2016-01-12T11:50:20-06:00 2014-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2013-07-01 430653370 MASONIC HOME OF MISSOURI MASO 5738144663 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 BARBARA RAMSEY EXECUTIVE DIRECTOR 5738144663 2015-11-09 1 STEPHEN C SMITH P00048938 5734426171 2013 2016-04-25 22:37:26Z X DAVID W HAYWOOD 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 64236551 0 X HTTP://WWW.MOHOME.ORG X 1889 MO 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. 13 13 18 300 0 0 1306734 1154175 0 0 9896065 8564238 15653 4395 11218452 9722808 1141007 1084079 0 0 811756 813512 0 0 513503 1695993 1772282 3648756 3669873 7569696 6052935 122475677 135654278 186621 198065 122289056 135456213 X 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. 0 0 2455576 1084079 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. 2455576 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 32 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 0 X X JODI BLAKE DIRECTOR OF FINANCE 5738144663 6033 MASONIC DRIVE SUITE A COLUMBIA MO 65202 JON B BROYLES HONORARY CHAIRMAN 5.00 40.00 X X 0 0 0 DAVID W HAYWOOD PRESIDENT 9.00 20.00 X X 0 0 0 C BRENT STEWART VICE PRESIDENT 8.00 30.00 X X 0 0 0 RICHARD SMITH SECRETARY 5.00 15.00 X X 0 0 0 RONALD JONES TREASURER 6.00 15.00 X X 0 0 0 KEITH BAIL DIRECTOR 3.00 X 0 0 0 WILLIAM BOWSER DIRECTOR 5.00 X 0 0 0 STEVEN D DUNCAN DIRECTOR 4.00 0.30 X 0 0 0 CHRIS HARRELSON DIRECTOR 4.00 2.00 X 0 158 0 JEFFREY LEE DIRECTOR 8.00 X 0 0 0 H LEE STALLINGS DIRECTOR 5.00 X 0 0 0 DAN WARD DIRECTOR 4.00 2.00 X 0 0 0 CHARLIE WIEGERT DIRECTOR 5.00 X 0 0 0 H KEITH NEESE EXECUTIVE DIRECTOR - OUTGOING 40.00 X 59893 0 7151 BARBARA RAMSEY EXECUTIVE DIRECTOR 40.00 X 77047 0 11559 JODI M BLAKE DIRECTOR OF FINANCE 40.00 X 84470 0 11728 221410 158 30438 0 0 0 0 0 32085 12500 1109590 1154175 3112653 3112653 23412 23412 21600 31606 -10006 -10006 -10006 59892060 54440475 5451585 5451585 5451585 29336 32085 41662 -12326 -12326 MISCELLANEOUS 900099 3315 3315 3315 9722808 0 0 8568633 1084079 1084079 214196 88962 49892 75342 444353 258360 110443 75550 29539 15917 8799 4823 78821 51309 14737 12775 46603 25000 10720 10883 40712 6754 16991 16967 36639 3178 32286 1175 256372 170829 85543 52654 43060 5255 4339 103471 47957 16879 38635 46868 11836 15818 19214 201225 101043 87878 12304 68672 27389 29542 11741 15173 463 11076 3634 372000 247739 99409 24852 156981 46568 105526 4887 GRAND LODGE MEMBER LIST 250000 146480 103520 NEWSLETTER 143761 73903 69858 DONOR RECOGNITION 22339 22339 CLIENT SERVICES 3915 3915 1500 835 665 3669873 2455576 700794 513503 536570 486038 2571159 2019870 896288 988656 149751 131592 187316 173717 12570468 3686863 9158559 8883605 106717851 120533964 2258183 2436836 122475677 135654278 46605 60391 140016 137674 186621 198065 X 63665152 69788092 25900700 32856323 32723204 32811798 122289056 135456213 122475677 135654278 X 6052935 6905976 208246 X X 0 1 X 1 0 X 2380942 2381145 1277350 1404089 1154175 8597701 2380942 2381145 1277350 1404089 1154175 8597701 807502 7790199 2454907 2735830 3132303 3080739 3157665 14561444 657 1310 1967 69267 14911 2165 12024 32651 131018 23292130 1678140 0.33450 0.33610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 50162909 285 7572069 1275704 130438 56329121 46951003 125 4624455 1260272 152402 50162909 46328030 159757 1725891 1121136 141539 46951003 38141630 1586695 7700218 944985 155528 46328030 36753891 130 2157273 769664 38141630 0.00000 0.54910 0.45090 0 0 575058 575058 10765647 3015233 7750414 313206 290706 22500 916557 380924 535633 8883605 ACCRUED PAYROLL AND PAYROLL TAXES 67142 CHARITABLE GIFT ANNUITY LIABILITY 70532 137674 16654055 6905976 208246 7114222 9539833 256243 -73268 182975 9722808 3486898 73268 73268 3413630 256243 256243 3669873 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. GOLF TOURNAMENT #1 15691 5525 10166 8383 8967 719 GOLF TOURNAMENT #2 30780 17000 13780 5056 9236 690 1 14950 9560 5390 5637 2974 61421 32085 29336 13439 18203 5637 4383 41662 -12326 1 CASH ASSISTANCE 7677 1084079 PART I, LINE 2: 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. 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. GRAND LODGE AF & AM OF MISSOURI 6033 MASONIC DRIVE COLUMBIA MO 65202 430160306 FELLOWSHIP OF MEMBERS TO RAISE FUNDS FOR BENEVOLENCE MO 501(C)10 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 GRAND LODGE AF & AM OF MISSOURI N 250000 CASH GRAND LODGE AF & AM OF MISSOURI S 95844 CASH