2022-12-07T14:24:21-06:00 2021-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 210634536 MASONIC CHARITY FOUNDATION OF NEW JERSEY MASO 6092393900 902 JACKSONVILLE ROAD BURLINGTON NJ 080163896 NICHOLE CADAVERO DIRECTOR OF FINANCE 6092393900 2022-12-02 1 NICHOLE CADAVERO 999009999 KERRI N BOGDA CPA P00760402 7177404863 2022-12-02 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KEITH A HERMAN 902 JACKSONVILLE ROAD BURLINGTON NJ 080163896 60282912 0 X WWW.NJMASONIC.ORG X 1898 NJ PROVIDE NURSING CARE, RETIREMENT LIVING, & HOSPICE SVCS. ADMINISTER FUNDS FOR HEALTHCARE. 16 16 532 16 0 0 6607354 7924736 28960002 30503895 2391087 4779122 368887 106265 38327330 43314018 244846 0 0 0 19843239 19808635 0 0 0 25527604 25689058 45615689 45497693 -7288359 -2183675 178956530 172221934 113484128 104381282 65472402 67840652 X THE MASONIC CHARITY FOUNDATION OF NEW JERSEY (THE "FOUNDATION OR "HOME"), INCORPORATED IN 1930, IS A NONPROFIT CORPORATION.CONTINUED ON "SCHEDULE O".THE FOUNDATION DELIVERS PERSONALIZED SERVICES AND COMPASSIONATE CARE, INSPIRED BY THE SPIRIT, IDEALS, AND VALUES OF FREEMASONRY, TO PROMOTE THE HIGHEST QUALITY OF LIFE FOR FREEMASONS, FAMILIES, AND OTHERS IN THE COMMUNITY THROUGH RETIREMENT LIVING, HEALTHCARE SERVICES, AND HOSPICE SERVICES. THE GENERAL OPERATIONS OF THE FOUNDATION ALSO INCLUDE RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT, AND RETIREMENT SERVICES. 0 0 38984185 0 30503895 THE FOUNDATION PROVIDES SENIOR HOUSING AND HEALTHCARE SERVICES THROUGH SEVERAL AREAS OF RETIREMENT SETTINGS; RETIREMENT LIVING APARTMENTS AND COTTAGES, ASSISTED (COMPREHENSIVE PERSONAL CARE) LIVING, LONG TERM NURSING SERVICES, SHORT TERM REHABILITATION, AND RESPITE CARE. IN ADDITION, THE FOUNDATION PROVIDES SUPPORT THROUGH HOSPICE (END-OF-LIFE) CARE SERVICES.THE FOUNDATION PROVIDES NURSING CARE, PERSONAL CARE, RETIREMENT LIVING AND HOSPICE SERVICES TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS COST OF PROVIDING CARE. THE LEVEL OF BENEVOLENT CARE PROVIDED BY THE FOUNDATION, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE CHARGES FOR PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, WAS APPROXIMATELY $317,000 IN 2021. 38984185 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 532 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NJ X NICHOLE CADAVERO DIRECTOR OF FINAN 6092393900 902 JACKSONVILLE ROAD BURLINGTON NJ 080163896 ROBERT V MONACELLI CHAIRMAN 3.00 X X 0 0 0 KEITH A HERMAN PRESIDENT 3.00 X X 0 0 0 BRIAN HARTEL VICE PRESIDENT 3.00 X X 0 0 0 BRIAN K MANDEL TREASURER 3.00 X X 0 0 0 ROBERT J SHERIDAN BOARD SECRETARY 3.00 X X 0 0 0 GREGORY J SCOTT TRUSTEE 3.00 X 0 0 0 ROGER QUINTANA TRUSTEE 3.00 X 0 0 0 DAVID TUCKER TRUSTEE 3.00 X 0 0 0 DAVID A DORWORTH TRUSTEE 3.00 X 0 0 0 LEONARD VANDER HORN TRUSTEE 3.00 X 0 0 0 GARY J OLSEN TRUSTEE 3.00 X 0 0 0 BRUCE S GRAHAM TRUSTEE 3.00 X 0 0 0 WILLIAM J VONDERHEIDE TRUSTEE 3.00 X 0 0 0 ELLIS JACOBS TRUSTEE 3.00 X 0 0 0 MICHAEL PASTUZYN TRUSTEE 3.00 X 0 0 0 JEREMIAH H PHILLIPS TRUSTEE 3.00 X 0 0 0 CARL TARBELL EXECUTIVE DIRECTOR 40.00 X 0 0 0 PATRICIA GRIECO DIRECTOR OF FINANCE (UNTIL 07/21) 40.00 X 104528 0 3859 NICHOLE CADAVERO DIRECTOR OF FINANCE (BEG. 10/21) 40.00 X 24241 0 0 CINDY SHEMANSKY ADMINISTRATOR 40.00 X 144556 0 16390 CHRISTOPHER ABBOTT DIRECTOR OF DEVELOPMENT 40.00 X 146150 0 10024 CHERYL RAHILLY DIRECTOR OF NURSING 40.00 X 131169 0 2190 MARIA LIMA-HENRIQUES REGISTERED NURSE 40.00 X 122757 0 14397 DEBORAH CURTIS REGISTERED NURSE 40.00 X 114235 0 14135 787636 0 60995 9 0 1 0 0 95241 4099807 3729688 7924736 NET RESIDENT SERVICES 812900 30503895 30503895 30503895 1484244 1484244 20263772 16968894 3294878 3294878 3294878 CAFETERIA/VENDING 900099 58209 58209 LAUNDRY 900099 7800 7800 MAINTENANCE 900099 3094 3094 37162 37162 106265 43314018 30503895 0 4885387 104528 104528 15893768 14522820 1370948 566293 468607 97686 1451942 1198340 253602 1792104 1173820 618284 1551697 1551697 316235 316235 109927 109927 1789457 1218639 570818 213060 213060 661547 300290 361257 767985 242137 525848 3018782 3018782 88458 32886 55572 69052 10291 58761 3686681 3686681 6407894 6407894 991607 991607 FOOD & BEVERAGE 2239465 2239465 BAD DEBT EXPENSE 1270573 1270573 MEDICAL EXPENSES 1101778 1101778 REPAIRS & MAINTENANCE 821580 817859 3721 583280 281716 301564 45497693 38984185 6513508 0 780068 1945 1578256 382434 20812 20812 1366057 3380409 1258765 906208 108330 107000 582565 190611 197499080 99446244 103397520 98052836 41312392 42758539 17836445 15685192 10715320 10735948 178956530 172221934 3571981 3481658 9046639 10528608 82009567 80899482 110380 65518 525000 4010070 14210491 9406016 113484128 104381282 X 30581382 30205664 34891020 37634988 65472402 67840652 178956530 172221934 X -2183675 2307745 2244180 X 0 1 X 1 0 X 3494751 3987634 5496006 6607354 7924736 27510481 3494751 3987634 5496006 6607354 7924736 27510481 4982988 22527493 1050887 1614226 856698 1190321 1484244 6196376 549342 323110 282570 363010 106265 1624297 35331154 138878621 0.63760 0.55420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 549,342. 2018 AMOUNT: $ 323,110. 2019 AMOUNT: $ 282,570. 2020 AMOUNT: $ 363,010. 2021 AMOUNT: $ 106,265. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 50249906 2367095 3002093 10203162 45415932 44603978 1968691 4340501 663264 50249906 43610334 1738397 6250031 6994784 44603978 56248632 815276 -2543820 10909754 43610334 58253895 1475901 8710105 12191269 56248632 0.35297 0.43468 0.21233 0 0 5909617 5909617 173522961 85081457 88441504 15102818 7084885 8017933 2963684 7279902 -4316218 98052836 ALTERNATIVE INVESTMENTS 15685192 F 15685192 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6864826 RESIDENTS' ASSETS HELD 45582 OTHER RECEIVABLES 390565 ACCRUED INVESTMENT INCOME 19425 OTHER LIMITED ASSETS 532897 ASSETS LIMITED UNDER TRUST INDENTURE 2861727 ENTRANCE FEE & APARTMENT DEPOSITS 20926 10735948 ACCRUED PENSION 1759432 THIRD PARTY PAYOR SETTLEMENTS 206466 ENTRANCE FEE - REFUNDABLE 6262063 DEFERRED GIFT PLANS SUPPORT 1178055 9406016 48105943 2307745 240000 2244180 4791925 43314018 0 43314018 45737693 240000 240000 45497693 0 45497693 PART IV, LINE 2B: THE FOUNDATION HOLDS BOTH ENTRANCE FEE DEPOSITS AND APARTMENT DEPOSITS AS CUSTODIAN FOR RESIDENTS. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE ORGANIZATION AND ITS RESIDENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 450,545. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 94,431. PENSION LIABILITY ADJUSTMENT 2,829,770. NET ASSETS RELEASED FROM RESTRICTIONS -1,151,879. CHANGE IN CHARITABLE GIFT ANNUITIES 21,313. 0 0 0 0 0 0 0 0 0 CINDY SHEMANSKY ADMINISTRATOR 144556 0 0 0 0 0 5135 0 11255 0 160946 0 0 0 CHRISTOPHER ABBOTT DIRECTOR OF DEVELOPMENT 146150 0 0 0 0 0 4248 0 5776 0 156174 0 0 0 PART I, LINE 3 THE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTOR EMPLOYED BY ASHLAR CREATIVE SOLUTIONS, LLC IS REVIEWED BY ITS CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 64577HTA9 2017-12-12 50125000 SEE PART VI 0 0 0 B BURLINGTON COUNTY BRIDGE COMMISSION (SERIES A) 216000402 121649AB3 2019-12-16 33325000 SEE PART VI 0 0 0 A 1465000 50125000 2674812 960592 47568382 2017 1 0 1 1 B 90000 33325000 666355 32658645 2019 0 1 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY (F) DESCRIPTION OF PURPOSE: TO REFUND THE LINE OF CREDIT, CONSTRUCTION LOAN & SERIES 2014 BONDS (A) ISSUER NAME: BURLINGTON COUNTY BRIDGE COMMISSION (SERIES A) (F) DESCRIPTION OF PURPOSE: TO REFUND TAXABLE SERIES 2017 BONDS FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS A MASTER SERVICES AGREEMENT WITH ASHLAR CREATIVE SOLUTIONS, LLC TO PROVIDE MANAGEMENT SERVICES TO THE FOUNDATION. AS AN EMPLOYEE OF ASHLAR, EXECUTIVE DIRECTOR, CARL TARBELL, SERVES AS THE ONSITE REPRESENTATIVE TO THE FOUNDATION. HIS COMPENSATION IS INCLUDED IN THE MANAGEMENT FEE PAID TO ASHLAR. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS OF THE GRAND LODGE OF THE MOST ANCIENT AND HONORABLE SOCIETY OF FREE AND ACCEPTED MASONS FOR THE STATE OF NEW JERSEY IN GOOD STANDING SHALL BE CONSIDERED MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS MAY ELECT THOSE WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY MANAGEMENT BEFORE BEING PRESENTED TO THE OVERSIGHT (FINANCE) COMMITTEE. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE GOVERNING BODY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE COMMITTEE MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICTS OF INTEREST THAT MAY IMPACT THE ORGANIZATION. EACH TRUSTEE SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTOR EMPLOYED BY ASHLAR CREATIVE SOLUTIONS, LLC IS REVIEWED BY ITS CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE HUMAN RESOURCES DEPARTMENT UPON HIRING USING INDUSTRY AND GEOGRAPHIC SPECIFIC SALARY DATA. ON AN ANNUAL BASIS, ANY COMPENSATION INCREASES ARE DETERMINED BY HR AND APPROVED ON AN OVERALL BASIS BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 MASONIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 450,545. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 94,431. PENSION LIABILITY ADJUSTMENT 2,829,770. NET ASSETS RELEASED FROM RESTRICTIONS -1,151,879. CHANGE IN CHARITABLE GIFT ANNUITIES 21,313. GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ 100 BARRACKS STREET TRENTON NJ 08608 210454866 FRATERNAL ORGANIZATION NJ 501(C)(10) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0