2011-11-15T10:48:35-06:00 2010-12-31 MOUNTJOY CHILTON MEDLEY LLP 462 S FOURTH ST 2000 MEIDINGER TOWE LOUISVILLE KY 402023445 990 2010-01-01 610458374 MASONIC HOMES OF KENTUCKY INC MASO 5028974910 3761 JOHNSON HALL DRIVE MASONIC HOME KY 40041 TODD LACY 5028974910 2011-11-14 1 LEE GROZA 5027491900 2010 2016-03-07 17:11:31Z GARY MARSH 3761 JOHNSON HALL DRIVE MASONIC HOME KY 40041 45014151 0 X WWW.MASONICHOMESKY.ORG X 1949 KY PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 20 20 744 73 0 0 1826094 2454413 23646685 23733353 17993 1383672 1678911 1713582 27169683 29285020 0 0 0 0 15980017 16160439 0 0 673298 11963025 12236091 27943042 28396530 -773359 888490 85487658 113731632 20566867 47953277 64920791 65778355 X PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 0 0 12458421 25347491 HEALTH CARE SERVICES: COMPLETE HEALTH CARE OF RESIDENTS OF THE HOME. THIS INCLUDES THREE LEVELS OF CARE: PERSONAL CARE, NURSING CARE, AND SKILLED CARE. THE STAFF CONSISTS OF A TEAM OF REGISTERED NURSES, LICENSED PRACTICAL NURSES, NURSE ASSISTANTS, MEDICAL AIDES, AND MEDICAL RECORDS PERSONNEL. MOBILE HEALTH CARE CONSISTS OF THREE LEVELS OF CARE: PERSONAL CARE, NURSING HOME, AND FACILITY. RESIDENTS ARE TRANSPORTED TO OUTSIDE MEDICAL FACILITIES AS NEEDED. 3183591 DIETARY SERVICES: PREPARES AND SERVES MEALS TO APPROXIMATELY 220 RESIDENTS DAILY. MEALS ARE PREPARED ACCORDING TO THE PHYSICIAN'S DIET ORDER. STAFF INCLUDE A DIETARY DIRECTOR, REGISTERED DIETICIAN, PRODUCTION MANAGERS, SUPERVISORS, COOKS, STOCK CLERK, OFFICE WORKER, AND DIETARY AIDES. AN AVERAGE OF 140 EMPLOYEE MEALS ARE PREPARED DAILY. 4965084 RESIDENT AND OPERATING SERVICES: THE SOCIAL SERVICES DEPARTMENT INCLUDES A DIRECTOR OR SOCIAL SERVICES ASSISTANT DIRECTOR, SOCIAL SERVICES BUYER, RECEPTIONIST, BEAUTICIAN, AND SEAMSTRESS. THESE POSITIONS PROVIDE SERVICES RELATED TO ADMISSIONS, ADJUSTMENTS TO DAILY ROUTINES, COUNSELING SERVICES FOR BOTH RESIDENTS AND THEIR FAMILY, AND THE PURCHASE OF CLOTHING. 788356 HOUSEKEEPING SERVICES: HOUSEKEEPING SERVICES MORE THAN 278,000 SQUARE FEET OF FACILITIES. THIS INCLUDES RESIDENT'S ROOMS, HALLWAYS, DINING AREAS, CHAPELS, OFFICE AREAS, AND MORE. LAUNDRY STAFF'S DUTIES INCLUDE WASHING, IRONING, DISTRIBUTION, AND STORAGE OF LINEN SUPPLIES AND PERSONAL CLOTHING OF RESIDENTS. 788356 21395452 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 89 0 1 744 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 KY X TODD LACY 5027538800 3761 JOHNSON HALL DRIVE MASONIC HOME KY 40041 JOSEPH R CONWAY 0.80 X X 0 0 0 MARTIN R WALTERS 0.80 X X 0 0 0 RICHARD T NATION 0.80 X X 0 0 0 VIRGIL T LARIMORE JR 0.80 X X 0 0 0 HAROLD ARMSTRONG 0.80 X 0 0 0 RONNIE BELL 0.80 X 0 0 0 TERRY BOWMAN 0.80 X 0 0 0 EDWARD E CRADY 0.80 X 0 0 0 ROBERT DAVENPORT 0.80 X 0 0 0 FORREST V DEAN 0.80 X 0 0 0 L TODD EASTHAM 0.80 X 0 0 0 CURTIS JOHNSTON 0.80 X 0 0 0 JAMES S JUDY 0.80 X 0 0 0 WILLIAM D LEACH 0.80 X 0 0 0 DAVID NICOLSON 0.80 X 0 0 0 T DWAINE RIDDELL 0.80 X 0 0 0 DENNIS H RUTLEDGE 0.80 X 0 0 0 JOHN M SAMMONS 0.80 X 0 0 0 GARY SMITH 0.80 X 0 0 0 DONALD