Masonic Home of Missouri
Annual Report 2019
BOARD OF DIRECTORS
Robert T. Thomas, Honorary Chairman Stanton T. Brown II, President Barry V. Cundiff, Vice President Taz Meyer, Treasurer Buddy Roberts, Secretary Michael Flagg James D. Jeffers Richard W. Kaeser, Jr. David Powell Jeffrey Quibell David W. Ramsey Ty G. Treutelaar Michael D. Voyles EXECUTIVE DIRECTOR
Barbara Ramsey DIRECTOR OF FINANCE & DEVELOPMENT
Jodi Blake 12
Masonic Masonic Home Home of of Missouri Missouri
3 4 6 7 12 17 23 28 30 35
Executive Director’s Report Organizational Chart Programs Overview Financial Assistance Programs Partnership Programs Non-Financial & Recognition Programs Financial Report Financial Statements Development Report Donors and Partners
Executive Director’s Report T he Annual Report provides an opportunity to share our year in review. The numbers tell our story – they show where we are assisting our clients and the fiscal responsibility we take in caring for our donors dollars. You will see photos of clients, but rather than tell their stories they are here as a reminder that they are the people behind the numbers. I am very proud of the work represented in this report. While it gives me a great sense of joy in knowing all that we have accomplished, I must admit that there is also sadness that came this past year. I started working for the Masonic Home in 2001. I have seen our programs grow and expand to touch the lives of more people in more communities. I have had the privilege of working with many Masonic Home Board members and Masonic Home Representatives. In my entire tenure with the Masonic Home, there was always a constant figure. He was intimidating in his knowledge both within and outside of the fraternity. But, he never used that knowledge to belittle. Instead, he was a teacher. We lost this great leader and teacher this year – MWB Vern Schneider. MWB Schneider was a giant among men. I had the opportunity to hear him provide quiet guidance and speak with great passion. As a Board member, he helped guide the Masonic Home through difficult years in the 1980s. As legal counsel, his guidance and legal work would ultimately help the Masonic Home move away from bricks and mortar to the programs we have today. His work in estates and trusts would ensure a financial foundation for the Masonic Home that is humbling in its ability to endure, assuming we follow his wise guidance to care for it to serve generations to come. In 2014, the Masonic Home celebrated its 125th Anniversary. It was the first year we invited all current and former Masonic Home Board members to attend the Masonic Home Representative’s
luncheon. MWB Schneider entered the room and proudly sat at the front. He told me that day and each subsequent lunch he attended that there was no other more important place for him to be. He started the Home Representatives, because he understood the importance of having a person in each lodge to work with and advocate for the Masonic Home. This past year we expanded our Veterans Program and started the Ambassadors Program. I believe that MWB Schneider would have been proud of both. He was a WWII veteran, and I regret that he was never honored with the Flag Ceremony. I think he would have been proud to know that the Masonic Home is now publicly recognizing our Masonic veterans in a special ceremony created and held in their honor. MWB Schneider never wavered in his support for the Masonic Home. I believe he would have enjoyed seeing current and former Masonic Home Board members join the Ambassadors Program to work with our Masonic Home Representatives to help educate lodges and chapters. There is so much that could be said to honor MWB Schneider, but it seemed most fitting to honor his contributions to the Masonic Home through action. With that in mind, the Masonic Home has renamed the Legacy Society to be the MWB Vern H. Schneider Legacy Society. A society that is dedicated to recognizing men and women whose donations leave a lasting impact for the Masonic Home. I miss my teacher, but his lessons live on for all of us.
Barbara Ramsey
MISSION STATEMENT
To assist eligible adults and children in need by practicing the principles of Freemasonry. Annual Report 2019
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Masonic Home of Missouri
Programs The Outreach Programs connect the Masonic Home of Missouri to members of the Masonic Family, while also partnering with Masonic Lodges and Order of the Eastern Star Chapters to make a difference in their communities.
FISCAL YEAR 2019
$1,330,815 Total Assistance Provided
26,543 Total Lives Touched
Each dot represents a location where a life was touched by one of our 10 outreach programs. Annual Report 2019
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FINANCIAL ASSISTANCE PROGRAMS
$948,259 Assistance Provided
83
Lives Touched
Long-Term Financial Assistance Short-Term Financial Assistance Children’s Outreach 16 Masonic Masonic Home Home of of Missouri Missouri
We Are Where You Are The Masonic Home Outreach Programs provide financial assistance to clients in their own communities – We Are Where You Are. The map below shows the amount of assistance provided to clients throughout the state through the Long-Term Financial Assistance Program, Short-Term Financial Assistance Program, and the Children’s Outreach Program.
Worth
Atchison Nodaway
Putnam
Mercer
Harrison Gentry
Holt
Sullivan
$21,159.00 Andrew
Adair
Grundy
Daviess Linn
Knox
Macon
Livingston Clinton
Lewis
Marion
Shelby
Caldwell Ralls
Chariton
Platte
Carroll Clay
Clark
$113,735.04
DeKalb
Buchanan
Scotland
Schuyler
Monroe
Randolph
Ray
Pike Audrain
A
$113,735.04
B
$21,159.00
C
Jackson
Cass
Howard
Saline
Lafayette
$54,099.61 Johnson
Cooper
Callaway
Bates
Morgan Benton Miller
St. Clair
Gasconade
$95,866.26
Phelps
Polk
Dallas
Crawford
Ste. Genevieve
Newton
Webster
Wright
Stone
Bollinger Wayne
Scott
$92,013.58 Carter
Douglas
Mississippi Stoddard
Howell Taney
Cape Girardeau
Reynolds
Texas Shannon
$95,866.26Christian Barry
Perry
Madison
Greene
Jasper
St. Francois
Dent
Barton
McDonald
Out of State: $114,139.00 Total: $948,259.41
Washington
Iron
Laclede
Lawrence
G $92,013.58
Jefferson
$42,124.73 Maries
Dade
F
Franklin
Pulaski Cedar
$415,122.19
Osage
Camden
Hickory Vernon
E
St. Louis City $415,122.19
St. Louis
Moniteau
Henry
D $42,124.73
St. Charles
Warren
Pettis
Cole
$54,099.61
Lincoln
Montgomery
Boone
Ozark
Oregon Ripley
Butler New Madrid
Dunklin
Pemiscot
“One of the sweetest, as well as one of the dearest, of all words in our language is ‘HOME.’ Around it and about it are entwined the tenderest emotions of the human heart.” —Past Grand Secretary John D. Vincil, 1890.
Annual Report 2019
7
Long-Term Financial Assistance
T
$861,719.67 DIRECT FINANCIAL ASSISTANCE
his program provided financial assistance to 79 qualifying senior members to remain in their homes, apartments, independent living facilities, or assisted living facilities in Fiscal Year 2019. This program provides monthly assistance and payments for expenses such as dental work, medical bills, or hearing aids. Clients must qualify through their Masonic membership, meeting Age and Length of Membership requirements, as well as complete an application to demonstrate financial need.
ASSISTANCE IN FACILITIES
The Masonic Home helps fill the financial gap, so clients’ health care needs can dictate the care they receive when remaining in their home is no longer a safe option, but they are not in need of skilled nursing care. The Masonic Home provided $1,375 each month on average
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Masonic Home of Missouri
per client last fiscal year to supplement the income of 48 clients, so they could afford to live in independent and assisted living facilities.
ASSISTANCE IN THE HOME
The Masonic Home provided assistance to nine senior clients living in their homes when they were unable to afford necessary medications or normal household expenses. The Masonic Home was able to provide an average of $381 a month per client to help those clients meet their normal monthly expenses in the home.
ONE-TIME PAYMENTS
Twenty-two of our long-term assistance clients in facilities or their home required on average an additional $2,252 to pay for one-time payments for things such as insurance or unexpected medical bills.
