Civic Intelligence

Minnesota Masonic Charities Funds

990 • Fiscal year 2014 • EIN 41-1495321

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 12, 2015

Organization ProfileN/A
11501 Masonic Home DriveBloomington, MN 55437

(952) 948-6200

Siviq Scores

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

Liabilities / Assets

15th percentile

0.04x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

52nd percentile

0.53x

Higher debt load relative to revenue than 52% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

99th percentile

91%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$388,733

Higher top officer pay than 40% of similar nonprofits.

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

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

18th percentile

-1.1%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

14%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$169,652,971

Down $1,965,444 (-1.1%) from 2013

Net Assets

Down

$162,731,754

Down $1,810,564 (-1.1%) from 2013

Liabilities

Down

$6,921,217

Down $154,880 (-2.2%) from 2013

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin99th percentile

Revenue

Up

$12,953,260

Up $1,569,316 (+14%) from 2013

Expenses

Up

$1,108,143

Up $97,035 (+9.6%) from 2013

Net Income

Up

$11,845,117

Up $1,472,281 (+14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$200M$150M$100M$50M$0Assets 2010: $143,600,497Liabilities 2010: $6,750,035Net Assets 2010: $136,850,4622010Assets 2011: $137,996,807Liabilities 2011: $6,865,682Net Assets 2011: $131,131,1252011Assets 2012: $153,781,497Liabilities 2012: $7,157,033Net Assets 2012: $146,624,4642012Assets 2013: $171,618,415Liabilities 2013: $7,076,097Net Assets 2013: $164,542,3182013Assets 2014: $169,652,971Liabilities 2014: $6,921,217Net Assets 2014: $162,731,7542014Assets 2015: $161,329,856Liabilities 2015: $4,888,551Net Assets 2015: $156,441,3052015Assets 2016: $160,899,468Liabilities 2016: $5,126,098Net Assets 2016: $155,773,3702016Assets 2017: $174,903,250Liabilities 2017: $5,498,778Net Assets 2017: $169,404,4722017Assets 2018: $144,758,252Liabilities 2018: $5,844,661Net Assets 2018: $138,913,5912018Assets 2019: $163,485,058Liabilities 2019: $6,226,216Net Assets 2019: $157,258,8422019Assets 2020: $172,347,373Liabilities 2020: $6,883,408Net Assets 2020: $165,463,9652020Assets 2021: $189,733,075Liabilities 2021: $9,026,625Net Assets 2021: $180,706,4502021Assets 2022: $142,490,325Liabilities 2022: $9,106,897Net Assets 2022: $133,383,4282022Assets 2023: $146,977,341Liabilities 2023: $9,607,183Net Assets 2023: $137,370,1582023Assets 2024: $144,716,799Liabilities 2024: $10,147,191Net Assets 2024: $134,569,6082024

Highlighted filing

2014

Assets$169,652,971
Liabilities$6,921,217
Net Assets$162,731,754
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $3,734,0802010Expenses 2011: $960,0962011Expenses 2012: $954,2052012Revenue 2013: $11,383,944Expenses 2013: $1,011,108Net Income 2013: $10,372,8362013Revenue 2014: $12,953,260Expenses 2014: $1,108,143Net Income 2014: $11,845,1172014Revenue 2015: $3,916,917Expenses 2015: $1,074,215Net Income 2015: $2,842,7022015Revenue 2016: $5,505,733Expenses 2016: $990,656Net Income 2016: $4,515,0772016Revenue 2017: $18,560,124Expenses 2017: $1,025,831Net Income 2017: $17,534,2932017Revenue 2018: $7,584,154Expenses 2018: $1,042,035Net Income 2018: $6,542,1192018Revenue 2019: $7,885,107Expenses 2019: $1,020,971Net Income 2019: $6,864,1362019Revenue 2020: $10,999,898Expenses 2020: $982,351Net Income 2020: $10,017,5472020Revenue 2021: $15,966,548Expenses 2021: $1,107,710Net Income 2021: $14,858,8382021Revenue 2022: $15,393,788Expenses 2022: $1,020,825Net Income 2022: $14,372,9632022Revenue 2023: $10,601,402Expenses 2023: $908,466Net Income 2023: $9,692,9362023Revenue 2024: $8,675,025Expenses 2024: $929,855Net Income 2024: $7,745,1702024

Highlighted filing

2014

Revenue$12,953,260
Expenses$1,108,143
Net Income$11,845,117
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$65,463,416
Mission and Program Overview

Mission

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.

To manage and administer investments for its affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$132,655,381$133,759,712▲ $1,104,331
Investments Other Securities$36,526,304$33,513,970▼ $3,012,334
Other Notes and Loans Receivable, Net$9,180$9,180→ $0
Savings and Temporary Cash Investments$1,331$1,263▼ $68
Total Assets$171,618,415$169,652,971▼ $1,965,444
Other Assets Total$2,426,219$2,368,846▼ $57,373
Liabilities
Other Liabilities$6,995,995$6,853,256▼ $142,739
Accounts Payable and Accrued Expenses$80,102$67,961▼ $12,141
Total Liabilities$7,076,097$6,921,217▼ $154,880
Net Assets / Fund Balance
Unrestricted Net Assets$161,401,981$159,728,353▼ $1,673,628
Permanently Rstr Net Assets$2,623,282$2,595,685▼ $27,597
Temporarily Rstr Net Assets$517,055$407,716▼ $109,339
Total Net Assets Fund Balance$164,542,318$162,731,754▼ $1,810,564
Total Liabilities and Net Assets / Fund Balance$171,618,415$169,652,971▼ $1,965,444

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,002,053--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,052,917-▼ $61,094-$1,991,823
2013$1,908,562-▲ $144,355-$2,052,917
2012$1,743,889-▲ $164,673-$1,908,562
2011$1,858,599-▼ $114,710-$1,743,889
2010$1,686,580-▲ $172,019-$1,858,599
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mark a CampbellChairman
Eric J NeetenbeekPresident/CEO-charities
Rita S GlazebrookDirector & Vice Chairman
David S WethingVice Chairman & Chairman
Charlton DietzDirector
Gregory J LaneDirector
Robert L FendlerDirector
Dale R SeubertDirector & Secretary/treasurer
Sue MorkCFO-charities
Douglas J CampbellSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wells FargoInvestment Services222 W SUPERIOR ST STE 200, Duluth, MN 55802$575,078
Minnesota Masonic Elder ServicesManagement Services11501 MASONIC HOME DRIVE, Bloomington, MN 55437$350,000
Silchester International InvestorsInvestment Services780 3RD AVENUE 42ND FLOOR, New York, NY 10017$115,514
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$12,725,834
Other Revenue
$227,426
Change in Net Assets
$11,845,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,918,648
Revenue Not Reported on Financial Statements
$34,612
Revenue Not Reported on Form 990
$-9,517,813
Other Revenue Adjustments
$34,612
Total Revenue per Audited Statements
$3,400,835
Total Revenue per Form 990
$12,953,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,108,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$740,418--$740,418
Fees for Services Management-$350,000-$350,000
Fees for Services Accounting-$17,725-$17,725
Total Functional Expenses$740,418$367,725$0$1,108,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,108,143
Total Expenses per Audited Statements$1,108,143
Total Expenses per Form 990$1,108,143
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

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
Due to Affiliates$6,747,072
Charitable Annuity Liability$72,894
Charitable Remainder Unitrust and Annuity Trust Liability$33,290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee includes the chairman, the president/ceo, the vice-chairman, and the secretary/treasurer. The executive committee has the authority of the board of directors in the management of the business in the interval between board meetings, and the executive committee is at all times subject to the control and direction of the board of directors. The executive committee has such other duties as are prescribed by the board of directors from time to time.”

Form 990, Part VI, Section A, Line 2

“Mark campbell and douglas campbell have a family relationship.”

Form 990, Part VI, Section A, Line 3

“Minnesota masonic elder services provides management services, including executive management, to its related minnesota masonic charities organizations.”

Form 990, Part VI, Section A, Line 6

“The sole member of this corporation, with voting rights, is minnesota masonic charities, a minnesota nonprofit corporation.”

Form 990, Part VI, Section A, Line 7A

“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.”

Form 990, Part VI, Section A, Line 7B

“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.”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed by management and was provided to the entire board of directors for their review and approval before it was 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 15A

“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.”

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.”

Filing and Contact Details

Filer

Filer Name
Minnesota Masonic Charities Funds
EIN
41-1495321
Phone
9529486200
Address
11501 MASONIC HOME DRIVE, BLOOMINGTON, MN 55437

Signing Officer

Name
Sue Mork
Title
CFO
Phone
9529486200
Signed
2015-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric J Neetenbeek
Formed
1983
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Jeff Vrieze
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized loss on estimated value of trusts -40,057. Transfers from affiliates 1,827,258. Transfers to affiliates -5,925,069.”

Financial Statement Notes

PART V, LINE 4:

“To support operations of minnesota masonic home care center.”

PART X, LINE 2:

“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 2011 to 2014 are open to examination by federal, state and local authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Restricted investment income 34,612.”

Raw XML AppendixShowing 400 of 654 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/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8353404
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9156200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN & CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR & VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR & SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO-CHARITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO-CHARITIES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt09249584
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt061759740
IRS990/GrossReceiptsAmt065463416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03476250
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03476250
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt036526304
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt033513970
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0132655381
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0133759712
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt052510156
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MINNESOTA 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0164542318
IRS990/NetAssetsOrFundBalancesEOYAmt0162731754
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09249584
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09249584
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9517813
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02426219
IRS990/OtherAssetsTotalGrp/EOYAmt02368846
IRS990/OtherChangesInNetAssetsAmt0-4137868
IRS990/OtherLiabilitiesGrp/BOYAmt06995995
IRS990/OtherLiabilitiesGrp/EOYAmt06853256
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0227426
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0227426
IRS990/OtherRevenueTotalAmt0227426
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt09180
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09180
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02623282
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02595685
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ERIC J NEETENBEEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011064727
IRS990/PYOtherExpensesAmt01011108
IRS990/PYOtherRevenueAmt0319217
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010372836
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01011108
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011383944
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011845117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01331
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01263
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd01
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MINNESOTA MASONIC CHARITIES FUNDS SUPPORTS MINNESOTA MASONIC CHARITIES AND MINNESOTA MASONIC HOME CARE CENTER, WHICH IS OWNED AND OPERATED BY MINNESOTA MASONIC CHARITIES. MINNESOTA MASONIC HOME CARE CENTER IS UNDER THE CONTROL OF THE MANAGEMENT AND BOARD OF DIRECTORS OF MINNESOTA MASONIC CHARITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MINNESOTA 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. MINNESOTA MASONIC CHARITIES FUNDS IS CONTROLLED BY MINNESOTA MASONIC CHARITIES, BUT ALSO SUPPORTS THE FOLLOWING SUBSIDIARY OF MINNESOTA MASONIC CHARITIES, WHICH SUPPORTS THE CHARITABLE MISSION OF MINNESOTA MASONIC CHARITIES. MINNESOTA MASONIC HOME CARE CENTER (41-0693872) OWNS AND OPERATES A 214-BED NURSING HOME AND A 45-UNIT ASSISTED LIVING COMPLEX.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION B, LINE 2:
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0411495325
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1410693872
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc19
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05925000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt169
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MN MASONIC CHARITIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MM HOME CARE CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt05925069
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02052917
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01991823
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-61094
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01908562
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02052917
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0144355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01743889
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01908562
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0164673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01858599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01743889
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-114710
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01686580
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01858599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0172019
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01108143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9517813
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26747072
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE ANNUITY LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHARITABLE REMAINDER UNITRUST AND ANNUITY TRUST LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt034612
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02908415
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt118603502
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212002053
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH AND CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALTERNATIVE INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2REAL ESTATE AND SPECIALTY ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.84900
IRS990ScheduleD/RevenueNotReportedAmt0-9517813
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034612
IRS990ScheduleD/RevenueSubtotalAmt012918648
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT OPERATIONS OF MINNESOTA MASONIC HOME CARE CENTER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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 2011 TO 2014 ARE OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RESTRICTED INVESTMENT INCOME 34,612.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10200
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt033513970
IRS990ScheduleD/TotalExpensesPerForm990Amt01108143
IRS990ScheduleD/TotalLiabilityAmt06853256
IRS990ScheduleD/TotalRevenuePerForm990Amt012953260
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03400835
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01108143
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt072900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt112000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0257006
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1126320
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt019229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19459
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,652,971
Liabilities
$6,921,217
Net assets
$162,731,754
Revenue
$12,953,260
Expenses
$1,108,143
Net income
$11,845,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$145$10.1$135$8.68$0.93$7.75
2023Detailed filing. Detailed filing data is available for this year.$147$9.61$137$10.6$0.91$9.69
2022Detailed filing. Detailed filing data is available for this year.$142$9.11$133$15.4$1.02$14.4
2021Detailed filing. Detailed filing data is available for this year.$190$9.03$181$16.0$1.11$14.9
2020Detailed filing. Detailed filing data is available for this year.$172$6.88$165$11.0$0.98$10.0
2019Detailed filing. Detailed filing data is available for this year.$163$6.23$157$7.89$1.02$6.86
2018Detailed filing. Detailed filing data is available for this year.$145$5.84$139$7.58$1.04$6.54
2017Detailed filing. Detailed filing data is available for this year.$175$5.50$169$18.6$1.03$17.5
2016Detailed filing. Detailed filing data is available for this year.$161$5.13$156$5.51$0.99$4.52
2015Detailed filing. Detailed filing data is available for this year.$161$4.89$156$3.92$1.07$2.84
2014Detailed filing. Detailed filing data is available for this year.$170$6.92$163$13.0$1.11$11.8
2013Detailed filing. Detailed filing data is available for this year.$172$7.08$165$11.4$1.01$10.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$154$7.16$147$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$138$6.87$131$0.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$144$6.75$137$3.73