Totals
- Total revenue
- $14,415,364
- Total expenses
- $10,708,732
- Contributions and grants received
- $4,391,733
- Grants paid
- $0
- Program service revenue
- $8,592,105
- Investment income
- $478,797
- Other revenue
- $952,729
- Total assets, end of year
- $101,048,272
- Total liabilities, end of year
- $37,960,120
- Net assets or fund balances, end of year
- $63,088,152
- Program services expenses (Part IX)
- $6,990,785
- Management and general expenses
- $3,717,947
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,990,785
Program services were 65.3% 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.
-
1b · Membership dues
$457,227
-
1c · Fundraising events
$28,975
-
1d · Related organizations
$3,596,176
-
1f · All other contributions, gifts and grants
$309,355
-
2a · Program service revenue: RESIDENCE SERVICES
total $4,580,974 · related or exempt $4,580,974
-
2b · Program service revenue: HEALTH CARE FACILITY
total $1,669,500 · related or exempt $1,669,500
-
2c · Program service revenue: MANAGEMENT FEES
total $1,213,794 · related or exempt $1,213,794
-
2d · Program service revenue: HOME HEALTH CARE
total $1,127,837 · related or exempt $1,127,837
-
3 · Investment income
total $215,725 · excluded $215,725
-
7a · Gross sales of assets other than inventory
securities $2,926,195
-
7b · Less cost or other basis and sales expenses
securities $2,663,123
-
7c · Gain or loss
securities $263,072
-
7d · Net gain or loss
total $263,072 · excluded $263,072
-
8a · Fundraising events: gross income
$12,165
-
8a · Fundraising events: contributions included on line 1c
$28,975
-
8b · Fundraising events: direct expenses
$18,501
-
8c · Net income from fundraising events
total -$6,336 · excluded -$6,336
-
11a · Other revenue: DAYCARE INCOME
total $495,325 · unrelated business $495,325
-
11b · Other revenue: OTHER INCOME
total $463,740 · unrelated business $19,277 · excluded $444,463
-
11e · Other revenue, total
$959,065
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $242,439 · management and general $242,439
-
7 · Other salaries and wages
total $2,894,158 · program services $1,706,152 · management and general $1,188,006
-
8 · Pension plan contributions
total $76,297 · program services $8,017 · management and general $68,280
-
9 · Other employee benefits
total $1,533,168 · program services $1,384,147 · management and general $149,021
-
10 · Payroll taxes
total $792,825 · program services $720,636 · management and general $72,189
-
11a · Fees: management
total $39,232 · management and general $39,232
-
11b · Fees: legal
total $72,640 · management and general $72,640
-
11f · Fees: investment management
total $49,955 · management and general $49,955
-
11g · Fees: other
total $90,361 · program services $19,166 · management and general $71,195
-
12 · Advertising and promotion
total $121,630 · program services $121,630
-
13 · Office expenses
total $317,562 · program services $163,938 · management and general $153,624
-
14 · Information technology
total $119,348 · program services $50,423 · management and general $68,925
-
16 · Occupancy
total $766,892 · program services $242,985 · management and general $523,907
-
17 · Travel
total $73,284 · program services $73,284
-
20 · Interest
total $1,017,712 · program services $555,158 · management and general $462,554
-
22 · Depreciation, depletion and amortization
total $94,406 · program services $51,498 · management and general $42,908
-
23 · Insurance
total $298,352 · management and general $298,352
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $752,847 · program services $606,941 · management and general $145,906
-
24b · Other expenses: FOOD SERVICES
total $414,895 · program services $414,895
-
24c · Other expenses: MEDICAL FEES, DRUGS, &
total $361,814 · program services $361,814
-
24d · Other expenses: NON OPERATING EXPENSES
total $155,263 · program services $87,669 · management and general $67,594
-
24e · All other expenses
total $423,652 · program services $422,432 · management and general $1,220
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,543,761 · end of year $3,893,752
-
4 · Accounts receivable
beginning of year $314,422 · end of year $686,803
-
8 · Inventories for sale or use
beginning of year $59,044 · end of year $70,386
-
9 · Prepaid expenses and deferred charges
beginning of year $121,713 · end of year $119,798
-
10a · Land, buildings and equipment: cost or other basis
$6,334,699
-
10b · Land, buildings and equipment: accumulated depreciation
$5,882,813
-
10c · Land, buildings and equipment, net
beginning of year $471,380 · end of year $451,886
-
11 · Investments: publicly traded securities
beginning of year $10,159,727 · end of year $8,808,811
-
14 · Intangible assets
beginning of year $240,001 · end of year $240,001
-
15 · Other assets
beginning of year $103,683,913 · end of year $86,776,835
-
17 · Accounts payable and accrued expenses
beginning of year $637,665 · end of year $778,923
-
19 · Deferred revenue
beginning of year $6,297,492 · end of year $8,479,877
-
23 · Secured mortgages and notes payable
beginning of year $31,938,744 · end of year $28,562,833
-
25 · Other liabilities
beginning of year $189,169 · end of year $138,487
-
27 · Net assets without donor restrictions
beginning of year -$22,476,060 · end of year -$20,252,517
-
28 · Net assets with donor restrictions
beginning of year $102,006,951 · end of year $83,340,669
Mission and programs · 2022
Mission
TO SERVE THE CHARITABLE PURPOSE OF OPERATING THE CONTINUING CARE RETIREMENT COMMUNITY KNOWN AS THE INDIANA MASONIC HOME IN FRANKLIN, INDIANA.
-
PROVIDE CARE FOR THE AGED. THE HOME PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY CONTAINING INDEPENDENT LIVING HOMES AND APARTMENTS, ASSISTED LIVING APARTMENTS, AND A HEALTH CARE FACILITY LOCATED IN FRANKLIN, INDIANA.
Expenses $6,990,785 · Revenue $8,592,105
As filed on the 2022 return.
Listed in Part VII
-
Richard J ElmanRICHARD J ELMAN
GRAND SECRETARY
- Total calculated
- $108,771
- From this org
- $0
- From related orgs
- $108,771
- Other
- $0
- Hours/week
- 1 + 42 related
-
Eric J VermeulenERIC J VERMEULEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Gary W BrinleyGARY W BRINLEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
Constance BraniganCONSTANCE BRANIGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ronald L BuskirkRONALD L BUSKIRK
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Richard L LentzRICHARD L LENTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5.3 related
-
Andy HughesANDY HUGHES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian BatesBRIAN BATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carl E CulmannCARL E CULMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Michael H DavisMICHAEL H DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Don R Reynolds IIDON R REYNOLDS II
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jerry B MapleJERRY B MAPLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven A BatesSTEVEN A BATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zachary R EhlarsZACHARY R EHLARS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven DouglasSTEVEN DOUGLAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric TraceyERIC TRACEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James MurphyJAMES MURPHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David MorganDAVID MORGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Mike SpencerMIKE SPENCER
CEO
- Total calculated
- $242,439
- From this org
- $233,548
- From related orgs
- $0
- Other
- $8,891
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,548
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,891
- Filer's total
- $242,439
-
William PierceWILLIAM PIERCE
ADMINISTRATOR
- Total calculated
- $185,800
- From this org
- $168,486
- From related orgs
- $0
- Other
- $17,314
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,486
- Bonus
- $0
- Other
- $0
- Deferred
- $2,976
- Nontaxable benefits
- $14,338
- Filer's total
- $185,800
-
Sarah BrockSARAH BROCK
REGISTERED NURSE
- Total calculated
- $171,231
- From this org
- $164,212
- From related orgs
- $0
- Other
- $7,019
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,212
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $7,019
- Filer's total
- $171,231
-
Bethany GallionBETHANY GALLION
HUMAN RESOURCE DIRECTOR
- Total calculated
- $121,762
- From this org
- $119,717
- From related orgs
- $0
- Other
- $2,045
- Hours/week
- 40
-
Steve TreadwaySTEVE TREADWAY
FOOD SERVICE DIRECTOR
- Total calculated
- $120,500
- From this org
- $118,455
- From related orgs
- $0
- Other
- $2,045
- Hours/week
- 40
-
Mardena McGlackenMARDENA MCGLACKEN
CONTROLLER
- Total calculated
- $124,724
- From this org
- $115,738
- From related orgs
- $0
- Other
- $8,986
- Hours/week
- 40
-
Jennifer StephensJENNIFER STEPHENS
REGISTERED NURSE
- Total calculated
- $116,693
- From this org
- $109,674
- From related orgs
- $0
- Other
- $7,019
- Hours/week
- 40
-
Marissa MeahlMARISSA MEAHL
DIRECTOR OF NURSHING
- Total calculated
- $121,945
- From this org
- $121,945
- From related orgs
- $0
- Other
- $0
- 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 · 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.
-
INDIANA MASONIC HOME FOUNDATION INC
501(C)(3) · PROVIDE SUPPORT TO THE INDIANA MASONIC HOME · IN
-
501(C)(2) · PROVIDE PROPERTY TO ENSURE THE RESIDENTIAL AND MEDICAL CARE FOR THE ELDERLY · IN
-
GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA
501(C)(8) & (C)(10) · FRATERNAL ORGANIZATION · IN
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.
-
ALPHA STAFFING GROUP INC
C · STAFFING AGENCY · IN · 100% owned · share of income -$87 · share of assets $23,966 · controlled entity
Directly controlled by INDIANA MASONIC HOME INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342929349301264
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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