Civic Intelligence

Masonic Home Endowment Fund Inc.

990 • Fiscal year 2018 • EIN 59-2740213

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 09, 2018

Organization ProfileN/A
PO Box 1020Jacksonville, FL 32201

(904) 354-2339

Siviq Scores

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

Liabilities / Assets

26th percentile

0.06x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.57x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

6.2%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$28,276,592

Up $723,357 (+2.6%) from 2017

Net Assets

Up

$26,473,207

Up $1,134,569 (+4.5%) from 2017

Liabilities

Down

$1,803,385

Down $411,212 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Up

$3,173,558

Up $186,415 (+6.2%) from 2017

Expenses

Up

$2,038,989

Up $866,685 (+74%) from 2017

Net Income

Down

$1,134,569

Down $680,270 (-37%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2011: $22,017,695Liabilities 2011: $2,255,011Net Assets 2011: $19,762,6842011Assets 2012: $22,567,607Liabilities 2012: $1,341,816Net Assets 2012: $21,225,7912012Assets 2013: $22,767,402Liabilities 2013: $1,080,009Net Assets 2013: $21,687,3932013Assets 2014: $24,416,135Liabilities 2014: $2,203,305Net Assets 2014: $22,212,8302014Assets 2015: $25,040,904Liabilities 2015: $2,146,430Net Assets 2015: $22,894,4742015Assets 2016: $24,867,820Liabilities 2016: $1,344,021Net Assets 2016: $23,523,7992016Assets 2017: $27,553,235Liabilities 2017: $2,214,597Net Assets 2017: $25,338,6382017Assets 2018: $28,276,592Liabilities 2018: $1,803,385Net Assets 2018: $26,473,2072018Assets 2019: $29,049,664Liabilities 2019: $1,790,710Net Assets 2019: $27,258,9542019Assets 2020: $30,341,724Liabilities 2020: $1,349,047Net Assets 2020: $28,992,6772020Assets 2021: $31,754,916Liabilities 2021: $1,929,564Net Assets 2021: $29,825,3522021Assets 2022: $33,087,502Liabilities 2022: $2,187,675Net Assets 2022: $30,899,8272022Assets 2023: $33,310,777Liabilities 2023: $2,440,263Net Assets 2023: $30,870,5142023Assets 2024: $39,233,195Liabilities 2024: $6,732,304Net Assets 2024: $32,500,8912024Assets 2025: $38,997,231Liabilities 2025: $5,738,068Net Assets 2025: $33,259,1632025

Highlighted filing

2018

Assets$28,276,592
Liabilities$1,803,385
Net Assets$26,473,207
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $595,8982011Expenses 2012: $1,463,0952012Expenses 2013: $1,242,2442013Revenue 2014: $1,505,947Expenses 2014: $980,510Net Income 2014: $525,4372014Revenue 2015: $2,767,957Expenses 2015: $2,009,421Net Income 2015: $758,5362015Revenue 2016: $4,197,136Expenses 2016: $1,954,189Net Income 2016: $2,242,9472016Revenue 2017: $2,987,143Expenses 2017: $1,172,304Net Income 2017: $1,814,8392017Revenue 2018: $3,173,558Expenses 2018: $2,038,989Net Income 2018: $1,134,5692018Revenue 2019: $2,410,140Expenses 2019: $1,624,393Net Income 2019: $785,7472019Revenue 2020: $3,349,260Expenses 2020: $1,615,537Net Income 2020: $1,733,7232020Revenue 2021: $1,911,096Expenses 2021: $1,078,421Net Income 2021: $832,6752021Revenue 2022: $2,842,133Expenses 2022: $1,767,658Net Income 2022: $1,074,4752022Revenue 2023: $4,061,657Expenses 2023: $2,090,970Net Income 2023: $1,970,6872023Revenue 2024: $3,979,221Expenses 2024: $2,348,844Net Income 2024: $1,630,3772024Revenue 2025: $3,536,249Expenses 2025: $2,777,977Net Income 2025: $758,2722025

Highlighted filing

2018

Revenue$3,173,558
Expenses$2,038,989
Net Income$1,134,569
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 9, 2018
Return Version
2017v2.2
Gross Receipts
$6,909,185
Mission and Program Overview

