Civic Intelligence

Herman L Rowley Memorial Trust

990 • Fiscal year 2019 • EIN 42-0807103

Aug 01, 2018 to Jul 31, 2019 • Filed on Jun 23, 2020

Organization ProfileWWW.ROWLEYMASONICCOMMUNITY.ORG
1300 28th StreetPerry, IA 50220

(515) 465-5316

Siviq Scores

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

Liabilities / Assets

91st percentile

0.96x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

4.46x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

6th percentile

-42%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

34th percentile

-0.0%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-6.8%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$19,284,402

Down $772 (-0.0%) from 2018

Net Assets

Down

$825,230

Down $1,731,096 (-68%) from 2018

Liabilities

Up

$18,459,172

Up $1,730,324 (+10%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin6th percentile

Revenue

Down

$4,138,344

Down $300,854 (-6.8%) from 2018

Expenses

Up

$5,869,440

Up $86,182 (+1.5%) from 2018

Net Income

Down

-$1,731,096

Down $387,036 (-29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $9,533,395Liabilities 2011: $3,719,593Net Assets 2011: $5,813,8022011Assets 2012: $9,418,717Liabilities 2012: $3,625,260Net Assets 2012: $5,793,4572012Assets 2013: $9,788,306Liabilities 2013: $3,944,128Net Assets 2013: $5,844,1782013Assets 2014: $21,088,280Liabilities 2014: $15,143,990Net Assets 2014: $5,944,2902014Assets 2015: $23,479,120Liabilities 2015: $18,306,146Net Assets 2015: $5,172,9742015Assets 2016: $20,968,504Liabilities 2016: $16,354,567Net Assets 2016: $4,613,9372016Assets 2017: $20,277,691Liabilities 2017: $16,386,404Net Assets 2017: $3,891,2872017Assets 2018: $19,285,174Liabilities 2018: $16,728,848Net Assets 2018: $2,556,3262018Assets 2019: $19,284,402Liabilities 2019: $18,459,172Net Assets 2019: $825,2302019Assets 2020: $19,200,454Liabilities 2020: $19,973,834Net Assets 2020: -$773,3802020Assets 2021: $19,200,454Liabilities 2021: $19,973,834Net Assets 2021: -$773,3802021Assets 2022: $848,098Liabilities 2022: $848,098Net Assets 2022: $02022Assets 2023: $800,527Liabilities 2023: $848,098Net Assets 2023: -$47,5712023Assets 2024: $292,632Liabilities 2024: $393,829Net Assets 2024: -$101,1972024Assets 2025: $542,085Liabilities 2025: $393,829Net Assets 2025: $148,2562025

Highlighted filing

2019

Assets$19,284,402
Liabilities$18,459,172
Net Assets$825,230
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,901,608Expenses 2011: $3,952,627Net Income 2011: -$51,0192011Expenses 2012: $4,002,4532012Revenue 2013: $4,352,493Expenses 2013: $4,209,515Net Income 2013: $142,9782013Revenue 2014: $4,364,464Expenses 2014: $4,240,172Net Income 2014: $124,2922014Revenue 2015: $3,889,596Expenses 2015: $4,599,885Net Income 2015: -$710,2892015Revenue 2016: $4,726,443Expenses 2016: $5,215,477Net Income 2016: -$489,0342016Revenue 2017: $4,921,654Expenses 2017: $5,653,011Net Income 2017: -$731,3572017Revenue 2018: $4,439,198Expenses 2018: $5,783,258Net Income 2018: -$1,344,0602018Revenue 2019: $4,138,344Expenses 2019: $5,869,440Net Income 2019: -$1,731,0962019Revenue 2020: $4,324,795Expenses 2020: $5,923,405Net Income 2020: -$1,598,6102020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $773,380Expenses 2022: $0Net Income 2022: $773,3802022Revenue 2023: $0Expenses 2023: $47,571Net Income 2023: -$47,5712023Revenue 2024: $6,844Expenses 2024: $60,470Net Income 2024: -$53,6262024Revenue 2025: $1,079,917Expenses 2025: $830,464Net Income 2025: $249,4532025

Highlighted filing

2019

Revenue$4,138,344
Expenses$5,869,440
Net Income-$1,731,096
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jun 23, 2020
Return Version
2018v3.2
Gross Receipts
$4,174,875
Mission and Program Overview

Mission

Providing meaningful quality of life to its residents through restorative and maintenance health care services to those individuals within the masonic fraternity, their dependents and the extended community at large, as they transition from independence to a higher level of care.

