Skip to content
Nonprofiteer
← All organizations

MASONIC HOME INDEPENDENT LIVING II INC

EIN 27-3168105 MASONIC HOME, KY

Revenue 2024
$18,711,677
Expenses 2024
$19,961,668

Program services were 63.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L22
Classification
1000
Street
330 MASONIC HOME DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

TO PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES THAT WILL IMPROVE AND ENHANCE THE QUALITY OF THE RESIDENTS' NURTURE AND FURTHER ENHANCE AND MAKE A DIFFERENCE IN THEIR LIVES.

Activities or mission (Part I)

TO PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES THAT WILL IMPROVE AND ENHANCE THE QUALITY OF THE RESIDENTS NURTURE AND FURTHER ENHANCE AND MAKE A DIFFERENCE IN THEIR LIVES.

  • THE ORGANIZATION'S PURPOSE IS CONSTRUCTING, OWNING AND OPERATING A SENIOR LIVING COMMUNITY KNOWN AS MIRALEA. MIRALEA CONSISTS OF 120 INDEPENDENT LIVING APARTMENTS AND 12 RESIDENTIAL-STYLE PATIO HOMES THAT OPENED ON NOVEMBER 1, 2012. MIRALEA, WITH ITS AFFILIATION WITH MASONIC HOMES OF KENTUCKY, FORMS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WITH A LIFE CARE PRODUCT FOR SENIORS. MEADOW OPENED IN JULY 2018 WITH 122 UNITS. MIRALEA/MEADOW OFFERS A TIERED APPROACH TO THE AGING PROCESS, ACCOMMODATING RESIDENTS' CHANGING NEEDS AS THEY AGE THROUGH INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING CARE. MIRALEA PROVIDES SENIORS WITH THE OPTION TO LIVE AN ACTIVE LIFESTYLE IN ONE LOCATION FOR THE DURATION OF THEIR REMAINING LIFE, WITH MUCH OF THEIR FUTURE CARE ALREADY PREDETERMINED BY THE RESIDENT AND THE LIFE CARE AGREEMENTS WITH MIRALEA/MEADOW. GROVE POINTE OPENED JULY 2018 WITH 48 UNITS. GROVE POINTE OFFERS ASSISTED LIVING.

    Expenses $12,733,122 · Revenue $17,818,546

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • KEITH DREIER

    CHAIRMAN (FROM 11/2024)

    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 CAUGHRON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related
  • WILLIAM PERRY

    SECRETARY (FROM 11/2024)

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related
  • MITCHELL MAY

    DIRECTOR (FROM 11/2024)

    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
  • HAROLD ARMSTRONG

    CHAIRMAN (TO 11/2024)

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related
  • MARK GALLOWAY

    SECRETARY (TO 11/2024)

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related
  • E DARREN WILSON

    DIRECTOR (TO 11/2024)

    Total calculated
    $0
    Hours/week
    0.8 + 3.2 related
  • TODD LACY

    PRESIDENT

    Total calculated
    $504,302
    From this org
    $0
    From related orgs
    $472,966
    Other
    $31,336
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,766 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $12,385 related
    Nontaxable benefits
    $0 + $18,951 related
    Filer's total
    $0 + $504,302 related
  • J SCOTT JUDY

    CEO

    Total calculated
    $491,752
    From this org
    $0
    From related orgs
    $472,977
    Other
    $18,775
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,777 related
    Bonus
    $0
    Other
    $0 + $7,200 related
    Deferred
    $0 + $12,385 related
    Nontaxable benefits
    $0 + $6,390 related
    Filer's total
    $0 + $491,752 related
  • CASEY ADAMS

    VICE PRESIDENT

    Total calculated
    $178,807
    From this org
    $0
    From related orgs
    $166,765
    Other
    $12,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,465 related
    Bonus
    $0
    Other
    $0 + $6,300 related
    Deferred
    $0 + $4,539 related
    Nontaxable benefits
    $0 + $7,503 related
    Filer's total
    $0 + $178,807 related
  • ANN RICH

    EXECUTIVE DIRECTOR - MEADOW

    Total calculated
    $141,082
    From this org
    $0
    From related orgs
    $124,589
    Other
    $16,493
    Hours/week
    40
  • MIKE TRUAX

    EXECUTIVE DIRECTOR - MIRALEA

    Total calculated
    $155,341
    From this org
    $0
    From related orgs
    $132,817
    Other
    $22,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $129,217 related
    Bonus
    $0
    Other
    $0 + $3,600 related
    Deferred
    $0 + $3,813 related
    Nontaxable benefits
    $0 + $18,711 related
    Filer's total
    $0 + $155,341 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $18,711,677
    Expenses
    $19,961,668
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $17,349,500
    Expenses
    $20,323,216
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $16,854,362
    Expenses
    $19,373,386
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $16,410,935
    Expenses
    $19,439,052
    Assets (EOY)
    $142,516,912
  • 2020 · 990

    Revenue
    $15,086,301
    Expenses
    $19,228,774
    Assets (EOY)
    $144,151,368
  • 2019 · 990

    Revenue
    $15,248,199
    Expenses
    $24,887,079
    Assets (EOY)
    $149,196,199
  • 2018 · 990

    Revenue
    $6,279,130
    Expenses
    $8,427,248
    Assets (EOY)
    $117,535,357
  • 2017 · 990

    Revenue
    $6,484,869
    Expenses
    $8,550,321
    Assets (EOY)
    $158,141,845
  • 2016 · 990

    Revenue
    $6,578,350
    Expenses
    $15,468,607
    Assets (EOY)
    $157,156,467
  • 2015 · 990

    Revenue
    $5,435,500
    Expenses
    $6,618,277
    Assets (EOY)
    $63,335,084
  • 2014 · 990

    Revenue
    $4,938,445
    Expenses
    $5,846,667
    Assets (EOY)
    $55,590,239
  • 2013 · 990

    Revenue
    $3,555,620
    Expenses
    $6,239,212
    Assets (EOY)
    $51,228,461
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,421,656
    Assets (EOY)
    $64,802,230

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.