MASONIC CHARITY FOUNDATION OF NEW JERSEY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC CHARITY FOUNDATION OF NEW JERSEY (EIN 21-0634536)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-29
- IRS object ID
- 201712419349300641
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T13:02:37-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street Suite 4500 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonic Charity Foundation of New Jersey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 6092393900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 Jacksonville Road | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080163896 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard F Schmidt | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6092393900 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julius C Green CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-14 | IPDt |
| IP Tm | 14:04:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D0D8DD59390B7764A3ECE0F40BBFE3618018605 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Richard F Schmidt | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 Jacksonville Road | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080163896 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,208,352 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NJMASONIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE NURSING CARE, RETIREMENT LIVING, & HOSPICE SVCS. ADMINISTER FUNDS FOR HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 689 | TotalEmployeeCnt |
| Total Volunteers | 927 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,503,953 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,140,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,249,849 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,164,119 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,232,297 | PYInvestmentIncomeAmt |
| CY Investment Income | $466,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | $264,240 | PYOtherRevenueAmt |
| CY Other Revenue | $398,337 | CYOtherRevenueAmt |
| PY Total Revenue | $38,250,339 | PYTotalRevenueAmt |
| CY Total Revenue | $34,169,125 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $60,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,734,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,327,015 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,129,213 | PYOtherExpensesAmt |
| CY Other Expenses | $20,609,612 | CYOtherExpensesAmt |
| PY Total Expenses | $41,917,924 | PYTotalExpensesAmt |
| CY Total Expenses | $41,997,527 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,667,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,828,402 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,835,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,823,326 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,001,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,274,430 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,834,107 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,548,896 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MASONIC CHARITY FOUNDATION OF NEW JERSEY (THE "FOUNDATION OR "HOME"), INCORPORATED IN 1930, IS A NONPROFIT CORPORATION. The Foundation delivers personalized services and compassionate care, inspired by the spirit, ideals and values of Freemasonry, to promote the highest quality of life for Freemasons, families, and others in the community through retirement living, healthcare services and hospice services. THE GENERAL OPERATIONS OF THE FOUNDATION ALSO INCLUDE RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT, AND RETIREMENT SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,702,203 | ExpenseAmt |
| Revenue | $31,164,119 | RevenueAmt |
| Desc | The Foundation provides senior housing and healthcare services through several areas of retirement settings; retirement living apartments, assisted (comprehensive personal care) living, long term nursing services, short term rehabilitation and respite care. In addition, the Foundation provides support through Hospice (end-of-life) care services.The Foundation provides nursing care, personal care, retirement living and hospice services to residents who meet certain criteria at amounts less than its cost of providing care. The level of benevolent care provided by the Foundation, which represents the difference between the charges for providing care and the payments received for services rendered, was approximately $146,000 in 2016. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,500 | ExpenseAmt |
| Grant | $55,500 | GrantAmt |
| Desc | THE FOUNDATION AWARDS GRANTS TO HIGH SCHOOL GRADUATES OF NEW JERSEY EDUCATIONAL INSTITUTIONS THAT ARE FOR POST HIGH SCHOOL EDUCATION. THE FOUNDATION ALSO AWARDS OTHER VARIOUS GRANTS AND SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,400 | ExpenseAmt |
| Grant | $5,400 | GrantAmt |
| Desc | The outreach program supports NJ Masons and their families with some financial resources as well as provides referrals and support with legal, equipment and various other resources as requested. In addition, the outreach program also supports various educational opportunities for educators focusing on anti-bullying training of youth. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $36,763,103 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 153 | IRPDocumentCnt |
| IRP Document W2 G | 3 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 689 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA GRIECO DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6092393900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 Jacksonville Road | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080163896 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Anthony W Montuori | |||||||
| Chairman (Deceased 2017) | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Walter Kaulfers | |||||||
| Vice Chairman | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joseph T Mezzina | |||||||
| President (UNTIL 4/2016) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Edward R Petkevis | |||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dieter B Hees | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Roger Quintana | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory J Scott | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerald J Sharpe | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard F Schmidt | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Blades | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Angelo Caprio | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Keith A Herman | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| J Eugene Margroff | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Joseph Rival | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| David Tucker | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Leonard Vander Horn | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Edgar M Coster | |||||||
| TRUSTEE (UNTIL 4/2016) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Miladin | |||||||
| TRUSTEE (UNTIL 5/2016) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| David A Dorworth | |||||||
| TRUSTEE (UNTIL 4/2016) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Sheridan | |||||||
| Secretary | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Len Weiser | |||||||
| Executive Director | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Grieco | |||||||
| Director of Finance | 40.00 | Yes (X) | $92,378 | $0 | $12,445 | ||
| CINDY SHEMANSKY | |||||||
| Assistant Exec. Director | 40.00 | $142,077 | $0 | $22,860 | Yes (X) | ||
| CHRISTOPHER ABBOTT | |||||||
| Director of Development | 40.00 | $126,068 | $0 | $11,905 | Yes (X) | ||
| CHERYL RAHILLY | |||||||
| Director of Nursing | 40.00 | $114,116 | $0 | $4,520 | Yes (X) | ||
| YEONG BAE | |||||||
| Hospice Administrator | 40.00 | $117,048 | $0 | $2,439 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $591,687 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,169 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Unidine Corporation | |||||
| 1000 Washington St Suite 510 | Boston | MA | 02118 | Food Services | $2,449,961 |
| Ashlar Creative Solutions | |||||
| One Masonic Drive | Elizabethtown | PA | 17022 | Management Services | $1,731,827 |
| Genesis Rehabilitation Services | |||||
| 184 Bethlemhem Pike | Philadelphia | PA | 19118 | Rehabilitation Services | $1,396,201 |
| Warfel Construction | |||||
| 1110 Enterprise Road | East Petersburg | PA | 17520 | Construction Services | $299,605 |
| Elliott Lewis | |||||
| 2900 Black Lake Place | Philadelphia | PA | 19154 | Mechanical and Facility Services | $254,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $281,602 | RelatedOrganizationsAmt |
| Government Grants | $9,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,849,722 | AllOtherContributionsAmt |
| Total Contributions | $2,140,324 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENT SERVICES | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $31,164,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,164,119 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,164,119 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $966,597 | TotalRevenueColumnAmt |
| Exclusion | $966,597 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,911 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,489 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,489 | TotalRevenueColumnAmt |
| Exclusion | $17,489 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,519,279 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,019,531 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$500,252 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$500,252 | TotalRevenueColumnAmt |
| Exclusion | -$500,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $48,351 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $17,785 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,566 | TotalRevenueColumnAmt |
| Exclusion | $30,566 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/VENDING | 900099 | $225,060 | $225,060 |
| insurance reimbursement | 900099 | $90,135 | $90,135 |
| stop loss revenue | 900099 | $16,232 | $16,232 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,855 | TotalRevenueColumnAmt |
| Exclusion | $18,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $350,282 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,169,125 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,164,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $864,682 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,900 | TotalAmt |
| Program Services | $60,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,823 | TotalAmt |
| Program Services | $94,493 | ProgramServicesAmt |
| Management And General | $10,330 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,186,648 | TotalAmt |
| Program Services | $15,493,032 | ProgramServicesAmt |
| Management And General | $1,693,616 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,284 | TotalAmt |
| Program Services | $784,524 | ProgramServicesAmt |
| Management And General | $85,760 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,517 | TotalAmt |
| Program Services | $1,652,838 | ProgramServicesAmt |
| Management And General | $180,679 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,743 | TotalAmt |
| Program Services | $1,242,229 | ProgramServicesAmt |
| Management And General | $89,514 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,405,228 | TotalAmt |
| Management And General | $1,405,228 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,115 | TotalAmt |
| Program Services | $13,917 | ProgramServicesAmt |
| Management And General | $107,198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Management And General | $75,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,974 | TotalAmt |
| Management And General | $154,974 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,232,795 | TotalAmt |
| Program Services | $2,854,921 | ProgramServicesAmt |
| Management And General | $377,874 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,334 | TotalAmt |
| Program Services | $37,134 | ProgramServicesAmt |
| Management And General | $100,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $805,954 | TotalAmt |
| Program Services | $435,247 | ProgramServicesAmt |
| Management And General | $370,707 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318,825 | TotalAmt |
| Program Services | $2,318,825 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,310 | TotalAmt |
| Program Services | $100,474 | ProgramServicesAmt |
| Management And General | $42,836 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,733 | TotalAmt |