LONG-TERM FINANCIAL ASSISTANCE DEMOGRAPHICS
16 OES
Masons
9 Widows/O
Masons/OES Couples
31 Widows
Couples/OES
2 Couples/O
Widows
11 Couples
Widows/OES
2 Mason/OE
OES
10 Masons
LONG-TERM FINANCIAL ASSISTANCE DISTRIBUTION Medical and Other Assistance $49,553.67 Monthly Home Assistance $41,109
Long-Term F
Long-Term H
Long-Term M
Monthly Facilities Assistance $791,906.30
Annual Report 2019
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Short-Term Financial Assistance
T
his program helped 19 younger members of the fraternity when hardships arose in Fiscal Year 2019. Hardships can include unexpected medical situations and financial crises. Clients must qualify through their Masonic membership, meeting Age and Length of Membership requirements, as well as complete an application to demonstrate financial need. Financial assistance typically lasts for six months or fewer through this program.
$71,962.36
DIRECT FINANCIAL ASSISTANCE
SHORT-TERM FINANCIAL ASSISTANCE DISTRIBUTION Monthly Assistance $1,936 Medical and Other Assistance $70,026.36
SHORT-TERM FINANCIAL ASSISTANCE DEMOGRAPHICS Masons Couples
The Masonic Home assisted two clients with an average of $81 a month to meet basic household expenses, and 17 clients with an average of $4,119 in one-time payments. The majority of the clients assisted through this program are married and often have children. The Masonic Home’s assistance helps with housing, utilities, and other necessities. Clients may receive both monthly and one-time payment assistance. 10
Masonic Home of Missouri
Couples/OES Widows
Children’s Outreach Program
T
he Children’s Outreach Program (COR) provided financial assistance to eight legal dependents of Missouri Master Masons and Ladies of the Eastern Star in Fiscal Year 2019. The majority of the assistance provided was one-time payments with routine expenses, such as purchasing new school clothing and supplies, and payment of co-pays for doctor’s appointments, dental check-ups, and eye exams. One-time payments were also provided for unexpected hospital bills, other medical bills, adaptive equipment, and other necessities. Some of the children who participate in the COR program have chronic health issues and require more regular assistance. In these cases, the Masonic Home provided on-going monthly assistance with the purchase of health care and hygiene items and the travel costs for medical treatments. The children helped range in age from five to 20.
$14,577.38 DIRECT FINANCIAL ASSISTANCE
Annual Report 2019
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PARTNERSHIP PROGRAMS
$355,874 Assistance Provided
16,793 Estimated Lives Touched
Masonic Family Cares Creating-A-Partnership Partnering to Honor 112 Masonic MasonicHome HomeofofMissouri Missouri
Inside Our Partnership Programs The Partnership Regional Map highlights the statewide impact of our Partnership Programs. CAP continues to be the largest of our Partnership Programs in dollars spent, lives touched, and the number of lodges and chapters working the program. Lodges and chapters in every region are working this program! The Partnership Programs are not about how much a lodge or chapter spends; they are about the lives we positively impact together in your community. If your region is under-represented, please encourage your lodge or chapter to learn more about our Partnership Programs.
PARTNERSHIP PROGRAMS BY REGION FISCAL YEAR 2019 Worth
Atchison Nodaway
A B
$19,066.73 CAP $5,000.00 PTH
$35,844.00 CAP Gentry
$35,844.00 CAP
Andrew
Sullivan
Linn
$34,967.42 CAP
Knox
Macon
Livingston Clinton
Lewis
Marion
Shelby
Caldwell Ralls
Chariton Carroll Clay
Clark
$19,066.73 CAP $5,000.00 PTH
Adair
Daviess DeKalb
Buchanan
Scotland
Schuyler
Grundy
Holt
Platte
C
Putnam
Mercer
Harrison
Monroe
Randolph
Ray
Pike Audrain
D $56,652.64 CAP $4,940.00 PTH E
F
$60,722.00 CAP $4,135.00 PTH $1,401.54 MFC $97,641.04 CAP $1,700.00 PTH
G $33,803.63 CAP
Jackson
Howard
Saline
Lafayette
Cooper
$34,967.42 CAP Cass
Johnson
Callaway
Cole
Morgan
Henry Bates
Benton
$56,652.64 CAP $4,940.00 PTH Miller
St. Clair
Osage
Phelps
Vernon
Franklin Jefferson
Maries
Camden
Hickory
Gasconade
Crawford
Washington Ste. Genevieve
Pulaski Cedar
Dallas
Polk
Iron
Laclede
St. Louis City
$60,722.00 CAP $4,135.00 PTH $1,401.54 MFC
St. Louis
Moniteau
Perry
St. Francois
Dent
Barton
Madison
Greene
$97,641.04 CAP $1,700.00 PTH
Jasper
Webster
Wright
Christian
Newton
Cape Girardeau
Reynolds
Texas
Bollinger
Shannon
Lawrence
Creating-A-Partnership: $338,697.46 Partnering to Honor: $15,775.00 Masonic Family Cares: $1,401.54
St. Charles
Warren
Pettis
Dade
TOTAL DOLLARS SPENT
Lincoln
Montgomery
Boone
Wayne
$33,803.63 CAP
Scott
Carter
Douglas
Mississippi
Stoddard
McDonald
Barry
Stone
Howell Taney
Ozark
Oregon Ripley
Butler New Madrid
Dunklin
Pemiscot
Annual Report 2019
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Masonic Family Cares Program
T
he Masonic Family Cares Program helps facilitate connections between lodges and chapters and the Masonic brothers and sisters in their communities. Sometimes the Masonic Home receives requests from Masons or Eastern Star members, but the assistance needed is really a helping hand or a friendly visit. The Masonic Home can act as a liaison
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Masonic Home of Missouri
between the member and the lodge or chapter, getting the two connected. Sometimes the need contains a financial component. In Fiscal Year 2019, Leadwood Lodge No. 598 partnered with the Masonic Home to help a member in their community. The lodge provided the labor to build a wheelchair ramp and replace a hot water heater, and the Masonic Home of
Missouri funded the materials in the amount of $1,401.54. The Order of the Eastern Star has participated in the Masonic Family Cares Program by creating care packages to send to our outreach clients. Throughout the year, the Masonic Home mailed 116 care packages, which helps make our outreach clients feel connected and remembered by their brothers and sisters.
Creating-A-Partnership
C
AP is a matching funds program forging partnerships between the Masonic Home and lodges and chapters to purchase clothing, glasses, school supplies, and fund various projects, such as buddy backpack programs and to assist children in need in their communities.
FOR A COMPLETE LIST OF PARTICIPATING LODGES AND CHAPTERS, SEE PAGE 41
LIVES TOUCHED 20000
350000 300000
LIVES TOUCHED
250000 200000 150000 100000
15000 10000 5000
50000 0
0
2012 2013 2014 2015 2016 2017 2018 2019 FISCAL YEAR
PARTNERSHIP FUNDS 100
350000
80
300000 250000
DOLLARS
60 40
200000 150000 100000
20
50000 0
0
2012 2013 2014 2015 2016 2017 2018 2019 FISCAL YEAR
LODGES
88 LODGES PARTICIPATED $324,837.46 DIRECT ASSISTANCE FOR CHILDREN IN NEED
CHAPTERS
13 CHAPTERS $13,860
DIRECT ASSISTANCE FOR CHILDREN IN NEED
IMPACT
$355,874
TOTAL ASSISTANCE PROVIDED
16,740
CHILDREN STATEWIDE
Annual Report 2019
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Partnering To Honor
P
TH is a matching funds program that provides an opportunity for the Masonic Home, lodges, and chapters to join together to help fund Honor Flights for veterans and care packages for active duty members currently deployed. Honor Flights transport veterans to their memorials in Washington D.C. at no cost to the veteran. Top priority is given to senior
veterans – WWII survivors, along with other veterans of Korea and Vietnam who may be terminally ill. As our opportunity to recognize these veterans dwindles, the Masonic Home is honored to have partnered with four lodges and four chapters in Fiscal Year 2019 to provide $15,775 to fund Honor Flights to help 52 veterans visit their memorials in Washington D.C.
