2013-02-15T10:14:25-06:00 2012-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2011-07-01 430653370 MASONIC HOME OF MISSOURI MASO 5738144663 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 H KEITH NEESE 5738144663 2013-02-14 1 STEPHEN C SMITH P00048938 5734426171 2011 2016-03-07 17:11:31Z H KEITH NEESE 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 47773952 0 X HTTP://WWW.MOHOME.ORG X 1889 MO 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. 13 13 53 400 1310 -588 2317631 1203936 858175 0 4722778 6196119 33090 17390 7931674 7417445 1270599 1490017 0 0 1899885 827975 0 0 293432 2475081 1812368 5645565 4130360 2286109 3287085 115296086 115268200 322841 225640 114973245 115042560 X 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. 1 0 3034080 1490017 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. 3034080 1 1 0 0 0 0 0 0 0 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 1 0 0 0 0 0 1 0 0 1 0 1 59 0 1 53 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JODI BLAKE DIRECTOR OF FINANCE 5738144663 6033 MASONIC DRIVE SUITE A COLUMBIA MO 65202 JOHN W HESS 4.00 X X 0 0 0 DAVID L RAMSEY 7.00 X X 0 0 0 JON B BROYLES 3.00 X X 0 0 0 DAVID W HAYWOOD 4.00 X X 0 0 0 C BRENT STEWART 2.00 X X 0 0 0 DALE M BRYAN 4.00 X 0 0 0 BARRY V CUNDIFF 2.00 X 0 0 0 STEVEN D DUNCAN 3.00 X 0 0 0 JEFFREY LEE 3.00 X 0 0 0 CHARLES WIEGERT 5.00 X 0 0 0 H LEE STALLINGS 4.00 X 0 0 0 THOMAS L TRUMAN 4.00 X 0 0 0 WILLIAM E ZIMMERMAN 3.00 X 0 0 0 H KEITH NEESE 40.00 X 92973 0 12424 JODI M BLAKE 40.00 X 76410 0 11531 169383 0 23955 0 0 0 0 0 17775 115276 1070885 1203936 3191802 3191802 13915 13915 43325433 6500 40327616 0 2997817 6500 3004317 3004317 30721 17775 28891 1830 1310 520 MISCELLANEOUS 900099 1645 1645 1645 7417445 0 1310 6212199 1490017 1490017 192030 124820 38406 28804 443847 331682 95265 16900 29732 20692 8942 98 117262 84671 31009 1582 45104 32254 9632 3218 49520 36064 13456 37108 27025 10083 250097 165064 85033 26570 21365 2205 3000 99308 49290 10625 39393 43403 26732 12759 3912 274943 172920 98198 3825 90091 51281 37690 1120 11581 7066 4152 363 354883 42314 312569 168852 135820 32824 208 GRAND LODGE MEMBER LIST 250000 146500 103500 NEWSLETTER & FREEMASON 123192 60964 62228 DONOR RECOGNITION 25281 25281 RESIDENT SERVICES 6180 6180 1359 1359 4130360 3034080 802848 293432 908656 814384 4615128 1678545 1037852 999647 304674 179619 113974 174129 12409256 2996289 9732032 9412967 96308235 99808876 2275535 2200033 115296086 115268200 175759 91621 147082 134019 322841 225640 X 59759451 59500838 7118828 22883786 48094966 32657936 114973245 115042560 115296086 115268200 X 3287085 -3217770 X X 0 1 1 X 0 X 2156163 967146 2301835 2317631 1203936 8946711 2156163 967146 2301835 2317631 1203936 8946711 783472 8163239 3455353 2804550 2534014 2799344 3205717 14798978 657 1310 1967 35023 50179 69267 14911 2165 171545 23919201 3715257 0.34130 0.33370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46328030 159757 1725891 1121136 141539 46951003 38141630 1586695 7700218 944985 155528 46328030 36753891 130 2157273 769664 38141630 44513784 1848 -4740428 1586272 38188932 0.34130 0.65870 0.00000 0 0 575058 575058 10644274 2445962 8198312 307969 292379 15590 881955 257948 624007 9412967 ACCRUED PAYROLL AND PAYROLL TAXES 57285 CHARITABLE GIFT ANNUITY LIABILITY 76734 134019 7417445 4130360 3287085 -3079925 -137845 -3217770 69315 3979034 -3079925 -137845 -3217770 7196804 249532 -28891 220641 7417445 3909719 28891 28891 3880828 249532 249532 4130360 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. GOLF TOURNAMENT 15131 2750 12381 830 10567 3083 GOLF #2 33365 15025 18340 501 9106 4804 48496 17775 30721 1331 19673 7887 28891 1830 1 CASH ASSISTANCE 2749 1490017 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. 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 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. 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 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 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