2024-10-23T16:16:43-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 411420162 MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS 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 299202 0 X HTTPS://MASONICCHILDRENSCLINIC.ORG/ X 1981 MN PROVIDING FREE SPEECH LANGUAGE PATHOLOGY SERVICES TO CHILDREN IN NEED. 14 14 18 14 0 0 0 297402 0 0 0 0 0 1800 0 299202 0 0 0 0 0 729641 0 0 0 0 378157 0 1107798 0 -808596 4765346 4642100 1116788 1002138 3648558 3639962 X OUR MISSION IS TO PROVIDE ACCESSIBLE AND PERSONALIZED, STATE-OF-THE-ART SERVICES TO CHILDREN WHO ARE IN NEED OF IMPROVING COMMUNICATION ABILITIES, AND SUPPORT THEIR CAREGIVERS, IN ORDER TO INCREASE EACH CHILD'S LEARNING POTENTIAL, SOCIAL ENGAGEMENT AND QUALITY OF LIFE. 0 0 976356 0 299202 MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS PROVIDES SERVICES TO CHILDREN FOR COMMUNICATION DISORDERS. THE CHILDREN'S CLINIC HAS SERVED 247 CLIENTS DURING 2023. 976356 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 18 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 0 0 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 NIKI LAMPI CLINIC DIRECTOR 40.00 0.00 X 116885 0 25411 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 116885 1011374 116996 1 0 1 0 0 73710 223692 297402 MISC REVENUE 900099 1800 1800 1800 299202 0 0 1800 620217 528160 92057 19545 16644 2901 45787 38991 6796 44092 37548 6544 23144 23144 19542 19542 6742 6742 19375 19375 789 789 44079 44079 2230 2230 32660 32660 177992 177992 9996 9996 EVENTS 17689 17689 SUPPLIES 11602 11602 MISC. EXPENSE 11129 11129 THERAPY EDUCATION 1188 1188 1107798 976356 131442 0 0 7155 5262220 1010948 4408513 4251272 356833 383673 4765346 4642100 27128 38996 1043529 911343 46131 51799 1116788 1002138 X 3648558 3639962 3648558 3639962 4765346 4642100 X -808596 800000 X X 0 1 X 1 0 X 878351 1177078 1113067 1169093 297402 4634991 878351 1177078 1113067 1169093 297402 4634991 28909 4606082 10135 9948 16390 11596 1800 49869 4684860 0.98320 0.98440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 10,135. 2020 AMOUNT: $ 9,948. 2021 AMOUNT: $ 16,390. 2022 AMOUNT: $ 11,596. 2023 AMOUNT: $ 1,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400000 400000 4774232 974193 3800039 87988 36755 51233 4251272 DUE FROM AFFILIATES 383673 383673 GRANTOR RETAINED ANNUITY TRUST 5836 CHARITABLE ANNUITY CHARBONNEAU 28845 DUE TO AFFILIATES 17118 51799 X 299202 0 299202 0 299202 1107798 0 1107798 0 1107798 PART X, LINE 2: THE ORGANIZATIONS QUALIFIES AS A TAX-EXEMPT CORPORATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE IRC. THE ORGANIZATION IS CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS UNDER SECTION 509(A)(1) OF THE IRC AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION'S ANNUAL TAX FILLINGS 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 EXERCISE OTHER TAXES. 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 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 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 ORGANIZATION'S ARTICLES OF INCORPORATION MAY BE AMENDED OR RESTATED, AND THE BYLAWS MAY BE AMENDED, REPEALED, OR NEW BYLAWS MAY BE ADOPTED ONLY BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TOTAL NUMBER OF DIRECTORS THEN HOLDING OFFICE, AND AS APPROVED BY THE SOLE MEMBER OF THIS CORPORATION. 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 800,000. 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 12A, I 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 HISTORIC BUILDINGS 4 WEST 2ND STREET DULUTH MN 55802 475588074 HISTORIC BUILDINGS MN 501(C)(3) LINE 7 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HOME CARE CENTER 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410693872 NURSING HOME MN 501(C)(3) LINE 10 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC HOMES MANAGEMENT CONSULTING SERVICES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411963774 CONSULTING SERVICES MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0