 | ManagementAndGeneralAmt |
| Fundraising | $513,503 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,570 | BOYAmt |
| EOY | $486,038 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,159 | BOYAmt |
| EOY | $2,019,870 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,288 | BOYAmt |
| EOY | $988,656 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,751 | BOYAmt |
| EOY | $131,592 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,316 | BOYAmt |
| EOY | $173,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,570,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,686,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,158,559 | BOYAmt |
| EOY | $8,883,605 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,717,851 | BOYAmt |
| EOY | $120,533,964 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,183 | BOYAmt |
| EOY | $2,436,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,475,677 | BOYAmt |
| EOY | $135,654,278 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,605 | BOYAmt |
| EOY | $60,391 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,016 | BOYAmt |
| EOY | $137,674 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,621 | BOYAmt |
| EOY | $198,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,665,152 | BOYAmt |
| EOY | $69,788,092 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,900,700 | BOYAmt |
| EOY | $32,856,323 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,723,204 | BOYAmt |
| EOY | $32,811,798 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,289,056 | BOYAmt |
| EOY | $135,456,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,475,677 | BOYAmt |
| EOY | $135,654,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,052,935 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,905,976 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $208,246 | 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 | $2,380,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,381,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,277,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,404,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,154,175 | CurrentTaxYearAmt |
| Total | $8,597,701 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,380,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,381,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,277,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,404,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,154,175 | CurrentTaxYearAmt |
| Total | $8,597,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $807,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,790,199 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,454,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,735,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,132,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,080,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,157,665 | CurrentTaxYearAmt |
| Total | $14,561,444 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,310 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,967 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,024 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,651 | CurrentTaxYearAmt |
| Total | $131,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,292,130 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,678,140 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.33450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.33610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,141,630 | BeginningYearBalanceAmt |
| Contributions | $1,586,695 | ContributionsAmt |
| Investment Earnings Or Losses | $7,700,218 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $944,985 | OtherExpendituresAmt |
| Administrative Expenses | $155,528 | AdministrativeExpensesAmt |
| End Year Balance | $46,328,030 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,753,891 | BeginningYearBalanceAmt |
| Contributions | $130 | ContributionsAmt |
| Investment Earnings Or Losses | $2,157,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $769,664 | OtherExpendituresAmt |
| End Year Balance | $38,141,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45090 | 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 | $10,765,647 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,015,233 | DepreciationAmt |
| Book Value | $7,750,414 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,206 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,706 | DepreciationAmt |
| Book Value | $22,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $916,557 | OtherCostOrOtherBasisAmt |
| Depreciation | $380,924 | DepreciationAmt |
| Book Value | $535,633 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,883,605 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL AND PAYROLL TAXES | $67,142 |
| CHARITABLE GIFT ANNUITY LIABILITY | $70,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $137,674 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,654,055 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,905,976 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $208,246 | OtherRevenueAmt |
| Revenue Not Reported | $7,114,222 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,539,833 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $256,243 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$73,268 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $182,975 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,722,808 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,486,898 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,268 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,268 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,413,630 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $256,243 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $256,243 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,669,873 | 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 208,246. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -31,606. FUNDRAISING EXPENSES -41,662. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 31,606. FUNDRAISING EXPENSES 41,662. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT #1 | NameOfEvent1Amt |
| Gross Receipts Event1 | $15,691 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,525 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,166 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $8,383 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,967 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $719 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT #2 | NameOfEvent2Amt |
| Gross Receipts Event2 | $30,780 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,780 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,056 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,236 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $690 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,950 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,560 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,390 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $5,637 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,974 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $61,421 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,085 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $29,336 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $13,439 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,203 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,637 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,383 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,662 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,326 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH ASSISTANCE | GrantTypeTxt |
| Recipient | 7677 | RecipientCnt |
| Cash Grant | $1,084,079 | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | FIVE MEMBERS OF THE BOARD ARE OFFICERS OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OFTHE STATE OF MISSOURI AND HOLD THE FOLLOWING OFFICES BY VIRTUE OF THEIR POSITION WITHIN THE GRAND LODGE: HONORARY CHAIRMAN, PRESIDENT AND VICE-PRESIDENT. AS A MATTER OF TRADITION, THE REMAINING TWO OFFICERS HOLD THE SECRETARY AND TREASURER POSITIONS. 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 AM & FM 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 EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DETERMINING THE SALARY OF THE EXECUTIVE DIRECTOR. UPON REVIEW OF PERFORMANCE AND COMPARABLE EXTERNAL DATA, WHICH MAY INCLUDE A COMPENSATION STUDY PERFORMED BY A THIRD PARTY, THE EXECUTIVE COMMITTEE MAKES ITS RECOMMENDATION DURING AN EXECUTIVE SESSION MEETING OF THE BOARD OF DIRECTORS. MINUTES ARE KEPT WHICH STATE THAT THE DISCUSSION TOOK PLACE, THE ACTION APPROVED AND THE EFFECTIVE DATE, IF APPLICABLE. THIS PROCESS WAS MOST RECENTLY COMPLETED FOR THE EXECUTIVE DIRECTOR IN JULY 2014. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DETERMINING THE SALARY OF THE ORGANIZATIONS 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 IN JUNE 2014. |
| 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 208,246. |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR. |
| FORM 990, SECTION B | REASON FOR AMENDED RETURN - THE RETURN HAS BEEN AMENDED TO CORRECT A MISCLASSIFCATION OF CONTRIBUTIONS. DURING PREPARATION OF THE CURRENT YEAR'S RETURN, IT WAS DETERMINED THAT ONE GENERAL LEDGER ACCOUNT REPRESENTING CONTRIBUTIONS HAD BEEN ERRONEOUSLY INCLUDED IN INTEREST AND DIVIDEND INCOME. THIS RESULTED IN THE FOLLOWING CHANGES TO THE RETURN. FORM 990, PART VIII - LINES 1F AND 1H INCREASED $160,921. LINE 3 DECREASED $160,921. SCHEDULE A, PART II - THE ACCOUNT CLASSIFICATION WAS CORRECTED FOR ALL YEARS PRESENTED. LINE 1 WAS INCREASED AND LINE 8 WAS DECREASED BY THE FOLLOWING AMOUNTS: $79,107 FOR 2009 $63,514 FOR 2010 $73,414 FOR 2011 $97,355 FOR 2012 $160,921 FOR 2013 THE PUBLIC SUPPORT PERCENTAGE FOR 2013 INCREASED TO 33.45% AFTER THE CHANGES WERE MADE. ADDITIONALLY, THE PRIOR YEAR RETURN HAS BEEN AMENDED FOR THE SAME REASON. THEREFORE THE 2012 PUBLIC SUPPORT PERCENTAGE PRESENTED ON SCHEDULE A THIS YEAR HAS BEEN CORRECTED TO 33.61%. THE ORIGINALLY FILED RETURN ALSO INCLUDED A "FACTS AND CIRCUMSTANCES" EXPLANATION THAT IS NO LONGER REQUIRED AFTER THE CORRECTIONS. |
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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6033 MASONIC DRIVE | AddressLine1 |
| City | COLUMBIA | City |
| State | MO | State |
| ZIP Code | 65202 | ZIPCode |
| 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 | Yes (1) | 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 | $95,844 | CASH |