Totals
- Total revenue
- $33,852,315
- Total expenses
- $36,312,852
- Contributions and grants received
- $6,819,145
- Grants paid
- $0
- Program service revenue
- $25,216,170
- Investment income
- $126,323
- Other revenue
- $1,690,677
- Total assets, end of year
- $56,671,122
- Total liabilities, end of year
- $28,371,285
- Net assets or fund balances, end of year
- $28,299,837
- Program services expenses (Part IX)
- $28,663,627
- Management and general expenses
- $7,649,225
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,663,627
Program services were 78.9% 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.
-
1e · Government grants (contributions)
$127,439
-
1f · All other contributions, gifts and grants
$6,691,706
-
2a · Program service revenue: MEDICAID/MEDICARE REVENUES
total $12,862,936 · related or exempt $12,862,936
-
2b · Program service revenue: RESIDENT SERVICES
total $11,910,273 · related or exempt $11,910,273
-
2c · Program service revenue: RENTAL INCOME
total $395,840 · related or exempt $395,840
-
2d · Program service revenue: CATERING INCOME
total $32,921 · related or exempt $32,921
-
2e · Program service revenue: GIFT SHOP/CAFETERIA SALES
total $14,200 · related or exempt $14,200
-
3 · Investment income
total $126,323 · excluded $126,323
-
11a · Other revenue: CORPORATE MGMT FEE
total $1,690,677 · related or exempt $1,690,677
-
11e · Other revenue, total
$1,690,677
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $420,197 · management and general $420,197
-
7 · Other salaries and wages
total $13,743,176 · program services $12,012,830 · management and general $1,730,346
-
8 · Pension plan contributions
total $236,366 · program services $236,366
-
9 · Other employee benefits
total $2,102,970 · program services $1,801,796 · management and general $301,174
-
10 · Payroll taxes
total $1,079,534 · program services $895,625 · management and general $183,909
-
11b · Fees: legal
total $85,411 · management and general $85,411
-
11c · Fees: accounting
total $1,588 · management and general $1,588
-
11g · Fees: other
total $5,384,285 · program services $4,869,885 · management and general $514,400
-
12 · Advertising and promotion
total $78,707 · program services $40,141 · management and general $38,566
-
13 · Office expenses
total $2,105,314 · program services $1,894,968 · management and general $210,346
-
14 · Information technology
total $423,314 · program services $215,890 · management and general $207,424
-
16 · Occupancy
total $1,316,503 · program services $1,109,307 · management and general $207,196
-
17 · Travel
total $36,707 · program services $18,721 · management and general $17,986
-
20 · Interest
total $796,032 · program services $657,490 · management and general $138,542
-
22 · Depreciation, depletion and amortization
total $3,460,626 · program services $2,911,212 · management and general $549,414
-
23 · Insurance
total $353,802 · program services $180,439 · management and general $173,363
-
24a · Other expenses: BAD DEBT EXPENSE
total $2,432,505 · management and general $2,432,505
-
24b · Other expenses: QAS/QMI EXPENSE
total $1,354,814 · program services $1,354,814
-
24c · Other expenses: REPAIRS & MAINTENANCE
total $503,658 · program services $256,866 · management and general $246,792
-
24d · Other expenses: MISCELLANEOUS
total $272,077 · program services $139,558 · management and general $132,519
-
24e · All other expenses
total $125,266 · program services $67,719 · management and general $57,547
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,688,616 · end of year $1,006,178
-
4 · Accounts receivable
beginning of year $7,737,030 · end of year $6,267,867
-
8 · Inventories for sale or use
beginning of year $83,880 · end of year $71,642
-
9 · Prepaid expenses and deferred charges
beginning of year $545,420 · end of year $398,125
-
10a · Land, buildings and equipment: cost or other basis
$103,990,404
-
10b · Land, buildings and equipment: accumulated depreciation
$64,994,373
-
10c · Land, buildings and equipment, net
beginning of year $41,494,625 · end of year $38,996,031
-
12 · Investments: other securities
end of year $967,227
-
15 · Other assets
beginning of year $8,422,386 · end of year $8,964,052
-
17 · Accounts payable and accrued expenses
beginning of year $2,817,921 · end of year $2,757,190
-
19 · Deferred revenue
beginning of year $476,698 · end of year $423,451
-
20 · Tax-exempt bond liabilities
beginning of year $5,073,334 · end of year $4,881,131
-
23 · Secured mortgages and notes payable
beginning of year $20,178,394 · end of year $19,450,484
-
25 · Other liabilities
beginning of year $969,732 · end of year $859,029
-
27 · Net assets without donor restrictions
beginning of year $22,175,838 · end of year $19,733,657
-
28 · Net assets with donor restrictions
beginning of year $8,280,040 · end of year $8,566,180
Mission and programs · 2023
Mission
MICHIGAN MASONIC HOME AND ITS RELATED SERVICES WILL MAINTAIN A CHARIABLE MISSION WHILE PROVIDING QUALITY RETIREMENT SERVICES TO MASONIC FAMILY MEMBERS AND TO THE COMMUNNITIES IN WHICH THEY LIVE.
