MASONIC HOME OF VIRGINIA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MASONIC HOME OF VIRGINIA (EIN 54-0541802)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-30
- IRS object ID
- 201331209349300018
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T09:55:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541149263 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH CAMERON STREET | AddressLine1 |
| City | WINCHESTER | City |
| State | VA | State |
| ZIP Code | 22601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540541802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONIC HOME OF VIRGINIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 8042221694 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1 |
| City | HENRICO | City |
| State | VA | State |
| ZIP Code | 23223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MS ANNE B HAGEN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 8042221694 | Phone |
| Date Signed | 2013-04-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R STEVEN SPITZER CPA | Name |
| PTIN | P00192866 | PTIN |
| Phone | 5406623417 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MS ANNE B HAGEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1 |
| City | HENRICO | City |
| State | VA | State |
| ZIP Code | 23223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22028581 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MAHOVA.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE A CARING HIGH QUALITY RETIREMENT COMMUNITY AND NEEDED IN-HOME CARE TO VIRGINIA'S MASONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 281 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1591942 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1753102 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5908031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6015565 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4331211 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3738980 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25014 | OtherRevenuePriorYear |
| Other Revenue Current Year | 32611 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11856198 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11540258 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7920671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8138482 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 216859 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4764908 | OtherExpensePriorYear |
| Other Expenses Current Year | 4726368 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12685579 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12864850 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -829381 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1324592 | RevenuesLessExpensesCY |
| Total Assets BOY | 91281099 | TotalAssetsBOY |
| Total Assets EOY | 95808483 | TotalAssetsEOY |
| Total Liabilities BOY | 7448343 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7575203 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 83832756 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 88233280 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11348441 | Expense |
| Revenue | 6015565 | Revenue |
| Description | RETIREMENT, HEALTHCARE AND NURSING FACILITIES FOR APPROXIMATELY 212 RESIDENTS. THE HOME PROVIDES CARE FOR LIFE TO RESIDENTS USING GIFTS AND INCOME FROM INSTITUTIONAL FUNDS. | Description |
| Total Program Service Expense | 11348441 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 281 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 0 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042221694 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MASONIC LANE | AddressLine1 |
| City | HENRICO | City |
| State | VA | State |
| ZIP Code | 23223 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| JAMES COLE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | X | X | 165084 | 0 | 24273 |
| LAMBROS G DELIGAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SAMUEL M JONES MD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HARRIS T LUSCOMB III | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ALAN W ADKINS | |||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| LEONARD A ROWE | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| JAMES M SCEARCE JR | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | ||
| GORDON HECTOR SPRIGG JR | |||||||
| VICE-PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| SHELDON B RICHMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JAMES W GOLLADAY JR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LOUIS K CAMPBELL | |||||||
| GRAND MASTER | 1.00 | X | 0 | 0 | 0 | ||
| WAYNE S FLORA | |||||||
| DEPUTY GRAND MASTER | 1.00 | X | 0 | 0 | 0 | ||
| REESE E CARROLL JR | |||||||
| GRAND SENIOR WARDEN | 1.00 | X | 0 | 0 | 0 | ||
| BRADFOR F BURNETT | |||||||
| GRAND COMMANDER | 1.00 | X | 0 | 0 | 0 | ||
| NELSON C TRINKLE SR | |||||||
| GRAND HIGH PRIEST | 1.00 | X | 0 | 0 | 0 | ||
| JAMES E LITTEN | |||||||
| GRAND JUNIOR WARDEN | 1.00 | X | 0 | 0 | 0 | ||
| ANNE B HAGEN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 126170 | 0 | 23542 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 291254 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 47815 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON'S | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICE PROVIDER | 947821 |
| RAY ALLEN JR ELECTRICAL | |||||
| 9518 WATERFALL COVE DR | CHESTERFIELD | VA | 23832 | ELECTRICAL CONTRACTOR | 133195 |
| CAVALIER FLOORING SYSTEMS | |||||
| 2020 TOMLYN ST | RICHMOND | VA | 23230 | FLOORING SERVICE | 127195 |
| MEDLINE INDUSTRIES | |||||
| BOX 382075 | PITTSBURGH | PA | 152518075 | MEDICAL SUPPLY COMPANY | 111371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 1753102 | AllOtherContributions |
| Total Contributions | 1753102 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM RESIDENTS | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 5901860 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5901860 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113705 | TotalRevenueColumn |
| Related Or Exempt Function Income | 113705 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6015565 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1732829 | TotalRevenueColumn |
| Exclusion | $1,732,829 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25998 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25998 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25998 | TotalRevenueColumn |
| Exclusion | $25,998 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12494474 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10486896 | Securities |
