MASONIC HOMES OF KENTUCKY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOMES OF KENTUCKY INC (EIN 61-0458374)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343129349303369
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T13:19:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271235638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCM CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S FIFTH STREET SUITE 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610458374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOMES OF KENTUCKY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 5028974910 | 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 | KIMBERLY LEIS | PersonNm |
| Person Title | SR VP ACCOUNTING | PersonTitleTxt |
| Phone | 5028974910 | PhoneNum |
| Signature | 2023-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | LEIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE GROZA | PreparerPersonNm |
| PTIN | P00034644 | PTIN |
| Phone | 5027491900 | PhoneNum |
| Preparation | 2023-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| 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 | $38,517,423 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICHOMESKY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 742 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $979,883 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,592,755 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,474,141 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,516,567 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,628,201 | PYInvestmentIncomeAmt |
| CY Investment Income | $919,241 | CYInvestmentIncomeAmt |
| PY Other Revenue | $502,193 | PYOtherRevenueAmt |
| CY Other Revenue | $412,869 | CYOtherRevenueAmt |
| PY Total Revenue | $43,584,418 | PYTotalRevenueAmt |
| CY Total Revenue | $38,441,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,000 | 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 | $25,195,872 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,897,591 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $653,789 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,913,767 | PYOtherExpensesAmt |
| CY Other Expenses | $19,037,926 | CYOtherExpensesAmt |
| PY Total Expenses | $45,114,639 | PYTotalExpensesAmt |
| CY Total Expenses | $44,935,517 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,530,221 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,494,085 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,700,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,037,735 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,947,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $69,475,664 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,752,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,562,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,308,875 | ExpenseAmt |
| Revenue | $16,370,821 | RevenueAmt |
| Desc | HEALTH CARE SERVICES: COMPLETE HEALTH CARE OF RESIDENTS OF THE HOME. THIS INCLUDES THREE LEVELS OF CARE: PERSONAL CARE, NURSING CARE, AND SKILLED CARE. THE STAFF CONSISTS OF A TEAM OF REGISTERED NURSES, LICENSED PRACTICAL NURSES, NURSE ASSISTANTS, MEDICAL AIDES, AND MEDICAL RECORDS PERSONNEL. MOBILE HEALTH CARE CONSISTS OF THREE LEVELS OF CARE: PERSONAL CARE, NURSING HOME, AND FACILITY. RESIDENTS ARE TRANSPORTED TO OUTSIDE MEDICAL FACILITIES AS NEEDED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,230,012 | ExpenseAmt |
| Revenue | $18,411,895 | RevenueAmt |
| Desc | RESIDENT AND OPERATING SERVICES: THE SOCIAL SERVICES DEPARTMENT INCLUDES A DIRECTOR OR SOCIAL SERVICES ASSISTANT DIRECTOR, SOCIAL SERVICES BUYER, RECEPTIONIST, BEAUTICIAN, AND SEAMSTRESS. THESE POSITIONS PROVIDE SERVICES RELATED TO ADMISSIONS, ADJUSTMENTS TO DAILY ROUTINES, COUNSELING SERVICES FOR BOTH RESIDENTS AND THEIR FAMILY, AND THE PURCHASE OF CLOTHING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,165,389 | ExpenseAmt |
| Desc | DIETARY SERVICES: PREPARES AND SERVES MEALS TO APPROXIMATELY 220 RESIDENTS DAILY. MEALS ARE PREPARED ACCORDING TO THE PHYSICIAN'S DIET ORDER. STAFF INCLUDE A DIETARY DIRECTOR, REGISTERED DIETICIAN, PRODUCTION MANAGERS, SUPERVISORS, COOKS, STOCK CLERK, OFFICE WORKER, AND DIETARY AIDES. AN AVERAGE OF 140 EMPLOYEE MEALS ARE PREPARED DAILY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $949,617 | ExpenseAmt |
| Revenue | $733,851 | RevenueAmt |