-
MICHIGAN MASONIC HOME, D/B/A MASONIC PATHWAYS, OPERATES A CONTINUING CARE RETIREMENT COMMUNITY, THAT INCLUDES 221 LICENSED HOME FOR THE AGED (HFA) BEDS, 204 LICENSED MEDICARE/MEDICAID CERTIFIED NURSING CARE CENTER BEDS, AND 38 INDEPENDENT DUPLEXES. APPROXIMATELY ONE HALF OF THE RESIDENTS RECEIVE CHARITABLE ASSISTANCE EITHER THROUGH OUR MASONIC ASSISTANCE PROGRAM AND/OR MEDICAID.
Expenses $16,382,617 · Revenue $25,216,170
-
MICHIGAN MASONIC HOME RECEIVED THE FOLLOWING GRANTS IN FY 2024: 04.11.2023: AWARDED 64,912.00 INFECTION CONTROL GRANT FROM THE MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES (MDHHS) FOR UV LIGHTS AND INFECTION CONTROL CARTS. 10.01.2023: AWARDED 23,312 MDHHS WORKFORCE STABILIZATION GRANT THROUGH PARTNERING WITH LEADINGAGE OF MICHIGAN WHEREBY EMPLOYEES WERE REIMBURSED A 100 INCENTIVE FOR PARTICIPATING IN WORKFORCE DEVELOPMENT SURVEYS. 01.31.2024: AWARDED 65,000 STAFFING COSTS REIMBURSEMENT GRANT THROUGH MDHHS.
Expenses $615,644
-
MICHIGAN MASONIC HOME, D/B/A MASONIC PATHWAYS PROVIDED AND PAID FOR APPROXIMATELY 50 DIRECT RESIDENT CARE STAFF IN THE HOME FOR THE AGED (HFA) TO BECOME CERTIFIED NURSING ASSISTANTS (CNA'S).
Expenses $133,434
-
OTHER PROGRAM SERVICE EXPENSES NOT DIRECTLY ALLOCATED TO THE THREE MAIN ACCOMPLISHMENTS.
Expenses $11,531,932
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Donald B FergusonDONALD B FERGUSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bruce CaswellBRUCE CASWELL
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Tamela J Rusch-D'AguannoTAMELA J RUSCH-D'AGUANNO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David G BoringDAVID G BORING
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Larry L JudsonLARRY L JUDSON
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Leonard K DavisLEONARD K DAVIS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Eugene AbbaticchioEUGENE ABBATICCHIO
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Omar FloresOMAR FLORES
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jacques D GreenJACQUES D GREEN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Wilson D BrottWILSON D BROTT
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey MoyerJEFFREY MOYER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
John P GrovesJOHN P GROVES
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer SniderJENNIFER SNIDER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Robin A WhitmoreROBIN A WHITMORE
CEO
- Total calculated
- $190,721
- From this org
- $190,721
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $190,721
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $190,721
-
Todd MoeggenborgTODD MOEGGENBORG
CFO
- Total calculated
- $192,968
- From this org
- $192,968
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $191,964
- Bonus
- not reported
- Other
- $1,004
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $192,968
-
Michael LoganMICHAEL LOGAN
FORMER CEO
- Total calculated
- $233,343
- From this org
- $233,343
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,468
- Bonus
- not reported
- Other
- $2,875
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $233,343
-
Kari ConnKARI CONN
EXECUTIVE DI
- Total calculated
- $134,005
- From this org
- $134,005
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Monica GoodrichMONICA GOODRICH
DIRECTOR OF
- Total calculated
- $124,410
- From this org
- $124,410
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Caroline HallockCAROLINE HALLOCK
LP NURSE
- Total calculated
- $103,896
- From this org
- $103,896
- 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
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
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.
-
MI MASONIC CHARITABLE FOUNDATION
501C3 · FUNDRAISE · MI
-
F & A MASONS OF MI GRAND LODGE
501C10 · FRATERNITY · MI
-
501C3 · HOUSING · MI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520229349301122
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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