| Program Services | $14,011 | ProgramServicesAmt |
| Management And General | $27,722 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675,146 | TotalAmt |
| Program Services | $1,675,146 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,451,264 | TotalAmt |
| Program Services | $4,451,264 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,697 | TotalAmt |
| Program Services | $1,143,697 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND BEVERAGE | $1,506,434 | $1,497,397 | $9,037 |
| MEDICAL EXPENSES | $1,269,355 | $1,269,355 | |
| REPAIRS & MAINTENANCE | $690,704 | $375,819 | $314,885 |
| CHANGE IN REDEVELOPMENT | $441,995 | $441,995 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,749 | TotalAmt |
| Program Services | $805,885 | ProgramServicesAmt |
| Management And General | $188,864 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,997,527 | TotalAmt |
| Program Services | $36,763,103 | ProgramServicesAmt |
| Management And General | $5,234,424 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,842 | BOYAmt |
| EOY | $1,503,662 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,810 | BOYAmt |
| EOY | $1,215,010 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,816 | BOYAmt |
| EOY | $169,800 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,792,379 | BOYAmt |
| EOY | $2,344,391 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,218 | BOYAmt |
| EOY | $316,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,271 | BOYAmt |
| EOY | $126,989 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,231 | BOYAmt |
| EOY | $439,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,495,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,760,559 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,435,412 | BOYAmt |
| EOY | $74,735,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,104,532 | BOYAmt |
| EOY | $35,625,917 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,363,892 | BOYAmt |
| EOY | $29,868,860 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,413,208 | BOYAmt |
| EOY | $7,478,175 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,835,611 | BOYAmt |
| EOY | $153,823,326 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,405,298 | BOYAmt |
| EOY | $9,726,648 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,160,350 | BOYAmt |
| EOY | $37,992,882 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,498 | BOYAmt |
| EOY | $422,865 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,810,000 | BOYAmt |
| EOY | $11,718,057 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,358 | BOYAmt |
| EOY | $2,413,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,001,504 | BOYAmt |
| EOY | $62,274,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,682,799 | BOYAmt |
| EOY | $67,787,235 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,334,801 | BOYAmt |
| EOY | $7,905,764 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,816,507 | BOYAmt |
| EOY | $15,855,897 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,834,107 | BOYAmt |
| EOY | $91,548,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,835,611 | BOYAmt |
| EOY | $153,823,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,828,402 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,931,545 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $611,646 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,004,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,369,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,652,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,503,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,140,324 | CurrentTaxYearAmt |
| Total | $13,670,629 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,004,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,369,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,652,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,503,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,140,324 | CurrentTaxYearAmt |
| Total | $13,670,629 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,118,136 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,552,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,910,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,830,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,496,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,041,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $985,997 | CurrentTaxYearAmt |
| Total | $8,265,246 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,282 | CurrentTaxYearAmt |
| Total | $1,037,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,973,603 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $152,703,662 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,688,908 | BeginningYearBalanceAmt |
| Contributions | $940,979 | ContributionsAmt |
| Investment Earnings Or Losses | $4,937,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,819,511 | OtherExpendituresAmt |
| End Year Balance | $64,748,003 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,160,466 | BeginningYearBalanceAmt |
| Contributions | $64,843 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,091,182 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,445,219 | OtherExpendituresAmt |
| End Year Balance | $63,688,908 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,685,163 | BeginningYearBalanceAmt |
| Contributions | $1,209,437 | ContributionsAmt |
| Investment Earnings Or Losses | $4,177,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,911,382 | OtherExpendituresAmt |
| End Year Balance | $69,160,466 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,485,320 | BeginningYearBalanceAmt |
| Contributions | $38,540 | ContributionsAmt |
| Investment Earnings Or Losses | $7,675,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,514,500 | OtherExpendituresAmt |
| End Year Balance | $69,685,163 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,192,061 | BeginningYearBalanceAmt |
| Contributions | $1,722,938 | ContributionsAmt |
| Investment Earnings Or Losses | $1,889,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,319,000 | OtherExpendituresAmt |
| End Year Balance | $70,485,320 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,909,617 | OtherCostOrOtherBasisAmt |
