MASONIC HOME OF VIRGINIA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF VIRGINIA (EIN 54-0541802)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-26
- IRS object ID
- 202121169349301607
- Schema version
- 2020v4.1
- 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 | 2021-04-26T17:19:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540541802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME OF VIRGINIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 8042221694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1Txt |
| City | HENRICO | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN SWANSON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8042221694 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARREN | PersonFirstNm |
| Person Last | SWANSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WARREN SWANSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1Txt |
| City | HENRICO | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,784,994 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAHOVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A CARING HIGH QUALITY RETIREMENT COMMUNITY AND NEEDED IN-HOME CARE TO VIRGINIA MASONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 252 | TotalEmployeeCnt |
| Total Volunteers | 96 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,180,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,807,370 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,118,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,168,180 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,553,387 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,584,810 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,915 | PYOtherRevenueAmt |
| CY Other Revenue | $29,484 | CYOtherRevenueAmt |
| PY Total Revenue | $10,898,760 | PYTotalRevenueAmt |
| CY Total Revenue | $11,589,844 | 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 | $8,909,259 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,874,219 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $223,420 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,035,543 | PYOtherExpensesAmt |
| CY Other Expenses | $4,523,226 | CYOtherExpensesAmt |
| PY Total Expenses | $13,944,802 | PYTotalExpensesAmt |
| CY Total Expenses | $13,397,445 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,046,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,807,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,730,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,170,437 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,357,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,068,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,373,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,102,264 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STRATEGIC OBJECTIVE ONE: WITHOUT REGARD FOR THEIR ABILITY TO PAY, TO ALWAYS PROVIDE ANY ELIGIBLE MASON, HIS WIFE, OR WIDOW WITH A QUALITY CONTINUING CARE RETIREMENT COMMUNITY IN A COST EFFECTIVE MANNER CONSISTENT WITH THE PRINCIPLES OF MASONIC RELIEF. STRATEGIC OBJECTIVE TWO: TO PROVIDE OR TO MAKE AVAILABLE TO ANY ELIGIBLE MASON, HIS WIFE, OR WIDOW NECESSARY IN-HOME ASSISTANCE AND CARE IN A COST EFFECTIVE MANNER.STRATEGIC OBJECTIVE THREE: TO REMAIN FINANCIALLY VIABLE IN SUPPORT OF A MASONS-AND-THEIR-RELATIVES ONLY FOCUS AS LONG AS POSSIBLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,646,960 | ExpenseAmt |
| Revenue | $7,168,180 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES RETIREMENT, HEALTHCARE, AND NURSING FACILITIES FOR APPROXIMATELY 170 RESIDENTS. THE HOME PROVIDES CARE FOR LIFE TO RESIDENTS USING GIFTS AND INCOME FROM INSITUTIONAL GRANTS. | Desc |
| Total Program Service Expenses | $11,646,960 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | TaxExemptBondsInd |
| 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 | 0 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 252 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042221694 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1Txt |
| City | HENRICO | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS V JONES | |||||||
| GRAND MASTER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W GOLLADAY JR | |||||||
| DEPUTY GRAND MASTER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD E STREHLE | |||||||
| GRAND SENIOR WARDEN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK K LEWIS | |||||||
| GRAND JUNIOR WARDEN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAMBROS G DELIGAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY B HENDERSON JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES F DICKERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIS T LUSCOMB III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN W MCGOWAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND D STEELE | |||||||
| GRAND HIGH PRIEST | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MCCLELLAN | |||||||
| GRAND COMMANDER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL M JONES | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANK L WRIGHT JR | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHELDON B RICHMAN | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GINO WILLIAMS | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALAN W ADKINS | |||||||
| DEPUTY SCOTTISH RITE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE B HAGEN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $216,861 | $0 | $44,876 | Yes (X) | ||
| WARREN SWANSON | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $127,753 | $0 | $37,652 | Yes (X) | ||
| ROBERT ADKINS | |||||||
| SENIOR ADMINISTRATOR | 40.00 | $145,983 | $0 | $24,198 | Yes (X) | ||
| REGINA PETTAWAY | |||||||
| DIRECTOR OF NURSING | 40.00 | $124,605 | $0 | $17,380 | Yes (X) | ||
| BARBARA RAMIREZ | |||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | $112,789 | $0 | $26,035 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $727,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON'S | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICE CONTRACT | $949,407 |
| EVANS CONSTRUCTION CO | |||||
| PO BOX 159 | SANDSTON | VA | 23150 | CONSTRUCTION SERVICES | $228,785 |
| CHAMBERLAIN MECHANICAL SERVICE INC | |||||
| PO BOX 247 | MECHANICSVILE | VA | 23111 | MECHANICAL | $227,383 |
| MEDLINE INDUSTRIES | |||||
| BOX 382075 | PITTSBURGH | PA | 15251 | MEDICAL SUPPLIES | $113,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $62,002 | GovernmentGrantsAmt |
| All Other Contributions | $2,745,368 | AllOtherContributionsAmt |
| Noncash Contributions | $118 | NoncashContributionsAmt |
| Total Contributions | $2,807,370 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MASONIC HOME RESIDENTS | 623000 | $7,059,243 | $7,059,243 |
| OTHER RESIDENT SERVICES | 812900 | $108,937 | $108,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,168,180 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $549,797 | TotalRevenueColumnAmt |
| Exclusion | $549,797 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,494 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,494 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,494 | TotalRevenueColumnAmt |
| Exclusion | $30,494 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,227,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $192,732 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,227,745 | SecuritiesAmt |
| Other | -$192,732 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,035,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$192,732 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,227,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,408 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,418 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,010 | TotalRevenueColumnAmt |
| Exclusion | -$1,010 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,589,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,975,448 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,807,026 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,133 | TotalAmt |
| Program Services | $763,975 | ProgramServicesAmt |
| Management And General | $96,595 | ManagementAndGeneralAmt |
| Fundraising | $17,563 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,294,272 | TotalAmt |
| Program Services | $5,341,763 | ProgramServicesAmt |
| Management And General | $824,759 | ManagementAndGeneralAmt |
| Fundraising | $127,750 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,721 | TotalAmt |
| Program Services | $156,671 | ProgramServicesAmt |
| Management And General | $30,085 | ManagementAndGeneralAmt |
| Fundraising | $4,965 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,023 | TotalAmt |
| Program Services | $823,898 | ProgramServicesAmt |
| Management And General | $98,356 | ManagementAndGeneralAmt |
| Fundraising | $7,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,070 | TotalAmt |
| Program Services | $505,716 | ProgramServicesAmt |
| Management And General | $63,350 | ManagementAndGeneralAmt |
| Fundraising | $11,004 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,611 | TotalAmt |
| Program Services | $46,987 | ProgramServicesAmt |
| Management And General | $7,926 | ManagementAndGeneralAmt |
| Fundraising | $1,698 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,238 | TotalAmt |
| Program Services | $33,398 | ProgramServicesAmt |
| Management And General | $5,633 | ManagementAndGeneralAmt |
| Fundraising | $1,207 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,134 | TotalAmt |
| Management And General | $68,134 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,700 | TotalAmt |
| Program Services | $201,935 | ProgramServicesAmt |
| Management And General | $20,955 | ManagementAndGeneralAmt |
| Fundraising | $3,810 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,681 | TotalAmt |
| Program Services | $100,602 | ProgramServicesAmt |
| Fundraising | $5,079 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,248 | TotalAmt |
| Program Services | $24,729 | ProgramServicesAmt |
| Management And General | $82,887 | ManagementAndGeneralAmt |
| Fundraising | $32,632 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,393 | TotalAmt |
| Program Services | $369,393 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,817 | TotalAmt |
| Program Services | $1,201 | ProgramServicesAmt |
| Management And General | $9,679 | ManagementAndGeneralAmt |
| Fundraising | $937 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,981 | TotalAmt |
| Program Services | $1,066,981 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,786 | TotalAmt |
| Program Services | $223,922 | ProgramServicesAmt |
| Management And General | $37,770 | ManagementAndGeneralAmt |
| Fundraising | $8,094 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $791,589 | $790,488 | $1,101 | |
