MASONIC HOMES AT ELIZABETHTOWN GRAND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOMES AT ELIZABETHTOWN GRAND (EIN 23-0360210)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-29
- IRS object ID
- 201211509349300101
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T06:31:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520783935 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH ELLIOTT KEARNS & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BROOKWOOD AVE SUITE 101 | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17015 | 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 | 230360210 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOMES AT ELIZABETHTOWN GRAND | BusinessNameLine1 |
| Business Name Line2 | LODGE OF FREE & ACCEPTED MASONS OF PA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 7173671121 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MASONIC DRIVE | AddressLine1 |
| City | ELIZABETHTOWN | City |
| State | PA | State |
| ZIP Code | 17022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY W SMITH | Name |
| Title | RWGM | Title |
| Phone | 7173671121 | Phone |
| Date Signed | 2012-05-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY P HALL CPA | Name |
| PTIN | P00156653 | PTIN |
| Phone | 7172439104 | 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 | JAY W SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MASONIC DRIVE | AddressLine1 |
| City | ELIZABETHTOWN | City |
| State | PA | State |
| ZIP Code | 17022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 179984500 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASONICVILLAGESPA.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | OUR CARING COMMUNITIES AND SERVICES ASSIST INDIVIDUALS, FAMILIES AND CHILDREN IN REALIZING THEIR POTENTIAL AND ENJOYING THE HIGHEST POSSIBLE QUALITY OF LIFE THROUGH THE TRADITIONS OF FREEMASONRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2508 | TotalNbrEmployees |
| Total Nbr Volunteers | 950 | TotalNbrVolunteers |
| Total Gross UBI | 1857116 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1320459 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8745888 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11504034 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 123675226 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 126286800 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28078642 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37879131 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3120567 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2531330 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 163620323 | TotalRevenuePriorYear |
| Total Revenue Current Year | 178201295 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2108325 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2114511 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 81743702 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 83136790 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1231358 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 64047119 | OtherExpensePriorYear |
| Other Expenses Current Year | 66150900 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 147899146 | TotalExpensesPriorYear |
| Total Expenses Current Year | 151402201 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15721177 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 26799094 | RevenuesLessExpensesCY |
| Total Assets BOY | 889763623 | TotalAssetsBOY |
| Total Assets EOY | 885874670 | TotalAssetsEOY |
| Total Liabilities BOY | 374012326 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 400411667 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 515751297 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 485463003 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR CARING COMMUNITIES AND SERVICES ASSIST INDIVIDUALS, FAMILIES AND CHILDREN IN REALIZING THEIR POTENTIAL AND ENJOYING THE HIGHEST POSSIBLE QUALITY OF LIFE THROUGH THE TRADITIONS OF FREEMASONRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 129676288 | Expense |
| Revenue | 126260018 | Revenue |
