MASONIC HOME OF MISSOURI: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF MISSOURI (EIN 43-0653370)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-15
- IRS object ID
- 201320469349300537
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T10:14:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431126847 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS-KEEPERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430653370 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME OF MISSOURI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 5738144663 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H KEITH NEESE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5738144663 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN C SMITH | Name |
| PTIN | P00048938 | PTIN |
| Phone | 5734426171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | H KEITH NEESE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 47773952 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.MOHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | MO | StateLegalDomicile |
| Activity Or Mission Description | THE MASONIC HOME PROVIDES SERVICES 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. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY TO THOSE MEMBERS IN DISTRESS THROUGH THE OUTREACH SERVICES PROGRAM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 53 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 1310 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -588 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2317631 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1203936 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 858175 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4722778 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6196119 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 33090 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17390 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7931674 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7417445 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1270599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1490017 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1899885 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 827975 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 293432 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2475081 | OtherExpensePriorYear |
| Other Expenses Current Year | 1812368 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5645565 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4130360 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2286109 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3287085 | RevenuesLessExpensesCY |
| Total Assets BOY | 115296086 | TotalAssetsBOY |
| Total Assets EOY | 115268200 | TotalAssetsEOY |
| Total Liabilities BOY | 322841 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 225640 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 114973245 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 115042560 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MASONIC HOME PROVIDES SERVICES TO MISSOURI MASTER MASONS, THEIR WIVES, WIDOWS AND 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. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY TO THOSE MEMBERS IN DISTRESS THROUGH THE OUTREACH SERVICES PROGRAM. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3034080 | Expense |
| Grants | 1490017 | Grants |
| Description | THE MASONIC HOME PROVIDES SERVICES TO MISSOURI MASTER MASONS, THEIR WIVES, WIDOWS, FEMALE MEMBERS OF THE ORDER OF THE EASTERN STAR,MASONIC CHILDREN AND NON-MASONIC CHILDREN. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY AND NON-FINANCIALLY TO THOSE MEMBERS 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 26% MORE DIRECT FINANCIAL ASSISTANCE IN TAX YEAR 2011 THAN 2010, ASSISTING 156 INDIVIDUALS AND MASONIC CHILDREN, 2593 CHILDREN AND FUNDING 16 PROJECTS IN THE 2011 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 (OFTEN TIMES 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. | Description |
| Total Program Service Expense | 3034080 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 53 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODI BLAKE DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5738144663 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN W HESS | ||||||
| HONORARY CHAIRMAN | 4.00 | X | X | 0 | 0 | 0 |
| DAVID L RAMSEY | ||||||
| PRESIDENT | 7.00 | X | X | 0 | 0 | 0 |
| JON B BROYLES | ||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| DAVID W HAYWOOD | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| C BRENT STEWART | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| DALE M BRYAN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| BARRY V CUNDIFF | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| STEVEN D DUNCAN | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| JEFFREY LEE | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| CHARLES WIEGERT | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| H LEE STALLINGS | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| THOMAS L TRUMAN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| WILLIAM E ZIMMERMAN | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| H KEITH NEESE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 92973 | 0 | 12424 | |
| JODI M BLAKE | ||||||
| DIRECTOR OF FINANCE | 40.00 | X | 76410 | 0 | 11531 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 169383 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23955 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 17775 | FundraisingEvents |
| Related Organizations | 115276 | RelatedOrganizations |
| All Other Contributions | 1070885 | AllOtherContributions |
| Total Contributions | 1203936 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3191802 | TotalRevenueColumn |
| Exclusion | $3,191,802 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13915 | TotalRevenueColumn |
| Exclusion | $13,915 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43325433 | Securities |
| Other | 6500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 40327616 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2997817 | Securities |
| Other | 6500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3004317 | TotalRevenueColumn |
| Exclusion | $3,004,317 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 30721 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 17775 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 28891 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1830 | TotalRevenueColumn |
| Unrelated Business Revenue | 1310 | UnrelatedBusinessRevenue |
| Exclusion | $520 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1645 | TotalRevenueColumn |
| Exclusion | $1,645 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1645 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7417445 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1310 | UnrelatedBusinessRevenue |
| Exclusion | $6,212,199 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1490017 | Total |
| Program Services | 1490017 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192030 | Total |
| Program Services | 124820 | ProgramServices |
| Management And General | 38406 | ManagementAndGeneral |
