THE OHIO MASONIC HOME: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE OHIO MASONIC HOME (EIN 31-0536997)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349305957
- Schema version
- 2017v2.3
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:46:52-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO MASONIC HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 9373251531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MALONEY | PersonNm |
| Person Title | CHIEF OPERATING & FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9373251531 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNIE OSTROWSKI | PreparerPersonNm |
| PTIN | P00366367 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 09:58:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59E7D9EF1AE0D4B848E9FBE1E58EC6112EAA295D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS J MALONEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,086,680 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3773 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHIOMASONICHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE ARE THE LIVING EXPRESSION OF OUR MASONIC VALUES - WE SERVE AS THE TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 159 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,231 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,474,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,788,218 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,571,726 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,600,301 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,016,834 | CYInvestmentIncomeAmt |
| PY Other Revenue | $116,537 | PYOtherRevenueAmt |
| CY Other Revenue | $16,010 | CYOtherRevenueAmt |
| PY Total Revenue | $9,535,287 | PYTotalRevenueAmt |
| CY Total Revenue | $10,079,350 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,899,934 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,786,725 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,830,341 | PYOtherExpensesAmt |
| CY Other Expenses | $7,496,841 | CYOtherExpensesAmt |
| PY Total Expenses | $11,749,775 | PYTotalExpensesAmt |
| CY Total Expenses | $11,309,566 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,214,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,230,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,092,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,337,092 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,745,789 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,570,022 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,347,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,767,070 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE THE LIVING EXPRESSION OF OUR MASONIC VALUES - WE SERVE AS THE TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,534,147 | ExpenseAmt |
| Grant | $26,000 | GrantAmt |
| Revenue | $6,571,726 | RevenueAmt |
| Desc | THE OHIO MASONIC HOME PROVIDED MANAGEMENT SERVICES, STRATEGIC PLANNING, ADMINISTRATIVE SERVICES AND FINANCIAL SUPPORT TO AFFILIATES. THE LONG TERM GOAL IS TO BE A TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY. | Desc |
| Total Program Service Expenses | $7,534,147 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J MALONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9375253012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 455043698 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RONALD CONNELLY | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TERRY POSEY | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSS B BLACK II MD | ||||||||
| VICE CHAIRMAN | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONALD LOSASSO | ||||||||
| 1ST VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS THINNES | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KERMIT ZIMMERMAN | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID COLLINS | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN DUNCAN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FREEMAN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARENCE HARTZELL III | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY NICHOLSON MD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY PUGH | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCHUCK | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D STRATTON | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN TODD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY B WILLIAMS MD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS HUGHES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT A BUCHANAN | ||||||||
| CEO | 40.00 | 1.00 | Yes (X) | $255,500 | $0 | $31,314 | ||
| THOMAS J MALONEY | ||||||||