| Description | CONTINUING CARE RETIREMENT COMMUNITY:PROVIDED A WIDE VARIETY OF HEALTHCARE AND RESIDENTIAL SERVICES TO AN AGGREGATE ELDERLY RESIDENT POPULATION AVERAGING APPROXIMATELY 2,500 THROUGHOUT THE YEAR AT FIVE DIFFERENT CAMPUSESBEGAN SIGNIFICANT RENOVATIONS TO THE NURSING FACILITIES AT THE SEWICKLEY AND ELIZABETHTOWN LOCATIONS TO CONVERT THE FORMAT FROM THE TRADITIONAL HOSPITAL MODEL TO A NEIGHBORHOOD DESIGN MODEL. THESE PROJECTS HAVE AN AGGREGATE PROJECTED COST OF APPROXIMATELY $56.1 MILLION.CONDUCTED A MUSIC THERAPY PROGRAM AT THE ELIZABETHTOWN CAMPUS THAT HAD AN AVERAGE WEEKLY PARTICIPATION OF 477 RESIDENTS.PROVIDED CHARITY CARE AND CARE NOT FULLY REIMBURSED BY MEDICAL ASSISTANCE TOTALING APPROXIMATELY $9.2 MILLION.THE ELIZABETHTOWN HOSPICE PROGRAM CARED FOR 195 PATIENTS DURING THE YEAR ENDED DECEMBER 31, 2011.THE HOME CARE FUNCTIONS AT THE ELIZABETHTOWN AND SEWICKLEY LOCATIONS PROVIDED A COMBINED 35,424 HOURS OF SERVICE DURING THE YEAR ENDED DECEMBER 31, 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1906607 | Expense |
| Revenue | 26782 | Revenue |
| Description | CHILDREN'S HOME:PROVIDED A HOMELIKE ATMOSPHERE AND FINANCIAL SUPPORT FOR A RESIDENT POPULATION AVERAGING APPROXIMATELY 38 CHILDREN THROUGHOUT THE YEAR AT THE CHILDREN'S HOME FREE OF CHARGE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2253760 | Expense |
| Description | COMMUNITY SERVICE:PROVIDED HOME ASSISTANCE TO PEOPLE NOT RESIDING IN ONE OF MASONIC HOME'S FIVE LOCATIONS. THE COST OF THIS PROGRAM WAS $44,995.OPERATED AN OUTREACH PROGRAM THAT PROVIDED INFORMATION AND REFERRAL SERVICES TO PEOPLE NEEDING HELP WITH VARIOUS ASPECTS OF LONG-TERM CARE, INCLUDING GOVERNMENTAL PROGRAMS AVAILABLE, SELECTING A LONG-TERM CARE FACILITY, INSURANCE, TRANSPORTATION, AND COUNSELING. THE COST OF THIS PROGRAM WAS $1,029.AWARDED SCHOLARSHIPS TOTALING $34,500 TO LOCAL STUDENTS WHO ATTEND OR WILL ATTEND HIGHER EDUCATION INSTITUTIONS.CONTRIBUTED APPROXIMATELY $1,658,000 TO THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA (A NATIONAL HISTORIC LANDMARK) AND APPROXIMATELY $482,000 TO THE PENNSYLVANIA MASONIC YOUTH FOUNDATION (BOTH ARE 501 (C) (3) CHARITABLE ORGANIZATIONS), PROVIDING FUNDING TO HELP THEM FULFILL THEIR RESPECTIVE MISSIONS. PROVIDED MEETING AND CONFERENCE FACILITIES AT NO COST OR REDUCED COST FOR USE BY SEVERAL NOT-FOR-PROFIT AND COMMUNITY ORGANIZATIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 133836655 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 499 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2508 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 1 | 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 | 0 | 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM J PRAZENICA CFO - MASONIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7173671121 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MASONIC DRIVE | AddressLine1 |
| City | ELIZABETHTOWN | City |
| State | PA | State |
| ZIP Code | 17022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JEFFREY W COY RWGT | |||||||
| CHAIRMAN | 2.30 | X | X | 0 | 40000 | 0 | |
| THOMAS K STURGEON RWGM | |||||||
| DIRECTOR | 2.30 | X | 0 | 145002 | 1874 | ||
| JAY W SMITH RWDGM | |||||||
| DIRECTOR | 2.30 | X | 0 | 40000 | 0 | ||
| ROBERT J BATEMAN RWSGW | |||||||
| DIRECTOR | 2.30 | X | 0 | 40000 | 0 | ||
| RAYMOND T DIETZ RWJGW | |||||||
| DIRECTOR | 2.30 | X | 0 | 40000 | 0 | ||
| MARK A HAINES RWGS | |||||||
| DIRECTOR | 2.30 | X | 0 | 96575 | 29513 | ||
| JAMES F STANDISH JR | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| JEFFREY M WONDERLING | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| THOMAS F TOSCANI | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| JEFF A BIDDLE | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| WILLIAM H DICKEY JR | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| TIMOTHY P TEMPLETON | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| PAUL E REICHART | |||||||
| DIRECTOR | 2.30 | X | 0 | 0 | 0 | ||
| JOSEPH E MURPHY | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 324708 | 0 | 67590 | ||
| WILLIAM C DAVIS | |||||||
| COO HEALTH CARE SERVICES | 40.00 | X | 182100 | 0 | 39232 | ||
| WILLIAM J PRAZENICA | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 181299 | 0 | 38966 | ||
| RAYMOND E TIERNEY | |||||||
| COO RETIREMENT LIVING | 40.00 | X | 176106 | 0 | 38120 | ||
| VICKI L GILLMORE | |||||||
| EXECUTIVE DIRECTOR, ELIZABETHTOWN | 40.00 | 164777 | 0 | 35509 | X | ||
| CLAUDIA STEPHENS | |||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 150114 | 0 | 32252 | X | ||
| ALVIN H BLITZ | |||||||
| CHIEF DIRECTOR OF GIFT PLANNING | 40.00 | 145102 | 0 | 31122 | X | ||
| ERIC L GROSS | |||||||
| EXECUTIVE DIRECTOR, SEWICKLEY | 40.00 | 132490 | 0 | 28789 | X | ||
| NOAH P DAVIS | |||||||
| EXECUTIVE DIRECTOR, DALLAS | 40.00 | 152185 | 0 | 31977 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1608881 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 401577 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 374944 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WARFEL CONSTRUCTION CO INC | |||||
