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Nonprofiteer
← MINNESOTA MASONIC CHARITIES

Form 990 for tax year 2023

Filed by MINNESOTA MASONIC CHARITIES.

Totals

Total revenue
$838,955
Total expenses
$6,113,259
Contributions and grants received
$754,280
Grants paid
$3,232,078
Program service revenue
$0
Investment income
$0
Other revenue
$84,675
Total assets, end of year
$15,431,114
Total liabilities, end of year
$46,611,455
Net assets or fund balances, end of year
-$31,180,341
Program services expenses (Part IX)
$3,232,078
Management and general expenses
$2,457,641
Fundraising expenses
$423,540
Program service expenses (Part III)
$3,232,078

Program services were 52.9% 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.

  • 1c · Fundraising events

    $39,264

  • 1f · All other contributions, gifts and grants

    $715,016

  • 8a · Fundraising events: gross income

    $100,966

  • 8a · Fundraising events: contributions included on line 1c

    $39,264

  • 8b · Fundraising events: direct expenses

    $39,081

  • 8c · Net income from fundraising events

    total $61,885 · excluded $61,885

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $22,790 · excluded $22,790

  • 11e · Other revenue, total

    $22,790

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,212,203 · program services $2,212,203

  • 2 · Grants to domestic individuals

    total $1,019,875 · program services $1,019,875

  • 5 · Compensation of officers, directors and key employees

    total $1,102,959 · management and general $1,102,959

  • 7 · Other salaries and wages

    total $766,735 · management and general $405,198 · fundraising $361,537

  • 8 · Pension plan contributions

    total $14,692 · management and general $14,692

  • 9 · Other employee benefits

    total $18,448 · management and general $18,448

  • 10 · Payroll taxes

    total $74,531 · management and general $74,531

  • 11a · Fees: management

    total $249,996 · management and general $249,996

  • 11b · Fees: legal

    total $14,152 · management and general $14,152

  • 11c · Fees: accounting

    total $108,068 · management and general $108,068

  • 13 · Office expenses

    total $164,227 · management and general $164,227

  • 16 · Occupancy

    total $96,739 · management and general $96,739

  • 17 · Travel

    total $50,222 · management and general $27,443 · fundraising $22,779

  • 19 · Conferences, conventions and meetings

    total $63,529 · management and general $45,564 · fundraising $17,965

  • 22 · Depreciation, depletion and amortization

    total $8,630 · management and general $8,630

  • 24a · Other expenses: MISCELLANEOUS

    total $58,142 · management and general $58,142

  • 24b · Other expenses: EVENTS

    total $56,409 · management and general $35,150 · fundraising $21,259

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $33,702 · management and general $33,702

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,022,487 · end of year $522,077

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,259 · end of year $26,010

  • 10a · Land, buildings and equipment: cost or other basis

    $57,123

  • 10b · Land, buildings and equipment: accumulated depreciation

    $15,622

  • 10c · Land, buildings and equipment, net

    beginning of year $28,909 · end of year $41,501

  • 15 · Other assets

    beginning of year $14,003,305 · end of year $14,841,526

  • 17 · Accounts payable and accrued expenses

    beginning of year $386,469 · end of year $459,165

  • 18 · Grants payable

    beginning of year $42,721,608 · end of year $37,016,896

  • 25 · Other liabilities

    beginning of year $7,632,029 · end of year $9,135,394

  • 27 · Net assets without donor restrictions

    beginning of year -$39,389,017 · end of year -$35,905,212

  • 28 · Net assets with donor restrictions

    beginning of year $4,724,871 · end of year $4,724,871

Mission and programs · 2023

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)

SUPPORT, PLANNING, AND SUPERVISION OF AFFILIATED 501(C)(3) EXEMPT ORGANIZATIONS

  • 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.

    Expenses $3,232,078 · Grants $3,232,078

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Eric J Neetenbeek

    PRESIDENT/CEO - CHARITIES

    Total calculated
    $464,772
    From this org
    $430,564
    From related orgs
    $0
    Other
    $34,208
    Hours/week
    40 + 36 related

    Schedule J breakdown matched by us

    Base
    $345,564
    Bonus
    $85,000
    Other
    $0
    Deferred
    $16,678
    Nontaxable benefits
    $17,530
    Filer's total
    $464,772
  • John Schwietz

    COO - CHARITIES

    Total calculated
    $388,270
    From this org
    $356,108
    From related orgs
    $0
    Other
    $32,162
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $257,812
    Bonus
    $98,296
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $22,262
    Filer's total
    $388,270
  • Sue Mork

    CFO - CHARITIES

    Total calculated
    $249,917
    From this org
    $224,702
    From related orgs
    $0
    Other
    $25,215
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $199,702
    Bonus
    $25,000
    Other
    $0
    Deferred
    $7,865
    Nontaxable benefits
    $17,350
    Filer's total
    $249,917
  • Lauren Hauter

    DIRECTOR OF MARKETING AND COMMUNICATIONS

    Total calculated
    $148,856
    From this org
    $132,861
    From related orgs
    $0
    Other
    $15,995
    Hours/week
    40
  • Marcus Mueller

    FUND DEVELOPMENT MANAGER

    Total calculated
    $141,350
    From this org
    $122,907
    From related orgs
    $0
    Other
    $18,443
    Hours/week
    40
  • Paul C Himmler

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • John L Cook

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Mary A Hanson

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Steven R Johnson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Sharon Barlow

    WORTHY GRAND MATRON

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Dayton L Berg

    GRAND MASTER

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Barbara Brihn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Robert L Darling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Robert S Davis

    SENIOR GRAND WARDEN

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Robert L Fendler

    DIRECTOR (THRU APRIL 2023)

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Tony R Krall

    DIRECTOR (THRU APRIL 2023)

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • G Roger McNear III

    DIRECTOR (THRU APRIL 2023)

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • David E Olson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • James H Proctor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Michael S Rosenzweig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Foster Solem

    DEPUTY GRAND MASTER

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • David S Wething

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related
  • Pam J Willette

    DIRECTOR (THRU APRIL 2023)

    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

  • 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

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION 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

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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.

  • MINNESOTA MASONIC HOMES MANAGEMENT CONSULTING SERVICES

    C · CONSULTING SERVICES · MN · 100% owned · controlled entity

    Directly controlled by MINNESOTA MASONIC CHARITIES

Provenance

Return type
form_990
Tax year
2023
Filed
23 October 2024
IRS schema version
2023v5.1
Source object
202432979349301438

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