Skip to content
Nonprofiteer
← MASONIC HOME INDEPENDENT LIVING II INC

Form 990 for tax year 2023

Filed by MASONIC HOME INDEPENDENT LIVING II INC.

Totals

Total revenue
$17,349,500
Total expenses
$20,323,216
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$16,541,457
Investment income
$878,559
Other revenue
-$70,516
Total assets, end of year
$134,948,840
Total liabilities, end of year
$181,121,370
Net assets or fund balances, end of year
-$46,172,530
Program services expenses (Part IX)
$15,066,226
Management and general expenses
$5,256,990
Fundraising expenses
$0
Program service expenses (Part III)
$15,066,226

Program services were 74.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HAROLD ARMSTRONG

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • TERRY BOWMAN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • RONALD S CAUGHRON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • MARK GALLOWAY

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • TIMOTHY SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • RICHARD SHORT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • E DARREN WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related

  • TODD LACY

    PRESIDENT

    Total calculated
    $474,592
    From this org
    $0
    From related orgs
    $444,310
    Other
    $30,282
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,110 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $12,201 related
    Nontaxable benefits
    $0 + $18,081 related
    Filer's total
    $0 + $474,592 related

  • J SCOTT JUDY

    CEO

    Total calculated
    $455,407
    From this org
    $0
    From related orgs
    $444,310
    Other
    $11,097
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,110 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $4,979 related
    Nontaxable benefits
    $0 + $6,118 related
    Filer's total
    $0 + $455,407 related

  • CASEY ADAMS

    VICE PRESIDENT

    Total calculated
    $175,540
    From this org
    $0
    From related orgs
    $165,865
    Other
    $9,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,465 related
    Bonus
    $0
    Other
    $0 + $5,400 related
    Deferred
    $0 + $3,774 related
    Nontaxable benefits
    $0 + $5,901 related
    Filer's total
    $0 + $175,540 related

  • ANN RICH

    EXECUTIVE DIRECTOR - MEADOW

    Total calculated
    $138,765
    From this org
    $0
    From related orgs
    $122,365
    Other
    $16,400
    Hours/week
    40

  • MIKE TRUAX

    EXECUTIVE DIRECTOR - MIRALEA

    Total calculated
    $150,742
    From this org
    $0
    From related orgs
    $130,404
    Other
    $20,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $126,804 related
    Bonus
    $0
    Other
    $0 + $3,600 related
    Deferred
    $0 + $2,502 related
    Nontaxable benefits
    $0 + $17,836 related
    Filer's total
    $0 + $150,742 related

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 RELATED ORGANIZATION, MASONIC HOMES OF KENTUCKY, USES ALL OF THE ITEMS LISTED TO ESTABLISH COMPENSATION OF THE CEO.

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349301526

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.