2014-11-17T11:50:14-06:00 2013-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2013-01-01 310536997 The Ohio Masonic Home % SCOTT BUCHANAN OHIO 9373251531 PO Box 120 Suite Springfield OH 45501 TOM STOFAC CEO 9373251531 2014-11-13 true Joseph C Sbrocco CPA P00069069 9373251531 2013 2015-11-30 17:44:51Z Thomas Stofac 2655 WEST NATIONAL ROAD Springfield OH 455043698 30137830 false X www.ohiomasonichome.org X 1890 OH TO BE THE TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY WHICH ENCOURAGES THOSE WE SERVE TO AGE HOW AND WHERE THEY WANT AND TO FOSTER AN ENVIRONMENT OF TRUST, WINNING, & INNOVATION 15 15 0 15 0 6607626 15676418 5798907 5829494 4643583 5899936 43780 65240 17093896 27471088 19851 20500 0 0 2325558 2614278 0 0 27075 9339018 9504249 11684427 12139027 5409469 15332061 120614383 136712029 39998082 40236366 80616301 96475663 X THE MISSION OF THE OHIO MASONIC HOME IS TO BE THE TRUSTED PARTNER TO HELP PEOPLE AGE RESPECTFULLY. THE OHIO MASONIC HOME IS DOING THIS BY FOSTERING AN ENVIRONMENT OF TRUST, WINNING, AND INNOVATION WHICH ENCOURAGES THOSE WE SERVE TO AGE HOW THEY WANT AND WHERE THEY WANT THROUGH ASPIRED LIVING. false false 11370164 5841034 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. 11370164 true true false false false false false false true true true false false true false false true false false false false false false false false false false true true true false false false false false false false false false false false false false false false true true true false false true 0 0 0 true false true CJ false false false false false false false false X 15 15 false false false false true true false true true false true true true true true true true true true true false OH X X SCOTT BUCHANAN 9375254983 2655 WEST NATIONAL ROAD Springfield OH 455043698 Ross R Black MD Trustee 1.0 X 0 0 0 David L Collins Trustee 1.0 X Ronald L Connelly Trustee 1.0 X Steven A Duncan Trustee 1.0 X David R Freeman Trustee 1.0 X Jack Hartzell Trustee 1.0 X Donald L Losasso Trustee 1.0 X Paxton T Mendelssohn Trustee 1.0 X Gary L Nicholson MD Trustee 1.0 X Terry W Posey Trustee 1.0 X William D Stratton Trustee 1.0 X Kevin B Todd Trustee 1.0 X Jeffrey P Waltz Trustee 1.0 X Gary B Williams MD Trustee 1.0 X Kermit V Zimmerman Trustee 1.0 X Thomas J Stofac CEO 40.0 X 265048 0 11900 Scott A Buchanan CFO 40.0 X 36542 0 0 Jay Dettorre COO 40.0 X 148171 0 John B White Corporate Director, Treasurer 40.0 X 127697 17744 Cara L Schuster Corporate Director, Clinical 40.0 X 116458 Laura Bentley Corporate Director, HR 40.0 X 117528 2896 Charles A Dyer Corp. Director Marketing 40.0 X 123565 0 0 Thomas A Corroto CFO - Former 40.0 X 174928 0 1109937 0 32540 7 true true false Prelude Services Inc 3911 Hartzdale Dr Suite 1102 CAMP HILL PA 17011 TECHNOLOGY SERVICES 488966 Howard Wershbale Co 23240 Chagrin Blvd 700 CLEVELAND OH 44122 accounting services 115115 EASYIT 4150 TULLER ROAD SUITE 210 DUBLIN OH 43017 Technology Services 264629 Consulting Group Smith Barney 449 Easton Way Suite 300 CLEVELAND OH 43219 Investment Services 148865 4 7959993 7716425 15676418 SERVICES TO AFFILIATES 900099 5811094 5811094 RESIDENT SERVICE REVENUE 900099 18400 18400 5829494 1713592 1713592 0 0 53700 0 53700 0 53700 53700 6853086 2644332 22410 4208754 -22410 4186344 4186344 0 0 0 OTHER REVENUE 900099 11540 11540 11540 27471088 5841034 5953636 0 20500 20500 0 0 636590 636590 0 1580885 1580885 24680 24680 205115 205115 0 167008 167008 0 92287 92287 95406 95406 0 0 258192 258192 1334598 997473 337125 36937 36937 301583 83063 218520 0 0 11308 11308 104003 104003 0 0 205771 205771 0 2131248 2131248 74135 74135 SUPPORT TO AFFILIATES 3692403 3692403 SERVICES FROM AFFILIATES 273277 273277 REPAIRS & MAINTENANCE 703444 703444 DUES, SUBSCRIPTIONS, & LICENSE 29910 23670 6240 159747 3599124 -3466452 27075 12139027 11370164 741788 27075 X 100 125 1547629 594561 454037 3765378 26188418 30497610 0 0 0 0 0 0 11973 8047 269899 99081 71585689 43724656 29097371 27861033 47353422 56990148 9542352 10452942 0 0 0 0 6149182 6443104 120614383 136712029 1863758 3280672 0 0 0 0 37685850 35908350 0 0 0 0 400000 1000000 0 0 48474 47344 39998082 40236366 X 72482992 80304878 1787126 9730047 6346183 6440738 80616301 96475663 120614383 136712029 X 15332061 2810656 -2283355 X false true X true false X 19043135 8020518 8550838 6607626 15676418 57898535 0 0 19043135 8020518 8550838 6607626 15676418 57898535 246321 57652214 2100329 1942607 1724338 2134067 1767292 9668633 0 12044 10385 78284 4535 11540 116788 67683956 27098671 0.85179 