PARTNERSHIP FUNDS
$15,775 TO FUND HONOR FLIGHTS
LIVES TOUCHED 200200
30000 30000
LIVES TOUCHED
25000 25000
DOLLARS
MASONIC HOME PROVIDED
20000 20000 15000 15000 10000 10000
150 150 100100 50 50
5000 5000 0 0
2015
2016
2017
FISCAL YEAR
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Masonic Home of Missouri
2018
2019
0 0
2015
2016
2017
FISCAL YEAR
2018
2019
RECOGNITION AND RESOURCE PROGRAMS
9,644
Total Estimated Lives Touched
6,500 Widows
2,500 Veterans
66 Financial Education
578 Social Services
Widows Program Veterans Program Financial Education Program Social Services Program 1
Masonic Home of Missouri
Annual Report 2019
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Widows Program
T
he Widows Program recognizes and honors Masonic widows. In Fiscal Year 2019, 210 condolence cards were sent to grieving families. When a Masonic widow is identified, we send a letter, a widow’s pin, and a widow’s card with her deceased husband’s Masonic information. Should she ever need assistance through the financial assistance programs, this widow’s card contains all the Masonic information a caseworker would need to verify membership requirements. This past year, the Masonic Home sent out 208 letters and widow’s cards. Many of these widows were identified by the lodges and reported to the Masonic Home.
6,500 KEPT IN TOUCH WITH
WIDOWS
The Masonic Home remembers our Masonic widows with various mailings throughout the year, including the Masonic Outreach magazine and a holiday card. Last year, the Masonic Home kept in touch with an estimated 6,500 widows.
If you are a Masonic widow that has not been contacted by the Masonic Home and you would like to keep in touch, please reach out to us. 18
Masonic Home of Missouri
Veterans Program
T
he Veterans Program is a way for the Masonic Home to recognize and thank our Masonic veterans. Prior to this year, the Masonic Home would mail a special lapel pin to our veterans as a small token of our appreciation. This program was expanded this year. A special ceremony has been created to recognize and thank our Masonic veterans in lodge in front of their families and friends. As part of that ceremony, each veteran receives a Grand Lodge of
Missouri flag flown at the Masonic Complex, a Masonic veterans pin and a certificate. The ceremony is conducted by the Masonic Home Ambassadors. The Masonic Home continues to remember our Masonic veterans throughout the year MASONIC HOME THANKED AN ESTIMATED
2,500 VETERANS
with mailings on Armed Forces Day and Veteran’s Day. Last year, the Masonic Home thanked an estimated 2,500 veterans for their service. If you are a Masonic Veteran that has not been contacted by the Masonic Home, please reach out to us. If you are a lodge or chapter that would like to host a ceremony to honor the Masonic veterans in your lodge, please contact the Masonic Home. Help us honor and thank our veterans for their service.
Annual Report 2019
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Financial Education Program
T
he Financial Education Program provides Masonic members and their families with financial counseling services. This program is at no cost to the participants and assists in organizing expenses and debts, budgeting, adjusting to changes in income and life circumstances, and setting shortterm financial goals. The majority of clients that participate in this program are referred from the Short-Term Financial Assistance Program. As a result, the Masonic Home has seen a decrease in repeat requests for assistance and an increase in financial stability for many clients. Many clients are self-referred, looking for guidance to adjust to changes in lifestyle and income. The Financial Education Program does not adhere to the Age and Length of Membership guidelines, making the program available to all Missouri Masonic members and their family members. Participating clients enjoy a CASES better quality of life by reducing OPENED SINCE stress caused from financial INCEPTION concerns. They are better able to manage unexpected expenses, adjust their finances when circumstances change, and avoid financial crisis by implementing the tools they learn in the program. The Financial Education Program has shown steady growth with 216 cases being opened since its inception in 2012, with 33 of those cases opened in Fiscal Year 2019 alone.
ACTIVE FINANCIAL EDUCATION CASES BY MEMBERSHIP
Fa Masons Couples Widows Widows/OES OES Family Member
216
REFERRAL SOURCES FY2019 ACTIVE CASES
80 70
CASES
60 50 40 30 20 10 0 FINANCIAL ASSISTANCE PROGRAMS SOURCE
Social Services Program
F
amilies struggle with making decisions for themselves and their loved ones every day, and part of that struggle is not knowing what resources are available or understanding their complexities. Last year, the Masonic Home provided guidance and information through an estimated 578 social services calls. The Masonic Home provides social services to every individual who applies for help through the Financial Assistance Programs. The Masonic Home helps its clients and their families identify additional assistance available through other organizations and agencies.
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Masonic Home of Missouri
SELF-REFERRALS
578 SOCIAL SERVICE CALLS
O
W
W
C
M
Masonic Museum
T
he Masonic Home of Missouri built the Masonic Museum, a permanent fivethemed gallery museum to weave together the historical significance of the fraternity, the history of the Grand Lodge of Missouri, and the history of the Masonic Home of Missouri, while providing an opportunity to share the historically significant
Masonic items from individuals, lodges and chapters throughout the state of Missouri. The Masonic Museum is free and open for visitors 9:00 a.m. to 4:30 p.m. Monday through Friday when the Masonic Complex is open. Although no appointments are necessary, you are welcome to call the Masonic Home of Missouri at (800) 434-9804 with
any questions you might have regarding availability or if you would like to schedule a group tour of the museum. THE MASONIC MUSEUM IS FREE AND OPEN FOR VISITORS 9 A.M. TO 4:30 P.M. MONDAY THROUGH FRIDAY WHEN THE MASONIC COMPLEX IS OPEN. Annual Report 2019
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2019
Financial Report
by Jodi Blake Director of Finance & Development
22 Masonic 2 MasonicHome HomeofofMissouri Missouri
2019 Financial Report
T
he financial statements of the Masonic Home of Missouri were audited by Williams-Keepers, LLC located in Columbia, Missouri. For the year ended June 30, 2019, the Masonic Home has received a clean, unqualified audit opinion. No adjustments to the records of the Masonic Home were recommended by the auditors during their audit, nor were any recommendations made to management regarding the fiscal operations of the Masonic Home.
NET ASSETS
As a result of another positive investment market, net assets increased by 5% to over $156 million as of June 30, 2019. The overall makeup of the Masonic Home’s funds remains consistent with the prior year. Investments continue to comprise 93% of these assets and slightly more than half of those investments are restricted, which means that access is either not allowed or is limited.
REVENUES
Total revenue increased by nearly 8%, due largely to a 6.6% increase in investment income and 10.7% increase in donor support. Investment income continues to comprise the bulk of total operating revenues, but fell slightly to 72%, while donations account for the remaining 28%. It continues to be a goal of the Masonic Home to grow donor support, while maintaining a level of investment revenue that is sufficient to cover necessary expenses.
PUBLIC SUPPORT TEST The Masonic Home continues to fall below the IRS public support threshold of 33.33% for donor support, and will again attempt to qualify through the 10% Facts and Circumstances Test by submitting a written explanation to the IRS illustrating why the Masonic Home should retain classification as a public charity, rather than a private foundation. It is in the best interest of our clients and
our donors to be classified as a public charity, as classification as a private foundation comes with tax consequences for the organization and limits on tax-deductible contributions for the donors. As donations, especially estate gifts, have decreased over the years, investment income became even more necessary for the programs of the Masonic Home to function; however, the higher our investment income, the more
FIND THE COMPLETE AUDIT REPORT HERE: •
Grand Lodge Annual Communication Report Book
•
Grand Lodge of Missouri Annual Proceedings
•
Masonic Home website at www.mohome.org
•
Upon request
FIND THE IRS FORM 990 HERE: •
Masonic Home website at www.mohome.org
•
GuideStar website at www.guidestar.org
•
Upon request
Annual Report 2019
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2019 Financial Report
difficult it is to satisfy the Public Support Test. Donor support has increased dramatically over the past several years, which is critical to begin meeting the IRS’s minimum requirements again. We are diligently working to increase donor support. Total donor support increased by nearly 11% this year. This is one more example that shows that we cannot carry out our mission without your help.