| Other | 1427 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2007578 | Securities |
| Other | -1427 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2006151 | TotalRevenueColumn |
| Exclusion | $2,006,151 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 6613 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6613 | TotalRevenueColumn |
| Exclusion | $6,613 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11540258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6015565 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,771,591 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291254 | Total |
| Management And General | 291254 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6139243 | Total |
| Program Services | 5580449 | ProgramServices |
| Management And General | 453879 | ManagementAndGeneral |
| Fundraising | 104915 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175197 | Total |
| Program Services | 121146 | ProgramServices |
| Management And General | 49796 | ManagementAndGeneral |
| Fundraising | 4255 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1013554 | Total |
| Program Services | 958663 | ProgramServices |
| Management And General | 45051 | ManagementAndGeneral |
| Fundraising | 9840 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519234 | Total |
| Program Services | 456504 | ProgramServices |
| Management And General | 54357 | ManagementAndGeneral |
| Fundraising | 8373 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38178 | Total |
| Management And General | 38178 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32990 | Total |
| Management And General | 32990 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13690 | Total |
| Management And General | 13690 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250595 | Total |
| Program Services | 153654 | ProgramServices |
| Management And General | 93924 | ManagementAndGeneral |
| Fundraising | 3017 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64623 | Total |
| Program Services | 47150 | ProgramServices |
| Management And General | 6664 | ManagementAndGeneral |
| Fundraising | 10809 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151328 | Total |
| Program Services | 26752 | ProgramServices |
| Management And General | 74343 | ManagementAndGeneral |
| Fundraising | 50233 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434014 | Total |
| Program Services | 434014 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51551 | Total |
| Program Services | 6821 | ProgramServices |
| Management And General | 25705 | ManagementAndGeneral |
| Fundraising | 19025 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 964621 | Total |
| Program Services | 964621 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205735 | Total |
| Program Services | 166834 | ProgramServices |
| Management And General | 34293 | ManagementAndGeneral |
| Fundraising | 4608 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESIDENT MEDICAL | 910195 | 910195 | |
| FOOD | 854549 | 825839 | 28710 |
| EQUIPMENT LEASE AND MAI | 237260 | 228770 | 8490 |
| BUILDING AND GROUNDS | 127240 | 126699 | 541 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389799 | Total |
| Program Services | 340330 | ProgramServices |
| Management And General | 47685 | ManagementAndGeneral |
| Fundraising | 1784 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12864850 | Total |
| Program Services | 11348441 | ProgramServices |
| Management And General | 1299550 | ManagementAndGeneral |
| Fundraising | 216859 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1521078 | BOY |
| EOY | 2086201 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406505 | BOY |
| EOY | 187915 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112245 | BOY |
| EOY | 77785 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35684107 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17672718 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18118395 | BOY |
| EOY | 18011389 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55850977 | BOY |
| EOY | 57883467 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7922835 | BOY |
| EOY | 9769746 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7349064 | BOY |
| EOY | 7791980 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91281099 | BOY |
| EOY | 95808483 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 999234 | BOY |
| EOY | 1380454 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4996626 | BOY |
| EOY | 4789987 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349025 | BOY |
| EOY | 121031 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1103458 | BOY |
| EOY | 1283731 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7448343 | BOY |
| EOY | 7575203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75961059 | BOY |
| EOY | 79902105 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396264 | BOY |
| EOY | 395322 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7475433 | BOY |
| EOY | 7935853 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83832756 | BOY |
| EOY | 88233280 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91281099 | BOY |
| EOY | 95808483 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1324592 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5265733 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 459383 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1184136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1178315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2948361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1591942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1753102 | CurrentTaxYear |
| Total | 8655856 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1184136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1178315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2948361 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1591942 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1753102 | CurrentTaxYear |
| Total | 8655856 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1219616 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7436240 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 910057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5925545 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2957538 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4331211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3738980 | CurrentTaxYear |
| Total | 17863331 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26519187 | TotalSupport |
