MASONIC HOME INDEPENDENT LIVING II INC: Form 990, tax year 2023
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- Organization
- MASONIC HOME INDEPENDENT LIVING II INC (EIN 27-3168105)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349301526
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:29:28-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SOUTH 5TH STREET STE 2100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273168105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME INDEPENDENT LIVING II INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 5028974907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MASONIC HOME DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD LACY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5028974907 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 8885871719 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRALEAGROVE POINTETHE MEADOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD LACY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MASONIC HOME DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,463,405 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICHOMESKY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,633,691 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,541,457 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,270,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $878,559 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$49,393 | PYOtherRevenueAmt |
| CY Other Revenue | -$70,516 | CYOtherRevenueAmt |
| PY Total Revenue | $16,854,362 | PYTotalRevenueAmt |
| CY Total Revenue | $17,349,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,373,386 | PYOtherExpensesAmt |
| CY Other Expenses | $20,323,216 | CYOtherExpensesAmt |
| PY Total Expenses | $19,373,386 | PYTotalExpensesAmt |
| CY Total Expenses | $20,323,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,519,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,973,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,278,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,948,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,694,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,121,370 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$44,415,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$46,172,530 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,066,226 | ExpenseAmt |
| Revenue | $16,541,457 | RevenueAmt |
| Desc | 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, FORM 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 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. | Desc |
| Total Program Service Expenses | $15,066,226 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY LEIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5027538800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MASONIC HOME DRIVE | AddressLine1Txt |
| City | MASONIC HOME | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| HAROLD ARMSTRONG | |||||||
| CHAIRMAN | 0.80 | 3.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERRY BOWMAN | |||||||
| VICE CHAIRMAN | 0.80 | 3.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD S CAUGHRON | |||||||
| TREASURER | 0.80 | 3.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK GALLOWAY | |||||||
| SECRETARY | 0.80 | 3.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIMOTHY SANDERS | |||||||
| DIRECTOR | 0.80 | 3.20 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SHORT | |||||||
| DIRECTOR | 0.80 | 3.20 | Yes (X) | $0 | $0 | $0 | |
| E DARREN WILSON | |||||||
| DIRECTOR | 0.80 | 3.20 | Yes (X) | $0 | $0 | $0 | |
| TODD LACY | |||||||
| PRESIDENT | 2.00 | 38.00 | Yes (X) | $0 | $444,310 | $30,282 | |
| J SCOTT JUDY | |||||||
| CEO | 2.00 | 38.00 | Yes (X) | $0 | $444,310 | $11,097 | |
| CASEY ADAMS | |||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $0 | $165,865 | $9,675 | |
| ANN RICH | |||||||
| EXECUTIVE DIRECTOR - MEADOW | 40.00 | 0.00 | Yes (X) | $0 | $122,365 | $16,400 | |
| MIKE TRUAX | |||||||
| EXECUTIVE DIRECTOR - MIRALEA | 40.00 | 0.00 | Yes (X) | $0 | $130,404 | $20,338 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,307,254 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $16,541,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,541,457 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,541,457 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $661,209 | TotalRevenueColumnAmt |
| Exclusion | $661,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,331,255 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,113,905 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $217,350 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,350 | TotalRevenueColumnAmt |
| Exclusion | $217,350 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | M & M CLINICS | Desc |
| Business | 621110 | BusinessCd |
| Total Revenue Column | -$70,516 | TotalRevenueColumnAmt |
| Exclusion | -$70,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$70,516 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,349,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,541,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $808,043 | ExclusionAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,781 | TotalAmt |