| CHIEF OPERATING AND FINANCIAL OFFICER | 40.00 | 2.00 | Yes (X) | $232,494 | $0 | $8,119 | ||
| CARA L SCHUSTER | ||||||||
| CHIEF CLINICAL OFFICER | 40.00 | 0.00 | Yes (X) | $164,583 | $0 | $34,767 | ||
| LARA E BENTLEY | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 0.00 | $133,412 | $0 | $15,904 | Yes (X) | ||
| JOHN B WHITE | ||||||||
| DIRECTOR OF TREASURY | 40.00 | 0.00 | $145,749 | $0 | $30,521 | Yes (X) | ||
| ADRIENNE HERRING | ||||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $107,116 | $0 | $22,041 | Yes (X) | ||
| ROB LANE | ||||||||
| DIRECTOR OF PROCUREMENT | 40.00 | 0.00 | $123,991 | $0 | $24,584 | Yes (X) | ||
| JASON ZIELINSKI | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 0.00 | $108,175 | $0 | $20,159 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,271,020 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $187,409 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| RIDGE STONE GENERAL CONTRACTORS | |||||
| 7015 LIGHTHOUSE WAY SUITE 500 | PERRYSBURG | OH | 43551 | CONSTRUCTION | $2,090,687 |
| HEALTH PRO REHABILITATION | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29615 | MEDICAL SERVICES | $1,130,323 |
| DATASERV INTEGRATIONS LLC | |||||
| 31280 VIKING PARKWAY | WESTLAKE | OH | 44145 | TECHNOLOGY SERVICES | $591,663 |
| REMEDI SENIOR CARE OF OHIO LLC | |||||
| PO BOX 75744 | BALTIMORE | MD | 21275 | PHARMACY SUPPLY | $313,777 |
| AMERICAN MEDICAL PERSONNEL | |||||
| 1428 EDISON STREET NW | HARTVILLE | OH | 44632 | NURSING TEMP SERVICES | $192,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,474,780 | AllOtherContributionsAmt |
| Total Contributions | $1,474,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE TO AFFILIATES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,571,726 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,571,726 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,571,726 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,771,460 | TotalRevenueColumnAmt |
| Exclusion | $1,771,460 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $61,200 | 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 | $61,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,200 | TotalRevenueColumnAmt |
| Exclusion | $61,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,004 | SecuritiesAmt |
| Other | $4,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $7,330 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,004 | SecuritiesAmt |
| Other | -$2,630 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,374 | TotalRevenueColumnAmt |
| Exclusion | $245,374 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PROCESSING FEES | 900099 | $4,796 | $4,796 |
| REBATES | 900099 | $14 | $14 |
| CANCELLATION FEES | 900099 | -$50,000 | -$50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$45,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,079,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,571,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,032,844 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $26,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,779 | TotalAmt |
| Management And General | $726,779 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,131,515 | TotalAmt |
| Program Services | $1,534,691 | ProgramServicesAmt |
| Management And General | $596,824 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,547 | TotalAmt |
| Program Services | $181,834 | ProgramServicesAmt |
| Management And General | $70,713 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,591 | TotalAmt |
| Program Services | $349,626 | ProgramServicesAmt |
| Management And General | $135,965 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,293 | TotalAmt |
| Program Services | $137,011 | ProgramServicesAmt |
| Management And General | $53,282 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,960 | TotalAmt |
| Management And General | $82,960 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,100 | TotalAmt |
| Management And General | $107,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,257 | TotalAmt |
| Management And General | $363,257 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,395 | TotalAmt |
| Program Services | $227,358 | ProgramServicesAmt |
| Management And General | $341,037 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,978 | TotalAmt |
| Program Services | $57,978 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,520 | TotalAmt |
| Program Services | $165,808 | ProgramServicesAmt |
| Management And General | $248,712 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,982 | TotalAmt |
| Program Services | $775,982 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,704 | TotalAmt |
