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Nonprofiteer
← THE OHIO MASONIC HOME

Form 990 for tax year 2022

Filed by THE OHIO MASONIC HOME.

Totals

Total revenue
$10,189,229
Total expenses
$10,611,933
Contributions and grants received
$3,324,203
Grants paid
$116,271
Program service revenue
$6,068,659
Investment income
$742,619
Other revenue
$53,748
Total assets, end of year
$143,415,171
Total liabilities, end of year
$43,057,061
Net assets or fund balances, end of year
$100,358,110
Program services expenses (Part IX)
$2,522,465
Management and general expenses
$8,089,326
Fundraising expenses
$142
Program service expenses (Part III)
$2,522,465

Program services were 23.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,324,203

  • 2a · Program service revenue: SERVICE TO AFFILIATES

    total $6,068,659 · related or exempt $6,068,659

  • 3 · Investment income

    total $1,216,997 · excluded $1,216,997

  • 6a · Gross rents

    real property $56,350

  • 6b · Less rental expenses

    real property $5,100

  • 6c · Rental income or loss

    real property $51,250

  • 6d · Net rental income or loss

    total $51,250 · excluded $51,250

  • 7b · Less cost or other basis and sales expenses

    securities $406,458 · other assets $67,920

  • 7c · Gain or loss

    securities -$406,458 · other assets -$67,920

  • 7d · Net gain or loss

    total -$474,378 · excluded -$474,378

  • 11a · Other revenue: SETTLEMENTS

    total $2,221 · excluded $2,221

  • 11b · Other revenue: REBATES

    total $211 · excluded $211

  • 11c · Other revenue: SALES TAX REIMBURSEMENT

    total $66 · excluded $66

  • 11e · Other revenue, total

    $2,498

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $44,880 · program services $44,880

  • 2 · Grants to domestic individuals

    total $71,391 · program services $71,391

  • 5 · Compensation of officers, directors and key employees

    total $764,461 · program services $344,007 · management and general $420,454

  • 7 · Other salaries and wages

    total $1,786,865 · program services $275,074 · management and general $1,511,791

  • 8 · Pension plan contributions

    total $63,220 · program services $1,500 · management and general $61,720

  • 9 · Other employee benefits

    total $250,438 · program services $7,200 · management and general $243,238

  • 10 · Payroll taxes

    total $159,067 · program services $33,702 · management and general $125,365

  • 11b · Fees: legal

    total $122,663 · management and general $122,663

  • 11c · Fees: accounting

    total $135,872 · management and general $135,872

  • 11f · Fees: investment management

    total $343,597 · management and general $343,597

  • 11g · Fees: other

    total $2,884,784 · program services $910,927 · management and general $1,973,857

  • 12 · Advertising and promotion

    total $313,460 · program services $262,474 · management and general $50,986

  • 13 · Office expenses

    total $1,413,039 · program services $403,646 · management and general $1,009,393

  • 16 · Occupancy

    total $925,818 · management and general $925,818

  • 17 · Travel

    total $138,895 · program services $81,550 · management and general $57,345

  • 20 · Interest

    total $238,196 · program services $239,300 · management and general -$1,104

  • 22 · Depreciation, depletion and amortization

    total $2,847,009 · program services $2,604,577 · management and general $242,432

  • 23 · Insurance

    total $812,001 · management and general $812,001

  • 24a · Other expenses: RECRUITING EXPENSES

    total $155,399 · management and general $155,399

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $50,843 · program services $9,146 · management and general $41,697

  • 24c · Other expenses: EMPLOYEE RELATIONS

    total $26,053 · program services $1,162 · management and general $24,891

  • 24d · Other expenses: BOARD OF TRUSTEES EXPEN

    total $21,775 · management and general $21,775

  • 24e · All other expenses

    total -$2,957,793 · program services -$2,768,071 · management and general -$189,864 · fundraising $142

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $767,776 · end of year -$222,560

  • 3 · Pledges and grants receivable

    beginning of year $884,255 · end of year $2,277,219

  • 4 · Accounts receivable

    beginning of year $38,105,826 · end of year $50,103,047

  • 9 · Prepaid expenses and deferred charges

    beginning of year $445,463 · end of year $505,825

  • 10a · Land, buildings and equipment: cost or other basis

    $98,145,323

  • 10b · Land, buildings and equipment: accumulated depreciation

    $66,462,227

  • 10c · Land, buildings and equipment, net

    beginning of year $33,510,814 · end of year $31,683,096

  • 11 · Investments: publicly traded securities

    beginning of year $66,895,878 · end of year $51,016,877

  • 15 · Other assets

    beginning of year $11,753,523 · end of year $8,051,617

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,070,400 · end of year $2,708,383

  • 20 · Tax-exempt bond liabilities

    beginning of year $28,936,007 · end of year $40,326,437

  • 25 · Other liabilities

    beginning of year $522,761 · end of year $22,241

  • 27 · Net assets without donor restrictions

    beginning of year $104,350,497 · end of year $85,990,056

  • 28 · Net assets with donor restrictions

    beginning of year $14,483,920 · end of year $14,368,054

Mission and programs · 2022

Mission

AT THE OHIO MASONIC COMMUNITIES, WE LIVE OUR MASONIC VALUES BY SERVING AS THE TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.

  • THE OHIO MASONIC HOME PROVIDED MANAGEMENT SERVICES, STRATEGIC PLANNING, ADMINISTRATIVE SERVICES AND FINANCIAL SUPPORT TO AFFILIATES. THE LONG TERM GOAL IS TO BE A TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.

    Expenses $2,522,465 · Grants $116,271 · Revenue $6,068,659

As filed on the 2022 return.

Listed in Part VII

  • Ronald Connelly

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Terry Posey

    1ST VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Gary Williams MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kevin Todd

    2ND VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Randy Williams

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jessie Leek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steven Duncan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ronald Hart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Justin Hammerling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gary Nicholson MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Schuck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Terry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gerald Pugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dennis Hughes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Br Gregory Clatterbuck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Collins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Keith Green

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott A Buchanan

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $320,744
    From this org
    $286,095
    From related orgs
    $0
    Other
    $34,649
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $286,095
    Bonus
    $0
    Other
    $0
    Deferred
    $9,818
    Nontaxable benefits
    $24,831
    Filer's total
    $320,744

  • Cara L Schuster

    CHIEF CLINICAL OFFICER

    Total calculated
    $246,707
    From this org
    $203,535
    From related orgs
    $0
    Other
    $43,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,535
    Bonus
    $0
    Other
    $0
    Deferred
    $8,141
    Nontaxable benefits
    $35,031
    Filer's total
    $246,707

  • Brooke Herring

    CHIEF FINANCIAL OFFICER

    Total calculated
    $197,010
    From this org
    $172,189
    From related orgs
    $0
    Other
    $24,821
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $172,189
    Bonus
    $0
    Other
    $0
    Deferred
    $3,444
    Nontaxable benefits
    $21,377
    Filer's total
    $197,010

  • Rob Lane

    DIRECTOR OF PROCUREMENT

    Total calculated
    $164,574
    From this org
    $144,733
    From related orgs
    $0
    Other
    $19,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,733
    Bonus
    $0
    Other
    $0
    Deferred
    $5,789
    Nontaxable benefits
    $14,052
    Filer's total
    $164,574

  • Kara Weil

    REGIONAL DIRECTOR OF CLINICAL SERVICES

    Total calculated
    $120,855
    From this org
    $114,177
    From related orgs
    $0
    Other
    $6,678
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MASONIC AGING SERVICES

    C · ADMINISTRATIVE SERVICES · OH · 100% owned · controlled entity

    Directly controlled by MASONIC SENIOR SEVICES OF OHIO CORP

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202323109349300857

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