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← MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA

Form 990 for tax year 2023

Filed by MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA.

Totals

Total revenue
$232,238,869
Total expenses
$230,206,761
Contributions and grants received
$9,397,810
Grants paid
$393,285
Program service revenue
$177,935,317
Investment income
$40,511,630
Other revenue
$4,394,112
Total assets, end of year
$1,307,883,227
Total liabilities, end of year
$422,571,529
Net assets or fund balances, end of year
$885,311,698
Program services expenses (Part IX)
$200,080,283
Management and general expenses
$28,795,241
Fundraising expenses
$1,331,237
Program service expenses (Part III)
$200,080,283

Program services were 86.9% 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)

    $139,644

  • 1f · All other contributions, gifts and grants

    $9,258,166

  • 2a · Program service revenue: RESIDENT SERVICE REVENUE

    total $177,299,494 · related or exempt $177,299,494

  • 2b · Program service revenue: RETIREMENT LIVING - OTHER SER

    total $579,790 · related or exempt $579,790

  • 2c · Program service revenue: CLINICAL PROVIDER SUPPORT

    total $35,600 · related or exempt $35,600

  • 2d · Program service revenue: YOUTH PROGRAM REVENUES

    total $20,433 · related or exempt $20,433

  • 3 · Investment income

    total $15,855,928 · excluded $15,855,928

  • 6a · Gross rents

    real property $1,787,391

  • 6c · Rental income or loss

    real property $1,787,391

  • 6d · Net rental income or loss

    total $1,787,391 · excluded $1,787,391

  • 7a · Gross sales of assets other than inventory

    securities $52,494,562 · other assets $71,352

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

    securities $27,910,212

  • 7c · Gain or loss

    securities $24,584,350 · other assets $71,352

  • 7d · Net gain or loss

    total $24,655,702 · excluded $24,655,702

  • 10a · Gross sales of inventory

    $1,890,626

  • 10b · Cost of goods sold

    $94,799

  • 10c · Net income from sales of inventory

    total $1,795,827 · unrelated business $1,795,827

  • 11a · Other revenue: CATERING

    total $593,946 · unrelated business $593,946

  • 11b · Other revenue: MISCELLANEOUS

    total $216,948 · related or exempt $216,948

  • 11e · Other revenue, total

    $810,894

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $393,285 · program services $393,285

  • 5 · Compensation of officers, directors and key employees

    total $4,214,013 · management and general $4,214,013

  • 7 · Other salaries and wages

    total $91,967,340 · program services $82,453,768 · management and general $8,719,316 · fundraising $794,256

  • 8 · Pension plan contributions

    total $3,704,896 · program services $3,044,472 · management and general $623,101 · fundraising $37,323

  • 9 · Other employee benefits

    total $12,369,509 · program services $11,575,954 · management and general $713,796 · fundraising $79,759

  • 10 · Payroll taxes

    total $6,957,276 · program services $6,033,797 · management and general $865,033 · fundraising $58,446

  • 11a · Fees: management

    total $1,065,646 · program services $771,646 · management and general $294,000

  • 11b · Fees: legal

    total $304,258 · management and general $256,114 · fundraising $48,144

  • 11c · Fees: accounting

    total $93,895 · management and general $93,895

  • 11g · Fees: other

    total $14,493,745 · program services $13,163,233 · management and general $1,277,693 · fundraising $52,819

  • 12 · Advertising and promotion

    total $717,753 · program services $404,857 · management and general $306,468 · fundraising $6,428

  • 16 · Occupancy

    total $9,387,398 · program services $9,188,198 · management and general $198,014 · fundraising $1,186

  • 17 · Travel

    total $404,062 · program services $254,571 · management and general $118,195 · fundraising $31,296

  • 19 · Conferences, conventions and meetings

    total $32,816 · program services $3,268 · management and general $29,548

  • 20 · Interest

    total $5,206,065 · program services $5,029,214 · management and general $176,851

  • 22 · Depreciation, depletion and amortization

    total $29,804,118 · program services $28,114,342 · management and general $1,689,549 · fundraising $227

  • 23 · Insurance

    total $3,428,521 · program services $649,168 · management and general $2,779,353

  • 24a · Other expenses: SUPPLIES

    total $30,208,524 · program services $29,839,379 · management and general $361,250 · fundraising $7,895

