Civic Intelligence

Michigan Masonic Charitable Foundation

990 • Fiscal year 2016 • EIN 38-3266089

Apr 01, 2015 to Mar 31, 2016 • Filed on Oct 25, 2016

Organization ProfileWWW.MICHIGANMASONSFOUNDATION.ORG
1200 Wright AvenueAlma, MI 48801

(989) 463-3141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.01x

Higher debt load relative to assets than 5% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.15x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

5th percentile

-45%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

4th percentile

$123,739

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

9th percentile

-8.0%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-49%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$121,461,025

Down $10,626,224 (-8.0%) from 2015

Net Assets

Down

$120,827,065

Down $10,185,087 (-7.8%) from 2015

Liabilities

Down

$633,960

Down $441,137 (-41%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Down

$4,104,056

Down $3,984,106 (-49%) from 2015

Expenses

Down

$5,959,257

Down $519,894 (-8.0%) from 2015

Net Income

Down

-$1,855,201

Down $3,464,212 (-215%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $113,088,247Liabilities 2011: $830,036Net Assets 2011: $112,258,2112011Assets 2012: $112,610,859Liabilities 2012: $682,610Net Assets 2012: $111,928,2492012Assets 2013: $119,493,380Liabilities 2013: $917,012Net Assets 2013: $118,576,3682013Assets 2014: $130,996,649Liabilities 2014: $1,413,430Net Assets 2014: $129,583,2192014Assets 2015: $132,087,249Liabilities 2015: $1,075,097Net Assets 2015: $131,012,1522015Assets 2016: $121,461,025Liabilities 2016: $633,960Net Assets 2016: $120,827,0652016Assets 2017: $126,197,424Liabilities 2017: $923,687Net Assets 2017: $125,273,7372017Assets 2018: $130,910,652Liabilities 2018: $695,586Net Assets 2018: $130,215,0662018Assets 2019: $126,626,194Liabilities 2019: $630,382Net Assets 2019: $125,995,8122019Assets 2020: $113,247,016Liabilities 2020: $597,150Net Assets 2020: $112,649,8662020Assets 2021: $132,707,955Liabilities 2021: $696,247Net Assets 2021: $132,011,7082021Assets 2022: $137,066,665Liabilities 2022: $226,366Net Assets 2022: $136,840,2992022Assets 2023: $121,819,574Liabilities 2023: $349,277Net Assets 2023: $121,470,2972023Assets 2024: $145,098,250Liabilities 2024: $763,454Net Assets 2024: $144,334,7962024Assets 2025: $137,133,465Liabilities 2025: $1,064,147Net Assets 2025: $136,069,3182025

Highlighted filing

2016

Assets$121,461,025
Liabilities$633,960
Net Assets$120,827,065
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2011: $6,400,5372011Expenses 2012: $5,889,7392012Revenue 2013: $6,990,354Expenses 2013: $5,532,338Net Income 2013: $1,458,0162013Revenue 2014: $4,847,115Expenses 2014: $6,213,916Net Income 2014: -$1,366,8012014Revenue 2015: $8,088,162Expenses 2015: $6,479,151Net Income 2015: $1,609,0112015Revenue 2016: $4,104,056Expenses 2016: $5,959,257Net Income 2016: -$1,855,2012016Revenue 2017: $8,061,240Expenses 2017: $8,375,047Net Income 2017: -$313,8072017Revenue 2018: $8,915,613Expenses 2018: $8,799,212Net Income 2018: $116,4012018Revenue 2019: $8,909,054Expenses 2019: $8,863,648Net Income 2019: $45,4062019Revenue 2020: $8,790,576Expenses 2020: $8,046,007Net Income 2020: $744,5692020Revenue 2021: $7,401,821Expenses 2021: $7,567,268Net Income 2021: -$165,4472021Revenue 2022: $8,370,394Expenses 2022: $9,390,605Net Income 2022: -$1,020,2112022Revenue 2023: $12,183,044Expenses 2023: $12,139,965Net Income 2023: $43,0792023Revenue 2024: $4,071,711Expenses 2024: $11,641,192Net Income 2024: -$7,569,4812024Revenue 2025: $3,318,615Expenses 2025: $21,897,800Net Income 2025: -$18,579,1852025

Highlighted filing

2016

Revenue$4,104,056
Expenses$5,959,257
Net Income-$1,855,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$85,027,135
Mission and Program Overview

Mission

To invest in programs and services to make life better for michigan masons, their families, and their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$127,653,546$119,324,249▼ $8,329,297
Pledges and Grants Receivable$4,206,823$2,023,460▼ $2,183,363
Cash and Non-Interest-Bearing Accounts$162,764$57,763▼ $105,001
Land, Buildings, and Equipment, Net$43,472$38,219▼ $5,253
Investments Other Securities$9,287$9,287→ $0
Prepaid Expenses and Deferred Charges$9,030$7,670▼ $1,360
Total Assets$132,087,249$121,461,025▼ $10,626,224
Other Assets Total$2,327$377▼ $1,950
Liabilities
Other Liabilities$1,037,399$619,868▼ $417,531
Accounts Payable and Accrued Expenses$37,698$14,092▼ $23,606
Total Liabilities$1,075,097$633,960▼ $441,137
Net Assets / Fund Balance
Unrestricted Net Assets$125,603,860$116,213,385▼ $9,390,475
Permanently Rstr Net Assets$4,336,406$4,081,662▼ $254,744
Temporarily Rstr Net Assets$1,071,886$532,018▼ $539,868
Total Net Assets Fund Balance$131,012,152$120,827,065▼ $10,185,087
Total Liabilities and Net Assets / Fund Balance$132,087,249$121,461,025▼ $10,626,224

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,219$366,846$405,065
Compensation and Service Providers
Top Officer Pay4th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Walter WheelerExec DirectorFT$107,815$15,924$123,739

Board Members and Trustees

NameTitle
Omar FloresPresident
Wesley Berry JrVice President
David HillTrustee
Dennis CopleyTrustee
Dennis GrosseTrustee
Frederick KaiserTrustee
Joshua WoodwykTrustee
Mark ManningTrustee
W Don BaugherTrustee
William FinkelTrustee
Robert ConleySecretary
Michael JungelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$570,665
Program Service Revenue
$3,968
Investment Income
$3,446,112
Other Revenue
$83,311
All Other Contributions
$460,943
Change in Net Assets
$-1,855,201

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,104,056
Revenue Not Reported on Form 990
$-8,329,884
Total Revenue per Audited Statements
$-4,225,828
Total Revenue per Form 990
$4,104,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,538,901
Other Expenses$807,386
Salaries, Compensation, and Employee Benefits$612,970
Total Fundraising Expense$389,913
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,538,901--$4,538,901
Other Salaries and Wages$135,058$169,047$94,800$398,905
Fees for Services Other$35,083$33,212$98,469$166,764
Advertising$1,523$113,411$11,154$126,088
Current Officers, Directors, Trustees, and Key Employees$10,457$78,424$15,685$104,566
Travel$2,545$4,840$89,538$96,923
Office Expenses$3,254$85,486-$88,740
Occupancy$84,000--$84,000
All Other Expenses--$56,238$56,238
Other Employee Benefits$13,455$22,883$10,216$46,554
Payroll Taxes$12,872$21,891$9,773$44,536
Information Technology-$36,430-$36,430
Other Expenses$31,282$1,573-$31,282
Pension Plan Contributions$5,321$9,048$4,040$18,409
Insurance-$18,000-$18,000
Conferences and Meetings-$17,942-$17,942
Depreciation Depletion-$5,253-$5,253
Fees for Services Legal-$4,557-$4,557
Total Functional Expenses$4,947,348$621,997$389,913$5,959,257

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,959,257
Total Expenses per Audited Statements$5,959,257
Total Expenses per Form 990$5,959,257
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation of Greater Flint-501c3Unrestricted$100,000
Mi DemolayWest Olive, MI501c3Unrestricted$33,380
Grand Guardian Council of MiFlint, MI501c3Unrestricted$31,123
INTER'L ORDER OF THE RAINBOW MI GRAND ASSEMBLY-501c3Unrestricted$27,260
Masonic Fdn for ChildrenArlington, VA501c3Unrestricted$10,000
Masonic Service AssociationSilver Springs, MD501c3Hospital Visitation$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$353,454
Affiliated Payable$234,581
Federal income taxes$31,833
Annuities Payable-
Deferred Revenue-
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The return is distributed to the trustees for their review prior to the filing of the return.”

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

“Board members are required to sign annual conflict of interest statements that are kept on file.”

Form 990, Part VI, Section B, Line 15B

“Salary market analysis is completed annually to review the compensation levels of all staff.”

Filing and Contact Details

Filer

Filer Name
Michigan Masonic Charitable Foundation
EIN
38-3266089
Phone
9894633141
Address
1200 WRIGHT AVENUE, ALMA, MI 48801

Signing Officer

Name
Robert P Conley
Title
Grand Secretary
Signed
2016-10-25
Discuss with paid preparer
No

Organization Details

Formed
1996
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
9
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 45,885, Grants and allocations 0, Revenue 0 MICHIGAN CHILD ID PROGRAM PROVIDES PARENTS GUARDIANS WITH A CHILD ID KIT THAT CONTAINS ALL THE VITAL INFORMATION NECESSARY TO EXPEDITE LAW ENFORCEMENT EFFORTS TO LOCATE A MISSING CHILD. THE PROGRAM ALSO HELPS TO EDUCATE FAMILIES ABOUT ABDUCTION PREVENTION AND SAFETY. TOTAL EVENTS HELD FOR FY16 WAS 128 WITH 6,264 CHILDREN IDENTIFIED.”

Form 990, Part III, Line 4D

“Program Service Expenses 27,712, Grants and allocations 0, Revenue 0 STUDENT ASSISTANCE TRAINING PROGRAM TO TEACH EDUCATORS AND SCHOOL COUNCELORS HOW TO IDENTIFY STUDENTS WHO ARE AT RISK OF DRUG AND SUBSTANCE ABUSE. 5 PROGRAMS WERE CONDUCTED DURING FY16 WITH 573 PARTICIPANTS.”

Form 990, Part III, Line 4D

“Program Service Expenses 100,321, Grants and allocations 0, Revenue 0 MATCHING COMMUNITY CHARITY PROGRAM INITIATED THRU LOCAL MASONIC LODGES WITH MATCHING FUNDS OF UP TO 1,500 PER REQUEST. TOTAL GRANTS AWARDED IN FY15 WAS 253.”

Form 990, Part III, Line 4D

“Program Service Expenses 186,825, Grants and allocations 0, Revenue 0 OVERHEAD PROGRAM SERVICE EXPENSES FOR THE ABOVE PROGRAMS.”

Form 990, Part III, Line 4D

“Program Service Expenses 0, Grants and allocations 33,214, Revenue 0 ALMONERS FUND PROGRAM PROVIDES SHORT TERM IMMEDIATE RELIEF TO DISTRESSED MASTER MASONS, THEIR WIDOWS, AND ORPHANS. DURING FY16, 35 RECIPIENTS WERE HELPED.”

Form 990, Part III, Line 4D

“Program Service Expenses 305,343, Grants and allocations 0, Revenue 0 Outreach Program expenses”

Raw XML AppendixShowing 400 of 632 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.

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IRS990/OtherExpensesGrp/Desc2DUES, SUBSCRIPTIONS, MISC
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IRS990/PYOtherRevenueAmt019638
IRS990/PYProgramServiceRevenueAmt08472
IRS990/PYRevenuesLessExpensesAmt01609011
IRS990/PYSalariesCompEmpBnftPaidAmt0581284
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IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$121,461,025
Liabilities
$633,960
Net assets
$120,827,065
Revenue
$4,104,056
Expenses
$5,959,257
Net income
-$1,855,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$137$1.06$136$3.32$21.9$18.6
2024Detailed filing. Detailed filing data is available for this year.$145$0.76$144$4.07$11.6$7.57
2023Detailed filing. Detailed filing data is available for this year.$122$0.35$121$12.2$12.1$0.04
2022Detailed filing. Detailed filing data is available for this year.$137$0.23$137$8.37$9.39$1.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$0.70$132$7.40$7.57$0.17
2020Detailed filing. Detailed filing data is available for this year.$113$0.60$113$8.79$8.05$0.74
2019Detailed filing. Detailed filing data is available for this year.$127$0.63$126$8.91$8.86$0.05
2018Detailed filing. Detailed filing data is available for this year.$131$0.70$130$8.92$8.80$0.12
2017Detailed filing. Detailed filing data is available for this year.$126$0.92$125$8.06$8.38$0.31
2016Detailed filing. Detailed filing data is available for this year.$121$0.63$121$4.10$5.96$1.86
2015Detailed filing. Detailed filing data is available for this year.$132$1.08$131$8.09$6.48$1.61
2014Detailed filing. Detailed filing data is available for this year.$131$1.41$130$4.85$6.21$1.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$0.92$119$6.99$5.53$1.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$0.68$112$5.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$0.83$112$6.40