Totals
- Total revenue
- $42,366,149
- Total expenses
- $60,689,894
- Contributions and grants received
- $296,650
- Grants paid
- $0
- Program service revenue
- $40,019,175
- Investment income
- $1,708,229
- Other revenue
- $342,095
- Total assets, end of year
- $112,955,599
- Total liabilities, end of year
- $127,145,927
- Net assets or fund balances, end of year
- -$14,190,328
- Program services expenses (Part IX)
- $51,556,935
- Management and general expenses
- $9,132,959
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $51,556,935
Program services were 85.0% 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.
-
1f · All other contributions, gifts and grants
$296,650
-
2a · Program service revenue: RESIDENT SERVICES
total $40,007,718 · related or exempt $40,007,718
-
2b · Program service revenue: SERVICES TO AFFILIATES
total $11,457 · related or exempt $11,457
-
3 · Investment income
total $325,146 · excluded $325,146
-
6a · Gross rents
real property $61,560
-
6b · Less rental expenses
real property $97,380
-
6c · Rental income or loss
real property -$35,820
-
6d · Net rental income or loss
total -$35,820 · excluded -$35,820
-
7a · Gross sales of assets other than inventory
securities $1,388,422 · other assets $46,795
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $52,134
-
7c · Gain or loss
securities $1,388,422 · other assets -$5,339
-
7d · Net gain or loss
total $1,383,083 · excluded $1,383,083
-
11a · Other revenue: DIETARY SERVICES
total $248,106 · excluded $248,106
-
11b · Other revenue: BEAUTY AND BARBER
total $83,588 · excluded $83,588
-
11c · Other revenue: HEALTH CARE INCENTIVES
total $18,180 · excluded $18,180
-
11d · All other revenue
total $28,041 · excluded $28,041
-
11e · Other revenue, total
$377,915
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $419,709 · program services $188,869 · management and general $230,840
-
7 · Other salaries and wages
total $22,438,695 · program services $21,751,307 · management and general $687,388
-
8 · Pension plan contributions
total $423,614 · program services $420,890 · management and general $2,724
-
9 · Other employee benefits
total $3,203,110 · program services $3,175,563 · management and general $27,547
-
10 · Payroll taxes
total $1,575,097 · program services $1,506,658 · management and general $68,439
-
11b · Fees: legal
total $8,542 · management and general $8,542
-
11f · Fees: investment management
total $75,266 · management and general $75,266
-
11g · Fees: other
total $2,551,361 · program services $2,520,694 · management and general $30,667
-
12 · Advertising and promotion
total $311,066 · program services $223,696 · management and general $87,370
-
13 · Office expenses
total $2,657,711 · program services $2,336,115 · management and general $321,596
-
16 · Occupancy
total $6,718,110 · program services $6,593,616 · management and general $124,494
-
17 · Travel
total $97,544 · program services $96,007 · management and general $1,537
-
20 · Interest
total $3,499,237 · program services $3,499,237
-
22 · Depreciation, depletion and amortization
total $4,065,804 · program services $4,065,804
-
23 · Insurance
total $538,734 · program services $2,927 · management and general $535,807
-
24a · Other expenses: CORPORATE ALLOCATIONS
total $6,526,768 · management and general $6,526,768
-
24b · Other expenses: RAW FOOD
total $1,930,548 · program services $1,873,363 · management and general $57,185
-
24c · Other expenses: FRANCHISE TAX
total $762,149 · program services $762,149
-
24d · Other expenses: BAD DEBT EXPENSE
total $645,814 · program services $645,814
-
24e · All other expenses
total $2,241,015 · program services $1,894,226 · management and general $346,789
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $142,336 · end of year $123,684
-
3 · Pledges and grants receivable
beginning of year $5,483,174 · end of year $5,483,174
-
4 · Accounts receivable
beginning of year $1,774,514 · end of year $2,378,900
-
9 · Prepaid expenses and deferred charges
beginning of year $560,283 · end of year $308,996
-
10a · Land, buildings and equipment: cost or other basis
$119,453,478
-
10b · Land, buildings and equipment: accumulated depreciation
$42,508,290
-
10c · Land, buildings and equipment, net
beginning of year $79,028,837 · end of year $76,945,188
-
11 · Investments: publicly traded securities
beginning of year $14,128,852 · end of year $15,911,160
-
15 · Other assets
beginning of year $7,301,078 · end of year $11,804,497
-
17 · Accounts payable and accrued expenses
beginning of year $47,945,777 · end of year $48,696,259
-
20 · Tax-exempt bond liabilities
beginning of year $56,684,964 · end of year $64,791,971
-
25 · Other liabilities
beginning of year $13,747,726 · end of year $13,657,697
-
27 · Net assets without donor restrictions
beginning of year -$10,098,216 · end of year -$14,498,591
-
28 · Net assets with donor restrictions
beginning of year $138,823 · end of year $308,263
Mission and programs · 2024
Mission
AT THE OHIO MASONIC COMMUNITIES, WE LIVE OUR MASONIC VALUES BY SERVING AS THE TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.
