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Michigan Masonic Charitable Foundation EIN 38-3266089

Michigan Masonic Charitable Foundation

EIN  38-3266089 Public charity (501(c)(3)) Alma, MI Founded 1996
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/28/26 · see original filing: IRS
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Size
$10–100M
What they do
Improves lives for Michigan Masons, their families, and communities through program investment.
Leadership
Robert P Conley · Former CEO · $162K
Money in and out
$18.4M revenue, $13.0M expenses
Bottom line
83% program efficiency

Improves lives for Michigan Masons, their families, and communities through program investment. For fiscal year 2025 it reported $18.4M in revenue, $13.0M in expenses, and $145.4M in net assets.Pt I

Where the money goes · FY2025
Total revenue
$18.4M
Pt VIII · Ln 12
Total expenses
$13.0M
Pt IX · Ln 25
Net assets
$145.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $5.4M
Where spending went · Part IX cols B–D
Program services $0.83 Management & general $0.15 Fundraising $0.02
Program efficiency
83%
of spending reaches programs▼ -8% vs prior filing year
Operating runway
132.3mo
months of highly liquid reserves at operating expense rate▲ +79% vs prior filing year
Surplus margin
+29%
revenue over expenses, this year▲ +105% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$18.4M
FY2025▲ +455%
Expenses
$13.0M
FY2025▼ -41%
Total assets
$146.4M
FY2025▲ +7%
Total liabilities
$1.0M
FY2025▼ -3%
Total revenue
$18.4M
Pt VIII · Ln 12
Total expenses
$13.0M
Pt IX · Ln 25
Net assets
$145.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$5.4M
Total assetsPt X · Ln 16$146.4M
Program-expense ratioPt IX · col B83%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

3 program services account for $10.7M of program spending, described in the organization's own filed words · FY2025.
01

Lodge and Chapter Charity Account Programming is the Gateway for allowing more lodges and chapters the opportunity to build, enrich, strengthen, and transform their relief programs and community philanthropy through scholarships, community charities, or relief aid.

$10.1Mprogram expense
02

Provide financial support to Masonic affiliated residents living at Michigan Masonic Home. Approximately 28 Masonic (Total building census: 207) affiliated residents benefit from the charity of the Foundation.

$383Kprogram expense
03

The Michigan Masonic Charitable Foundation provides as a community charitable outreach program a charitable gift to the Say Detroit Charities of $500,000 annually. This year of 2026 (FY 27) we have changed our commitment to $250,000.00 annually.

$250Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMichigan Masonic Charitable Foundation
EINHdr · item D38-3266089
Principal addressHdr · item CAlma, MI
WebsiteHdr · item Jwww.michiganmasons.org
Year of formationHdr · item L1996
State of legal domicileHdr · item MMI
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFYouth Development (O55)
Ruling yearIRS BMFAug 1996

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Robert P Conley
Former CEO
$162,271Pt VII · Sec A
Blair Schadler
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jan Cross
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Robert P Conley’s $162K as Former CEO is at the 15th percentile of top reported officer pay among 189 $10–100M youth development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2025FY2024FY2021FY2020
Robert P Conley$162,271$17,022———
Walter Wheeler———$76,956$112,956
Robert P Conley——$17,204——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income$16.2M · 88%
Contributions & grants$2.0M · 11%
Other revenue$212K · 1%
Investment income88%$16.2M
Contributions & grants11%$2.0M
Other revenue1%$212K
— government grantsLn 1e$2.0M
Total revenueLn 12$18.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.83 Management & general $0.15 Fundraising $0.02
Program services83%$10.7M
Management & general15%$2.0M
Fundraising2%$254K
Total functional expensesLn 25$13.0M

Balance Sheet

Part X · end of year
CashLn 1$441K
Total assetsLn 16$146.4M
Total liabilitiesLn 26$1.0M
Total net assetsLn 32$145.4M
Months of cash on handcomputed0.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $143.4M · Operating expenses/yr $13.0M
132.3 months
Where the money goes
Program services
Program services $10.7M · Total expenses $13.0M
83%
Management & General
Management & general $2.0M · Total expenses $13.0M
15%
Fundraising
Fundraising $254K · Total expenses $13.0M
2%
Cost to raise $1
Fundraising expense (3-yr avg) $464K · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $2.0M · Total revenue $18.4M
11%
Government reliance
Government grants $2.0M · Total revenue $18.4M
11%
Earned-income share
Program service revenue $0 · Total revenue $18.4M
0%
Investment reliance
Investment income $16.2M · Total revenue $18.4M
+88%
Program self-sufficiency
Program service revenue $0 · Total expenses $13.0M
0%
Growth & trend
Revenue growth (YoY)
This year $18.4M · Prior year $3.3M
+455%
Revenue CAGR
FY2019 $8.8M · FY2025 $18.4M
+13%
Net-asset trend (YoY)
End of year $145.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $18.4M · Expenses $13.0M
+29%
Liabilities-to-Assets
Total liabilities — · Total assets $146.4M
—
Net-asset ratio
Net assets $145.4M · Total assets $146.4M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $132.5M · Other securities (Pt X, ln 12) $10.5M · Total assets (Pt X, ln 16) $146.4M
98%
People & payroll
Highest Reported Total Compensation
Individual Jan Cross · Reported title President · Highest reported compensation $0 · Total expenses $13.0M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $485K · Total expenses $13.0M
4%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 83%——
Overhead ratio 15%——
Fundraising cost ratio 13%——
Revenue growth 455%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Rymer Sampson 12236-006FY2024$12K
Charities Aid Foundation AmericaFY2024$8K
Andrew M Vander Molen FoundationFY2024$3K
The Trumley Family FoundationFY2024$1K
Alan Jay and Sue Kaufman FoundationFY2024$100
Total grants receivedfrom 5 funders$24K
See all 5 funders →
Grants paid · 99 grants · $43.4M · 2019–2025
Capitaloperational SupportFY2025$5,920,620
Affiliated Masonic SupportFY2025$2,652,000
Unitemized GrantFY2025$561,305
Chapelconference CenterFY2025$555,996
S A Y DetroitMI · FY2025$500,000
Chapter CharityFY2025$56,659
Outside Relief ProgramFY2025$48,653
Michigan Masonic YouthFY2025$35,000
Mi Chips ProgramFY2025$15,795
Orphans ProgramFY2025$7,754
MsaFY2025$7,500
Capitaloperational SupportFY2024$15,949,756
Affiliated Masonic SupportFY2024$1,545,721
Chapelconference CenterFY2024$556,000
S A Y DetroitMI · FY2024$500,000
Unitemized GrantFY2024$468,366
Masonic Relief InitiativeFY2024$218,574
Chapter CharityFY2024$43,325
See all 99 grants →

Similar Organizations

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The Michigan Womens FoundationMI
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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025$3.3M revenue · ⤓ 990 PDF
FY2024$4.1M revenue · ⤓ 990 PDF
FY2023$12.2M revenue · ⤓ 990 PDF
FY2022$8.4M revenue · ⤓ 990 PDF
FY2021$7.4M revenue · ⤓ 990 PDF
FY2020$8.8M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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