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Nonprofiteer
← MOOSEHAVEN INC

Form 990 for tax year 2024

Filed by MOOSEHAVEN INC.

Totals

Total revenue
$23,543,379
Total expenses
$23,696,810
Contributions and grants received
$11,967,976
Grants paid
$0
Program service revenue
$11,969,944
Investment income
-$432,893
Other revenue
$38,352
Total assets, end of year
$57,832,139
Total liabilities, end of year
$18,138,817
Net assets or fund balances, end of year
$39,693,322
Program services expenses (Part IX)
$21,453,016
Management and general expenses
$2,243,794
Fundraising expenses
$0
Program service expenses (Part III)
$21,453,016

Program services were 90.5% 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.

  • 1d · Related organizations

    $11,938,293

  • 1f · All other contributions, gifts and grants

    $29,683

  • 2a · Program service revenue: REMITTED BY RESIDENTS

    total $7,630,243 · related or exempt $7,630,243

  • 2b · Program service revenue: PROGRAM FEES

    total $3,088,072 · related or exempt $3,088,072

  • 2c · Program service revenue: RENTAL

    total $1,236,701 · related or exempt $1,236,701

  • 2d · Program service revenue: RECREATION CENTER

    total $14,928 · related or exempt $14,928

  • 3 · Investment income

    total $237,390 · excluded $237,390

  • 7a · Gross sales of assets other than inventory

    securities $93,087

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

    securities $91,465 · other assets $671,905

  • 7c · Gain or loss

    securities $1,622 · other assets -$671,905

  • 7d · Net gain or loss

    total -$670,283 · excluded -$670,283

  • 11a · Other revenue: OTHER REVENUE

    total $38,352 · related or exempt $38,352

  • 11e · Other revenue, total

    $38,352

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $200,648 · program services $180,841 · management and general $19,807

  • 7 · Other salaries and wages

    total $7,186,583 · program services $6,474,915 · management and general $711,668

  • 8 · Pension plan contributions

    total $242,499 · program services $219,048 · management and general $23,451

  • 9 · Other employee benefits

    total $1,143,147 · program services $1,032,600 · management and general $110,547

  • 10 · Payroll taxes

    total $536,644 · program services $502,428 · management and general $34,216

  • 11c · Fees: accounting

    total $115,836 · management and general $115,836

  • 11f · Fees: investment management

    total $29,543 · management and general $29,543

  • 11g · Fees: other

    total $4,849,717 · program services $4,805,832 · management and general $43,885

  • 12 · Advertising and promotion

    total $48,404 · program services $24,828 · management and general $23,576

  • 13 · Office expenses

    total $34,254 · program services $28,827 · management and general $5,427

  • 14 · Information technology

    total $188,223 · program services $182,181 · management and general $6,042

  • 16 · Occupancy

    total $944,848 · program services $801,538 · management and general $143,310

  • 17 · Travel

    total $21,614 · program services $15,672 · management and general $5,942

  • 22 · Depreciation, depletion and amortization

    total $2,382,662 · program services $2,025,263 · management and general $357,399

  • 23 · Insurance

    total $1,298,072 · program services $1,181,245 · management and general $116,827

  • 24a · Other expenses: MEDICAL AND PRESCRIPTIO

    total $2,589,090 · program services $2,589,090

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $729,292 · program services $619,898 · management and general $109,394

  • 24c · Other expenses: BAD DEBT

    total $296,578 · management and general $296,578

  • 24d · Other expenses: RESIDENT ALLOWANCES

    total $207,024 · program services $207,024

  • 24e · All other expenses

    total $652,132 · program services $561,786 · management and general $90,346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $835,347 · end of year $2,456,000

  • 3 · Pledges and grants receivable

    beginning of year $2,181,895 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,951,718 · end of year $4,637,972

  • 8 · Inventories for sale or use

    beginning of year $81,845 · end of year $90,121

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

    $77,217,363

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

    $33,340,147

  • 10c · Land, buildings and equipment, net

    beginning of year $41,708,659 · end of year $43,877,216

  • 11 · Investments: publicly traded securities

    beginning of year $1,047,068 · end of year $1,428,680

  • 12 · Investments: other securities

    beginning of year $3,691,641 · end of year $3,464,631

  • 15 · Other assets

    beginning of year $1,314,809 · end of year $1,877,519

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,882,136 · end of year $3,092,417

  • 19 · Deferred revenue

    beginning of year $12,044,834 · end of year $14,742,205

  • 25 · Other liabilities

    beginning of year $6,740 · end of year $304,195

  • 27 · Net assets without donor restrictions

    beginning of year $29,643,906 · end of year $24,782,672

  • 28 · Net assets with donor restrictions

    beginning of year $10,235,366 · end of year $14,910,650

Mission and programs · 2024

Mission

MOOSEHAVEN IS A CHARITABLE CONTINUING CARE COMMUNITY THAT IS AVAILABLE TO QUALIFIED MOOSE MEMBERS AND THEIR SPOUSES WHO HAVE A NEED AND DESIRE TO GO THERE FOR THEIR RETIREMENT YEARS.

Activities or mission (Part I)

CONTINUING CARE RETIREMENT COMMUNITY AVAILABLE FOR QUALIFIED MOOSE MEMBERS/SPOUSES

  • OPERATION AND MAINTENANCE OF A HOME FOR DEPENDENT AGED MEMBERS KNOWN AS MOOSEHAVEN. MOOSEHAVEN ASSUMES FULL RESPONSIBILITY FOR TOTAL CARE OF RESIDENTS, INCLUDING PROVIDING FOOD, CLOTHING, HOUSING, AND MEDICAL AND DENTAL CARE. IT ALSO BENEFITS THE COMMUNITY BY AIDING IN EXTENDING THE LIVES OF RESIDENTS AND ENABLING THEM TO LIVE SAFE, USEFUL, AND INDEPENDENT LIVES AND TO RELIEVE STRESS.

    Expenses $21,453,016 · Revenue $12,008,296

As filed on the 2024 return.

Listed in Part VII

  • Bruce T Masopust

    DIRECTOR/PRESIDENT

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1 + 2 related

  • Scott D Hart

    DIRECTOR

    Total calculated
    $337,884
    From this org
    $0
    From related orgs
    $286,237
    Other
    $51,647
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,808 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $429 related
    Deferred
    $0 + $14,965 related
    Nontaxable benefits
    $0 + $36,682 related
    Filer's total
    $0 + $337,884 related

  • Robert K Funkey

    DIRECTOR

    Total calculated
    $48,307
    From this org
    $0
    From related orgs
    $48,307
    Other
    $0
    Hours/week
    1 + 40 related

  • Christine Brooks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terry Treadwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Grooms

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan O'Neal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karyn Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Helen Taylor

    VICE PRESIDENT

    Total calculated
    $183,937
    From this org
    $166,856
    From related orgs
    $0
    Other
    $17,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,856
    Bonus
    $0
    Other
    $0
    Deferred
    $8,215
    Nontaxable benefits
    $8,866
    Filer's total
    $183,937

  • Joseph R Mech End123124

    SECRETARY/TREASURER

    Total calculated
    $308,567
    From this org
    $0
    From related orgs
    $283,228
    Other
    $25,339
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,228 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,191 related
    Nontaxable benefits
    $0 + $11,148 related
    Filer's total
    $0 + $308,567 related

  • Kristin Peterson Start 1125

    CFO

    Total calculated
    $142,370
    From this org
    $0
    From related orgs
    $118,044
    Other
    $24,326
    Hours/week
    1 + 39 related

  • William Tippins

    LIFE CARE ADMINISTRATOR

    Total calculated
    $186,123
    From this org
    $151,089
    From related orgs
    $0
    Other
    $35,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,089
    Bonus
    $0
    Other
    $0
    Deferred
    $7,739
    Nontaxable benefits
    $27,295
    Filer's total
    $186,123

  • James Haddock

    FINANCE DIRECTOR

    Total calculated
    $133,171
    From this org
    $115,939
    From related orgs
    $0
    Other
    $17,232
    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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
THE COST OF TRAVEL FOR SPOUSES OF THE DIRECTORS OF MOOSE INTERNATIONAL ARE INCLUDED IN THE INDIVIDUAL'S FORM W-2 OR 1099 NEC.

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
2024
Filed
21 January 2026
IRS schema version
2024v5.5
Source object
202610219349301241

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