Civic Intelligence

Minnesota Masonic Charities Funds

990 • Fiscal year 2016 • EIN 41-1495321

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 04, 2017

Organization ProfileN/A
11501 Masonic Home DriveBloomington, MN 55437

(952) 948-7000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.93x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

98th percentile

82%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

43rd percentile

$413,301

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

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

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

92nd percentile

41%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$160,899,468

Down $430,388 (-0.3%) from 2015

Net Assets

Down

$155,773,370

Down $667,935 (-0.4%) from 2015

Liabilities

Up

$5,126,098

Up $237,547 (+4.9%) from 2015

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin98th percentile

Revenue

Up

$5,505,733

Up $1,588,816 (+41%) from 2015

Expenses

Down

$990,656

Down $83,559 (-7.8%) from 2015

Net Income

Up

$4,515,077

Up $1,672,375 (+59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2016

Assets$160,899,468
Liabilities$5,126,098
Net Assets$155,773,370
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$5,505,733
Expenses$990,656
Net Income$4,515,077
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 4, 2017
Return Version
2016v3.0
Gross Receipts
$52,095,657
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$141,272,145$142,432,067▲ $1,159,922
Investments Other Securities$15,636,643$14,098,246▼ $1,538,397
Other Notes and Loans Receivable, Net$9,180$9,180→ $0
Total Assets$161,329,856$160,899,468▼ $430,388
Other Assets Total$4,411,888$4,359,975▼ $51,913
Liabilities
Other Liabilities$4,823,728$5,079,343▲ $255,615
Accounts Payable and Accrued Expenses$64,823$46,755▼ $18,068
Total Liabilities$4,888,551$5,126,098▲ $237,547
Net Assets / Fund Balance
Unrestricted Net Assets$153,517,671$152,871,720▼ $645,951
Permanently Rstr Net Assets$2,500,209$2,506,702▲ $6,493
Temporarily Rstr Net Assets$423,425$394,948▼ $28,477
Total Net Assets Fund Balance$156,441,305$155,773,370▼ $667,935
Total Liabilities and Net Assets / Fund Balance$161,329,856$160,899,468▼ $430,388

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$14,098,246--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,951,493-▲ $98,250-$2,049,743
2015$1,991,823-▼ $40,330-$1,951,493
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
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
David S WethingChairman
Eric J NeetenbeekPresident/CEO-charities
Rita S GlazebrookVice Chairman
Charlton DietzDirector
Gregory J LaneDirector
Mark a CampbellDirector
Robert L FendlerDirector
Sue MorkCFO-charities
Dale R SeubertSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wells FargoInvestment Services222 W SUPERIOR ST STE 200, Duluth, MN 55802$493,800
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,336,990
Other Revenue
$168,743
Change in Net Assets
$4,515,077

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,468,561
Revenue Not Reported on Financial Statements
$37,172
Revenue Not Reported on Form 990
$5,686,047
Other Revenue Adjustments
$37,172
Total Revenue per Audited Statements
$11,154,608
Total Revenue per Form 990
$5,505,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$990,656
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$622,581--$622,581
Fees for Services Management-$350,000-$350,000
Fees for Services Accounting-$18,075-$18,075
Total Functional Expenses$622,581$368,075$0$990,656

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$990,656
Total Expenses per Audited Statements$990,656
Total Expenses per Form 990$990,656
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$5,019,143
Charitable Annuity Liability$60,200
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 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 11B

“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. Compensation reviews for all positions were last conducted in 2016.”

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
9529487000
Address
11501 MASONIC HOME DRIVE, BLOOMINGTON, MN 55437

Signing Officer

Name
Sue Mork
Title
CFO
Phone
9529487000
Signed
2017-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric J Neetenbeek
Formed
1983
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

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:

“Transfers to affiliates -10,862,500. Unrealized loss on estimated value of trusts -6,559.”

Financial Statement Notes

PART V, LINE 4:

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

PART X, LINE 2:

“The organization qualifies as a tax-exempt corporation described in section 501(c)(3) of the internal revenue code. Accordingly, the organization is not subject to federal income taxes under section 501(a) of the code. The organization is classified as a publicly supported charitable organization under section 509(a)(3) of the code and contributions to the organization qualify as a charitable tax deduction by the contributor. The organization's annual tax filings are subject to review by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise other taxes.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Restricted investment income 37,172.”

Raw XML AppendixShowing 400 of 630 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/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.
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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:
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010862500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MINNESOTA MASONIC CHARITIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MINNESOTA MASONIC HOME CARE CNETER
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IRS990ScheduleA/SupportSumAmt010862500
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01951493
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02049743
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt098250
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01991823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01951493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-40330
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02052917
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01991823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-61094
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01908562
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02052917
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0144355
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01743889
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01908562
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0164673
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0990656
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05686047
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15019143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE ANNUITY LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt037172
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt014098246
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82480
IRS990ScheduleD/RevenueNotReportedAmt05686047
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt037172
IRS990ScheduleD/RevenueSubtotalAmt05468561
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT OPERATIONS OF MINNESOTA MASONIC HOME CARE CENTER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(3) OF THE CODE AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RESTRICTED INVESTMENT INCOME 37,172.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.13480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014098246
IRS990ScheduleD/TotalExpensesPerForm990Amt0990656
IRS990ScheduleD/TotalLiabilityAmt05079343
IRS990ScheduleD/TotalRevenuePerForm990Amt05505733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011154608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0990656
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt075000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0281626
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1129142
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt016065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19227
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt112573
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt021015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt119700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ERIC J NEETENBEEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SUE MORK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO-CHARITIES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO-CHARITIES
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0413301
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1170642
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY A RELATED ORGANIZATION THAT USES THE FOLLOWING METHODS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES, INCLUDING EXECUTIVE MANAGEMENT, TO ITS RELATED MINNESOTA MASONIC CHARITIES ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE MEMBER OF THIS CORPORATION, WITH VOTING RIGHTS, IS MINNESOTA MASONIC CHARITIES, A MINNESOTA NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/ExplanationTxt4THE 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/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 WAS REVIEWED BY MANAGEMENT AND WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL 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/SupplementalInformationDetail/ExplanationTxt7THE 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. COMPENSATION REVIEWS FOR ALL POSITIONS WERE LAST CONDUCTED IN 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRANSFERS TO AFFILIATES -10,862,500. UNREALIZED LOSS ON ESTIMATED VALUE OF TRUSTS -6,559.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 15A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$160,899,468
Liabilities
$5,126,098
Net assets
$155,773,370
Revenue
$5,505,733
Expenses
$990,656
Net income
$4,515,077
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