Civic Intelligence

Indiana Masonic Home Foundation Inc

EIN 35-1091997 • 501(c)3 • Indianapolis, IN

Profile

To support the indiana masonic home by holding in trust undesignated endowment funds given for the benefit of the home, and to manage these funds to achieve maximum returns consistent with prudent investment practices.

525 N Illinois St PO Box 44210Indianapolis, IN 46244-0210

www.imhf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.09x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$155,187

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

29th percentile

0.7%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$92,973,328

Up $677,556 (+0.7%) from 2023

Liabilities

Down

$642,613

Down $74,147 (-10%) from 2023

Net Assets

Up

$92,330,715

Up $751,703 (+0.8%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin85th percentile

Revenue

Up

$7,377,681

Up $1,868,895 (+34%) from 2023

Expenses

Down

$4,623,759

Down $65,823 (-1.4%) from 2023

Net Income

Up

$2,753,922

Up $1,934,718 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $104,092,856Liabilities 2011: $2,118,163Net Assets 2011: $101,974,6932011Assets 2012: $99,206,872Liabilities 2012: $1,256,086Net Assets 2012: $97,950,7862012Assets 2013: $104,541,800Liabilities 2013: $1,199,084Net Assets 2013: $103,342,7162013Assets 2014: $111,075,950Liabilities 2014: $12,920,678Net Assets 2014: $98,155,2722014Assets 2015: $107,492,004Liabilities 2015: $7,235,593Net Assets 2015: $100,256,4112015Assets 2016: $95,636,896Liabilities 2016: $6,535,618Net Assets 2016: $89,101,2782016Assets 2017: $94,758,755Liabilities 2017: $749,993Net Assets 2017: $94,008,7622017Assets 2018: $100,324,079Liabilities 2018: $12,713,275Net Assets 2018: $87,610,8042018Assets 2019: $86,798,694Liabilities 2019: $757,533Net Assets 2019: $86,041,1612019Assets 2020: $98,366,921Liabilities 2020: $691,144Net Assets 2020: $97,675,7772020Assets 2021: $99,812,829Liabilities 2021: $660,967Net Assets 2021: $99,151,8622021Assets 2022: $81,878,945Liabilities 2022: $771,161Net Assets 2022: $81,107,7842022Assets 2023: $92,295,772Liabilities 2023: $716,760Net Assets 2023: $91,579,0122023Assets 2024: $92,973,328Liabilities 2024: $642,613Net Assets 2024: $92,330,7152024

Highlighted filing

2024

Assets$92,973,328
Liabilities$642,613
Net Assets$92,330,715
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MExpenses 2011: $7,031,7062011Expenses 2012: $7,885,8802012Expenses 2013: $4,871,0672013Revenue 2014: $12,590,025Expenses 2014: $17,513,366Net Income 2014: -$4,923,3412014Revenue 2015: $8,135,872Expenses 2015: $5,295,932Net Income 2015: $2,839,9402015Revenue 2016: $4,054,659Expenses 2016: $9,155,206Net Income 2016: -$5,100,5472016Revenue 2017: $6,995,601Expenses 2017: $4,897,574Net Income 2017: $2,098,0272017Revenue 2018: $12,036,690Expenses 2018: $16,934,424Net Income 2018: -$4,897,7342018Revenue 2019: $6,130,094Expenses 2019: $4,906,590Net Income 2019: $1,223,5042019Revenue 2020: $4,815,971Expenses 2020: $4,669,187Net Income 2020: $146,7842020Revenue 2021: $12,316,628Expenses 2021: $11,854,416Net Income 2021: $462,2122021Revenue 2022: $2,037,091Expenses 2022: $4,705,653Net Income 2022: -$2,668,5622022Revenue 2023: $5,508,786Expenses 2023: $4,689,582Net Income 2023: $819,2042023Revenue 2024: $7,377,681Expenses 2024: $4,623,759Net Income 2024: $2,753,9222024

Highlighted filing

2024

Revenue$7,377,681
Expenses$4,623,759
Net Income$2,753,922
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$92,973,328
Liabilities
$642,613
Net assets
$92,330,715
Revenue
$7,377,681
Expenses
$4,623,759
Net income
$2,753,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.0$0.64$92.3$7.38$4.62$2.75
2023Detailed filing. Detailed filing data is available for this year.$92.3$0.72$91.6$5.51$4.69$0.82
2022Detailed filing. Detailed filing data is available for this year.$81.9$0.77$81.1$2.04$4.71$2.67
2021Detailed filing. Detailed filing data is available for this year.$99.8$0.66$99.2$12.3$11.9$0.46
2020Detailed filing. Detailed filing data is available for this year.$98.4$0.69$97.7$4.82$4.67$0.15
2019Detailed filing. Detailed filing data is available for this year.$86.8$0.76$86.0$6.13$4.91$1.22
2018Detailed filing. Detailed filing data is available for this year.$100$12.7$87.6$12.0$16.9$4.90
2017Detailed filing. Detailed filing data is available for this year.$94.8$0.75$94.0$7.00$4.90$2.10
2016Detailed filing. Detailed filing data is available for this year.$95.6$6.54$89.1$4.05$9.16$5.10
2015Detailed filing. Detailed filing data is available for this year.$107$7.24$100$8.14$5.30$2.84
2014Detailed filing. Detailed filing data is available for this year.$111$12.9$98.2$12.6$17.5$4.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$1.20$103$4.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.2$1.26$98.0$7.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$2.12$102$7.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$47,051,525
Mission and Program Overview

Mission

To support the indiana masonic home by holding in trust undesignated endowment funds given for the benefit of the home, and to manage these funds to achieve maximum returns consistent with prudent investment practices.

To support the indiana masonic home

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$88,879,459$89,407,825▲ $528,366
Cash and Non-Interest-Bearing Accounts$2,099,550$1,602,448▼ $497,102
Land, Buildings, and Equipment, Net$746,076$739,537▼ $6,539
Pledges and Grants Receivable-$626,262-
Total Assets$92,295,772$92,973,328▲ $677,556
Other Assets Total$570,687$597,256▲ $26,569
Liabilities
Other Liabilities$716,760$642,613▼ $74,147
Total Liabilities$716,760$642,613▼ $74,147
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$91,325,558$91,236,346▼ $89,212
Net Assets With Donor Restrictions$253,454$1,094,369▲ $840,915
Total Net Assets Fund Balance$91,579,012$92,330,715▲ $751,703
Total Liabilities and Net Assets / Fund Balance$92,295,772$92,973,328▲ $677,556

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$29,373$149,373$178,746
Other Land Buildings$164$48,798$48,962
Land$710,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$88,406,643-▲ $5,884,807$3,393,804$90,897,646
2023$80,230,589-▲ $11,637,002$3,460,948$88,406,643
2022$98,302,561-▼ $14,475,796$3,596,176$80,230,589
2021$96,617,894-▲ $12,285,051$10,600,384$98,302,561
2020$89,634,799-▲ $10,586,712$3,603,617$96,617,894
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric J VermeulenExecutive DirectorFT$95,456$4,794$100,250

Board Members and Trustees

NameTitle
Jeffery P ZaringPresident
Gregory N JordanVice President
Alex L RogersBoard Member
Charles F MarloweBoard Member
James L ChesneyBoard Member
Joel R HarbaughBoard Member
Richard J ElmanBoard Member
Robert D HeuchanBoard Member
Ronald L BuskirkBoard Member
Donna M ClutterSecretary
Daniel J RileyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
The Promus Wealth Management GroupTrust Management8888 KEYSTONE CROSSING SUITE 200, Indianapolis, IN 46240$229,367
Revenue and Support

Revenue Composition

Contributions and Grants
$1,009,537
Program Service Revenue
$0
Investment Income
$6,387,094
Other Revenue
$-18,950
All Other Contributions
$978,973
Change in Net Assets
$2,753,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,857,446
Revenue Not Reported on Financial Statements
$520,235
Revenue Not Reported on Form 990
$-375,100
Total Revenue per Audited Statements
$6,482,346
Total Revenue per Form 990
$7,377,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,393,804
Other Expenses$806,505
Salaries, Compensation, and Employee Benefits$423,450
Total Fundraising Expense$418,255
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,393,804--$3,393,804
Fees for Service Investment Mgmnt Fees-$520,235-$520,235
Other Salaries and Wages-$78,808$143,275$222,083
Current Officers, Directors, Trustees, and Key Employees-$50,125$50,125$100,250
Other Employee Benefits-$28,100$42,150$70,250
Other Expenses--$46,000$46,000
Fees for Services Accounting-$40,175-$40,175
Advertising--$37,427$37,427
Occupancy-$14,028$21,041$35,069
Fees for Services Other-$13,663$20,494$34,157
Travel--$27,893$27,893
Payroll Taxes-$9,434$14,151$23,585
Information Technology-$20,130-$20,130
Office Expenses-$9,274$9,274$18,548
All Other Expenses-$7,946$2,056$10,002
Insurance-$9,991-$9,991
Pension Plan Contributions-$2,913$4,369$7,282
Depreciation Depletion-$6,703-$6,703
Fees for Services Legal-$175-$175
Total Functional Expenses$3,393,804$811,700$418,255$4,623,759

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,623,759
Expenses per Audited Statements$4,103,524
Total Expenses per Audited Statements$4,103,524
Expenses Not Reported on Financial Statements$520,235
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Indiana Masonic HomeFranklin, IN501(c)(3)Ongoing Operational Support.$3,393,804
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,920
Fundraising Gross Income$11,520
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$42,084$11,520$38,920$-27,400
Total Events$42,084$11,520$38,920$-27,400
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liability$514,371
Operating Lease Liability$74,958
Trust Liability$50,572
Affinity Fund$2,712
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of the form 990 will be provided via email to the board of directors and questions and comments will be requested. The audit committee of the board will review and approve the return. The board president will be responsible for final review and signing of the tax return.”

Form 990, Part VI, Section B, Line 12C

“The board members are required to sign a statement annually that discloses any conflicts.”

Form 990, Part VI, Section B, Line 15

“Since there is only one top management employee (key employee, ceo, executive director, etc.), his compensation is determined by a review of the foundation board's executive committee (president, vice-president, secretary and treasurer).”

Form 990, Part VI, Section C, Line 19

“Copies of the governing documents, policies and financials will be made available to anyone making a request to the foundation office.”

Filing and Contact Details

Filer

Filer Name
Indiana Masonic Home Foundation Inc
EIN
35-1091997
Phone
3176379582
Address
525 N ILLINOIS ST PO BOX 44210, INDIANAPOLIS, IN 46244-0210

Signing Officer

Name
Jeffrey P Zaring
Title
President
Phone
3176379582
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey P Zaring
Formed
1935
Legal Domicile
In
Voting Board Members
11
Independent Board Members
10
Employees
5
Volunteers
10

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements -40,939. Change in value of perpetual trust 14,926.”

FORM 990, PART XII, LINE 2C:

“There has been no change in the audit review process since the prior year.”

Part XI Line 8

“Prior period adjustment is related to prior understatement of promise to give of $718,898 and overstatement of unrealized investments of $2,346,015.”

Financial Statement Notes

PART V, LINE 4:

“The intended use of the endowment funds is for the benefit of the indiana masonic home (the home) at franklin, indiana. Part v: the prior year amounts include a restatement of the contribution income.”

PART X, LINE 2:

“Imh foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc), though it is subject to tax on income unrelated to its exempt purpose, unless otherwise excluded by the irc. St. Clair is a single-member limited liability company whose income or loss is reported by imh foundation. In addition, imh foundation has been determined by the internal revenue service not to be a private foundation within the meaning of section 509(a) of the irc. There was no unrelated business income for 2024 and 2023. Imh foundation files u.s. Federal and state of indiana information tax returns. Imh foundation is no longer subject to u.s. Federal and state income tax examinations by tax authorities for fiscal years before 2021. Management believes that the foundation's income tax filing positions will be sustained on audit and does not anticipate any adjustments that will result in material change.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements -40,939. Change in value of perpetual trust 14,926.”

Raw XML AppendixShowing 400 of 701 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD J ELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY N JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFERY P ZARING
IRS990/Form990PartVIISectionAGrp/PersonNm3DONNA M CLUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL J RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ALEX L ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT D HEUCHAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES F MARLOWE
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES L CHESNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9JOEL R HARBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm10RONALD L BUSKIRK
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIC J VERMEULEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1195456
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0113713
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01935
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030564
IRS990/FundraisingDirectExpensesAmt038920
IRS990/FundraisingGrossIncomeAmt011520
IRS990/GainOrLossGrp/SecuritiesAmt03903105
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt03393804
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03393804
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03393804
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043538029
IRS990/GrossReceiptsAmt047051525
IRS990/GrossRentsGrp/RealAmt08450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020130
IRS990/InformationTechnologyGrp/TotalAmt020130
IRS990/InsuranceGrp/ManagementAndGeneralAmt09991
IRS990/InsuranceGrp/TotalAmt09991
IRS990/InvestmentIncomeGrp/ExclusionAmt02483989
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02483989
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt088879459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt089407825
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0198171
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0746076
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0739537
IRS990/LandBldgEquipCostOrOtherBssAmt0937708
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt039634924
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt091579012
IRS990/NetAssetsOrFundBalancesEOYAmt092330715
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03903105
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03903105
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-27400
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-27400
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt08450
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-349087
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt091325558
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt091236346
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt021041
IRS990/OccupancyGrp/ManagementAndGeneralAmt014028
IRS990/OccupancyGrp/TotalAmt035069
IRS990/OfficeExpensesGrp/FundraisingAmt09274
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09274
IRS990/OfficeExpensesGrp/TotalAmt018548
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0570687
IRS990/OtherAssetsTotalGrp/EOYAmt0597256
IRS990/OtherChangesInNetAssetsAmt0-26013
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt042150
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028100
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070250
IRS990/OtherExpensesGrp/Desc0PRINTING NEWSLETTER
IRS990/OtherExpensesGrp/FundraisingAmt046000
IRS990/OtherExpensesGrp/TotalAmt046000
IRS990/OtherLiabilitiesGrp/BOYAmt0716760
IRS990/OtherLiabilitiesGrp/EOYAmt0642613
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0143275
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078808
IRS990/OtherSalariesAndWagesGrp/TotalAmt0222083
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014151
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09434
IRS990/PayrollTaxesGrp/TotalAmt023585
IRS990/PensionPlanContributionsGrp/FundraisingAmt04369
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02913
IRS990/PensionPlanContributionsGrp/TotalAmt07282
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0626262
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEFFREY P ZARING
IRS990/PriorPeriodAdjustmentsAmt0-1627119
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SPECIAL EVENT AMOUNT RAISED FOR SHRINERS HOSPITAL FOR CHILDREN
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0659190
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03460948
IRS990/PYInvestmentIncomeAmt04856121
IRS990/PYOtherExpensesAmt0787584
IRS990/PYOtherRevenueAmt0-6525
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0819204
IRS990/PYSalariesCompEmpBnftPaidAmt0441050
IRS990/PYTotalExpensesAmt04689582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05508786
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02753922
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08450
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt02637477
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt02349574
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0145038
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0128425
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt02492439
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt02221149
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0520235
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0478357
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt02117242
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt01871217
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt01871217
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt02992662
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt02992662
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt01590534
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt02992662
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt02992662
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02992662
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt03393804
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt03393804
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt021027114
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt03460948
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt03596176
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt010600384
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt03603617
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt02758651
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt024420918
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt03393804
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt03460948
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt03596176
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt010600384
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt03369606
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt024019776
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt03393804
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt02992662
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt03393804
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt03393804
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EIGHTY-FIVE PERCENT OF THE DISTRIBUTABLE AMOUNT IS DISTRIBUTED TO INDIANA MASONIC HOME, A SUPPORTED ORGANIZATION THAT MEETS THE "ATTENTIVENESS AND "RESPONSIVENESS" TESTS. THE "ATTENTIVENESS" TEST IS MET BECAUSE INDIANA MASONIC HOME FOUNDATION PROVIDED AT LEAST 10% OF THE TOTAL SUPPORT OF INDIANA MASONIC HOME. TEN PERCENT OF THE TOTAL SUPPORT FOR INDIANA MASONIC HOME FOR FISCAL YEAR END DECEMBER 31, 2024 IS $408,889. INDIANA MASONIC HOME FOUNDATION'S DISTRIBUTION OF $3,393,804 EXCEEDS THIS AMOUNT. THE "RESPONSIVENESS" TEST IS MET BECAUSE TWO OFFICERS OF THE GOVERNING BOARD OF INDIANA MASONIC HOME GOVERNING BOARD SERVE ON THE BOARD OF INDIANA MASONIC HOME FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt074838944
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt086806741
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt02357083
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt07995939

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