1% Other
OPERATING REVENUE 34% Inves BY SOURCE
37% Endo
9% Estates & Trusts 17% Unrestricted Contributions 2% Lodge & Chapter Per Capita
37% Endowment Investment Income, net 34% Investment Income, net
EXPENSES BY FUNCTION 67% PROGRAMS 24
Masonic Home of Missouri
REVENUE SOURCE
Investment & Other Income
Donor Support
$3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0
2016
2017
2018
17% Unre
9% Estate
1% Other Income
EXPENSES
Total expenses increased by 2% over the previous year in large part due to repairs made on a failing HVAC system prior to its renovation and work done on the grounds of the Masonic Complex. These costs contributed to an 8% increase in management and general expense. Donations, excluding estate and trust contributions, provided the funding for 73% of direct assistance provided. The remaining assistance was funded by investment income and donations received from estates and trusts. All other program-related expenses, administrative expenses, and fundraising expenses were funded by investment income.
2% Lodge
2019
2019 Financial Report
DONOR SUPPORT
EXCLUDING ESTATES, TRUSTS, & PER CAPITA
$1,000,000
$800,000
$600,000
$400,000
2016
Program
2017
2018
EXPENSES
Management & General
2019
Fundraising
$3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000
2016
17% MANAGEMENT & GENERAL
2017
2018
2019
16% FUNDRAISING Annual Report 2019
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2019 Financial Report
STATEMENT OF ACTIVITIES Investment income, net Endowment income, net Estate and trust contributions Other contributions Grand Lodge per capita and initiation fees Eastern Star per capita fees Interest income, sweep account Other contributions
2019 $1,584,650 $1,478,967 $366,775 $748,741 $79,821 $10,059 $9,793 $35,368
2018 $1,560,825 $1,306,172 $445,787 $549,089 $83,533 $10,788 $6,046 $43,122
Total Operating Support and Revenue
$4,314,174
$4,005,362
Program Services: Outreach Services Museum and Library Management and General Fundraising
$2,267,578 $252,179 $655,892 $607,099
$2,240,791 $251,672 $608,382 $599,284
Total Expenses
$3,782,748
$3,700,129
Excess of operating support and revenue over expenses
$531,426
$305,233
NON-OPERATING REVENUES AND GAINS (LOSSES) Realized and unrealized gains (losses) on investments, net Change in value of split-interest agreements Gain on sale of equipment Total Non-Operating Revenues and gains (losses)
$6,459,293 $(16,758) $$6,442,535
$7,039,733 $157,624 $6,000 $7,203,357
Change in net assets Net assets, beginning of year Net assets, end of year
$6,973,961 $148,979,216 $155,953,177
$7,508,590 $141,470,626 $148,979,216
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Masonic Home of Missouri
2019 Financial Report
STATEMENT OF FINANCIAL POSITION Cash and cash equivalents Accounts receivable Accrued interest receivable Prepaid expenses and other assets Investments Investments limited as to use by the board of directors Contributions receivable from trusts and estates Land, buildings, and equipment, net BeneďŹ cial interest in perpetual trusts
2019 $54,972 $56,196 $497,418 $172,888 $94,087,397 $48,788,117 $1,464,704 $8,644,713 $2,469,078
2018 $467,990 $36,504 $489,319 $184,142 $89,218,040 $46,943,285 $1,400,487 $7,890,169 $2,512,798
Total Assets
$156,235,483
$149,142,734
Accounts payable Accrued payroll and beneďŹ ts Charitable gift annuities liability
$184,614 $91,578 $6,114
$74,248 $81,059 $8,211
Total Liabilities
$282,306
$163,518
Without donor restrictions With donor restrictions
$81,898,942 $74,054,235
$78,005,382 $70,973,834
Total Net Assets
$155,953,177
$148,979,216
Total Liabilities & Net Assets
$156,235,483
$149,142,734
Annual Report 2019
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2019
Development Report
by Jodi Blake Director of Finance & Development
28 Masonic 2 MasonicHome HomeofofMissouri Missouri
2019 Development Report
T
DONATION DISTRIBUTION
hrough the generosity and loyalty of nearly 1,400 donors this year, the Masonic Home was able to impact the lives of nearly 27,000 individuals across the state. Thank you for sharing your passion with us to help those in need. Every dollar given went toward direct financial assistance.
GENEROSITY
This year, we had one donor hit an impressive milestone – Thomas A. Spencer became the first member of the Harry S. Truman Society of The Truman Club. Not only has Spencer been generous with his financial support, he has also been an advocate that encouraged others to step up and support the mission of the Masonic Home. Thank you, Tom! Lodges and chapters across the state continued to support the Masonic Home. Fifty-six percent of lodges increased their giving and 63% of chapters increased their giving. The average gift from a Truman Club member was $570, while total giving by non-Truman Club members increased by 5%.
LOYALTY
We are blessed to hold a place in the hearts of so many year after year, with 117 individuals and 56 organizations having supported the Masonic Home for 10 or more consecutive years. Nearly 30 lodges have supported the Masonic Home for over 15 years. One-hundred percent of the Masonic Home Board of Directors
34% General Contributions
13% Lodge & Chapter Support
22% Fundraising Events & Appeals
18% Partnership Program
14% On-going Trust Donations
and key staff financially supported the Masonic Home during the year, along with 88% of overall staff and over 40% of former board members.