Mission

To provide funds for skilled care and a congregative living facility for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,100,527$27,577,502▲ $476,975
Rtn Earn Endowment Incm Other Fnds$25,338,638$26,473,207▲ $1,134,569
Savings and Temporary Cash Investments$446,780$694,336▲ $247,556
Accounts Receivable$1,174$0▼ $1,174
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$27,553,235$28,276,592▲ $723,357
Other Assets Total$4,754$4,754→ $0
Liabilities
Deferred Revenue$2,031,259$1,624,393▼ $406,866
Other Liabilities$183,338$178,992▼ $4,346
Total Liabilities$2,214,597$1,803,385▼ $411,212
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,338,638$26,473,207▲ $1,134,569
Total Liabilities and Net Assets / Fund Balance$27,553,235$28,276,592▲ $723,357

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$25,338,638$1,108,869▲ $2,056,959$2,030,909$26,473,207
2016$23,523,799$1,814,839▲ $1,156,205$1,156,144$25,338,638
2015$22,894,474$629,325▲ $1,954,189$1,954,189$23,523,799
2014$22,212,830$681,644▲ $2,009,430$2,008,991$22,894,474
2013$21,690,133$525,760▲ $977,552$980,187$22,212,830
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
John W Westerman IIIDP Grand Master
John E KarroumGrand Master
Richard E LynnGrand Secretary
Rudin J BoatrightGrand Treasurer
Jeffrey S FosterJR Grand Warden
Thomas L Turlington JrSR Grand Warden
Revenue and Support

Revenue Composition

Contributions and Grants
$1,050,190
Program Service Revenue
$0
Investment Income
$2,030,909
Other Revenue
$92,459
All Other Contributions
$1,050,190
Change in Net Assets
$1,134,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,031,259
Other Expenses$7,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,031,259--$2,031,259
Other Expenses-$7,730-$7,730
Total Functional Expenses$2,031,259$7,730$0$2,038,989
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge Masonic HomeJacksonville, FL-Charitable Support$2,031,259
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loans Payable$100,000
Annuities Payable$78,992
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The stockholder of this corporation is The Most Worshipful Grand Lodge of Free and Accepted Masons of Florida.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The governing body (Board of Trustees) consists of the six members who hold offices in the Grand Lodge.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“At the annual communication of the Grand Lodge, all decisions of the governing body are subject to approval by majority of the voting members of the Grand Lodge.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is submitted to the Grand Secretary for his review prior to filing. After his review, Form 990 is filed with the Internal Revenue Service. A copy of Form 990 is available to the remaining board members for any comments they may have.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Masonic Home Endowment Fund Inc
EIN
59-2740213
Phone
9043542339
Address
PO Box 1020, Jacksonville, FL 32201

Signing Officer

Name
Richard E Lynn
Title
Grand Secretary
Signed
2018-07-09
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
100

