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MASONIC FAMILY HEALTH FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MASONIC FAMILY HEALTH FOUNDATION (EIN 36-4397387)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243209349300119
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T23:14:59-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364397387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASONIC FAMILY HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMASOBusinessNameControlTxt
Phone6309295543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL HALVERSONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6309295543PhoneNum
Signature2022-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRACHELPersonFirstNm
Person LastHALVERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROBERT RYLOWICZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1836 WEST WELLINGTON AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,089,672GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHIS 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.ActivityOrMissionDesc
Voting Members Governing Body0VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI-$8,774TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,074NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$185,375PYContributionsGrantsAmt
CY Contributions Grants$50,184CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$3,526,660PYInvestmentIncomeAmt
CY Investment Income$9,227,649CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,712,035PYTotalRevenueAmt
CY Total Revenue$9,277,833CYTotalRevenueAmt
PY Grants And Similar Paid$671,975PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,031,459CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$23,500PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,603CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,729,131PYOtherExpensesAmt
CY Other Expenses$4,260,982CYOtherExpensesAmt
PY Total Expenses$4,424,606PYTotalExpensesAmt
CY Total Expenses$5,304,044CYTotalExpensesAmt
PY Revenues Less Expenses-$712,571PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,973,789CYRevenuesLessExpensesAmt
Total Assets BOY$113,245,896TotalAssetsBOYAmt
Total Assets EOY$127,837,780TotalAssetsEOYAmt
Total Liabilities BOY$3,861,868TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,439,968TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$109,384,028NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$123,397,812NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMASONIC 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,077,000ExpenseAmt
DescREQUIRED 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,031,459ExpenseAmt
Grant$1,031,459GrantAmt
DescTHIS 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,108,459TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members0GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATE AURORA HEALTH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6309296057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13075 HIGHLAND PARKWAY SUITE 600AddressLine1Txt
CityDOWNERS GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60515ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PERRY R PERO
CHAIRMAN, DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
ROBERT A RYLOWICZ
EXECUTIVE DIRECTOR, DIRECT1.000.00Yes (X)Yes (X)$30,000$0$0
STEVEN STONE
SECRETARY, DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
WILLIAM E TIENKEN
TREASURER, DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
CLIFTON TRUMAN DANIEL
VICE CHAIRMAN, DIRECTOR1.000.00Yes (X)Yes (X)$0$0$0
ROBERT ZADYLAK
DIRECTOR1.000.00Yes (X)$0$0$0
MICHAEL SWARZMAN
DIRECTOR1.0055.00Yes (X)$0$11,580$0
BARRY D WEER
DIRECTOR1.00Yes (X)$0$0$0
ANTHONY CRACCO
DIRECTOR1.00Yes (X)$0$0$0
ANDREW A KEPPY
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$11,580TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$50,184RelatedOrganizationsAmt
Total Contributions$50,184TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,198,350TotalRevenueColumnAmt
Unrelated Business Revenue-$8,774UnrelatedBusinessRevenueAmt
Exclusion$1,207,124ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$22,841,138SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,811,839SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,029,299SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,029,299TotalRevenueColumnAmt
Exclusion$8,029,299ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,277,833TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$8,774UnrelatedBusinessRevenueAmt
Exclusion$9,236,423ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,031,459TotalAmt
Program Services$1,031,459ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,603TotalAmt
