2021-05-17T12:25:58-05:00 2020-06-30 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2019-07-01 430653370 MASONIC HOME OF MISSOURI MASO 5738144663 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 BARBARA RAMSEY EXECUTIVE DIRECTOR 5738144663 2021-05-14 1 RYAN HENRY P01749573 5734426171 2019 2022-09-23 18:48:47Z BARRY V CUNDIFF 6033 MASONIC DRIVE NO STE A COLUMBIA MO 65202 103451260 0 X HTTP://WWW.MOHOME.ORG X 1889 MO THE MASONIC HOME PROVIDES ASSISTANCE TO MISSOURI MASTER MASONS, THEIR WIVES OR WIDOWS, FEMALE MEMBERS OF THE ORDER OF THE EASTERN STAR AND MASONIC CHILDREN. ASSISTANCE IS ALSO PROVIDED STATEWIDE TO CHILDREN THROUGH A PARTNERSHIP WITH MISSOURI LODGES AND CHAPTERS WHO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS. IN ADDITION, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO HELP GIVE VETERANS THE OPPORTUNITY TO VISIT THEIR MEMORIAL THROUGH THE HONOR FLIGHT PROGRAM OR TO ACTIVE MILITARY THROUGH CARE PACKAGES. IT IS THE GOAL OF THE MASONIC HOME TO REACH OUT STATEWIDE FINANCIALLY AND NON-FINANCIALLY TO THOSE ELIGIBLE APPLICANTS IN DISTRESS THROUGH THE OUTREACH SERVICES PROGRAMS. 13 13 19 272 0 0 1170931 1149175 0 0 6741449 4272240 -36630 -43219 7875750 5378196 1330814 1441500 0 0 961572 1000620 0 0 573482 1689072 1648860 3981458 4090980 3894292 1287216 156235483 159016908 282306 218692 155953177 158798216 X TO ASSIST ELIGIBLE ADULTS AND CHILDREN IN NEED BY PRACTICING THE PRINCIPLES OF FREEMASONRY. 0 0 2791874 1441500 THE LIVES OF OVER 25,000 INDIVIDUALS WERE IMPACTED WITH OVER $1.4 MILLION IN DIRECT FINANCIAL ASSISTANCE PROVIDED BY THE MASONIC HOME DURING TAX YEAR 2019. THE LIVES OF OVER 14,800 CHILDREN AND 51 VETERANS WERE IMPACTED THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING, WHILE 100 INDIVIDUALS AND MASONIC CHILDREN RECEIVED FINANCIAL ASSISTANCE. IN ADDITION, THE MASONIC HOME TOUCHED THE LIVES OF OVER 10,045 INDIVIDUALS THROUGH NON-FINANCIAL PROGRAMS. THE MASONIC HOME'S 10 OUTREACH PROGRAMS INCLUDE 3 FINANCIAL ASSISTANCE PROGRAMS, 3 PARTNERSHIP PROGRAMS, AND 4 RECOGNITION AND RESOURCE PROGRAMS. THE FINANCIAL PROGRAMS INCLUDE LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, AND CHILDREN'S OUTREACH. 83 MASONIC-AFFILIATED ADULTS AND CHILDREN RECEIVED FINANCIAL ASSISTANCE TO MEET THEIR MONTHLY NEEDS OR FOR MEDICAL AND OTHER EXPENSES.THE PARTNERSHIP PROGRAMS INCLUDE CREATING-A-PARTNERSHIP, PARTNERING TO HONOR, AND MASONIC FAMILY CARES. APPROXIMATELY 14,834 CHILDREN STATEWIDE RECEIVED ASSISTANCE THROUGH INDIVIDUAL AND PROJECT-BASED FUNDING WITHIN THE CREATING-A-PARTNERSHIP PROGRAM. THROUGH THIS PROGRAM, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO IDENTIFY CHILDREN IN NEED OF SCHOOL SUPPLIES, WINTER ATTIRE AND OTHER ITEMS OR PROJECTS AND WORKS WITH THE LODGE OR CHAPTER TO MEET THESE NEEDS. THROUGH THE PARTNERING TO HONOR PROGRAM, THE MASONIC HOME PARTNERS WITH MISSOURI LODGES AND CHAPTERS TO HELP GIVE VETERANS THE OPPORTUNITY TO VISIT THEIR MEMORIAL THROUGH THE HONOR FLIGHT PROGRAM OR TO ACTIVE MILITARY THROUGH CARE PACKAGES. 51 VETERANS' LIVES WERE TOUCHED THROUGH THIS PROGRAM. THE MASONIC FAMILY CARES PROGRAM HELPS FACILITATE CONNECTIONS BETWEEN LODGES AND CHAPTERS AND THE MASONIC BROTHERS AND SISTERS IN THEIR COMMUNITIES. WHEN A NEED ARISES, THE MASONIC HOME PROVIDES PROJECT FUNDING, WHILE THE LODGES AND CHAPTERS PERFORM THE WORK. OVER 10,000 LIVES WERE TOUCHED THROUGH THE RECOGNITION AND RESOURCE PROGRAMS WHICH INCLUDE: SOCIAL SERVICES, FINANCIAL EDUCATION, THE WIDOWS PROGRAM, AND THE VETERANS PROGRAM. THESE PROGRAMS ARE DESIGNED TO ASSIST MASONS, THEIR WIVES OR WIDOWS, OR LADIES OF THE EASTERN STAR BY LOCATING SERVICES, PROVIDING EDUCATION ON BASIC PERSONAL FINANCE, HONORING VETERANS, ACTIVE MILITARY AND MASONIC WIDOWS, AND INFORMING INDIVIDUALS OF THE FINANCIAL AND NON-FINANCIAL SERVICES OF THE MASONIC HOME, SHOULD THEY FIND THEMSELVES IN NEED. 2791874 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 32 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 1 1 1 1 0 X X JODI BLAKE DIRECTOR OF FINANCE 5738144663 6033 MASONIC DRIVE SUITE A COLUMBIA MO 65202 STANTON T BROWN II HONORARY CHAIRMAN 2.00 25.00 X X 0 0 0 ROBERT GEPHARDT DIRECTOR 1.50 X 0 0 0 BARRY V CUNDIFF PRESIDENT 2.00 3.00 X X 0 0 0 MICHAEL FLAGG SECRETARY 4.00 X X 0 0 0 TAZ MEYER TREASURER 4.00 1.00 X X 0 0 0 JEFFREY QUIBELL DIRECTOR 0.50 X 0 0 0 JEFFREY HENTY DIRECTOR 1.00 1.00 X 0 0 0 TY G TREUTELAAR VICE PRESIDENT 10.00 25.00 X X 0 0 0 JAMES D JEFFERS DIRECTOR 0.50 X 0 0 0 RICHARD W KAESER JR DIRECTOR 1.00 3.00 X 0 800 0 DAVID POWELL DIRECTOR 1.75 X 0 0 0 MICHAEL D VOYLES DIRECTOR 2.00 X 0 0 0 CHARLIE WIEGERT DIRECTOR 2.00 3.00 X 0 0 0 BARBARA A RAMSEY EXECUTIVE DIRECTOR 40.00 X 110008 0 15799 JODI M BLAKE DIRECTOR OF FINANCE & DEVE 40.00 X 96776 0 27289 206784 800 43088 1 0 0 0 INTEGRATED FACILITY SERVICES 1055 CASSENS INDUSTRIAL CT FENTON MO 63026 HVAC RENNOVATION 1610493 CENTRAL TRUST COMPANY 720 E BROADWAY COLUMBIA MO 65205 INVESTMENT MANAGEMENT 152736 COMMERCE TRUST COMPANY 901 E BROADWAY COLUMBIA MO 65205 INVESTMENT MANAGEMENT 144858 COLUMBIA MARKETING GROUP 300 ST JAMES ST STE 103 COLUMBIA MO 65201 DESIGN AND PRINT SERVICES 105099 4 18090 1131085 245122 1149175 3290526 3290526 5192 5192 27209 65359 -38150 -38150 -38150 98963332 97981618 981714 981714 981714 15592 18090 26087 -10495 -10495 MISCELLANEOUS 900099 234 234 234 5378196 0 0 4229021 331060 331060 1110440 1110440 258545 98650 51709 108186 558215 296684 106487 155044 36153 16836 10130 9187 91570 56598 10720 24252 56137 27707 11003 17427 20867 3201 16266 1400 45358 4741 38911 1706 311336 207557 103779 33711 29823 3888 67407 17464 23262 26681 60877 21585 15918 23374 130272 56917 63518 9837 44070 12076 22127 9867 11491 2873 3283 5335 400233 217807 162245 20181 116282 25203 86266 4813 MEMBER LISTING - GRAND 250000 146480 103520 PUBLICATIONS 141966 101905 40061 DONOR RECOGNITION 8500 8500 CLIENT SERVICES 3460 3460 3030 2807 223 4090980 2791874 725624 573482 54972 1099388 4515263 4612455 1464704 1371037 56196 58827 172888 244828 14712285 5810960 8644713 8901325 138359703 139620414 2967044 3108634 156235483 159016908 184614 101923 97692 116769 282306 218692 X 81898942 84991391 74054235 73806825 155953177 158798216 156235483 159016908 X 1287216 1565850 -8027 X X 0 1 X 1 0 X 1739918 1136062 1057963 1170931 1149175 6254049 1739918 1136062 1057963 1170931 1149175 6254049 6254049 3462844 3438975 3211808 3413725 3322927 16850279 36146 34198 40295 34690 15826 161155 23265483 0.26880 0.27780 X 1. 