| Fundraising | 28804 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443847 | Total |
| Program Services | 331682 | ProgramServices |
| Management And General | 95265 | ManagementAndGeneral |
| Fundraising | 16900 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29732 | Total |
| Program Services | 20692 | ProgramServices |
| Management And General | 8942 | ManagementAndGeneral |
| Fundraising | 98 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117262 | Total |
| Program Services | 84671 | ProgramServices |
| Management And General | 31009 | ManagementAndGeneral |
| Fundraising | 1582 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45104 | Total |
| Program Services | 32254 | ProgramServices |
| Management And General | 9632 | ManagementAndGeneral |
| Fundraising | 3218 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49520 | Total |
| Program Services | 36064 | ProgramServices |
| Management And General | 13456 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37108 | Total |
| Program Services | 27025 | ProgramServices |
| Management And General | 10083 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250097 | Total |
| Program Services | 165064 | ProgramServices |
| Management And General | 85033 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26570 | Total |
| Program Services | 21365 | ProgramServices |
| Management And General | 2205 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99308 | Total |
| Program Services | 49290 | ProgramServices |
| Management And General | 10625 | ManagementAndGeneral |
| Fundraising | 39393 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43403 | Total |
| Program Services | 26732 | ProgramServices |
| Management And General | 12759 | ManagementAndGeneral |
| Fundraising | 3912 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274943 | Total |
| Program Services | 172920 | ProgramServices |
| Management And General | 98198 | ManagementAndGeneral |
| Fundraising | 3825 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90091 | Total |
| Program Services | 51281 | ProgramServices |
| Management And General | 37690 | ManagementAndGeneral |
| Fundraising | 1120 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11581 | Total |
| Program Services | 7066 | ProgramServices |
| Management And General | 4152 | ManagementAndGeneral |
| Fundraising | 363 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354883 | Total |
| Program Services | 42314 | ProgramServices |
| Management And General | 312569 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168852 | Total |
| Program Services | 135820 | ProgramServices |
| Management And General | 32824 | ManagementAndGeneral |
| Fundraising | 208 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| GRAND LODGE MEMBER LIST | 250000 | 146500 | 103500 |
| NEWSLETTER & FREEMASON | 123192 | 60964 | 62228 |
| DONOR RECOGNITION | 25281 | 25281 | |
| RESIDENT SERVICES | 6180 | 6180 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359 | Total |
| Program Services | 1359 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4130360 | Total |
| Program Services | 3034080 | ProgramServices |
| Management And General | 802848 | ManagementAndGeneral |
| Fundraising | 293432 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 908656 | BOY |
| EOY | 814384 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4615128 | BOY |
| EOY | 1678545 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037852 | BOY |
| EOY | 999647 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304674 | BOY |
| EOY | 179619 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113974 | BOY |
| EOY | 174129 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12409256 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2996289 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9732032 | BOY |
| EOY | 9412967 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96308235 | BOY |
| EOY | 99808876 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2275535 | BOY |
| EOY | 2200033 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115296086 | BOY |
| EOY | 115268200 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175759 | BOY |
| EOY | 91621 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147082 | BOY |
| EOY | 134019 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322841 | BOY |
| EOY | 225640 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59759451 | BOY |
| EOY | 59500838 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7118828 | BOY |
| EOY | 22883786 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48094966 | BOY |
| EOY | 32657936 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114973245 | BOY |
| EOY | 115042560 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115296086 | BOY |
| EOY | 115268200 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3287085 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3217770 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2156163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 967146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2301835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2317631 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1203936 | CurrentTaxYear |
| Total | 8946711 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2156163 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 967146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2301835 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2317631 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1203936 | CurrentTaxYear |
| Total | 8946711 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 783472 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8163239 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3455353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2804550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2534014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2799344 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3205717 | CurrentTaxYear |
| Total | 14798978 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 657 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1310 | CurrentTaxYear |
| Total | 1967 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35023 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69267 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14911 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2165 | CurrentTaxYear |
| Total | 171545 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23919201 | TotalSupport |
| Gross Receipts From Admissions Etc | 3715257 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.34130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.33370 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46328030 | BeginningOfYearBalance |
| Contributions | 159757 | Contributions |
| Investment Earnings Or Losses | 1725891 | InvestmentEarningsOrLosses |
| Other Expenditures | 1121136 | OtherExpenditures |
| Administrative Expenses | 141539 | AdministrativeExpenses |
| End Of Year Balance | 46951003 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38141630 | BeginningOfYearBalance |
| Contributions | 1586695 | Contributions |
| Investment Earnings Or Losses | 7700218 | InvestmentEarningsOrLosses |
| Other Expenditures | 944985 | OtherExpenditures |
| Administrative Expenses | 155528 | AdministrativeExpenses |
| End Of Year Balance | 46328030 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36753891 | BeginningOfYearBalance |
| Contributions | 130 | Contributions |
| Investment Earnings Or Losses | 2157273 | InvestmentEarningsOrLosses |
| Other Expenditures | 769664 | OtherExpenditures |
| End Of Year Balance | 38141630 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44513784 | BeginningOfYearBalance |
| Contributions | 1848 | Contributions |
| Investment Earnings Or Losses | -4740428 | InvestmentEarningsOrLosses |
| Other Expenditures | 1586272 | OtherExpenditures |
| End Of Year Balance | 38188932 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.34130 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65870 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 575058 | OtherCostOrOtherBasis |
| Book Value | 575058 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10644274 | OtherCostOrOtherBasis |
| Depreciation | 2445962 | Depreciation |
| Book Value | 8198312 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 307969 | OtherCostOrOtherBasis |
| Depreciation | 292379 | Depreciation |
| Book Value | 15590 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 881955 | OtherCostOrOtherBasis |
| Depreciation | 257948 | Depreciation |
| Book Value | 624007 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9412967 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PAYROLL AND PAYROLL TAXES | $57,285 |
| CHARITABLE GIFT ANNUITY LIABILITY | $76,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 134019 | TotalOfAmounts |
| Total Revenue | 7417445 | TotalRevenue |
| Total Expenses | 4130360 | TotalExpenses |
| Excess Or Deficit For Year | 3287085 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3079925 | NetUnrealizedGLOnInvestments |
| Other | -$137,845 | OtherAmount |
| Total Adjustments | -3217770 | TotalAdjustments |
| Excess Or Deficit Per FS | 69315 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3979034 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3079925 | NetUnrealizedGainsInvestments |
| Other Revenues | -137845 | OtherRevenues |
| Revenue Not Rptd F990 | -3217770 | RevenueNotRptdF990 |
| Revenue Subtotal | 7196804 | RevenueSubtotal |
| Investment Expenses Not Included | 249532 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -28891 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 220641 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7417445 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3909719 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 28891 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 28891 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3880828 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 249532 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 249532 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4130360 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -137,845. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -137,845. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED IN PART VII, LINE 8B -28,891. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED IN PART VII, LINE 8B 28,891. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 15131 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2750 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12381 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 830 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 10567 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 3083 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF #2 | NameOfEvent2 |
| Gross Receipts Event2 | 33365 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 15025 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 18340 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 501 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 9106 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 4804 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 48496 | GrossReceiptsTotal |
| Charitable Contributions Total | 17775 | CharitableContributionsTotal |
| Gross Revenue Total Events | 30721 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1331 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19673 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 7887 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28891 | DirectExpenseSummaryEvents |
| Net Income Summary | 1830 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CASH ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 2749 | NumberOfRecipients |
| Amount Of Cash Grant | 1490017 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GRAND LODGE AF & AM OF MISSOURI | |||
| RELATED PARTY | 250000 | MAILING LIST | 0 |
| GRAND LODGE AF & AM OF MISSOURI | |||
| RELATED PARTY | 41907 | FREEMASON MAGAZINE | 0 |
| GRAND LODGE AF & AM OF MISSOURI | |||
| RELATED PARTY | 15585 | MEETING COSTS | 0 |
| GRAND LODGE AF & AM OF MISSOURI | |||
| RELATED PARTY | 21526 | LEASE AMOUNT | 0 |
| GRAND LODGE AF & AM OF MISSOURI | |||
| RELATED PARTY | 98978 | PER CAPITAPER CAPITA | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE HOME CONTINUES TO OPERATE THE OUTREACH SERVICES PROGRAMS, BUT HAS REORGANIZED AND EXPANDED THE PROGRAMS. OUTREACH SERVICES NOW CONSISTS OF FOUR FINANCIAL PROGRAMS AND FOUR NON-FINANCIAL PROGRAMS. THE FINANCIAL PROGRAMS INCLUDE LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, CHILDREN'S OUTREACH AND CREATING-A-PARTNERSHIP. THESE PROGRAMS PROVIDE FINANCIAL ASSISTANCE TO THREE TYPES OF RECIPIENTS: ADULTS, CHILDREN, AND NON-MASONIC CHILDREN THROUGH PROJECT-SPECIFIC FUNDING. 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 (OFTEN TIMES 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. |
| FORM 990, PART VI, SECTION A, LINE 4 | AS A RESULT OF THE SALE OF THE KANSAS CITY RESIDENTIAL CARE FACILITY ON JUNE 30, 2011, THE HOME REVISED ITS BY-LAWS TO REMOVE ALL REFERENCE TO THE FACILITY. | |
| 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 OF THE 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 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 DECISIONS MADE REGARDING SAID TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE HANDLES THE COMPENSATION PROCESS FOR THE EXECUTIVE DIRECTOR BY TAKING RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE FULL BOARD VOTES ON THE COMPENSATION TO EITHER APPROVE OR MAKE RECOMMENDATIONS. COMPENSATION FOR THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES INCLUDES A COMPENSATION STUDY PERFORMED THROUGH A THIRD PARTY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, IRS FORM 990 AND ANNUAL REPORT ARE POSTED ON THE MASONIC HOME WEBSITE. THE AUDITED FINANCIAL STATEMENTS ARE ALSO INCLUDED IN THE GRAND LODGE PROCEEDING, PUBLISHED ON AN ANNUAL BASIS. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,079,925. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -137,845. TOTAL TO FORM 990, PART XI, LINE 5: -3,217,770. |
| OVERSIGHT AND SELECTION PROCESS | FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE AF & AM OF MISSOURI | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MO | LegalDomicileState |
| Exempt Code Section | 501(C)10 | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GRAND LODGE AF & AM OF MISSOURI | ||
| R | 98978 | ACTUAL COST |
| GRAND LODGE AF & AM OF MISSOURI | ||
| M | 250000 | ACTUAL COST |
| GRAND LODGE AF & AM OF MISSOURI | ||
| O | 57492 | ACTUAL COST |