-
CAMPUS BASED SERVICES- PROVIDED OVER 41,596 DAYS OF SKILLED NURSING AND LONG TERM CARE AND PROVIDED 65,828 DAYS OF CARE IN ASSISTED LIVING. SMC: CAMPUS BASED SERVICES INCLUDING 28,413 DAYS OF SERVICE IN SKILLED NURSING AND LONG TERM CARE, 33,811 ASSISTED LIVING DAYS. WRMC: 13,184 DAYS OF SERVICE IN SKILLED NURSING. 32,017 ASSISTED LIVING DAYS. CHARITY CARE PROVIDED $3,490,154 OF CHARITY CARE TO OVER 105 INDIVIDUALS WHO WERE EITHER UNABLE TO PAY THE FULL COSTS OF THEIR CARE AND ACCOMMODATIONS OR REQUIRED ASSISTANCE ELSEWHERE. THE OHIO MASONIC HOME RESOURCE CENTER HAS OPERATED SINCE 2014 AS THE MEANS THROUGH WHICH OMH ASSISTS INDIVIDUALS ACROSS THE STATE OF OHIO WITH DIRECT ASSISTANCE, CONNECTIVITY TO RESOURCES, AND COORDINATION OF BENEFITS AND SERVICES TO MEET THEIR NEEDS. DURING 2024, THE RESOURCE CENTER BROUGHT ON 1,319 NEW CASES AND HELPED OVER 2,013 PEOPLE. ASSISTANCE PROVIDED INCLUDED HOME RENOVATION, CAMPUS PLACEMENT, HOME CARE REFERRALS, DIRECT FINANCIAL ASSISTANCE, ASSISTANCE WITH CLINICAL, SOCIAL AND FINANCIAL ISSUES AND COORDINATION OF BENEFITS ENROLLMENT. THE RESOURCE CENTER CONTINUES TO BE SUCCESSFUL IN GROWTH OF PROGRAMS AND COLLABORATION WITH RESOURCES ACROSS THE STATE. IN ADDITION TO HEALTH CARE SERVICES IN ASSISTED LIVING AND SKILLED NURSING, THE OHIO MASONIC HOME AFFILIATES PROVIDED INDEPENDENT LIVING HOUSING TO RESIDENTS OF 3 FACILITIES.
Expenses $51,556,935 · Revenue $40,019,175
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jason FrenchJASON FRENCH
PRESIDENT, WRMC
- Total calculated
- $213,601
- From this org
- $164,909
- From related orgs
- $0
- Other
- $48,692
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,909
- Bonus
- $0
- Other
- $0
- Deferred
- $4,947
- Nontaxable benefits
- $43,745
- Filer's total
- $213,601
-
Anthony BerardiANTHONY BERARDI
PRESIDENT, SMC
- Total calculated
- $206,108
- From this org
- $167,001
- From related orgs
- $0
- Other
- $39,107
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,001
- Bonus
- $0
- Other
- $0
- Deferred
- $6,680
- Nontaxable benefits
- $32,427
- Filer's total
- $206,108
-
Elizabeth RettigELIZABETH RETTIG
CHAIRWOMAN
- Total calculated
- $0
- Hours/week
- 1
-
Keith TuttleKEITH TUTTLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Steven DuncanSTEVEN DUNCAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stanley EvansSTANLEY EVANS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Robert HagerROBERT HAGER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Terry PoseyTERRY POSEY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Richard DickerscheidRICHARD DICKERSCHEID
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Hall MDBRUCE HALL MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael McDormanMICHAEL MCDORMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Maureen FagansMAUREEN FAGANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gerald RichardsonGERALD RICHARDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan AdamsRYAN ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David HawkeDAVID HAWKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Justin HammerlingJUSTIN HAMMERLING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
J Keith GreenJ KEITH GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert BeckerROBERT BECKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin ToddKEVIN TODD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Steven GrindleSTEVEN GRINDLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Colleen RiceCOLLEEN RICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
William BurnsWILLIAM BURNS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike TerryMIKE TERRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Thomas SchuckTHOMAS SCHUCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Randy WilliamsRANDY WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg ClatterbuckGREG CLATTERBUCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerry PughJERRY PUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Heather DemarestHEATHER DEMAREST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary Nicholson MDGARY NICHOLSON MD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Gary Williams MDGARY WILLIAMS MD
