MASONIC CHARITY FOUNDATION OF NEW JERSEY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC CHARITY FOUNDATION OF NEW JERSEY (EIN 21-0634536)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-29
- IRS object ID
- 201412109349300936
- Schema version
- 2013v3.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-29T14:39:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1 |
| City | ROSELAND | City |
| State | NJ | State |
| ZIP Code | 07068 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC CHARITY FOUNDATION OF NEW JERSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 6092393826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN KORMAN CPA | PersonNm |
| Person Title | SENIOR DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6092393826 | PhoneNum |
| Signature | 2014-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM BRANDLEY | PreparerPersonNm |
| PTIN | P00538270 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH T MEZZINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $152,870,573 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NJMASONIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF RECEIVING, MAINTAINING, AND ADMINISTERING ENDOWMENTS AND FUNDS EXCLUSIVELY FOR CHARITABLE, BENEVOLENT AND HEALTHCARE PURPOSES. LONG TERM NURSING CARE, RESIDENTIAL LIVING, AND HOSPICE SERVICES ARE PROVIDED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 720 | TotalEmployeeCnt |
| Total Volunteers | 1532 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,004,264 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,369,898 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,490,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,639,728 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,129,732 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,259,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $173,243 | PYOtherRevenueAmt |
| CY Other Revenue | $183,227 | CYOtherRevenueAmt |
| PY Total Revenue | $34,797,572 | PYTotalRevenueAmt |
| CY Total Revenue | $41,452,610 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,261,692 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,617,077 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425,099 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,781,571 | PYOtherExpensesAmt |
| CY Other Expenses | $20,074,704 | CYOtherExpensesAmt |
| PY Total Expenses | $40,064,263 | PYTotalExpensesAmt |
| CY Total Expenses | $40,707,531 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,266,691 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $745,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $161,518,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,683,665 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,923,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,330,983 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,594,992 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,352,682 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,855,592 | ExpenseAmt |
| Revenue | $43,063,019 | RevenueAmt |
| Desc | THE FOUNDATION PROVIDES RESIDENTIAL AND LONG-TERM NURSING CARE TO NURSING HOME RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,750 | ExpenseAmt |
| Grant | $15,750 | GrantAmt |
| Desc | EDUCATIONAL GRANTS AND SCHOLARSHIPS. THE FOUNDATION AWARDS HIGH SCHOOL GRADUATES OF NEW JERSEY EDUCATIONAL GRANTS THAT ARE FOR POST HIGH SCHOOL EDUCATION. THE FOUNDATION ALSO AWARDS VARIOUS GRANTS AND SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,000 | ExpenseAmt |
| Desc | THE OUTREACH PROGRAM IS PROVIDED FOR MASONS AND THEIR FAMILIES WHO NEED FINANCIAL, LEGAL OR OTHER ASSISTANCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSTANCE ABUSE AND OTHER MISCELLANEOUS PROGRAMS TO HELP BOTH MASONS AND NON-MASONS IN NEED OF ASSISTANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,881,342 | 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 | 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 | Yes (1) | 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 | Yes (1) | 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 | 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 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 88 | IRPDocumentCnt |
| IRP Document W2 G | 5 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 720 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 20 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN P KORMAN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6092393826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 080163814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|
| ANGELO A CAPRIO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY W MONTUORI | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID A DORWORTH | |||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDGAR M COSTER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD R PETKEVIS | |||||||
| ASST SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GEORGE H HEFLICH JR | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD J SHARPE | |||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GREGORY J SCOTT | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN R TRAUTMANN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK MILADIN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES C GAUL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH H RIVAL JR | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH T MEZZINA | |||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEITH A HERMAN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD F SCHMIDT | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER QUINTANA | |||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WALTER KAULFERS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM L MORRIS JR | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| IAN P KORMAN | |||||||
| TREASURER/ SR. DIRECTOR OF FINANCE | 40.00 | $109,318 | $0 | $24,055 | Yes (X) | ||