Preparer

Firm
Howard & Company Cpas Pa
Address
4745 SUTTON PARK COURT STE 102, JACKSONVILLE, FL 32224
Preparer
John W Howard CPA
Phone
9044210690
Raw XML AppendixShowing 400 of 495 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt01174
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide funds for skilled care and a congregative living facility for the elderly.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01050190
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Richard E Lynn
IRS990/BooksInCareOfDetail/PhoneNum09043542339
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 Ocean Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Jacksonville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032202
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01050190
IRS990/CYGrantsAndSimilarPaidAmt02031259
IRS990/CYInvestmentIncomeAmt02030909
IRS990/CYOtherExpensesAmt07730
IRS990/CYOtherRevenueAmt092459
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01134569
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02038989
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03173558
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02031259
IRS990/DeferredRevenueGrp/EOYAmt01624393
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To provide, on a non-profit basis, housing and other facilities to meet the needs of the elderly residing in the Masonic home.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02031259
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeffrey S Foster
IRS990/Form990PartVIISectionAGrp/PersonNm1John E Karroum
IRS990/Form990PartVIISectionAGrp/PersonNm2John W Westerman III
IRS990/Form990PartVIISectionAGrp/PersonNm3Thomas L Turlington Jr
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard E Lynn
IRS990/Form990PartVIISectionAGrp/PersonNm5Rudin J Boatright
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0JR Grand Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt1Grand Master
IRS990/Form990PartVIISectionAGrp/TitleTxt2DP Grand Master
IRS990/Form990PartVIISectionAGrp/TitleTxt3SR Grand Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt4Grand Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Grand Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01020715
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02031259
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02031259
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04656726
IRS990/GrossReceiptsAmt06909185
IRS990/GrossRentsGrp/RealAmt025700
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01010194
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01010194
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027100527
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027577502
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03636011
IRS990/LessRentalExpensesGrp/RealAmt099616
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide funds for skilled care and a congregative living facility for the elderly.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt025338638
IRS990/NetAssetsOrFundBalancesEOYAmt026473207
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01020715
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01020715
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-73916
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-73916
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04754
IRS990/OtherAssetsTotalGrp/EOYAmt04754
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Investment fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07730
IRS990/OtherExpensesGrp/TotalAmt07730
IRS990/OtherLiabilitiesGrp/BOYAmt0183338
IRS990/OtherLiabilitiesGrp/EOYAmt0178992
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Sale of Merchandise
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0166375
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0166375
IRS990/OtherRevenueTotalAmt0166375
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01680809
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01156144
IRS990/PYInvestmentIncomeAmt01156143
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt016160
IRS990/PYOtherRevenueAmt0150191
IRS990/PYRevenuesLessExpensesAmt01814839
IRS990/PYTotalExpensesAmt01172304
IRS990/PYTotalRevenueAmt02987143
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01134569
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/RealAmt0-73916
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025338638
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026473207
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0446780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0694336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01134569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01814839
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0629325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0682084
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0525760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04786577
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01010194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0511266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01306156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0697920
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0444921
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03970457
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54660
IRS990ScheduleA/PublicSupportPY170Pct00.52870
IRS990ScheduleA/PublicSupportTotal170Amt04786577
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01134569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01814839
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0629325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0682084
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0525760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04786577
IRS990ScheduleA/TotalSupportAmt08757034
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0350
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025338638
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01108869
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt026473207
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02056959
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02030909
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt061
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt023523799
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01814839
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025338638
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01156205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01156144
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022894474
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0629325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt023523799
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01954189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01954189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0439
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt022212830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0681644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022894474
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02009430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02008991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0428
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt021690133
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0525760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt022212830
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0977552
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0980187
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1100000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Annuities Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Loans Payable
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalLiabilityAmt0178992
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt02031259
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Charitable Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Grand Lodge Masonic Home
IRS990ScheduleI/RecipientTable/RecipientEIN0590369358
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 1020
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Jacksonville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032201
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The stockholder of this corporation is The Most Worshipful Grand Lodge of Free and Accepted Masons of Florida.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body (Board of Trustees) consists of the six members who hold offices in the Grand Lodge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2At the annual communication of the Grand Lodge, all decisions of the governing body are subject to approval by majority of the voting members of the Grand Lodge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is submitted to the Grand Secretary for his review prior to filing. After his review, Form 990 is filed with the Internal Revenue Service. A copy of Form 990 is available to the remaining board members for any comments they may have.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Yes
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Grand Lodge of Florida
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Masonic Charities of Florida Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Grand Lodge of FL Museum & Library Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590369358
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1593271856
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2208875068
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Member Services Fraternal Order
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Support of the Masonic Home
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Operation of the Museum & Library
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 1020
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO Box 1020
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO Box 1020
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Jacksonville

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,276,592
Liabilities
$1,803,385
Net assets
$26,473,207
Revenue
$3,173,558
Expenses
$2,038,989
Net income
$1,134,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.0$5.74$33.3$3.54$2.78$0.76
2024Detailed filing. Detailed filing data is available for this year.$39.2$6.73$32.5$3.98$2.35$1.63
2023Detailed filing. Detailed filing data is available for this year.$33.3$2.44$30.9$4.06$2.09$1.97
2022Detailed filing. Detailed filing data is available for this year.$33.1$2.19$30.9$2.84$1.77$1.07
2021Detailed filing. Detailed filing data is available for this year.$31.8$1.93$29.8$1.91$1.08$0.83
2020Detailed filing. Detailed filing data is available for this year.$30.3$1.35$29.0$3.35$1.62$1.73
2019Detailed filing. Detailed filing data is available for this year.$29.0$1.79$27.3$2.41$1.62$0.79
2018Detailed filing. Detailed filing data is available for this year.$28.3$1.80$26.5$3.17$2.04$1.13
2017Detailed filing. Detailed filing data is available for this year.$27.6$2.21$25.3$2.99$1.17$1.81
2016Detailed filing. Detailed filing data is available for this year.$24.9$1.34$23.5$4.20$1.95$2.24
2015Detailed filing. Detailed filing data is available for this year.$25.0$2.15$22.9$2.77$2.01$0.76
2014Detailed filing. Detailed filing data is available for this year.$24.4$2.20$22.2$1.51$0.98$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$1.08$21.7$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$1.34$21.2$1.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$2.26$19.8$0.60