0.88127 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 754338 754338 56677505 32566713 24110792 9720483 7968841 1751642 4433363 3189102 1244261 27861033 HEDGE FUNDS 10321322 F OTHER SECURITIES 131620 F 10452942 0 SPLIT INTEREST AGREEMENTS 47344 47344 true Scholarships 18 20500 Schedule I, Part I, #2 All scholarship grants are paid directly to the respective university of the grantee. X X true false false false false false false false false Thomas J Stofac CEO 265048 0 0 0 0 0 3525 0 8375 0 276948 0 0 0 Thomas A Corroto CFO - Former 113262 0 61666 0 0 174928 0 A County of Clark Ohio 316000132 2012-02-01 50135000 Reissuance of bonds issued 2/18/09 A 1777500 0 50135000 0 0 0 0 0 0 50135000 0 0 2009 true false true true A false false true true false 0 false false false true A false true true true false 0 false 0 false false A false PAGE 6, PART VI, SECTION A, #6 & #7a MEMBERS: THE MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION SHALL CONSTITUTE THE MEMBERS OF THE CORPORATION AS PROVIDED IN SECTION 1702.14 OF THE OHIO REVISED CODE. MEMBERSHIP OR ANY INTEREST IN THIS CORPORATION SHALL NOT BE ASSIGNABLE BY ANY MEMBER. MEMBERSHIP AND ANY INTEREST IN THIS CORPORATION SHALL NOT PASS TO ANY PERSONAL REPRESENTATIVE, HEIR OR DEVISEE OF A MEMBER. MEMBERSHIP OF ANY MEMBER SHALL CEASE UPON HIS DEATH OR RESIGNATION, OR UPON THE EXPIRATION OF HIS TERM AS A MEMBER, AS FURTHER DEFINED BY THE CODE OF REGULATIONS OF THE CORPORATION. PAGE 6, part vi, section b, line 11B 990 REVIEW PROCESS: 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. PAGE 6, PART VI, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY: ALL TRUSTEES AND CERTAIN EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION. THE DECLARATION IS COLLECTED AND KEPT ON FILE. PAGE 6, PART VI, #15A & 15B PROCESS FOR DETERMING COMPENSATION: THE Board OF TRUSTEES DETERMINES THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. 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 THROUGH COMPARABLE ORGANIZATIONS AND/OR INDUSTRY GROUPS. THE ORGANIZATION HAS COMPENSATION GUIDELINES FOR MOST OTHER POSITIONS. PAGE 6, PART VI, #19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. page 12, part xi, #5 Other Changes in Net Assets: Net change in actuarial loss on pension plan $152,850 Change in value of beneficial interest in perpetual trusts $94,555 Transfers to affiliates ($2,530,760) -------------------- Total Other change in net assets ($2,283,355) OHIO MASONIC HOME BENEVOLENT ENDOWMENT FIVE MASONIC DRIVE SPRINGFIELD OH 45504 311451818 MANAGE ENDWMT OH 501(C)(3) 11C na SPRINGFIELD MASONIC COMMUNITY 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 311451813 SENIOR SVCS OH 501(C)(3) 9 oh mas home true BROWNING MASONIC COMMUNITY INC 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 311591769 SENIOR SVCS OH 501(C)(3) 9 oh mas home true WESTERN RESERVE MASONIC COMMUNITY INC 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 311816443 SENIOR SVCS OH 501(C)(3) 9 oh mas home true BROWNING REAL ESTATE HOLDING COMPANY INC 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 900042145 SENIOR SVCS OH 501(C)(3) 9 oh mas home true MASONIC FINANCIAL ASSISTANCE CORPORATION 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 320186721 SENIOR SVCS OH 501(C)(3) 9 oh mas home true MASONIC SENIOR SERVICES OF OHIO CORP 2655 WEST NATIONAL ROAD SPRINGFIELD OH 45501 261306274 SENIOR SVCS OH 501(C)(3) 9 oh mas home true CORNERSTONE HOME HEALTH OF NORTH WEST CO PO BOX 120 SPRINGFIELD OH 45501 311696952 HOME HEALTH OH 501(C)(3) 9 oh mas home true CORNERSTONE HOME HEALTH OF NORTH EAST CO PO BOX 120 SPRINGFIELD OH 45501 562460621 HOME HEALTH OH 501(C)(3) 9 oh mas home true Masonic Aging Services LLC 2655 West National Road Springfield OH 45504 901016483 Admin. Services OH yes C Corp 100 100 1.00000 true false true true false false false false false true false true true true true false false false false ohio masonic home benevolent endowment fdn c 7959993 cost masonic financial assistance corporation b 3692403 cost springfield masonic community l 3558837 cost browning masonic community inc l 215951 cost western reserve masonic community inc l 1012209 cost ohio masonic home benevolent endowment fdn l 438809 cost springield masonic community b 516070 cost masonic financial assistance corporation b 161459 cost CORNERSTONE HEALTH CARE INC l 356646 cost CORNERSTONE HEALTH CARE INC b 1024106 cost browning masonic community inc b 717459 Cost masonic senior services of ohio b 111667 cost SPRINGFIELD MASONIC COMMUNITY M 111437 COST