2018-09-25T09:35:26-05:00 2017-12-31 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2017-01-01 135563012 TRUSTEES OF MASONIC HALL AND ASYLUM FUND TRUS 2127414520 71 WEST 23RD STREET NEW YORK NY 10010 NATHAN D LIPPER TREASURER 2127414520 2018-09-19 1 MICHELLE MUNDY P01982856 3154764004 4.14.157.194 2018-09-19 12:37:47 ED P D9B37AD34765A067FCB979C13C3F3DEA9D8E4B00 D9B37AD34765A067FCB979C13C3F3DEA9D8E4B00 2017 2018-06-14 16:35:46Z GEORGE STEPHEN GETMAN 71 WEST 23RD STREET NEW YORK NY 10010 163650312 0 X HTTPS://WWW.MASONICHOMENY.ORG/ X 1864 NY THE MASONIC CARE COMMUNITY IS A MULTILEVEL LONG TERM CARE RESIDENTIAL COMMUNITY PROVIDING NURSING CARE, ADULT CARE AND INDEPENDENT LIVING APARTMENTS. 9 8 1178 140 125592 124592 756935 1009762 41808285 41136498 8382856 10857145 5525577 5783193 56473653 58786598 787735 952700 0 0 32067646 34895480 0 0 157502 21970033 19856780 54825414 55704960 1648239 3081638 306308805 317570539 32448672 21605408 273860133 295965131 X THE MASONIC CARE COMMUNITY IS A MANIFESTATION OF THE DEDICATION OF MASONS TO THE PRINCIPLE OF BROTHERHOOD OF MAN UNDER THE "FATHERHOOD OF GOD," A HOME OFFERING BOTH PHYSICAL AND SPIRITUAL COMFORT. IT IS MORE THAN JUST A "PLACE TO LIVE," AS IT IS A PLACE FILLED WITH LOVE AND IT IS OUR HOPE THAT IT WILL REMAIN SO AS LONG AS IT SHALL ENDURE. IT IS WITH THESE THOUGHTS THAT THE MASONIC CARE COMMUNITY RECEIVES ITS GUESTS. THE MASONIC CARE COMMUNITY IS A MULTILEVEL LONG TERM CARE RESIDENTIAL COMMUNITY PROVIDING NURSING CARE, ADULT CARE AND INDEPENDENT LIVING APARTMENTS. THE MASONIC CARE COMMUNITY IS COMMITTED TO PROVIDING A HOLISTIC APPROACH TO THE CARE OF OUR RESIDENTS, WHICH PROMOTES MAXIMUM FUNCTIONING AND INDEPENDENCE IN ALL ASPECTS OF THEIR LIFE. THIS COMMITMENT TO QUALITY OF LIFE REQUIRES THAT WE ALWAYS INVOLVE THE RESIDENT, FAMILY AND INTERDISCIPLINARY TEAM WHEN MAKING DECISIONS REGARDING CARE. BY DOING THIS, WE ENSURE THE RESIDENTS WILL MAINTAIN THEIR DIGNITY AND SELF-WORTH. 0 0 35386151 33525008 FULL-TIME SKILLED NURSING CARE IS OFFERED IN OUR HEALTH PAVILION. RESIDENTS ENJOY FREEDOM OF CHOICE, A RICH QUALITY OF LIFE, THEIR OWN DECISION MAKING AND BEING PART OF THE PLANNED COMMUNITY. RESIDENTS LIVE IN "HOUSEHOLDS" CONSISTING OF 8-16 PEOPLE. THE HEALTH PAVILION HAS A FULL TIME MEDICAL STAFF WITH 24-HOUR SKILLED NURSING CARE TO ENSURE THE HIGHEST LEVELS OF SERVICE, WHICH INCLUDES REHABILITATION SERVICES FOR SHORT AND LONG TERM CARE, ALZHEIMER AND DEMENTIA CARE, PALLIATIVE CARE AND RESPITE CARE. 69.6% OF PATIENT DAYS IN 2017 WERE FOR SERVICES PROVIDED TO INDIGENT MEDICAID RESIDENTS AT A COST THAT EXCEEDS THE REVENUE FOR THESE RESIDENTS FROM THE STATE OF NEW YORK. 4041381 1993486 WILEY HALL RESIDENTIAL ADULT CARE HAS 80 BEDS FOR MODERATE HEALTHCARE NEEDS AND PROVIDES ROOM, BOARD AND PERSONAL CARE SERVICES IN A COMMUNITY-BASED ATMOSPHERE. LIFE AT WILEY HALL IS STIMULATING AND REWARDING THANKS TO DAILY ACTIVITIES, PROGRAMS AND OFF-SITE TRIPS. A FULL-TIME MEDICAL STAFF IS ON-SITE WITH DOCTORS ON CALL. OTHER WILEY HALL SERVICES INCLUDE A HEALTHCARE CLINIC, OPHTHALMOLOGY, DENTISTRY, PODIATRY, PLUS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. 