Management And General$11,603ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$66,300TotalAmt
Management And General$66,300ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,200TotalAmt
Management And General$30,200ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,225TotalAmt
Management And General$14,225ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,884TotalAmt
Management And General$54,884ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,528TotalAmt
Management And General$7,528ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$4,077,000TotalAmt
Program Services$4,077,000ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,845TotalAmt
Management And General$10,845ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,304,044TotalAmt
Program Services$5,108,459ProgramServicesAmt
Management And General$195,585ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$178,880BOYAmt
EOY$4,076,821EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,921BOYAmt
EOY$20,163EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$109,486,803BOYAmt
EOY$119,276,730EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,376,440BOYAmt
EOY$4,170,112EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$194,852BOYAmt
EOY$293,954EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,245,896BOYAmt
EOY$127,837,780EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$83,016BOYAmt
EOY$69,014EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,778,852BOYAmt
EOY$4,370,954EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,861,868BOYAmt
EOY$4,439,968EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$331,113BOYAmt
EOY$605,268EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,052,915BOYAmt
EOY$122,792,544EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,384,028BOYAmt
EOY$123,397,812EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,245,896BOYAmt
EOY$127,837,780EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,973,789ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,039,995NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ANSHN
3631966293Yes (1)$0$5,108,459
MASONIC FAMILY HEALTH SERVICES
3637256347Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$5,108,459OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 1:NOT ALL OF THE ORGANIZATIONS SUPPORTED BY MFHF ARE LISTED BY NAME, BUT THEY ARE REFERENCED IN THE ORGANIZATION'S BY-LAWS BY TYPE. THE BY-LAWS STATE THAT MFHF'S PURPOSE IS "TO FURTHER THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF ILLINOIS MASONIC MEDICAL CENTER FOUNDATION ("IMMC FOUNDATION"),AN ILLINOIS NOT-FOR-PROFIT CORPORATION, AND OTHER ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OR 509(A)(2) OF THA INTERNAL REVENUE CODE OF 1986, AS AMENDED (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE"} OPERATING IN THE CHICAGO METROPOLITAN AREA OR OTHER AREAS OF THE MIDWEST THAT FURTHER THE PROMOTION OF HEALTH OR OTHER EDUCATIONAL OR CHARITABLE PURPOSES." THIS ORGANIZATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH 509(A)(1) AND 509(A)(2) ORGANIZATIONS
PART IV, SECTION B, LINE 2:MFHF ULILIZES THE BRIDGING RULE, AND EVEN THOUGH ADVOCATE NORTHSIDE HEALTH NETWORK DOES NOT CONTROL MFHF, BENEFITING ADVOCATE NORTHSIDE CARRIES OUT THE PURPOSES OF MASONIC FAMILY HEALTH SERVICES, MFHF'S CONTROLLING SUPPORTED ORGANIZATION.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,183,401BeginningYearBalanceAmt
End Year Balance$16,183,401EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,033,900BeginningYearBalanceAmt
Investment Earnings Or Losses$2,391,976InvestmentEarningsOrLossesAmt
Other Expenditures$242,475OtherExpendituresAmt
End Year Balance$16,183,401EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,336,836BeginningYearBalanceAmt
Investment Earnings Or Losses$2,211,705InvestmentEarningsOrLossesAmt
Other Expenditures$242,435OtherExpendituresAmt
End Year Balance$9,306,106EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,822,345BeginningYearBalanceAmt
Investment Earnings Or Losses-$243,064InvestmentEarningsOrLossesAmt
Other Expenditures$242,445OtherExpendituresAmt
End Year Balance$7,336,836EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,649,321BeginningYearBalanceAmt
Investment Earnings Or Losses$1,415,469InvestmentEarningsOrLossesAmt
Other Expenditures$242,445OtherExpendituresAmt
End Year Balance$7,822,345EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED DISTRIBUTION TO AHCN$4,077,000
OBLIGATION TO RETURN COLLATERAL UNDER SECURITIES$293,954
FieldValueIRS element (for citing)
Total Liability$4,370,954TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V LINE 4FormAndLineReferenceDesc
