Totals
- Total revenue
- $41,623,708
- Total expenses
- $47,361,653
- Contributions and grants received
- $1,563,540
- Grants paid
- $0
- Program service revenue
- $38,435,332
- Investment income
- $1,385,162
- Other revenue
- $239,674
- Total assets, end of year
- $83,294,936
- Total liabilities, end of year
- $73,932,200
- Net assets or fund balances, end of year
- $9,362,736
- Program services expenses (Part IX)
- $37,829,390
- Management and general expenses
- $8,910,277
- Fundraising expenses
- $621,986
- Program service expenses (Part III)
- $37,829,390
Program services were 79.9% 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.
-
1c · Fundraising events
$280,575
-
1f · All other contributions, gifts and grants
$1,282,965
-
2a · Program service revenue: OTHER ROOM & BOARD INCOME
total $21,986,828 · related or exempt $21,986,828
-
2b · Program service revenue: MEDICARE AND MEDICAID PAYMENTS
total $14,504,486 · related or exempt $14,504,486
-
2c · Program service revenue: TENANT SERVICES
total $1,044,455 · related or exempt $1,044,455
-
2d · Program service revenue: MANAGEMENT FEES
total $791,354 · related or exempt $791,354
-
2e · Program service revenue: DIALYSYS EQUIPEMENT RENTAL
total $108,209 · related or exempt $108,209
-
3 · Investment income
total $592,244 · excluded $592,244
-
5 · Royalties
total $5,842 · excluded $5,842
-
6a · Gross rents
real property $324,786
-
6b · Less rental expenses
real property $6,330
-
6c · Rental income or loss
real property $318,456
-
6d · Net rental income or loss
total $318,456 · excluded $318,456
-
7a · Gross sales of assets other than inventory
securities $1,473,176
-
7b · Less cost or other basis and sales expenses
securities $680,258
-
7c · Gain or loss
securities $792,918
-
7d · Net gain or loss
total $792,918 · excluded $792,918
-
8a · Fundraising events: gross income
$125,374
-
8a · Fundraising events: contributions included on line 1c
$280,575
-
8b · Fundraising events: direct expenses
$172,399
-
8c · Net income from fundraising events
total -$47,025 · excluded -$47,025
-
11a · Other revenue: OTHER REVENUE
total $120 · excluded $120
-
11b · Other revenue: FRESENIUS INVESTMENT
total -$37,719 · excluded -$37,719
-
11e · Other revenue, total
-$37,599
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $929,999 · management and general $929,999
-
7 · Other salaries and wages
total $22,146,163 · program services $15,959,244 · management and general $5,891,588 · fundraising $295,331
-
8 · Pension plan contributions
total $321,055 · program services $152,749 · management and general $160,587 · fundraising $7,719
-
9 · Other employee benefits
total $2,787,028 · program services $1,852,008 · management and general $898,208 · fundraising $36,812
-
10 · Payroll taxes
total $1,758,715 · program services $1,236,734 · management and general $499,531 · fundraising $22,450
-
11b · Fees: legal
total $843,282 · management and general $836,416 · fundraising $6,866
-
11c · Fees: accounting
total $108,517 · management and general $108,517
-
11f · Fees: investment management
total $128,583 · management and general $128,583
-
11g · Fees: other
total $4,687,227 · program services $4,057,021 · management and general $630,206
-
12 · Advertising and promotion
total $475,910 · program services $7,420 · management and general $455,916 · fundraising $12,574
-
13 · Office expenses
total $1,318,003 · program services $972,951 · management and general $324,783 · fundraising $20,269
-
14 · Information technology
total $345,947 · program services $1,174 · management and general $343,911 · fundraising $862
-
16 · Occupancy
total $2,127,898 · program services $1,762,324 · management and general $377,158 · fundraising -$11,584
-
17 · Travel
total $159,527 · program services $6,992 · management and general $138,028 · fundraising $14,507
-
19 · Conferences, conventions and meetings
total $26,413 · management and general $25,492 · fundraising $921
-
20 · Interest
total $2,948,586 · program services $2,791,224 · management and general $157,362
-
22 · Depreciation, depletion and amortization
total $4,386,727 · program services $4,071,405 · management and general $315,322
-
23 · Insurance
total $1,443,812 · management and general $1,443,812
-
24a · Other expenses: FOOD
total $1,432,406 · program services $1,432,377 · management and general $29
-
24b · Other expenses: BAD DEBT EXPENSE
total $1,404,267 · program services $1,404,267
-
24c · Other expenses: PERSONAL SERVICE FOR RE
total $496,411 · program services $485,215 · management and general $11,196
-
24d · Other expenses: PROVIDER TAX
total $452,954 · program services $3,786 · management and general $425,768 · fundraising $23,400
-
24e · All other expenses
total -$3,367,777 · program services $1,632,499 · management and general -$5,192,135 · fundraising $191,859
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $940,533 · end of year $1,184,200
-
3 · Pledges and grants receivable
beginning of year $132,352 · end of year $212,263
-
4 · Accounts receivable
beginning of year $6,546,507 · end of year $7,534,270
-
8 · Inventories for sale or use
beginning of year $316,588 · end of year $313,928
-
9 · Prepaid expenses and deferred charges
beginning of year $853,251 · end of year $626,510
-
10a · Land, buildings and equipment: cost or other basis
$111,989,675
-
10b · Land, buildings and equipment: accumulated depreciation
$58,928,879
-
10c · Land, buildings and equipment, net
beginning of year $53,945,497 · end of year $53,060,796
-
11 · Investments: publicly traded securities
beginning of year $15,630,636 · end of year $14,379,532
-
12 · Investments: other securities
beginning of year $675,185 · end of year $214,615
-
13 · Investments: program-related
beginning of year $221,607 · end of year $183,888
-
14 · Intangible assets
beginning of year $1,085,212 · end of year $1,004,192
-
15 · Other assets
beginning of year $3,690,367 · end of year $4,580,742
-
17 · Accounts payable and accrued expenses
beginning of year $5,322,366 · end of year $6,243,263
-
19 · Deferred revenue
beginning of year $574,839 · end of year $2,612,304
-
20 · Tax-exempt bond liabilities
beginning of year $50,278,630 · end of year $50,339,549
-
23 · Secured mortgages and notes payable
beginning of year $1,193,008 · end of year $1,970,390
-
25 · Other liabilities
beginning of year $12,106,821 · end of year $12,766,694
-
27 · Net assets without donor restrictions
beginning of year $12,934,302 · end of year $8,623,490
-
28 · Net assets with donor restrictions
beginning of year $1,627,769 · end of year $739,246
Mission and programs · 2023
Mission
PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS.
