2017-11-14T07:24:34-06:00 2016-12-31 161131146 BONADIO & CO LLP 6 WEMBLEY COURT ALBANY NY 12205 990 2016-01-01 135563012 TRUSTEES OF MASONIC HALL AND ASYLUM FUND TRUS 2127414520 71 WEST 23RD STREET NEW YORK NY 10010 NATHAN D LIPPER TREASURER 2127414520 2017-11-06 1 TERRI CONRAD REGAN P00449706 5184644080 2017-11-06 4.14.157.194 2017-11-06 10:49:59 ES P DF852F25A35D202160244206C892FDA51BC92B27 A8828642FB0B23B27444D0711E5ED0185EF2F5A7 2016 2017-02-10 21:41:12Z GEORGE STEPHEN GETMAN 71 WEST 23RD STREET NEW YORK NY 10010 130130223 0 X WWW.MASONICHOMENY.ORG X 1864 NY SKILLED NURSING 9 9 1206 175 329178 315935 2226570 756935 40592854 41808285 7522927 8382856 4983283 5525577 55325634 56473653 728445 787735 0 0 31197356 32067646 0 0 154825 21829362 21970033 53755163 54825414 1570471 1648239 303596540 306308805 35407594 32448672 268188946 273860133 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 INSURE THE RESIDENTS WILL MAINTAIN THEIR DIGNITY AND SELF-WORTH. 0 0 34612477 34437735 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. 72.2% OF PATIENT DAYS IN 2016 WERE FOR SERVICES PROVIDED TO INDIGENT MEDICAID RESIDENTS AT A COST THAT EXCEEDS THE REVENUE FOR THESE RESIDENTS FROM THE STATE OF NEW YORK. 4434210 2019440 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. 3319432 4382563 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. 2681736 787735 1495906 2681736 787735 1495906 45047855 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 72 0 1 1206 1 1 1 0 0 0 0 1 1 0 0 0 0 X 9 9 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 MANUEL ABAD THROUGH 52016 FORMER VICE PRESIDENT 25.00 3.00 X X 0 0 0 ALFRED DAIS THROUGH 52016 FORMER TREASURER 25.00 3.00 X X 0 0 0 DAVID STOY THROUGH 52016 FORMER 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 203226 0 27160 DENISE WRIGHT-SCOTT CONTROLLER 40.00 X 125182 0 6563 ELIF ERIM MEDICAL DIRECTOR 40.00 X 225309 0 24101 DR GUY WILCOX ASSISTANT MEDICAL DIRECTOR 40.00 X 145710 0 9498 DWAYNE MANLEY DIRECTOR OF IT 40.00 X 116697 0 6631 816124 0 73953 6 0 1 0 HAVARD MAINTENANCE INC 59 MAIDEN LANE NEW YORK NY 10038 BUILDING MAINTENANCE 3254789 CHARLES A GAETANO CONSTRUCTION 258 GENESEE STREET UTICA NY 13502 CONTRACTOR 733957 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 DIETARY 503443 CENTENNIAL ELEVATOR CORP 21-35 47TH STREET ASTORIA NY 11103 ELEVATOR MAINTENANCE/UPGRADE 495423 RAFFERTY BROTHERS INC PO BOX 373 TENAFLY NJ 07670 CONTRACTOR 395786 11 63190 693745 756935 PATIENT SERVICES 623000 36457175 36457175 ACACIA VILLAGE 623990 4382563 4382563 CAMP TURK 624410 493333 493333 CHILD DAY CARE 624410 475214 475214 41808285 4229044 4229044 15110865 10013596 5097269 5097269 329178 4768091 67682955 39611 63568754 0 4114201 39611 4153812 39611 4114201 14780 63190 74220 -59440 -59440 MISCELLANEOUS 900099 487748 487748 487748 56473653 42335644 329178 13051896 305985 305985 481750 481750 242186 166978 75208 21864724 19443837 2328873 92014 2353144 2067852 275323 9969 5890302 5176394 690819 23089 1717290 1508013 202026 7251 46620 46620 148402 148402 935605 935605 2107322 1356698 750624 437906 168622 269284 337858 226486 111372 4084221 3002408 1078524 3289 193342 87738 105604 857 857 7043348 5312353 1725806 5189 587203 117869 469334 NYS ASSESSMENT 2014615 2014615 FOOD 1724703 1724703 PHARMACEUTICALS AND OTH 1087943 1087943 MISCELLANEOUS EXPENSES 518395 340535 163836 14024 701693 457076 244617 54825414 45047855 9622734 154825 10318766 8511007 5742596 4283282 245174 245356 7657274 8141914 241929257 145642157 100069286 96287100 146966625 152909740 21062182 23712695 11534637 12217711 303596540 306308805 6181643 5521774 289055 173745 15172003 14675197 13764893 12077956 35407594 32448672 X 239179545 244776140 648370 650506 28361031 28433487 268188946 273860133 303596540 306308805 X 1648239 2142758 1880190 X X 0 1 X 1 0 X 3395529 4707702 1774829 2226570 756935 12861565 37927822 38612114 40574533 41070756 42335644 200520869 41323351 43319816 42349362 43297326 43092579 213382434 0 1784274 505264 2289538 1784274 505264 2289538 211092896 16730020 17554747 17770544 17873520 18400747 88329578 