| 1110 ENTERPRISE ROAD | EAST PETERSBURG | PA | 17520 | CONSTRUCTION | 8076390 |
| WEBER MURPHY FOX INC | |||||
| 3230 WEST LAKE ROAD | ERIE | PA | 16505 | CONSTRUCTION MANAGEMENT | 7051327 |
| WOHLSEN CONSTRUCTION COMPANY | |||||
| 548 STEEL WAY PO BOX 7066 | LANCASTER | PA | 17604 | CONSTRUCTION | 5416600 |
| REESE LOWER PATRICK & SCOTT | |||||
| 1910 HARRINGTON DRIVE | LANCASTER | PA | 17601 | ARCHITECTURAL | 1825320 |
| MURRAY RISK MGMT & INSURANCE | |||||
| 39 N DUKE ST PO BOX 1728 | LANCASTER | PA | 17608 | INSURANCE BROKER | 1741688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 31 | NumberOfContractorsGT100K |
| Related Organizations | 1151235 | RelatedOrganizations |
| All Other Contributions | 10352799 | AllOtherContributions |
| Noncash Contributions | 95450 | NoncashContributions |
| Total Contributions | 11504034 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | 125345088 | 125345088 |
| RETIREMENT LIVING OTHE | 623000 | 356646 | 356646 |
| CLINICAL PROVIDER SUPP | 623000 | 224335 | 224335 |
| MISC PROGRAM SVC REVEN | 623000 | 204982 | 204982 |
| EXPENSE REIMBURSEMENT | 623000 | 73958 | 73958 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81791 | TotalRevenueColumn |
| Related Or Exempt Function Income | 81791 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 126286800 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10931956 | TotalRevenueColumn |
| Exclusion | $10,931,956 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 674214 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 674214 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 674214 | TotalRevenueColumn |
| Exclusion | $674,214 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28730380 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1675274 | Securities |
| Other | 107931 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27055106 | Securities |
| Other | -107931 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26947175 | TotalRevenueColumn |
| Exclusion | $26,947,175 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 754109 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 754109 | TotalRevenueColumn |
| Unrelated Business Revenue | 754109 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| ACACIA SERVICES, LLC | 722100 | 1063760 | 1063760 |
| CATERING INCOME | 722320 | 39247 | 39247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1103007 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178201295 | TotalRevenueColumn |
| Related Or Exempt Function Income | 126286800 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1857116 | UnrelatedBusinessRevenue |
| Exclusion | $38,553,345 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2053660 | Total |
| Program Services | 2053660 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60851 | Total |
| Program Services | 60851 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1114235 | Total |
| Management And General | 1114235 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63611140 | Total |
| Program Services | 57361093 | ProgramServices |
| Management And General | 5522327 | ManagementAndGeneral |
| Fundraising | 727720 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2728326 | Total |
| Program Services | 2362779 | ProgramServices |
| Management And General | 324095 | ManagementAndGeneral |
| Fundraising | 41452 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11061712 | Total |
| Program Services | 10405627 | ProgramServices |
| Management And General | 578390 | ManagementAndGeneral |
| Fundraising | 77695 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4621377 | Total |
| Program Services | 4199906 | ProgramServices |
| Management And General | 370276 | ManagementAndGeneral |
| Fundraising | 51195 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22151 | Total |
| Program Services | -13874 | ProgramServices |
| Management And General | 36025 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432696 | Total |
| Program Services | 94664 | ProgramServices |
| Management And General | 332627 | ManagementAndGeneral |
| Fundraising | 5405 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59585 | Total |
| Program Services | 3260 | ProgramServices |
| Management And General | 56325 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6461366 | Total |
| Program Services | 5123234 | ProgramServices |
| Management And General | 1320956 | ManagementAndGeneral |
| Fundraising | 17176 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174355 | Total |
| Program Services | 135743 | ProgramServices |
| Management And General | 38612 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7597770 | Total |
| Program Services | 7361672 | ProgramServices |
| Management And General | 227736 | ManagementAndGeneral |
| Fundraising | 8362 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113620 | Total |
| Program Services | 30637 | ProgramServices |
| Management And General | 25190 | ManagementAndGeneral |
| Fundraising | 57793 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47485 | Total |
| Management And General | 47485 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7139313 | Total |
| Program Services | 6844947 | ProgramServices |
| Management And General | 294366 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15994517 | Total |
| Program Services | 15164899 | ProgramServices |
| Management And General | 828094 | ManagementAndGeneral |
| Fundraising | 1524 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1485743 | Total |
| Program Services | 181667 | ProgramServices |
| Management And General | 1304076 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENT/MEDICAL SUPPLI | 9424977 | 9424977 | ||
| OTHER OPERATING SUPPLIE | 5099925 | 4932249 | 162804 | 4872 |
| REPAIRS AND MAINTENANCE | 2444411 | 1947672 | 491760 | 4979 |
| REAL ESTATE TAXES | 2064689 | 2021696 | 40573 | 2420 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7588297 | Total |
| Program Services | 4139296 | ProgramServices |
| Management And General | 3218236 | ManagementAndGeneral |
| Fundraising | 230765 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151402201 | Total |
| Program Services | 133836655 | ProgramServices |
| Management And General | 16334188 | ManagementAndGeneral |
| Fundraising | 1231358 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25666915 | BOY |
| EOY | 25657944 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534004 | BOY |
| EOY | 543235 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10368665 | BOY |
| EOY | 9253169 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3176550 | BOY |
| EOY | 3926479 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1649160 | BOY |
| EOY | 1644125 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1146167 | BOY |
| EOY | 1643094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 514603161 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 228648386 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266190277 | BOY |
| EOY | 285954775 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538099567 | BOY |
| EOY | 514734991 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39750210 | BOY |
| EOY | 39418442 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3182108 | BOY |
| EOY | 3098416 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889763623 | BOY |
| EOY | 885874670 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37713540 | BOY |
| EOY | 53845414 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63206785 | BOY |
| EOY | 65319971 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185061354 | BOY |
| EOY | 178442870 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2608321 | BOY |
| EOY | 2979478 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85422326 | BOY |
| EOY | 99823934 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374012326 | BOY |
| EOY | 400411667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272229830 | BOY |
| EOY | 250131815 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42677879 | BOY |
| EOY | 31963288 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200843588 | BOY |
| EOY | 203367900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515751297 | BOY |
| EOY | 485463003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889763623 | BOY |
| EOY | 885874670 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 26799094 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -57087388 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5906711 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9198132 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8312652 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7249868 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9707372 | CurrentTaxYear |
| Total | 40374735 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103998435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 111101953 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 117179681 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 123679015 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126286800 | CurrentTaxYear |
| Total | 582245884 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109905146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120300085 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125492333 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130928883 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135994172 | CurrentTaxYear |
| Total | 622620619 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16439 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6557 | CurrentTaxYear |
| Total | 102264 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16439 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6557 | CurrentTaxYear |
| Total | 102264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 622518355 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17160798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15916704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15140073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14069715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14156941 | CurrentTaxYear |
| Total | 76444231 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17160798 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15916704 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15140073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14069715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14156941 | CurrentTaxYear |
| Total | 76444231 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 707618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 563708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1382323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1684029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1103007 | CurrentTaxYear |
| Total | 5440685 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 127773562 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 136780497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142014729 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 146682627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151254120 | CurrentTaxYear |
| Total | 704505535 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.88360 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87650 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.10850 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.11610 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 196550089 | BeginningOfYearBalance |
| Contributions | 2856080 | Contributions |
| Investment Earnings Or Losses | 1949722 | InvestmentEarningsOrLosses |
| Other Expenditures | 8871781 | OtherExpenditures |
| End Of Year Balance | 192484110 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 181508197 | BeginningOfYearBalance |
| Contributions | 214020 | Contributions |
| Investment Earnings Or Losses | 24119469 | InvestmentEarningsOrLosses |
| Other Expenditures | 9291597 | OtherExpenditures |
| End Of Year Balance | 196550089 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 156200163 | BeginningOfYearBalance |
| Contributions | 533544 | Contributions |
| Investment Earnings Or Losses | 34674554 | InvestmentEarningsOrLosses |
| Other Expenditures | 9900064 | OtherExpenditures |
| End Of Year Balance | 181508197 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 215585763 | BeginningOfYearBalance |
| Contributions | 1530501 | Contributions |
| Investment Earnings Or Losses | -51232143 | InvestmentEarningsOrLosses |
| Other Expenditures | 9683958 | OtherExpenditures |
| End Of Year Balance | 156200163 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00470 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99530 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4742310 | OtherCostOrOtherBasis |
| Book Value | 4742310 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 340041081 | OtherCostOrOtherBasis |
| Depreciation | 111645483 | Depreciation |
| Book Value | 228395598 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 157249017 | OtherCostOrOtherBasis |
| Depreciation | 108386757 | Depreciation |
| Book Value | 48862260 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12570753 | OtherCostOrOtherBasis |
| Depreciation | 8616146 | Depreciation |
| Book Value | 3954607 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 285954775 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE FEES | $56,391,048 |
| ANNUITIES PAYABLE | $7,598,376 |