26 FR SECTION 1.170A-9(F)(3)(I) 10% SUPPORT LIMITATION: THE MASONIC HOME OF MISSOURI ("THE MASONIC HOME") HAS CONSISTENTLY SATISFIED THE 33 1/3 % REQUIREMENT SINCE QUALIFYING FOR PUBLIC CHARITY STATUS WITH THE EXCEPTION OF RECENT YEARS. DURING THESE YEAR, THE MASONIC HOME NEVER FAILED BY A MARGIN EXCEEDING 5.55%. AT THE END OF TAX YEAR 2018, THE MASONIC HOME HAS AGAIN FAILED THIS TEST FOR TWO CONSECUTIVE YEARS, BY MARGINS OF 6.45%. ALTHOUGH TOTAL DONATIONS HAVE GENERALLY INCREASED EACH YEAR DURING THE PERIOD IN QUESTION, INVESTMENT INCOME HAS INCREASED AS WELL, DILUTING ANY INCREASE IN THE PERCENTAGE OF TOTAL REVENUE COMING FROM DIRECT CONTRIBUTIONS. IN ADDITION, AS OUTLINED IN ITEM 3 BELOW, 31% OF TOTAL INCOME CAME FROM INCOME EARNED ON ENDOWMENTS ORIGINALLY CONTRIBUTED BY HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME. IF TAKEN INTO CONSIDERATION AND ADDED TO THE CURRENT PUBLIC SUPPORT OF 26.88%, THE TOTAL PUBLIC SUPPORT PERCENTAGE WOULD BE OVER 58%. 2. PARAGRAPH (F)(3)(II) ATTRACTION OF PUBLIC SUPPORT: THE MASONIC HOME'S FUNDRAISING DEPARTMENT CONSISTS OF TWO COMPONENTS: ANNUAL GIVING AND MAJOR GIVING, WITH A DEDICATED STAFF PERSON FOR EACH PROGRAM. THE ANNUAL GIVING PROGRAM INCLUDES MULTIPLE FORMAL AND CONTINUOUS FUNDRAISING EVENTS AND OPPORTUNITIES. DURING A TYPICAL YEAR, THE MASONIC HOME CONDUCTS TWO DIRECT MAIL APPEALS (ONE IN THE SPRING AND ONE DURING THE HOLIDAYS) AND HOLDS TWO FUNDRAISERS: A CHARITY GOLF TOURNAMENT AND A FUNDRAISING DINNER. REGIONAL FUNDRAISING EVENTS ARE HELD EACH YEAR AS WELL. THE ANNUAL GOLF TOURNAMENT IS SUPPORTED BY BOTH MASONIC-AFFILIATED AND UNAFFILIATED LOCAL AND STATEWIDE BUSINESSES AND ORGANIZATIONS. THE MASONIC HOME OFFERS MULTIPLE GIVING OPPORTUNITIES THROUGHOUT THE YEAR, INCLUDING GRANITE STONES AVAILABLE FOR ENGRAVING IN THE SQUARE & COMPASS COURTYARD. MEMBERS OF THE MASONIC FRATERNITY CAN ALSO DONATE VIA THE PENNY-A-DAY PROGRAM THROUGH THEIR ANNUAL DUES. THE MASONIC HOME RECEIVES MEMORIAL DONATIONS FOR DECEASED MEMBERS, AND HAS BEEN INCLUDED IN THE WILLS AND TRUSTS OF MANY INDIVIDUALS OVER THE YEARS. THE MASONIC HOME CONTINUES TO WORK DILIGENTLY TO EXPAND AND ENHANCE THE VARIOUS COMPONENTS OF THE ANNUAL GIVING PROGRAM. THE SECOND COMPONENT OF THE FUNDRAISING DEPARTMENT IS THE MAJOR GIVING PROGRAM. A DEDICATED STAFF PERSON FOCUSES ON BUILDING RELATIONSHIPS WITH DONORS TO SECURE LARGER GIFTS, BOTH AT THE PRESENT TIME AND IN THE FUTURE THROUGH WILLS AND BEQUESTS. TO ENCOURAGE PARTICIPATION IN OUR ANNUAL AND MAJOR GIVING PROGRAMS, WE OFFER VARIOUS TYPES OF DONOR RECOGNITION. "THE TRUMAN CLUB" RECOGNIZES INDIVIDUAL DONORS FOR THEIR COMMITMENT TO THE MASONIC HOME THROUGH MULTIPLE TYPES OF RECOGNITION, INCLUDING PERMANENT RECOGNITION ON THE TRUMAN CLUB DONOR WALL LOCATED AT THE MASONIC COMPLEX. IN ADDITION, THE MASONIC HOME OFFERS RECOGNITION TO THOSE INDIVIDUALS WHO HAVE REMEMBERED THE MASONIC HOME IN THEIR WILL OR OTHER PLANNED GIFT THROUGH "THE VERN H. SCHNEIDER LEGACY SOCIETY". THESE INDIVIDUALS ALSO RECEIVE PERMANENT RECOGNITION AT THE MASONIC COMPLEX BY HAVING THEIR NAME ENGRAVED ON A LEAF OF THE SCHNEIDER LEGACY SOCIETY TREE. FINALLY, "THE VINCIL SOCIETY" RECOGNIZES MASONIC LODGES, EASTERN STAR CHAPTERS AND OTHER ORGANIZATIONS AND BUSINESSES FOR THEIR FINANCIAL SUPPORT, THROUGH AWARD PRESENTATIONS AS WELL AS PERMANENT RECOGNITION ON THE VINCIL SOCIETY DONOR WALL LOCATED AT THE MASONIC COMPLEX. 3. PARAGRAPH (F)(3)(III)(A) PERCENTAGE OF FINANCIAL SUPPORT: THROUGHOUT ITS HISTORY, MASONIC HOME HAS GENERALLY ENDED EACH YEAR EITHER ABOVE OR VERY CLOSE TO THE 33 1/3 PERCENT TEST, WELL ABOVE THE 10 PERCENT REQUIRED FOR THIS EXCEPTION. THE PERCENTAGE OF PUBLIC SUPPORT OF THE MASONIC HOME HAS, FOR MANY YEARS, BEEN SIGNIFICANTLY IMPACTED BY THE STRONG PERFORMANCE OF AND INCOME EARNED ON INVESTMENTS. THE FOLLOWING INFORMATION IS CONSISTENT WITH PRIOR YEARS. TOTAL INVESTMENT INCOME ACCOUNTS FOR 99% OF NON-PUBLIC SUPPORT INCOME. INCOME ON ENDOWMENTS RECEIVED FROM HUNDREDS OF INDIVIDUAL DONORS OVER MORE THAN A 100-YEAR TIMEFRAME ACCOUNTS FOR 43% OF TOTAL INVESTMENT INCOME. INVESTMENT INCOME MADE UP 72% OF TOTAL INCOME. 31% OF TOTAL INCOME CAME FROM ENDOWMENTS FUNDED BY HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME. BECAUSE THE MASONIC HOME HAS BEEN CONSERVATIVE IN ITS INVESTMENT APPROACH AND HAS BEEN FOCUSED ON BOTH GROWTH AND INCOME, THE PORTFOLIOS HAVE GROWN AND HAVE PROVIDED MORE AND MORE INCOME OVER THE YEARS. AS A RESULT, THE DOLLAR AMOUNT OF PUBLIC SUPPORT REQUIRED TO MEET THE 33 1/3 TEST HAS CONTINUED TO GROW HIGHER EACH YEAR, CAUSING IT TO BECOME INCREASINGLY MORE DIFFICULT TO OBTAIN CONSISTENTLY. AS STATED, INCOME EARNED OFF OF THE ENDOWMENT DONATIONS OF HUNDREDS OF INDIVIDUALS OVER A 100-YEAR TIMEFRAME COMPOSED 31% OF TOTAL INCOME. IF THIS INCOME WAS ALLOWED TO BE INCLUDED IN PUBLIC SUPPORT, BECAUSE THE UNDERLYING DONATION WAS ITSELF, BY DEFINITION, PUBLIC SUPPORT, THE MASONIC HOME WOULD HAVE ENDED THE 2019 YEAR WITH 58% IN PUBLIC SUPPORT. 4. PARAGRAPH (F)(3)(III)(B) SOURCES OF SUPPORT: THE MASONIC HOME RECEIVES SUPPORT FROM MASONS, EASTERN STAR MEMBERS, NON-MASONIC INDIVIDUALS, AND CORPORATIONS. AN ESTIMATED 13,000 MASONIC AND NON-MASONIC INDIVIDUALS, ORGANIZATIONS, AND BUSINESSES FINANCIALLY SUPPORTED THE MASONIC HOME DURING THE FIVE-YEAR PERIOD IN QUESTION. THIS INCLUDES APPROXIMATELY 3030 INDIVIDUALS AND ORGANIZATIONS VIA DIRECT DONATIONS, 245 LOCAL AND NATIONAL BUSINESSES, AND NEARLY 10,000 MASONS AND EASTERN STAR MEMBERS THROUGH THE PENNY-A-DAY PROGRAM. THE MASONIC HOME REACHES OUT TO ALL MISSOURI MASONS AND RECEIVES DONATIONS FROM A LARGE PERCENTAGE OF THEM IN SOME WAY. BASED ON AVERAGE ANNUAL MEMBERSHIP, OVER THE 5-YEAR PERIOD, APPROXIMATELY 34% OF DUES PAYING MASONS AND 10% OF THE TOTAL EASTERN STAR MEMBERSHIP FINANCIALLY SUPPORTED THE MASONIC HOME. IN ADDITION, THE MASONIC HOME RECEIVES OCCASIONAL DONATIONS FROM INDIVIDUALS THAT HAVE DESIGNATED THE MASONIC HOME IN THEIR ESTATE OR TRUST. THE MASONIC HOME HAS BEEN PROVIDING SERVICES FOR OVER 130 YEARS, EVOLVING FROM BRICKS-AND-MORTAR BEGINNING IN 1889 TO 100% OF SERVICES PROVIDED THROUGH TEN PROGRAMS WITHIN THE OUTREACH PROGRAM BY TAX YEAR 2019. DURING THE YEAR, THE MASONIC HOME ASSISTED 99 MASONIC-AFFILIATED INDIVIDUALS AND NEARLY 15,000 NON-MASONIC CHILDREN. OVER THE PAST FIVE YEARS, THE MASONIC HOME ASSISTED 283 MASONIC-AFFILIATED INDIVIDUALS AND OVER 70,000 NON-MASONIC CHILDREN THROUGHOUT THE STATE. 