IMPACT
During Fiscal Year 2019, 100% of every donor dollar went to fund the Masonic Home’s programs. The number of lives impacted by the generosity of our donors increased by 19.4%
compared to last year. Take a look at the Programs section of this publication to see your donations at work. Your ongoing support is critical to the ability of the Masonic Home to carry out this charitable work. During Fiscal Year 2019, with your help, the Masonic Home touched the lives of nearly 27,000 individuals, with over $1.3 million in charitable assistance. Annual Report 2019
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2019 Development Report
EVENTS TRUMAN CLUB DINNER
Held Saturday, September 22, the 2018 Truman Club Dinner was the largest yet with a turnout of 152 guests. Attendees enjoyed a cocktail hour, Stock Your Bar raffle, and silent auction, followed by a delicious dinner. Executive Director Ramsey spoke briefly about the importance of partnerships, recognizing the many types of partners in the room, some of which included corporate sponsors, donors, Masonic Home reps, and those who’ve made referrals or worked the partnership programs. A short video highlighted several problems that the Masonic Home is helping to solve, including food insecurity for Missouri children and elder isolation throughout the Masonic family, among others. Over $38,000 was raised to help in this endeavor. OPEN HOUSE
The annual Masonic Home of Missouri Open House took place Sunday, September 23, 2018 at the Masonic Complex in Columbia, Missouri. The Masonic Museum was open for tours, showcasing a temporary photo display featuring Winston Churchill and President Harry S. Truman during Churchill’s visit to Westminster College. The Grand Chapter opened its offices to greet guests, and the Lodge of Research opened the Masonic Research Library to visitors. M A S O N I C H O M E R E P R E S E N TAT I V E S L U N C H E O N
The Masonic Home Representatives Luncheon was held Monday, September 24, 2018 at the Holiday Inn Executive Center during Grand Lodge Annual Communication. Bob Martin was named the Masonic Home Representative of the Year. Twenty-four lodges were recognized for their participation in the partnership programs at the five, 10, or 15-year level. Awards were also presented to 39 lodges who joined or moved to a new level within The Vincil Society. Congratulations to all of the lodges recognized for their participation in programs or their financial support. TRUMAN CLUB REGIONAL EVENTS
A Regional Truman Club Event was held in Columbia on November 1, 2018. Hosted by local individuals, the event provided an opportunity for guests to learn more about the Masonic Home and The Truman Club. The growth of The Truman Club is due, in part, to these regional events. Thank you to those who hosted or attended this year’s gathering. CHARITY GOLF TOURNAMENT
The 17th Annual Masonic Home Charity Golf Tournament sponsored by Commerce Trust Company was held June 10, 2019. Over $66,000 was raised, with 100% of the proceeds benefitting the three Partnership Programs: Creating-A-Partnership, Partnering to Honor, and Masonic Family Cares. 30
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2019 Development Report
“I think [supporting the Masonic Home] reflects the very core of Masonic thought.” - VERN H. SCHNEIDER, 2018
memberships, ending the year with 657 total members. JOIN THE VINCIL SOCIETY
GET INVOLVED JOIN THE SCHNEIDER LEGACY SOCIETY
MWB Vern H. Schneider’s leadership, on the Masonic Home Board and as legal counsel, spanned over 40 years, his service to the Masonic Home over 60 years. He was dedicated to ensuring a prosperous future for the Masonic Home through his leadership, his guidance, and his work with estates and trusts. Schneider believed strongly in legacy giving, a way to make a difference far beyond the measure of one’s lifetime. Renamed in 2019 as a tribute to MWB Vern H. Schneider, 32
Masonic Home of Missouri
Schneider Legacy Society members are those who have placed the Masonic Home in their estate plans, creating a lasting legacy of philanthropic impact. The Schneider Legacy Society welcomed 7 new members, ending the year with 221 total members, with contributions totalling $366,775. JOIN THE TRUMAN CLUB
Truman Club donors make an annual and on-going commitment of support to the Masonic Home. During Fiscal Year 2019, Truman Club members contributed $405,387, welcomed 61 new members, and upgraded 65
Lodges, chapters, and other organizations who have contributed at least $500 to the Masonic Home since January 1, 2014 comprise The Vincil Society. During Fiscal Year 2019, Vincil Society members contributed $102,758, welcomed 36 new members, and upgraded 15 memberships, ending the year with 224 total members. GIVE TO PENNY-A-DAY
Penny-A-Day is an exclusive giving opportunity for members of lodges and chapters to give to the Masonic Home through their annual dues. Combined, lodges and chapters throughout Missouri raised over $36,000 through this program to assist eligible adults and children in need during the fiscal year.
DONORS AND PARTNERS Thank you to our corporate sponsors. DIAMOND Central Bank of Boone County centralbank.net Central Trust centraltrust.net Commerce Trust Company commercetrustcompany.com
GOLD The Business Times Company businesstimescompany.com
BRONZE Williams-Keepers LLC williamskeepers.com
Legacy Society Truman Club Vincil Society Penny-A-Day Partnership 1
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Legacy Society Truman Club Gold Leaves
GIFTS RECEIVED Hermine J. Brooks Trust Charles M. & Bernice W. Christy Trust Gary & Delores Estes Trust The Charles Hart & Shirley Hart Trust Logan H. Hutton Trust Cora Ludwig Estate Edgar Miller Trust Estate of William Reinhardt, Jr. Robert L. Walz Trust
Silver Leaves
NOTIFICATIONS RECEIVED Earl F. and Suzanne Burkhardt Joint Living Trust Harold F. Klein Trust Estate of Michael D. New
Truman Society Members Harry S. Truman Society $250,000 and above cumulative Maj. Thomas A. Spencer AUS (Ret.) Omar Bradley Society $50,000 - $99,999 cumulative Jerry A. Dodd Alice and Terry Shofner Charles A. Lindbergh Society $25,000 - $49,999 cumulative William J. and Phyllis J. Bowser Private Donor Lon and Ginny Goede Jim and Yvonne McManigle
Members shown in bold achieved a new level during the fiscal year. 34
Masonic Home of Missouri
Samuel Clemens Society $10,000 - $24,999 cumulative Ken and Cathy Crawford Doak Doolittle Jim and Dorothy Fiete Jim and Lindy Ford Mr. and Mrs. Byron E. Hams Dave and Diane Haywood Jacqueline and Gary Hinderks Keith and Beverly Neese Richard E. Paul David and Friday Ramsey Dan and Anne Searing Doug and Kay Sprouse Grace A. Thornton Earnest O. West Roy F. and Bernie Wilde Thomas Hart Benton Society $5,000 - $9,999 cumulative Mr. and Mrs. William O. Bangerter
Stanton T. Brown II John W. Carter Jr. Garry L. Dalton Richard E. Graff Gordon and Beverly Hopkins Charles and Sue Howell Ronald and Susie Jones James and Vickie Keller Rick and Susan Kern Kenneth R. Koerber Charlie and Vicki Lynch Robert and Carolyn Mason John and Lynda Pace Kyle and Yvette Palacios Jeff Quibell David and Kathe Ramsey Jason and Barbara Ramsey John and Rose Schloot Larry Schroeder Richard and June Smith Billie R. and JoAnn Sullivan Mark Suycott Christine and Harry L. Tripp Jr. Gail and Tina Turner Ralph and Ellen Walker Jim and Jackie Walters Richard and Karen Weber Charlie and Debbe Wiegert
Laura Ingalls Wilder Society $2,500 - $4,999 cumulative Freddie and Lauretta Adams David Appleby Keith and Cathy Bail John and Karen Barhydt Clarence A. “Buzz� Barrows Jerry and Joanne Berneche Sean and Jodi Blake Emmett and Debbie Bryson Roy and Janice Cary David and Clara Combs Cleo and Karen Crawford Rick and Ellie Crawford Larry and Linda Sue Davis Gary and Norma Day Bill and Lois Dill James and Carol Eaton Marlen Edwards Richard Ferranto Dr. George F. Fischer Michael and Stephanie Flagg James and Elizabeth Flaherty
