2013-04-30T09:55:16-05:00 2012-12-31 541149263 YOUNT HYDE & BARBOUR PC 50 SOUTH CAMERON STREET WINCHESTER VA 22601 990 2012-01-01 540541802 MASONIC HOME OF VIRGINIA MASO 8042221694 500 MASONIC LANE HENRICO VA 23223 MS ANNE B HAGEN 8042221694 2013-04-11 1 R STEVEN SPITZER CPA P00192866 5406623417 2012 2016-03-07 17:11:31Z MS ANNE B HAGEN 500 MASONIC LANE HENRICO VA 23223 22028581 0 X WWW.MAHOVA.COM X 1890 VA TO PROVIDE A CARING HIGH QUALITY RETIREMENT COMMUNITY AND NEEDED IN-HOME CARE TO VIRGINIA'S MASONS 16 15 281 25 0 0 1591942 1753102 5908031 6015565 4331211 3738980 25014 32611 11856198 11540258 0 0 0 0 7920671 8138482 0 0 216859 4764908 4726368 12685579 12864850 -829381 -1324592 91281099 95808483 7448343 7575203 83832756 88233280 SEE SCHEDULE O 0 0 11348441 6015565 RETIREMENT, HEALTHCARE AND NURSING FACILITIES FOR APPROXIMATELY 212 RESIDENTS. THE HOME PROVIDES CARE FOR LIFE TO RESIDENTS USING GIFTS AND INCOME FROM INSTITUTIONAL FUNDS. 11348441 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 281 1 0 1 CJ 0 0 0 1 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X THE HOME 8042221694 500 MASONIC LANE HENRICO VA 23223 JAMES COLE 40.00 X X X 165084 0 24273 LAMBROS G DELIGAN 1.00 X 0 0 0 SAMUEL M JONES MD 1.00 X 0 0 0 HARRIS T LUSCOMB III 1.00 X 0 0 0 ALAN W ADKINS 1.00 X 0 0 0 LEONARD A ROWE 1.00 X 0 0 0 JAMES M SCEARCE JR 1.00 X 0 0 0 GORDON HECTOR SPRIGG JR 1.00 X 0 0 0 SHELDON B RICHMAN 1.00 X 0 0 0 JAMES W GOLLADAY JR 1.00 X 0 0 0 LOUIS K CAMPBELL 1.00 X 0 0 0 WAYNE S FLORA 1.00 X 0 0 0 REESE E CARROLL JR 1.00 X 0 0 0 BRADFOR F BURNETT 1.00 X 0 0 0 NELSON C TRINKLE SR 1.00 X 0 0 0 JAMES E LITTEN 1.00 X 0 0 0 ANNE B HAGEN 40.00 X 126170 0 23542 291254 0 47815 2 0 1 0 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 4 1753102 1753102 INCOME FROM RESIDENTS 623000 5901860 5901860 113705 113705 6015565 1732829 1732829 25998 0 25998 25998 25998 12494474 10486896 1427 2007578 -1427 2006151 2006151 6613 0 6613 6613 11540258 6015565 0 3771591 291254 291254 6139243 5580449 453879 104915 175197 121146 49796 4255 1013554 958663 45051 9840 519234 456504 54357 8373 38178 38178 32990 32990 13690 13690 250595 153654 93924 3017 64623 47150 6664 10809 151328 26752 74343 50233 434014 434014 51551 6821 25705 19025 964621 964621 205735 166834 34293 4608 RESIDENT MEDICAL 910195 910195 FOOD 854549 825839 28710 EQUIPMENT LEASE AND MAI 237260 228770 8490 BUILDING AND GROUNDS 127240 126699 541 389799 340330 47685 1784 12864850 11348441 1299550 216859 1521078 2086201 406505 187915 112245 77785 35684107 17672718 18118395 18011389 55850977 57883467 7922835 9769746 7349064 7791980 91281099 95808483 999234 1380454 4996626 4789987 349025 121031 1103458 1283731 7448343 7575203 X 75961059 79902105 396264 395322 7475433 7935853 83832756 88233280 91281099 95808483 X -1324592 5265733 459383 X X 0 1 X 1 0 X 1184136 1178315 2948361 1591942 1753102 8655856 1184136 1178315 2948361 1591942 1753102 8655856 1219616 7436240 910057 5925545 2957538 4331211 3738980 17863331 26519187 29997757 0.28040 0.30630 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63688368 172888 9016728 4883297 138265 67856422 70690747 371418 -2652189 4573052 148556 63688368 65006186 170066 9074544 3560049 70690747 54515484 51005 13991324 3473000 78627 65006186 83345480 215653 -26195198 2755300 95151 54515484 0.97570 0.02430 0 0 63099 63099 30194358 13601680 16592678 3648584 2809198 839386 1778066 1261840 516226 18011389 8216126 F ASSETS HELD IN TRUST 1553620 F 9769746 NOTES RECEIVABLE 66924 SPLIT INTEREST AGREEMENTS RECEIVABLE 6227190 REAL ESTATE HELD 1176756 CEMETARY PLOTS 321110 7791980 ENTRANCE FEE DEPOSITS 17500 ANNUITY LIABILITIES 1080417 DEFERRED COMPENSATION 121595 CAPITAL LEASE OBLIGATION 64219 1283731 17265374 5265733 459383 5725116 11540258 0 11540258 12864850 0 12864850 0 12864850 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. X X X X 0 1 0 0 0 0 0 0 0 JAMES COLE 165084 0 0 0 0 0 14833 0 9440 0 189357 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTERST AGREEMENT 459,383. 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.