TRUSTEE - PART YEAR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Robert NilsenROBERT NILSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
F Mark JacksonF MARK JACKSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Adam MeyersonADAM MEYERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy WheelandTIMOTHY WHEELAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott A BuchananSCOTT A BUCHANAN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $358,401
- From this org
- $0
- From related orgs
- $313,500
- Other
- $44,901
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $313,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,093 related
- Nontaxable benefits
- $0 + $33,808 related
- Filer's total
- $0 + $358,401 related
-
Cara L SchusterCARA L SCHUSTER
CHIEF CLINICAL OFFICER
- Total calculated
- $246,568
- From this org
- $0
- From related orgs
- $199,553
- Other
- $47,015
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $199,553 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,982 related
- Nontaxable benefits
- $0 + $39,033 related
- Filer's total
- $0 + $246,568 related
-
Steven PetitjeanSTEVEN PETITJEAN
CHIEF OPERATIONS OFFICER
- Total calculated
- $227,311
- From this org
- $0
- From related orgs
- $219,999
- Other
- $7,312
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $219,999 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,600 related
- Nontaxable benefits
- $0 + $712 related
- Filer's total
- $0 + $227,311 related
-
Brooke HerringBROOKE HERRING
CHIEF FINANCIAL OFFICER
- Total calculated
- $189,992
- From this org
- $0
- From related orgs
- $183,462
- Other
- $6,530
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $183,462 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,669 related
- Nontaxable benefits
- $0 + $2,861 related
- Filer's total
- $0 + $189,992 related
-
Heather BowmanHEATHER BOWMAN
MANAGER RESIDENT CARE COORDINATOR
- Total calculated
- $187,659
- From this org
- $152,855
- From related orgs
- $0
- Other
- $34,804
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,855
- Bonus
- $0
- Other
- $0
- Deferred
- $3,057
- Nontaxable benefits
- $31,747
- Filer's total
- $187,659
-
Emily RaderEMILY RADER
RN NURSING SUPERVISOR, SMC
- Total calculated
- $166,538
- From this org
- $131,791
- From related orgs
- $0
- Other
- $34,747
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,791
- Bonus
- $0
- Other
- $0
- Deferred
- $5,272
- Nontaxable benefits
- $29,475
- Filer's total
- $166,538
-
Jill FoglianiJILL FOGLIANI
RN NURSING SUPERVISOR, SMC
- Total calculated
- $156,020
- From this org
- $125,157
- From related orgs
- $0
- Other
- $30,863
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,157
- Bonus
- $0
- Other
- $0
- Deferred
- $5,006
- Nontaxable benefits
- $25,857
- Filer's total
- $156,020
-
Gretel HollandGRETEL HOLLAND
RN, SMC
- Total calculated
- $126,862
- From this org
- $111,985
- From related orgs
- $0
- Other
- $14,877
- Hours/week
- 40
-
Dallas TaylorDALLAS TAYLOR
DIRECTOR OF NURSING, WRMC
- Total calculated
- $131,545
- From this org
- $105,559
- From related orgs
- $0
- Other
- $25,986
- 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 OHIO MASONIC HOME, A RELATED ORGANIZATION, ESTABLISHES COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR THROUGH THE BOARD OF TRUSTEES, FORM 990 OF OTHER ORGANIZATIONS, AND A COMPENSATION SURVEY OR STUDY.
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.
-
OHIO MASONIC HOME
501(C)(3) · ADMINISTRATIVE SERVICES · OH
-
OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION
501(C)(3) · ENDOWMENT FUND · OH
Directly controlled by THE OHIO MASONIC HOME
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 · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543039349302029
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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