2015-11-16T08:52:49-06:00 2014-12-31 381357951 PLANTE & MORAN PLLC 65 EAST STATE ST STE 600 COLUMBUS OH 43215 990 2014-01-01 310536997 THE OHIO MASONIC HOME OHIO 9373251531 PO BOX 120 SPRINGFIELD OH 45501 TOM STOFAC CEO 9373251531 2015-11-13 1 BERNIE OSTROWSKI P00366367 6148493000 2014 2016-04-25 22:37:26Z THOMAS STOFAC 2655 WEST NATIONAL ROAD SPRINGFEILD OH 455043698 11044871 0 X WWW.OHIOMASONICHOME.ORG X 1890 OH THE MISSION OF THE OHIO MASONIC HOME IS TO BE THE TRUSTED RESOURCE TO HELP PEOPLE AGE RESPECTFULLY, HOW THEY WANT, WHERE THEY WANT. 15 15 46 15 0 0 15676418 115345 5829494 6011796 5899936 4768452 65240 0 27471088 10895593 20500 19000 0 0 2614278 4095759 0 0 0 9504249 7306623 12139027 11421382 15332061 -525789 136712029 135993564 40236366 38911698 96475663 97081866 THE MISSION OF THE OHIO MASONIC HOME IS TO BE THE TRUSTED RESOURCE TO HELP PEOPLE AGE RESPECTFULLY, HOW THEY WANT, WHERE THEY WANT 0 0 8559347 19000 6011796 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. 8559347 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 142 0 1 46 1 0 1 CJ 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OH X X SCOTT BUCHANAN 9375254975 2655 WEST NATIONAL ROAD SPRINGFIELD OH 455043698 ROSS R BLACK MD 2ND VICE CHAIRMAN 1.00 1.00 X X 0 0 0 DAVID L COLLINS TRUSTEE 1.00 1.00 X 0 0 0 RONALD L CONNELLY TREASURER 1.00 0.00 X X 0 0 0 STEVEN A DUNCAN TRUSTEE 1.00 1.00 X 0 0 0 DAVID R FREEMAN TRUSTEE 1.00 1.00 X 0 0 0 CLARENCE JACK HARTZELL III TRUSTEE 1.00 1.00 X 0 0 0 DONALD L LOSSASSO 1ST VICE CHAIRMAN 1.00 0.00 X X 0 0 0 PAXTON T MENDELSSOHN TRUSTEE 1.00 1.00 X 0 0 0 GARY L NICHOLSON MD TRUSTEE 1.00 2.00 X 0 0 0 TERRY W POSEY CHAIRMAN 1.00 0.00 X X 0 0 0 WILLIAM D STRATTON TRUSTEE 1.00 1.00 X 0 0 0 KEVIN B TODD TRUSTEE 1.00 1.00 X 0 0 0 THOMAS N THINNES TRUSTEE 1.00 1.00 X 0 0 0 GARY B WILLIAMS MD TRUSTEE 1.00 1.00 X 0 0 0 KERMIT V ZIMMERMAN SECRETARY 1.00 1.00 X X 0 0 0 THOMAS J STOFAC CEO 40.00 1.00 X 261257 0 24273 SCOTT BUCHANAN CFO 40.00 1.00 X 161484 0 7119 JAY DETTORRE COO 20.00 20.00 X 120125 29623 18724 CARA SCHUSTER CORP. DIRECTOR OF CLINICAL PROCESS IMPROVEMENT 40.00 0.00 X 125480 0 5184 GREGORY HENSLEY CORP. DIR.-CAPITAL PLANNING & DESIGN 20.00 20.00 X 59380 62605 29784 LARA BENTLEY DIRECTOR OF HR 40.00 0.00 X 118892 0 14196 JOHN WHITE DIRECTOR OF TREASURY 40.00 0.00 X 121220 0 33036 967838 92228 132316 6 0 1 0 DATASERV INTEGRATIONS LLC 29260 CLEMENS RD WESTLAKE OH 44145 TECHNOLOGY SERVICES 641374 BRIXEY & MEYER 2991 NEWARK DR MIAMISBURG OH 45342 CONSULTING/CONTRACT SERVICES 215369 MORGAN STANLEY 4449 EASTON WAY SUITE 300 COLUMBUS OH 43219 INVESTMENT MANAGEMENT SERVICES 149862 PRELUDE SERVICES INC 3911 HARTZDALE DRIVE SUITE 1102 CAMP HILL PA 17011 TECHNOLOGY SERVICES 142024 HOWARD WERSHBALE AND CO 23240 CHARGRIN BLVD 700 CLEVELAND OH 441225450 AUDIT/ACCOUNTING SERVICES 119745 5 115345 115345 SERVICE TO AFFILIATES 900099 6011796 6011796 6011796 1396117 1396117 3521613 0 149278 3521613 -149278 3372335 3372335 10895593 6011796 0 4768452 19000 19000 667741 667741 1663636 1197818 465818 1604856 1155496 449360 159526 114859 44667 34558 34558 134047 134047 297062 297062 300955 120383 180572 225059 225059 697642 279056 418586 1110168 1110168 8177 8177 115094 46038 69056 166033 166033 295153 295153 -46710 -46710 TRANSFER TO AFFILIATES 3812713 3812713 RECRUITING EXPENSES 58653 0 58653 STAFF DEVELPMENT 39287 0 39287 BOARD OF TRUSTEES EXPEN 14807 0 14807 43925 17571 26354 11421382 8559347 2862035 0 125 150 594561 597163 3765378 270438 30497610 32889919 8047 99081 133273 75900436 45775088 27861033 30125348 56990148 64594654 10452942 6443104 7382619 136712029 135993564 3280672 3855782 35908350 32972600 1000000 47344 2083316 40236366 38911698 X 80304878 79904368 9730047 9733717 6440738 7443781 96475663 97081866 136712029 135993564 X -525789 -3568421 4700411 X X 0 1 X 1 0 X 8020518 8550838 667626 15676418 115345 33030745 8020518 8550838 667626 15676418 115345 33030745 33030745 1942607 1724338 2134067 1767292 1396117 8964421 10385 78284 4535 11540 104744 42099910 5862518 0.78460 0.85180 X 106704446 7061 -9516 106701991 106526036 0 34213 106704446 106526036 116773 27424 106670233 105299293 1244371 -17628 106526036 104023253 372621 903419 105299293 1.00000 0 1 1 754338 754338 60791035 34064880 26726155 9916052 8225201 1690851 4439011 3485007 954004 30125348 BENEFICIAL INTERESTS IN TRUSTS 7324464 DEPOSITS 34382 BOND ISSUE COST 23773 7382619 LINE OF CREDIT 1600000 ACCRUED PENSION LIABILITY 437671 SPLIT INTEREST AGREEMENTS 45645 2083316 X 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 X, LINE 2: ACCOUNTING PRINCIPLES GENERAL ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOME AND RECOGNIZE A TAX LIABILITY IF THE HOME HAS TAKEN ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE HOME AND HAS CONCLUDED AS OF DECEMBER 31, 2014 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 SCHOLARSHIPS 20 19000 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 THOMAS J STOFAC CEO 261257 0 0 0 0 0 10786 0 13487 0 285530 0 0 0 SCOTT BUCHANAN CFO 161484 0 0 0 0 0 6441 0 678 0 168603 0 0 0 JAY DETTORRE COO 120125 29623 0 0 0 0 3699 901 13412 712 137236 31236 0 0 GREGORY HENSLEY CORP. DIR.-CAPITAL PLANNING & DESIGN 59380 62605 0 0 0 0 2483 2612 11848 12841 73711 78058 0 0 JOHN WHITE DIRECTOR OF TREASURY 121220 0 0 0 0 0 5115 0 27921 0 154256 0 0 0 A COUNTY OF CLARK OHIO 316000132 2012-02-01 50135000 SEE PART VI 0 0 0 A 6750000 50135000 50135000 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 1 0 1 0 0 0 1 A 1 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) REISSUANCE OF BONDS ISSUED ON 02/18/2009 TO (I) 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 (II) FINANCE THE ACQUISITION, CONSTRUCTION, RENOVATIONS AND EQUIPPING OF THE BORROWER'S FACILITIES FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WHO THEN SUBMITS THE FORM 990 TO THE PRESIDENT OF THE FOUNDATION, CEO, CFO, AND THE AUDIT COMMITTEE 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. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE ORGANIZATION'S CEO. 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 REASONABLENESS OF THE COMPENSATION PAID IS REVIEWED PERIODICALLY WITH A REVIEW OF COMPENSATION DATA WHICH MAY BE AVAILABLE THROUGH PUBLISHED SOURCES OR THOUGH COMPARABLE ORGANIZATIONS AND/OR INDUSTRY GROUPS. THE ORGANIZATION HAS COMPENSATION GUIDELINES FOR MOST OTHER POSITIONS. 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: TRANSFER FROM (TO) AFFILIATES 3,812,713. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 1,003,043. NET ASSETS RELEASED FROM RESTRICTION -115,345. 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. OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION FIVE MASONIC DRIVE SPRINGFIELD OH 45504 311451818 ENDOWMENT FUND OH 501(C)(3) LINE 11C, III-FI THE OHIO MASONIC HOME 1 MASONIC SENIOR SERVICES OF OHIO PO BOX 120 SPRINGFIELD OH 45501 261306274 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 SPRINGFIELD MASONIC COMMUNITY PO BOX 120 SPRINGFIELD OH 45501 311451813 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 BROWNING MASONIC COMMUNITY INC PO BOX 120 SPRINGFIELD OH 45501 311591769 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HELPING HANDS OF NORTH WEST CORP 949 N MAIN ST SPRINGFIELD OH 43078 311696952 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 WESTERN RESERVE MASONIC COMMUNITY PO BOX 120 SPRINGFIELD OH 45501 311816443 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 MASONIC FINANCIAL ASSISTANCE PO BOX 120 SPRINGFIELD OH 45501 320186721 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HOME HEALTH OF NE OH CO 8170 SOUTH AVE STE 4 BORDMAN OH 44512 562460624 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 BROWNING REAL ESTATE HOLDING COM 8883 BROWNING DR WATERVILLE OH 43566 900042145 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 THE OHIO MASONIC HOME AFFILIATES PO BOX 120 SPRINGFIELD OH 45501 900054759 SENIOR CARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE MASONIC HEALTHCARE LLC 2655 W NATIONAL RD SPRINGFIELD OH 45501 464229674 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HOSPICE OF WEST CENTRAL LLC 2655 W NATIONAL RD SPRINGFIELD OH 45501 300805634 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HELPING HANDS OF WEST CENTRAL LLC 2655 W NATIONAL RD SPRINGFIELD OH 45501 352491340 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HELPING HANDS OF NORTH EAST LLC 2655 W NATIONAL RD SPRINGFIELD OH 45501 364775464 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 CORNERSTONE HELPING HANDS OF NORTH WEST LLC 2655 W NATIONAL RD SPRINGFIELD OH 45501 300804364 HOME HEALTHCARE OH 501(C)(3) LINE 7 THE OHIO MASONIC HOME 1 MASONIC AGING SERVICES 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45504 901016483 ADMINISTRATIVE SERVICES OH N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION S 3812713 TRANSACTION FROM AFFILIATE