  • 24b · Other expenses: SERVICE AGREEMENTS

    total $5,015,684 · program services $1,899,861 · management and general $3,102,809 · fundraising $13,014

  • 24c · Other expenses: REAL ESTATE TAXES

    total $2,498,396 · program services $2,451,993 · management and general $42,291 · fundraising $4,112

  • 24d · Other expenses: NURSING BED ASSESSMENT

    total $1,614,359 · program services $1,614,359

  • 24e · All other expenses

    total $6,325,202 · program services $3,194,918 · management and general $2,933,952 · fundraising $196,332

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,952,816 · end of year $19,374,923

  • 3 · Pledges and grants receivable

    beginning of year $220,781 · end of year $157,218

  • 4 · Accounts receivable

    beginning of year $7,680,052 · end of year $9,519,536

  • 8 · Inventories for sale or use

    beginning of year $3,186,624 · end of year $3,607,011

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

    $877,724,656

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

    $512,548,884

  • 10c · Land, buildings and equipment, net

    beginning of year $367,796,339 · end of year $365,175,772

  • 11 · Investments: publicly traded securities

    beginning of year $765,288,980 · end of year $858,872,336

  • 12 · Investments: other securities

    beginning of year $44,435,179 · end of year $47,661,100

  • 15 · Other assets

    beginning of year $3,541,856 · end of year $3,515,331

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,900,251 · end of year $24,282,949

  • 19 · Deferred revenue

    beginning of year $130,355,718 · end of year $131,980,017

  • 20 · Tax-exempt bond liabilities

    beginning of year $150,780,000 · end of year $140,845,000

  • 21 · Escrow or custodial account liability

    beginning of year $2,275,999 · end of year $2,636,164

  • 25 · Other liabilities

    beginning of year $122,790,376 · end of year $122,827,399

  • 27 · Net assets without donor restrictions

    beginning of year $433,958,497 · end of year $504,110,927

  • 28 · Net assets with donor restrictions

    beginning of year $341,041,786 · end of year $381,200,771

Mission and programs · 2023

Mission

OUR CARING COMMUNITIES AND SERVICES ASSIST INDIVIDUALS, FAMILIES AND CHILDREN IN REALIZING THEIR POTENTIAL AND ENJOYING THE HIGHEST POSSIBLE QUALITY OF LIFE THROUGH THE TRADITIONS OF FREEMASONRY.

  • MASONIC VILLAGES EMPLOYED 2,321 INDIVIDUALS. PROVIDED A WIDE VARIETY OF HEALTHCARE AND RESIDENTIAL SERVICES TO APPROXIMATELY 2,777 SENIORS IN INDEPENDENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE FACILITIES ON FIVE CAMPUSES IN PENNSYLVANIA. PROVIDED CARE AND CARE NOT FULLY REIMBURSED BY MEDICAL ASSISTANCE TOTALING APPROXIMATELY 40.1 MILLION. SUPPORTED 1,612 WIDOWS THROUGH THE MASONIC WIDOWS PROGRAM AND PROVIDED 107,083 IN HOME ASSISTANCE THROUGH THE OUTREACH PROGRAM. CONDUCTED SEVERAL OTHER VITAL CHARITABLE PROGRAMS AND ACTIVITIES, SUCH AS THE MASONIC BLOOD AND ORGAN DONOR PROGRAM.

    Expenses $193,407,415 · Revenue $177,914,884

  • CHILDREN'S HOME PROVIDED A HOMELIKE ATMOSPHERE AND FINANCIAL SUPPORT FOR A RESIDENT POPULATION FOR UP TO 40 CHILDREN THROUGHOUT THE YEAR FREE OF CHARGE. THROUGHOUT 2023, 9 NEW CHILDREN WERE WELCOMED; 6 COLLEGE STUDENTS WERE SUPPORTED; AND 2 HIGH SCHOOL STUDENTS AND 3 COLLEGE STUDENTS GRADUATED.