| ROBERT J SHERIDAN | |||||||
| SECRETARY | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| CHERYL RAHILLY | |||||||
| DIRECTOR OF NURSING | 40.00 | $105,813 | $0 | $3,941 | Yes (X) | ||
| CHRISTOPHER S ABBOTT | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $114,420 | $0 | $11,540 | Yes (X) | ||
| CINDY A SHEMANSKY | |||||||
| ADMINISTRATOR | 40.00 | $127,707 | $0 | $29,031 | Yes (X) | ||
| JOSEPH FRANKEN | |||||||
| HOSPICE ADMINISTRATOR | 40.00 | $101,722 | $0 | $36,234 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $558,980 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,801 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRINCETON SENIOR LIVING | |||||
| 13 ROSZEL ROAD C122 | PRINCETON | NJ | 08540 | MANAGEMENT SERVICES | $1,156,317 |
| GENESIS REHABILITATION SERVICES | |||||
| 184 BETHLEHEM PIKE | PHILADELPHIA | PA | 19118 | SERVICES | $733,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $395,233 | RelatedOrganizationsAmt |
| All Other Contributions | $1,974,665 | AllOtherContributionsAmt |
| Total Contributions | $2,369,898 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICES FOR RESIDENTS NET OF CON | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $29,639,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,639,728 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,639,728 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,812,379 | TotalRevenueColumnAmt |
| Exclusion | $1,812,379 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,950 | 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 | $17,950 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,950 | TotalRevenueColumnAmt |
| Exclusion | $17,950 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,859,728 | SecuritiesAmt |
| Other | $2,645 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,414,995 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,444,733 | SecuritiesAmt |
| Other | $2,645 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,447,378 | TotalRevenueColumnAmt |
| Exclusion | $7,447,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $27,265 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,968 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,297 | TotalRevenueColumnAmt |
| Exclusion | $24,297 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAFETERIA/VENDING | 900099 | $87,249 | $87,249 |
| MISCELLANEOUS INCOME | 900099 | $48,685 | $48,685 |
| GIFT SHOP | 900099 | $5,046 | $5,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $140,980 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,452,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,780,708 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,302,004 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
| Program Services | $15,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,254 | TotalAmt |
| Management And General | $134,254 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,405,364 | TotalAmt |
| Program Services | $13,259,412 | ProgramServicesAmt |
| Management And General | $1,873,483 | ManagementAndGeneralAmt |
| Fundraising | $272,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,248 | TotalAmt |
| Program Services | $674,878 | ProgramServicesAmt |
| Management And General | $97,672 | ManagementAndGeneralAmt |
| Fundraising | $6,698 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,157,245 | TotalAmt |
| Program Services | $2,757,688 | ProgramServicesAmt |
| Management And General | $389,167 | ManagementAndGeneralAmt |
| Fundraising | $10,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,966 | TotalAmt |
| Program Services | $975,567 | ProgramServicesAmt |
| Management And General | $144,851 | ManagementAndGeneralAmt |
| Fundraising | $20,548 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,539 | TotalAmt |
| Management And General | $919,539 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,568 | TotalAmt |
| Management And General | $42,568 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,463 | TotalAmt |
| Management And General | $95,463 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,077 | TotalAmt |
| Management And General | $72,077 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,949 | TotalAmt |
| Program Services | $95,870 | ProgramServicesAmt |
| Management And General | $285,079 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,563 | TotalAmt |
| Program Services | $5,492 | ProgramServicesAmt |
| Management And General | $66,071 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,458 | TotalAmt |
| Program Services | $498,844 | ProgramServicesAmt |
| Management And General | $316,119 | ManagementAndGeneralAmt |
| Fundraising | $34,495 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,942 | TotalAmt |
| Management And General | $23,942 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,188 | TotalAmt |
| Program Services | $1,888,188 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,053 | TotalAmt |
| Program Services | $9,293 | ProgramServicesAmt |
| Management And General | $1,104 | ManagementAndGeneralAmt |
| Fundraising | $1,656 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,499 | TotalAmt |
| Fundraising | $26,499 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,323,330 | TotalAmt |
| Program Services | $2,323,330 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963,565 | TotalAmt |
| Program Services | $3,963,565 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,341 | TotalAmt |
| Program Services | $3,173 | ProgramServicesAmt |
| Management And General | $1,068,168 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL EXPENSE | $2,045,326 | $2,045,326 | |
| HOSPICE | $1,679,153 | $1,679,153 | |
| FOOD AND BEVERAGE | $1,615,367 | $1,615,367 | |
| RESIDENT EXPENSE | $1,075,303 | $1,075,025 | $278 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919,020 | TotalAmt |
| Program Services | $995,421 | ProgramServicesAmt |
| Management And General | $871,255 | ManagementAndGeneralAmt |
| Fundraising | $52,344 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,707,531 | TotalAmt |
| Program Services | $33,881,342 | ProgramServicesAmt |
| Management And General | $6,401,090 | ManagementAndGeneralAmt |
| Fundraising | $425,099 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,126,685 | BOYAmt |
| EOY | $5,309,716 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,173 | BOYAmt |
| EOY | $851,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,189,419 | BOYAmt |
| EOY | $1,887,708 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,928 | BOYAmt |
| EOY | $407,321 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,436 | BOYAmt |
| EOY | $155,420 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,846 | BOYAmt |
| EOY | $525,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $140,634,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,728,235 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,308,904 | BOYAmt |
| EOY | $70,905,864 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,049,806 | BOYAmt |
| EOY | $52,705,765 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,827,944 | BOYAmt |
| EOY | $14,615,128 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,176,225 | BOYAmt |
| EOY | $12,319,726 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,518,366 | BOYAmt |
| EOY | $159,683,665 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,774,708 | BOYAmt |
| EOY | $8,413,994 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,608,895 | BOYAmt |
| EOY | $41,321,700 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,685 | BOYAmt |
| EOY | $402,817 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,490,086 | BOYAmt |
| EOY | $2,192,472 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,923,374 | BOYAmt |
| EOY | $52,330,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,537,943 | BOYAmt |
| EOY | $86,237,742 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,978,609 | BOYAmt |
| EOY | $6,674,230 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,078,440 | BOYAmt |
| EOY | $14,440,710 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,594,992 | BOYAmt |
| EOY | $107,352,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,518,366 | BOYAmt |
| EOY | $159,683,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $745,079 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$880,390 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,893,001 | 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) |
|---|---|---|
| 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 | $7,379,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,246,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,440,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,004,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,369,898 | CurrentTaxYearAmt |
| Total | $23,440,391 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,379,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,246,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,440,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,004,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,369,898 | CurrentTaxYearAmt |
| Total | $23,440,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,713,059 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,727,332 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,084,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,738,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,248,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,910,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,830,329 | CurrentTaxYearAmt |
| Total | $9,811,777 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $385,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,980 | CurrentTaxYearAmt |
| Total | $1,149,405 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,401,573 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $143,643,954 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2009 AMOUNT: $ 292,180. 2010 AMOUNT: $ 385,583. 2011 AMOUNT: $ 178,836. 2012 AMOUNT: $ 151,826. 2013 AMOUNT: $ 140,980. | ExplanationTxt |
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 | 0 | AgentTrusteeEtcInd |
| 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 | $70,485,320 | BeginningYearBalanceAmt |
| Contributions | $38,540 | ContributionsAmt |
| Investment Earnings Or Losses | $7,675,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,514,500 | OtherExpendituresAmt |
| End Year Balance | $69,685,163 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,192,061 | BeginningYearBalanceAmt |
| Contributions | $1,722,938 | ContributionsAmt |
| Investment Earnings Or Losses | $1,889,321 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,319,000 | OtherExpendituresAmt |
| End Year Balance | $70,485,320 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,336,978 | BeginningYearBalanceAmt |
| Contributions | $597,565 | ContributionsAmt |
| Investment Earnings Or Losses | $2,351,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,093,565 | OtherExpendituresAmt |
| End Year Balance | $73,192,061 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,153,666 | BeginningYearBalanceAmt |
| Contributions | $3,486,105 | ContributionsAmt |
| Investment Earnings Or Losses | $8,725,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,027,938 | OtherExpendituresAmt |
| End Year Balance | $76,336,978 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,260,300 | BeginningYearBalanceAmt |
| Contributions | $2,003,314 | ContributionsAmt |
| Investment Earnings Or Losses | $9,340,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,450,000 | OtherExpendituresAmt |
| End Year Balance | $70,153,666 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.76180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,909,617 | OtherCostOrOtherBasisAmt |