3332570 4577308 ACACIA VILLAGE OFFERS THE BEST IN RETIREMENT LIVING, COMPLETE WITH A LONG LIST OF COMFORTS AND CONVENIENCES, SERVICES AND AMENITIES. OUR 135 MODERN SPACIOUS APARTMENTS FEATURE A VARIETY OF AMENITIES INCLUDING WALL TO WALL CARPETING, STACKED WASHER/DRYER, AND A FULLY EQUIPPED KITCHEN. AT ACACIA VILLAGE, TENANTS HAVE PRIORITY ACCESS TO THE COMPREHENSIVE CONTINUUM OF CARE AVAILABLE ON THE MASONIC CAMPUS. 2908792 952700 1550476 2908792 952700 1550476 45668894 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 77 0 1 1178 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DENISE WRIGHT-SCOTT 2127414520 71 WEST 23RD STREET NEW YORK NY 10010 GEORGE STEPHEN GETMAN PRESIDENT 25.00 3.00 X X 0 0 0 KURT OTT VICE PRESIDENT 25.00 3.00 X X 0 0 0 NATHAN D LIPPER TREASURER 25.00 3.00 X X 0 0 0 DAVID P SPENCER SECRETARY 25.00 3.00 X X 0 0 0 KEITH HEINRICH TRUSTEE 25.00 3.00 X 0 0 0 G MICHAEL MORRIS TRUSTEE 25.00 3.00 X 0 0 0 JOSEPH J SAGLIMBENE ASSISTANT TREASURER 25.00 3.00 X 0 0 0 PAUL D REITZ TRUSTEE 25.00 3.00 X 0 0 0 MICHAEL J SIEGEL TRUSTEE 25.00 3.00 X 0 0 0 ROBERT RAFFLE EXECUTIVE DIRECTOR 40.00 X 209730 0 32617 DENISE WRIGHT-SCOTT CONTROLLER 40.00 X 152996 0 7835 ELIF ERIM MEDICAL DIRECTOR 40.00 X 238465 0 29648 KEVIN MCCORMICK ASSISTANT MEDICAL DIRECTOR 40.00 X 221413 0 1111 ROBERTA GEBHARD ASSISTANT MEDICAL DIRECTOR 40.00 X 145699 0 13940 LEONARD GOTTLIEB PROPERTY MANAGER 40.00 X 151652 0 2270 1119955 0 87421 6 0 1 0 HARVARD MAINTENANCE INC 59 MAIDEN LANE NEW YORK NY 10038 BUILDING MAINTENANCE 3548765 CITY CONNECTIONS REALTY 71 WEST 23RD STREET NEW YORK NY 10010 REAL ESTATE BROKER 697540 JOHN GALLIN & SONS 102 MADISON AVENUE FLOOR 9 NEW YORK NY 10016 CONTRACTOR 618526 POWER COOLINGS INC 43-43 VERNON BOULEVARD LONG ISLAND CITY NY 11101 CONTRACTOR 571518 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 DIETARY 534985 13 1009762 1009762 PATIENT SERVICES 623000 35518494 35518494 ACACIA VILLAGE 623990 4577308 4577308 CAMP TURK 624410 534897 534897 CHILD DAY CARE 624410 505799 505799 41136498 4244061 4244061 15587221 10283659 5303562 5303562 125592 5177970 101157497 31733 94576146 0 6581351 31733 6613084 31733 6581351 5493 3909 1584 1584 MISCELLANEOUS 900099 478047 478047 478047 58786598 41646278 125592 16004966 476750 476750 475950 475950 251492 173394 78098 23809349 20839359 2878488 91502 2274806 1980808 285079 8919 6764563 5891725 846285 26553 1795270 1562359 225892 7019 30462 3216 27246 74785 74785 971103 971103 2411980 1499590 912180 210 491436 232641 258795 331562 224841 106715 6 1640754 1268033 371705 1016 137924 39505 98416 3 253724 253724 6533043 4948944 1579784 4315 565889 114721 451168 NYS ASSESSMENT 2022894 2022894 FOOD 1745494 1745494 PHARMACEUTICALS AND OTH 1096265 1096256 9 OTHER SUPPLIES 911223 788410 122504 309 638242 284004 336588 17650 55704960 45668894 9878564 157502 6452335 3086366 2058672 3082274 4283282 4750090 245356 249745 8141914 9818950 247531598 154045795 96287100 93485803 152909740 182558377 23712695 7817263 12217711 12721671 306308805 317570539 5521774 5811792 173745 308397 14675197 3746986 12077956 11738233 32448672 21605408 X 244776140 266592414 650506 170977 28433487 29201740 273860133 295965131 306308805 317570539 X 3081638 18060988 962372 X 0 1 X 1 0 X 4707702 1774829 2226570 756935 1009762 10475798 38612114 40574533 41070756 42335644 41646278 204239325 43319816 42349362 43297326 43092579 42656040 214715123 0 1784274 505264 2289538 1784274 505264 2289538 212425585 17554747 17770544 17873520 18400747 19062647 90662205 17554747 17770544 17873520 18400747 19062647 90662205 89895 212171 255094 329178 125592 1011930 60964458 60332077 61425940 61822504 61844279 306389258 0.69330 0.69740 0.29590 0.29180 X 0 0 0 0 0 0 0 0 1 2487 2487 0 PART II-B, LINE 1: LOBBYING ACTIVITIES ARE FROM AN ALLOCATION OF ASSOCIATION DUES 28433487 1194805 426552 29201740 28361031 636980 564524 28433487 28778005 -416974 28361031 28844924 60 -66979 28778005 26210615 1963749 670560 28844924 1.00000 0 0 3796918 3796918 215069193 129255530 85813663 4457612 4330017 127595 22204455 18961327 3243128 2003420 1498921 504499 93485803 ACCRUED PENSION LIABILITY 3460549 ESTIMATED LIABILITY TO THIRD-PARTY PAYORS 4450000 SECURITY DEPOSITS 3248113 OTHER LIABILITIES 406116 CUSTODIAL FUNDS 173455 11738233 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE SKILLED NURSING FACILITY, THE EDUCATIONAL ASSISTANCE PROGRAM, THE SUMMER CAMP AND THE GENERAL OPERATIONS OF THE TRUSTEES OF THE MASONIC HALL & ASYLUM FUND. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3794000 0 0 0 0 0 0 3794000 0 3794000 0 0 0 0 0 0 1 TAPPAN WASHINGTON MEMORIAL CORPORATION 71 WEST 23RD STREET NEW YORK NY 10010 136196075 501(C)(3) 150000 ORGANIZATIONAL GRANTS AWARDED WITH BOARD APPROVAL FOR MAINTENANCE OF AN HISTORICAL LANDMARK CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF THE GRAND LODGE 71 WEST 23RD STREET NEW YORK NY 10010 133209616 501(C)(3) 311750 SUPPORT OF LIBRARY OPERATIONS MASONIC BROTHERHOOD FOUNDATION INC 71 WEST 23RD STREET NEW YORK NY 10010 237286593 501(C)(3) 15000 SUPPORT OF OPERATIONS 3 0 EDUCATIONAL SCHOLARSHIPS 400 475950 PART I, LINE 2: THE TRUSTEES OF THE MASONIC HALL AND ASYLUM FUND PROVIDES EDUCATIONAL GRANTS-ASSISTANCE TO DESERVING INDIVIDUAL APPLICANTS THAT ARE SOLICITED THROUGH PUBLICATION IN THE EMPIRE STATE MASON MAGAZINE AND PUBLICATION ON THEIR WEBSITE. THE POOL OF POTENTIAL APPLICANTS CONSISTS OF APPROXIMATELY 100,000+ PEOPLE WHICH INCLUDE MASONS, THEIR CHILDREN AND THEIR GRANDCHILDREN IN THE STATE OF NEW YORK. APPLICANTS ARE REVIEWED BY AN INDEPENDENT CONSULTANT WHO CONSIDERS BOTH ACADEMIC PERFORMANCE AND FINANCIAL NEED AS THE CRITERIA FOR DETERMINING WHO IS AWARDED AND THE AMOUNT GIVEN FOR THE EDUCATIONAL SCHOLARSHIP. X X X X 0 0 0 0 0 0 0 0 0 ROBERT RAFFLE EXECUTIVE DIRECTOR 200650 0 0 0 9080 0 6231 0 26386 0 242347 0 0 0 DENISE WRIGHT-SCOTT CONTROLLER 152996 0 0 0 0 0 7000 0 835 0 160831 0 0 0 ELIF ERIM MEDICAL DIRECTOR 238465 0 0 0 0 0 11107 0 18541 0 268113 0 0 0 KEVIN MCCORMICK ASSISTANT MEDICAL DIRECTOR 221413 0 0 0 0 0 0 0 1111 0 222524 0 0 0 ROBERTA GEBHARD ASSISTANT MEDICAL DIRECTOR 145699 0 0 0 0 0 0 0 13940 0 159639 0 0 0 LEONARD GOTTLIEB PROPERTY MANAGER 151652 0 0 0 0 0 1650 0 620 0 153922 0 0 0 JACOB SIEGEL FAMILY MEMBER OF MICHAEL SIEGEL, TRUSTEE 1350 SCHOLARSHIP SCHOLARSHIP FORM 990, PART VI, SECTION A, LINE 7A THE GRAND LODGE ELECTS THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE FORM 990 PRIOR TO FILING. THE FORM 990 IS EITHER DISCUSSED AS PART OF THE BOARD MEETING OR VIA EMAIL CORRESPONDENCE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND DEPARTMENT HEADS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY A CORPORATE COMPLIANCE COMMITTEE AND A COMMITTEE OF THE BOARD. THE COMMITTEE WILL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A GREATER ADVANTAGEOUS TRANSACTION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF NOT, THE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. THEY WILL ALSO DETERMINE IF THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION, AND WILL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES. THE COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS, AND KEY EMPLOYEES IS REVIEWED AND BASED ON COMPARATIVE SALARY DATA OBTAINED FROM NURSING HOMES IN THE SAME REGION AND SIZE AS THE MASONIC CARE COMMUNITY. THE LAST REVIEW WAS PERFORMED IN DECEMBER 2017 AND WAS APPROVED BY AN INDEPENDENT BODY AND CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: INTERCOMPANY CHARGES -102,554. PENSION GAIN 1,064,926. TAPPAN WASHINGTON MEMORIAL CORPORATION 71 WEST 23RD STREET NEW YORK NY 10010 136196075 MAINTAIN HISTORIC SITE AT TAPPAN, NY NY 501(C)(3) LINE 7 TRUSTEES OF MASONIC HALL AND ASYLUM FUND 1 HIRAM CERTIFIED HOME CARE COMPANY 2150 BLEECKER STREET UTICA NY 13501 542140847 HOME HEALTH CARE SERVICE NY 501(C)(3) LINE 11 TRUSTEES OF MASONIC HALL AND ASYLUM FUND 1 HIRAM LICENSED HOME CARE COMPANY 2150 BLEECKER STREET UTICA NY 13501 550856711 HOME HEALTH CARE SERVICE NY 501(C)(3) LINE 11 TRUSTEES OF MASONIC HALL AND ASYLUM FUND 1 GRAND LODGE OF FREE & ACCEPTED MASONS 71 WEST 23RD STREET NEW YORK NY 10010 135572763 MEMBERSHIP ORGANIZATION NY 501(C)(8) & (C)(10) N/A 0 CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY 71 WEST 23RD STREET NEW YORK NY 10010 133209616 EDUCATION AND PHILANTHROPY NY 501(C)(3) LINE 7 GRAND LODGE OF FREE & ACCEPTED MASONS 0 MASONIC BROTHERHOOD FOUNDATION INC 71 WEST 23RD STREET NEW YORK NY 10010 237286593 PHILANTHROPY NY 501(C)(3) LINE 7 GRAND LODGE OF FREE & ACCEPTED MASONS 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 GRAND LODGE OF FREE & ACCEPTED MASONS J 254600 FAIR MARKET VALUE GRAND LODGE OF FREE & ACCEPTED MASONS M 602932 FAIR MARKET VALUE GRAND LODGE OF FREE & ACCEPTED MASONS Q 57297 FAIR MARKET VALUE TAPPAN WASHINGTON MEMORIAL CORPORATION B 150000 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY B 311750 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY J 326714 FAIR MARKET VALUE