Form 990 for tax year 2024
Filed by MINNESOTA MASONIC ELDER SERVICES.
Totals
- Total revenue
- $1,850,004
- Total expenses
- $2,404,462
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,850,004
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $4,548,043
- Total liabilities, end of year
- $10,723,092
- Net assets or fund balances, end of year
- -$6,175,049
- Program services expenses (Part IX)
- $2,396,336
- Management and general expenses
- $8,126
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,396,336
Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MANAGEMENT FEES
total $1,850,004 · related or exempt $1,850,004
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $999,603 · program services $999,603
-
8 · Pension plan contributions
total $31,472 · program services $31,472
-
9 · Other employee benefits
total $304,213 · program services $304,213
-
10 · Payroll taxes
total $72,287 · program services $72,287
-
11b · Fees: legal
total $8,101 · management and general $8,101
-
11c · Fees: accounting
total $25 · management and general $25
-
11g · Fees: other
total $567,965 · program services $567,965
-
12 · Advertising and promotion
total $62,561 · program services $62,561
-
13 · Office expenses
total $174,870 · program services $174,870
-
16 · Occupancy
total $99,995 · program services $99,995
-
17 · Travel
total $116 · program services $116
-
22 · Depreciation, depletion and amortization
total $73,414 · program services $73,414
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $7,277 · program services $7,277
-
24b · Other expenses: DIETARY
total $1,615 · program services $1,615
-
24c · Other expenses: TRAINING AND EDUCATION
total $948 · program services $948
Balance sheet
Part X, book values.
-
9 · Prepaid expenses and deferred charges
beginning of year $86,544 · end of year $60,059
-
10a · Land, buildings and equipment: cost or other basis
$573,735
-
10b · Land, buildings and equipment: accumulated depreciation
$268,938
-
10c · Land, buildings and equipment, net
beginning of year $362,960 · end of year $304,797
-
15 · Other assets
beginning of year $3,664,544 · end of year $4,183,187
-
17 · Accounts payable and accrued expenses
beginning of year $3,405,343 · end of year $3,853,344
-
25 · Other liabilities
beginning of year $6,329,296 · end of year $6,869,748
-
27 · Net assets without donor restrictions
beginning of year -$5,620,591 · end of year -$6,175,049
Mission and programs · 2024
Mission
MINNESOTA MASONIC CHARITIES AND AFFILIATES' PRIMARY 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 FINANCIAL OR OTHER ASSISTANCE TO NON-PROFIT TAX EXEMPT ENTITIES THAT PROVIDE FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF THE ELDERLY; (B) PROMOTING RESEARCH AND ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER, CHILDHOOD LANGUAGE DISORDERS, PHYSICAL, EMOTIONAL AND MENTAL MALADIES OF THE YOUTH; (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, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUSTS, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES.
Activities or mission (Part I)
TO PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATES.
-
MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES TO ALL OF THE MINNESOTA MASONIC CHARITIES EXEMPT ORGANIZATIONS. THE ORGANIZATIONS PROVIDE FINANCIAL OR OTHER ASSISTANCE TO NON-PROFIT TAX EXEMPT ENTITIES THAT PROVIDE FACILITIES FOR NURSING CARE AND ELDERLY HOUSING; FACILITIES AND PROGRAMS FOR COMMUNITY, HEALTH, SOCIAL SERVICES AND EDUCATION OF THE ELDERLY; (B) PROMOTING RESEARCH AND ACTIVITIES RELATED TO THE TREATMENT AND CURE OF CANCER, CHILDHOOD LANGUAGE DISORDERS, PHYSICAL, EMOTIONAL AND MENTAL MALADIES OF THE YOUTH; (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, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER CHARITABLE CAUSES AND PROJECTS THAT AID, ASSIST, AND CONTRIBUTE TO THE SUPPORT OF CORPORATIONS, TRUSTS, ASSOCIATIONS, AND FOUNDATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXES.
Expenses $2,396,336 · Revenue $1,850,004
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John SchwietzJOHN SCHWIETZ
CEO - CHARITIES
- Total calculated
- $403,013
- From this org
- $0
- From related orgs
- $370,458
- Other
- $32,555
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $370,458 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $10,350 related
- Nontaxable benefits
- $0 + $22,205 related
- Filer's total
- $0 + $403,013 related
-
Sue Mork Thru September 2024SUE MORK THRU SEPTEMBER 2024
CFO - CHARITIES
- Total calculated
- $265,142
- From this org
- $0
- From related orgs
- $247,481
- Other
- $17,661
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $247,481 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,007 related
- Nontaxable benefits
- $0 + $11,654 related
- Filer's total
- $0 + $265,142 related
-
Eric J NeetenbeekERIC J NEETENBEEK
PRESIDENT - CHARITIES
- Total calculated
- $217,612
- From this org
- $0
- From related orgs
- $191,989
- Other
- $25,623
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $191,989 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,760 related
- Nontaxable benefits
- $0 + $19,863 related
- Filer's total
- $0 + $217,612 related
-
Beth SchroederBETH SCHROEDER
COO
- Total calculated
- $161,769
- From this org
- $0
- From related orgs
- $152,555
- Other
- $9,214
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $152,555 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $4,577 related
- Nontaxable benefits
- $0 + $4,637 related
- Filer's total
- $0 + $161,769 related
-
Patricia LaruePATRICIA LARUE
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $191,378
- From this org
- $178,983
- From related orgs
- $0
- Other
- $12,395
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,983
- Bonus
- $0
- Other
- $0
- Deferred
- $5,369
- Nontaxable benefits
- $7,026
- Filer's total
- $191,378
-
Mike SendenMIKE SENDEN
CFO
- Total calculated
- $42,263
- From this org
- $0
- From related orgs
- $41,645
- Other
- $618
- Hours/week
- 4 + 36 related
-
Lauren HauterLAUREN HAUTER
CMO
- Total calculated
- $158,903
- From this org
- $147,649
- From related orgs
- $0
- Other
- $11,254
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,649
- Bonus
- $0
- Other
- $0
- Deferred
- $4,429
- Nontaxable benefits
- $6,825
- Filer's total
- $158,903
-
Tricia PelavaTRICIA PELAVA
CONTROLLER
- Total calculated
- $148,191
- From this org
- $129,051
- From related orgs
- $0
- Other
- $19,140
- Hours/week
- 40
-
Jim KasperJIM KASPER
IT MANAGER
- Total calculated
- $130,978
- From this org
- $121,117
- From related orgs
- $0
- Other
- $9,861
- Hours/week
- 40
-
Kimberly RamakerKIMBERLY RAMAKER
FUND ACCOUNTING MANAGER
- Total calculated
- $123,828
- From this org
- $114,040
- From related orgs
- $0
- Other
- $9,788
- Hours/week
- 40
-
John L CookJOHN L COOK
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Steven R JohnsonSTEVEN R JOHNSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Mary A HansonMARY A HANSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Sharon Barlow Thru April 2024SHARON BARLOW THRU APRIL 2024
WORTHY GRAND MATRON
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Dayton Berg Thru April 2024DAYTON BERG THRU APRIL 2024
GRAND MASTER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Cj BraseCJ BRASE
WORTHY GRAND MATRON
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Barbara BrihnBARBARA BRIHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Shawn CarrickSHAWN CARRICK
DEPUTY GRAND MASTER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Robert S DavisROBERT S DAVIS
SENIOR GRAND WARDEN
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
John GannJOHN GANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
David E OlsonDAVID E OLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
James H ProctorJAMES H PROCTOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Michael S RosenzweigMICHAEL S ROSENZWEIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Foster SolemFOSTER SOLEM
DEPUTY GRAND MASTER
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Kathleen TaylorKATHLEEN TAYLOR
MEMBER (NON-VOTING)
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
David S WethingDAVID S WETHING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 6 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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501(C)(3) · FUNDRAISING · MN
-
MINNESOTA MASONIC HOME CARE CENTER
501(C)(3) · NURSING HOME · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC CHARITIES FUNDS
501(C)(3) · INVESTMENTS · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC HOME CLUSTER HOMES
501(C)(3) · SENIOR HOUSING · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MASONIC CANCER CENTER FUND INC
501(C)(3) · FUNDRAISING · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC HISTORICAL SOCIETY AND MUSEUM
501(C)(3) · EDUCATION · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC CHARITIES HOLDING CORP
501(C)(2) · REAL ESTATE HOLDINGS · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS
501(C)(3) · CHILDREN'S SPEECH AND LANGUAGE CLINIC · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
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MINNESOTA MASONIC HISTORIC BUILDINGS
501(C)(3) · HISTORIC BUILDINGS · MN
Directly controlled by MINNESOTA MASONIC CHARITIES
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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MINNESOTA MASONIC HOME MANAGEMENT CONSULTING SERVICES
C · CONSULTING SERVICES · MN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543079349302389
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