2011-09-28T10:44:36-05:00 2010-12-31 LARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2010-01-01 411756132 MINNESOTA MASONIC ELDER SERVICES MINN 9529487000 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 SUE MORK 9529487000 2011-08-31 1 6123764500 2010 2016-03-07 17:11:31Z ERIC J NEETENBEEK 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 2575008 0 X N/A X 1992 MN TO PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATES. 8 8 35 8 0 0 0 0 2150001 2575008 134 0 365 0 2150500 2575008 0 0 0 0 1762662 1855191 0 0 0 891378 967981 2654040 2823172 -503540 -248164 2254478 1020876 4041481 3056043 -1787003 -2035167 X MINNESOTA MASONIC CHARITIES AND AFFILIATES PURPOSES ARE TO HELP, AID AND ASSIST THE MASONIC FAMILY AND OTHERS, GUIDED BY THE MASONIC PRINCIPLES OF BROTHERLY LOVE, RELIEF AND TRUTH, BY (A) PROVIDING FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF OLDER PERSONS AND THEIR FAMILIES; AND PROFESSIONALS WHO SERVE OLDER PERSONS; (B) PROMOTING RESEARCH AND OTHER ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER; (C) ASSISTING STUDENTS IN OBTAINING HIGHER EDUCATION; (D) THE COLLECTION, PRESERVATION AND DISSEMINATION OF HISTORICAL KNOWLEDGE ABOUT MASONRY IN MINNESOTA; AND (E) TO ENGAGE IN, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUST, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES. 0 0 2798946 2575008 MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES TO ALL OF THE MINNESOTA MASONIC CHARITIES EXEMPT ORGANIZATIONS. THE ORGANIZATIONS PROVIDE HEALTH CARE AND OTHER SERVICES TO THE ELDERLY. 2798946 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 1 0 0 0 0 1 3 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SUE MORK CFO 9529486205 11501 MASONIC HOME DR BLOOMINGTON MN 55437 DAVID S WETHING 1.00 X X 0 0 0 ROBERT L FENDLER 1.00 X X 0 0 0 WILLIAM R CALLISTER 1.00 X X 0 0 0 JOYCE MCCURDY 1.00 X X 0 0 0 DOUGLAS J CAMPBELL 1.00 X 0 0 0 JAMES SHIRLEY 1.00 X 0 0 0 STEVEN R JOHNSON 1.00 X 0 0 0 JOHN B STUDELL 1.00 X 0 0 0 ERIC J NEETENBEEK 40.00 X 273067 0 25858 SUE MORK 40.00 X 139692 0 16427 412759 0 42285 2 0 1 0 CERIDIAN PO BOX 10989 NEWARK NJ 71930 PAYROLL SERVICES 108639 1 MANAGEMENT FEES 541610 2575008 2575008 2575008 2575008 2575008 0 0 455044 455044 1170981 1170981 22068 22068 94792 94792 112306 112306 12276 12276 11950 11950 402658 402658 110312 110312 78528 78528 222203 222203 4256 4256 1598 1598 93237 93237 MISC. EXPENSES 30121 30121 DIETARY 702 702 DUES AND SUBSCRIPTIONS 140 140 2823172 2798946 24226 0 7806 41940 47002 1860274 1633459 290700 226815 1914032 747059 2254478 1020876 715321 894824 3326160 2161219 4041481 3056043 X -1787003 -2035167 -1787003 -2035167 2254478 1020876 -248164 0 X 0 1 1 X 0 X X 0 0 0 MINNESOTA MASONIC HOME CARE CENTER 410693872 9 0 1 1 850000 MINNESOTA MASONIC CHARITIES 411495325 7 1 1 1 125000 MINNESOTA MASONIC HOME CLUSTER HOMES 411694835 9 0 1 1 200000 MINNESOTA MASONIC CHARITIES FUNDS 411495321 11 1 1 1 200000 MINNESOTA MASONIC HOME NORTH RIDGE 411921948 9 0 1 1 1025000 MINNESOTA MASONIC HOME SENIOR OUTREACH SERVICES 411486229 9 0 1 1 125000 MINNESOTA MASONIC CANCER CENTER FUND INC 410849479 7 0 1 1 50000 7 2575000 89137 56217 32920 1771137 1577242 193895 226815 RETIREMENT PLAN ASSETS 667295 DUE FROM AFFILIATE 79764 747059 DUE TO AFFILIATE 2161219 2161219 2575008 2823172 -248164 -248164 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE TAX RETURNS FOR THE YEARS 2007 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ERIC J NEETENBEEK 206305 0 37270 0 29492 0 12007 0 13850 0 298924 0 0 0 SUE MORK 105940 0 11970 0 21782 0 7391 0 9035 0 156118 0 0 0 PART I, LINE 1A THE ORGANIZATION PAYS SOCIAL CLUB DUES OF $990 FOR ERIC J. NEETENBEEK. THE AMOUNT IS NOT TAXABLE TO HIM. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF, BOARD OF DIRECTORS AND PROFESSIONAL SERVICES INDEPENDENT CONTRACTORS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFIDENTIAL DISCLOSURE STATEMENT TO THE CEO OR CHAIRMAN OF THE MINNESOTA MASONIC CHARITIES BOARD OF DIRECTORS BY MAY 1, OF EACH YEAR. IF ANY DISCLOSURE STATEMENT INDICATES THE POTENTIAL FOR A CONFLICT OF INTEREST, THE CEO AND IF NECESSARY, THE CHAIRMAN OF THE BOARD WILL MEET WITH THE AFFECTED INDIVIDUAL TO RESOLVE HOW THE INDIVIDUAL MAY PARTICIPATE IN GOVERNANCE OR MANAGEMENT ACTIVITIES ASSOCIATED WITH THE POTENTIAL CONFLICT OF INTEREST. EACH STAFF PERSON WILL VOLUNTARILY ABSTAIN FROM PARTICIPATION IN ANY MINNESOTA MASONIC CHARITIES ACTIVITY IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED ANNUALLY. A MARKET ANALYSIS IS COMPLETED BY AN INDEPENDENT CONSULTANT, ALONG WITH A PERFORMANCE REVIEW. THESE ARE REVIEWED WITH THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. ANY ADJUSTMENTS IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENT/CEO ANNUALLY REVIEWS THE COMPENSATION OF THE MANAGEMENT STAFF. ANY ADJUSTMENTS IN COMPENSATION ARE WITHIN THE PARAMETERS SET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. MINNESOTA MASONIC CHARITIES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411495325 FUNDRAISING MN 501(C)(3) LINE 7 N/A 0 MINNESOTA MASONIC HOME CARE CENTER 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410693872 NURSING HOME MN 501(C)(3) LINE 9 MNSOS MNHCC MNHCH MMHNR 1 MINNESOTA MASONIC CHARITIES FUNDS 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411495321 INVESTMENTS MN 501(C)(3) LINE 11A, I N/A 0 MINNESOTA MASONIC HOME NORTH RIDGE 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411921948 NURSING HOME MN 501(C)(3) LINE 9 MNSOS MNHCC MNHCH MMHNR 1 MINNESOTA MASONIC HOME SENIOR OUTREACH SERVICES 5430 BOONE AVE N NEW HOPE MN 55428 411486229 ADULT DAY CARE MN 501(C)(3) LINE 9 MNSOS MNHCC MNHCH MMHNR 1 MINNESOTA MASONIC HOME CLUSTER HOMES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411694835 SENIOR SERVICES MN 501(C)(3) LINE 9 MNSOS MNHCC MNHCH MMHNR 1 MINNESOTA MASONIC CANCER CENTER FUND INC 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410849479 FUNDRAISING MN 501(C)(3) LINE 7 N/A 0 MINNESOTA MASONIC HISTORICAL SOCIETY AND MUSEUM 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411788642 EDUCATION ME 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0