| Desc | HOUSEKEEPING SERVICES: HOUSEKEEPING SERVICES MORE THAN 278,000 SQUARE FEET OF FACILITIES. THIS INCLUDES RESIDENT'S ROOMS, HALLWAYS, DINING AREAS, CHAPELS, OFFICE AREAS, AND MORE. LAUNDRY STAFF'S DUTIES INCLUDE WASHING, IRONING, DISTRIBUTION, AND STORAGE OF LINEN SUPPLIES AND PERSONAL CLOTHING OF RESIDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $949,617 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $733,851 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $31,653,893 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 742 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | TODD LACY | 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 (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM CANNON | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| JIM DECEASRE | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| GEARY LAIRD | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| JOE FLOWERS | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY SANDER | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SHORT | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GIBSON | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C PERRY | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM D VINSON | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| DONALD YANKEE | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| DARRON WILSON | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| W MICHAEL YOUNT | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| WENDELL LITTLEFIELD | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| F KEITH DREIER | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL MAY | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GRIGGS | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS STOUT | ||||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD E ARMSTRONG | ||||||||
| CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | 3.20 | Yes (X) | |
| TERRY L BOWMAN | ||||||||
| VICE-CHAIRMAN | 0.80 | Yes (X) | $0 | $0 | $0 | 3.20 | Yes (X) | |
| MARK H GALLOWAY | ||||||||
| SECRETARY | 0.80 | Yes (X) | $0 | $0 | $0 | 3.20 | Yes (X) | |
| RONALD S CAUGHRON | ||||||||
| TREASURER | 0.80 | Yes (X) | $0 | $0 | $0 | 3.20 | Yes (X) | |
| TODD LACY | ||||||||
| PRESIDENT | 32.00 | $440,666 | $0 | $30,215 | 8.00 | Yes (X) | ||
| J SCOTT JUDY | ||||||||
| CEO | 32.00 | $440,666 | $0 | $11,763 | 8.00 | Yes (X) | ||
| NATALIE TINSELY | ||||||||
| VP THERAPY SERVICES | 40.00 | $179,759 | $0 | $21,679 | Yes (X) | |||
| CONJUNA COLLIER | ||||||||
| VP QUALITY CLINICAL SERVICES | 40.00 | $196,365 | $0 | $496 | Yes (X) | |||
| KIMBERLY LEIS | ||||||||
| SR VP ACCOUNTING | 40.00 | $173,527 | $0 | $12,018 | Yes (X) | |||
| TRASEE WHITAKE | ||||||||
| VP HUMAN RESOURCES | 40.00 | $171,863 | $0 | $17,231 | Yes (X) | |||
| JANIE CUNNINGHAM | ||||||||
| ADMINISTRATOR - SHELBYVILLE | 40.00 | $144,751 | $0 | $16,352 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,747,597 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,754 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMS TEMPORARIES | |||||
| 1400 BROWNS LANE | LOUISVILLE | KY | 40207 | STAFFING AGENCY | $757,597 |
| NURSESTAT LLC | |||||
| 226 MORRIS DR | HARRODSBURG | KY | 40330 | STAFFING AGENCY | $343,508 |
| SHIFTKEY LLC | |||||
| PO BOX 735913 | DALLAS | TX | 75373 | STAFFING AGENCY | $294,628 |
| ACCURATE HEALTHCARE PROFESSIONALS | |||||
| 2221 BUECHEL AVENUE | LOUISVILLE | KY | 40218 | STAFFING AGENCY | $245,470 |
| LUSK MECHANICAL CONTRACTORS | |||||
| PO BOX 340 | MULDEAUGH | KY | 40155 | CONTRACTOR | $201,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $176,887 | FundraisingAmt |
| All Other Contributions | $1,415,868 | AllOtherContributionsAmt |
| Total Contributions | $1,592,755 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER ROOM & BOARD INCOME | 623000 | $18,411,895 | $18,411,895 |
| MEDICARE AND MEDICAID PAYMENTS | 623000 | $15,509,833 | $15,509,833 |
| MANAGEMENT FEES | 623000 | $755,015 | $755,015 |
| TENANT SERVICES | 623000 | $733,851 | $733,851 |
| DIALYSYS EQUIPEMENT RENTAL | 623000 | $105,973 | $105,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,516,567 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $412,387 | TotalRevenueColumnAmt |
| Exclusion | $412,387 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,752 | TotalRevenueColumnAmt |
| Exclusion | $12,752 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $328,813 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,089 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $320,724 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,724 | TotalRevenueColumnAmt |
| Exclusion | $320,724 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $506,854 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $506,854 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $506,854 | TotalRevenueColumnAmt |
| Exclusion | $506,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $64,298 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $176,887 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,902 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,604 | TotalRevenueColumnAmt |
| Exclusion | -$3,604 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FRESENIUS INVESTMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,997 | TotalRevenueColumnAmt |