H YANKEY 0.80 X 0 0 0 GARY MARSH 40.00 X 251337 0 12115 TODD LACY 40.00 X 149041 0 16040 NATALIE TINSLEY 40.00 X 137659 0 15340 LORI HESS 40.00 X 113835 0 4073 DEBRA FINNERAN 40.00 X 141499 0 11104 J SCOTT JUDY 40.00 X 149041 0 11626 BRUCE LOTT 40.00 X 106735 0 10808 1049147 0 81106 8 0 1 0 MORRISON MANAGEMENT PO BOX 102289 ATLANTA GA 303682289 CAFETERIA SERVICES 2008584 REESE LOWER PATRICK AND SCOTT 1910 HARRINGTON LANCASTER PA 17601 ARCHITECT 243877 LOGANS PO BOX 643958 CINCINNATI OH 45264 LAUNDRY SERVICE 170827 WYATT TRIMMING 2404 ALLENTOWN ROAD SLLERSBURG IN 47172 CARPENTRY WORK 137981 4 2454413 2454413 MEDICARE AND MEDICAID 623000 15353713 15353713 ADMISSIONS/OTHER INCOM 623000 8379640 8379640 23733353 739963 739963 2021 2021 72789 49070 23719 23719 23719 16321059 2711 15680061 640998 2711 643709 643709 67309 67309 67309 HCC 623000 1401396 1401396 MHV - VILLAGES 623000 71965 71965 LAUNDRY REVENUE 623000 41685 41685 105487 99092 6395 1620533 29285020 25347491 0 1483116 428534 428534 12275856 10726230 1302871 246755 185799 138861 36419 10519 2286491 1963312 268973 54206 983759 845759 119165 18835 158501 157660 841 42350 42350 186491 186491 616583 265153 296491 54939 251129 217766 33363 1001709 783258 202726 15725 4029 3398 631 1963170 1891797 42065 29308 191201 32507 119705 38989 43123 1739 38777 2607 45105 45105 1408282 1408282 265779 265779 OUTSIDE MEDICAL SERVICE 2224573 2224573 PATIENT FOOD 1208214 1208214 PERSONAL SERVICES FOR R 927823 925555 2268 PROVIDER TAX 794527 952 792486 1089 BAD DEBT EXPENSE 193025 20837 172188 710477 366705 178281 165491 28396530 21395452 6327780 673298 2149959 433131 316814 452896 570348 148135 1888443 1804023 91083 130869 134740 142365 78584556 21559815 29976225 57024741 33882665 37690116 8267114 4642215 399830 544783 7810437 10718358 85487658 113731632 4789504 4891815 78000 652395 10536 2128 15688827 42406939 20566867 47953277 X 62509799 62282151 2410992 3496204 64920791 65778355 85487658 113731632 X 888490 -30926 X X 0 1 1 X 0 X 3725291 979793 1239600 1826094 2454413 10225191 3725291 979793 1239600 1826094 2454413 10225191 1747910 8477281 1197368 1301114 1391076 1120701 814773 5825032 16050223 56706964 0.52820 0.68010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129596 129596 17164209 11169409 5994800 10840439 5209571 5630868 5521474 4029071 1492403 44928838 1151764 43777074 57024741 ACCRUED INTEREST 96043 DUE FROM AFFILIATES 9983855 CERTIFICATE OF NEED 638460 10718358 LINE OF CREDIT PAYABLE 2998895 ANNUITY PAYABLE 659930 CONSTRUCTION LOAN 38540969 BANK OVERDRAFT 207145 42406939 67309 1 1.00000 67309 67309 KY 1 0 0 0 1.00000 TODD LACY 3761 JOHNSON HALL DRIVE MASONIC HOME KY 40041 0 JOHN CAULEY 0 ADMINISTRATIVE SERVICES (COLLECTION OF MONEY AND DISTRIBUTION OF TICKETS) X 0 X X X X X X 0 0 0 0 0 0 0 0 0 GARY MARSH 244137 0 0 0 7200 0 5324 0 6791 0 263452 0 0 0 TODD LACY 141841 0 0 0 7200 0 5174 0 10866 0 165081 0 0 0 NATALIE TINSLEY 131659 0 0 0 6000 0 4474 0 10866 0 152999 0 0 0 DEBRA FINNERAN 136699 0 0 0 4800 0 4968 0 6136 0 152603 0 0 0 J SCOTT JUDY 141841 