Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$153,781,497
Up $15,784,690 (+11%) from 2011
Net Assets
Up$146,624,464
Up $15,493,339 (+12%) from 2011
Liabilities
Up$7,157,033
Up $291,351 (+4.2%) from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$954,205
Down $5,891 (-0.6%) from 2011
Net Income
-
No earlier filing loaded for comparison.
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.
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/AccountsPayableAccruedExpenses/EOY | 0 | 76023 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | TO MANAGE AND ADMINISTER INVESTMENTS FOR ITS AFFILIATES. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 11501 MASONIC HOME DRIVE |
| IRS990/AddressPrincipalOfficerUS/City | 0 | BLOOMINGTON |
| IRS990/AddressPrincipalOfficerUS/State | 0 | MN |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 55437 |
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| IRS990/AuditCommittee | 0 | 1 |
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| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 1 |
| IRS990/CompensationProcessOther | 0 | 0 |
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| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 0 | 222 W SUPERIOR ST STE 200 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine1 | 1 | 11501 MASONIC HOME DRIVE |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 0 | DULUTH |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City | 1 | BLOOMINGTON |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 0 | MN |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State | 1 | MN |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 0 | 55802 |
| IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode | 1 | 55437 |
| IRS990/ContractorCompensation/Compensation | 0 | 469238 |
| IRS990/ContractorCompensation/Compensation | 1 | 249996 |
| IRS990/ContractorCompensation/DescriptionOfServices | 0 | INVESTMENT SERVICES |
| IRS990/ContractorCompensation/DescriptionOfServices | 1 | MANAGEMENT SERVICES |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 0 | WELLS FARGO |
| IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine1 | 1 | MINNESOTA MASONIC ELDER SERVICES |
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| IRS990/Description | 0 | MANAGE AND ADMINISTER INVESTMENTS FOR ITS AFFILIATES WHICH ARE EXEMPT UNDER 501(C)(3) TO ACCOMPLISH THEIR EXEMPT PURPOSES. |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 1.00 |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 1.00 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 4.50 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 4.50 |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated | 7 | 35.50 |
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| IRS990/Form990PartVIISectionA/NamePerson | 0 | MARK A CAMPBELL |
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| IRS990/Form990PartVIISectionA/NamePerson | 3 | DALE R SEUBERT |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | CHARLTON DIETZ |
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| IRS990/MissionDescription | 0 | 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. |
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| IRS990ScheduleD/FootnoteInPartXIII | 0 | X |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 0 | TO SUPPORT OPERATIONS OF MINNESOTA MASONIC HOME CARE CENTER. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 1 | 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 2009 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation | 2 | RESTRICTED INVESTMENT INCOME 35,812. |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier | 2 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
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| IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference | 1 | PART X, LINE 2: |
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| IRS990ScheduleD/OtherLiabilities/Description | 0 | CHARITABLE ANNUITY LIABILITY |
| IRS990ScheduleD/OtherLiabilities/Description | 1 | CHARITABLE REMAINDER UNITRUST AND ANNUITY TRUST LIABILITY |
| IRS990ScheduleD/OtherLiabilities/Description | 2 | DUE TO AFFILIATES |
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| IRS990ScheduleD/OtherSecurities/Description | 0 | CASH AND CASH EQUIVALENTS |
| IRS990ScheduleD/OtherSecurities/Description | 1 | ALTERNATIVE INVESTMENT FUND |
| IRS990ScheduleD/OtherSecurities/Description | 2 | REAL ESTATE AND SPECIALTY ASSETS |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
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| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 2 | F |