Lendon and Mary Garrison Jean P. Haberichter Melvin and Jaunita Hall Lester and Audrey Halmrast Tommy and Helen Hamlett Gil and Dorothy Head John and Carol Hendrickson Ronald E. Holmes Don and Donna Hoover Rick and Barbara Huddleston Kenneth F. Huston Mrs. Frances Ignacio Charles A. Iselin James M. Knight Jeff and Melissa Lee Gary G. Lipscomb Richard L. and Rebecca Mansfield Edward McCullough Lee L. McMillan Jr. Jim and Janice Mercer Donald J. Newman Jr. David and Dorothy Norman Jack and Debi Olson Pete and Mary Papasifakis Eugene and Joan Peak LeRoy E. and Linda A. Peterson David and Lois Powell John and Pat Purtell Doug Reece and Gayle Behr Mark and Danette Robb Roy Rodgers Dale and Cathy Roller Jim and Debbie Schepers Vern Schneider The Shepherd Foundation Jesse L. Smith LeRoy and Margaret Spears James Ellis Spencer Daniel W. Stehly Russell and Betty Stokes Tim and Kathryn Thomas Parker C. Thompson Chad and Jennifer Wagoner Private Donor Dale C. and Lelah Mae West Jerry W. Wideman Roger and Patricia Wilson Ron and Betty Wood Kenneth C. Ziegler
Lewis and Clark Society $1,000 - $2,499 cumulative
Robert S. Alexander Jim and Wilma Arnold Richard and Marie Auernheimer Bill and Beverly Barr George Barrios Willard and Connie Bean Troy and Patti Bernard Marland and Cindy Blinn Robert and JoAnne Bodine Jack and Lillian Bolozky Ed and Judy Bousquet James W. Bowles Private Donor Glenn F. Brown JoAnne Bryan Earl and Suzanne Burkhardt Bill and Laura Burnett Ronald B. Burt William J. Carboneau Daren and Sandy Clark Larry R. Clemens Larry and Donna Cook Charles W. Crawford Joseph M. Cunningham Andy and Sue Ann Dalton Larry and Judith Darnell Hank and Beatrice Deibel Warren and Karen Dixon Andrew and Carolyn Dorsey Gene O. Drury Terry and Marie Duckett Steve and Ina Duncan Ronald L. Dunlap Jimmie Durkee David A. Emring Dennis Fetter William and Sandra Fields Jewell and Sharon Fields Miriam Fischer Russell and Carol Fisher Don and Yvonne Fligge Michael and Janet Ford Robert A. Foster John W. Frederick Kevin and Joy Fuller Bill and Christine Gansemer Kevin and Janet Gasper Eugene and Pat Goebel Gale and Caroline Going George P. Goldstein Dr. Venton D. Goodnight Gary and Maxine Green
Members shown in bold achieved a new level during the fiscal year. Annual Report 2019
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Gerald L. Greenstreet Homer and Ruthellen Grose Harold and Sandra Hackler Robert E. Hammond Sam and June Hamra Darrel M. Hanson Wayne and Dorothy Heins Don S. Hollingsworth Roger N. Hopkins Roy and Mildred Howerton Delbert C. Huddleston William K. Hulse John and Valerie Ites Eli and Geraldine Jeffries Barry and Linda Jenkins Mark and Carolyn Johnsen Donald L. Justice Richard and Carolyn Kaeser Sherman and Anne Keathley Robert and Karen Keeton Anthony J. Kerns J.R. and Mary Ketchum William and Virginia Kilburn William J. King John and Patsy Knapp Dan Landrum Leonard M. Landsbaum J.R. Latta Jack and Kathy Laughlin Steve and Carol Leehy Alice K Leeper June Lenger Garry and Brenda Lewis Joe and Linda Lewis Hugh and Betty Libby Doug Lollar Larry Lyons G.E. Mansfield, Jr. Lee and Rebecca McCollum Darby Meehan Taz and Angelia Meyer Charles K. Miller Jr. Keith and Jill Mitchell Steven C. Monrotus Fred and Ellen Mottaz Jack and Nancy Munson Art and Phyllis Murray Dayle R. Nelson Chris and Margaret Newbold Chris Nickle Glen and Janet Ocheskey Ed Olliges
Roger W. Owens William and Lora Padley Nichole and Ron Phillips Bert E. Pierson Jr. Carl and Eunice Ploeger Elmer and Diana Revelle Eugene and Phyllis Rich Buddy and Becky Roberts Bobby and Dorothy Robertson Paul and Patricia Rodriguez Kermit E. Rosenthal Joseph S. Russell Robert L. Schmidt David P. and Janice K. Schnelle James and Barbara Shemwell Private Donor Marshall and Ann Simpson Michael and Jennifer Singer Randy and Linda Sinley John and Bernice Skaggs Gentry E. Slone Craig J. Smith Cameron M. Soper Bob and Sharon Spence Alva and Evelyn Sporer Patrick C. Squires Lee and Pat Stallings Don and Lola Stanley James D. Steele David Stepanek Jimmie and Cheryl Stewart Phillip P. Stringfield Terry and Donna Struse Mel and Betty Sundermeyer Kyle and Andrea Thacher Joseph and Connie Thee Marcus and Shirley Theodore Private Donor Robert L. Trewatha Harold and Elsie Turnbull Kirby D. Vanatta Billy R. Vickery Michael and Leslie Voyles Charles W. Wackerly Jean and Ethel Warden Robert and Dora Warder Timothy Warstadt Marc and Nancy Weiner Mitch and Beth Weinsting Robert and Sherry Welch Ken and Patricia Wenk Darvin and Susan Weston
Members shown in bold achieved a new level during the fiscal year. 36
Masonic Home of Missouri
Jimmie L. Wharton Cary and Jacque White Ben E. Whited Private Donor Richard J. Woods Richard and Donna Wright Private Donor
Annual Club Members
Jeffrey Adams Paul Allison Donald V. Arends James and Diane Ashby Walter and Marilyn Barnes Melvin and Maxine Baum Bruce G. Bax Gary and Patricia Belt John P. and Annabelle Bennett Ralph E. Boyer Glen A. Brenner Muriel and Carolyn Brock James H. Brokenicky Tom and Alice Faye Brown Travis D. Burks Spencer Burnham Guy and Sandra Callison Donald and Delores Cannon Steve L. Carr Dennis J. Carroll Wayne and Marilyn Clark Floyd K. Cleveland John V. Colasanti Thomas M. Corum Ray and Evelyn Daugherty Dr. John Kyle Day James P. Ditter Travis Dixon and Jane Kanak Harold D. Earp Henry A. Eirich Howard R. Elmore Jr. Carroll and Nancy Esry Lou and Phyllis Fabre Woodrow W. Fitzgerald Marcus A. Foreman Thomas F. Fowler Bobby A. Fullerton Karen Gaertner Stephen A. Glascock and Kathryne Hodits Jonathan Good William and Joan Halliburton Kenneth E. Hampton
Dan Hancock Kevin L. Hensley Charles and Joan Hillis John L. Hoeykens William and Velma Howard Thomas E. Howell Tom and Gail Hufft Russell and Judith Humphrey Jr. Bob and Marguerite Jenkins Kevin Keating Mr. and Mrs. Dwight Kinnett Ryan and Julie Kirchhoff Paul and Ellen Koch Robert and Carol Kumbera Wayne and Joan Lavanchy Richard and Carol Littlefield Bobby and Joyce Livesay Memorial Frank and Sue Lukenbill Thomas H. Magee Alfred and Joan Mason Ray McDowell Gene M. McGhee James P. McLane Cecil and Elizabeth McLard Byron K. Mitchell John N. Mitchell
Basil and Ursula Moore Lynn and Janet Morris Mitchell Morrow Dick and Dawn Nelms Brian and Kiew Nguyen Dorothea A. Niebling Dr. James A Noland Jr. David and Mary Lou Nutt Jerry and Phyllis Oliver Thomas and Marla Pariseau David and Robin Perkins Dan and Anita Philbrick Jonathan and Michelle Phillippe Cletus and Tiffany Rademacher James L. Ray Guy R. Rector Carlos A. Rios James and Joanne Rodgers William E. Rodgers Walter S. Rosenbaum Debbie Royce Arney and Carolyn Sanders Jr. Richard and Antoinette Schmeer Richard A. Schulz Doyle Shaffer Roger K. Smith
Carlin L. Smittle Dennis and Cathy Spears John and Beverly Spenader Robert L. and Verlynne Starr Charles G. Steltzer Larry Storer Vernon W. Strickland Glenn Striebig Joshua and Wendi Thompson Lonnie and Zoe Tucker Marty O. Vandenburg Greg Walker and Megan Berryessa Gary and Linda Wallace Willard and Nellie Wamsley Theodore D. Washington John G. Weedin Ed and Mary Lee Weible Paul Werner Troy G. Whitton Benjamin L. Williams James and Vicki Winship Christopher L. Wistrom Danny C. Wright Gary and Mary Young Charles H. Zeigler Gene M. Zinn
Members shown in bold achieved a new level during the fiscal year. Annual Report 2019
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Vincil Society Platinum Level Members $25,000 - $49,999 cumulative Central Bank of Boone County Central Trust Company Grand Chapter of Missouri O.E.S.