| Management And General | $1,781 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,200 | TotalAmt |
| Management And General | $47,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,934 | TotalAmt |
| Management And General | $72,934 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,367 | TotalAmt |
| Program Services | $144,641 | ProgramServicesAmt |
| Management And General | $256,726 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,232 | TotalAmt |
| Management And General | $200,232 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,166 | TotalAmt |
| Program Services | $13,105 | ProgramServicesAmt |
| Management And General | $63,061 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,109 | TotalAmt |
| Program Services | $323 | ProgramServicesAmt |
| Management And General | $219,786 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,932 | TotalAmt |
| Program Services | $490,799 | ProgramServicesAmt |
| Management And General | $562,133 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,385 | TotalAmt |
| Program Services | $10,150 | ProgramServicesAmt |
| Management And General | $9,235 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772 | TotalAmt |
| Program Services | $211 | ProgramServicesAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100,020 | TotalAmt |
| Program Services | $3,690,018 | ProgramServicesAmt |
| Management And General | $410,002 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,902,080 | TotalAmt |
| Program Services | $3,511,872 | ProgramServicesAmt |
| Management And General | $390,208 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,650 | TotalAmt |
| Management And General | $545,650 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REIMBURSED SALARY EXPEN | $3,898,995 | $2,277,833 | $1,621,162 |
| EXPENSE ALLOCATION | $2,637,589 | $2,634,995 | $2,594 |
| LONG-TERM CARE | $1,082,463 | $1,082,463 | |
| FOOD | $615,173 | $615,173 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447,368 | TotalAmt |
| Program Services | $594,643 | ProgramServicesAmt |
| Management And General | $852,725 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,323,216 | TotalAmt |
| Program Services | $15,066,226 | ProgramServicesAmt |
| Management And General | $5,256,990 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,757 | BOYAmt |
| EOY | $166,483 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,253 | BOYAmt |
| EOY | $561,030 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,537 | BOYAmt |
| EOY | $32,082 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,546 | BOYAmt |
| EOY | $45,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $127,325,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,349,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,513,789 | BOYAmt |
| EOY | $99,976,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,671,542 | BOYAmt |
| EOY | $13,119,424 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$193,394 | BOYAmt |
| EOY | -$263,910 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,812,867 | BOYAmt |
| EOY | $21,311,870 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,278,897 | BOYAmt |
| EOY | $134,948,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,329 | BOYAmt |
| EOY | $619,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,669,915 | BOYAmt |
| EOY | $7,297,540 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,341,216 | BOYAmt |
| EOY | $84,695,196 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,462,839 | BOYAmt |
| EOY | $2,403,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,810,016 | BOYAmt |
| EOY | $86,104,817 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,694,315 | BOYAmt |
| EOY | $181,121,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$44,415,418 | BOYAmt |
| EOY | -$46,172,530 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$44,415,418 | BOYAmt |
| EOY | -$46,172,530 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,278,897 | BOYAmt |
| EOY | $134,948,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,973,716 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,216,604 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,294,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,202,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,079,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,584,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,541,457 | CurrentTaxYearAmt |
| Total | $74,702,213 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,294,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,202,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,079,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,584,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,541,457 | CurrentTaxYearAmt |
| Total | $74,702,213 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $74,702,213 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $661,209 | CurrentTaxYearAmt |
| Total | $2,240,674 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,683 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $661,209 | CurrentTaxYearAmt |
