2024-10-23T16:43:01-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 410693872 MINNESOTA MASONIC HOME CARE CENTER MINN 9529487000 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 SUE MORK CFO 9529487000 2024-10-23 1 0 JOHN MELZAREK P02080879 6123764500 2024-10-23 2023 2024-10-15 13:58:12Z ERIC J NEETENBEEK 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 30659193 0 X WWW.MNMASONICHOMES.ORG X 1908 MN TO PROVIDE NURSING/CARE FOR THE ELDERLY. 14 14 543 14 0 0 296266 622178 28201495 29562455 10660 9150 677816 465410 29186237 30659193 0 0 0 0 21898077 22726054 0 0 0 8145034 8661373 30043111 31387427 -856874 -728234 28348184 38842950 5341196 16564196 23006988 22278754 X 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. 0 0 28524196 0 29562455 MINNESOTA MASONIC HOME CARE CENTER OWNS AND OPERATES A 214 BED NURSING HOME FACILITY AND A 45 UNIT ASSISTED LIVING COMPLEX PROVIDING PROFESSIONAL CARE TO ITS NURSING FACILITY RESIDENTS. THE NURSING HOME AND ASSISTED LIVING HAD 81.4% AND 85.1% OCCUPANCY RESPECTIVELY IN 2023. 28524196 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 543 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SUE MORK 9529487000 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 ERIC J NEETENBEEK PRESIDENT/CEO - CHARITIES 4.00 36.00 X 0 430564 34208 JOHN SCHWIETZ COO - CHARITIES 4.00 36.00 X 0 356108 32162 SUE MORK CFO - CHARITIES 4.00 36.00 X 0 224702 25215 EVANS AYAKO RN 40.00 0.00 X 241478 0 15258 JULIUS TARIKI RN 40.00 0.00 X 177720 0 0 BETH SCHROEDER ADMINISTRATOR 40.00 0.00 X 168661 0 18087 PATRICIA LARUE DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 149164 0 16952 DILYARA KADYMOVA DIRECTOR OF NURSING 40.00 0.00 X 146329 0 17515 PAUL C HIMMLER CHAIR 1.00 6.00 X X 0 0 0 JOHN L COOK VICE CHAIR 1.00 6.00 X X 0 0 0 MARY A HANSON TREASURER 1.00 6.00 X X 0 0 0 STEVEN R JOHNSON SECRETARY 1.00 6.00 X 0 0 0 SHARON BARLOW WORTHY GRAND MATRON 1.00 6.00 X 0 0 0 DAYTON L BERG GRAND MASTER 1.00 6.00 X 0 0 0 BARBARA BRIHN DIRECTOR 1.00 6.00 X 0 0 0 ROBERT L DARLING DIRECTOR 1.00 6.00 X 0 0 0 ROBERT S DAVIS SENIOR GRAND WARDEN 1.00 6.00 X 0 0 0 ROBERT L FENDLER DIRECTOR (THRU APRIL 2023) 1.00 6.00 X 0 0 0 TONY R KRALL DIRECTOR (THRU APRIL 2023) 1.00 6.00 X 0 0 0 G ROGER MCNEAR III DIRECTOR (THRU APRIL 2023) 1.00 6.00 X 0 0 0 DAVID E OLSON DIRECTOR 1.00 6.00 X 0 0 0 JAMES H PROCTOR DIRECTOR 1.00 6.00 X 0 0 0 MICHAEL S ROSENZWEIG DIRECTOR 1.00 6.00 X 0 0 0 FOSTER SOLEM DEPUTY GRAND MASTER 1.00 6.00 X 0 0 0 DAVID S WETHING DIRECTOR 1.00 6.00 X 0 0 0 PAM J WILLETTE DIRECTOR (THRU APRIL 2023) 1.00 6.00 X 0 0 0 883352 1011374 159397 22 0 1 0 BRIGHTVIEW LANDSCAPESLLC PO BOX 31001-2463 PASADENA CA 91110 LAWN SERVICES 208711 CUNNINGHAM GROUP ARCHITECTS PO BOX 851693 MINNEAPOLIS MN 55485 ARCHITECTURAL SERVICES 194634 CINTAS CORPORATION PO BOX 4671 CHICAGO IL 60680 LAUNDRY SERVICES 123489 3 502102 120076 70821 622178 RESIDENT SERVICES 621610 29562455 29562455 29562455 6880 6880 159897 0 159897 159897 159897 2270 0 2270 2270 2270 19319 0 19319 19319 MEALS/CATERING 621610 193146 193146 MISCELLANEOUS 621610 52027 52027 BARBER & BEAUTY 621610 35704 35704 5317 5317 286194 30659193 29562455 0 474560 18885017 17962903 922114 311772 292830 18942 2149313 2018732 130581 1379952 1296113 83839 1050000 1050000 2623 2623 56001 56001 829497 708898 120599 11538 11538 1273039 1169452 103587 730580 683396 47184 21747 21747 152219 143512 8707 1382414 1303338 79076 505703 476776 28927 FOOD 1053556 1053556 PHARMACY 659890 659890 LICENSE SURCHARGE 569568 569568 BAD DEBT EXPENSE 76511 76511 286487 185232 101255 31387427 28524196 