MASONIC HOME INDEPENDENT LIVING II INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME INDEPENDENT LIVING II INC (EIN 27-3168105)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201603139349300820
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-08T08:39:05-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTJOY CHILTON MEDLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 462 S FOURTH ST SUITE 2600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402023445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273168105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME INDEPENDENT LIVING II INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 5028974907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3761 JOHNSON HALL DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD LACY | PersonNm |
| Person Title | SR VP FINANCE & CFO | PersonTitleTxt |
| Phone | 5028974907 | PhoneNum |
| Signature | 2016-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE GROZA | PreparerPersonNm |
| PTIN | P00034644 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRALEA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY MARSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3761 JOHNSON HALL DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,202,565 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICHOMESKY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES THAT WILL IMPROVE AND ENHANCE THE QUALITY OF THE RESIDENTS NURTURE AND FURTHER ENHANCE AND MAKE A DIFFERENCE IN THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,458,879 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,972,553 | CYProgramServiceRevenueAmt |
| PY Investment Income | $479,566 | PYInvestmentIncomeAmt |
| CY Investment Income | $462,947 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,938,445 | PYTotalRevenueAmt |
| CY Total Revenue | $5,435,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,846,667 | PYOtherExpensesAmt |
| CY Other Expenses | $6,618,277 | CYOtherExpensesAmt |
| PY Total Expenses | $5,846,667 | PYTotalExpensesAmt |
| CY Total Expenses | $6,618,277 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$908,222 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,182,777 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,590,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,335,084 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,463,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,867,740 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,873,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$4,532,656 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES THAT WILL IMPROVE AND ENHANCE THE QUALITY OF THE RESIDENTS NURTURE AND FURTHER ENHANCE AND MAKE A DIFFERENCE IN THEIR LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,738,308 | ExpenseAmt |
| Revenue | $4,972,553 | RevenueAmt |
| Desc | THE ORGANIZATION'S PURPOSE IS CONSTRUCTING, OWNING AND OPERATING A SENIOR LIVING COMMUNITY KNOWN AS MIRALEA. MIRALEA CONSISTS OF 90 INDEPENDENT LIVING APARTMENTS AND 12 RESIDENTIAL-STYLE PATIO HOMES THAT OPENED ON NOVEMBER 1, 2012. MIRALEA, WITH ITS AFFILITATION WITH MASONIC HOMES OF KENTUCKY, FORM A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WITH A LIFE CARE PRODUCT FOR SENIORS. MIRALEA OFFERS A TIERED APPROACH TO THE AGING PROCESS, ACCOMMODATING RESIDENTS CHANGING NEEDS AS THEY AGE THROUGH INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING CARE. MIRALEA PROVIDES SENIORS THE OPTION TO LIVE AN ACTIVE LIFESTYLE IN ONE LOCATION FOR THE DURATION OF THEIR REMAINING LIFE, WITH MUCH OF THEIR FUTURE CARE ALREADY PREDETERMINED BY THE RESIDENT AND THE LIFE CARE AGREEMENTS WITH MIRALEA. | Desc |
| Total Program Service Expenses | $5,738,308 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY KANNAPPLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5027538800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3761 JOHNSON HALL DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARTIN R WALTERS | |||||||
| CHAIRMAN | 0.80 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L OWEN | |||||||
| VICE CHAIRMAN | 0.80 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN M SAMMONS | |||||||
| SECRETARY | 0.80 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD S CAUGHRON | |||||||
| TREASURER | 0.80 | 2.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD T NATION | |||||||
| DIRECTOR | 0.80 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH R CONWAY | |||||||
| DIRECTOR | 0.80 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| CLOYD BUMGARDNER | |||||||
| DIRECTOR | 0.80 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| GARY MARSH | |||||||
| PRESIDENT & CEO | 2.00 | 36.00 | Yes (X) | $0 | $292,367 | $24,629 | |
| TODD LACY | |||||||
| SR VP FINANCE & CFO | 2.00 | 36.00 | Yes (X) | $0 | $208,438 | $25,434 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $500,805 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,063 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| BOSSE MATTINGLY CONSTRUCTORS INC | |||||
| 2116 PLANTSIDE DR | LOUISVILLE | KY | 40299 | CONSTRUCTION | $5,049,198 |
| A G ARCHITECTURE | |||||
| 1414 UNDERWOOD AVE 301 | WAUWATOSA | WI | 75201 | ARCHITECTURE | $464,339 |
| GREYSTONE DEVELOPMENT COMPANY II LP | |||||
| 225 E JOHN W CARPENTER FWY 700 | IRVING | TX | 75062 | CONSTRUCTION | $285,944 |
| PROVINET SOLUTIONS | |||||
| 18645 W CREEK DR | TINLEY PARK | IL | 60477 | SOFTWARE SERVICES | $243,243 |
| LUSK MECHANICAL CONTRACTORS | |||||
| 820 SOUTH DIXIE HIGHWAY | MULDRAUGH | KY | 40155 | ENGINEERING | $102,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $4,972,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,972,553 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,972,553 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,955 | TotalRevenueColumnAmt |
| Exclusion | $316,955 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,913,057 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,767,065 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,992 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,992 | TotalRevenueColumnAmt |
| Exclusion | $145,992 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,435,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,972,553 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $462,947 | ExclusionAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,652 | TotalAmt |
| Management And General | $87,652 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Management And General | $25,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,636 | TotalAmt |
| Management And General | $50,636 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,852 | TotalAmt |
| Program Services | $8,749 | ProgramServicesAmt |
| Management And General | $50,103 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,616 | TotalAmt |
| Management And General | $23,616 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,694 | TotalAmt |
| Program Services | $22,826 | ProgramServicesAmt |
| Management And General | $41,868 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,858 | TotalAmt |
| Management And General | $67,858 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,200 | TotalAmt |
| Program Services | $328,200 | ProgramServicesAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,914 | TotalAmt |
| Program Services | $3,975 | ProgramServicesAmt |
| Management And General | $8,939 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230 | TotalAmt |
| Management And General | $230 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,028 | TotalAmt |
| Program Services | $1,753,028 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,962,942 | TotalAmt |
| Program Services | $1,962,942 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,834 | TotalAmt |
| Program Services | $49,834 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REIMBURSED SALARY EXPEN | $1,367,557 | $771,792 | $595,765 |
| FOOD | $352,919 | $352,919 | |
| EXPENSE ALLOCATION | $226,081 | $226,081 | |
| CORPORATE OVERHEAD | $178,387 | $178,387 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$7,123 | TotalAmt |
| Program Services | $257,962 | ProgramServicesAmt |
| Management And General | -$265,085 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,618,277 | TotalAmt |
| Program Services | $5,738,308 | ProgramServicesAmt |
| Management And General | $879,969 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,181 | BOYAmt |
| EOY | $1,431,009 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $457 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$3,026 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,220 | BOYAmt |
| EOY | $18,983 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,710 | BOYAmt |
| EOY | $11,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,458,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,283,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,981,397 | BOYAmt |
| EOY | $44,175,427 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,418,720 | BOYAmt |
| EOY | $9,319,346 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,761,011 | BOYAmt |
| EOY | $8,381,212 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,590,239 | BOYAmt |
| EOY | $63,335,084 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,368 | BOYAmt |
| EOY | $715,090 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,085,203 | BOYAmt |
| EOY | $2,742,316 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,524,044 | BOYAmt |
| EOY | $28,422,578 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,835,840 | BOYAmt |
| EOY | $35,987,756 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,463,455 | BOYAmt |
| EOY | $67,867,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,873,216 | BOYAmt |
| EOY | -$4,532,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,873,216 | BOYAmt |
| EOY | -$4,532,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,590,239 | BOYAmt |
| EOY | $63,335,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,182,777 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$476,663 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $2,000,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $68,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,458,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,972,553 | CurrentTaxYearAmt |
| Total | $13,382,970 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,883,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,458,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,972,553 | CurrentTaxYearAmt |
| Total | $15,382,970 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,382,970 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $149,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $357,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,955 | CurrentTaxYearAmt |
| Total | $1,155,746 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $149,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $357,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $316,955 | CurrentTaxYearAmt |
| Total | $1,155,746 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $900 | CurrentTaxYearMinus2YearsAmt |
| Total | $900 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $217,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,241,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,791,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,289,508 | CurrentTaxYearAmt |
| Total | $16,539,616 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93010 | PublicSupportCY509Pct |
| Investment Income CY | 0.06990 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,907,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,782,389 | DepreciationAmt |
| Book Value | $39,125,167 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $402,169 | OtherCostOrOtherBasisAmt |
| Depreciation | $60,649 | DepreciationAmt |
| Book Value | $341,520 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,138,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $277,019 | DepreciationAmt |
| Book Value | $1,861,975 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,009,897 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,132 | DepreciationAmt |
| Book Value | $1,846,765 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $44,175,427 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACT ACQUISITION COSTS, NET | $3,683,052 |
| BOND ACCOUNTS | $4,169,278 |
| ACCRUED INTEREST | $21,957 |
| DUE TO AFFILIATES | $506,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,381,212 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $70,434 |
| ACCRUED INTEREST PAYABLE | $114,802 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $35,802,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,987,756 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,246,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$476,663 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $288,065 | OtherRevenueAmt |
| Revenue Not Reported | -$188,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,435,500 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,435,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,906,342 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $288,065 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $288,065 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,618,277 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,618,277 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE MORE-LIKELY-THAN-NOT APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION CLASSIFIES INTEREST AND PENALTIES WITH RESPECT TO MATERIAL UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FINANCIAL STATEMENTS (WHEN APPLICABLE) AS INTEREST EXPENSE AND AS AN OPERATING EXPENSE, RESPECTIVELY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LTC EXPENSE/REVENUE COMBINED ON FINANCIALS 288,065. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LTC EXPENSE/REVENUE COMBINED ON FINANCIALS 288,065. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY MARSH | ||||||||||||||
| PRESIDENT & CEO | $0 | $241,811 | $0 | $50,556 | $0 | $0 | $0 | $10,104 | $0 | $14,525 | $0 | $316,996 | $0 | $0 |
| TODD LACY | ||||||||||||||
| SR VP FINANCE & CFO | $0 | $157,718 | $0 | $50,720 | $0 | $0 | $0 | $6,841 | $0 | $18,593 | $0 | $233,872 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION, MASONIC HOMES OF KENTUCKY, INC., PAYS THE COMPENSATION TO GARY MARSH AND TODD LACY AND USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION. COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY REVENUE BONDS | |||||||
| A | 610600439 | 2011-08-11 | $24,015,000 | CONSTRUCTION, DEVELOPMENT AND EQUIPPING OF THE ORGANIZATION | 0 | 0 | 0 |
| KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY REVENUE BONDS | |||||||
| B | 610600439 | 2014-08-27 | $13,000,000 | MIRALEA PHASE II CONSTRUCTION, A SERIES 5,600,000, B SERIES $7,400,000 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $23,894,235 | $3,997,294 | $679,374 | $19,073,371 | $144,196 | 2012 | 0 | 0 | 0 | Yes (1) |
| B | $13,000,000 | $260,000 | $12,367,305 | $372,695 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: GROVE POINTE DBA: THE MEADOW |
| FORM 990, PART VI, SECTION A, LINE 6 | MASONIC HOMES OF KENTUCKY, INC. IS THE "SOLE MEMBER" OF MASONIC HOME INDEPENDENT LIVING II, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. SHALL HAVE THE AUTHORITY TO ADOPT BY-LAWS AND REGULATIONS AS MAY BE NECESSARY FOR THE GOVERNMENT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS FIRST REVIEWED BY INTERNAL MANAGEMENT AND THEN A COPY IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY MEMBER OF THE BOARD HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS INTEREST. OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AND REMOVE THEMSELVES FROM ANY DISCUSSION AND VOTE WHERE THEY HAVE A CONFLICT. IF A CONFLICT IS DEEMED TO EXIST, SUCH A PERSON SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT COMPENSATE ANYONE; HOWEVER THE RELATED ORGANIZATION USES THE FOLLOWING PROCESS: THEY HAVE AN OUTSIDE INDEPENDENT CONTRACTOR DO A REVIEW OF SALARIES AND PROVIDE A SALARY SURVEY. THE FINANCE COMMITTEE USES THIS INFORMATION TO DOCUMENT AND APPROVE THE SALARIES. NATIONAL AND REGIONAL INDUSTRY AGENCIES PROVIDE YEARLY DATA REGARDING THESE ISSUES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, QUESTION 2C | THE RELATED ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSEES THE AUDIT. THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MASONIC HOMES OF KENTUCKY INC | |||||||||||
| 3761 JOHNSON HALL DRIVE | MASONIC HOME | KY | 40041 | 610458374 | TO PROVIDE AND MAINTAIN A HOME FOR WIDOWS OF DECEASED MASONS | KY | 501 (C) (3) | LINE 7 | N/A | 0 | |
| MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC | |||||||||||
| 3761 JOHNSON HALL DRIVE | MASONIC HOME | KY | 40041 | 311756851 | TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY | KY | 501 (C) (3) | LINE 9 | 0 | MASONIC HOMES OF KENTUCKY INC | |
| MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC | |||||||||||
| 3761 JOHNSON HALL DRIVE | MASONIC HOME | KY | 40041 | 273248085 | TO PROVIDE DAYCARE AND PRESCHOOL SERVICES. | KY | 501 (C) (3) | LINE 9 | 0 | MASONIC HOMES OF KENTUCKY INC | |
| MASONIC HOMES COMMUNITY BASED SERVICES INC | |||||||||||
| 4338 13TH STREET | ASHLAND | KY | 41102 | 273248199 | TO PROVIDE SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. | KY | 501 (C) (3) | N/A | 0 | MASONIC HOMES OF KENTUCKY INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| MASONIC HOME VILLAGE LTD | |||||||||
| 3761 JOHNSON HALL DR | MASONIC HOME | KY | 40041 | 611292420 | RENTAL REAL ESTATE | KY | N/A | 0 | 0 |
| MASONIC HOME VILLAGE II LTD | |||||||||
| 3761 JOHNSON HALL DR | MASONIC HOME | KY | 40041 | 611313979 | RENTAL REAL ESTATE | KY | N/A | 0 | 0 |
| MASONIC HOME VILLAGE III LTD | |||||||||
| 3761 JOHNSON HALL DR | MASONIC HOME | KY | 40041 | 611337667 | RENTAL REAL ESTATE | KY | N/A | 0 | 0 |
| MASONIC HOME VILLAGE IV LTD | |||||||||
| 3761 JOHNSON HALL DR | MASONIC HOME | KY | 40041 | 611399067 | RENTAL REAL ESTATE | KY | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME PROPERTIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3761 JOHNSON HALL DR | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611292421 | EIN |
| Primary Activities | RENTAL REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |