2023-11-08T13:19:32-06:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 101 S FIFTH STREET SUITE 2100 LOUISVILLE KY 40202 990 2022-01-01 610458374 MASONIC HOMES OF KENTUCKY INC MASO 5028974910 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 KIMBERLY LEIS SR VP ACCOUNTING 5028974910 2023-10-27 1 KIMBERLY LEIS 999009999 0 LEE GROZA P00034644 5027491900 2023-10-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD LACY 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 38517423 0 X WWW.MASONICHOMESKY.ORG X 1949 KY PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 21 21 742 0 0 0 979883 1592755 38474141 35516567 3628201 919241 502193 412869 43584418 38441432 5000 0 0 0 25195872 25897591 0 0 653789 19913767 19037926 45114639 44935517 -1530221 -6494085 92700057 84037735 67947327 69475664 24752730 14562071 X PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 0 0 19308875 16370821 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. 8230012 18411895 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. 3165389 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. 949617 733851 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. 949617 733851 31653893 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 118 0 1 742 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X TODD LACY 5027538800 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 WILLIAM CANNON DIRECTOR 0.80 X 0 0 0 JIM DECEASRE DIRECTOR 0.80 X 0 0 0 GEARY LAIRD DIRECTOR 0.80 X 0 0 0 JOE FLOWERS DIRECTOR 0.80 X 0 0 0 TIMOTHY SANDER DIRECTOR 0.80 X 0 0 0 RICHARD SHORT DIRECTOR 0.80 X 0 0 0 JAMES GIBSON DIRECTOR 0.80 X 0 0 0 WILLIAM C PERRY DIRECTOR 0.80 X 0 0 0 WILLIAM D VINSON DIRECTOR 0.80 X 0 0 0 DONALD YANKEE DIRECTOR 0.80 X 0 0 0 DARRON WILSON DIRECTOR 0.80 X 0 0 0 W MICHAEL YOUNT DIRECTOR 0.80 X 0 0 0 WENDELL LITTLEFIELD DIRECTOR 0.80 X 0 0 0 F KEITH DREIER DIRECTOR 0.80 X 0 0 0 MITCHELL MAY DIRECTOR 0.80 X 0 0 0 ROBERT GRIGGS DIRECTOR 0.80 X 0 0 0 CHRIS STOUT DIRECTOR 0.80 X 0 0 0 HAROLD E ARMSTRONG CHAIRMAN 0.80 3.20 X X 0 0 0 TERRY L BOWMAN VICE-CHAIRMAN 0.80 3.20 X X 0 0 0 MARK H GALLOWAY SECRETARY 0.80 3.20 X X 0 0 0 RONALD S CAUGHRON TREASURER 0.80 3.20 X X 0 0 0 TODD LACY PRESIDENT 32.00 8.00 X 440666 0 30215 J SCOTT JUDY CEO 32.00 8.00 X 440666 0 11763 NATALIE TINSELY VP THERAPY SERVICES 40.00 X 179759 0 21679 CONJUNA COLLIER VP QUALITY CLINICAL SERVICES 40.00 X 196365 0 496 KIMBERLY LEIS SR VP ACCOUNTING 40.00 X 173527 0 12018 TRASEE WHITAKE VP HUMAN RESOURCES 40.00 X 171863 0 17231 JANIE CUNNINGHAM ADMINISTRATOR - SHELBYVILLE 40.00 X 144751 0 16352 1747597 0 109754 24 0 1 0 AMS TEMPORARIES 1400 BROWNS LANE LOUISVILLE KY 40207 STAFFING AGENCY 757597 NURSESTAT LLC 226 MORRIS DR HARRODSBURG KY 40330 STAFFING AGENCY 343508 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY 294628 ACCURATE HEALTHCARE PROFESSIONALS 2221 BUECHEL AVENUE LOUISVILLE KY 40218 STAFFING AGENCY 245470 LUSK MECHANICAL CONTRACTORS PO BOX 340 MULDEAUGH KY 40155 CONTRACTOR 201193 9 176887 1415868 1592755 OTHER ROOM & BOARD INCOME 623000 18411895 18411895 MEDICARE AND MEDICAID PAYMENTS 623000 15509833 15509833 MANAGEMENT FEES 623000 755015 755015 TENANT SERVICES 623000 733851 733851 DIALYSYS EQUIPEMENT RENTAL 623000 105973 105973 35516567 412387 412387 12752 12752 328813 8089 320724 320724 320724 506854 0 506854 506854 506854 64298 176887 67902 -3604 -3604 FRESENIUS INVESTMENT 900099 82997 82997 82997 38441432 35516567 0 1332110 923311 923311 20575778 14090653 6215129 269996 310152 135756 164338 10058 2466797 1491606 931629 43562 1621553 1100736 500684 20133 438815 438815 75437 75437 90986 90986 2893922 2131162 762563 197 385017 360262 24755 1127378 754270 353777 19331 344090 538 343511 41 2166946 1057 2145905 19984 151960 1331 135450 15179 18814 18502 312 2793945 2514550 279395 4393987 3954588 439399 2164109 2164109 BAD DEBT EXPENSE 1703860 1703860 OUTSIDE MEDICAL SERVICE 1478207 1397811 80396 PATIENT FOOD 1373229 1373229 PERSONAL SERVICES FOR R 375255 256490 118765 -2938031 2450116 -5618388 230241 44935517 31653893 12627835 653789 598088 940533 83602 132352 6231643 6546507 345588 316588 570545 853251 108497819 54552322 56977207 53945497 21529096 15630636 803801 675185 271810 221607 1550810 1085212 3737867 3690367 92700057 84037735 4594783 5322366 1864967 574839 44222847 50278630 7884746 1193008 9379984 12106821 67947327 69475664 X 21519659 12934302 3233071 1627769 24752730 14562071 92700057 84037735 X -6494085 -3945459 248885 X X 0 1 X 1 0 X 1501838 2031105 735009 979883 1592755 6840590 1501838 2031105 735009 979883 1592755 6840590 1011688 5828902 947769 1026245 574352 652147 753952 3954465 254657 238350 92816 201678 147295 934796 11729851 181623834 0.49690 0.52730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105835 105835 92432257 43642864 48789393 9672674 6842955 2829719 6287053 4066503 2220550 53945497 ANNUITY PAYABLE 10859 ACCRUED INTEREST PAYABLE 378809 RESIDENT SECURITY DEPOSITS 228083 REFUNDABLE ENTRANCE FEES AND DEPOSITS 2503850 DEFERRED RESIDENTS' FEES 1635780 DUE TO AFFILIATES 5392494 ACCRUED SETTLEMENT LIABILITY 1500000 LEASE LIABILITY 456946 12106821 X PART X, LINE 2: 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. GALA 67280 44519 22761 32407 SPROUTLINGS GOLF SCRAMBLE 173905 132368 41537 35495 241185 176887 64298 67902 67902 -3604 X X X X X X 0 0 0 0 0 0 0 0 0 TODD LACY PRESIDENT 433466 0 0 0 7200 0 12141 0 18074 0 470881 0 0 0 J SCOTT JUDY CEO 433466 0 0 0 7200 0 5651 0 6112 0 452429 0 0 0 NATALIE TINSELY VP THERAPY SERVICES 173759 0 0 0 6000 0 3783 0 17896 0 201438 0 0 0 CONJUNA COLLIER VP QUALITY CLINICAL SERVICES 190365 0 0 0 6000 0 0 0 496 0 196861 0 0 0 TRASEE WHITAKE VP HUMAN RESOURCES 167063 0 0 0 4800 0 5883 0 11348 0 189094 0 0 0 KIMBERLY LEIS SR VP ACCOUNTING 173527 0 0 0 0 0 6099 0 5919 0 185545 0 0 0 JANIE CUNNINGHAM ADMINISTRATOR - SHELBYVILLE 144751 0 0 0 0 0 5022 0 11330 0 161103 0 0 0 A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 610600439 49126TAK8 2012-10-31 49531004 CAPITAL IMPROVEMENTS 0 0 0 B LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT KENTUCKY 320049006 2022-11-17 8952833 CAPITAL IMPROVEMENTS 0 0 0 A 7163273 49531004 3257037 990620 2184188 41702316 2012 1 0 1 1 B 8952833 8746120 178292 587 2022 1 1 0 1 A 0 1 0 0 0.02300 0.02300 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 0 0 1 OLD NATIONAL BANK 7.000000000000 0 0 0 0 1 A 1 B 1 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. 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 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 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 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 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL Q 260951 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL R 2500342 MASONIC HOMES INDEPENDENT LIVING II Q 6932119 MASONIC HOMES INDEPENDENT LIVING II S 8830552 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE Q 1631130 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE R 308273 MASONIC HOMES COMMUNITY BASED SERVICES Q 156018 MASONIC HOMES COMMUNITY BASED SERVICES R 628776