Gold Level Members
$10,000 - $24,999 cumulative Commerce Trust
Silver Level Members
$5,000 - $9,999 cumulative Bob McCosh Boone Electric Cooperative The Business Times Company
Fellowship Lodge No. 345 Gateway Lodge No. 40 Modern Litho-Print Company St. Louis Missouri Lodge No. 1 Tuscan Lodge No. 360 Williams-Keepers LLC
Nickel Level Members
$2,500 - $4999 cumulative Acacia Twilight Lodge No. 114 Bolivar Lodge No. 195 Bridgeton Lodge No. 80 Broadway Supply Company Columbia Country Club Gardenville-Cache Lodge No. 455 Jefferson Lodge No. 43 Jeffrey E. Smith Companies Leadwood Lodge No. 598
Members shown in bold achieved a new level during the fiscal year. 38
Masonic Home of Missouri
MACDDS Missouri Credit Union Noble Lodge No. 684 O’Sullivan Lodge No. 7 Poplar Bluff Lodge No. 209 Richland Lodge No. 385 Rolla Lodge No. 213 Summit Lodge No. 263 Troy Lodge No. 34 Wentzville Lodge No. 46
Bronze Level Members
$500 - $2,499 cumulative 15th District O.E.S. Adair Lodge No. 366 Alarm Communications Center Inc Algabil-Freedom Lodge No. 636 All About Signs & Shirts
Ameren Missouri Andy’s Frozen Custard/Ozark Custard LLC Angerona Lodge No. 193 Arnold Lodge No. 673 Barry Daylight Lodge No. 17 Belton-Grandview Lodge No. 450 Bernie Lodge No. 573 Billings Lodge No. 379 Blue Springs Lodge No. 337 Boone County Lumber Co. Brotherhood Lodge No. 269 Buckner Lodge No. 501 Canopy Lodge No. 284 Capital Paving Carthage Lodge No. 197 Cass Lodge No. 147 Central Crossing Lodge No. 674 Chamois Lodge No. 185 Charity Zeredatha Lodge No. 189 Christian Lodge No. 392 Clinton Lodge No. 548 Collegiate Awards Columbia Printing & Sign Cooper Lodge No. 36 Corinthian Lodge No. 265 Country Club of Missouri Craftsmen Lodge No. 717 Crestwood-Anchor Lodge No. 443 Custom Cut Lawn Care D & H Drugstore Dexter Lodge No. 532 Drury Hotels, Inc. Easter Lodge No. 575 Excelsior Lodge No. 441 Farmington Lodge No. 132 Fenton Lodge No. 281 Forsyth Lodge No. 453 Fraternal Lodge No. 363 Friend Lodge No. 352 Galena Lodge No. 515 Gate of the Temple Lodge No. 422 George Washington Lodge No. 9 GFI Digital Inc. Glenwood Lodge No. 427 Gower Lodge No. 397 Grand River Lodge No. 276 Harold O. Grauel Lodge No. 672 Hebron Lodge No. 354 Henderson Lodge No. 477 Hickory Hill Lodge No. 211
Hillyard Inc Hogles Creek Lodge No. 279 Holiday Inn - East Holiday Inn Executive Center - Sales Dept. Hy-Vee Integrated Facility Services Isle of Capri Casino Ivanhoe Lodge No. 446 Jackson Lodge No. 82 Jewel Lodge No. 480 Jimmy John’s Joachim Lodge No. 164 Joe Machen’s Dealerships Just Jeff’s Kirksville Lodge No. 105 Kirkwood Lodge No. 484 La Plata Lodge No. 237 Laclede Lodge No. 83 Lanit Liberty Lodge No. 31 Lincoln County Lodge No. 682 Linn Creek Lodge No. 152 Lucky’s Farmers Markets Holdings LLC Bronze Level Macadoodles Mansfield Lodge No. 543 McAlister’s Mechanicsville Lodge No. 260 Meramec Lodge No. 313 Meridian Lodge No. 2 MFA Oil Company Missouri River Monument Co. LLC Missouri Show Me State Grand Representative Club Montgomery Lodge No. 246 Monticello Lodge No. 58 Mount Olive Lodge No. 439 Nauser Beverage Neosho Lodge No. 247 Nodaway Lodge No. 470 Old Kinderhook Osage Lodge No. 303 Perseverance Lodge No. 92 Plato Lodge No. 469 Pride of the West Lodge No. 179 Providence Bank Bronze Level Queen City Lodge No. 380 Raised Mountain Travelers Ray Lodge No. 223 Richmond Lodge No. 57
Rising Sun Lodge No. 13 Rushville Lodge No. 238 Saline Lodge No. 226 Sam’s Club Samaritan Lodge No. 424 Sampson Lodge No. 298 Shawnee Lodge No. 653 Sheffield Lodge No. 625 Shekinah Lodge No. 256 Shelter Insurance Sikeston Lodge No. 310 Socket Telecom, LLC Solomon Lodge No. 271 Sparta Lodge No. 296 Spirit of St. Louis Lodge No. 27 St. Charles Lodge No. 241 St. Clair Lodge No. 273 St. Francois Lodge No. 234 St. Joseph Lodge No. 78 Stephanie Wilmsmeyer State Farm Agency LLC Strafford Lodge No. 608 Swope Park Lodge No. 617 Sydenstricker Table Rock Lodge No. 680 Temperance Lodge No. 438 Timberline Custom Cabinets Union Lodge No. 593 United Lodge No. 5 University of Missouri System Veterans United Home Loans Wakanda Lodge No. 52 Wayne Lodge No. 526 Waynesville Lodge No. 375 Webster Lodge No. 98 Weston Lodge No. 53 Widows Sons Hirams Horde Chapter Willard Lodge No. 620
Penny-A-Day Acacia Twilight Lodge No. 114 Ada Lodge No. 444 Adair Lodge No. 366 Algabil-Freedom Lodge No. 636 Allensville Lodge No. 198 Angerona Lodge No. 193 Arlington Lodge No. 346
Members shown in bold achieved a new level during the fiscal year. Annual Report 2019
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Arnold Lodge No. 673 Arrow Rock Lodge No. 55 Ashland Lodge No. 156 Barry Daylight Lodge No. 17 Bayou Lodge No. 365 Beacon Lodge No. 3 Bee Hive Lodge No. 393 Belle Lodge No. 373 Belton-Grandview Lodge No. 450 Bernie Lodge No. 573 Bethany Lodge No. 97 Billings Lodge No. 379 Blackwell Lodge No. 535 Blue Springs Lodge No. 337 Bolivar Lodge No. 195 Branson Lodge No. 587 Brotherhood Lodge No. 269 Buckner Lodge No. 501 Canopy Lodge No. 284 Cape Council No. 20 Cape Girardeau Commandry No. 55 Carl Junction Lodge No. 549 Cass Lodge No. 147 Central Crossing Lodge No. 674 Centralia Lodge No. 59 Chamois Lodge No. 185 Charity Zeredatha Lodge No. 189 Christian Lodge No. 392 Clark Lodge No. 610 Clay Lodge No. 207 Clinton Lodge No. 548 Compass Lodge No. 120 Composite Lodge No. 369 Cooper Lodge No. 36 Corinthian Lodge No. 265 Cosby Lodge No. 600 Craftsmen Lodge No. 717 Crestwood-Anchor Lodge No. 443 Criterion Lodge No. 586 Decatur Lodge No. 400 Dexter Lodge No. 532 Easter Lodge No. 575 Fairfax Lodge No. 483 Farmington Lodge No. 132 Fellowship Lodge No. 345 Fenton Lodge No. 281 Forsyth Lodge No. 453 Four Mile Lodge No. 212 Fraternal Lodge No. 363 Friend Lodge No. 352 Galena Lodge No. 515 Gardenville-Cache Lodge No. 455 Gateway Lodge No. 40 40
Masonic Home of Missouri
George Washington Lodge No. 9 Glenwood Lodge No. 427 Gower Lodge No. 397 Grand Chapter of Missouri O.E.S. Grand River Lodge No. 276 Grandin Lodge No. 579 Greensburg Lodge No. 414 Greenville Lodge No. 107 Hallsville Lodge No. 336 Harold O. Grauel Lodge No. 672 Hebron Lodge No. 354 Henderson Lodge No. 477 Hermitage Lodge No. 288 Hickory Hill Lodge No. 211 Hogles Creek Lodge No. 279 Holliday Lodge No. 660 Hope Lodge No. 251 Hornersville Lodge No. 215 Huntsville Lodge No. 30 Ivanhoe Lodge No. 446 Jefferson Lodge No. 43 Jerusalem Lodge No. 315 Jewel Lodge No. 480 Joachim Lodge No. 164 Joplin Lodge No. 335 Kearney Lodge No. 311 King Solomon Lodge No. 95 Kirksville Lodge No. 105 Kirkwood Lodge No. 484 La Plata Lodge No. 237 Laclede Lodge No. 83 Lanes Prairie Lodge No. 531 Leadwood Lodge No. 598 Lebanon Lodge No. 77 Liberty Lodge No. 31 Lincoln County Lodge No. 682 Linn Creek Lodge No. 152 Mansfield Lodge No. 543 Mechanicsville Lodge No. 260 Meramec Lodge No. 313 Meridian Lodge No. 2 Milton Lodge No. 151 Moberly Lodge No. 344 Montgomery Lodge No. 246 Monticello Lodge No. 58 Mount Olive Lodge No. 439 Mount Vernon Lodge No. 99 Mountain View Lodge No. 637 Naphtali Lodge No. 25 Neosho Lodge No. 247 New Hope Lodge No. 199 Noble Lodge No. 684 Nodaway Lodge No. 470 O’Sullivan Lodge No. 7
Osage Lodge No. 303 Perseverance Lodge No. 92 Phoenix Lodge No. 136 Plato Lodge No. 469 Platte City Lodge No. 504 Poplar Bluff Lodge No. 209 Pride of the West Lodge No. 179 Queen City Lodge No. 380 Ray Lodge No. 223 Richland Lodge No. 385 Richmond Lodge No. 57 Rising Sun Lodge No. 13 Rolla Lodge No. 213 Rushville Lodge No. 238 Saline Lodge No. 226 Sampson Lodge No. 298 Saxton Lodge No. 508 Shawnee Lodge No. 653 Sheffield Lodge No. 625 Shekinah Lodge No. 256 Sheldon Lodge No. 371 Sikeston Lodge No. 310 Solomon Lodge No. 271 Sparta Lodge No. 296 Spirit of St. Louis Lodge No. 27 St. Clair Lodge No. 273 St. Francisville Lodge No. 588 St. Francois Lodge No. 234 St. James Lodge No. 230 St. Joseph Lodge No. 78 St. Louis Missouri Lodge No. 1 Strafford Lodge No. 608 Summit Lodge No. 263 Swope Park Lodge No. 617 Table Rock Lodge No. 680 Temperance Lodge No. 438 Troy Lodge No. 34 Tuscan Lodge No. 360 Union Lodge No. 593 United Lodge No. 5 University Lodge No. 683 Vandalia Lodge No. 491 Versailles Lodge No. 320 Vincil Lodge No. 62 Wakanda Lodge No. 52 Wallace Lodge No. 456 Waverly Lodge No. 61 Wayne Lodge No. 526 Waynesville Lodge No. 375 Webster Lodge No. 98 Wentzville Lodge No. 46 Weston Lodge No. 53 Wilson Chapter No. 75 O.E.S.
Partnership Lodges & Chapters 15 Years or More Participation in a Partnership Program Robert Burns Lodge #496 Summit Lodge #263
10 Years or More Participation in a Partnership Program Bee Hive Lodge #393 Billings Lodge #379 Clay Lodge #207 Fraternal Lodge #363 Lathrop Lodge #506 Leadwood Lodge #598 Montgomery Lodge #246 Osage Lodge #303 O’Sullivan Lodge #7 Owensville Lodge #624 Samaritan Lodge #424 Sampson Lodge #298
5 Years or More Participation in a Partnership Program Acacia Twilight Lodge #114 Bernie Lodge #573 Branson Lodge #587 Bridgeton Lodge #80 Brotherhood Lodge #269 Clinton Chapter #73 Columbia Lodge #534 Crestwood Anchor Lodge #443 Decatur Lodge #400 Fairfax Lodge #483 Galena Lodge #515 Gardenville Cache Lodge #455 Gate of Temple Lodge #422 Greenville Chapter #337 Greenville Lodge #107 Hallsville Lodge #336 Henderson Lodge #477 Hermann Lodge #123 Hermitage Lodge #288 Higginsville Lodge #364 Hillsboro Chapter #71 Hopewell Lodge #239 Joachim Lodge #164
Laclede Lodge #83 Lamar Lodge #292 Lebanon Lodge #77 Mansfield Lodge #543 Marceline Lodge #481 Mokane Lodge #496 Mountain View Lodge #637 Mt. Hope Lodge #476 Mt. Olive Lodge #439 Mt. Zion Lodge #327 Noble Lodge #684 Nodaway Lodge #470 Pauldingville Lodge #11 Richland Lodge #385 Richmond Lodge #57 Salem Lodge #225 St. James Lodge #230 Strafford Lodge #608 Sullivan Chapter #105 Table Rock Lodge #680 Union Lodge #593 Vandalia Lodge #491 Warrenton Lodge #609 Webster Lodge #98 Willard Lodge #620
Fewer than 5 Years Participation in a Partnership Program Angerona Lodge #193 Bolivar Lodge #195 Bonhomme Lodge #45 Cairo Lodge #486 Carthage Lodge #197 Compass Lodge #120 Crescent Hill Lodge #368 De Soto Lodge #119 Dexter Lodge #532 Eminence Chapter #93 Fellowship Lodge #345 Fenton Lodge #281 Florissant Chapter #161 Forsyth Lodge #453 Gateway Lodge #40 Gower Lodge #397 Grand River Lodge #276 Hannibal Lodge #188 Herculaneum Chapter #325 Holden Lodge #262 Hope Lodge #251
103 LODGES AND CHAPTERS PARTNERED WITH THE MASONIC HOME OF MISSOURI IN FY2019. Ivanhoe Lodge #446 Jewell Chapter #492 Liberty Lodge #31 Lincoln Lodge #138 Meridian Lodge #2 Moberly Lodge #344 Mt. Hope Chapter #74 Naomi Chapter #296 Naylor Lodge #568 Owensville Chapter #414 Pomegranate Chapter #397 Puxico Chapter #422 Richmond Chapter #255 Rolla Chapter #176 Shawnee Lodge #653 Shekinah Lodge #256 St. Louis Lodge #1 Vincil Lodge #62 Wakanda Lodge #52 Wayne Lodge #526 Annual Report 2019
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Masonic Home of Missouri Organizational Chart
OUTREACH PROGRAMS
PUBLIC RELATIONS Carly Dibben Accredited Financial Counselor
Allyson Reynolds Financial Assistance Caseworker Dana Morgenthaler Financial Assistance Caseworker
Tisha Woodard Partnership Programs Coordinator
Chantana Irvin Masonic Family Cares Coordinator
42 Masonic 2 MasonicHome HomeofofMissouri Missouri
Shannon Beck Public Relations Coordinator
Barbara Ramsey Executive Director
FINANCE & DEVELOPMENT
ADMINISTRATION
Julie Kadow Accountant
Jodi Blake Director of Finance & Development
Norma Carmody Accountant
Julie Kirchhoff Annual Giving Officer
Richard White Maintenance Supervisor
Michelle Phillippe Administrative Office Coordinator
Kathy Horn Receptionist
Jackie Walters Major Gifts Officer
3 Annual AnnualReport Report201 201 9 8 43
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Masonic Home of Missouri
Masonic Home of Missouri 6033 Masonic Drive, Suite A Columbia, MO 65202 (800) 434-9804 www.mohome.org