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Nonprofiteer
← THE OHIO MASONIC HOME

Form 990 for tax year 2023

Filed by THE OHIO MASONIC HOME.

Totals

Total revenue
$11,786,275
Total expenses
$9,545,111
Contributions and grants received
$1,535,560
Grants paid
$94,842
Program service revenue
$6,477,004
Investment income
$3,336,114
Other revenue
$437,597
Total assets, end of year
$134,064,617
Total liabilities, end of year
$27,884,679
Net assets or fund balances, end of year
$106,179,938
Program services expenses (Part IX)
$2,442,778
Management and general expenses
$7,102,177
Fundraising expenses
$156
Program service expenses (Part III)
$2,442,778

Program services were 25.6% 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.

  • 1e · Government grants (contributions)

    $506,548

  • 1f · All other contributions, gifts and grants

    $1,029,012

  • 2a · Program service revenue: SERVICE TO AFFILIATES

    total $6,477,004 · related or exempt $6,477,004

  • 3 · Investment income

    total $1,840,050 · excluded $1,840,050

  • 6a · Gross rents

    real property $56,200

  • 6b · Less rental expenses

    real property $5,142

  • 6c · Rental income or loss

    real property $51,058

  • 6d · Net rental income or loss

    total $51,058 · excluded $51,058

  • 7a · Gross sales of assets other than inventory

    securities $1,496,064

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

    securities $0

  • 7c · Gain or loss

    securities $1,496,064

  • 7d · Net gain or loss

    total $1,496,064 · excluded $1,496,064

  • 11a · Other revenue: BED SALES

    total $375,000 · excluded $375,000

  • 11b · Other revenue: LITIGATION/CLASS ACTION PROCEEDS

    total $11,539 · excluded $11,539

  • 11e · Other revenue, total

    $386,539

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,750 · program services $38,750

  • 2 · Grants to domestic individuals

    total $56,092 · program services $56,092

  • 5 · Compensation of officers, directors and key employees

    total $1,037,068 · program services $466,681 · management and general $570,387

  • 7 · Other salaries and wages

    total $1,781,769 · program services $185,551 · management and general $1,596,218

  • 8 · Pension plan contributions

    total $76,604 · program services $1,854 · management and general $74,750

  • 9 · Other employee benefits

    total $1,027,765 · program services $7,334 · management and general $1,020,431

  • 10 · Payroll taxes

    total $186,545 · program services $47,633 · management and general $138,912

  • 11b · Fees: legal

    total $145,952 · management and general $145,952

  • 11c · Fees: accounting

    total $127,228 · management and general $127,228

  • 11f · Fees: investment management

    total $349,112 · management and general $349,112

  • 11g · Fees: other

    total $1,558,621 · program services $982,276 · management and general $576,345

  • 12 · Advertising and promotion

    total $117,849 · program services $96,060 · management and general $21,789

  • 13 · Office expenses

    total $570,788 · program services $102,051 · management and general $468,737

  • 16 · Occupancy

    total $872,981 · program services -$630 · management and general $873,611

  • 17 · Travel

    total $181,028 · program services $108,624 · management and general $72,404

  • 20 · Interest

    total $220,321 · program services $221,326 · management and general -$1,005

  • 22 · Depreciation, depletion and amortization

    total $2,606,161 · program services $2,395,576 · management and general $210,585

  • 23 · Insurance

    total $672,069 · management and general $672,069

  • 24a · Other expenses: RECRUITING EXPENSES

    total $126,472 · management and general $126,472

  • 24b · Other expenses: FRANCHISE TAX

    total $113,050 · program services $113,050

  • 24c · Other expenses: EMPLOYEE RELATIONS

    total $84,480 · program services $8,046 · management and general $76,434

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $62,419 · program services $13,326 · management and general $49,093

  • 24e · All other expenses

    total -$2,468,013 · program services -$2,400,822 · management and general -$67,347 · fundraising $156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year -$222,560 · end of year $701,110

  • 3 · Pledges and grants receivable

    beginning of year $2,277,219 · end of year $961,874

  • 4 · Accounts receivable

    beginning of year $50,103,047 · end of year $33,969,656

  • 9 · Prepaid expenses and deferred charges

    beginning of year $505,825 · end of year $787,515

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

    $99,042,159

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

    $68,813,212

  • 10c · Land, buildings and equipment, net

    beginning of year $31,683,096 · end of year $30,228,947

  • 11 · Investments: publicly traded securities

    beginning of year $51,016,877 · end of year $58,844,139

  • 15 · Other assets

    beginning of year $8,051,617 · end of year $8,571,376

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,708,383 · end of year $2,321,226

  • 20 · Tax-exempt bond liabilities

    beginning of year $40,326,437 · end of year $24,291,903

  • 25 · Other liabilities

    beginning of year $22,241 · end of year $1,271,550

  • 27 · Net assets without donor restrictions

    beginning of year $85,990,056 · end of year $90,768,690

  • 28 · Net assets with donor restrictions

    beginning of year $14,368,054 · end of year $15,411,248

Mission and programs · 2023

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 $2,442,778 · Grants $94,842 · Revenue $6,477,004

As filed on the 2023 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

  • Randy Williams

    TREASURER

    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

  • David Collins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • 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

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Schuck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Terry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greg Clatterbuck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gerald Pugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dennis Hughes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jessie Leek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • J Keith Green

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Hager

    TRUSTEE - PARTIAL YEAR

    Total calculated
    $0
    Hours/week
    1

  • Scott A Buchanan

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $351,795
    From this org
    $313,500
    From related orgs
    $0
    Other
    $38,295
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $313,500
    Bonus
    $0
    Other
    $0
    Deferred
    $11,093
    Nontaxable benefits
    $27,202
    Filer's total
    $351,795

  • Cara L Schuster

    CHIEF CLINICAL OFFICER

    Total calculated
    $249,811
    From this org
    $203,268
    From related orgs
    $0
    Other
    $46,543
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $203,268
    Bonus
    $0
    Other
    $0
    Deferred
    $8,131
    Nontaxable benefits
    $38,412
    Filer's total
    $249,811

  • Steven Petitjean

    CHIEF OPERATIONS OFFICER

    Total calculated
    $219,372
    From this org
    $211,538
    From related orgs
    $0
    Other
    $7,834
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $211,538
    Bonus
    $0
    Other
    $0
    Deferred
    $6,346
    Nontaxable benefits
    $1,488
    Filer's total
    $219,372

  • Brooke Herring

    CHIEF FINANCIAL OFFICER

    Total calculated
    $216,090
    From this org
    $183,462
    From related orgs
    $0
    Other
    $32,628
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $183,462
    Bonus
    $0
    Other
    $0
    Deferred
    $3,669
    Nontaxable benefits
    $28,959
    Filer's total
    $216,090

  • Rob Lane

    DIRECTOR OF PROCUREMENT

    Total calculated
    $164,935
    From this org
    $143,226
    From related orgs
    $0
    Other
    $21,709
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $143,226
    Bonus
    $0
    Other
    $0
    Deferred
    $5,729
    Nontaxable benefits
    $15,980
    Filer's total
    $164,935

  • Brian Gibboney

    CORPORATE DIRECTOR OF OPERATIONS

    Total calculated
    $145,434
    From this org
    $128,712
    From related orgs
    $0
    Other
    $16,722
    Hours/week
    40

  • Jason Aberegg

    CORPORATE PHYSICAL PLANT LIFE SAFETY

    Total calculated
    $136,442
    From this org
    $118,275
    From related orgs
    $0
    Other
    $18,167
    Hours/week
    40

  • Myrica Durst

    CORPORATE DIRECTOR HUMAN RESOURCES

    Total calculated
    $131,460
    From this org
    $115,529
    From related orgs
    $0
    Other
    $15,931
    Hours/week
    40

  • Kara Weil

    REGIONAL DIRECTOR OF CLINICAL SERVICES

    Total calculated
    $130,228
    From this org
    $123,197
    From related orgs
    $0
    Other
    $7,031
    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
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202443129349303049

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