5. PARAGRAPH (F)(3)(III)(C) REPRESENTATIVE GOVERNING BODY: THE MEMBERS OF THE MASONIC HOME BOARD OF DIRECTORS ARE ELECTED BASED ON THE BY-LAWS OF THE MASONIC HOME OF MISSOURI AND OF THE GRAND LODGE OF MISSOURI. THE TOP FIVE OFFICERS REPRESENT THE LEADERSHIP OF THE GRAND LODGE OF MISSOURI. THE REMAINING EIGHT MEMBERS ARE ELECTED DURING THE ANNUAL COMMUNICATION OF THE GRAND LODGE AND ARE CHOSEN GEOGRAPHICALLY TO REPRESENT EACH AREA OF THE STATE. 6. PARAGRAPH (F)(3)(III)(D)(1) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: THE MASONIC HOME PROVIDES SERVICES THROUGH TEN DISTINCT PROGRAMS: THREE FINANCIAL ASSISTANCE PROGRAMS, THREE PARTNERSHIP PROGRAMS AND FOUR RECOGNITION AND RESOURCE PROGRAMS. PROGRAMS ARE AVAILABLE TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE, YEAR-ROUND. THE MASONIC HOME PROVIDES FINANCIAL ASSISTANCE ON AN ON-GOING MONTHLY BASIS OR FOR ONE-TIME NEEDS. THE MASONIC HOME ASSISTED 50 INDIVIDUALS ON A MONTHLY BASIS DURING 2019. OF THOSE, 22% WERE ASSISTED FOR A PERIOD OF 6 TO 11 CONTINUOUS MONTHS, AND 66% WERE ASSISTED FOR A PERIOD OF 12 MONTHS OR MORE. 7. PARAGRAPH (F)(3)(III)(D)(3)(I) PARTICIPATION BY MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWLEDGE, PUBLIC OFFICIALS, OR CIVIC COMMUNITY LEADERS: THROUGH THE CREATING-A-PARTNERSHIP PROGRAM, THE MASONIC HOME PARTNERS WITH LODGES AND CHAPTERS THROUGHOUT THE STATE TO HELP CHILDREN IN NEED. THROUGH THIS PROGRAM, THE MASONIC HOME WORKS WITH PUBLIC SCHOOLS, FOOD BANKS, CHURCHES, BACKPACK PROGRAMS, AND OTHER CHARITABLE GROUPS THROUGHOUT THE STATE OF MISSOURI. IN ADDITION, THROUGH THE PARTNERING TO HONOR PROGRAM, THE MASONIC HOME PARTNERS WITH HONOR FLIGHT TO HELP FUND THE COSTS OF VETERANS VISITING THEIR MEMORIALS IN WASHINGTON, D.C. 8. PARAGRAPH (F)(3)(III)(D)(3)(II) MAINTENANCE OF A DEFINITIVE PROGRAM OF CHARITABLE WORK: THE MASONIC HOME OFFERS TEN DISTINCT PROGRAMS THAT ARE AVAILABLE YEAR-ROUND TO MEMBERS AND NON-MEMBERS, WHERE APPLICABLE. THE THREE FINANCIAL ASSISTANCE PROGRAMS INCLUDE: LONG-TERM FINANCIAL ASSISTANCE, SHORT-TERM FINANCIAL ASSISTANCE, AND CHILDREN'S OUTREACH. THE THREE PARTNERSHIP PROGRAMS INCLUDE: CREATING-A-PARTNERSHIP, PARTNERING-TO-HONOR, AND MASONIC FAMILY CARES. THE FOUR RECOGNITION AND RESOURCE PROGRAMS INCLUDE: SOCIAL SERVICES, WIDOWS PROGRAM, VETERANS PROGRAM, AND FINANCIAL EDUCATION. THE CASELOAD IS HANDLED BY SIX EMPLOYEES, COMPRISED OF THREE FINANCIAL ASSISTANCE CASEWORKERS, TWO PARTNERSHIP PROGRAM COORDINATORS, AND ONE ACCREDITED FINANCIAL COUNSELOR. OVER 25,000 INDIVIDUAL LIVES WERE IMPACTED THROUGH ALL PROGRAMS COMBINED. 9. PARAGRAPH (F)(3)(III)(E)(3) APPEAL OF ORGANIZATIONS ACTIVITIES TO PERSONS HAVING SOME BROAD COMMON INTEREST OR PURPOSE: THE ACTIVITIES OF THE ORGANIZATION APPEAL TO THOSE THAT ARE INTERESTED IN THE WELL-BEING OF THOSE WITH FINANCIAL DIFFICULTIES, SPECIFICALLY CHILDREN, THE ELDERLY, FAMILIES WITH CHILDREN, INDIVIDUALS THAT HAVE FALLEN ON HARD TIMES (LOSS OF JOB, MEDICAL EMERGENCY, ETC.), AND THOSE THAT NEED ASSISTANCE LEARNING BASIC PERSONAL FINANCE SKILLS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 65260656 0 2668084 1470429 147036 66311275 61801932 100 5087665 1478449 150592 65260656 58742625 100 4577533 1361114 157212 61801932 55737897 225 4627611 1484466 138642 58742625 55870522 121875 1444291 1566785 132006 55737897 0.00000 0.46870 0.53140 0 0 575058 575058 12645161 4777478 7867683 269284 270757 -1473 1222782 762725 460057 8901325 ACCRUED PAYROLL AND PAYROLL TAXES 111746 CHARITABLE GIFT ANNUITY LIABILITY 5023 116769 6716129 1565850 -8027 1557823 5158306 311336 -91446 219890 5378196 3871090 91446 91446 3779644 311336 311336 4090980 PART V, LINE 4: INCOME (INTEREST AND DIVIDENDS, NET OF FEES) GENERATED FROM THE ENDOWMENT FUNDS IS USED TO HELP FUND OPERATING EXPENSES, WHICH MAY INCLUDE MANAGEMENT AND GENERAL EXPENSES, FUNDRAISING EXPENSES AND/OR PROGRAM EXPENSES NOT OTHERWISE SUPPORTED THROUGH DONATIONS. IT IS THE POLICY OF THE MASONIC HOME THAT THE APPRECIATION OF THE ORIGINAL GIFTS NOT BE EXPENDED, EXCEPT IN THE CASE OF A CATASTROPHIC EVENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -8,027. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -65,359. FUNDRAISING EXPENSES -26,087. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 65,359. FUNDRAISING EXPENSES 26,087. GOLF TOURNAMENT 3160 800 2360 761 DONOR DINNER 27517 14285 13232 18685 22998 1 3005 3005 1505 2328 33682 18090 15592 20190 26087 46277 -30685 1 FIRST CHRISTIAN CHURCH SHEPARD'S PACK 500 S MADISON AVE LEBANON MO 65536 440581497 501(C)(3) 20000 ASSISTED APPROX 1,333 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM MARSHFIELD R-1 650 N LOCUST MARSHFIELD MO 65706 446006015 10000 ASSISTED APPROX 667 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. MARCELINE R-V 420 E CALIFORNIA MARCELINE MO 64658 436002173 5600 ASSISTED APPROX 373 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. LOGAN-ROGERSVILLE PTA C/O MISSOURI PTA 2101 BURLINGTON ST ST COLUMBIA MO 65202 430657947 501(C)(3) 8000 ASSISTED 200 CHILDREN BY PROVIDING SHOES. LATHROP FOOD PANTRY 400 CENTER ST LATHROP MO 64465 431075588 14370 ASSISTED APPROX 958 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. NEVADA R-V SCHOOL DISTRICT 800 W HICKORY NEVADA MO 64772 446003641 6289 ASSISTED 117 CHILDREN BY PROVIDING COATS, CLOTHING AND SHOES. BRANSON UNITED METHODIST CHURCH 1208 W 76 COUNTRY BLVD BRANSON MO 65616 431133688 5000 ASSISTED 200 CHILDREN BY PROVIDING SOCKS AND UNDERGARMENTS. FOUNDATION FOR SPRINGFIELD PUBLIC SCHOOLS 1131 N BOONVILLE SPRINGFIELD MO 65802 431560366 5388 ASSISTED 215 CHILDREN BY PROVIDING COATS. THE DACY FOUNDATION FOR CHILDREN 211 N MYRTLE ST PIERCE CITY MO 65723 161634544 13600 ASSISTED APPROX 906 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. HONOR FLIGHT OF THE OZARKS PO BOX 3964 SPRINGFIELD MO 65808 900937752 10000 PROVIDED FUNDING TO ALLOW 33 VETERANS TO VIEW THEIR MEMORIAL THROUGH HONOR FLIGHT PROGRAM. JOPLIN