Providing meaningful quality of life to its residents through restorative and maintenance health care services to those individuals within the masonic fraternity, their dependents and the extended community at large, as they transition from independence to a higher calling.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,834,512$18,133,674▼ $700,838
Accounts Receivable$250,130$677,548▲ $427,418
Savings and Temporary Cash Investments$91,006$165,906▲ $74,900
Investments Other Securities-$164,426-
Investments in Publicly Traded Securities$91,560$94,060▲ $2,500
Prepaid Expenses and Deferred Charges$11,709$48,788▲ $37,079
Inventories for Sale or Use$4,905--
Total Assets$19,285,174$19,284,402▼ $772
Other Assets Total$1,352--
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,975,073$13,092,167▲ $117,094
Accounts Payable and Accrued Expenses$1,093,438$2,793,284▲ $1,699,846
Tax Exempt Bond Liabilities$2,472,807$2,479,922▲ $7,115
Other Liabilities$176,580$87,849▼ $88,731
Deferred Revenue$10,950$5,950▼ $5,000
Total Liabilities$16,728,848$18,459,172▲ $1,730,324
Net Assets / Fund Balance
Unrestricted Net Assets$2,487,689$825,230▼ $1,662,459
Temporarily Rstr Net Assets$68,637$0▼ $68,637
Total Net Assets Fund Balance$2,556,326$825,230▼ $1,731,096
Total Liabilities and Net Assets / Fund Balance$19,285,174$19,284,402▼ $772

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,304,000$5,218,093$20,522,093
Equipment$2,722,287$1,549,995$4,272,282
Land$107,387-$107,387
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Michael FletcherChairman - Through 8/27
Neil PaulsenChairman- Beginning 8/28
Lyle MillerVice Chairman - Beginning 8/28
Kyle GordonVice Chairman - Through 8/27
Dave AvesTrustee - Beginning 8/28
Hollie SmithTrustee - Beginning 8/28
Vicki GrantAdministrator - Beginning 11/1
Kate KlimeshAdministrator - Through 10/31
Jon EddinsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$266,926
Program Service Revenue
$3,734,540
Investment Income
$136,878
Other Revenue
$0
All Other Contributions
$266,926
Change in Net Assets
$-1,731,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,616,402
Salaries, Compensation, and Employee Benefits$2,253,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,764,180$312,475-$2,076,655
Depreciation Depletion$787,011--$787,011
Interest-$736,618-$736,618
Fees for Services Other$471,846$187,066-$658,912
Occupancy$250,565$12,816-$263,381
Insurance-$171,784-$171,784
Payroll Taxes$138,071$24,455-$162,526
Fees for Services Management-$68,082-$68,082
Information Technology-$42,676-$42,676
All Other Expenses-$39,194-$39,194
Other Expenses$63,516$34,227-$34,227
Advertising-$23,333-$23,333
Conferences and Meetings-$22,538-$22,538
Fees for Services Accounting-$17,837-$17,837
Fees for Services Legal-$15,638-$15,638
Other Employee Benefits$9,736$1,724-$11,460
Office Expenses-$8,915-$8,915
Pension Plan Contributions$2,036$361-$2,397
Total Functional Expenses$4,063,239$1,806,201$0$5,869,440
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
Special Assessment Payable$85,005
Capital Leases Payable$2,844

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2013-12-31$12,000,000TO BUILD A NEW FACILITY
CIowa Finance Authority2013-12-31$2,490,000TO BUILD A NEW FACILITY
BIowa Finance Authority2013-12-31$800,000TO BUILD A NEW FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,000,000---
C$2,490,000---
B$800,000---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The board does not have any committees with the authority to act on behalf of the governing body.”

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

“The board of trustees will review and approve the form 990 annual tax filing prior to submission”

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

“The chairman of the board annually reviews the disclosure statements to determine if any conflicts exist.”

Form 990, Part VI, Section C, Line 18

“Herman l rowley memorial trust will provide a copy of its 990 upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request at the facility in perry, iowa”

Filing and Contact Details

Filer

Filer Name
Herman L Rowley Memorial Trust
EIN
42-0807103
Phone
5154655316
Address
1300 28TH STREET, PERRY, IA 50220
Doing Business As
Rowley Memorial Masonic Home

Signing Officer

Name
Neil Paulsen
Title
Chairman
Phone
5154655316
Signed
2020-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil Paulsen
Formed
1955
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
165
Volunteers
7

Preparer

Firm
Bergankdv Ltd
Address
12100 MEREDITH DR SUITE 200, URBANDALE, IA 50323
Preparer
Telford a Lodden CPA
Phone
5157275700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 0. Management and general expenses 187,066. Fundraising expenses 0. Total expenses 187,066. Professional staffing: program service expenses 471,846. Management and general expenses 0. Fundraising expenses 0. Total expenses 471,846.”

Raw XML AppendixShowing 400 of 607 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01093438
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02793284
IRS990/AccountsReceivableGrp/BOYAmt0250130
IRS990/AccountsReceivableGrp/EOYAmt0677548
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING MEANINGFUL QUALITY OF LIFE TO ITS RESIDENTS THROUGH RESTORATIVE AND MAINTENANCE HEALTH CARE SERVICES TO THOSE INDIVIDUALS WITHIN THE MASONIC FRATERNITY, THEIR DEPENDENTS AND THE EXTENDED COMMUNITY AT LARGE, AS THEY TRANSITION FROM INDEPENDENCE TO A HIGHER CALLING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt023333
IRS990/AdvertisingGrp/TotalAmt023333
IRS990/AllOtherContributionsAmt0266926
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt039194
IRS990/AllOtherExpensesGrp/TotalAmt039194
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NEIL PAULSEN
IRS990/BooksInCareOfDetail/PhoneNum05154655316
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 28TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PERRY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050220
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt022538
IRS990/ConferencesMeetingsGrp/TotalAmt022538
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0266926
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0136878
IRS990/CYOtherExpensesAmt03616402
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03734540
IRS990/CYRevenuesLessExpensesAmt0-1731096
IRS990/CYSalariesCompEmpBnftPaidAmt02253038
IRS990/CYTotalExpensesAmt05869440
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04138344
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt010950
IRS990/DeferredRevenueGrp/EOYAmt05950
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0787011
IRS990/DepreciationDepletionGrp/TotalAmt0787011
IRS990/Desc0OPERATED LONG TERM CARE FACILITY CONSISTING OF 57 NURSING UNIT BEDS PROVIDING APPROXIMATELY 22,000 BED DAYS; OPERATED AN INDEPENDENT LIVING FACILITY AND AN ASSISTED LIVING FACILITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ROWLEY MEMORIAL MASONIC HOME
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0165
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt04063239
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017837
IRS990/FeesForServicesAccountingGrp/TotalAmt017837
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015638
IRS990/FeesForServicesLegalGrp/TotalAmt015638
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt068082
IRS990/FeesForServicesManagementGrp/TotalAmt068082
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0187066
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0471846
IRS990/FeesForServicesOtherGrp/TotalAmt0658912
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt745.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt845.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm1KYLE GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm2LYLE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3NEIL PAULSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JON EDDINS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE AVES
IRS990/Form990PartVIISectionAGrp/PersonNm6HOLLIE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm7VICKI GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm8KATE KLIMESH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN - THROUGH 8/27
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN - THROUGH 8/27
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN - BEGINNING 8/28
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN- BEGINNING 8/28
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE - BEGINNING 8/28
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - BEGINNING 8/28
IRS990/Form990PartVIISectionAGrp/TitleTxt7ADMINISTRATOR - BEGINNING 11/1
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR - THROUGH 10/31
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0136830
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0173361
IRS990/GrossReceiptsAmt04174875
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt042676
IRS990/InformationTechnologyGrp/TotalAmt042676
IRS990/InsuranceGrp/ManagementAndGeneralAmt0171784
IRS990/InsuranceGrp/TotalAmt0171784
IRS990/InterestGrp/ManagementAndGeneralAmt0736618
IRS990/InterestGrp/TotalAmt0736618
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04905
IRS990/InvestmentIncomeGrp/ExclusionAmt048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0164426
IRS990/InvestmentsPubTradedSecGrp/BOYAmt091560
IRS990/InvestmentsPubTradedSecGrp/EOYAmt094060
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06768088
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018834512
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018133674
IRS990/LandBldgEquipCostOrOtherBssAmt024901762
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt036531
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDING MEANINGFUL QUALITY OF LIFE TO ITS RESIDENTS THROUGH RESTORATIVE AND MAINTENANCE HEALTH CARE SERVICES TO THOSE INDIVIDUALS WITHIN THE MASONIC FRATERNITY, THEIR DEPENDENTS AND THE EXTENDED COMMUNITY AT LARGE, AS THEY TRANSITION FROM INDEPENDENCE TO A HIGHER LEVEL OF CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt012975073
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013092167
IRS990/NetAssetsOrFundBalancesBOYAmt02556326
IRS990/NetAssetsOrFundBalancesEOYAmt0825230
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0136830
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0136830
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012816
IRS990/OccupancyGrp/ProgramServicesAmt0250565
IRS990/OccupancyGrp/TotalAmt0263381
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08915
IRS990/OfficeExpensesGrp/TotalAmt08915
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01352
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01724
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09736
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011460
IRS990/OtherExpensesGrp/Desc0SUPPLIES AND SMALL EQUI
IRS990/OtherExpensesGrp/Desc1FOOD EXPENSES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3PENALTIES AND FINES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt086462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134227
IRS990/OtherExpensesGrp/ProgramServicesAmt0398395