| Book Value | $5,909,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,433,421 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,552,980 | DepreciationAmt |
| Book Value | $64,880,441 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,420,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,170,745 | DepreciationAmt |
| Book Value | $249,372 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,607,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,897,496 | DepreciationAmt |
| Book Value | $2,710,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,124,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $139,338 | DepreciationAmt |
| Book Value | $985,153 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,735,022 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $29,868,860 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,868,860 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED GIFT PLANS SUPPORT | $1,881,794 |
| third party payor settlements | $532,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,413,978 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,970,101 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,931,545 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $240,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $611,646 | OtherRevenueAmt |
| Revenue Not Reported | $4,783,191 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,186,910 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$17,785 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$17,785 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,169,125 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,255,312 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $240,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $17,785 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $257,785 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,997,527 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $41,997,527 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | THE FOUNDATION HOLDS ACCOUNTS AS CUSTODIAN FOR RESIDENTS. |
| Part X, Line 2: | The Foundation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016 or 2015. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 69,486. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 129,684. PENSION LIABILITY ADJUSTMENT 412,476. |
| Part XI, Line 4b - Other Adjustments: | GAMING ACTIVITY -17,785. |
| Part XII, Line 2d - Other Adjustments: | GAMING ACTIVITY 17,785. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $48,351 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,747 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $15,038 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $48,351 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,747 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $15,038 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $17,785 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $30,566 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Individual With Books | PATRICIA GRIECO | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 28 | $55,500 |
| OUTREACH | 1 | $5,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The eligibility for assistance is determined by the applicant's GPA, the number of credits required and volunteer hours. To continue to be eligible for the scholarship, the recipient must provide the same information twice a year. This information is monitored and kept in a file maintained by the director of Administration. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY SHEMANSKY | PersonNm |
| Title | Assistant Exec. Director | TitleTxt |
| Base Compensation Filing Org | $142,077 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,860 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,937 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY SERIES A | ||||||
| A | 2014-07-22 | $35,750,000 | REFUNDING 2001 & 2002 BONDS | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY SERIES B | ||||||
| B | 2014-07-22 | $4,825,000 | CAPITAL IMPROVEMENTS; ISSUANCE COSTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,347,060 | $35,750,000 | $35,750,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $95,075 | $4,685,017 | 0 | 0 | 0 | Yes (1) | $533,619 | $4,151,398 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SERIES B 2014 BOND IS A DRAW DOWN BOND. PER THE AGREEMENT, THE TOTAL ISSUANCE IS UP TO $4,825,000. AS OF 12/31/16, $4,685,017 HAS BEEN DRAWN DOWN THROUGH THIS AGREEMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | THE FOUNDATION HAS A MASTER SERVICES AGREEMENT WITH ASHLAR CREATIVE SOLUTIONS, LLC TO PROVIDE MANAGEMENT SERVICES TO THE FOUNDATION. EXECUTIVE DIRECTOR, LEN WEISER, IS AN EMPLOYEE OF ASHLAR. THE FOUNDATION PAID $212,228 TO ASHLAR FOR MR. WEISER'S SALARIES AND BENEFITS. |
| Form 990, Part VI, Section A, line 6 | ALL MEMBERS OF THE GRAND LODGE OF THE MOST ANCIENT AND HONORABLE SOCIETY OF FREE AND ACCEPTED MASONS FOR THE STATE OF NEW JERSEY IN GOOD STANDING SHALL BE CONSIDERED MEMBERS OF THE CORPORATION. |
| Form 990, Part VI, Section A, line 7a | THE MEMBERS MAY ELECT THOSE WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. |
| Form 990, Part VI, Section B, line 11b | THE 990 IS REVIEWED IN DETAIL BY MANAGEMENT BEFORE BEING PRESENTED TO THE FINANCE COMMITTEE. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICTS OF INTEREST THAT MAY IMPACT THE ORGANIZATION. EACH TRUSTEE SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| Form 990, Part VI, Section B, line 15 | The Human Resource committee of the Board of Trustees reviews key employee compensation based on wage survey data that is compiled on a regular basis to ensure that compensation does not exceed fair market value. MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD WILL THEN RATIFY THE RECOMMENDATION MADE BY THE COMMITTEE. |
| Form 990, Part VI, Section C, line 19 | MASONIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, line 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 129,684. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 69,486. PENSION LIABILITY ADJUSTMENT 412,476. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BARRACKS STREET | AddressLine1Txt |
| City | TRENTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210454866 | EIN |
| Primary Activities | FRATERNAL ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(10) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |