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Nonprofiteer
← MASONIC HOME INDEPENDENT LIVING II INC

Form 990 for tax year 2022

Filed by MASONIC HOME INDEPENDENT LIVING II INC.

Totals

Total revenue
$16,854,362
Total expenses
$19,373,386
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,633,691
Investment income
$1,270,064
Other revenue
-$49,393
Total assets, end of year
$136,278,897
Total liabilities, end of year
$180,694,315
Net assets or fund balances, end of year
-$44,415,418
Program services expenses (Part IX)
$16,192,819
Management and general expenses
$3,180,567
Fundraising expenses
$0
Program service expenses (Part III)
$16,192,819

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICHARD SHORT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • E DARREN WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • TIMOTHY SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8

  • HAROLD ARMSTRONG

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • TERRY BOWMAN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8 + 32 related

  • MARK GALLOWAY

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • RONALD S CAUGHRON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8

  • TODD LACY

    PRESIDENT

    Total calculated
    $470,881
    From this org
    $0
    From related orgs
    $440,666
    Other
    $30,215
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,466 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $12,141 related
    Nontaxable benefits
    $0 + $18,074 related
    Filer's total
    $0 + $470,881 related

  • J SCOTT JUDY

    CEO

    Total calculated
    $452,429
    From this org
    $0
    From related orgs
    $440,666
    Other
    $11,763
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,466 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $5,651 related
    Nontaxable benefits
    $0 + $6,112 related
    Filer's total
    $0 + $452,429 related

  • CASEY ADAMS

    VICE PRESIDENT

    Total calculated
    $174,058
    From this org
    $0
    From related orgs
    $164,842
    Other
    $9,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,042 related
    Bonus
    $0
    Other
    $0 + $4,800 related
    Deferred
    $0 + $3,323 related
    Nontaxable benefits
    $0 + $5,893 related
    Filer's total
    $0 + $174,058 related

  • ANN RICH

    EXECUTIVE DIRECTOR - MEADO

    Total calculated
    $134,270
    From this org
    $0
    From related orgs
    $118,652
    Other
    $15,618
    Hours/week
    40

  • MIKE TRUAX

    EXECUTIVE DIRECTOR - MIRAL

    Total calculated
    $146,776
    From this org
    $0
    From related orgs
    $126,442
    Other
    $20,334
    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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE RELATED ORGANIZATION, MASONIC HOMES OF KENTUCKY, USES ALL OF THE ITEMS LISTED TO ESTABLISH COMPENSATION OF THE CEO.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
27 October 2023
IRS schema version
2022v5.0
Source object
202313129349302946

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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