IRS990/OtherExpensesGrp/ProgramServicesAmt1177883
IRS990/OtherExpensesGrp/ProgramServicesAmt263516
IRS990/OtherExpensesGrp/TotalAmt0484857
IRS990/OtherExpensesGrp/TotalAmt1177883
IRS990/OtherExpensesGrp/TotalAmt263516
IRS990/OtherExpensesGrp/TotalAmt334227
IRS990/OtherLiabilitiesGrp/BOYAmt0176580
IRS990/OtherLiabilitiesGrp/EOYAmt087849
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0312475
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01764180
IRS990/OtherSalariesAndWagesGrp/TotalAmt02076655
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024455
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138071
IRS990/PayrollTaxesGrp/TotalAmt0162526
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0361
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02036
IRS990/PensionPlanContributionsGrp/TotalAmt02397
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011709
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt048788
IRS990/PrincipalOfficerNm0NEIL PAULSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE REVEN
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03728577
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15963
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03728577
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15963
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt031142
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0207
IRS990/PYOtherExpensesAmt03367332
IRS990/PYOtherRevenueAmt034822
IRS990/PYProgramServiceRevenueAmt04373027
IRS990/PYRevenuesLessExpensesAmt0-1344060
IRS990/PYSalariesCompEmpBnftPaidAmt02415926
IRS990/PYTotalExpensesAmt05783258
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04439198
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1731096
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03734540
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0165906
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0266926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt031141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0542063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt092756
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0125168
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0220212
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0473212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03871370
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04373025
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04766808
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04569826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03378031
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020959060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt092756
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0125168
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0220212
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0473212
IRS990ScheduleA/InvestmentIncomeCYPct00.02150
IRS990ScheduleA/InvestmentIncomePYPct00.03070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97850
IRS990ScheduleA/PublicSupportPY509Pct00.96930
IRS990ScheduleA/PublicSupportTotal509Amt021501123
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04138296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04404166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04813998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04616851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03527812
IRS990ScheduleA/Total509Grp/TotalAmt021501123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04138344
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04439194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04906754
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04742019
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03748024
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021974335
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt015304000
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05218093
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt020522093
IRS990ScheduleD/EquipmentGrp/BookValueAmt02722287
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01549995
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04272282
IRS990ScheduleD/LandGrp/BookValueAmt0107387
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0107387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt185005
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CAPITAL LEASES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPECIAL ASSESSMENT PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018133674
IRS990ScheduleD/TotalLiabilityAmt087849
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd2C
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd10
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd2C
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd20
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,284,402
Liabilities
$18,459,172
Net assets
$825,230
Revenue
$4,138,344
Expenses
$5,869,440
Net income
-$1,731,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.39$0.15$1.08$0.83$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.39$0.10$0.01$0.06$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.85$0.05$0.00$0.05$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.85$0.00$0.77$0.00$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$20.0$0.77$0.00$0.00$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$20.0$0.77$4.32$5.92$1.60
2019Detailed filing. Detailed filing data is available for this year.$19.3$18.5$0.83$4.14$5.87$1.73
2018Summary only. Only limited summary data is available for this year.$19.3$16.7$2.56$4.44$5.78$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$16.4$3.89$4.92$5.65$0.73
2016Summary only. Only limited summary data is available for this year.$21.0$16.4$4.61$4.73$5.22$0.49
2015Detailed filing. Detailed filing data is available for this year.$23.5$18.3$5.17$3.89$4.60$0.71
2014Detailed filing. Detailed filing data is available for this year.$21.1$15.1$5.94$4.36$4.24$0.12
2013Summary only. Only limited summary data is available for this year.$9.79$3.94$5.84$4.35$4.21$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.42$3.63$5.79$4.00
2011Summary only. Only limited summary data is available for this year.$9.53$3.72$5.81$3.90$3.95$0.05