SCHOOL DISTRICT 825 S PEARL AVE JOPLIN MO 64801 446003106 8000 ASSISTED APPROX 477 CHILDREN BY PROVIDING FUNDS FOR THEIR BUS SAFETY PROGRAM. TURNEY UNITED METHODIST CHURCH PO BOX 42 TURNEY MO 64493 472345330 6987 ASSISTED 70 CHILDREN BY PROVIDING SUPPLIES FOR BABIES AND CHILDREN. CLEARWATER SCHOOL FOUNDATION PO BOX 154 PIEDMONT MO 63957 237290968 501(C)(3) 5560 ASSISTED APPROX 123 CHILDREN BY PROVIDING FUNDS FOR SAFE PLAYGROUND EQUIPMENT. WALNUT GROVE SCHOOLS CARE TO LEARN PO BOX 187 WALNUT GROVE MO 65770 237290968 501(C)(3) 5100 ASSISTED 69 CHILDREN BY PROVIDING COATS, CLOTHING AND SHOES. NIANGUA R-V 301 RUMSEY ST NIANGUA MO 65713 446003666 5000 ASSISTED APPROX 333 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. NOTTINGHAM HIGH SCHOOL 4915 DONOVAN AVE ST LOUIS MO 63109 436003220 5000 ASSISTED APPROX 100 CHILDREN BY PROVIDING FUNDS FOR THEIR BACKPACK PROGRAM. RICHWOODS R-7 10788 STATE HWY A RICHWOODS MO 63071 436016739 5000 ASSISTED APPROX 280 CHILDREN BY PROVIDING FUNDS FOR THEIR COATS FOR KIDS & BACKPACK PROGRAMS. STL YOUTH SPORTS OUTREACH 4001 WRIGHT AVE ST LOUIS MO 63074 474910447 5000 ASSISTED APPROX 25 CHILDREN BY PROVIDING FUNDS FOR SUMMER CAMP. WRIGHT CITY R-II SCHOOL DISTRICT 90 BELL ROAD WRIGHT CITY MO 63390 436004106 5000 ASSISTED APPROX 60 CHILDREN BY PROVIDING FUNDS TO RENOVATE THE KITCHEN AND TEACH LIFE SKILLS. 19 CASH ASSISTANCE 150 1110426 PART I, LINE 2: GRANTS ARE PROVIDED DIRECTLY TO A SERVICE PROVIDER OR TO AN INDIVIDUAL. SERVICE PROVIDERS INCLUDE MEDICAL PROVIDERS, FACILITIES, UTILITIES, RETAIL ESTABLISHMENTS, ETC. RECEIPT OF PAYMENT IS REQUIRED. ASSISTANCE TO INDIVIDUALS IS MONITORED BY OUTREACH STAFF AND RECONCILED BY FINANCE STAFF. FULL FINANCIAL REASSESSMENTS ARE PERFORMED BY OUTREACH STAFF NOT LESS FREQUENTLY THAN EVERY SIX MONTHS. OVER $1.4 MILLION IN GRANTS WAS PROVIDED TO 150 INDIVIDUALS AND TO 135 ORGANIZATIONS WHICH IMPACTED THE LIVES OF AN ADDITIONAL 14,835 INDIVIDUALS. PART I, LINE 2: GRANTS ARE PROVIDED DIRECTLY TO A SERVICE PROVIDER OR TO AN INDIVIDUAL. SERVICE PROVIDERS INCLUDE MEDICAL PROVIDERS, FACILITIES, UTILITIES, RETAIL ESTABLISHMENTS, ETC. RECEIPT OF PAYMENT IS REQUIRED. ASSISTANCE TO INDIVIDUALS IS MONITORED BY OUTREACH STAFF AND RECONCILED BY FINANCE STAFF. FULL FINANCIAL REASSESSMENTS ARE PERFORMED BY OUTREACH STAFF NOT LESS FREQUENTLY THAN EVERY SIX MONTHS. OVER $1.4 MILLION IN GRANTS WAS PROVIDED TO 150 INDIVIDUALS AND TO 135 ORGANIZATIONS WHICH IMPACTED THE LIVES OF AN ADDITIONAL 14,835 INDIVIDUALS. X 1 11457 FMV X 1 228790 ASSESSED VALUE X OTHER - SILENT AUCTION & RAFFLE ITEMS 25 3252 FMV X OTHER - GIVEAWAY ITEMS 6 1624 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A FIVE MEMBERS OF THE BOARD OF DIRECTORS ARE OFFICERS OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF THE STATE OF MISSOURI, WITH THE TOP THREE OFFICERS HOLDING THE FOLLOWING OFFICES ON THE BOARD BY VIRTUE OF THEIR POSITION WITHIN THE GRAND LODGE: HONORARY CHAIRMAN, PRESIDENT AND VICE-PRESIDENT. THE REMAINING EIGHT MEMBERS OF THE BOARD OF DIRECTORS ARE MASTER MASONS IN GOOD STANDING IN MISSOURI LODGES. TWO MEMBERS OF THE BOARD ARE ELECTED BY THE MEMBERSHIP OF THE GRAND LODGE AT THE ANNUAL CONVENTION EACH SEPTEMBER. VACANCIES AMONG THE BOARD OF DIRECTORS ARE FILLED BY THE BOARD UNTIL THE FOLLOWING ANNUAL COMMUNICATION OF THE GRAND LODGE AF & AM OF MISSOURI. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL ALTER, CHANGE OR AMEND THE BY-LAWS AT ANY REGULAR MEETING OF THE BOARD OF DIRECTORS BY A MAJORITY VOTE OF THE MEMBERS PRESENT. ALL SUCH ALTERATIONS, CHANGES OR AMENDMENTS SHALL BE SUBJECT TO RATIFICATION BY THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI AT THE NEXT ANNUAL COMMUNICATION OF THE GRAND LODGE OF AF & AM OF THE STATE OF MISSOURI, EITHER THROUGH THE ADOPTION AND APPROVAL OF THE REPORT OF THE PRESIDENT OF THE BOARD TO THE ANNUAL COMMUNICATION OR BY DIRECT VOTE UPON THE MATTER DURING THE ANNUAL COMMUNICATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE FINANCE COMMITTEE TO REVIEW AND APPROVE PRIOR TO FILING. UPON APPROVAL BY THE COMMITTEE, THE FORM 990 IS PROVIDED TO THE REMAINDER OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING: EACH BOARD MEMBER AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE SITTING PRESIDENT, ALONG WITH THE IN-COMING BOARD PRESIDENT, ARE RESPONSIBLE FOR PERFORMING ANNUAL EVALUATIONS OF THE EXECUTIVE DIRECTOR AND DETERMINING SALARY. UPON REVIEW OF PERFORMANCE AND COMPARABLE EXTERNAL DATA, WHICH MAY INCLUDE A COMPENSATION STUDY PERFORMED BY A THIRD PARTY, A DETERMINATION IS MADE WITH REGARD TO POTENTIAL SALARY ADJUSTMENTS. IF APPLICABLE, THE ACTION IS FORMALIZED IN WRITING, INDICATING THE ACTION TAKEN AND THE EFFECTIVE DATE, WITH ALL PARTIES SIGNING. THIS PROCESS WAS MOST RECENTLY COMPLETED FOR THE EXECUTIVE DIRECTOR IN JUNE 2020. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DETERMINING THE SALARY OF THE ORGANIZATION'S KEY EMPLOYEES WITHIN THE BUDGET PARAMETERS SET BY THE BOARD OF DIRECTORS. PERFORMANCE EVALUATIONS ARE DONE ON AN ANNUAL BASIS. UPON REVIEW OF PERFORMANCE AND COMPARABLE EXTERNAL DATA, WHICH MAY INCLUDE A COMPENSATION STUDY PERFORMED BY A THIRD PARTY, THE EXECUTIVE DIRECTOR DETERMINES ANY SALARY MODIFICATION TO BE MADE AND COMPLETES PAPERWORK DOCUMENTING THE DETAILS OF THE DECISION, WHICH INCLUDE THE ACTION APPROVED AND THE EFFECTIVE DATE. THIS PROCESS WAS MOST RECENTLY COMPLETED FOR THE DIRECTOR OF FINANCE AND DEVELOPMENT IN JUNE 2020. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS, THE ANNUAL REPORT AND IRS FORM 990 ARE POSTED ON THE MASONIC HOME WEBSITE UPON COMPLETION. THE AUDITED FINANCIAL STATEMENTS ARE ALSO DISTRIBUTED TO ATTENDEES AT THE ANNUAL COMMUNICATION OF THE GRAND LODGE (ANNUAL MEETING) AND SUBSEQUENTLY PUBLISHED IN THE GRAND LODGE OF MISSOURI PROCEEDINGS. ALL DOCUMENTS ARE ALSO AVAILABLE BY CONTACTING THE MASONIC HOME OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -8,027. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM THE PREVIOUS YEAR. GRAND LODGE AF & AM OF MISSOURI 6033 MASONIC DRIVE COLUMBIA MO 65202 430160306 FELLOWSHIP OF MEMBERS TO RAISE FUNDS FOR BENEVOLENCE MO 501(C)10 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 GRAND LODGE AF & AM OF MISSOURI N 250000 CASH GRAND LODGE AF & AM OF MISSOURI S 75036 CASH