    Expenses $2,222,398

  • MASONIC LIBRARY AND MUSEUM MAINTAINED AND PRESERVED THE MASONIC TEMPLE IN PHILADELPHIA, A NATIONAL HISTORIC LANDMARK. CONDUCTED TOURS FOR OVER 13,378 VISITORS. PRESERVED AND ARCHIVED OVER 700 MASONIC OBJECTS,ADDED 74 NEW BOOKS; ANSWERED 418 RESEARCH REQUESTS; AND CATALOGED 1,639 MANUSCRIPTS; AND CURATED OVER 135,000 OBJECTS AND 105,000 DOCUMENTS AND MANUSCRIPTS.

    Expenses $3,513,756

  • MASONIC YOUTH FOUNDATION EMPOWERED 1,696 YOUTH THROUGH ITS LEADERSHIP DEVELOPMENT PROGRAMS; AWARDED 163,350 IN SCHOLARSHIP FUNDS; TRAINED 1,579 INDIVIDUALS AT VIRTUAL AND IN PERSON EDUCATIONAL WORKSHOPS; AND SUPPORTED 650 MEMBERS ACROSS 5 YOUTH GROUPS.

    Expenses $936,714 · Grants $393,285 · Revenue $20,433

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William L Kingsbury

    CHIEF EXECUT

    Total calculated
    $512,630
    From this org
    $475,900
    From related orgs
    $0
    Other
    $36,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,900
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,748
    Nontaxable benefits
    $19,982
    Filer's total
    $512,630

  • Pamela S Formica

    CHIEF FINANC

    Total calculated
    $340,302
    From this org
    $312,064
    From related orgs
    $0
    Other
    $28,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,064
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,826
    Nontaxable benefits
    $12,412
    Filer's total
    $340,302

  • Adrienne Staudenmayer

    CHIEF OPERAT

    Total calculated
    $313,359
    From this org
    $298,247
    From related orgs
    $0
    Other
    $15,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,247
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,112
    Nontaxable benefits
    not reported
    Filer's total
    $313,359

  • J Michael Rowe

    EXECUTIVE DI

    Total calculated
    $278,676
    From this org
    $248,170
    From related orgs
    $0
    Other
    $30,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,170
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,585
    Nontaxable benefits
    $17,921
    Filer's total
    $278,676

  • Carl Tarbell

    EXECUTIVE DI

    Total calculated
    $275,253
    From this org
    $261,968
    From related orgs
    $0
    Other
    $13,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,968
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,285
    Nontaxable benefits
    not reported
    Filer's total
    $275,253

  • Mark A Haines Rwgs

    DIRECTOR

    Total calculated
    $268,781
    From this org
    $0
    From related orgs
    $201,669
    Other
    $67,112
    Hours/week
    2.3 + 40.31 related

    Schedule J breakdown matched by us

    Base
    not reported + $201,669 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $36,050 related
    Nontaxable benefits
    not reported + $31,062 related
    Filer's total
    not reported + $268,781 related

  • Debra Brockman

    CHIEF HUMAN

    Total calculated
    $268,010
    From this org
    $240,320
    From related orgs
    $0
    Other
    $27,690
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,320
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,187
    Nontaxable benefits
    $15,503
    Filer's total
    $268,010

  • Patrick J Sampsell

    CHIEF ENV. &

    Total calculated
    $263,716
    From this org
    $232,218
    From related orgs
    $0
    Other
    $31,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,218
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,516
    Nontaxable benefits
    $19,982
    Filer's total
    $263,716

  • Eric L Gross

    EXECUTIVE DI

    Total calculated
    $245,262
    From this org
    $218,670
    From related orgs
    $0
    Other
    $26,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,670
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,089
    Nontaxable benefits
    $15,503
    Filer's total
    $245,262

  • Joann Seigel

    VICE PRESIDE

    Total calculated
    $244,051
    From this org
    $217,517
    From related orgs
    $0
    Other
    $26,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,517
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,031
    Nontaxable benefits
    $15,503
    Filer's total
    $244,051

  • Beverly Sweigart

    CHIEF ADMIN

    Total calculated
    $239,066
    From this org
    $212,247
    From related orgs
    $0
    Other
    $26,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,247
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,753
    Nontaxable benefits
    $16,066
    Filer's total
    $239,066

