MASONIC CHARITY FOUNDATION OF NEW JERSEY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC CHARITY FOUNDATION OF NEW JERSEY (EIN 21-0634536)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-10
- IRS object ID
- 201202239349300140
- Schema version
- 2011v1.2
- 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 J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-10T09:35:30-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JH COHN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1 |
| City | ROSELAND | City |
| State | NJ | State |
| ZIP Code | 070681739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC CHARITY FOUNDATION OF NEW JERSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 6092393826 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IAN KORMAN CPA | Name |
| Title | TREASURER | Title |
| Phone | 6092393826 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM BRANDLEY | Name |
| PTIN | P00538270 | PTIN |
| Phone | 9732283500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | EDGAR M COSTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 58593034 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NJMASONIC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1898 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. ADDITIONALLY, HOSPICE SERVICES ARE PROVIDED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 585 | TotalNbrEmployees |
| Total Nbr Volunteers | 1284 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6246285 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4440569 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 29050447 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29514488 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4002183 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4046768 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 403038 | OtherRevenuePriorYear |
| Other Revenue Current Year | 196961 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39701953 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38198786 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20263498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18575762 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 385253 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21278086 | OtherExpensePriorYear |
| Other Expenses Current Year | 19365953 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 41541584 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37941715 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1839631 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 257071 | RevenuesLessExpensesCY |
| Total Assets BOY | 171618850 | TotalAssetsBOY |
| Total Assets EOY | 163272557 | TotalAssetsEOY |
| Total Liabilities BOY | 58053171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 58168370 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 113565679 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 105104187 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 31722364 | Expense |
| Description | THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 27097 | Expense |
| Description | EDUCATIONAL GRANTS AND SCHOLARSHIPS. THE FOUNDATION AWARDS HIGH SCHOOL GRADUATES OF NEW JERSEY, EDUCATIONAL GRANTS THAT ARE FOR POST HIGH SCHOOL EDUCATION. THE FOUNDATION ALSO AWARDS VARIOUS GRANTS AND SCHOLARSHIPS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5677 | Expense |
| Description | THE OUTREACH PROGRAM IS PROVIDED FOR MASONS AND THEIR FAMILIES WHO NEED FINANCIAL, LEGAL OR OTHER ASSISTANCE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32731 | Expense |
| Description | SUBSTANCE ABUSE AND OTHER MISCELLANEOUS PROGRAMS TO HELP BOTH MASONS AND NON-MASONS IN NEED OF ASSISTANCE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 32731 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 31787869 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 79 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 585 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN P KORMAN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6092393826 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 080163814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANGELO A CAPRIO | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| DAVID A DORWORTH | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| EDGAR M COSTER | |||||||
| VICE PRESIDENT | 10.00 | X | 0 | 0 | 0 | X | |
| EDWARD R PETKEVIS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| GEORGE A OLSEN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GEORGE H HEFLICH JR | |||||||
| PRESIDENT | 10.00 | X | 0 | 0 | 0 | X | |
| GERALD J SHARPE | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GLENN R TRAUTMANN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| IAN P KORMAN | |||||||
| TREASURER | 40.00 | X | 99010 | 0 | 20463 | X | |
| JAMES C GAUL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOHN D MILADIN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOHN M COLLIGAS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOSEPH H RIVAL JR | |||||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 | X | |
| JOSEPH T MEZZINA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| KENNETH L LARSEN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| LAWRENCE B KOCH | |||||||
| ASST SECRETARY-DECEASED | 3.00 | X | 0 | 0 | 0 | X | |
| MONTGOMERY M BERRIEN JR | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD F SCHMIDT | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT H KLICK | |||||||
| TRUSTEE-DECEASED | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT J SHERIDAN | |||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | |
| ROGER QUINTANA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| WILLIAM H BERMAN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| WILLIAM L MORRIS JR | |||||||
| TRUSTEE | 10.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER S ABBOTT | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 106374 | 0 | 11423 | X | ||
| DOUGLAS R POLICASTRO | |||||||
| ADMINISTRATOR | 40.00 | 139770 | 0 | 26193 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 345154 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 58079 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PRINCETON SENIOR LIVING | |||||
| 13 ROSZEL ROAD | PRINCETON | NJ | 08540 | MANAGEMENT SERVICES | 1490172 |
| SODEXO INC | |||||
| PO BOX 905374 | CHARLOTTE | NC | 282905374 | MANAGEMENT SERVICES | 437921 |
| WAYNE R MILLER & CO | |||||
| 226 WEST CENTRAL AVE | MOORESTOWN | NJ | 08057 | MISCELLANEOUS | 102457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 460134 | RelatedOrganizations |
| All Other Contributions | 3980435 | AllOtherContributions |
| Noncash Contributions | 1545045 | NoncashContributions |
| Total Contributions | 4440569 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICES FOR RESIDENTS | Description |
| Business Code | 812900 | BusinessCode |
| Total Revenue Column | 29514488 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29514488 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29514488 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2248660 | TotalRevenueColumn |
| Exclusion | $2,248,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22189557 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20391449 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1798108 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1798108 | TotalRevenueColumn |
| Exclusion | $1,798,108 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 20924 | GrossIncomeGaming |
| Gaming Direct Expenses | 2799 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18125 | TotalRevenueColumn |
| Exclusion | $18,125 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 178836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 178836 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 178836 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38198786 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29693324 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,064,893 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119473 | Total |
| Management And General | 119473 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14395123 | Total |
| Program Services | 12446657 | ProgramServices |
| Management And General | 1690819 | ManagementAndGeneral |
| Fundraising | 257647 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665970 | Total |
| Program Services | 578314 | ProgramServices |
| Management And General | 79966 | ManagementAndGeneral |
| Fundraising | 7690 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309240 | Total |
| Program Services | 2025885 | ProgramServices |
| Management And General | 273096 | ManagementAndGeneral |
| Fundraising | 10259 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1085956 | Total |
| Program Services | 918573 | ProgramServices |
| Management And General | 148115 | ManagementAndGeneral |
| Fundraising | 19268 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1490172 | Total |
| Management And General | 1490172 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114959 | Total |
| Management And General | 114959 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96889 | Total |
| Management And General | 96889 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101108 | Total |
| Management And General | 101108 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455819 | Total |
| Program Services | 150313 | ProgramServices |
| Management And General | 305506 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4262 | Total |
| Program Services | 3727 | ProgramServices |
| Management And General | 535 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584090 | Total |
| Program Services | 371029 | ProgramServices |
| Management And General | 186404 | ManagementAndGeneral |
| Fundraising | 26657 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25568 | Total |
| Management And General | 25568 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1993101 | Total |
| Program Services | 1993101 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7418 | Total |
| Program Services | 4554 | ProgramServices |
| Management And General | 890 | ManagementAndGeneral |
| Fundraising | 1974 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21731 | Total |
| Fundraising | 21731 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2436457 | Total |
| Program Services | 2436457 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3846659 | Total |
| Program Services | 3846659 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 752666 | Total |
| Program Services | 749142 | ProgramServices |
| Management And General | 3524 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL EXPENSE | 1587746 | 1587746 | |
| HOSPICE | 1531843 | 1531843 | |
| FOOD AND BEVERAGE | 1463985 | 1463985 | |
| RESIDENT EXPENSE | 675043 | 673723 | 1320 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2176437 | Total |
| Program Services | 1006161 | ProgramServices |
| Management And General | 1130249 | ManagementAndGeneral |
| Fundraising | 40027 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37941715 | Total |
| Program Services | 31787869 | ProgramServices |
| Management And General | 5768593 | ManagementAndGeneral |
| Fundraising | 385253 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6870014 | BOY |
| EOY | 5102467 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4062137 | BOY |
| EOY | 1433970 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2649514 | BOY |
| EOY | 2013491 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472490 | BOY |
| EOY | 469146 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161544 | BOY |
| EOY | 274682 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170646 | BOY |
| EOY | 309248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 139004003 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65091454 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74683418 | BOY |
| EOY | 73912549 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59724799 | BOY |
| EOY | 54261972 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11528793 | BOY |
| EOY | 12963032 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11295495 | BOY |
| EOY | 12532000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171618850 | BOY |
| EOY | 163272557 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9800192 | BOY |
| EOY | 11828319 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43860224 | BOY |
| EOY | 42631746 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4392755 | BOY |
| EOY | 3708305 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58053171 | BOY |
| EOY | 58168370 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96781281 | BOY |
| EOY | 86815322 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4357307 | BOY |
| EOY | 5921565 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12427091 | BOY |
| EOY | 12367300 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113565679 | BOY |
| EOY | 105104187 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171618850 | BOY |
| EOY | 163272557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 257071 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8718563 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6472128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5349084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7403073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6271438 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4461493 | CurrentTaxYear |
| Total | 29957216 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6472128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5349084 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7403073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6271438 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4461493 | CurrentTaxYear |
| Total | 29957216 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 29957216 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3362816 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2278864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2084122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1738257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2248660 | CurrentTaxYear |
| Total | 11712719 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 213179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 306715 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 292180 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 385583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178836 | CurrentTaxYear |
| Total | 1376493 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43046428 | TotalSupport |
| Gross Receipts From Admissions Etc | 147967834 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.69590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65390 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76336978 | BeginningOfYearBalance |
| Contributions | 597565 | Contributions |
| Investment Earnings Or Losses | 2351083 | InvestmentEarningsOrLosses |
| Other Expenditures | 6093565 | OtherExpenditures |
| End Of Year Balance | 73192061 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 70153666 | BeginningOfYearBalance |
| Contributions | 3486105 | Contributions |
| Investment Earnings Or Losses | 8725145 | InvestmentEarningsOrLosses |
| Other Expenditures | 6027938 | OtherExpenditures |
| End Of Year Balance | 76336978 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65260300 | BeginningOfYearBalance |
| Contributions | 2003314 | Contributions |
| Investment Earnings Or Losses | 9340052 | InvestmentEarningsOrLosses |
| Other Expenditures | 6450000 | OtherExpenditures |
| End Of Year Balance | 70153666 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10007756 | BeginningOfYearBalance |
| Contributions | 258938 | Contributions |
| Investment Earnings Or Losses | -383000 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9883694 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5909617 | OtherCostOrOtherBasis |
| Book Value | 5909617 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111841469 | OtherCostOrOtherBasis |
| Depreciation | 46070251 | Depreciation |
| Book Value | 65771218 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1238334 | OtherCostOrOtherBasis |
| Depreciation | 1076648 | Depreciation |
| Book Value | 161686 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19914445 | OtherCostOrOtherBasis |
| Depreciation | 17860469 | Depreciation |
| Book Value | 2053976 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100138 | OtherCostOrOtherBasis |
| Depreciation | 84086 | Depreciation |
| Book Value | 16052 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 73912549 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MORTGAGE/ASSET-BACKED SECURITIES | 324317 | F |
| ALTERNATIVE INVESTMENTS | 12638715 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12963032 | TotalOfBookValueSecurities |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ACCRUED INVESTMENT INCOME | 37015 |
| ASSETS LIMITED TO USE UNDER INDENTURE AGREEMENT | 3600738 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 4819594 |
| CONSTRUCTION IN PROGRESS | 939089 |
| DEFERRED FINANCING FEES, NET | 232883 |
| PROJECT / BOND FUND | 1461726 |
| RESIDENT ACCOUNTS | 1191055 |
| OTHER NONCURRENT ASSETS | 249900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12532000 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED GIFT PLANS SUPPORT | $2,517,250 |
| RESIDENT FUNDS | $1,191,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3708305 | TotalOfAmounts |
| Total Revenue | 38198786 | TotalRevenue |
| Total Expenses | 37941715 | TotalExpenses |
| Excess Or Deficit For Year | 257071 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6436413 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 240000 | DonatedServicesAndFacilities |
| Other | -$2,522,150 | OtherAmount |
| Total Adjustments | -8718563 | TotalAdjustments |
| Excess Or Deficit Per FS | -8461492 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32123937 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6436413 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 240000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 121564 | OtherRevenues |
| Revenue Not Rptd F990 | -6074849 | RevenueNotRptdF990 |
| Revenue Subtotal | 38198786 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38198786 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 40585429 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 240000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2403714 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2643714 | ExpensesNotRptdF990 |
| Expenses Subtotal | 37941715 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37941715 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2011 AND 2010. THE FOUNDATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEARS 2008 AND 2007, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -38,370. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -83,194. PENSION LIABILITY ADJUSTMENT -2,403,714. DIFFERENCE 3,128. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,522,150. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 38,370. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 83,194. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | PENSION LIABILITY ADJUSTMENT 2,403,714. |
Schedule G IRS990ScheduleG
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 20924 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 2799 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 20924 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 2799 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 2799 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 18125 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DOUGLAS R POLICASTRO | NamePerson |
| Base Compensation Filing Org | 139254 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 516 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4326 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 21867 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 165963 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1545045 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS ENTERED INTO A MANGEMENT CONTRACT WITH PRINCETON SENIOR LIVING | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE PEOPLE WHO BELONG TO THIS ORGANIZATION ARE CONSIDERED MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS MAY ELECT THOSE MEMBERS WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. | |
| 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. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS AN EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE OFFICERS' AND KEY EMPLOYEES' COMPENSATION. MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD WILL THEN RATIFY THE RECOMMENDATION MADE BY THE COMPENSATION 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 VII | DOUGLAS R. POLICASTRO - 620 WESTON DRIVE, TOMS RIVER, NJ 08755. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,436,413. DONATED SERVICES AND USE OF FACILITIES: 240,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -38,370. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -83,194. PENSION LIABILITY ADJUSTMENT -2,403,714. DIFFERENCE 3,128. TOTAL TO FORM 990, PART XI, LINE 5: -8,718,563. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THESE RESPONSIBILITIES. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BARRACK STREET | AddressLine1 |
| City | TRENTON | City |
| State | NJ | State |
| ZIP Code | 08608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210454866 | EIN |
| Primary Activities | FRATERNAL ORGANIZATION | PrimaryActivities |
| Legal Domicile State | NJ | LegalDomicileState |
| Exempt Code Section | 501(C)(10) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF NEW JERSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionType |
| Amount Involved | 460134 | AmountInvolved |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | FORM 990, SCHEDULE R, PART V, LINE 2 (1) | ReturnReference |
| Explanation | MEMBERS OF THE FRATERNITY ARE ASSESSED $18 PER ANNUM TO SUPPORT THE MASONIC CHARITY FOUNDATION AS PART OF THEIR ANNUAL DUES. IN ADDITION, EACH NEW MEMBER IS ASSESSED $25. | Explanation |