| RESIDENT MEDICAL | $623,063 | $623,063 | ||
| OTHER EXPENSES | $305,504 | $137,920 | $166,937 | $647 |
| EQUIPMENT LEASE & MAINT | $221,255 | $209,594 | $11,661 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,226 | TotalAmt |
| Program Services | $224,724 | ProgramServicesAmt |
| Management And General | $1,237 | ManagementAndGeneralAmt |
| Fundraising | $265 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,397,445 | TotalAmt |
| Program Services | $11,646,960 | ProgramServicesAmt |
| Management And General | $1,527,065 | ManagementAndGeneralAmt |
| Fundraising | $223,420 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,098 | BOYAmt |
| EOY | $731,100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,957 | BOYAmt |
| EOY | $789,294 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,174 | BOYAmt |
| EOY | $229,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,806,160 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,609,467 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,825,247 | BOYAmt |
| EOY | $16,196,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,169,254 | BOYAmt |
| EOY | $29,339,342 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,246,643 | BOYAmt |
| EOY | $32,168,584 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,547,419 | BOYAmt |
| EOY | $7,715,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,730,792 | BOYAmt |
| EOY | $87,170,437 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,657,400 | BOYAmt |
| EOY | $1,413,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,129,173 | BOYAmt |
| EOY | $5,034,859 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,000 | BOYAmt |
| EOY | $45,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,696 | BOYAmt |
| EOY | $1,574,495 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,357,269 | BOYAmt |
| EOY | $8,068,173 | 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 | $66,630,949 | BOYAmt |
| EOY | $68,623,906 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,742,574 | BOYAmt |
| EOY | $10,478,358 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,373,523 | BOYAmt |
| EOY | $79,102,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,730,792 | BOYAmt |
| EOY | $87,170,437 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,807,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,586,850 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $949,492 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,590,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,212,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,180,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,807,310 | CurrentTaxYearAmt |
| Total | $9,684,784 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,893,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,212,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,180,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,807,310 | CurrentTaxYearAmt |
| Total | $9,684,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $9,684,784 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $824,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $854,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,150,151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $776,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $580,291 | CurrentTaxYearAmt |
| Total | $4,186,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,871,282 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $29,733,606 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67300 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $1,016,779 | BeginningBalanceAmt |
| Additions During Year | $236,285 | AdditionsDuringYearAmt |
| Distributions During Year | $485,050 | DistributionsDuringYearAmt |
| Ending Balance | $768,014 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,691,060 | BeginningYearBalanceAmt |
| Contributions | $154,553 | ContributionsAmt |
| Investment Earnings Or Losses | $5,364,392 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,048,650 | OtherExpendituresAmt |
| Administrative Expenses | $60,903 | AdministrativeExpensesAmt |
| End Year Balance | $60,100,452 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,000,436 | BeginningYearBalanceAmt |
| Contributions | $353,148 | ContributionsAmt |
| Investment Earnings Or Losses | $7,616,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,194,355 | OtherExpendituresAmt |
| Administrative Expenses | $84,493 | AdministrativeExpensesAmt |
| End Year Balance | $57,691,060 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,151,757 | BeginningYearBalanceAmt |
| Contributions | $58,654 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,996,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,122,261 | OtherExpendituresAmt |
| Administrative Expenses | $91,393 | AdministrativeExpensesAmt |
| End Year Balance | $55,000,436 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,668,868 | BeginningYearBalanceAmt |
| Contributions | $55,404 | ContributionsAmt |
| Investment Earnings Or Losses | $7,427,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,891,842 | OtherExpendituresAmt |
| Administrative Expenses | $108,562 | AdministrativeExpensesAmt |
| End Year Balance | $64,151,757 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,761,022 | BeginningYearBalanceAmt |
| Contributions | $68,671 | ContributionsAmt |
| Investment Earnings Or Losses | $4,832,846 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,890,301 | OtherExpendituresAmt |
| Administrative Expenses | $103,370 | AdministrativeExpensesAmt |
| End Year Balance | $60,668,868 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04410 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $63,099 | InvestmentCostOrOtherBasisAmt |
| Book Value | $63,099 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $34,012,104 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $19,359,601 | DepreciationAmt |
| Book Value | $14,652,503 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,502,437 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,626,481 | DepreciationAmt |
| Book Value | $875,956 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,228,520 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,623,385 | DepreciationAmt |
| Book Value | $605,135 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,196,693 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT PARTNERSHIPS | $30,312,226 | F |
| ASSETS HELD IN TRUST | $1,856,358 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,168,584 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NOTES RECEIVABLE | $227,238 |
| SPLIT INTEREST AGREEMENTS RECEIVABLE | $6,923,690 |
| REAL ESTATE HELD FOR SALE | $215,488 |
| CEMETARY PLOTS | $349,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,715,924 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY LIABILITIES | $1,080,203 |
| DEFERRED COMPENSATION | $494,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,574,495 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,060,470 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,586,850 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $949,492 | OtherRevenueAmt |
| Revenue Not Reported | $4,536,342 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,524,128 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $68,134 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,418 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $65,716 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,589,844 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,331,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,418 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,418 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,329,311 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $68,134 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $68,134 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,397,445 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE HOME IS CUSTODIAN OF VARIOUS RESIDENT ESCROW ACCOUNTS. MONTHLY RESIDENT FEES ARE PAID TO THE HOME FROM THESE ACCOUNTS. |
| PART IV, LINE 2B: | DEPOSITS FROM POTENTIAL RESIDENTS |
| PART X, LINE 2: | THE HOME FOLLOWS THE FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE HOME'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS EVALUATED THE HOME'S TAX POSITION AND CONCLUDED THAT THE HOME HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. THE HOME IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGES IN VALUE OF SPLIT INTEREST AGREEMENTS AND TRUSTS 949,492. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET GIFT SHOP SALES WITH COGS -2,418. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET GIFT SHOP SALES WITH COGS 2,418. |
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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE B HAGEN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $216,861 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $18,876 | $0 | $261,737 | $0 | $0 | $0 |
| ROBERT ADKINS | ||||||||||||||
| SENIOR ADMINISTRATOR | $145,983 | $0 | $0 | $0 | $0 | $0 | $7,464 | $0 | $16,734 | $0 | $170,181 | $0 | $0 | $0 |
| WARREN SWANSON | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $127,753 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $11,652 | $0 | $165,405 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES SERVICES OF VARIOUS REAL ESTATE PROFESSIONALS, INCLUDING LOCALLY EXPERIENCED AGENTS AND BROKERS, TO FACILITATE RESALE OF DONATED REAL PROPERTY AT MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT ADKINS, ADMINISTRATOR, IS THE SON OF ALAN W. ADKINS, BOARD MEMBER |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GRAND MASTER OF MASONS IN VIRGINIA, WHO HIMSELF SERVES AS A BOARD MEMBER FOR ONE YEAR, HAS THE AUTHORITY TO APPOINT OR REAPPOINT THREE BOARD MEMBERS FOR A THREE YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11B | ANNUALLY, AT LEAST ONE WEEK PRIOR TO THE ACTUAL SUBMISSION OF THE INFORMATIONAL TAX RETURN, (IRS FORM 990), A PDF OF THE ENTIRE FORM 990 IS OBTAINED FROM THE TAX PREPARER AND CIRCULATED TO THE ENTIRE BOARD OF GOVERNORS FOR REVIEW. TO ENSURE ADEQUATE REVIEW, MEMBERS OF THE FINANCE COMMITTEE ARE REQUIRED TO REVIEW AND APPROVE THE FORM 990 AT THEIR APRIL FINANCE COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SIGN CONFLICT OF INTEREST STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HOME HAS HAD OUTSIDE CONSULTANTS PERFORM COMPENSATION STUDIES FOR THE INDUSTRY. THE BOARD APPROVES SALARIES FOR KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS MAIN OFFICE LOCATED AT 500 MASONIC LANE. |
| FORM 990, PART XI, LINE 9: | CHANGES IN SPLIT INTEREST AGREEMENTS AND TRUSTS 949,492. |
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