| Exclusion | $82,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,997 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,441,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,516,567 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,332,110 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,311 | TotalAmt |
| Management And General | $923,311 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,575,778 | TotalAmt |
| Program Services | $14,090,653 | ProgramServicesAmt |
| Management And General | $6,215,129 | ManagementAndGeneralAmt |
| Fundraising | $269,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,152 | TotalAmt |
| Program Services | $135,756 | ProgramServicesAmt |
| Management And General | $164,338 | ManagementAndGeneralAmt |
| Fundraising | $10,058 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,466,797 | TotalAmt |
| Program Services | $1,491,606 | ProgramServicesAmt |
| Management And General | $931,629 | ManagementAndGeneralAmt |
| Fundraising | $43,562 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,553 | TotalAmt |
| Program Services | $1,100,736 | ProgramServicesAmt |
| Management And General | $500,684 | ManagementAndGeneralAmt |
| Fundraising | $20,133 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,815 | TotalAmt |
| Management And General | $438,815 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,437 | TotalAmt |
| Management And General | $75,437 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,986 | TotalAmt |
| Management And General | $90,986 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,893,922 | TotalAmt |
| Program Services | $2,131,162 | ProgramServicesAmt |
| Management And General | $762,563 | ManagementAndGeneralAmt |
| Fundraising | $197 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,017 | TotalAmt |
| Management And General | $360,262 | ManagementAndGeneralAmt |
| Fundraising | $24,755 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,378 | TotalAmt |
| Program Services | $754,270 | ProgramServicesAmt |
| Management And General | $353,777 | ManagementAndGeneralAmt |
| Fundraising | $19,331 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,090 | TotalAmt |
| Program Services | $538 | ProgramServicesAmt |
| Management And General | $343,511 | ManagementAndGeneralAmt |
| Fundraising | $41 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,166,946 | TotalAmt |
| Program Services | $1,057 | ProgramServicesAmt |
| Management And General | $2,145,905 | ManagementAndGeneralAmt |
| Fundraising | $19,984 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,960 | TotalAmt |
| Program Services | $1,331 | ProgramServicesAmt |
| Management And General | $135,450 | ManagementAndGeneralAmt |
| Fundraising | $15,179 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,814 | TotalAmt |
| Management And General | $18,502 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,793,945 | TotalAmt |
| Program Services | $2,514,550 | ProgramServicesAmt |
| Management And General | $279,395 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,393,987 | TotalAmt |
| Program Services | $3,954,588 | ProgramServicesAmt |
| Management And General | $439,399 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,164,109 | TotalAmt |
| Management And General | $2,164,109 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $1,703,860 | $1,703,860 | |
| OUTSIDE MEDICAL SERVICE | $1,478,207 | $80,396 | $1,397,811 |
| PATIENT FOOD | $1,373,229 | $1,373,229 | |
| PERSONAL SERVICES FOR R | $375,255 | $118,765 | $256,490 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,938,031 | TotalAmt |
| Program Services | $2,450,116 | ProgramServicesAmt |
| Management And General | -$5,618,388 | ManagementAndGeneralAmt |
| Fundraising | $230,241 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,935,517 | TotalAmt |
| Program Services | $31,653,893 | ProgramServicesAmt |
| Management And General | $12,627,835 | ManagementAndGeneralAmt |
| Fundraising | $653,789 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,088 | BOYAmt |
| EOY | $940,533 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,602 | BOYAmt |
| EOY | $132,352 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231,643 | BOYAmt |
| EOY | $6,546,507 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,588 | BOYAmt |
| EOY | $316,588 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,545 | BOYAmt |
| EOY | $853,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $108,497,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,552,322 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,977,207 | BOYAmt |
| EOY | $53,945,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,529,096 | BOYAmt |
| EOY | $15,630,636 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $803,801 | BOYAmt |
