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 411495325 MINNESOTA MASONIC CHARITIES MINN 9529487000 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 SUE MORK 9529487000 2011-09-01 1 6123764500 2010 2016-03-07 17:11:31Z ERIC J NEETENBEEK 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 3120884 0 X N/A X 1983 MN SUPPORT, PLANNING, AND SUPERVISION OF AFFILIATED 501 (C)(3) EXEMPT ORGANIZATIONS 13 13 0 13 0 0 1802562 3109209 0 0 0 0 -33101 -10244 1769461 3098965 4535525 2649523 0 0 666723 538729 92004 92004 98396 337764 435705 5632016 3715961 -3862555 -616996 907826 3512498 46515968 49737636 -45608142 -46225138 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 2649523 2649523 SUPPORT, PLANNING, AND SUPERVISION OF AFFILIATED ORGANIZATIONS EXEMPT UNDER SECTION IRC 501(C)(3). 2649523 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X SUE MORK CFO 9529486205 11501 MASONIC HOME DR BLOOMINGTON MN 55437 RITA SGLAZEBROOK 1.00 X X 0 0 0 DAVID S WETHING 1.00 X X 0 0 0 BRUCE JOHNSON 1.00 X X 0 0 0 DALE SEUBERT 1.00 X X 0 0 0 MARK A CAMPBELL 1.00 X 0 0 0 ELLEN CAUFMAN 1.00 X 0 0 0 JOHN L COOK JR 1.00 X 0 0 0 DONNA HANLEY 1.00 X 0 0 0 THOMAS E HENDRICKSON 1.00 X 0 0 0 GREGORY LANE 1.00 X 0 0 0 ANDREW RICE 1.00 X 0 0 0 RAYMOND G CHRISTENSEN 1.00 X 0 0 0 ROGER J TAYLOR 1.00 X 0 0 0 ERIC J NEETENBEEK 40.00 X 0 273067 25858 SUE MORK 40.00 X 0 139692 16427 0 412759 42285 0 0 1 0 JOHNSON KILLEN & SEILER PA 800 WELLS FARGO CENTER DULUTH MN 55802 LEGAL SERVICES 119038 CORNERSTONE PHILANTHROPY ADVISORS 425 MAHTOMEDI AVENUE ST PAUL MN 55115 PROFESSIONAL FUNDRAISING 117000 2 26195 2853090 229924 3109209 10250 26195 21919 -11669 -11669 MISCELLANEOUS INCOME 900099 1425 1425 1425 3098965 0 0 -10244 2384210 2384210 265313 265313 476208 476208 18000 18000 12000 12000 32521 32521 125004 125004 25439 25439 37185 37185 92004 92004 110440 110440 4137 4137 36904 36884 20 34646 34646 18992 13270 5722 28300 28032 268 EVENT EXPENSES 10987 10987 DUES & SUBSCRIPTIONS 3289 3289 TRAINING/EDUCATION 382 382 3715961 2649523 968042 98396 857917 697853 49909 2814645 907826 3512498 52616 79890 46463352 49657746 46515968 49737636 X -46445611 -47062607 801351 801351 36118 36118 -45608142 -46225138 907826 3512498 -616996 0 X 0 1 1 X 0 X 345148 1938918 1868927 1784839 3119459 9057291 345148 1938918 1868927 1784839 3119459 9057291 339942 8717349 2250 1875 1425 5550 9062841 0.96190 0.90260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME 0 DUE FROM AFFILIATE 2814645 2814645 DUE TO AFFILIATE 7159850 PLEDGES PAYABLE 42497896 49657746 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 X X X X 1 CORNERSTONE PHILANTHROPY ADVISORS 425 MAHTOMEDI AVENUE ST PAUL MN 55115 FUNDRAISING 0 266370 92004 174366 266370 92004 174366 MN MMC GALA 36445 26195 10250 14509 1645 5765 36445 26195 10250 14509 1645 5765 21919 -11669 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE WHOLE AMOUNT OF $92,000 WAS PAID TO CORNERSTONE PHILANTHROPY ADVISORS BY MINNESOTA MASONIC CHARITIES AND A PORTION WAS ALLOCATED TO MASONIC CANCER CENTER FUND, INC. AND REIMBURSED BY MASONIC CANCER CENTER FUND, INC. TO MINNESOTA MASONIC CHARITIES. 