| Management And General | $547,704 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,610 | TotalAmt |
| Program Services | $47,044 | ProgramServicesAmt |
| Management And General | $70,566 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,471 | TotalAmt |
| Program Services | $203,471 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,660 | TotalAmt |
| Program Services | $835,660 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,679 | TotalAmt |
| Management And General | $146,679 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INTERCOMPANY ALLOCATION | $6,283,912 | $6,283,912 | |
| EMPLOYEE RELATIONS | $89,706 | $89,706 | |
| RECRUITING EXPENSES | $87,231 | $87,231 | |
| CORPORATE ALLOCATIONS | -$3,363,497 | -$3,363,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,173 | TotalAmt |
| Program Services | $71,269 | ProgramServicesAmt |
| Management And General | $106,904 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,309,566 | TotalAmt |
| Program Services | $7,534,147 | ProgramServicesAmt |
| Management And General | $3,775,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150 | BOYAmt |
| EOY | $150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,131 | BOYAmt |
| EOY | $517,619 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,450 | BOYAmt |
| EOY | $276,412 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,104,063 | BOYAmt |
| EOY | $26,736,953 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,516 | BOYAmt |
| EOY | $341,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,269,709 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,194,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,698,005 | BOYAmt |
| EOY | $41,074,721 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,864,968 | BOYAmt |
| EOY | $58,360,189 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,898,957 | BOYAmt |
| EOY | $9,029,448 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,092,978 | BOYAmt |
| EOY | $136,337,092 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,837 | BOYAmt |
| EOY | $2,266,526 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,275,888 | BOYAmt |
| EOY | $27,339,811 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,429,064 | BOYAmt |
| EOY | $1,963,685 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,745,789 | BOYAmt |
| EOY | $31,570,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,414,285 | BOYAmt |
| EOY | $92,429,920 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,265,323 | BOYAmt |
| EOY | $3,638,771 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,667,581 | BOYAmt |
| EOY | $8,698,379 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,347,189 | BOYAmt |
| EOY | $104,767,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,092,978 | BOYAmt |
| EOY | $136,337,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,230,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,159,033 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$3,431,370 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $7,922,434 | 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 | $15,676,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,474,780 | CurrentTaxYearAmt |
| Total | $17,582,664 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,676,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,474,780 | CurrentTaxYearAmt |
| Total | $17,582,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,582,664 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,767,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,396,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $802,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,375,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,832,660 | CurrentTaxYearAmt |
| Total | $7,173,363 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $26,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$45,190 | CurrentTaxYearAmt |
| Total | $48,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,804,279 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,958,240 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,288,020 | BeginningYearBalanceAmt |
| Contributions | $49,882 | ContributionsAmt |
| Investment Earnings Or Losses | $43,631 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $110,381,533 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,202,376 | BeginningYearBalanceAmt |
| Contributions | $62,590 | ContributionsAmt |
| Investment Earnings Or Losses | $28,057 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,003 | AdministrativeExpensesAmt |
| End Year Balance | $110,288,020 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,413,361 | BeginningYearBalanceAmt |
| Contributions | $1,720,000 | ContributionsAmt |
| Investment Earnings Or Losses | $69,015 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $110,202,376 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,304,446 | BeginningYearBalanceAmt |
| Contributions | $118,431 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,516 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $108,413,361 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,670,233 | BeginningYearBalanceAmt |
| Contributions | $1,600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $34,213 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $108,304,446 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $123,096 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $622,812 | OtherCostOrOtherBasisAmt |
| Book Value | $745,908 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,509,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,942,999 | DepreciationAmt |
| Book Value | $37,566,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,260,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,220,047 | DepreciationAmt |
| Book Value | $1,040,347 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,753,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,031,942 | DepreciationAmt |
| Book Value | $1,721,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,074,721 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $8,995,066 |
| DEPOSITS | $34,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,029,448 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LINE OF CREDIT | $1,650,000 |
| ACCRUED PENSION LIABILITY | $290,000 |
| SPLIT INTEREST AGREEMENTS | $23,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,963,685 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE FOUNDATION ENDOWMENT FUNDS IS/ARE TO PROVIDE PERPETUAL SUPPORT TO FUND THE CHARITABLE MISSION OF THE OHIO MASONIC HOME. |
| PART V, COLUMNS B, C, D & E: | DURING THE 2017 AUDIT A PRIOR PERIOD ADJUSTMENT WAS REQUIRED TO RECLASSIFY PREVIOUS CONTRIBUTIONS AS PERMANENTLY RESTRICTED NET ASSETS. THESE CONTRIBUTIONS SHOULD HAVE BEEN INCLUDED IN THE ENDOWMENT FUND IN THE PRIOR YEARS. COLUMNS B,C,D,E IN THE 2017 FORM 990, SCHEDULE D PART V WERE UPDATED TO REFLECT CONTRIBUTIONS RECEIVED IN THE PRIOR YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Cash Grant | $26,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OHIO MASONIC HOME SCHOLARSHIP COMMITTEE SET FORTH THE GUIDELINES FOR ELIGIBILITY FOR THE OHIO MASONIC HOME SCHOLARSHIP. THE CRITERIA USED TO DETERMINE WHICH APPLICANTS WILL ULTIMATELY RECEIVE THE SCHOLARSHIP IS BASED ON THE FOLLOWING CRITERIA: CONSISTENCY WITH THE ORIGINAL INTENT OF THE SCHOLARSHIP FUND, FINANCIAL NEED, ACADEMIC PERFORMANCE, AND AN INDIVIDUAL APPLICATION/ESSAY REVIEW. FROM THE ELIGIBLE POOL, A COMMITTEE COMPOSED OF THREE EMPLOYEES EVALUATES THE APPLICATION AND ASSIGNS A POINT VALUE. THIS POINT VALUE IS THEN USED TO DETERMINE WHICH INDIVIDUALS WILL ULTIMATELY RECEIVE THE SCHOLARSHIP. IN ORDER TO ENSURE THAT THE SCHOLARSHIPS ARE APPLIED TO THEIR INTENDED USE, THE OHIO MASONIC HOME PROVIDED THE FUNDS DIRECTLY TO THE COLLEGE/UNIVERSITY AND REQUESTS THAT ANY UNUSED PORTION BE RETURNED TO OHIO MASONIC HOME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT A BUCHANAN | ||||||||||||||
| CEO | $255,500 | $0 | $0 | $0 | $0 | $0 | $9,139 | $0 | $22,175 | $0 | $286,814 | $0 | $0 | $0 |
| THOMAS J MALONEY | ||||||||||||||
| CHIEF OPERATING AND FINANCIAL OFFICE | $232,494 | $0 | $0 | $0 | $0 | $0 | $6,925 | $0 | $1,194 | $0 | $240,613 | $0 | $0 | $0 |
| CARA L SCHUSTER | ||||||||||||||
| CHIEF CLINICAL OFFICER | $164,583 | $0 | $0 | $0 | $0 | $0 | $6,583 | $0 | $28,184 | $0 | $199,350 | $0 | $0 | $0 |
| JOHN B WHITE | ||||||||||||||
| DIRECTOR OF TREASURY | $145,749 | $0 | $0 | $0 | $0 | $0 | $5,830 | $0 | $24,691 | $0 | $176,270 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF CLARK OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 316000132 | BondIssuerEIN |
| Bond Issued | 2014-10-01 | BondIssuedDt |
| Issue Price | $43,975,000 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,060,000 | RetiredAmt |
| Total Proceeds | $43,975,000 | TotalProceedsAmt |
| Capital Expenditures | $43,975,000 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 9; PART IV, LINE 7 AND PART V | THE ORGANIZATION IMPLEMENTED POST-ISSUANCE COMPLIANCE PROCEDURES ON JANUARY 1, 2014. |
| PART I, LINE A(F) | SECOND REISSUANCE OF BONDS ISSUED ON 02/18/2009 AND 02/01/2012 TO CURRENTLY REFUND (A) 1999 BONDS ISSUED TO CURRENTLY REFUND 1997 AND 1998 BONDS AND FINANCE A 1999 MULTIFAMILY HOUSING PROJECT; (B) 2001 BONDS TO FINANCE A 2001 MULTIFAMILY HOUSING PROJECT; AND (C) 2002 BONDS TO FINANCE A 2002 MULTIFAMILY HOUSING PROJECT; AND (III) FINANCE THE ACQUISITION, CONSTRUCTION, RENOVATIONS AND EQUIPPING OF THE ORGANIZATION'S FACILITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WHO THEN SUBMITS THE FORM 990 TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION, CEO, AND CFO FOR REVIEW. A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OHIO MASONIC HOME AND ITS RELATED ORGANIZATIONS HAVE A WRITTEN CONFLICT OF INTEREST POLICY THAT STATES THAT CORPORATION SHALL NOT ENGAGE OR CONTRACT WITH ANY BUSINESS ENTITY WITHIN WHICH A TRUSTEE OR OFFICER HAS A MATERIAL FINANCIAL OR PERSONAL INTEREST UNLESS CERTAIN CRITERIA IS MET. PART OF THIS CRITERIA INCLUDES A MAJORITY VOTE OF THE BOARD OF TRUSTEES. MONITORING OF THE STATE OF CONFLICT IS DONE ANNUALLY BY SENDING OUT A QUESTIONNAIRE TO ALL OF THOSE WHO ARE REQUIRED TO DISCLOSE IF A CONFLICT EXISTS. WITHIN ONE (1) BUSINESS DAY AFTER BEING NOTIFIED OF A POSSIBLE CONFLICT OF INTEREST, THE CORPORATE COMPLIANCE OFFICER SHALL CONTACT THE BOARD MEMBER, AND ACKNOWLEDGE THE POSSIBLE CONFLICT. WITHIN FOUR (4) BUSINESS DAYS OF ACKNOWLEDGEMENT OF A POSSIBLE CONFLICT OR RECEIPT OF OTHER INFORMATION WHICH INDICATES THE OCCURRENCE OF A CONFLICT, THE CORPORATE COMPLIANCE SHALL INITIATE A REVIEW TO DETERMINE WHETHER FURTHER INQUIRY SHOULD BE UNDERTAKEN ON BEHALF OF THE CORPORATION. THE CORPORATE COMPLIANCE OFFICER SHALL ACT DILIGENTLY TO DETERMINE WHETHER A CONFLICT OF INTEREST IS PRESENT. THE CORPORATE COMPLIANCE OFFICER MAY COORDINATE AN INTERNAL REVIEW AND/OR ENGAGE OUTSIDE AUDITORS AND/OR CONSULTANTS TO REVIEW THE POTENTIAL CONFLICT. THE REVIEWS MAY INVOLVE AN EXAMINATION OF ANY DEPARTMENT OF THE CORPORATION. IN THE EVENT THE REVIEW POINTS TO AN ACTUAL CONFLICT, THE CORPORATE COMPLIANCE OFFICER SHALL ADVISE THE CHIEF EXECUTIVE OFFICER, AND IF NECESSARY, THE CHIEF OPERATING OFFICER, THE CHAIRMAN OF THE BOARD OF TRUSTEES, AND THE CORPORATION'S LEGAL COUNSEL, OF THE CONFLICT OF INTEREST AND DETERMINE A COURSE OF ACTION. THE CHAIRMAN OF THE BOARD OF TRUSTEES MAY TEMPORARILY SUSPEND VOTING RIGHTS DURING THE REVIEW PROCESS AND MAY PERMANENTLY SUSPEND RIGHTS IF THE CONFLICT OF INTEREST IS SUBSTANTIATED. THE CHIEF EXECUTIVE OFFICER AND THE CHIEF OPERATING OFFICER HAVE THE AUTHORITY TO RECOMMEND A TEMPORARY OR PERMANENT SUSPENSION OF VOTING RIGHTS TO THE CHAIRMAN OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO. THE COMPENSATION REVIEW FOR THE CEO IS CONDUCTED AND APPROVED BY THE BOARD ANNUALLY. THE ORGANIZATION HAS COMPENSATION GUIDELINES FOR MOST OTHER POSITIONS. THE REASONABLENESS OF THE COMPENSATION PAID IS REVIEWED PERIODICALLY WITH A REVIEW OF COMPENSATION DATA WHICH MAY BE AVAILABLE THROUGH PUBLISHED SOURCES OR THROUGH COMPARABLE ORGANIZATIONS AND/OR INDUSTRY GROUPS. THE COMPENSATION IS APPROVED IN ADVANCE FOR ALL EMPLOYEES THROUGH THE ANNUAL BUDGET APPROVAL AND THE DETERMINATIONS ARE RECORDED IN THE MEETING MINUTES AT THE TIME THE DECISIONS ARE MADE. THE COMPENSATION REVIEW FOR ALL OTHER OFFICERS AND KEY EMPLOYEES WAS LAST CONDUCTED IN 2012 AND IS PLANNED TO BE COMPLETED AGAIN IN 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL TRUST AND CONTRIBUTIONS RECEIVABLE 360,699. NET ASSETS RELEASED FROM RESTRICTION -26,000. TRANSFER FROM (TO) PARENT 5,414,170. CHANGE IN PERM. RESTRICED NET ASSETS 1,670,099. CHANGE IN TEMP. RESTRICTED NET ASSETS 503,466. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OVERSEES THE PROCESS FOR SELECTING AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION | ||||||||||
| FIVE MASONIC DRIVE | SPRINGFIELD | OH | 45504 | 311451818 | ENDOWMENT FUND | OH | 501(C)(3) | LINE 12B, II | THE OHIO MASONIC HOME | Yes (1) |
| THE OHIO MASONIC HOME AFFILIATES | ||||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45504 | 900054759 | AGING SERVICES | OH | 501(C)(3) | LINE 11 | THE OHIO MASONIC HOME | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC AGING SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901016483 | EIN |
| Primary Activities | ADMINISTRATIVE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC SENIOR SEVICES OF OHIO CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | -$390 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OHIO MASONIC HOME AFFILIATES | ||
| J | $2,096,975 | CORPORATE LEASE |
| OHIO MASONIC HOME AFFILIATES | ||
| K | $547,704 | CORPORATE LEASE |
| THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION | ||
| S | $5,414,170 | TRANSFER FROM AFFILIATES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART II | FormAndLineReferenceDesc |
| Explanation | RELATED TAX-EXEMPT ORGANIZATIONS ARE UNDER GROUP EXEMPTION #3773. | ExplanationTxt |
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