| Total | $2,240,674 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,728,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,521,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,448,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,040,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,202,666 | CurrentTaxYearAmt |
| Total | $76,942,887 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97090 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97270 | PublicSupportPY509Pct |
| Investment Income CY | 0.02910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02720 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,792,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,743,013 | DepreciationAmt |
| Book Value | $96,049,533 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,416,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,316,987 | DepreciationAmt |
| Book Value | $2,099,283 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,117,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,289,470 | DepreciationAmt |
| Book Value | $827,660 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,976,476 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACT ACQUISITION COSTS, NET | $317,573 |
| BOND ACCOUNTS | $7,041,995 |
| ACCRUED INTEREST | $164,858 |
| DUE TO AFFILIATES | $11,383,510 |
| OPERATING LEASE RIGHT OF USE ASSETS | $2,403,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,311,870 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $93,333 |
| ACCRUED INTEREST PAYABLE | $552,817 |
| REFUNDABLE ENTRANCE FEES & DEPOSITS | $85,458,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $86,104,817 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE HOME IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE VILLAGES ARE LIMITED LIABILITY COMPANIES THUS NOT SUBJECT TO FEDERAL INCOME TAXES AS THE INCOME AND OR LOSS WOULD BE ALLOCATED DIRECTLY TO THE HOME. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TODD LACY | ||||||||||||||
| PRESIDENT | $0 | $437,110 | $0 | $0 | $0 | $7,200 | $0 | $12,201 | $0 | $18,081 | $0 | $474,592 | $0 | $0 |
| J SCOTT JUDY | ||||||||||||||
| CEO | $0 | $437,110 | $0 | $0 | $0 | $7,200 | $0 | $4,979 | $0 | $6,118 | $0 | $455,407 | $0 | $0 |
| CASEY ADAMS | ||||||||||||||
| VICE PRESIDENT | $0 | $160,465 | $0 | $0 | $0 | $5,400 | $0 | $3,774 | $0 | $5,901 | $0 | $175,540 | $0 | $0 |
| MIKE TRUAX | ||||||||||||||
| EXECUTIVE DIRECTOR - MIRALEA | $0 | $126,804 | $0 | $0 | $0 | $3,600 | $0 | $2,502 | $0 | $17,836 | $0 | $150,742 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE RELATED ORGANIZATION, MASONIC HOMES OF KENTUCKY, USES ALL OF THE ITEMS LISTED TO ESTABLISH COMPENSATION OF THE CEO. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY REVENUE BONDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 610600439 | BondIssuerEIN |
| CUSIP | 49126PFH8 | CUSIPNum |
| Bond Issued | 2016-11-03 | BondIssuedDt |
| Issue Price | $127,281,735 | IssuePriceAmt |
| Purpose | MIRALEA PHASE III CONSTRUCTION, A SERIES 87,880,000, B SERIES $35,000,000 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $44,645,389 | RetiredAmt |
| Total Proceeds | $127,281,735 | TotalProceedsAmt |
| In Reserve Fund | $6,704,500 | InReserveFundAmt |
| Refunding Escrow | $32,907,988 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $2,446,595 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $85,222,651 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MASONIC HOMES OF KENTUCKY, INC. IS THE "SOLE MEMBER" OF MASONIC HOME INDEPENDENT LIVING II, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. SHALL HAVE THE AUTHORITY TO ADOPT BY-LAWS AND REGULATIONS AS MAY BE NECESSARY FOR THE GOVERNMENT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS FIRST REVIEWED BY INTERNAL MANAGEMENT AND THEN A COPY IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY MEMBER OF THE BOARD HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS INTEREST. OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AND REMOVE THEMSELVES FROM ANY DISCUSSION AND VOTE WHERE THEY HAVE A CONFLICT. IF A CONFLICT IS DEEMED TO EXIST, SUCH A PERSON SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, QUESTION 2C: | THE RELATED ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSEES THE AUDIT. THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MASONIC HOMES OF KENTUCKY INC | |||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 610458374 | TO PROVIDE AND MAINTAIN A HOME FOR WIDOWS OF DECEASED MASONS | KY | 501 (C) (3) | LINE 7 | N/A | 0 | |
| MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC | |||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 311756851 | TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY | KY | 501 (C) (3) | LINE 10 | 0 | MASONIC HOMES OF KENTUCKY INC | |
| MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC | |||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 273248085 | TO PROVIDE DAYCARE AND PRESCHOOL SERVICES. | KY | 501 (C) (3) | LINE 10 | 0 | MASONIC HOMES OF KENTUCKY INC | |
| MASONIC HOMES COMMUNITY BASED SERVICES INC | |||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 273248199 | TO PROVIDE SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. | KY | 501 (C) (3) | LINE 10 | 0 | MASONIC HOMES OF KENTUCKY INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments