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MASONIC AND EASTERN STAR HOME: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MASONIC AND EASTERN STAR HOME (EIN 56-0529956)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201141369349304509
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T13:29:07-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD ROBINSON & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19608AddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code274199608ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN560529956EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MASONIC AND EASTERN STAR HOMEBusinessNameLine1
Business Name Line2OF NORTH CAROLINA INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMASONameControl
Phone3362990031Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 S HOLDEN ROADAddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27407ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK KOLADAName
TitleEXECUTIVE DIRECTORTitle
Phone3362990031Phone
Date Signed2011-05-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLORY HARTMANNName
Phone3362944494Phone
Date Prepared2011-05-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1WHITESTONEBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARK KOLADANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1700 S HOLDEN RDAddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27407ZIPCode
FieldValueIRS element (for citing)
Gross Receipts13007735GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MESHHOME.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1912YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionAS 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 Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees259TotalNbrEmployees
Total Nbr Volunteers101TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1177302ContributionsGrantsPriorYear
Contributions Grants Current Year1930137ContributionsGrantsCurrentYear
Program Service Revenue Prior Year10938045ProgramServiceRevenuePriorYear
Program Service Revenue CY10861519ProgramServiceRevenueCY
Investment Income Prior Year615051InvestmentIncomePriorYear
Investment Income Current Year191422InvestmentIncomeCurrentYear
Other Revenue Prior Year39661OtherRevenuePriorYear
Other Revenue Current Year24657OtherRevenueCurrentYear
Total Revenue Prior Year12770059TotalRevenuePriorYear
Total Revenue Current Year13007735TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1520710GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1187973GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year5651475SalariesEtcPriorYear
Salaries Etc Current Year5561008SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year4164108OtherExpensePriorYear
Other Expenses Current Year5544113OtherExpensesCurrentYear
Total Expenses Prior Year11336293TotalExpensesPriorYear
Total Expenses Current Year12293094TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1433766RevenuesLessExpensesPriorYear
Revenues Less Expenses CY714641RevenuesLessExpensesCY
Total Assets BOY26081731TotalAssetsBOY
Total Assets EOY32028874TotalAssetsEOY
Total Liabilities BOY11724931TotalLiabilitiesBOY
Total Liabilities EOY16218450TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY14356800NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15810424NetAssetsOrFundBalancesEOY
Mission DescriptionAS 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense10865446Expense
Revenue10861519Revenue
DescriptionMASONIC 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 Expense10865446TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109654NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees259NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PHIL HUGHESBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3365104809TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 S HOLDEN ROADAddressLine1
CityGREENSBOROCity
StateNCState
ZIP Code27407ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
WILLIAM DILL
DIRECTOR1.00X000
LEWIS LEDFORD
DIRECTOR1.00X000
ROBERT E GRESHAM JR
CHAIRMAN1.00X000X
DAVID CRISP
DIRECTOR1.00X000
GUY CLINE
DIRECTOR1.00X000
SPEED HALLMAN
DIRECTOR1.00X000
TOMMY JONES
DIRECTOR1.00X000
GENE JERNIGAN
DIRECTOR1.00X000
DWIGHT CREWS
DIRECTOR1.00X000
ARCHIBALD JARRELL
DIRECTOR1.00X000
DONNA CHESSER
DIRECTOR1.00X000
LINDA BONNER
DIRECTOR1.00X000
THOMAS JACKSON
DIRECTOR1.00X000
FRAN SOUTHERN
TREASURER1.00X000X
DONNA YATES
DIRECTOR1.00X000
MELISSA HOGAN
DIRECTOR1.00X000
JACK WALTERS
DIRECTOR1.00X000
STEVE BURGESS
DIRECTOR1.00X000
WAYNE LAMBERTSON SR
DIRECTOR1.00X000
FREDERICK HINES WHITTY
DIRECTOR1.00X000
MARK KOLADA
EXECUTIVE DIRECTOR40.00000X
MICHAEL EATON
MARKETING DIRECTOR40.0011408900X
FieldValueIRS element (for citing)
Total Reportable Comp From Org114089TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources1CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
LIFE CARE SERVICES
800 LOCUST STREETDES MOINESIA50309MANAGEMENT OF HOME660177
AG ARCHITECTURE
1414 UNDERWOOD AVENUEMILWAUKEEWI53213ARCHITECTURE429342
HERITAGE HEALTHCARE
536 OLD HOWELL ROADGREENVILLESC29615OCCUP, PHYSICAL & SPEECH THERAPY391599
ZILLNER MARKETING
8725 ROSEHILL ROAD SUITE 200LENEXAKS66215MARKETING SERVICES279468
SPELLMAN BRADY & CO
8229 MARYLAND AVENUE SUITE 101ST LOUISMO63105INTERIOR DESIGN154252
FieldValueIRS element (for citing)
Number Of Contractors GT100 K8NumberOfContractorsGT100K
Related Organizations392825RelatedOrganizations
All Other Contributions1537312AllOtherContributions
Total Contributions1930137TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRESIDENT SERVICESDescription
Business Code623000BusinessCode
Total Revenue Column10861519TotalRevenueColumn
Related Or Exempt Function Income10861519RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue10861519TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column191422TotalRevenueColumn
Exclusion$191,422ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3566Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3566Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3566TotalRevenueColumn
Exclusion$3,566ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code623000BusinessCode
Total Revenue Column21091TotalRevenueColumn
Exclusion$21,091ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue21091TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column13007735TotalRevenueColumn
Related Or Exempt Function Income10861519RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$216,079ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1187973Total
Program Services1187973ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4611555Total
Program Services4126913ProgramServices
Management And General484642ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total30714Total
Program Services27052ProgramServices
Management And General3662ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total502465Total
Program Services442462ProgramServices
Management And General60003ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total416274Total
Program Services382774ProgramServices
Management And General33500ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total398876Total
Program Services71958ProgramServices
Management And General326918ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total34963Total
Program Services10798ProgramServices
Management And General24165ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total49859Total
Management And General49859ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total13334Total
Program Services10584ProgramServices
Management And General2750ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1173578Total
Program Services1173578ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total18886Total
Program Services4114ProgramServices
Management And General14772ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total122857Total
Program Services122857ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total663156Total
Program Services663156ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total134683Total
Program Services530ProgramServices
Management And General134153ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
IMPAIRMENT EXPENSE12809491280949
MEDICAL SERVICES700517700517
REPAIRS AND MAINTENANCE32545326336062093
VARIOUS SUPPLIES30204827661025438
ADMINISTRATIVE EXPENSES15949746995112502

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total165457Total
Program Services72266ProgramServices
Management And General93191ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total12293094Total
Program Services10865446ProgramServices
Management And General1427648ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3000BOY
EOY1386816EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1253808BOY
EOY536572EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY530893BOY
EOY747544EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY45615BOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY44082BOY
EOY31758EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY178948BOY
EOY211934EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis30280895LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec10438729LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY15867399BOY
EOY19842166EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY3793013BOY
EOY4180770EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4364973BOY
EOY5091314EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY26081731BOY
EOY32028874EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1127441BOY
EOY2276025EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY7540764BOY
EOY8042572EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3056726BOY
EOY5899853EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY11724931BOY
EOY16218450EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7829128BOY
EOY8766531EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY313942BOY
EOY487463EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6213730BOY
EOY6556430EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14356800BOY
EOY15810424EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY26081731BOY
EOY32028874EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses714641ReconcilationRevenueExpenses
Reconcilation Other Changes738983ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3618307CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1149837CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1475256CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1177302CurrentTaxYearMinus1Year
Current Tax Year1930137CurrentTaxYear
Total9350839Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3618307CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1149837CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1475256CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1177302CurrentTaxYearMinus1Year
Current Tax Year1930137CurrentTaxYear
Total9350839Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2112480AmountsSubstContributorsTotal
Public Support Total1707238359PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years84492CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years547808CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years825510CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year616467CurrentTaxYearMinus1Year