  • Justin E Wolgemuth

    SENIOR VP OF

    Total calculated
    $224,859
    From this org
    $195,579
    From related orgs
    $0
    Other
    $29,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,579
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,918
    Nontaxable benefits
    $19,362
    Filer's total
    $224,859

  • Kelly O Gerhards

    NURSING SHIF

    Total calculated
    $218,075
    From this org
    $200,338
    From related orgs
    $0
    Other
    $17,737
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,338
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,139
    Nontaxable benefits
    $7,598
    Filer's total
    $218,075

  • Noah P Davis

    EXECUTIVE DI

    Total calculated
    $213,345
    From this org
    $191,112
    From related orgs
    $0
    Other
    $22,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,112
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,656
    Nontaxable benefits
    $15,577
    Filer's total
    $213,345

  • Joseph Franco

    CHIEF INFORM

    Total calculated
    $210,546
    From this org
    $190,800
    From related orgs
    $0
    Other
    $19,746
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,800
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,676
    Nontaxable benefits
    $10,070
    Filer's total
    $210,546

  • Michael D McKee

    EXECUTIVE DI

    Total calculated
    $208,226
    From this org
    $179,158
    From related orgs
    $0
    Other
    $29,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,158
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,086
    Nontaxable benefits
    $19,982
    Filer's total
    $208,226

  • Katie Roof

    CHIEF CLINIC

    Total calculated
    $207,503
    From this org
    $178,858
    From related orgs
    $0
    Other
    $28,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,858
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,070
    Nontaxable benefits
    $19,575
    Filer's total
    $207,503

  • Donald Brindisi

    PHARMACY MAN

    Total calculated
    $198,062
    From this org
    $170,085
    From related orgs
    $0
    Other
    $27,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,085
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,615
    Nontaxable benefits
    $19,362
    Filer's total
    $198,062

  • Gerald Gallagher

    VICE PRESIDE

    Total calculated
    $193,426
    From this org
    $165,269
    From related orgs
    $0
    Other
    $28,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,269
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,381
    Nontaxable benefits
    $19,776
    Filer's total
    $193,426

  • Matthew R Mayo

    ASSISTANT EX

    Total calculated
    $193,083
    From this org
    $176,139
    From related orgs
    $0
    Other
    $16,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,139
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,921
    Nontaxable benefits
    $8,023
    Filer's total
    $193,083

  • Kelly Shrum

    EXECUTIVE DI

    Total calculated
    $184,007
    From this org
    $156,108
    From related orgs
    $0
    Other
    $27,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,108
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,917
    Nontaxable benefits
    $19,982
    Filer's total
    $184,007

  • Cris Dinsmore

    DIRECTOR OF

    Total calculated
    $176,735
    From this org
    $160,569
    From related orgs
    $0
    Other
    $16,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,569
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,143
    Nontaxable benefits
    $8,023
    Filer's total
    $176,735

  • Theresa Sorrentino

    NURSING SHIF

    Total calculated
    $174,974
    From this org
    $158,729
    From related orgs
    $0
    Other
    $16,245
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,729
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,039
    Nontaxable benefits
    $8,206
    Filer's total
    $174,974

  • Jeffrey M Wonderling Rwgm

    DIRECTOR

    Total calculated
    $145,001
    From this org
    $0
    From related orgs
    $145,001
    Other
    $0
    Hours/week
    2.3 + 20.31 related

  • Larry A Derr Rwdgm

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2.3 + 20.31 related

  • Adam C Heese Rwgt

    DIRECTOR

    Total calculated
    $50,000
    From this org
    $0
    From related orgs
    $50,000
    Other
    $0
    Hours/week
    2.3 + 20.31 related

  • Robert C Snyder II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • Frederic C Wheeler IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • John F Pyfer Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • Kim W Jeffreys

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • Kevin C McCann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • Glenn D Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

  • Paul J Roup Rwjgw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3 + 20.31 related

  • Robert D Brink Rwsgw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3 + 20.31 related

  • Bruce A Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2.3

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 · 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

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.

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.

  • GRAND LODGE CONSOLIDATED FUND

    TRUST · INVESTMENT · PA

Provenance

Return type
form_990
Tax year
2023
Filed
2 October 2024
IRS schema version
2023v5.0
Source object
202412769349301756

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