| Gross Receipts From Admissions Etc | 29997757 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.28040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.30630 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE AS CALCULATED PER SCHEDULE A FOR 2012 IS 28.04%, WHICH MEETS THE 10% SUPPORT TEST. THE ORGANIZATION PROVIDES FACILITIES OR SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. SOLICITATION OF PUBLIC SUPPORT IS BROAD BASED, WITH DIRECT APPEALS MADE TO OVER 38,000 PEOPLE DURING 2012. A FULL TIME STAFF PERSON IS ASSIGNED TO SOLICIT PUBLIC SUPPORT. A TOTAL OF 4,715 INDIVIDUAL GIFTS WERE RECEIVED FROM MORE THAN 3,000 DONORS DURING 2012. THE DONORS ARE GEOGRAPHICALLY DISPERSED THROUGHOUT MORE THAN 90 COUNTIES AND MUNICIPALITIES IN VIRGINIA AND IN OTHER STATES. DONORS REPRESENT A BROAD SPECTRUM OF SOCIO-ECONOMIC LEVELS FROM RETIREES TO WEATHLY INDIVIDUALS. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63688368 | BeginningOfYearBalance |
| Contributions | 172888 | Contributions |
| Investment Earnings Or Losses | 9016728 | InvestmentEarningsOrLosses |
| Other Expenditures | 4883297 | OtherExpenditures |
| Administrative Expenses | 138265 | AdministrativeExpenses |
| End Of Year Balance | 67856422 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 70690747 | BeginningOfYearBalance |
| Contributions | 371418 | Contributions |
| Investment Earnings Or Losses | -2652189 | InvestmentEarningsOrLosses |
| Other Expenditures | 4573052 | OtherExpenditures |
| Administrative Expenses | 148556 | AdministrativeExpenses |
| End Of Year Balance | 63688368 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65006186 | BeginningOfYearBalance |
| Contributions | 170066 | Contributions |
| Investment Earnings Or Losses | 9074544 | InvestmentEarningsOrLosses |
| Other Expenditures | 3560049 | OtherExpenditures |
| End Of Year Balance | 70690747 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54515484 | BeginningOfYearBalance |
| Contributions | 51005 | Contributions |
| Investment Earnings Or Losses | 13991324 | InvestmentEarningsOrLosses |
| Other Expenditures | 3473000 | OtherExpenditures |
| Administrative Expenses | 78627 | AdministrativeExpenses |
| End Of Year Balance | 65006186 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83345480 | BeginningOfYearBalance |
| Contributions | 215653 | Contributions |
| Investment Earnings Or Losses | -26195198 | InvestmentEarningsOrLosses |
| Other Expenditures | 2755300 | OtherExpenditures |
| Administrative Expenses | 95151 | AdministrativeExpenses |
| End Of Year Balance | 54515484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.97570 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02430 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 63099 | InvestmentCostOrOtherBasis |
| Book Value | 63099 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 30194358 | InvestmentCostOrOtherBasis |
| Depreciation | 13601680 | Depreciation |
| Book Value | 16592678 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3648584 | InvestmentCostOrOtherBasis |
| Depreciation | 2809198 | Depreciation |
| Book Value | 839386 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1778066 | InvestmentCostOrOtherBasis |
| Depreciation | 1261840 | Depreciation |
| Book Value | 516226 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18011389 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 8216126 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD IN TRUST | Description |
| Book Value | 1553620 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9769746 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| NOTES RECEIVABLE | 66924 |
| SPLIT INTEREST AGREEMENTS RECEIVABLE | 6227190 |
| REAL ESTATE HELD | 1176756 |
| CEMETARY PLOTS | 321110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7791980 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ENTRANCE FEE DEPOSITS | $17,500 |
| ANNUITY LIABILITIES | $1,080,417 |
| DEFERRED COMPENSATION | $121,595 |
| CAPITAL LEASE OBLIGATION | $64,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1283731 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 17265374 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5265733 | NetUnrealizedGainsInvestments |
| Other Revenues | 459383 | OtherRevenues |
| Revenue Not Rptd F990 | 5725116 | RevenueNotRptdF990 |
| Revenue Subtotal | 11540258 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11540258 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12864850 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12864850 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12864850 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART V, LINE 4: THE ENDOWMENT IS HELD TO SUPPORT THE OPERATIONS OF THE CONTINUING CARE RETIREMENT COMMUNITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 459,383. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES COLE | NamePerson |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Base Compensation Filing Org | 165084 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14833 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9440 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 189357 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ANNUALLY, AT LEAST TWO WEEKS PRIOR TO THE ACTUAL SUBMISSION OF THE INFORMATIONAL TAX RETURN, (IRS FORM 990), A PDF COPY OF THE ENTIRE FORM 990 IS OBTAINED FROM THE TAX PREPARER AND CIRCULATED TO THE ENTIRE BOARD OF GOVERNORS FOR REVIEW. TO ENSURE AN ADEQUATE REVIEW, MEMBERS OF THE FINANCE COMMITTEE ARE REQUIRED TO POSITIVELY AFFIRM VIA EMAIL THAT THEY HAVE REVIEWED THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SIGN CONFLICT OF INTEREST STATEMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HOME HAS HAD OUTSIDE CONSULTANTS PERFORM COMPENSATION STUDIES FOR THE INDUSTRY. THE BOARD APPROVES SALARIES FOR KEY EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC AT ITS MAIN OFFICE AT 500 MASONIC LANE AND UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTERST AGREEMENT 459,383. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990,PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE WHO IS RESPONSIBLE TO OVERSEE THE AUDIT AND SELECT INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED THIS YEAR. | ||
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: STRATEGIC OBJECTIVE ONE: WITHOUT REGARD FOR THEIR ABILITY TO PAY, TO ALWAYS PROVIDE ANY ELIGIBLE MASON, HIS WIFE OR WIDOW A QUALITY CONTINUING CARE RETIREMENT COMMUNITY IN A COST EFFECTIVE MANNER CONSISTENT WITH THE PRINCIPLES OF MASONIC RELIEF. STRATEGIC OBJECTIVE TWO: TO PROVIDE OR TO MAKE AVAILABLE TO ANY ELIGIBLE MASON, HIS WIFE OR WIDOW NECESARY IN-HOME ASSISTANCE AND CARE IN A COST EFFECTIVE MANNER. STRATEGIC OBJECTIVE THREE: TO REMAIN FINANCIALLLY VIABLE IN SUPPORT OF A MASONS-AND-THEIR-RELATIVES ONLY FOCUS AS LONG AS POSSIBLE. |
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