2025-11-03T10:28:51-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 411694835 MINNESOTA MASONIC HOME CLUSTER HOMES MINN 9529487000 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 MIKE SENDEN CFO 9529487000 2025-10-31 1 1 JOHN MELZAREK P02080879 6123764500 2025-10-28 2024 2025-03-06 01:10:19Z JOHN SCHWIETZ 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 1615607 0 X WWW.MNMASONICHOMES.ORG X 1992 MN HOUSING AND SERVICES FOR ELDERLY PERSONS. 14 14 0 15 0 0 0 0 1523053 1557601 11 12 55648 57994 1578712 1615607 0 0 0 0 41880 42360 0 0 0 1093060 1091537 1134940 1133897 443772 481710 6269650 6823865 372484 442683 5897166 6381182 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 1130197 0 1557601 MINNESOTA MASONIC HOME CLUSTER HOMES OWNS AND OPERATES 56 RESIDENTIAL HOUSING UNITS AND PROVIDES A COMPLETE RANGE OF SPECIALIZING LIVING AND CARE SERVICES FOR ELDERLY PERSONS OVER 55 WHO DO NOT REQUIRE ADMISSION TO A NURSING HOME. THE OCCUPANCY FOR 2024 WAS 99.75%. 1130197 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 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 0 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 MIKE SENDEN 9529486207 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 JOHN SCHWIETZ CEO - CHARITIES 4.00 36.00 X 0 370458 32555 SUE MORK THRU SEPTEMBER 2024 CFO - CHARITIES 4.00 36.00 X 0 247481 17661 ERIC J NEETENBEEK PRESIDENT - CHARITIES 4.00 36.00 X 0 191989 25623 BETH SCHROEDER COO 4.00 36.00 X 0 152555 9214 MIKE SENDEN CFO 4.00 36.00 X 0 41645 618 JOHN L COOK 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 VICE CHAIR 1.00 6.00 X X 0 0 0 SHARON BARLOW THRU APRIL 2024 WORTHY GRAND MATRON 1.00 6.00 X 0 0 0 DAYTON BERG THRU APRIL 2024 GRAND MASTER 1.00 6.00 X 0 0 0 CJ BRASE WORTHY GRAND MATRON 1.00 6.00 X 0 0 0 BARBARA BRIHN DIRECTOR 1.00 6.00 X 0 0 0 SHAWN CARRICK DEPUTY GRAND MASTER 1.00 6.00 X 0 0 0 ROBERT S DAVIS SENIOR GRAND WARDEN 1.00 6.00 X 0 0 0 JOHN GANN DIRECTOR 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 KATHLEEN TAYLOR MEMBER (NON-VOTING) 1.00 6.00 X 0 0 0 DAVID S WETHING DIRECTOR 1.00 6.00 X 0 0 0 0 1004128 85671 0 0 1 0 0 RESIDENT RENTS 623000 1557601 1557601 1557601 12 12 TELEPHONE REVENUE 900099 54499 54499 MISCELLANEOUS INCOME 900099 3495 3495 57994 1615607 1557601 0 58006 X 39360 39360 3000 3000 200004 200004 3700 3700 233898 233898 4694 4694 232985 232985 2743 2743 355988 355988 53300 53300 DIETARY 4225 4225 1133897 1130197 3700 0 5846 23322 10435558 8407994 2118423 2027564 4145381 4772979 6269650 6823865 9414 58707 177019 176761 186051 207215 372484 442683 X 5897166 6381182 5897166 6381182 6269650 6823865 X 481710 2306 X X 0 1 X 1 0 X 1429155 1457354 1477030 1523053 1557601 7444193 1429155 1457354 1477030 1523053 1557601 7444193 0 602353 606331 612240 610052 638967 3069943 602353 606331 612240 610052 638967 3069943 4374250 22 14 9 11 12 68 22 14 9 11 12 68 52654 56929 53672 55648 57994 276897 1481831 1514297 1530711 1578712 1615607 7721158 0.56650 0.56470 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TELEPHONE REVENUE MISCELLANEOUS INCOME 0 1 X 8636159 7053654 1582505 674281 402528 271753 1125118 951812 173306 2027564 SECURITY DEPOSITS 247153 DUE FROM AFFILIATES 4525826 4772979 DUE TO AFFILIATES 38090 ACCRUED REAL ESTATE TAXES 167956 FAIR VALUE OF DERIVATIVE INSTRUMENT 1169 207215 X PART IV, LINE 2B: THE ORGANIZATION REQUIRES ITS SENIOR HOUSING RESIDENTS TO PAY SECURITY AND RESERVATION DEPOSITS, AND 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. 0 0 0 0 0 0 0 0 0 JOHN SCHWIETZ CEO - CHARITIES 0 370458 0 0 0 0 0 10350 0 22205 0 403013 0 0 SUE MORK THRU SEPTEMBER 2024 CFO - CHARITIES 0 247481 0 0 0 0 0 6007 0 11654 0 265142 0 0 ERIC J NEETENBEEK PRESIDENT - CHARITIES 0 191989 0 0 0 0 0 5760 0 19863 0 217612 0 0 BETH SCHROEDER COO 0 152555 0 0 0 0 0 4577 0 4637 0 161769 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 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G HOUSEKEEPING: PROGRAM SERVICE EXPENSES 16,978. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,978. MAINTENANCE: PROGRAM SERVICE EXPENSES 216,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,560. ADMIN AND GENERAL: PROGRAM SERVICE EXPENSES 360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF DERIVATIVE INSTRUMENT 2,306. 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 CARE CENTER 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 410693872 NURSING HOME MN 501(C)(3) LINE 10 MINNESOTA MASONIC CHARITIES 0 MINNESOTA MASONIC ELDER SERVICES 11501 MASONIC HOME DRIVE BLOOMINGTON MN 55437 411756132 MANAGEMENT SERVICES 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) LINE 12D, III-O 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 1 0