1 SCOTTISH RITE FOUNDATION OF DULUTH 28 WEST 2ND ST DULUTH MN 55802 411420162 501(C)(3) 37500 CHILDHOOD LANGUAGE PROGRAM SCOTTISH RITE CHILDHOOD LANGUAGE DISORDER CLINIC OF MN 11090 183RD CIRCLE NW ELK RIVER MN 55330 200282125 501(C)(3) 50000 RITECARE LANGUAGE CLINIC GRAND CHAPTER ORDER OF THE EASTERN STAR MINNESOTA 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410460471 501(C)(10) 21800 SCHOLORSHIPS MEDICAL ONCOLOGY 420 DELAWARE ST MINNEAPOLIS MN 55455 416027707 501(C)(3) 2147900 CANCER RESEARCH AND TREATMENT CATARACT LODGE #2 5149 BLOOMINGTON AVENUE SOUTH BLOOMINGTON MN 55417 410123134 501(C)(10) 7500 SCHOLORSHIPS EVELETH-GILBERT HIGH SCHOOL BAND 801 JONES STREET EVELETH MN 55734 411482231 501(C)(3) 7180 BAND FUNDRAISER ROCHESTER AREA HABITAT FOR HUMANITY 1530 GREENVIEW DRIVE SW ROCHESTER MN 55902 911914868 501(C)(3) 5000 HABITAT FOR HUMANITY JOBS DAUGHTERS INTERNATIONAL 13137 THOMAS CIRCLE BURNESVILLE MN 55337 470832950 501(C)(3) 8900 SCHOLORSHIP SHERRIF'S YOUTH PROGRAM OF MN 2925 BUCKLEY WAY INVER GROVE HEIGHTS MN 55076 470876419 501(C)(3) 5000 GROUP HOME BANCROFT PTO 1315 E 38TH STREET MINNEAPOLIS MN 55407 410851980 501(C)(3) 5000 SCHOLORSHIPS THE VALLEY OF ROCHESTER SCOTTISH RITE CHILDREN'S FOUNDATION 2002 2ND STREET SW ROCHESTER MN 55902 205408116 501(C)(3) 6250 LANGUAGE CLINIC 9 2 SCHOLARSHIP 15 75000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MINNESOTA MASONIC CHARITIES (HEREINAFTER MMC) MONITORS THE GRANTS IT APPROVES IN VARIOUS WAYS DEPENDING UPON THE NATURE OF THE GRANT MADE AND THE SIZE OF THE GRANT. GRANTS MADE TO AFFILIATE CORPORATIONS ARE REVIEWED UNDER BUDGETARY GUIDELINES TO ENSURE THAT THE FUNDS ALLOCATED ARE UTILIZED FOR THE PURPOSES INTENDED. ACCORDINGLY, GRANTS MADE TO THESE CORPORATIONS ARE INCLUDED IN THE BUDGETS OF THOSE CORPORATIONS AND THE SENIOR ADMINISTRATION AND THE BOARDS OF DIRECTORS FOR EACH CORPORATION REVIEW THE EXPENDITURES IN CONJUNCTION WITH BUDGETS AND THUS ENSURE THE PROPER USE OF THE FUNDS ALLOCATED. GRANTS TO NON AFFILIATED CORPORATIONS ARE MADE PURSUANT TO A GRANT APPLICATION FORM WHEREIN THE ORGANIZATION SEEKING THE GRANT SPECIFIES THE PURPOSES TO WHICH THE FUNDS WILL BE EXPENDED AND THEN CERTIFIES THAT IT SHALL USE THE FUNDS IN THE MANNER DESCRIBED IN THE GRANT APPLICATION AND THAT IF THE FUNDS ARE NOT TO BE USED FOR THAT PURPOSE THEY WILL BE RETURNED. MMC MANAGEMENT MONITORS THE USE OF THE GRANT FUNDS THROUGH REPORTS GENERATED BY THE GRANT RECEIVING ORGANIZATION AND STATEMENTS SHOWING THE USE TO WHICH THE FUNDS HAVE BE PUT. MMC MAKES A NUMBER OF SCHOLARSHIP GRANTS EACH YEAR. THESE GRANTS ARE MADE TO THE STUDENT AND THE EDUCATIONAL ORGANIZATION JOINTLY TO ENSURE THE APPROPRIATE APPLICATION OF THE SCHOLARSHIP FUNDS. IN THE CASE OF RENEWAL SCHOLARSHIPS, THE STUDENT MUST SUBMIT EVIDENCE OF GOOD ACADEMIC STANDING AND CONTINUING ENROLLMENT AT THE INSTITUTION. SCHOLARSHIP GRANTS ARE THEN MADE TO THE STUDENT AND INSTITUTION JOINTLY. GRANTS OF $10,000 OR MORE ARE REVIEWED BY SENIOR ADMINISTRATION TO ENSURE THAT THE FUNDS HAVE BEEN EXPENDED FOR THE PURPOSE DESCRIBED IN THE GRANT. THE REVIEW CONSISTS OF RECEIVING REPORTS OF THE EXPENDITURE OF THE FUNDS, THE ACTIONS TAKEN AS A RESULT OF THE GRANT AND THE APPARENT EFFECTIVENESS OF THE GRANT. 0 0 0 0 0 0 0 0 0 ERIC J NEETENBEEK 0 206305 0 37270 0 29492 0 12007 0 13850 0 298924 0 0 SUE MORK 0 105940 0 11970 0 21782 0 7391 0 9035 0 156118 0 0 SUPPLEMENTAL INFORMATION PART III COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION AND USES THE FOLLOWING METHODS: 1)COMPENSATION COMMITTEE, 2)INDEPENDENT COMPENSATION CONSULTANT, 3)COMPENSATION SURVEY/STUDY, AND 4)BOARD APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF MINNESOTA, THE GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF MINNESOTA, THE GRAND CHAPTER OF ROYAL ARCH MASONS OF MINNESOTA, THE GRAND COUNCIL OF CRYPTIC MASONS OF MINNESOTA, THE GRAND COMMANDERY OF KNIGHTS OF TEMPLAR OF MINNESOTA, THE SOVEREIGN GRAND INSPECTOR GENERAL IN MINNESOTA OF THE SUPREME COUNCIL OF THE THIRTY THIRD DEGREE OF THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY, AND EACH MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY MANAGEMENT AND 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. 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 CARE CENTER 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410693872 NURSING HOME MN 501(C)(3) LINE 9 N/A 0 MINNESOTA MASONIC HOME SENIOR OUTREACH SERVICES 5430 BOONE AVE N NEW HOPE MN 55428 411486229 ADULT DAY CARE MN 501(C)(3) LINE 9 N/A 0 MINNESOTA MASONIC HOME CLUSTER HOMES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411694835 SENIOR HOUSING MN 501(C)(3) LINE 9 N/A 0 MINNESOTA MASONIC HOME NORTH RIDGE 5430 BOONE AVE N NEW HOPE MN 55428 411921948 NURSING HOME MN 501(C)(3) LINE 9 N/A 0 MINNESOTA MASONIC ELDER SERVICES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411756132 FUNDRAISING MN 501(C)(3) LINE 11A, I N/A 0 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 ME 44537 411788642 EDUCATION MN 501(C)(3) LINE 7 N/A 0 MINNESOTA MASONIC HOMES MANAGEMENT CONSULTING SERVICES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411963774 CONSULTING SERVICES MN N/A C 1.00000 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 MINNESOTA MASONIC CHARITIES FUNDS C 2853090 MINNESOTA MASONIC ELDER SERVICES INC L 125004