Michigan Masonic Charitable Foundation FY2020 filing

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To invest in programs and services to make life better for Michigan Masons, their families, and their communities.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$113K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 7
filings with a surplus
Average deficit $3.0M a year · 34% of revenue · last 7 filings
Concern: a surplus in 3 of the last 7 filings.
Pt I · Ln 19 · 7 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$113K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $110.6M in investments, Pt X · Ln 11–13
Fine: 0.8 months of spending in cash, plus $110.6M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $24K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$597K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.8M
Spent
$8.0M
To programs
81%
Net assets
$112.6M
By yearFY2020–FY2026
Revenue
$8.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$8.8M
FY2021$7.4M
FY2022$8.4M
FY2023$12.2M
FY2024$4.1M
FY2025$3.3M
FY2026$18.4M
Expenses
$8.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$8.0M
FY2021$7.6M
FY2022$9.4M
FY2023$12.1M
FY2024$11.6M
FY2025$21.9M
FY2026$13.0M
Net assets
$112.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$112.6M
FY2021$132.0M
FY2022$136.8M
FY2023$121.5M
FY2024$144.3M
FY2025$136.1M
FY2026$145.4M

From the FY2020 Form 990 (year ending March 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Aug 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $6.5M Management & general 15% · $1.2M Fundraising 4% · $320K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $113K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Exec Director
$112,956Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Robert P Conley’s $162K as Former CEO is at the 14th 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 · 2 named individuals · Part VII

NameFY2026FY2025FY2024FY2021FY2020
Robert P Conley$162,271$17,022$17,204——
Walter Wheeler———$76,956$112,956

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.

See Michigan Masonic Charitable Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves lives for Michigan Masons, their families, and communities through program investment.

Questions for Michigan Masonic Charitable Foundation

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3 programs · $5.3M · in their own filed words · FY2019
01

Provide financial support to masonic affiliated residents living at michigan masonic home. Approximately 400 masonic affiliated residents benefit from the charity of the foundation.

$4.9Mprogram expense
02

Maintain masonic library and museum for public use, informational requests, and research by scholars.

$192Kprogram expense
03

Matching scholarship program initiated thru local masonic lodges with matching funds up to 1,500 per recipient. Total individuals awarded college scholarships in FY20 was 121.

$145Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 99 grants · $43.4M · 2019–2025
Individual RecipientFY2025$5,920,620
Individual RecipientFY2025$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
Individual RecipientFY2024$15,949,756
Individual RecipientFY2024$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 →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$8.8M
Ln 12
Investment incomeLn 3$4.9M
Gifts and grantsLn 1h$3.8M
Other incomeLn 4–11$122K
Money outPt IX
$8.0M
Ln 25
Programscol B$6.5M
Managementcol C$1.2M
Fundraisingcol D$320K
Owns and owesPt X
$112.6M
net assets · Ln 32
Cash and savingsLn 1–2$533K
Total assetsLn 16$113.2M
LiabilitiesLn 26$597K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.8M
Fees for servicesLn 2g$5K
Investment incomeLn 3$4.9M
Other incomeLn 4–11$122K
Gains on assetsLn 7$878K
Total revenueLn 12$8.8M
Assets in detailPt X, end of year
CashLn 1$533K
Cash and savings togetherLn 1–2$533K
Pledges and grants receivableLn 3$2.1M
Prepaid expenses and deferred chargesLn 9$200
Land, buildings, equipmentLn 10c$27K
InvestmentsLn 11–13$110.6M
Total assetsLn 16$113.2M
LiabilitiesLn 26$597K
Net assetsLn 32$112.6M
OperationsPt I, VI
EmployeesI 56
VolunteersI 60
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$121K$533K
InvestmentsLn 11–13$124.7M$110.6M
Land, buildings, equipmentLn 10c$24K$27K
Total assetsLn 16$126.6M$113.2M
LiabilitiesLn 26$630K$597K
Net assetsLn 32$126.0M$112.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6.1M$6.1M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$113K$11K$85K$17K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$351K$81K$172K$98K
Pension plan contributionsLn 8$14K$3K$8K$3K
Other employee benefitsLn 9$50K$10K$28K$12K
Payroll taxesLn 10$33K$7K$18K$8K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$495K$495K
Other fees for servicesLn 11g$260K$70K$131K$59K
Advertising and promotionLn 12$156K$31K$86K$39K
Office expensesLn 13$42K$13K$20K$9K
Information technologyLn 14$44K$44K
RoyaltiesLn 15$0
OccupancyLn 16$89K$89K
TravelLn 17$111K$24K$60K$27K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$43K$8K$24K$11K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$6K$1K$3K$1K
InsuranceLn 23$36K$36K
Other expenses (24a–d)Ln 24$45K$39K$4K$2K
All other expensesLn 24e$36K$726$2K$34K
Total functional expensesLn 25$8.0M$6.5M$1.2M$320K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 LatestFiled with the IRS Jul 15, 2026 $18.4M$13.0M$5.4M$145.4M 990 PDF
FY2025Filed with the IRS Sep 5, 2025 $3.3M$21.9M−$18.6M$136.1M 990 PDF
FY2024Filed with the IRS Jan 22, 2025 $4.1M$11.6M−$7.6M$144.3M 990 PDF
FY2023Filed with the IRS Oct 31, 2023 $12.2M$12.1M$43K$121.5M 990 PDF
FY2022Filed with the IRS Feb 6, 2023 $8.4M$9.4M−$1.0M$136.8M 990 PDF
FY2021Filed with the IRS Feb 14, 2022 $7.4M$7.6M−$165K$132.0M 990 PDF
FY2020 ViewingFiled with the IRS Feb 11, 2021 $8.8M$8.0M$745K$112.6M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $8,790,576 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,310,831$3,795,595
I-9 Program service revenuePrior year $9,043$5,003
I-10 Investment incomePrior year $7,538,637$4,868,061
I-11 Other revenuePrior year $50,543$121,917
I-12 Total revenuePrior year $8,909,054$8,790,576
I-13 Grants and similar amounts paidPrior year $6,947,946$6,122,088
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $644,031$560,873
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,271,671$1,363,046
I-18 Total expensesPrior year $8,863,648$8,046,007
I-19 Revenue less expensesPrior year $45,406$744,569
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,790,576 across 9 lines filed
VIII-1b Membership dues$91,830
VIII-1f All other contributions, gifts and grants$3,703,765
VIII-1h Total contributions, gifts and grants$3,795,595
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,003$5,003
VIII-3 Investment incomeExcluded from tax $3,990,310$3,990,310
VIII-7 Net gain or loss on sales of assets$877,751
VIII-8 Net income from fundraising events$19,938
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $101,979$101,979
VIII-12 Total revenueRelated to mission $106,982 · Excluded from tax $3,990,310$8,790,576
Part IX · Statement of functional expenses $8,046,007 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $6,122,088$6,122,088
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $11,304 · Management $84,780 · Fundraising $16,956$113,040
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $80,877 · Management $171,813 · Fundraising $98,119$350,809
IX-8 Pension plan contributionsPrograms $2,775 · Management $7,724 · Fundraising $3,464$13,963
IX-9 Other employee benefitsPrograms $10,002 · Management $27,842 · Fundraising $12,486$50,330
IX-10 Payroll taxesPrograms $6,505 · Management $18,106 · Fundraising $8,120$32,731
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $494,548$494,548
IX-11g Other fees for servicesPrograms $70,149 · Management $131,121 · Fundraising $58,805$260,075
IX-12 Advertising and promotionPrograms $31,017 · Management $86,353 · Fundraising $38,728$156,098
IX-13 Office expensesPrograms $12,691 · Management $20,051 · Fundraising $8,993$41,735
IX-14 Information technologyManagement $44,279$44,279
IX-15 Royalties$0
IX-16 OccupancyPrograms $89,078$89,078
IX-17 TravelPrograms $24,369 · Management $59,854 · Fundraising $26,843$111,066
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $8,460 · Management $23,553 · Fundraising $10,563$42,576
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,177 · Management $3,279 · Fundraising $1,470$5,926
IX-23 InsuranceManagement $36,000$36,000
IX-24 Other expenses (24a–d)Programs $38,849 · Management $4,425 · Fundraising $1,985$45,259
IX-24e All other expensesPrograms $726 · Management $2,021 · Fundraising $33,659$36,406
IX-25 Total functional expensesPrograms $6,510,067 · Management $1,215,749 · Fundraising $320,191$8,046,007
Part X · Balance sheet $113,247,016 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $121,467$532,576
X-3 Pledges and grants receivableStart of year $1,825,412$2,117,501
X-9 Prepaid expenses and deferred chargesStart of year $304$200
X-10c Land, buildings and equipment, netStart of year $23,757$27,070
X-11 Publicly traded securitiesStart of year $124,653,074$110,567,489
X-12 Other securitiesStart of year $2,180$2,180
X-16 Total assetsStart of year $126,626,194$113,247,016
X-17 Accounts payable and accrued expensesStart of year $28,137$41,933
X-25 Other liabilitiesStart of year $602,245$555,217
X-26 Total liabilitiesStart of year $630,382$597,150
X-27 Net assets without donor restrictionsStart of year $121,251,474$107,613,439
X-28 Net assets with donor restrictionsStart of year $4,744,338$5,036,427
X-32 Total net assets or fund balancesStart of year $125,995,812$112,649,866
X-33 Total liabilities and net assetsStart of year $126,626,194$113,247,016
Part XI · Reconciliation of net assets $112,649,866 net assets at year end
XI-1 Total revenue$8,790,576
XI-2 Total expenses$8,046,007
XI-3 Revenue less expenses$744,569
XI-4 Net assets at start of year$125,995,812
XI-5 Net unrealized gains (losses) on investments−$14,090,515
XI-10 Net assets at end of year$112,649,866

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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