2863231 0 2300 5867295 2896436 2909797 232093 243470 105079 129200 56818704 37819226 15735454 18999478 15000 15000 9361822 10678710 28348184 38842950 2424560 3191397 0 849160 2608764 12200492 124312 130409 183560 192738 5341196 16564196 X 22998293 22256986 8695 21768 23006988 22278754 28348184 38842950 -728234 0 X X 0 1 X 1 0 X 1574008 458306 296266 622178 2950758 32841825 26414838 28290780 28201495 29581774 145330712 382179 192285 205182 174696 228850 1183192 33224004 28181131 28954268 28672457 30432802 149464662 0 0 0 149464662 165763 179215 173256 165579 166777 850590 165763 179215 173256 165579 166777 850590 49643 38775 79909 337102 57344 562773 33439410 28399121 29207433 29175138 30656923 150878025 0.99060 0.99090 0.00560 0.00550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 81638 81638 35047357 22942623 12104734 3436719 2862516 574203 13590865 11842808 1748057 4662125 171279 4490846 18999478 RESIDENT TRUST FUNDS 30012 DUE FROM AFFILIATES 10648698 10678710 ASSET RETIREMENT OBLIGATION 192738 192738 X 30646120 0 30646120 13073 13073 30659193 31387427 0 31387427 0 31387427 PART IV, LINE 2B: THE ORGANIZATION IS THE TRUSTEE OF VARIOUS TRUST FUNDS ON BEHALF OF THE RESIDENTS. THE ASSISTED LIVING COMPLEX REQUIRES ITS RESIDENTS TO PAY SECURITY AND RESERVATION DEPOSITS. THE ORGANIZATION ACCRUES 1% SIMPLE INTEREST ON THE DEPOSITS FROM THE DATE OF RECEIPT. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER SECTION 509(A)(2) OF THE CODE AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE CONTRIBUTOR. THE ORGANIZATION'S ANNUAL TAX FILINGS ARE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON CASH CONTRIBUTIONS - RESTRICTED 13,073. 0 0 0 0 0 0 0 0 0 ERIC J NEETENBEEK PRESIDENT/CEO - CHARITIES 0 345564 0 85000 0 0 0 16678 0 17530 0 464772 0 0 JOHN SCHWIETZ COO - CHARITIES 0 257812 0 98296 0 0 0 9900 0 22262 0 388270 0 0 SUE MORK CFO - CHARITIES 0 199702 0 25000 0 0 0 7865 0 17350 0 249917 0 0 EVANS AYAKO RN 241478 0 0 0 0 0 7244 0 8014 0 256736 0 0 0 JULIUS TARIKI RN 177720 0 0 0 0 0 0 0 0 0 177720 0 0 0 BETH SCHROEDER ADMINISTRATOR 148661 0 20000 0 0 0 10119 0 7968 0 186748 0 0 0 PATRICIA LARUE DIRECTOR OF HUMAN RESOURCES 149164 0 0 0 0 0 8948 0 8004 0 166116 0 0 0 DILYARA KADYMOVA DIRECTOR OF NURSING 146329 0 0 0 0 0 8780 0 8735 0 163844 0 0 0 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 X 1 70821 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 3 MINNESOTA MASONIC ELDER SERVICES PROVIDES MANAGEMENT SERVICES TO ITS RELATED MINNESOTA MASONIC CHARITIES ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION, WITH VOTING RIGHTS, IS MINNESOTA MASONIC CHARITIES, A MINNESOTA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE SOLE MEMBER, MINNESOTA MASONIC CHARITIES SHALL ELECT ALL DIRECTORS AT ITS ANNUAL ORGANIZATIONAL MEETING AFTER CONSIDERATION OF A SLATE OF NOMINEES APPROVED BY THE NOMINATING COMMITTEE. THE GRAND MASTER OF THE GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF MINNESOTA MAY NOMINATE ONE PERSON FOR THE CONSIDERATION OF THE BOARD OF DIRECTORS AND THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, MINNESOTA MASONIC CHARITIES SHALL HAVE THE RIGHT AND POWER TO APPROVE ANY OF THE FOLLOWING, AS PROPOSED BY THE BOARD, PRIOR TO THE ACT OR ACTION TAKING EFFECT OR BEING IMPLEMENTED: (A) ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THIS CORPORATION; (B) ALL CAPITAL BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THE CORPORATION, AND ALL MAJOR CAPITAL EXPENDITURES BEFORE FUNDS ARE EXPENDED THEREFOR (FOR THESE PURPOSES A MAJOR CAPITAL EXPENDITURE SHALL BE DEFINED BY MINNESOTA