2013-05-15T14:56:58-05:00 2012-06-30 752393478 WHITLEY PENN LLP 8343 DOUGLAS AVENUE SUITE 400 DALLAS TX 75225 990 2011-07-01 751528075 MASONIC HOME AND SCHOOL OF TEXAS MASO 8175031500 338 GRAPEVINE HIGHWAY HURST TX 76054 TOM SERFASS 8175031500 2013-05-15 1 CURTIS MAXFIELD P00445178 2143939300 2011 2016-02-24 21:20:13Z KASHA PERKINS 338 GRAPEVINE HIGHWAY HURST TX 76054 6681205 0 X WWW.MHSTX.ORG X 1976 TX SEE SCHEDULE O FOR DESCRIPTION 5 5 0 0 0 0 413976 322726 325573 264918 1445383 1806057 833165 1547325 3018097 3941026 78466 34644 0 0 6579 9488 40600 0 22302 2806987 2796156 2932632 2840288 85465 1100738 75691260 83740724 1301586 1307265 74389674 82433459 X THE ORGANIZATION PROVIDES ASSISTANCE FOR QUALIFYING CHILDREN AND FAMILIES THROUGH THIRD PARTY PROVIDERS AND PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF QUALIFIED APPLICANTS THROUGH THIRD PARTY PROVIDERS, INCLUDING BUT NOT LIMITED TO THE TEXAS MASONIC RETIREMENT CENTER IN ARLINGTON, TEXAS. 0 0 861170 34644 PROVIDE FOR NEEDY AND QUALIFIED CHILDREN WHO RESIDE IN TEXAS WITH INFORMATION AND REFERRAL AND/OR FINANCIAL SUPPORT FOR CHILDREN'S SERVICES. OVER 1,000 CLIENTS WERE ASSISTED DURING THE 2011-2012 YEAR. 984137 264918 PROVIDE 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 17 WIDOWS DURING THE YEAR. 228274 PREVENT TOOTH DECAY IN CHILDREN BY TEACHING THEM GOOD DENTAL HABITS AND PROVIDING THEM THE PROPER TOOLS TO KEEP THEIR TEETH HEALTHY. DURING THE 2011-2012 YEAR, OVER 53,000 TEXAS CHILDREN RECEIVED FREE PREVENT TOOTH DECAY KITS. 2073581 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 109 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TOM SERFASS 8175031500 338 GRAPEVINE HIGHWAY HURST TX 76054 ELMER MURPHEY III 5.00 X X 0 0 0 JOHN R CLEMENTS 5.00 X X 0 0 0 JAMES D NYFELER SR 5.00 X X 0 0 0 PAUL D UNDERWOOD 5.00 X X 0 0 0 CHARLES B COCKRELL 5.00 X X 0 0 0 KASHA PERKINS 40.00 X 80044 0 0 TOM SERFASS 40.00 X 110185 0 0 190229 0 0 1 0 0 0 BROWN PRUITT PETERSON & WAMBSGANSS PC 201 MAIN ST STE 801 FORT WORTH TX 76102 LEGAL SERVICES 194367 1 104694 218032 322726 SUPPORT FROM WIDOWS 900099 264918 264918 264918 1762741 1762741 1520387 1520387 2783495 2740179 43316 43316 43316 2083 0 2083 2083 MISCELLANEOUS INCOME 900099 24855 24855 24855 3941026 264918 0 3353382 34644 34644 9488 3468 6020 228202 228202 43301 43301 169429 169429 517066 328132 188934 22302 22302 27357 17722 9635 64090 48513 15577 2547 1262 1285 8417 8417 19837 19837 11851 11851 65742 53499 12243 TEXAS MASONIC RETIREMEN 882752 882752 DENTAL AND MEDICAL ASSI 437580 437580 EDUCATIONAL SERVICES 121109 121109 SPECIAL THERAPY 72968 72968 101606 71932 29674 2840288 2073581 744405 22302 193151 6950 499754 10605 50957 48844 23793 89533 111981 94013 23880 17968 53020724 50857596 5599039 10199722 16279962 22509506 75691260 83740724 244601 428987 50957 48844 1006028 829434 1301586 1307265 X 16426542 18662827 3825988 3442362 54137144 60328270 74389674 82433459 75691260 83740724 X 1100738 6943047 X X 0 1 1 X 0 X 2263445 742198 233933 358868 322726 3921170 2263445 742198 233933 358868 322726 3921170 1587685 2333485 3299511 2917988 2123876 2244244 3283127 13868746 59793 7221 4234 24855 96103 17886019 1586743 0.13050 0.20310 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: NOTWITHSTANDING THAT THE PUBLIC SUPPORT PERCENTAGE INDICATED AT LINE 14 IS LESS THAN 33 1/3 PERCENT, THE MASONIC HOME AND SCHOOL OF TEXAS SHOULD QUALIFY AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST PRESCRIBED UNDER SECTION 1.170A-9(E)(3) OF THE REGULATIONS. THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE MASONIC HOME AND SCHOOL OF TEXAS IS IN EXCESS OF 10 PERCENT OF ITS TOTAL SUPPORT NORMALLY RECEIVED. FOR FISCAL YEARS ENDED JUNE 30, 2007, JUNE 30, 2008, AND JUNE 30, 2009, THE PUBLIC SUPPORT OF THE MASONIC HOME AND SCHOOL OF TEXAS WAS IN EXCESS OF 33 1/3 PERCENT - 53.57%, 50.49% AND 34.24%, RESPECTIVELY. FOR FISCAL YEARS ENDED JUNE 30, 2010, JUNE 30, 2011 AND JUNE 30, 2012, THE PUBLIC SUPPORT PERCENTAGE FELL BELOW 33 1/3 PERCENT - 27.11%, 20.31% AND 13.05%, RESPECTIVELY. THE MASONIC HOME AND SCHOOL OF TEXAS HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS. THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDED DENTAL EDUCATION AND TOOTH DECAY PREVENTION KITS TO OVER 53,000 FIRST GRADERS IN OVER 322 SCHOOLS THROUGHOUT THE STATE OF TEXAS IN THE FISCAL YEAR ENDED JUNE 30, 2012. THE MASONIC CHILDREN AND FAMILY SERVICES PROGRAM OF THE MASONIC HOME AND SCHOOL OF TEXAS PROVIDES INFORMATION, REFERRAL, OR FUNDING (OR A COMBINATION THEREOF) FOR QUALIFIED TEXAS CHILDREN AND WIDOWS FOR ASSISTANCE INCLUDING DENTAL NEEDS, TUITION ASSISTANCE, CLOTHING, MEDICATION, COUNSELING SERVICES, AND OTHER LIKE NEEDS. DURING THE FISCAL YEAR OF JULY 1, 2011 TO JUNE 30, 2012 THE NEEDS OF OVER 1,000 CHILDREN WERE MET THROUGH COLLABORATION BETWEEN THE MASONIC HOME AND SCHOOL OF TEXAS AND THIRD-PARTY PROVIDERS SUCH AS: CHILD STUDY CENTER IN FORT WORTH, TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN, COOK CHILDREN'S HOSPITAL, GILL CHILDREN'S SERVICE AND PRESBYTERIAN CHILDREN'S HOMES AND SERVICES. THE COMPOSITION OF THE MASONIC HOME AND SCHOOL OF TEXAS'S BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS. SUCH PERSONS ARE DIVERSE IN AGE, AREAS OF EXPERTISE, PROFESSION, ETC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54137144 6191126 60328270 57628315 -3491171 54137144 54420130 3263342 55157 57628315 51158971 10000 3251159 54420130 1.00000 0 0 70159 60602 9557 41822 33411 8411 17968 MINERAL INTERESTS 6313089 F OTHER EQUITIES 3886633 F 10199722 UNCONDITIONAL PROMISES TO GIVE 22369739 ACCRUED INTEREST INCOME 139767 22509506 3941026 2840288 1100738 6943047 6943047 8043785 10714643 6943047 6943047 3771596 169430 169430 3941026 2670858 0 2670858 169430 169430 2840288 PART X, LINE 2: 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, 2012, THE ORGANIZATION'S TAX RETURNS RELATED TO THE YEARS ENDED JUNE 30, 2009 THROUGH JUNE 30, 2011 REMAIN OPEN TO POSSIBLE EXAMINATION BY THE TAX AUTHORITIES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. AS OF JUNE 30, 2012, THE ORGANIZATION HAS NOT INCURRED ANY PENALTIES OR INTEREST UNDER FASB ASC TOPIC NO. 740. 1 TUITION & BOOKS 12 34644 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL INFORMATION, REFERRAL, AND FINANCIAL ASSISTANCE IS PROVIDED UPON COMPLETION OF THE APPLICATION PROCESS. REQUEST FOR ASSISTANCE IS EVALUATED ON AN INDIVIDUAL BASIS. DETERMINATION OF ASSISTANCE MAY INCLUDE THE REVIEW OF PROGRESS REPORTS, TRANSCRIPTS, EVALUATIONS, FINANCIAL DOCUMENTS, ASSESSMENT FINDINGS, CASE NOTES, ETC. IN MOST CASES, IF FUNDING IS APPROVED, THE SERVICE PROVIDER WILL REQUEST PAYMENT AFTER THE SERVICE IS RENDERED OR UPON SUBMISSION OF APPROPRIATE DOCUMENTATION. FORM 990, PART VI, SECTION B, LINE 11 THE CFO AND BOARD OF THE ORGANIZATION REVIEW THE TAX RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NEW MEMBERS OF THE ORGANIZATION RECEIVE A CONFLICT OF INTEREST DISCLOSURE DOCUMENT TO SIGN AND SUBMIT TO THE ORGANIZATION. ALL MEMBERS ARE REQUIRED TO ANNUALLY RESUBMIT THE DISCLOSURE DOCUMENT TO VERIFY ANY POSSIBLE RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 INSPERITY, COMMUNITY COUNCIL OF GREATER DALLAS, AND OPPORTUNITY KNOCKS PROVIDE RESOURCES AS GUIDES FOR COMPENSATION OF STAFF. THESE GUIDELINES ARE USED IN DETERMINING COMMENSURATE SALARY RANGES. THE EXECUTIVE DIRECTOR, IN CONJUNCTION WITH THE BOARD OF DIRECTORS, IS THE FINAL HIRING AUTHORITY ON ALL STAFF. INSPERITY IS A PROFESSIONAL EMPLOYER ORGANIZATION AND IS REIMBURSED BY MASONIC HOME AND SCHOOL OF TEXAS FOR ALL COMPENSATION PAID. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE PUBLIC, THE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE, AND THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC IF SPECIFICALLY REQUESTED. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 6,943,047. FORM 990, PART XI, LINE 2C: THE FULL BOARD OVERSEES THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. FORM 990, PART VII: THE AMOUNTS LISTED IN PART VII ARE PAID ON BEHALF OF THE ORGANIZATION BY INSPERITY. INSPERITY IS THEN REIMBURSED BY THE ORGANIZATION. THESE AMOUNTS ARE LISTED ON PART IX, LINE 11G. SCHEDULE A, PART II, SECTION A, LINE 5: IN PRIOR YEARS, INCOME FROM CERTAIN JOINT INTEREST INVESTMENTS WAS ERRONEOUSLY CLASSIFIED AS CONTRIBUTION REVENUE. THE EFFECT OF THIS ERROR WAS THAT EXCESS CONTRIBUTIONS WERE OVERSTATED ON SCHEDULE A, PART II, SECTION A, LINE 5. THE 2007-2010 EXCESS CONTRIBUTIONS HAVE BEEN CORRECTED ON SCHEDULE A IN THIS RETURN. FORM 990, PAGE 1: IN PRIOR YEARS, THE 990 FOR MASONIC HOME AND SCHOOLS OF TEXAS REPORTED ON PAGE 1 (ITEM K) THAT THE ORGANIZATION IS A CORPORATION. FURTHERMORE, THE YEAR OF FORMATION OF THE ORGANIZATION WAS REPORTED AS 1898 (ITEM L). THOUGH THE PROGRAMS AND SERVICES OF THE HOME AND SCHOOL HAVE SERVED THE COMMUNITY SINCE 1898, AFTER FURTHER REVIEW OF THE ORGANIZATIONAL DOCUMENTS, IT WAS DISCOVERED THAT THE ORGANIZATION WAS LEGALLY FORMED AS AN UNINCORPORATED ASSOCIATION IN 1976. ACCORDINGLY, THESE ITEMS HAVE BEEN ADJUSTED ON PAGE 1 OF THE 2011 FORM 990.