ExplanationEXPENDITURES OF INTEREST EARNED ON EACH ENDOWMENT FUND IS PER THE SPECIFICATIONS OF THE DONORS.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$2,818,718RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,818,718SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,818,718TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ADVOCATE ILLINOIS MASONIC MEDICAL CENTER
3075 HIGHLAND PARKWAY SUITE 600DOWNERS GROVEIL60515363297360501(C)(3)$694,459$0INDIGENT SERVICES
MERCY HOME FOR BOYS & GIRLS
1140 W JACKSONCHICAGOIL60607362171726501(C)(3)$15,000$0COMMUNITY HEALTHCARE, YOUTH PROGRAMS
THE BOULEVARD OF CHICAGO
542 S DEARBORN STE 300CHICAGOIL60605364075641501(C)(3)$12,000$0MEDICAL & HOUSING FOR HOMELESS
OLD IRVING PARK COMMUNITY CENTER
5425 W ADDISONCHICAGOIL60641331164946501(C)(3)$40,000$0FREE HEALTH CARE TO UNDERPRIVILEDGED
LAWRENCE HALL
4833 N FRANCISCOCHICAGOIL60625362167771501(C)(3)$30,000$0COMMUNITY ASSISTANCE FOR AT-RISK YOUTHS AND FAMILIES
METROPOLITAN FAMILY SERVICES
1 N DEARBORN STE 1000CHICAGOIL60602362167940501(C)(3)$25,000$0COMMUNITY SERVICES TO UNDERPRIVILEDGED
RETT SYNDROME
7325 N JANESWOODBRIDGEIL60517363837372501(C)(3)$15,000$0HEALTHCARE SERVICES
UNION LEAGUE BOYS & GIRLS CLUB
65 W JACKSON BLVDCHICAGOIL60604362167939501(C)(3)$25,000$0YOUTH SERVICES
ASPIRE
1815 S WOLF RDHILLSIDEIL60162362654558501(C)(3)$35,000$0ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES
GLENWOOD ACADEMY
500 W 187TH STGLENWOODIL60425362167087501(C)(3)$35,000$0YOUTH EDUCATION FOR GRADES 2-8
HONOR FLIGHT CHICAGO
9701 W HIGGINS STE 310ROSEMONTIL60018261978570501(C)(3)$50,000$0SERVICES FOR VETERANS
LUPUS SOCIETY OF ILLINOIS
411 S WELLS STE 503CHICAGOIL60607237287880501(C)(3)$25,000$0LUPUS AWARENESS, RESEARCH AND HEALTHCARE SERVICES
100 CLUB OF ILLINOIS
875 N MICHIGAN STE 1351CHICAGOIL60611366158087501(C)(3)$20,000$0SERVICES FOR FIRST RESPONDERS AND THEIR FAMILIES
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org14TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE BYLAWS PROVIDE FOR CORPORATE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AMASONIC FAMILY HEALTH FOUNDATION, INC. HAS A CORPORATE MEMBER WHO ELECTS ITS DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BPRIOR WRITTEN APPROVAL OF THE MEMBER OF THE CORPORATION, MASONIC FAMILY HEALTH SERVICES, IS REQUIRED BEFORE THE BOARD TAKES ANY OF THE FOLLOWING ACTIONS: THE INCURRENCE OF ANY DEBT OR OBLIGATION WHICH WOULD BIND OR OBLIGATE THE CORPORATION IN AN AGGREGATE AMOUNT EXCEEDING ONE MILLION DOLLARS; THE AMENDMENT OF THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS; THE MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES; OR THE SALE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR ANY SUBSIDIARY.
FORM 990, PART VI, SECTION B, LINE 11BADVOCATE'S TAX PREPARATION PROCESS INCLUDES ONGOING CONSULTATION WITH ITS OUTSIDE TAX CONSULTING FIRM AND TAX AND LEGAL COUNSEL, BOTH OF WHICH POSSESS EXPERTISE IN HEALTH CARE AND TAX-EXEMPT RETURN PREPARATION, TO ADVISE AND ASSIST WITH PREPARATION OF THE FORM 990. THESE ADVISORS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE, TAX, AND LEGAL ASSOCIATES AND OTHER MEMBERS OF THE ORGANIZATION'S TEAM ASSEMBLED TO PARTICIPATE IN THE PREPARATION OF THE FORM 990. MFHF'S EXECUTIVE DIRECTOR WAS CONSULTED IN THE PREPARATION OF THE FORM 990, AND HE REVIEWED THE PRELIMINARY TAX RETURN. THE FORM 990 WAS REVIEWED BY FINANCE MANAGEMENT, THE TAX MANAGER, THE VP OF FINANCE/CORPORATE CONTROLLER, THE CHIEF FINANCIAL OFFICER, AND ADVOCATE'S OUTSIDE TAX CONSULTING FIRM. PRIOR TO PRESENTING THE FORM 990 TO THE BOARD OF DIRECTORS, THE ORGANIZATION'S TEAM, INCLUDING ITS ADVISORS, MET FREQUENTLY TO DISCUSS AND REVIEW DRAFTS OF THE FORM 990. A COMPLETE COPY OF THE FINAL FORM 990 WAS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE THE FORM 990 WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE EXECUTIVE DIRECTOR SENDS THE CORPORATION'S CODE OF BUSINESS CONDUCT AND CONFLICT OF INTEREST POLICY TO ITS INTERESTED PERSONS. ALL PARTIES ARE REQUIRED TO READ AND PROVIDE A DISCLOSURE STATEMENT TO THE BOARD. ALL DISCLOSURES OF REAL OR APPARENT CONFLICTS OR DUALITIES OF INTEREST RECEIVED SHALL BE NOTED FOR THE RECORD IN THE MINUTES OF A MEETING OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON MARKET CONDITIONS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ADVOCATE NORTH SIDE HEALTH NETWORK
3075 HIGHLAND PARKWAYDOWNERS GROVEIL60515363196629HOSPITALIL501(C)(3)3AHHC0
MASONIC FAMILY HEALTH SERVICES
836 WEST WELLINGTON AVENUECHICAGOIL60657363725634SUPPORTING ORGANIZATIONIL501(C)(3)70N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ADVOCATE NORTH SIDE HEALTH NETWORK
B$694,459ACCRUAL BASIS
MASONIC FAMILY HEALTH SERVICES
C$5,139,459ACCRUAL BASIS
(no name)
ACCRUAL BASIS