| EOY | $675,185 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,810 | BOYAmt |
| EOY | $221,607 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550,810 | BOYAmt |
| EOY | $1,085,212 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,737,867 | BOYAmt |
| EOY | $3,690,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,700,057 | BOYAmt |
| EOY | $84,037,735 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,594,783 | BOYAmt |
| EOY | $5,322,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,967 | BOYAmt |
| EOY | $574,839 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,222,847 | BOYAmt |
| EOY | $50,278,630 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,884,746 | BOYAmt |
| EOY | $1,193,008 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,379,984 | BOYAmt |
| EOY | $12,106,821 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,947,327 | BOYAmt |
| EOY | $69,475,664 | 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 | $21,519,659 | BOYAmt |
| EOY | $12,934,302 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,233,071 | BOYAmt |
| EOY | $1,627,769 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,752,730 | BOYAmt |
| EOY | $14,562,071 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,700,057 | BOYAmt |
| EOY | $84,037,735 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,494,085 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,945,459 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $248,885 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,501,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,031,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $979,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,592,755 | CurrentTaxYearAmt |
| Total | $6,840,590 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,501,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,031,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $979,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,592,755 | CurrentTaxYearAmt |
| Total | $6,840,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,011,688 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,828,902 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $947,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,026,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $574,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $652,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $753,952 | CurrentTaxYearAmt |
| Total | $3,954,465 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $238,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,678 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,295 | CurrentTaxYearAmt |
| Total | $934,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,729,851 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $181,623,834 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,835 | OtherCostOrOtherBasisAmt |
| Book Value | $105,835 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,432,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,642,864 | DepreciationAmt |
| Book Value | $48,789,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,672,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,842,955 | DepreciationAmt |
| Book Value | $2,829,719 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,287,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,066,503 | DepreciationAmt |
| Book Value | $2,220,550 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,945,497 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $10,859 |
| ACCRUED INTEREST PAYABLE | $378,809 |
| RESIDENT SECURITY DEPOSITS | $228,083 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $2,503,850 |
| DEFERRED RESIDENTS' FEES | $1,635,780 |
| DUE TO AFFILIATES | $5,392,494 |
| ACCRUED SETTLEMENT LIABILITY | $1,500,000 |
| LEASE LIABILITY | $456,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,106,821 | 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 ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 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 FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $67,280 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,519 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,761 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $32,407 | OtherDirectExpensesEvent1Amt |
| Event2 | SPROUTLINGS GOLF SCRAMBLE | Event2Nm |
| Gross Receipts Event2 | $173,905 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $132,368 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $41,537 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $35,495 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $241,185 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $176,887 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $64,298 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,902 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $67,902 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,604 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (7 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 | $433,466 | $0 | $0 | $0 | $7,200 | $0 | $12,141 | $0 | $18,074 | $0 | $470,881 | $0 | $0 | $0 |
| J SCOTT JUDY | ||||||||||||||
| CEO | $433,466 | $0 | $0 | $0 | $7,200 | $0 | $5,651 | $0 | $6,112 | $0 | $452,429 | $0 | $0 | $0 |
| NATALIE TINSELY | ||||||||||||||
| VP THERAPY SERVICES | $173,759 | $0 | $0 | $0 | $6,000 | $0 | $3,783 | $0 | $17,896 | $0 | $201,438 | $0 | $0 | $0 |
| CONJUNA COLLIER | ||||||||||||||
| VP QUALITY CLINICAL SERVICES | $190,365 | $0 | $0 | $0 | $6,000 | $0 | $0 | $0 | $496 | $0 | $196,861 | $0 | $0 | $0 |
| TRASEE WHITAKE | ||||||||||||||
| VP HUMAN RESOURCES | $167,063 | $0 | $0 | $0 | $4,800 | $0 | $5,883 | $0 | $11,348 | $0 | $189,094 | $0 | $0 | $0 |
| KIMBERLY LEIS | ||||||||||||||
| SR VP ACCOUNTING | $173,527 | $0 | $0 | $0 | $0 | $0 | $6,099 | $0 | $5,919 | $0 | $185,545 | $0 | $0 | $0 |
| JANIE CUNNINGHAM | ||||||||||||||
| ADMINISTRATOR - SHELBYVILLE | $144,751 | $0 | $0 | $0 | $0 | $0 | $5,022 | $0 | $11,330 | $0 | $161,103 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY | ||||||||
| A | 610600439 | 49126TAK8 | 2012-10-31 | $49,531,004 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 |
| LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT KENTUCKY | ||||||||
| B | 320049006 | 2022-11-17 | $8,952,833 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,163,273 | $49,531,004 | $3,257,037 | $990,620 | $2,184,188 | $41,702,316 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $8,952,833 | $178,292 | 2022 | Yes (1) | Yes (1) | 0 | Yes (1) | $8,746,120 | $587 |
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 | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.02300 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.02300 | TotalPrivateBusinessUsePct |
| 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 (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| OLD NATIONAL BANK | ||||||||||||
| B | 0 | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | 7.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MASONIC HOMES OF KENTUCKY, INC. MEMBERS CONSIST OF LIFE, LODGE, ASSOCIATE, AND HONORARY MEMBERS. THE MEMBERS ELECT DIRECTORS IN ACCORDANCE WITH THE BYLAWS AND CONDUCT REGULAR BUSINESS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL CONSIST OF TWENTY-ONE (21) MEMBERS, FIFTEEN (15) OF WHOM SHALL BE ELECTED BY THE MEMBERS FROM THE LIST OF LIFE MEMBERS AND SIX (6) OF WHOM SHALL BE GRAND MASTER, DEPUTY GRAND MASTER, GRAND SENIOR WARDEN, GRAND JUNIOR WARDEN, GRAND TREASURER, AND GRAND SECRETARY OF THE GRAND LODGE OF KENTUCKY, F & AM, WHO SHALL BE EX-OFFICIO MEMBERS WITH FULL VOTING PRIVILEGES. THE BOARD OF DIRECTORS MAY FILL ANY VACANCIES STATED HEREIN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS REVIEWED BY INTERNAL MANAGEMENT AND A COPY OF THE RETURN WAS 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 B, LINE 15 | FOR 2018 A CONSULTANT PERFORMED AN INDEPENDENT ANALYSIS ON THE CFO, COO, AND CEO. THE FINANCE COMMITTEE USES THIS INFORMATION TO DOCUMENT AND APPROVE THE SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANACIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | APPRECIATION ON INVESTMENTS HELD FOR OTHERS -18,328. CHANGE IN FAIR VALUE OF BENEFICIAL INTERESTS 267,213. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | MASONIC HOMES OF KENTUCKY INC | Yes (1) |
| MASONIC HOMES INDEPENDENT LIVING II INC | ||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 273168105 | PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES | KY | 501 (C) (3) | LINE 10 | MASONIC HOMES OF KENTUCKY INC | Yes (1) |
| MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC | ||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 273248085 | PROVIDES DAYCARE AND PRESCHOOL SERVICES. | KY | 501 (C) (3) | LINE 10 | MASONIC HOMES OF KENTUCKY INC | Yes (1) |
| MASONIC HOMES COMMUNITY BASED SERVICES INC | ||||||||||
| 330 MASONIC HOME DRIVE | MASONIC HOME | KY | 40041 | 273248199 | PROVIDES SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. | KY | 501 (C) (3) | LINE 7 | MASONIC HOMES OF KENTUCKY INC | Yes (1) |
| 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| MASONIC RETIREMENT VILLAGE OF TAYLOR MILL | |
| Q | $260,951 |
| MASONIC RETIREMENT VILLAGE OF TAYLOR MILL | |
| R | $2,500,342 |
| MASONIC HOMES INDEPENDENT LIVING II | |
| Q | $6,932,119 |
| MASONIC HOMES INDEPENDENT LIVING II | |
| S | $8,830,552 |
| MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE | |
| Q | $1,631,130 |
| MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE | |
| R | $308,273 |
| MASONIC HOMES COMMUNITY BASED SERVICES | |
| Q | $156,018 |
| MASONIC HOMES COMMUNITY BASED SERVICES | |
| R | $628,776 |
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