2015-04-20T10:02:01-05:00 2014-06-30 412024514 SOMMERVILLE & ASSOCIATES PC 3030 MATLOCK RD STE 201 ARLINGTON TX 760152936 990 2013-07-01 751528075 MASONIC HOME AND SCHOOL OF TEXAS MASO 8175031500 338 GRAPEVINE HIGHWAY HURST TX 76054 TOM SERFASSCMA CFM CHFC CFO AND CIO 8175031500 2015-04-20 true ELAINE L SOMMERVILLE CPA P00204458 8177955046 2015-04-20 2013 2016-02-25 16:41:14Z SHANNON DAVIS 338 GRAPEVINE HIGHWAY HURST TX 76054 11276011 false X WWW.MHSTX.ORG X 1976 TX TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES OF TEXAS. 5 5 7 0 1731411 548829 281119 307463 2111905 1823115 2741817 2963482 6866252 5642889 1642066 2061105 0 493174 561347 0 97920 821594 1005690 2956834 3628142 3909418 2014747 86734236 99854827 1042775 987437 85691461 98867390 TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES OF TEXAS. false false 1194761 747985 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 1,200 CHILDREN WERE ASSISTED DURING THE 2013-2014 YEAR. 1128534 1035843 307463 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 16 WIDOWS DURING THE YEAR. 277277 277277 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 2013-2014 YEAR, OVER 96,000 TEXAS CHILDREN RECEIVED FREE "PREVENT TOOTH DECAY" KITS. 2600572 true true false false false false false false false true true false false true false true true false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false true X 119 0 true 7 true false false false false false false false false false true false X 5 5 false false false false false false false true false false false true true true true true true true true false X X TOM SERFASS 8175031506 338 GRAPEVINE HIGHWAY HURST TX 76054 ELMER MURPHEY III PRESIDENT/DI 5.00 X X 0 0 0 JOHN R CLEMENTS VICE PRES./D 5.00 X X 0 0 0 JAMES D NYFELER SR SECRETARY/DI 5.00 X X 0 0 0 PAUL D UNDERWOOD TREASURER/DI 5.00 X X 0 0 0 CHARLES B COCKRELL VICE PRES./D 5.00 X X 0 0 0 TOM SERFASS CFO/CIO 40.00 X 111318 0 5611 KASHA PERKINS EXECUTIVE DI 40.00 X 80721 0 2000 192039 7611 1 false false false 548829 2192 548829 MASONIC WIDOWS 900099 307463 307463 307463 1793245 1793245 2963482 2963482 5662992 5633122 29870 29870 29870 5642889 307463 4786597 2061105 2061105 203871 59644 144227 353692 295104 58588 3784 2470 1314 90477 90477 46294 46294 494250 494250 131514 45006 86508 11256 11256 33826 19006 14664 156 15004 8051 6953 54566 36330 18236 8016 4111 3905 12336 12336 6445 6445 73733 59466 14267 REPAIRS AND MAINTENANCE 11929 7642 4287 BOARD MEETINGS 11852 11852 EMPLOYEE DEVELOPMENT 2197 642 1555 CHRISTMAS EXPENSE 1995 1995 3628142 2600572 929650 97920 109800 120547 703572 77450 46827 44794 42661 77536 135624 105284 22685 30340 61568375 73537624 24240316 25966536 86734236 99854827 345863 474557 46827 44794 650085 468086 1042775 987437 X 27928816 33526619 7512397 14814382 50250248 50526389 85691461 98867390 86734236 99854827 2014747 11161182 X false true X false false X 233933 358868 322726 1731411 548829 3195767 233933 358868 322726 1731411 548829 3195767 279515 2916252 2123876 2244244 3283127 4652874 4756727 17060848 7221 4234 24855 9221 45531 20302146 1598658 0.14360 0.15010 X THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCIBED UNDER 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. FOR FISCAL YEARS ENDED JUNE 30, 2009 AND JUNE 30, 2010 THE PUBLIC SUPPORT WAS 50.49% AND 34.24%, RESPECTIVELY. FOR FISCAL YEARS ENDED JUNE 30, 2011, JUNE 30, 2012 AND JUNE 30, 2013 THE PUBLIC SUPPORT PERCENTAGE FELL BELOW 33 1/3% TO 20.31%, 13.05% AND 15.01%, RESPECTIVELY. 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. 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 96,000 CHILDREN, PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND OR FINANCIAL SUPPORT FOR CHILD SERVICES TO OVER 1,000 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2014. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. PART II, LINE 10 OTHER INCOME 45,531 PART II, LINE 17A THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCIBED UNDER 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. FOR FISCAL YEARS ENDED JUNE 30, 2009 AND JUNE 30, 2010 THE PUBLIC SUPPORT WAS 50.49% AND 34.24%, RESPECTIVELY. FOR FISCAL YEARS ENDED JUNE 30, 2011, JUNE 30, 2012 AND JUNE 30, 2013 THE PUBLIC SUPPORT PERCENTAGE FELL BELOW 33 1/3% TO 20.31%, 13.05% AND 15.01%, RESPECTIVELY. 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. 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 96,000 CHILDREN, PROVIDING FOR NEEDY AND QUALIFIED CHILDREN IN TEXAS WITH INFORMATION, REFERRAL, AND OR FINANCIAL SUPPORT FOR CHILD SERVICES TO OVER 1,000 CHILDREN, AND PROVIDING FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF WIDOWS DURING THE FISCAL YEAR ENDING JUNE 30, 2014. THE ORGANIZATION'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, DIVERSE IN AGE, AREAS OF EXPERTISE AND PROFESSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42627474 7270125 27641 1082462 48787496 39635721 4045216 41098 1012365 42627474 40888043 -418146 834176 39635721 37961041 8030900 5103898 40888043 37961041 2714295 2714295 37961041 0.77810 0.22190 true false 83842 66743 17099 51782 38541 13241 30340 MINERAL INTEREST 13247551 INTEREST IN CHARITABLE TRUSTS 12567859 ACCRUED INTEREST INCOME 151126 25966536 X 16309821 11161182 11161182 5148639 494250 494250 5642889 3133892 3133892 494250 494250 3628142 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND OTHER PROGRAMS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS A NON-PROFIT 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, 2014 AND 2013. 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. AT JUNE 30, 2014, THE ORGANIZATION'S TAX RETURNS RELATED TO THE YEARS ENDED JUNE 30, 2011 THROUGH JUNE 30, 2013 REMAIN OPEN TO POSSIBLE EXAMINATION BY THE TAX AUTHORITIES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. AS OF JUNE 30, 2014, THE ORGANIZATION HAS NOT INCURRED ANY PENALTIES OR INTEREST UNDER FASB ASC TOPIC NO. 740. SCHEDULE D, PAGE 4, PART XI, LINE 4B INVESTMENT MANAGEMENT FEES 494,250 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT MANAGEMENT FEES 494,250 true SCHOLARSHIPS 9 27641 DENTAL SERVICES 229 249348 FOOD, CLOTHING & SHELTER 137 69267 FOOD AND SHELTER - WIDOWS 16 1035843 FANTASTIC TEETH PROGRAM 96654 277277 MEDICAL SERVICES 180 261250 EDUCATION SERVICES 47 140479 SCHEDULE I, PAGE 1, PART I, LINE 2 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. 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 FOR FILE FORMS 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, AT THE ANNUAL MARCH MEETING OF THE BOARD OF DIRECTORS, 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. 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. FORM 990, PAGE 6, PART VI, LINE 19 THE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GRAND LODGE OF TEXAS AF& AM P O BOX 466 WACO TX 76703 740485630 FRATERNAL TX 501C10 N/A false false false true false false false false false false false false false false false false false false false false