MASONIC AND EASTERN STAR HOME: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC AND EASTERN STAR HOME (EIN 56-0529956)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349301511
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:43:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560571159 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274199608 | 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 | 560529956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC AND EASTERN STAR HOME | BusinessNameLine1 |
| Business Name Line2 | OF NORTH CAROLINA INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 3362990031 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S HOLDEN ROAD | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27407 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK KOLADA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3362990031 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORY H KELLEY | Name |
| PTIN | P00431638 | PTIN |
| Phone | 3362944494 | Phone |
| Date Prepared | 2012-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITESTONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK KOLADA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S HOLDEN ROAD | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39838877 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MESHHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | AS A RETIREMENT COMMUNITY LEADER SINCE 1912, MASONIC AND EASTERN STAR HOME OF NC IS DEVOTED TO EXCELLENCE IN HOSPITALITY WITH TRADITIONAL VALUES PROMOTING FRATERNAL SERVICE, DIGNITY, DEPENDABILITY, AND CHOICE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 277 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1930137 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1697836 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10861519 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12012809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 191422 | InvestmentIncomePriorYear |
| Investment Income Current Year | -196722 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 24657 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2176 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13007735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13516099 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1187973 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1314415 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5561008 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5898486 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5544113 | OtherExpensePriorYear |
| Other Expenses Current Year | 4880782 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12293094 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12093683 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 714641 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1422416 | RevenuesLessExpensesCY |
| Total Assets BOY | 32028874 | TotalAssetsBOY |
| Total Assets EOY | 54497984 | TotalAssetsEOY |
| Total Liabilities BOY | 16218450 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37095401 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15810424 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17402583 | NetAssetsOrFundBalancesEOY |
| Mission Description | AS A RETIREMENT COMMUNITY LEADER SINCE 1912, MASONIC AND EASTERN STAR HOME OF NC IS DEVOTED TO EXCELLENCE IN HOSPITALITY WITH TRADITIONAL VALUES PROMOTING FRATERNAL SERVICE, DIGNITY, DEPENDABILITY, AND CHOICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10708356 | Expense |
| Grants | 1314415 | Grants |
| Revenue | 12012809 | Revenue |
| Description | MASONIC AND EASTERN STAR HOME OF NC PROVIDES RESIDENTIAL, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS. THE HOME OFFERS INDEPENDENT LIVNG, ASSISTED LIVING, AND SKILLED NURSING SERVICES. | Description |
| Total Program Service Expense | 10708356 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 0 | 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 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 277 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PHIL HUGHES | NamePerson |
| Telephone Number | 3362990031 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S HOLDEN ROAD | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DEWEY PRESLAR JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEWIS LEDFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT E GRESHAM JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID CRISP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID WICKER JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANET DORSETT | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JIM SHEARON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GENE JERNIGAN | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| DWIGHT CREWS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARCHIBALD JARRELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA BONNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA CHESSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRAN SOUTHERN | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DONNA YATES | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MELISSA HOGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DICK SLOOP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK WALTERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE LAMBERTSON SR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FREDERICK HINES WHITTY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK KOLADA | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LIFE CARE SERVICES | |||||
| 800 LOCUST STREET | DES MOINES | IA | 50309 | MANAGEMENT OF HOME | 636782 |
| SYSCO FOOD SERVICES CHARLOTTE | |||||
| 4500 CORPORATE DR NW | CONCORD | NC | 28027 | FOOD SERVICES | 559349 |
| HERITAGE HEALTHCARE | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29615 | OCCUP, PHYSICAL & SPEECH THERAPY | 528778 |
| BLUE CROSS & BLUE SHIELD OF NC | |||||
| 3530 TORINGDON WAY | CHARLOTTE | NC | 28277 | INSURANCE | 525822 |
| ZILLNER MARKETING | |||||
| 8725 ROSEHILL ROAD SUITE 200 | LENEXA | KS | 66215 | MARKETING SERVICES | 319552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 688485 | RelatedOrganizations |
| All Other Contributions | 1009351 | AllOtherContributions |
| Total Contributions | 1697836 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 12012809 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12012809 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12012809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 321294 | TotalRevenueColumn |
| Exclusion | $321,294 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25804762 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26262882 | Securities |
| Other | 59896 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -458120 | Securities |
| Other | -59896 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -518016 | TotalRevenueColumn |
| Exclusion | -$518,016 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 2176 | TotalRevenueColumn |
| Exclusion | $2,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2176 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13516099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12012809 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$194,546 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1314415 | Total |
| Program Services | 1314415 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4913147 | Total |
| Program Services | 4421463 | ProgramServices |
| Management And General | 491684 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34926 | Total |
| Program Services | 34926 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476143 | Total |
| Program Services | 451064 | ProgramServices |
| Management And General | 25079 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474270 | Total |
| Program Services | 443026 | ProgramServices |
| Management And General | 31244 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 446101 | Total |
| Program Services | 98103 | ProgramServices |
| Management And General | 347998 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44527 | Total |
| Program Services | 9226 | ProgramServices |
| Management And General | 35301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45568 | Total |
| Management And General | 45568 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20351 | Total |
| Program Services | 4209 | ProgramServices |
| Management And General | 16142 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197844 | Total |
| Program Services | 1197844 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23135 | Total |
| Program Services | 3969 | ProgramServices |
| Management And General | 19166 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152388 | Total |
| Program Services | 152388 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000570 | Total |
| Program Services | 1000570 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148071 | Total |
| Program Services | 597 | ProgramServices |
| Management And General | 147474 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SERVICES | 793094 | 793094 | |
| REPAIRS AND MAINTENANCE | 296297 | 252026 | 44271 |
| VARIOUS SUPPLIES | 295170 | 273643 | 21527 |
| MISCELLANEOUS | 177799 | 91812 | 85987 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239867 | Total |
| Program Services | 165981 | ProgramServices |
| Management And General | 73886 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12093683 | Total |
| Program Services | 10708356 | ProgramServices |
| Management And General | 1385327 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1386816 | BOY |
| EOY | 905439 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 536572 | BOY |
| EOY | 3665274 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747544 | BOY |
| EOY | 933405 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31758 | BOY |
| EOY | 34801 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211934 | BOY |
| EOY | 326758 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38060647 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11419247 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19842166 | BOY |
| EOY | 26641400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4180770 | BOY |
| EOY | 1762108 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5091314 | BOY |
| EOY | 5067554 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15161245 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32028874 | BOY |
| EOY | 54497984 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2276025 | BOY |
| EOY | 1233651 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8042572 | BOY |
| EOY | 7063839 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5899853 | BOY |
| EOY | 28797911 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16218450 | BOY |
| EOY | 37095401 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8766531 | BOY |
| EOY | 9936678 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487463 | BOY |
| EOY | 1118273 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6556430 | BOY |
| EOY | 6347632 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15810424 | BOY |
| EOY | 17402583 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32028874 | BOY |
| EOY | 54497984 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1422416 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 169743 | ReconcilationOtherChanges |
| 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 | 1149837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1475256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1177302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1930137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1697836 | CurrentTaxYear |
| Total | 7430368 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1149837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1475256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1177302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1930137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1697836 | CurrentTaxYear |
| Total | 7430368 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2356665 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5073703 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 547808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825510 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 616467 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191422 | CurrentTaxYearMinus1Year |
| Current Tax Year | 321294 | CurrentTaxYear |
| Total | 2502501 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57208 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36569 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21091 | CurrentTaxYearMinus1Year |
| Total | 140696 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10073565 | TotalSupport |
| Gross Receipts From Admissions Etc | 51511706 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60510 | 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 | 6556430 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -208798 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6347632 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6213730 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 342700 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6556430 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5538689 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 675041 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6213730 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7277779 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1739090 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5538689 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| 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 | 55677 | OtherCostOrOtherBasis |
| Book Value | 55677 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35708440 | OtherCostOrOtherBasis |
| Depreciation | 9954798 | Depreciation |
| Book Value | 25753642 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2179952 | OtherCostOrOtherBasis |
| Depreciation | 1359364 | Depreciation |
| Book Value | 820588 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 116578 | OtherCostOrOtherBasis |
| Depreciation | 105085 | Depreciation |
| Book Value | 11493 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26641400 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS IN SPLIT INTEREST AGREEMENTS | Description |
| Book Value | 5067554 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5067554 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOND INVESTMENTS | Description |
| Book Value | 15161245 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 15161245 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE ADVANCE FEES | $1,431,211 |
| DEPOSITS ON UNOCCUPIED UNITS | $618,938 |
| RESIDENT TRUST FUNDS | $92,126 |
| BONDS PAYABLE | $26,655,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 28797911 | TotalOfAmounts |
| Total Revenue | 13516099 | TotalRevenue |
| Total Expenses | 12093683 | TotalExpenses |
| Excess Or Deficit For Year | 1422416 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 398993 | NetUnrealizedGLOnInvestments |
| Other | -$229,250 | OtherAmount |
| Total Adjustments | 169743 | TotalAdjustments |
| Excess Or Deficit Per FS | 1592159 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12371427 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 398993 | NetUnrealizedGainsInvestments |
| Other Revenues | -229250 | OtherRevenues |
| Revenue Not Rptd F990 | 169743 | RevenueNotRptdF990 |
| Revenue Subtotal | 12201684 | RevenueSubtotal |
| Other Revenues Not Included | 1314415 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1314415 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13516099 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10779268 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10779268 | ExpensesSubtotal |
| Other Expenses Not Included | 1314415 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1314415 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12093683 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IT IS THE HOME'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED DURING 2011. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING 2008; HOWEVER, NO EXAMINATIONS ARE IN PROGRESS OR ANTICIPATED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -229,250. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -229,250. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MADE TO RESIDENTS 1,314,415. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MADE TO RESIDENTS 1,314,415. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | WAIVER OF FEES FOR INDIVIDUALS DUE TO HARDSHIPS. | TypeOfGrant |
| Number Of Recipients | 62 | NumberOfRecipients |
| Amount Of Cash Grant | 1314415 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | RESIDENTIAL AND HEALTH SERVICES. | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS FOR RESIDENTS UNABLE TO AFFORD TO PAY FOR THEIR CARE. THE MAJORITY OF THE GRANT RECIPIENTS ALSO RECEIVE MEDICAID BENEFITS. EACH RESIDENT IS REQUIRED TO CONTRIBUTE AS MUCH AS THEY CAN AFFORD TOWARDS THE COST OF THEIR CARE. THE GRANTS ARE PAID DIRECTLY TO THE VENDORS PROVIDING THE CARE, TO ENSURE THE FUNDS ARE USED APPROPRIATELY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | MARK KOLADA IS THE EXECUTIVE DIRECTOR OF MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA. HOWEVER, MARK KOLADA IS EMPLOYED BY LIFE CARE SERVICES, LLC. (AN UNRELATED ORGANIZATION). MASONIC AND EASTERN STAR HOME OF NC PAYS LIFE CARE SERVICES, LLC. TO MANAGE OPERATIONS OF THE HOME. MARK KOLADA'S SALARY AND BENEFITS ARE PAID BY LIFE CARE SERVICES, LLC. FOR THE 2011 TAX YEAR, LIFE CARE SERVICES, LLC PAID MARK KOLADA MEDICARE WAGES IN THE AMOUNT OF $124,104. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA MEDICAL CARE COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521309402 | IssuerEIN |
| CUSIP Number | 65820YJN7 | CUSIPNumber |
| Date Issued | 2011-04-28 | DateIssued |
| Issue Price | 26642514 | IssuePrice |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 26642514 | TotalProceeds |
| Amount In Reserve Fund | 1971475 | AmountInReserveFund |
| Issuance Costs From Proceeds | 532850 | IssuanceCostsFromProceeds |
| Capital Expenditures | 20264188 | CapitalExpenditures |
| Other Spent Proceeds | 3874001 | OtherSpentProceeds |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE BONDS WERE ISSUED TO PAY FOR CONSTRUCTION OF AN EXPANSION TO THE HOMES' EXISTING FACILITY, REFUNDING CERTAIN INDEBTEDNESS INCURRED TO FINANCE A PORTION OF THE EXPANSION, FUNDING A DEBT SERVICE RESERVE FUND AND PAYING CERTAIN EXPENSES INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF DIRECTORS HAS CONTRACTED WITH LIFE CARE SERVICES, LLC. TO MANAGE, OPERATE AND MAINTAIN THE RETIREMENT COMMUNITY. THE EXECUTIVE DIRECTOR, MARK KOLADA, IS AN EMPLOYEE OF LIFE CARE SERVICES, LLC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND MASTER APPOINTS THREE BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS WILL REVIEW THE FORM 990 AS IT IS PRESENTED BY LIFE CARE SERVICES, LLC. THE BOARD OF DIRECTORS WILL ASK ANY PERTINENT QUESTIONS AT THAT TIME. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL MONITORING OF CONFLICT OF INTEREST IS PART OF THE DUTIES OF THE CORPORATE COMPLIANCE COMMITTEE, CHAIRED BY TRACY ARMWOOD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR CEO, CURRENT OFFICERS, ETC ARE REVIEWED AS A PART OF ANNUAL BUDGET BY THE BOARD OF DIRECTORS, FINANCE COMMITTEE AND PERSONNEL COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIALS ARE INCLUDED IN ANNUAL DISCLOSURE AS REQUIRED BY DEPARTMENT OF INSURANCE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 398,993. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -229,250. TOTAL TO FORM 990, PART XI, LINE 5: 169,743. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| GRAND LODGE OF THE AF AND AM OF NC | |||||||||
| PO BOX 6506 | RALEIGH | NC | 27628 | 560228750 | PROVIDE SUPPORT FOR NC MASONS | NC | 501(C)(10) | 0 | |
| GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF NC | |||||||||
| PO BOX 5516 | KINSTON | NC | 28503 | 560239941 | CHARITABLE, EDUCATIONAL AND FRATERNAL | NC | 501(C)(8) | 0 | |
| NC MASONIC FOUNDATION INC | |||||||||
| PO BOX 6506 | RALEIGH | NC | 27628 | 566049500 | RECEIVE DONATIONS AND DISTRIBUTE ALL INCOME TO CHARITABLE ORGANIZATIONS | NC | 501(C)(3) | 0 | LINE 11B, II |
| NC EASTERN STAR FOUNDATION INC | |||||||||
| PO BOX 5516 | KINSTON | NC | 28503 | 561974972 | INVEST FUNDS RAISED TO PROVIDE PERPETUAL FUND TO EASTERN STAR HOME | NC | 501(C)(3) | 0 | PF |
| 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | 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 | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| NORTH CAROLINA MASONIC FOUNDATION INC | |
| E | 4010345 |
| NORTH CAROLINA MASONIC FOUNDATION INC | |
| C | 95271 |
| NORTH CAROLINA EASTERN STAR FOUNDATION INC | |
| C | 139694 |
| NC MASONIC FOUNDATION (RUCK FUND) | |
| C | 179658 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | SCH R, PART V, QUESTION 2, LINE 1E: | ReturnReference |
| Explanation | AMOUNT INVOLVED IS BEGINNING OF YEAR AMOUNT. AMOUNT WAS PAID OFF BY THE END OF THE YEAR. | Explanation |