| INTEREST RATE SWAP AGREEMENTS | $35,834,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 99823934 | TotalOfAmounts |
| Total Revenue | 178201295 | TotalRevenue |
| Total Expenses | 151402201 | TotalExpenses |
| Excess Or Deficit For Year | 26799094 | ExcessOrDeficitForYear |
| Other | -$57,087,388 | OtherAmount |
| Total Adjustments | -57087388 | TotalAdjustments |
| Excess Or Deficit Per FS | -30288294 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 166882546 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -11318749 | OtherRevenues |
| Revenue Not Rptd F990 | -11318749 | RevenueNotRptdF990 |
| Revenue Subtotal | 178201295 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 178201295 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 151402201 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 151402201 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 151402201 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | MASONIC HOMES OWNS COLLECTIONS OF MASONIC MEMORABILIA, PAINTINGS, ANTIQUE FURNITURE, FARM EQUIPMENT, AND OTHER ARTIFACTS RELATED TO THE HISTORY OF MASONIC HOMES. THESE COLLECTIONS ARE LOCATED AT THE ELIZABETHTOWN, PENNSYLVANIA CAMPUS. THE COLLECTIONS, WHICH WERE PRIMARILY ACQUIRED THROUGH CONTRIBUTIONS SINCE MASONIC HOMES' INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED BALANCE SHEETS. CONTRIBUTED COLLECTION ITEMS ARE NOT RECOGNIZED AS REVENUE IN THE CONSOLIDATED STATEMENTS OF CHANGES IN NET ASSETS. | |
| PART IV, LINE 2B: | THE ORGANIZATION MAINTAINS FUNDS FOR ITS RESIDENTS AS A SERVICE TO THESE INDIVIDUALS. | |
| PART V, LINE 4: | THE MASONIC HOMES ENDOWMENTS WERE ESTABLISHED TO ASSIST MASONIC HOMES AND PROVIDE BENEVOLENT CARE TO RESIDENTS OF THE CAMPUSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE ORGANIZATIONS TO DISCLOSE SIGNIFICANT TAX POSITIONS THAT ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT MAY ULTIMATELY BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE EFFECTS OF TAX POSITIONS ARE RECOGNIZED IN FINANCIAL STATEMENTS IF, IN THE OPINION OF MANAGEMENT, THE TAX POSITION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON AN EXAMINATION BY THE TAXING AUTHORITIES, INCLUDING THE RESOLUTION OF ANY APPLICABLE APPEALS OR LITIGATION. MASONIC HOMES MOST SIGNIFICANT TAX POSITION IS THAT IT IS EXEMPT FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, MASONIC HOMES HAS NOT REPORTED ANY INCOME TAX EXPENSE IN THE STATEMENT OF OPERATIONS AND THE STATEMENT OF CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010. MASONIC HOMES HAS NOT RECORDED LIABILITIES FOR INCOME TAXES OR UNRECOGNIZED INCOME TAX BENEFITS IN THE BALANCE SHEETS AS OF DECEMBER 31, 2011 AND 2010. TAX YEARS SUBSEQUENT TO 2007 MAY BE SUBJECT TO REVIEW BY FEDERAL, STATE, AND LOCAL TAXING AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| NET UNREALIZED DEPRECIATION ON INVESTMENTS -32,849,055. NET UNREALIZED DEPRECIATION ON INTEREST RATE SWAP AGREEMENTS -11,318,749. CHANGE IN PENSION LIABILITY -12,919,584. TOTAL TO SCHEDULE D, PART XI, LINE 8: -57,087,388. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| UNREALIZED DEPRECIATION ON INTEREST RATE SWAP AGREEMENTS -11,318,749. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARRIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENT IN HEDGE FUND | TypeOfActivitiesConducted |
| Total Expenditures | 1950246 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1950246 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1950246 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SEWICKLEY PUBLIC LIBRARY | |||||||
| 500 THORN STREET | SEWICKLEY | PA | 15143 | 232928397 | 501(C)(3) | 5000 | OPERATING CONTRIBUTION |
| FRIENDSHIP FIRE AND HOSE COMPANY | |||||||
| 171 N MOUNT JOY STREET | ELIZABETHTOWN | PA | 17022 | 236401909 | 501(C)(4) | 17500 | OPERATING CONTRIBUTION |
| ELIZABETHTOWN AREA CHAMBER OF COMMERCE | |||||||
| 50 SOUTH WILSON AVENUE | ELIZABETHTOWN | PA | 17022 | 230553985 | 501(C)(6) | 5000 | OPERATING CONTRIBUTION |
| THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA | |||||||
| ONE NORTH BROAD STREET | PHILADELPHIA | PA | 19107 | 232608317 | 501(C)(3) | 1648594 | OPERATING CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| CONTRIBUTION/ASSISTANCE | 29 | 26351 | FMV |
| SCHOLARSHIPS | 15 | 34500 | FMV |
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: MASONIC HOMES GRANTS SCHOLARSHIPS THAT ORIGINATE FROM A VARIETY OF DIFFERENT FUNDS. THE SCHOLARSHIPS ARE GRANTED BASED UPON THE FOLLOWING GENERAL CRITERIA: * APPLICANTS MUST DEMONSTRATE FINANCIAL NEED. * APPLICANTS MUST DEMONSTRATE ACADEMIC ACHIEVEMENT. IN ADDITION BASED UPON DONOR RESTRICTIONS, CERTAIN INDIVIDUAL SCHOLARSHIPS MAY BE LIMITED TO RESIDENTS OF THE CHILDREN'S HOME, RELATIVES OF MASONS, CERTAIN FIELDS OF STUDY, AND PERFORMANCE OF VOLUNTEER SERVICES AT THE MASONIC HOMES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| 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 (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH E MURPHY | |||||||||||||
| 324708 | 0 | 0 | 0 | 0 | 0 | 11125 | 0 | 56465 | 0 | 392298 | 0 | 0 | 0 |
| WILLIAM C DAVIS | |||||||||||||
| 182100 | 0 | 0 | 0 | 0 | 0 | 7566 | 0 | 31666 | 0 | 221332 | 0 | 0 | 0 |
| WILLIAM J PRAZENICA | |||||||||||||
| 181299 | 0 | 0 | 0 | 0 | 0 | 7439 | 0 | 31527 | 0 | 220265 | 0 | 0 | 0 |
| RAYMOND E TIERNEY | |||||||||||||
| 176106 | 0 | 0 | 0 | 0 | 0 | 7496 | 0 | 30624 | 0 | 214226 | 0 | 0 | 0 |
| VICKI L GILLMORE | |||||||||||||
| 164777 | 0 | 0 | 0 | 0 | 0 | 6855 | 0 | 28654 | 0 | 200286 | 0 | 0 | 0 |
| CLAUDIA STEPHENS | |||||||||||||
| 150114 | 0 | 0 | 0 | 0 | 0 | 6148 | 0 | 26104 | 0 | 182366 | 0 | 0 | 0 |
| ALVIN H BLITZ | |||||||||||||
| 145102 | 0 | 0 | 0 | 0 | 0 | 5889 | 0 | 25233 | 0 | 176224 | 0 | 0 | 0 |
| ERIC L GROSS | |||||||||||||
| 132490 | 0 | 0 | 0 | 0 | 0 | 5749 | 0 | 23040 | 0 | 161279 | 0 | 0 | 0 |
| NOAH P DAVIS | |||||||||||||
| 152185 | 0 | 0 | 0 | 0 | 0 | 5513 | 0 | 26464 | 0 | 184162 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES 2006 | |||||||
| 236648018 | 514045XT5 | 2006-11-14 | 40025419 | ACQUISITION, CONSTRUCTION AND EQUIPPING OF 171 SENIOR LIVING APARTMENTS. | 0 | 0 | 0 |
| LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES 2008 | |||||||
| 236648018 | 514045ZG1 | 2008-04-01 | 144950000 | REFUNDING OF SERIES OF 1999, 2001, 2002 AND 2004 BOND ISSUES. | 0 | 0 | 0 |
| LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES 2010 | |||||||
| 236648018 | 514045ZM8 | 2010-11-18 | 106705000 | AMEND AND RESTATEMENT OF SERIES 1996, AND SERIES 2008 A, B, AND C BONDS | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2910000 | 41023114 | 2524015 | 2595133 | 431038 | 36472928 | 2008 | 0 | 0 | 1 | 1 | |
| 105125000 | 144950000 | 2008 | 1 | 0 | 1 | 1 | 40745000 | ||||
| 4865000 | 106705000 | 2010 | 1 | 0 | 1 | 1 | 106705000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs | Engage Bond Counsel ContractsEngageBondCounselContracts | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | |||
| 0 | 1 | 1 | 0 | 1 | 1 | 0.00160 | 0.00160 |
| 0 | 1 | 1 | 0 | 1 | 1 | 0.00260 | 0.00260 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||||
| 1 | 0 | 0 | 1 | 30.000000000000 | 1 | 0 | 1 | |||
| (no name) | ||||||||||
| 0 | 1 | 0 | 0 | 0 | 1 | |||||
| WELLS FARGO - SEE | ||||||||||
| 0 | 1 | 1 | 0 | 0 | 1 | SCHEDULE 0 | 0 | 0 | ||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIM W JEFFREYS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FORMER MEMBER OF THE COMMITTEE ON MASONIC HOMES | Relationship |
| Amount Of Transaction | 7051327 | AmountOfTransaction |
| Description Of Transaction | MR. JEFFREYS IS A PRINCIPAL IN THE FIRM OF WEBER MURPHY FOX, INC. WHICH IS PROVIDING CONSTRUCTION MANAGEMENT SERVICES FOR THE SEWICKLEY NURSING FACILITY RENOVATIONS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 38288 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR MARKET | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR MARKET | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR MARKET | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1896 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25766 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED FAIR MARKET | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CARDS | 3 | 4600 | COST |
| X | ORGAN | 1 | 600 | ESTIMATED FAIR MARKET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC HOMES GOVERNING BODY (COMMITTEE ON MASONIC HOMES). GRAND LODGE HAS ESTABLISHED THE COMMITTEE ON MASONIC HOMES UNDER AND SUBJECT TO SUCH RULES AND REGULATIONS AS MAY BE APPROVED BY THE GRAND LODGE. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC HOMES GOVERNING BODY (COMMITTEE ON MASONIC HOMES). GRAND LODGE HAS ESTABLISHED THE COMMITTEE ON MASONIC HOMES UNDER AND SUBJECT TO SUCH RULES AND REGULATIONS AS MAY BE APPROVED BY THE GRAND LODGE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 IS REVIEWED BY THE RIGHT WORSHIPFUL GRAND TREASURER OF THE PARENT (GRAND LODGE), FINANCE OFFICE STAFF AS WELL AS THE OFFICER SIGNING THE FORM 990 BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY BY EACH OF THE OFFICERS AND DIRECTORS. THESE STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD CHAIRMAN, CHIEF EXECUTIVE OFFICER AND COMPLIANCE AND RISK OFFICER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANNUAL COMPENSATION OF MASONIC HOMES' CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS IS REVIEWED BY MASONIC HOMES' CHIEF HUMAN RESOURCES OFFICER AND AN INDEPENDENT COMPENSATION CONSULTING FIRM (THE HAY GROUP). COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS APPROVED BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | INFORMATION IS PROVIDED BY THE ORGANIZATION TO THE REQUESTING INDIVIDUAL BASED UPON THEIR REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASONIC VILLAGES WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED DEPRECIATION ON INVESTMENTS -32,849,055. NET UNREALIZED DEPRECIATION ON INTEREST RATE SWAP AGREEMENTS -11,318,749. CHANGE IN PENSION LIABILITY -12,919,584. TOTAL TO FORM 990, PART XI, LINE 5: -57,087,388. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SECTION XII, LINE 2(C) | MASONIC HOMES FINANCIAL STATEMENTS ARE AUDITED AS PART OF A CONSOLIDATED AUDIT THAT INCLUDES THE PENNSYLVANIA ACACIA INSURANCE COMPANY. THE BOARD OF DIRECTORS OF THE ENTITY APPROVES THE SELECTION OF THE AUDITORS OF THIS ENTITY BASED ON A RECOMMENDATION FROM THE GRAND LODGE COMMITTEE ON FINANCE. | CONSOLIDATED FINANCIAL STATEMENT AUDIT AND SELECTION OF ACCOUNTANTS |
| FORM 990, SCHEDULE K, PART IV, LINE 3(C) | SERIES A OF 2008 - WELLS FARGO - 19.8 YEARS SERIES B OF 2008 - WELLS FARGO - 20.5 YEARS SERIES C OF 2008 - WELLS FARGO - 8.0 YEARS | NAME AND TERM OF HEDGE PROVIDER |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACACIA SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MASONIC DRIVE | AddressLine1 |
| City | ELIZABETHTOWN | City |
| State | PA | State |
| ZIP Code | 17022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260802515 | EIN |
| Primary Activities | OPERATE RESTAURANT AND CATERING SERVICES | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Total Income | 1063760 | TotalIncome |
| EOY Assets | 120466 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOMES | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (7 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF PENNSYLVANIA | ||||||||||
| ONE NORTH BROAD STREET | PHILADELPHIA | PA | 19107 | 236407467 | OVERSEE ACTIVITIES OF MASONIC ENTITIES & PROMOTE MASONIC CULTURE & LAW | PA | 501(C)(10) | 0 | ||
| MASONIC CHARITIES FUND | ||||||||||
| ONE MASONIC DRIVE | ELIZABETHTOWN | PA | 17022 | 232720910 | DISTRIBUTE CHARITABLE DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS | PA | 501(C)(3) | 0 | PUBLIC CHARITY | GRAND LODGE |
| PENNSYLVANIA MASONIC YOUTH FOUNDATION | ||||||||||
| 1244 BAINBRIDGE ROAD | ELIZABETHTOWN | PA | 17022 | 232188997 | PROVIDE GUIDANCE TO MASONICALLY RELATED YOUTH GROUPS | PA | 501(C)(3) | 0 | PUBLIC CHARITY | GRAND LODGE |
| MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA | ||||||||||
| ONE NORTH BROAD STREET | PHILADELPHIA | PA | 19107 | 232608317 | MAINTAIN & OPERATE THE LIBRARY & MUSEUM IN THE MASONIC TEMPLE | PA | 501(C)(3) | 0 | PUBLIC CHARITY | GRAND LODGE |
| THE ILC CORPORATION | ||||||||||
| ONE MASONIC DRIVE | ELIZABETHTOWN | PA | 17022 | 231616834 | PROVIDE MANAGERIAL & OPERATIONAL SERVICES FOR RETIREMENT COMMUNITIES | PA | 501(C)(3) | 1 | SUPPORTING ORG | MASONIC HOMES |
| PENNSYLVANIA ACACIA INSURANCE COMPANY LTD | ||||||||||
| 126 COLLEGE ST STE 420 | BURLINGTON | VT | 05421 | 421566974 | PROVIDE COVERAGE FOR LONG-TERM CARE, PROF. & GEN. LIABILITY EXPOSURE | VT | 501(C)(3) | 1 | PUBLIC CHARITY | MASONIC HOMES |
| MASONIC HOME OF PENNSYLVANIA INC | ||||||||||
| 801 RIDGE PIKE | LAFAYETTE HILL | PA | 19444 | 230846955 | LEASE PROPERTY TO THE MASONIC VILLAGE | PA | 501(C)(3) | 1 | PUBLIC CHARITY | MASONIC HOMES |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACACIA SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MASONIC DRIVE | AddressLine1 |
| City | ELIZABETHTOWN | City |
| State | PA | State |
| ZIP Code | 17022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260802515 | EIN |
| Primary Activity | OPERATE RESTAURANT AND CATERING SERVICES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | 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 (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| PENNSYLVANIA ACACIA INSURANCE COMPANY LTD | |
| O | 232000 |
| THE ILC CORPORATION | |
| L | 12 |
| ACACIA SERVICES LLC | |
| K | 131073 |
| GRAND LODGE OF FREE AND ACCEPTED MASONS OF PENNSYLVANIA | |
| C | 1149016 |
| ACACIA SERVICES LLC | |
| I | 181143 |
| ACACIA SERVICES LLC | |
| D | 846391 |
| ACACIA SERVICES LLC | |
| A | 52860 |