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| IRS990ScheduleD/TotalOfAmounts | 0 | 7081010 |
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| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | COMPENSATION FOR PRESIDENT/CEO IS DETERMINED BY A RELATED ORGANIZATION WHICH USES THE FOLLOWING METHODS: 1)COMPENSATION COMMITTEE, 2)INDEPENDENT COMPENSATION CONSULTANT, 3)COMPENSATION SURVEY/STUDY, AND 4)BOARD APPROVAL. |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE EXECUTIVE COMMITTEE SHALL INCLUDE THE CHAIRMAN, THE PRESIDENT, THE VICE-CHAIRMAN, THE TREASURER, AND THE SECRETARY. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD OF DIRECTORS FROM TIME TO TIME. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | MARK A. CAMPBELL, CHAIRMAN, AND DOUGLAS J. CAMPBELL, SECRETARY/TREASURER, HAVE A FAMILY RELATIONSHIP. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES, INCLUDING EXECUTIVE MANAGEMENT, TO ITS RELATED MINNESOTA MASONIC CHARITIES ORGANIZATIONS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE SOLE MEMBER OF THIS CORPORATION, WITH VOTING RIGHTS, IS MINNESOTA MASONIC CHARITIES, A MINNESOTA NONPROFIT CORPORATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | THE BOARD OF DIRECTORS OF THE SOLE MEMBER, MINNESOTA MASONIC CHARITIES SHALL ELECT ALL DIRECTORS AT ITS ANNUAL ORGANIZATIONAL MEETING AFTER CONSIDERATION OF A SLATE OF NOMINEES APPROVED BY THE NOMINATING COMMITTEE. THE GRAND MASTER OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF MINNESOTA MAY NOMINATE ONE PERSON FOR THE CONSIDERATION OF THE BOARD OF DIRECTORS AND THE NOMINATING COMMITTEE. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | THE SOLE MEMBER, MINNESOTA MASONIC CHARITIES SHALL HAVE THE RIGHT AND POWER TO APPROVE ANY OF THE FOLLOWING, AS PROPOSED BY THE BOARD, PRIOR TO THE ACT OR ACTION TAKING EFFECT OR BEING IMPLEMENTED: (A) ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THIS CORPORATION; (B) ALL CAPITAL BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THE CORPORATION, AND ALL MAJOR CAPITAL EXPENDITURES BEFORE FUNDS ARE EXPENDED THEREFOR (FOR THESE PURPOSES A MAJOR CAPITAL EXPENDITURE SHALL BE DEFINED BY MINNESOTA MASONIC CHARITIES' BYLAWS THEN IN EFFECT); (C) ALL OPERATING BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, BEFORE AUTHORIZED EXPENDITURES MAY BE MADE THEREFROM; (D) STRATEGIC PLANS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION; (E) THE INCURRING OF ANY LONG TERM DEBT OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, OTHER THAN INTRA-SYSTEM OR REFINANCING DEBT; (F) ALL HUMAN RESOURCES AND BENEFITS POLICIES OF THIS CORPORATION; (G) ANY MAJOR RISK CONTRACTING AGREEMENTS, WHICH FOR THESE PURPOSES MEANS ANY CONTRACT WHICH DEALS WITH CAPITATION OR SIMILAR RISK BEARING CONCEPT; (H) ANY MERGER, CONSOLIDATION, OR TOTAL OR PARTIAL DISSOLUTION INVOLVING THIS CORPORATION; (I) THE NUMBER OF DIRECTORS OF THIS CORPORATION; AND (J) ANY GOVERNANCE AND ACTION OF THE TYPE SET FORTH IN SUBPARAGRAPH (A) AND SUBPARAGRAPHS (F) THROUGH (I) ABOVE AS PROPOSED BY THE BOARD OF DIRECTORS OF ANY CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES DIRECTLY CONTROLLED BY THIS CORPORATION AS A MEMBER, SHAREHOLDER OR OTHERWISE, TO THE EXTENT THAT THE GOVERNING DOCUMENTS OF SUCH CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES GIVE THIS CORPORATION OR THE BOARD A RIGHT OF APPROVAL OVER SUCH GOVERNANCE ACTION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | THE 990 IS REVIEWED BY MANAGEMENT AND IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FILED. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | THE COMPENSATION OF THE PRESIDENT/CEO IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE, COMPRISED ENTIRELY OF INDEPENDENT INDIVIDUALS, OF THE BOARD OF DIRECTORS OF MINNESOTA MASONIC CHARITIES. A MARKET ANALYSIS IS COMPLETED BY AN INDEPENDENT CONSULTANT, ALONG WITH A PERFORMANCE REVIEW. ANY ADJUSTMENTS IN COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS OF MINNESOTA MASONIC CHARITIES. WE HAVE ANSWERED YES TO LINE 15A BECAUSE OUR BOARD OF DIRECTORS AND COMPENSATION COMMITTEE ARE IDENTICAL TO THOSE OF MINNESOTA MASONIC CHARITIES. 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 10 | UNREALIZED GAIN ON ESTIMATED VALUE OF TRUSTS 86,666. TRANSFERS FROM AFFILIATES 24,594. TRANSFERS TO AFFILIATES -2,500,132. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
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| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 9 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 10 | FORM 990, PART XI, LINE 9: |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.