-
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.
Expenses $22,443,984 · Revenue $15,404,049
-
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.
Expenses $11,198,003 · Revenue $21,986,828
-
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.
Expenses $3,103,662
-
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.
Expenses $1,083,741 · Revenue $1,044,455
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Cameron PoeCAMERON POE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Chris StoutCHRIS STOUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Dan LynnDAN LYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Donald YankeeDONALD YANKEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
E Darron WilsonE DARRON WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
F Keith DreierF KEITH DREIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Geary LairdGEARY LAIRD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Harold E ArmstrongHAROLD E ARMSTRONG
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
Luke MartinLUKE MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Mark H GallowayMARK H GALLOWAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
Mitchell MayMITCHELL MAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Richard ShortRICHARD SHORT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
Robert GriggsROBERT GRIGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Ronald S CaughronRONALD S CAUGHRON
TREASURER
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
Terry L BowmanTERRY L BOWMAN
VICE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
Timothy SandersTIMOTHY SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8 + 3.2 related
-
W Michael YountW MICHAEL YOUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
Wendell LittlefieldWENDELL LITTLEFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
William C PerryWILLIAM C PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
William CannonWILLIAM CANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
William D VinsonWILLIAM D VINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.8
-
J Scott JudyJ SCOTT JUDY
CEO
- Total calculated
- $455,407
- From this org
- $444,310
- From related orgs
- $0
- Other
- $11,097
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $437,110
- Bonus
- $0
- Other
- $7,200
- Deferred
- $4,979
- Nontaxable benefits
- $6,118
- Filer's total
- $455,407
-
Todd LacyTODD LACY
PRESIDENT
- Total calculated
- $474,592
- From this org
- $444,310
- From related orgs
- $0
- Other
- $30,282
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $437,110
- Bonus
- $0
- Other
- $7,200
- Deferred
- $12,201
- Nontaxable benefits
- $18,081
- Filer's total
- $474,592
-
Conjuna CollierCONJUNA COLLIER
VP QUALITY CLINICAL SERVICES
- Total calculated
- $200,154
- From this org
- $199,650
- From related orgs
- $0
- Other
- $504
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,650
- Bonus
- $0
- Other
- $6,000
- Deferred
- $0
- Nontaxable benefits
- $504
- Filer's total
- $200,154
-
David BrownDAVID BROWN
ADMINISTRATOR - LOUISVILLE
- Total calculated
- $186,267
- From this org
- $176,188
- From related orgs
- $0
- Other
- $10,079
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,188
- Bonus
- $0
- Other
- $6,000
- Deferred
- $3,500
- Nontaxable benefits
- $6,579
- Filer's total
- $186,267
-
Kimberly LeisKIMBERLY LEIS
SR VP ACCOUNTING
- Total calculated
- $198,470
- From this org
- $186,347
- From related orgs
- $0
- Other
- $12,123
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,947
- Bonus
- $0
- Other
- $5,400
- Deferred
- $6,190
- Nontaxable benefits
- $5,933
- Filer's total
- $198,470
-
Natalie TinselyNATALIE TINSELY
VP THERAPY SERVICES
- Total calculated
- $207,116
- From this org
- $183,044
- From related orgs
- $0
- Other
- $24,072
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,044
- Bonus
- $0
- Other
- $6,000
- Deferred
- $6,168
- Nontaxable benefits
- $17,904
- Filer's total
- $207,116
-
Trasee WhitakeTRASEE WHITAKE
VP HUMAN RESOURCES
- Total calculated
- $192,751
- From this org
- $175,395
- From related orgs
- $0
- Other
- $17,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,995
- Bonus
- $0
- Other
- $5,400
- Deferred
- $6,000
- Nontaxable benefits
- $11,356
- Filer's total
- $192,751
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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
No itemized grants to organizations 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.
-
MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC
501 (C)(3) · TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY · KY · controlled entity
Directly controlled by MASONIC HOMES OF KENTUCKY INC
-
MASONIC HOMES INDEPENDENT LIVING II INC
501 (C) (3) · PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES · KY · controlled entity
Directly controlled by MASONIC HOMES OF KENTUCKY INC
-
MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC
501 (C) (3) · PROVIDES DAYCARE AND PRESCHOOL SERVICES. · KY · controlled entity
Directly controlled by MASONIC HOMES OF KENTUCKY INC
-
MASONIC HOMES COMMUNITY BASED SERVICES INC
501 (C) (3) · PROVIDES SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. · KY · controlled entity
Directly controlled by MASONIC HOMES OF KENTUCKY INC
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
MASONIC HOMES PROPERTIES LLC
TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY · KY · income $3,486,647 · assets $8,567,749
Directly controlled by MASONIC HOMES OF KENTUCKY INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349301525
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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