Form 990 for tax year 2022
Filed by MASONIC FAMILY HEALTH FOUNDATION.
Totals
- Total revenue
- $1,601,516
- Total expenses
- $5,643,620
- Contributions and grants received
- $302,000
- Grants paid
- $810,542
- Program service revenue
- $0
- Investment income
- $1,299,516
- Other revenue
- $0
- Total assets, end of year
- $99,567,423
- Total liabilities, end of year
- $4,656,216
- Net assets or fund balances, end of year
- $94,911,207
- Program services expenses (Part IX)
- $5,396,542
- Management and general expenses
- $247,078
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,396,542
Program services were 95.6% 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.
-
1d · Related organizations
$302,000
-
3 · Investment income
total $1,278,229 · unrelated business $20,234 · excluded $1,257,995
-
7a · Gross sales of assets other than inventory
securities $21,842,224
-
7b · Less cost or other basis and sales expenses
securities $21,820,937
-
7c · Gain or loss
securities $21,287
-
7d · Net gain or loss
total $21,287 · excluded $21,287
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $810,542 · program services $810,542
-
5 · Compensation of officers, directors and key employees
total $25,000 · management and general $25,000
-
11a · Fees: management
total $82,867 · management and general $82,867
-
11b · Fees: legal
total $18,038 · management and general $18,038
-
11c · Fees: accounting
total $28,424 · management and general $28,424
-
11g · Fees: other
total $60,309 · management and general $60,309
-
13 · Office expenses
total $21,028 · management and general $21,028
-
19 · Conferences, conventions and meetings
total $262 · management and general $262
-
21 · Payments to affiliates
total $4,586,000 · program services $4,586,000
-
23 · Insurance
total $11,150 · management and general $11,150
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,076,821 · end of year $58,147
-
9 · Prepaid expenses and deferred charges
beginning of year $20,163 · end of year $7,648
-
11 · Investments: publicly traded securities
beginning of year $119,276,730 · end of year $95,862,788
-
12 · Investments: other securities
beginning of year $4,170,112 · end of year $3,638,840
-
15 · Other assets
beginning of year $293,954 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $69,014 · end of year $70,216
-
25 · Other liabilities
beginning of year $4,370,954 · end of year $4,586,000
-
27 · Net assets without donor restrictions
beginning of year $605,268 · end of year $479,929
-
28 · Net assets with donor restrictions
beginning of year $122,792,544 · end of year $94,431,278
Mission and programs · 2022
Mission
MASONIC FAMILY HEALTH FOUNDATION, INC. IS ORGANIZED EXCLUSIVELY TO FURTHER THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF MASONIC FAMILY HEALTH SERVICES, A TAX EXEMPT NOT-FOR-PROFIT ORGANIZATION, AND OTHER TAX-EXEMPT ORGANIZATIONS OPERATING IN THE CHICAGO METROPOLITAN AREA OR OTHER AREAS OF THE MIDWEST THAT FURTHER THE PROMOTION OF HEALTH OR OTHER EDUCATIONAL OR CHARITABLE PURPOSES.
Activities or mission (Part I)
THIS FOUNDATION IS ORGANIZED TO SUPPORT MASONIC FAMILY HEALTH SERVICES, AND OTHER TAX-EXEMPT ORGANIZATIONS OPERATING IN THE MIDWEST THAT FURTHER THE PROMOTION OF HEALTH OR OTHER EDUCATIONAL OR CHARITABLE PURPOSES.
-
REQUIRED DISTRIBUTION TO ADVOCATE NORTH SIDE HEALTH NETWORK, A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION, TO BE USED TO SUPPORT VARIOUS PROGRAMS, SERVICES, AND CAPITAL IMPROVEMENTS OF ADVOCATE AURORA HEALTH AT THE DISCRETION OF ADVOCATE'S MANAGEMENT.
Expenses $4,586,000
-
THIS EXPENSE SUPPORTS ADVOCATE NORTH SIDE HEALTH NETWORK HOSPITAL PROGRAMS, CAPITAL IMPROVEMENTS, AND SERVICES AS DEEMED APPROPRIATE OR NECESSARY BY ADVOCATE NORTH SIDE MANAGEMENT. THIS EXPENSE ALSO SUPPORTS THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF MASONIC FAMILY HEALTH SERVICES AND OTHER TAX-EXEMPT ORGANIZATIONS OPERATING IN THE CHICAGO METROPOLITAN AREA OF AREAS OF THE MIDWEST THAT FURTHERS THE PROMOTION OF HEALTH OR OTHER EDUCATIONAL OR CHARITABLE PURPOSES.
Expenses $810,542 · Grants $810,542
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ROBERT A RYLOWICZ
EXECUTIVE DIRECTOR, DIRECT
- Total calculated
- $63,525
- From this org
- $63,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
STEVEN STONE
SECRETARY, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM E TIENKEN
CHAIRMAN, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CLIFTON TRUMAN DANIEL
VICE CHAIRMAN, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT ZADYLAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL SWARZMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 55 related
-
BARRY D WEER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANTHONY CRACCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW A KEPPY
TREASURER, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS KLEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HARVEY WIGDOR DDS MS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 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
-
MASONIC FAMILY HEALTH SERVICES
$800,000
ASSIST WITH ORGANIZATION'S EXEMPT MISSION
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.
-
ADVOCATE NORTH SIDE HEALTH NETWORK
501(C)(3) · HOSPITAL · IL
Directly controlled by AHHC
-
MASONIC FAMILY HEALTH SERVICES
501(C)(3) · SUPPORTING ORGANIZATION · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323209349300912
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