MASONIC CHARITIES' BYLAWS THEN IN EFFECT); (C) ALL OPERATING BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, BEFORE AUTHORIZED EXPENDITURES MAY BE MADE THEREFROM; (D) STRATEGIC PLANS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION; (E) THE INCURRING OF ANY LONG TERM DEBT OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, OTHER THAN INTRA-SYSTEM OR REFINANCING DEBT; (F) ALL HUMAN RESOURCES AND BENEFITS POLICIES OF THIS CORPORATION; (G) ANY MAJOR RISK CONTRACTING AGREEMENTS, WHICH FOR THESE PURPOSES MEANS ANY CONTRACT WHICH DEALS WITH CAPITATION OR SIMILAR RISK BEARING CONCEPT; (H) ANY MERGER, CONSOLIDATION, OR TOTAL OR PARTIAL DISSOLUTION INVOLVING THIS CORPORATION; (I) THE NUMBER OF DIRECTORS OF THIS CORPORATION; AND (J) ANY GOVERNANCE AND ACTION OF THE TYPE SET FORTH IN SUBPARAGRAPH (A) AND SUBPARAGRAPHS (F) THROUGH (I) ABOVE AS PROPOSED BY THE BOARD OF DIRECTORS OF ANY CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES DIRECTLY CONTROLLED BY THIS CORPORATION AS A MEMBER, SHAREHOLDER OR OTHERWISE, TO THE EXTENT THAT THE GOVERNING DOCUMENTS OF SUCH CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES GIVE THIS CORPORATION OR THE BOARD A RIGHT OF APPROVAL OVER SUCH GOVERNANCE ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY MANAGEMENT AND WAS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFIDENTIAL DISCLOSURE STATEMENT TO THE CEO OR CHAIRMAN OF THE MINNESOTA MASONIC CHARITIES BOARD OF DIRECTORS BY MAY 1 OF EACH YEAR. IF ANY DISCLOSURE STATEMENT INDICATES THE POTENTIAL FOR A CONFLICT OF INTEREST, THE CEO AND, IF NECESSARY, THE CHAIRMAN OF THE BOARD WILL MEET WITH THE AFFECTED INDIVIDUAL TO RESOLVE HOW THE INDIVIDUAL MAY PARTICIPATE IN GOVERNANCE OR MANAGEMENT ACTIVITIES ASSOCIATED WITH THE POTENTIAL CONFLICT OF INTEREST. EACH STAFF PERSON WILL VOLUNTARILY ABSTAIN FROM PARTICIPATION IN ANY MINNESOTA MASONIC CHARITIES ACTIVITY IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. MINNESOTA MASONIC CHARITIES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411495325 FUNDRAISING MN 501(C)(3) LINE 7 N/A 0 MINNESOTA MASONIC CHARITIES FUNDS 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411495321 INVESTMENTS MN 501(C)(3) LINE 10 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HOME CLUSTER HOMES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411694835 SENIOR HOUSING MN 501(C)(3) LINE 10 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC ELDER SERVICES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411756132 MANAGEMENT MN 501(C)(3) LINE 12A, I MINNESOTA MASONIC CHARITIES 0 MASONIC CANCER CENTER FUND INC 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410849479 FUNDRAISING MN 501(C)(3) LINE 7 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HISTORICAL SOCIETY AND MUSEUM 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411788642 EDUCATION MN 501(C)(3) LINE 12A, I MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC CHARITIES HOLDING CORP 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 452102682 REAL ESTATE HOLDINGS MN 501(C)(2) MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS 28 W 2ND STREET DULUTH MN 55802 411420162 CHILDREN'S SPEECH AND LANGUAGE CLINIC MN 501(C)(3) LINE 7 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HISTORIC BUILDINGS 4 WEST 2ND STREET DULUTH MN 55802 475588074 HISTORIC BUILDINGS MN 501(C)(3) MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HOMES MANAGEMENT CONSULTING SERVICES 11501 MASONIC DRIVE BLOOMINGTON MN 55437 411963774 CONSULTING SERVICES MN N/A C 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 1