2013-11-15T08:36:39-06:00 2012-12-31 113266576 GRASSI & CO CPA'S PC 50 JERICHO QUADRANGLE JERICHO NY 11753 990 2012-01-01 135563012 TRUSTEES OF THE MASONIC HALL AND ASYLUM FUND TRUS 2127414520 71 WEST 23RD STREET NEW YORK NY 10010 PAUL ROSEN 2127414520 2013-11-13 1 DAVID ROTTKAMP P01303468 5162563500 2012 2016-02-25 16:41:14Z PAUL ROSEN 71 WEST 23RD STREET NEW YORK NY 10010 116603142 0 X WWW.MASONICHOMENY,ORG X 1864 NY SKILLED NURSING 9 8 1096 202 606413 82909 933851 3395529 41236245 37927822 7014265 8238165 3603858 4713961 52788219 54275477 749714 1406503 0 0 31129432 34048711 0 0 153645 21471765 21246974 53350911 56702188 -562692 -2426711 295203660 303850234 44761960 46874325 250441700 256975909 X THE MASONIC CARE COMMUNITY IS A MANIFESTATION OF THE DEDICATION OF MASONS TO THE PRINCIPLE OF BROTHERHOOD OF MAN UNDER THE "FATHERHOOD OF GOD", A HOME OFFERING BOTH PHYSICAL AND SPIRITUAL COMFORT. IT IS MORE THAN JUST A "PLACE TO LIVE", AS IT IS A PLACE FILLED WITH LOVE AND IT IS OUR HOPE THAT IT WILL REMAIN SO AS LONG AS IT SHALL ENDURE. IT IS WITH THESE THOUGHTS THAT THE MASONIC CARE COMMUNITY RECEIVES ITS GUESTS. THE MASONIC CARE COMMUNITY IS A MULTILEVEL LONG TERM CARE RESIDENTIAL COMMUNITY PROVIDING NURSING CARE, ADULT CARE AND INDEPENDENT LIVING APARTMENTS. THE MASONIC CARE COMMUNITY IS COMMITTED TO PROVIDING A HOLISTIC APPROACH TO THE CARE OF OUR RESIDENTS, WHICH PROMOTES MAXIMUM FUNCTIONING AND INDEPENENCE IN ALL ASPECTS OF THEIR LIFE. THIS COMMITMENT TO QUALITY OF LIFE REQUIRES THAT WE ALWAYS INVOLVE THE RESIDENT, FAMILY AND INTERDISCIPLINARY TEAM WHEN MAKING DECISIONS REGARDING CARE. BY DOING THIS, WE INSURE THE RESIDENTS WILL MAINTAIN THEIR DIGNITY AND SELF-WORTH 0 0 33855176 31221723 FULL-TIME SKILLED NURSING CARE IS OFFERED IN OUR HEALTH PAVILION. RESIDENTS ENJOY FREEDOM OF CHOICE, A RICH QUALITY OF LIFE, THEIR OWN DECISION MAKING AND BEING PART OF THE PLANNED COMMUNITY. RESIDENTS LIVE IN "HOUSEHOLDS" CONSISTING OF 8-16 PEOPLE. THE HEALTH PAVILION HAS A FULL TIME MEDICAL STAFF WITH 24-HOUR SKILLED NURSING CARE TO ENSURE THE HIGHEST LEVELS OF SERVICE, WHICH INCLUDES REHABILITATION SERVICES FOR SHORT AND LONG TERM CARE, ALZHEIMER AND DEMENTIA CARE, PALLIATIVE CARE AND RESPITE CARE. 68.6% OF PATIENT DAYS IN 2012 WERE FOR SERVICES PROVIDED TO INDIGENT MEDICAID RESIDENTS AT A COST THAT EXCEEDS THE REVENUE FOR THESE RESIDENTS FROM THE STATE OF NEW YORK. 4959420 2037834 WILEY HALL RESIDENTIAL ADULT CARE HAS 80 BEDS FOR MODERATE HEALTHCARE NEEDS AND PROVIDES ROOM, BOARD AND PERSONAL CARE SERVICES IN A COMMUNITY-BASED ATMOSPHERE. LIFE AT WILEY HALL IS STIMULATING AND REWARDING THANKS TO DAILY ACTIVITIES, PROGRAMS AND OFF-SITE TRIPS. A FULL-TIME MEDICAL STAFF IS ON-SITE WITH DOCTORS ON CALL. OTHER WILEY HALL SERVICES INCLUDE A HEALTHCARE CLINIC, OPTHALMOLOGY, DENTISTRY, PODIATRY, PLUS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. 2585221 3147895 ACACIA VILLAGE OFFERS THE BEST IN RETIREMENT LIVING, COMPLETE WITH A LONG LIST OF COMFORTS AND CONVENIENCES, SERVICES AND AMENITIES. OUR 35 MODERN SPACIOUS APARTMENTS FEATURE A VARIETY OF AMENITIES INCLUDING WALL TO WALL CARPETING, STACKED WASHER/DRYER, AND A FULLY EQUIPPED KITCHEN. AT ACACIA VILLAGE, TENANTS HAVE PRIORITY ACCESS TO THE COMPREHENSIVE CONTINUUM OF CARE AVAILABLE ON THE MASONIC CAMPUS. 3213958 1406503 1520370 THE MASONIC CARE COMMUNITY OFFERS MANY OTHER SERVICES INCLUDING CHILD DAY CARE AND CAMP ACTIVITES 3213958 1406503 1520370 44613775 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 48 0 1 1096 1 1 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X TRUSTEES OF THE MASONIC HALL AND ASYLUM FUND 2127414500 71 WEST 23RD STREET NEW YORK NY 10010 M DONALD DARROHN 35.00 X X 0 0 0 MANUEL ABAD 25.00 X X 0 0 0 GEORGE D BLASCH 30.00 X X 0 0 0 DAVID STOY 28.00 X X 0 0 0 GRIFFITH JONES III 10.00 X 0 0 0 WERNER KNIESEL 10.00 X 0 0 0 KEITH HEINRICH 15.00 X 0 0 0 JOHN KRAUSS 15.00 X 0 0 0 PAUL M ROSEN 15.00 X 0 0 0 ROBERT RAFFLE 40.00 X 161357 0 23119 DR GUY WILCOX 40.00 X 122527 0 15028 DR FLORIN OLTEANU 40.00 X 247011 0 5982 ELIF ERIM 40.00 X 185451 0 23442 DENISE WRIGHT-SCOTT 40.00 X 113596 0 1802 WILLIAM J LULEY 40.00 X 20979 0 1414 850921 0 70787 5 1 1 0 KINGS COUNTY WATERPROOFING 1200 UTICA AVE BROOKLYN NY 11230 GENERAL CONTRACTOR 6310825 HARVARD MAINTENANCE 570 SEVENTH AVE NEW YORK NY 10018 BUILDING MAINTENANCE 2891865 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE 471372 ROSLYN ENGINEERING 65 ARGYLL AVE NEW ROCHELLE NY 10804 ENGINEER 392412 BOND SCHOENECK & KING ONE LINCOLN CENTER SYRACUSE NY 13206 LEGAL 236832 12 3395529 3395529 PATIENT SERVICES 623000 33259557 33259557 ACACIA VILLAGE 623990 3147895 3147895 CHILD DAY CARE 624410 387691 387691 CAMP TURK 624410 352278 352278 780401 780401 37927822 5568616 5568616 11767817 7053856 4713961 4713961 606413 4107548 57943358 55273809 2669549 2669549 2669549 54275477 37927822 606413 12345713 1030203 1030203 376300 376300 210124 144872 65252 20908533 17696639 3147213 64681 2446148 2064957 373650 7541 8932570 6967173 1937520 27877 1551336 1311854 234744 4738 458111 100562 357549 115750 115750 676973 676973 1534569 1362947 171505 117 609757 125486 450377 33894 381703 141230 237385 3088 1125598 836769 288364 465 128043 121653 6390 121351 24574 96776 1 261679 261679 8101400 5795691 2302237 3472 611343 29749 581594 OTHER SUPPLIES 1884053 1521731 360998 1324 NURSING FEE ASSESSMENT 1840406 1840406 FOOD 1590458 1588531 1927 PHARAMACEUTICALS AND OT 1171851 1171185 664 2 633929 482916 150958 55 56702188 44613775 11934768 153645 9452 9452 17457972 13290722 6521231 9530073 337965 271309 2454815 2534227 223205042 109740340 114422492 113464702 141121080 152172912 12878653 12576837 295203660 303850234 4877773 6687634 17219543 15875517 22664644 24311174 44761960 46874325 X 224342980 230146915 599606 618379 25499114 26210615 250441700 256975909 295203660 303850234 X -2426711 9498040 -537120 X X 0 1 X 1 0 X 2209301 1638263 1514934 933851 3395529 9691878 30217383 31722559 35048642 41339541 37927822 176255947 32426684 33360822 36563576 42273392 41323351 185947825 0 0 0 185947825 15722590 13813504 14905805 15961040 17336433 77739372 15722590 13813504 14905805 15961040 17336433 77739372 696421 424798 1121219 48149274 47870747 51894179 58234432 58659784 264808416 0.70220 0.68730 0.29360 0.29940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1455 1455 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: LOBBYING ACTIVITIES ARE FROM AN ALLOCATION OF ASSOCIATION DUES 25499114 342612 368889 26210615 26020522 -521408 25499114 25601776 753057 334311 26020522 24894642 934254 227120 25601776 26723900 120602 -1662086 287774 24894642 0.00000 1.00000 0.00000 0 0 3796918 3796918 192740541 93796463 98944078 16986990 15943877 1043113 9680593 9680593 113464702 ACCRUED PENSION LIABLITY 16392266 DUE TO THIRD PARTIES 4424501 TENANT'S SECURITY DEPOSITS 1006711 OTHER LIABILITIES 1067703 LIABILITY FOR CUSTODIAL FUNDS 1419993 24311174 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE SKILLED NURSING FACILITY, THE EDUCATIONAL ASSISTANCE PROGRAM, THE SUMMER CAMP AND THE GENERAL OPERATIONS OF THE TRUSTEES OF THE MASONIC HALL AND ASYLUM FUND. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE TRUSTEES HAVE ADOPTED THE PROVISION PERTAINING TO UNCERTAIN TAX PROVISIONS UNDER FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, AND HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 TAPPAN WASHINGTON MEMORIAL CORPORATION 71 WEST 23RD STREET NEW YORK NY 10010 136196075 501(C)(3) 106443 ORGANIZATIONAL GRANTS AWARDED WITH BOARD APPROVAL FOR MAINTENANCE OF A HISTORICAL LANDMARK CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF GRAND LODGE 71 WEST 23RD STREET NEW YORK NY 10010 133209616 501(C)(3) 206760 DONATIONS TO PRESERVE ITEMS RELEVANT TO TRUSTEES THE MASONIC BROTHERHOOD FOUNDATION 71 WEST 23RD STREET NEW YORK NY 10010 237286593 501(C)(3) 717000 SUPPORT FOR VICTIMS OF HURRICANE SANDY 3 EDUCATIONAL SCHOLARSHIPS 615 376300 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE TRUSTEES OF THE MASONIC HALL AND ASYLUM FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO DESERVING INDIVIDUALS. APPLICANTS ARE SOLICITED THROUGH PUBLICATION IN THE EMPIRE STATE MASON MAGAZINE AND PUBLICATION ON THEIR WEBSITE. THE POOL OF POTENTIAL APPLICANTS CONSISTS OF APPROXIMATELY 100,000+ PEOPLE WHICH INCLUDE MASONS, THEIR CHILDREN AND THEIR GRANDCHILDREN IN THE STATE OF NEW YORK. APPLICATIONS ARE REVIEWED BY AN INDEPENDENT CONSULTANT WHO CONSIDERS BOTH ACADEMIC PERFORMANCE AND FINANCIAL NEED AS THE CRITERIA FOR DETERMINING WHO IS AWARDED AND THE AMOUNT GIVEN FOR THE EDUCATIONAL SCHOLARSHIP. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ROBERT RAFFLE 161357 0 0 0 0 0 4560 0 18559 0 184476 0 0 0 DR FLORIN OLTEANU 247011 0 0 0 0 0 4723 0 1259 0 252993 0 0 0 ELIF ERIM 185451 0 0 0 0 0 9302 0 14140 0 208893 0 0 0 WILLIAM J LULEY 20979 0 0 0 0 0 0 0 1414 0 22393 0 0 0 PART I, LINE 1A THERE WAS NO TRAVEL FOR COMPANIONS FOR THE EXECUTIVE AND ASSOCIATE EXECUTIVE DIRECTOR IN 2012. THE TRUSTEES WITH TRAVEL COMPANIONS AND AMOUNTS PAID ARE THE FOLLOWING: MANUEL ABAD $509 GEORGE BLASCH $394 WERNER KNIESEL $519 MADISON SCHOEBERLEIN GRANDCHILD OF TRUSTEE 500 SCHOLARSHIP FORM 990, PART VI, SECTION A, LINE 7A THE GRAND LODGE ELECTS THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING. FORM 990 IS EITHER DISCUSSED AS PART OF BOARD MEETINGS OR VIA EMAIL CORRESPONDENCE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND DEPARTMENT HEADS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENTS. THE STATEMENTS ARE REVIEWED BY A CORPORATE COMPLIANCE COMMITTEE AND A COMMITTEE OF THE BOARD. THE COMMITTEE WILL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A GREATER ADVANTAGEOUS TRANSACTION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO CONFLICT OF INTEREST. IF NOT, THE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. THEY WILL ALSO DETERMINE IF THE TRNASACTION IS FAIR AND REASONABLE TO THE ORGANIZATION, AND WILL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION. THE INDIVIDUAL WHO HAS A CONFLICT MAY BE PRESENT DURING THE FINAL DELIBERATIONS. A WRITTEN RECORD OF THE PROCEEDINGS WILL BE MAILED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMPENSATION COMMITTEE THAT DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND BASED ON COMPARATIVE SALARY DATA OBTAINED FROM NURSING HOMES IN THE SAME REGION AND SIZE AS THE MASONIC CARE COMMUNITY. THE LAST REVIEW WAS PERFORMED IN 2011 AND WAS APPROVED BY AN INDEPENDENT BODY AND CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND 1023 ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS DISTRIBUTED TO ALL MASONS THAT ATTEND GRAND LODGE IN MAY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: GAIN ON BENEFICIAL INTEREST IN TRUSTS 387,348. PENSION LOSS -924,468. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE LAST YEAR TAPPAN WASHINGTON MEMORIAL CORP 71 W 23 ST NEW YORK NY 10010 136196075 ESTABLISHED TO MAINTAIN HISTORIC SITE AT TAPPAN NY NY 501(C)(3) 7 N/A 0 ACACIA CERTIFIED HOME CARE COMPANY 2150 BLEECKER ST UTICA NY 13501 542140847 HOME HEALTH CARE SERVICE NY 501(C)(3) 9 N/A 0 ACACIA LICENSED HOME CARE COMPANY 2150 BLEECKER ST UTICA NY 13501 550856711 HOME HEALTH CARE SERVICE NY 501(C)(3) 9 N/A 0 GRAND LODGE OF THE STATE OF NY 71 W 23 ST NEW YORK NY 10010 135572763 MEMBERSHIP ORGANIZATION NY 501(C)(10) N/A 0 CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF GRAND LODGE 71 W 23 ST NEW YORK NY 10010 133209616 MASONIC LIBRARY NY 501(C)(3) 7 N/A 0 THE MASONIC BROTHERHOOD FUND 71 W 23 ST NEW YORK NY 10010 237286593 FUNDRAISING NY 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 ACACIA CERTIFIED HOME CARE COMPANY J 12000 FAIR MARKET VALUE TAPPAN WASHINGTON MEMORIAL CORP B 106443 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF GRAND LODGE B 206760 FAIR MARKET VALUE THE MASONIC BROTHERHOOD FOUNDATION B 717000 FAIR MARKET VALUE GRAND LODGE OF THE STATE OF NEW YORK J 706232 FAIR MARKET VALUE GRAND LODGE OF THE STATE OF NEW YORK N 163102 FAIR MARKET VALUE CHANCELLOR ROBERT R LIVINGSTON MASONIC LIBRARY OF GRAND LODGE J 353116 FAIR MARKET VALUE GRANT NUMBER 4 TO THE MASONIC BROTHERHOOD FOUNDATION- $717,000 SCHEDULE R PART V LINE 2 THE ORGANIZATION DOES NOT ENGAGE IN THIS ACTIVITY REGULARLY. THIS WAS A SPECIAL CIRCUMSTANCE FOR THE BENEFIT OF DISASTER RELIEF VICTIMS.