| Book Value | $5,909,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $111,197,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,803,288 | DepreciationAmt |
| Book Value | $60,394,453 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,226,243 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,096,072 | DepreciationAmt |
| Book Value | $130,171 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,881,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,739,472 | DepreciationAmt |
| Book Value | $2,141,747 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,419,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,403 | DepreciationAmt |
| Book Value | $2,329,876 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,905,864 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MORTGAGE/ASSET-BACKED SECURITIES | $166,311 | F |
| ALTERNATIVE INVESTMENTS | $14,448,817 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,615,128 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $12,736 |
| ASSETS LIMITED TO USE UNDER INDENTURE AGREEMENT | $3,600,738 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $6,256,478 |
| DEFERRED FINANCING FEES, NET | $196,613 |
| PROJECT / BOND FUND | $1,364,071 |
| RESIDENT ACCOUNTS | $402,817 |
| OTHER NONCURRENT ASSETS | $486,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,319,726 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED GIFT PLANS SUPPORT | Desc |
| Amt | $2,192,472 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,192,472 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,705,221 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$880,390 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $240,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $3,893,001 | OtherRevenueAmt |
| Revenue Not Reported | $3,252,611 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,452,610 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,452,610 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,947,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $240,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $240,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,707,531 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,707,531 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HOLDS ACCOUNTS AS CUSTODIAN FOR RESIDENTS AS REPORTED ON PART X, LINE 21 |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE AND LOCAL INCOME TAXES. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2013 AND 2012. THE FOUNDATION'S U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO CALENDAR YEARS 2010 AND 2009, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 40,915. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 353,959. PENSION COSTS 3,498,127. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $10,009,085 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,009,085 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,009,085 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $27,265 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,232 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $736 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $27,265 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,232 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $736 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $2,968 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $24,297 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NJ | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.50000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.50000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN P KORMAN SENIOR DIRECTOR OF FINANCE | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 JACKSONVILLE ROAD | AddressLine1 |
| City | BURLINGTON | City |
| State | NJ | State |
| ZIP Code | 08016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | 9 | RecipientCnt |
| Cash Grant | $15,750 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY A SHEMANSKY | PersonNm |
| Title | ADMINISTRATOR | TitleTxt |
| Base Compensation Filing Org | $127,569 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $138 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,960 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $26,009 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,676 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS ENTERED INTO A MANAGEMENT CONTRACT WITH PRINCETON SENIOR LIVING |
| FORM 990, PART VI, SECTION A, LINE 6 | THE PEOPLE WHO BELONG TO THIS ORGANIZATION ARE CONSIDERED MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS MAY ELECT THOSE MEMBERS WHO QUALIFY TO BE ON THE GOVERNING BODY OF THIS ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS AND ENFORCES POLICY ON CONFLICT OF INTEREST BY INFORMING BOARD MEMBERS TO REPORT ANY AND ALL CONFLICTS OF INTEREST THAT MAY IMPACT THE ORGANIZATION. EACH TRUSTEE SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THERE IS AN EXECUTIVE COMPENSATION COMMITTEE TO DETERMINE OFFICERS' AND KEY EMPLOYEES' COMPENSATION. MEMBERS OF THE ORGANIZATION'S GOVERNING BOARD WILL THEN RATIFY THE RECOMMENDATION MADE BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MASONIC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 40,915. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 353,959. PENSION LIABILITY ADJUSTMENT 3,498,127. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THESE RESPONSIBILITIES. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF FREE & ACCEPTED MASONS OF NJ | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BARRACK STREET | AddressLine1 |
| City | TRENTON | City |
| State | NJ | State |
| ZIP Code | 08608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210454866 | EIN |
| Primary Activities | FRATERNAL ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(10) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND LODGE OF NEW JERSEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $395,233 | InvolvedAmt |
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