16730020 17554747 17770544 17873520 18400747 88329578 82909 89895 212171 255094 329178 969247 58136280 60964458 60332077 61425940 61822504 302681259 0.69740 0.70410 0.29180 0.28560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2262 2262 0 PART II-B, LINE 1: LOBBYING ACTIVITIES ARE FROM AN ALLOCATION OF ASSOCIATION DUES 28361031 636980 564524 28433487 28778005 -416974 28361031 28844924 60 -66979 28778005 26210615 1963749 670560 28844924 25499114 342612 368889 26210615 0.00000 1.00000 0.00000 0 0 3796918 3796918 178930841 122482720 56448121 4457612 3534711 922901 52828212 18293862 34534350 1915674 1330864 584810 96287100 DELAWARE CAPITAL LARGE-CAP VALUE 17065462 F AG ELEVEN PARTNERSHIP LP 2736753 F BX TAC OPPS II OFFSHORE FEEDER FUND LP 799854 F NORTH HAVEN REAL ESTATE FUND VIII GLOBAL-TE, LP 1624501 F NORTH HAVEL CAPITAL PARTNERS VI NON US WEALTH MGMT FEEDER LP 1486125 F 23712695 ACCRUED PENSION LIABLITY 3919613 DUE TO THIRD PARTIES 4520502 TENANT'S SECURITY DEPOSITS 3166192 OTHER LIABILITIES 279232 LIABILITY FOR CUSTODIAL FUNDS 192417 12077956 X 59377099 2142758 1696293 3839051 55538048 935605 935605 56473653 53964029 74220 74220 53889809 935605 935605 54825414 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. PART X, LINE 2: THE TRUSTEES HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TRUSTEES FILE INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 74,220. PENSION GAIN 1,622,073. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 74,220. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT 5022732 0 0 0 0 0 0 5022732 0 5022732 0 0 0 0 0 0 CAMP TURK GALA 57157 47777 9380 8032 10750 4374 3013 SCOTCH & CIGARS 16275 11873 4402 6571 300 2115 73432 59650 13782 8032 17321 4674 5128 35155 -21373 1 TAPPAN WASHINGTON MEMORIAL CORPORATION 71 W 23RD STREET NEW YORK NY 10010 136196075 501(C)(3) 85000 ORGANIZATIONAL GRANTS AWARDED WITH BOARD APPROVAL FOR MAINTENANCE OF AN HISTORICAL LANDMARK CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF THE GRAND LODGE 71 W 23RD STREET NEW YORK NY 10010 133209616 501(C)(3) 220985 SUPPORT OF LIBRARY OPERATIONS 2 0 EDUCATIONAL SCHOLARSHIPS 395 481750 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 196470 0 0 0 6756 0 7805 0 19355 0 230386 0 0 0 ELIF ERIM MEDICAL DIRECTOR 225309 0 0 0 0 0 10714 0 13387 0 249410 0 0 0 DR GUY WILCOX ASSISTANT MEDICAL DIRECTOR 145710 0 0 0 0 0 7269 0 2229 0 155208 0 0 0 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. THE INDIVIDUAL WHO HAS A CONFLICT MAY BE PRESENT DURING THE FINAL DELIBERATIONS AND A WRITTEN RECORD OF THE PROCEEDINGS WILL BE MAILED. 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. THE COMPENSATION OF THE EXECUTIVE DIRECTOR 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 FEBRUARY 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 258,117. PENSION GAIN 1,622,073. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TAPPAN WASHINGTON MEMORIAL CORP 71 W 23RD STREET NEW YORK NY 10010 136196075 MAINTAIN HISTORIC SITE AT TAPPAN, NY NY 501(C)(3) LINE 7 N/A 0 ACACIA CERTIFIED HOME CARE COMPANY 2150 BLEECKER STREET UTICA NY 13501 542140847 HOME HEATH CARE SERVICE NY 501(C)(3) LINE 10 N/A 0 ACACIA LICENSED HOME CARE COMPANY 2150 BLEECKER STREET UTICA NY 13501 550856711 HOME HEATH CARE SERVICE NY 501(C)(3) LINE 10 N/A 0 GRAND LODGE OF FREE & ACCEPTED MASONS 71 W 23RD STREET NEW YORK NY 10010 135572763 MEMBERSHIP ORGANIZATION NY 501(C)(10) N/A 0 CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY 71 W 23RD STREET NEW YORK NY 10010 133209616 MASONIC LIBRARY NY 501(C)(3) LINE 7 N/A 0 THE MASONIC BROTHERHOOD FUND 71 W 23RD STREET NEW YORK NY 10010 237286593 FUNDRAISING NY 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 TAPPAN WASHINGTON MEMORIAL CORPORATION B 85000 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY - NYC LOCATION B 220985 FAIR MARKET VALUE GRAND LODGE OF THE STATE OF NEW YORK J 254600 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY J 326715 FAIR MARKET VALUE GRAND LODGE OF THE STATE OF NEW YORK M 480640 FAIR MARKET VALUE GRAND LODGE OF THE STATE OF NEW YORK Q 58040 FAIR MARKET VALUE