Current Tax Year191422CurrentTaxYear
Total2265699Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years205814CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years25828CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years57208CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year36569CurrentTaxYearMinus1Year
Current Tax Year21091CurrentTaxYear
Total346510Total
FieldValueIRS element (for citing)
Total Support11963048TotalSupport
Gross Receipts From Admissions Etc45911428GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.60510PublicSupportPertcentage170
Public Support Pertcent Prior Year0.56070PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance6213730BeginningOfYearBalance
Investment Earnings Or Losses342700InvestmentEarningsOrLosses
End Of Year Balance6556430EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5538689BeginningOfYearBalance
Investment Earnings Or Losses675041InvestmentEarningsOrLosses
End Of Year Balance6213730EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance7277779BeginningOfYearBalance
Investment Earnings Or Losses-1739090InvestmentEarningsOrLosses
End Of Year Balance5538689EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis55677OtherCostOrOtherBasis
Book Value55677BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis28501255OtherCostOrOtherBasis
Depreciation9086855Depreciation
Book Value19414400BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1613986OtherCostOrOtherBasis
Depreciation1249108Depreciation
Book Value364878BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis109977OtherCostOrOtherBasis
Depreciation102766Depreciation
Book Value7211BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings19842166TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionASSETS IN SPLIT INTEREST AGREEMENTSDescription
Book Value5091314BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities5091314TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
REFUNDABLE ADVANCE FEES$1,016,255
RELATED PARTY NOTES PAYABLE$4,010,345
DEPOSITS ON UNOCCUPIED UNITS$791,013
RESIDENT TRUST FUNDS$82,240
FieldValueIRS element (for citing)
Total Of Amounts5899853TotalOfAmounts
Total Revenue13007735TotalRevenue
Total Expenses12293094TotalExpenses
Excess Or Deficit For Year714641ExcessOrDeficitForYear
Net Unrealized GL On Investments387757NetUnrealizedGLOnInvestments
Other$351,226OtherAmount
Total Adjustments738983TotalAdjustments
Excess Or Deficit Per FS1453624ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt12558745TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments387757NetUnrealizedGainsInvestments
Other Revenues351226OtherRevenues
Revenue Not Rptd F990738983RevenueNotRptdF990
Revenue Subtotal11819762RevenueSubtotal
Other Revenues Not Included1187973OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1187973RevenueNotRptdOnFinStmt
Total Revenue Per Form99013007735TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11105121TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal11105121ExpensesSubtotal
Other Expenses Not Included1187973OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1187973ExpensesNotRptdOnFinStmt
Total Expenses Per Form99012293094TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
PART XI, LINE 8 - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS MADE TO RESIDENTS
PART XIII, LINE 4B - OTHER ADJUSTMENTS:GRANTS MADE TO RESIDENTS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantWAIVER OF FEES FOR INDIVIDUALS DUE TO HARDSHIPS.TypeOfGrant
Number Of Recipients69NumberOfRecipients
Amount Of Cash Grant1187973AmountOfCashGrant
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceRESIDENTIAL AND HEALTH SERVICES.DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationMARK 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 2010 TAX YEAR, LIFE CARE SERVICES, LLC PAID MARK KOLADA MEDICARE WAGES IN THE AMOUNT OF $124,104.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 3THE 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 7ATHE GRAND MASTER APPOINTS THREE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11THE 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.
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 12C
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 B, LINE 15
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 VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 387,757. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 351,226. TOTAL TO FORM 990, PART XI, LINE 5: 738,983.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionControlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
GRAND LODGE OF THE AF AND AM OF NC
PO BOX 6506RALEIGHNC27628560228750PROVIDE SUPPORT FOR NC MASONSNC501(C)(10)0
GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF NC
PO BOX 5516KINSTONNC28503560239941CHARITABLE, EDUCATIONAL AND FRATERNALNC501(C)(8)0
NC MASONIC FOUNDATION INC
PO BOX 6506RALEIGHNC27628566049500RECEIVE DONATIONS AND DISTRIBUTE ALL INCOME TO CHARITABLE ORGANIZATIONSNC501(C)(3)0LINE 11B, II
NC EASTERN STAR FOUNDATION INC
PO BOX 5516KINSTONNC28503561974972INVEST FUNDS RAISED TO PROVIDE PERPETUAL FUND TO EASTERN STAR HOMENC501(C)(3)0PF
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
NORTH CAROLINA MASONIC FOUNDATION INC
E4010345
NORTH CAROLINA MASONIC FOUNDATION INC
C157346
NORTH CAROLINA EASTERN STAR FOUNDATION INC
C119097
GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF NC
C56691
NC MASONIC FOUNDATION (RUCK FUND)
C51814