0 0 0 7200 0 5174 0 6452 0 160667 0 0 0 KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 610600439 NONEAVAIL 2009-12-21 30000000 CAPITAL IMPROVEMENTS 0 0 0 KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 610600439 NONEAVAIL 2010-02-12 10000000 CAPITAL IMPROVEMENTS 0 0 0 30000000 397130 29602870 2011 0 0 0 0 10000000 38574 8540969 1420457 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 J SCOTT JUDY AND JAMES S JUDY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS REVIEWED BY INTERNAL MANAGEMENT AND A COPY OF THE RETURN WAS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AND REMOVE THEMSELVES FROM ANY DISCUSSION AND VOTE WHERE THEY HAVE A CONLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN OUTSIDE INDEPENDENT CONTRACTOR DO A REVIEW OF SALARIES AND PROVIDE A SALARY SURVEY. THE FINANCE COMMITTEE USES THIS INFORMATION TO DOCUMENT AND APPROVE THE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANACIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES MAKE ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -222,868. APPRECIATION CHARITABLE GIFT 159,852. APPRECIATION BENEFICIAL INTEREST 32,090. TOTAL TO FORM 990, PART XI, LINE 5: -30,926. AUDITED FINANCIAL STATEMENTS FORM 990, PAGE 12, PART XI, QUESTION 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSEES THE AUDIT. THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC 3761 JOHNSON HALL MASONIC HOME KY 40041 311756851 TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY KY 501 (C)(3) LINE 9 MASONIC HOMES OF KENTUCKY INC 0 MASONIC HOMES INDEDPENDENT LIVING II INC 401 WEST MAIN STREET SUITE 1400 LOUISVILLE KY 40202 273168105 PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES KY 501 (C) (3) LINE 7 MASONIC HOMES OF KENTUCKY INC 0 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 273248085 PROVIDES DAYCARE AND PRESCHOOL SERVICES. KY 501 (C) (3) N/A MASONIC HOMES OF KENTUCKY INC 0 MASONIC HOMES COMMUNITY BASED SERVICES INC 4338 13TH STREET ASHLAND KY 41102 273248199 PROVIDES SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. KY 501 (C) (3) N/A MASONIC HOMES OF KENTUCKY INC 0 MASONIC HOME VILLAGE LTD 3761 JOHNSON HALL DR MASONIC HOME KY 40041 611292420 RENTAL REAL ESTATE KY N/A 0 0 0.00000 MASONIC HOME VILLAGE II LTD 3761 JOHNSON HALL DR MASONIC HOME KY 40041 611313979 RENTAL REAL ESTATE KY N/A 0 0 0.00000 MASONIC HOME VILLAGE III LTD 3761 JOHNSON HALL DR MASONIC HOME KY 40041 611337667 RENTAL REAL ESTATE KY N/A 0 0 0.00000 MASONIC HOME VILLAGE IV LTD 3761 JOHNSON HALL DR MASONIC HOME KY 40041 611399067 RENTAL REAL ESTATE KY N/A 0 0 0.00000 MASONIC HOME PROPERTIES INC 3761 JOHNSON HALL DR MASONIC HOME KY 40041 611292421 RENTAL REAL ESTATE INVESTMENTS KY MASONIC HOMES OF KENTUCKY INC C -9327 38320 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MASONIC HOMES PROPERTIES INC D 85164 AMOUNT LOANED MASONIC HOME VILLAGE LTD D 177587 AMOUNT LOANED MASONIC HOME VILLAGE II LTD D 74139 AMOUNT LOANED MASONIC HOME VILLAGE III LTD D 3480983 AMOUNT LOANED MASONIC HOME VILLAGE IV LTD D 3475904 AMOUNT LOANED