2012-11-09T13:45:12-06:00 2011-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2011-01-01 310536997 THE OHIO MASONIC HOME % THOMAS CORROTO OHIO 9373251531 PO Box 120 Springfield OH 45501 thomas stofac 2012-11-09 true Joseph C Sbrocco CPA 2168311200 2011 2016-02-24 21:20:13Z Thomas Stofac 2655 WEST NATIONAL ROAD Springfield OH 455043698 35218155 false X www.ohiomasonichome.org X 1890 OH to provide quality adult healthcare, retirement living and community based services IN A DIGNIFIED, SUPPORTIVE LIVING ENVIRONMENT IN THE NAME OF OHIO FREEMASONRY. 15 15 37 1 0 8020518 8550838 5020340 5267606 4028116 2752138 35304 118384 17104278 16688966 22000 16834 0 0 2372550 2489092 0 0 295237 9000183 8723198 11394733 11229124 5709545 5459842 118847307 115927887 42862821 41618938 75984486 74308949 THE MISSION OF THE OHIO MASONIC HOME IS TO PROVIDE QUALITY ADULT HEALTHCARE, RETIREMENT LIVING AND COMMUNITY BASED SERVICES IN A DIGNIFIED, SUPPORTIVE LIVING ENVIRONMENT IN THE NAME OF OHIO FREEMASONRY. OUR PURPOSE IS TO PROVIDE MANAGEMENT AND SUPPORT SERVICES AND MANAGE THE RESOURCES FOR OUR SUBSIDIARY ORGANIZATIONS TO SERVE MASONS AND OLDER ADULTS THROUGH RETIREMENT COMMUNITY CAMPUSES AND COMMUNITY BASED SERVICES. false false 10384054 16834 5345890 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 resource to help people age respectfully. 10384054 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 202 0 37 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 THOMAS CORROTO 9375254983 2655 WEST NATIONAL ROAD Springfield OH 455043698 Dr Ross R Black II 1.0 X 0 0 0 John R Clime 1.0 X 0 0 0 Ronald L Connelly 1.0 X X 0 0 0 Steven A Duncan 1.0 X 0 0 0 Edward L Fouch 1.0 X X 0 0 0 Richard M Holcombe 1.0 X 0 0 0 Owen E Johnson MD 1.0 X 0 0 0 Donald R Losasso 1.0 X 0 0 0 Clarence Hartzell III 1.0 X 0 0 0 Michael T Puskarich 1.0 X X 0 0 0 Kermit V Zimmerman 1.0 X X 0 0 0 Dan c Arnold 1.0 X 0 0 0 Terry W Posey 1.0 X 0 0 0 William D Stratton 1.0 X 0 0 0 Jeffrey Waltz 1.0 X 0 0 0 J Michael Williams 40.0 X 115622 0 16353 John B White 40.0 X 110816 0 23315 Steve M Wuitschick 40.0 X 49191 0 1948 Thomas J Stofac 40.0 X 166187 0 17474 Marion L Leeman 40.0 X 51109 0 1827 492925 0 60917 3 false true false Consulting Group Smith Barney 4449 Easton Way Suite 300 COLUMBUS OH 43219 investment services 143065 Prelude Services Inc 3911 Hartzdale Dr Suite 1102 CAMP HILL PA 17011 TECHNOLOGY SERVICES 220000 Howard Wershbale Co 23240 Chagrin Blvd 700 CLEVELAND OH 44122 accounting services 106285 McDougall MArketing Services 1192 Westridge Road DAYTON OH 45459 marketing services 119612 Thomas A Corroto LLC 5898 Whitecraigs ct DUBLIN OH 43017 Professional Service 150118 5 6374006 2176832 8550838 SERVICES TO AFFILIATES 900099 5240895 5240895 RESIDENT SERVICE REVENUE 900099 26711 26711 5267606 1686838 1686838 0 0 37500 37500 37500 37500 19592629 18516895 10434 1075734 -10434 1065300 1065300 4460 1860 2600 2600 0 0 OTHER REVENUE 900099 78284 78284 78284 16688966 5345890 2792238 0 16834 16834 0 0 553842 553842 0 1052545 1052545 42640 42640 667603 667603 172462 172462 0 61478 61478 93031 93031 0 0 412651 412651 504551 272986 231565 464 464 344621 220977 123644 0 0 9879 9879 42462 42462 0 0 481807 481807 0 2241934 2241934 548469 548469 SUPPORT TO AFFILIATES 3421648 3421648 SERVICES FROM AFFILIATES 263349 263349 ALLOC OF M&G EXP TO AFFILIATES 2777803 -2777803 ALLOC OF FUND FROM AFFILIATES -295237 295237 296854 10954 285900 11229124 10384054 549833 295237 100 100 4612126 2637306 844361 764742 18995260 24997094 0 0 0 0 0 0 0 0 194526 226210 71221958 40534698 32404237 30687260 45394461 40596537 9756346 10235880 0 0 0 0 6645890 5782758 118847307 115927887 1728604 2135945 0 0 0 0 41093600 39432542 0 0 0 0 0 0 0 0 40617 50451 42862821 41618938 X 68187621 66670239 1484920 1582608 6311945 6056102 75984486 74308949 118847307 115927887 X 5459842 -7135379 X false true true X false X 12256286 20200407 19043135 8020518 8550838 68071184 12256286 20200407 19043135 8020518 8550838 68071184 68071184 1549381 367111 2100329 1942607 1724338 7683766 36285 12044 10385 78284 136998 75891948 29603728 0.89695 0.89951 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 754338 754338 56675920 30288437 26387483 9640525 7459982 2180543 4151175 2786279 1364896 30687260 HEDGE FUNDS 10215880 F OTHER SECURITIES 20000 F 10235880 0 SPLIT INTEREST AGREEMENTS 50451 50451 true SCHOLARSHIPS 17 16834 Grants Schedule I, Part I, #2 All scholarship grants are paid directly to the respective university of the grantee. X X false false false false false false false false false Thomas J Stofac 166187 0 0 0 0 0 3526 0 13948 0 183661 0 0 0 County of Clark Ohio 316000132 2009-02-18 55740000 health care facilities - clark cou true false false 0 0 55740000 0 0 53933693 407829 0 0 1398478 0 0 2009 true false true true false false false false 0.00000 0.00000 0.00000 true false true false 0 false 0 false false PROCESS FOR DETERMINING COMPENSATION PAGE 6, PART VI, #15A & 15b THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. COMPENSATION IS APPROVED IN ADVANCE FOR ALL EMPLOYEES, 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. MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY PAGE 6, PART VI, #12C ALL TRUSTEES and CERTAIN EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST DECLARATION. THE DECLARATION IS COLLECTED AND KEPT ON FILE. DOCUMENTS AVAILABLE TO PUBLIC 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. MEMBERS PAGE 6, PART VI, SECTION A, #6 and #7a The Board of Trustees of this corporation are appointed by members of the Masonic Fraternity according to the bylaws of the corporation. 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. form 990 review process page 6, part vi, section b, #11b THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WHO THEN SUBMITS THE FORM 990 TO THE 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. Tax Exempt Bonds Schedule K The Ohio Masonic Home, Masonic Financial Assistance Corporation, Springfield Masonic Community, The Browning Masonic Community, and Western Reserve Masonic Community are part of an obligated group for the series 2009 bond issue. The 2009 bonds were issued to finance the current refunding of prior bond issues and to acquire and construct additional care facilities for the Ohio Masonic Home and affiliated entities. Masonic Senior Services, who is an affiliate reported on this form 990, is not part of the Obligated Group for the 2009 bond issue. Other Changes in Net Assets Page 12, Part XI, #5 Unrealized Losses on investments ($4,056,767) Change in unrecognized pension obligation ($131,792) Change in value of beneficial interest in perpetual trusts ($255,843) Transfers to affiliates ($2,690,977) 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 & HOSPICE PO BOX 120 SPRINGFIELD OH 45501 311696952 HOME HEALTH OH 501(C)(3) 9 oh mas home true CORNERSTONE HOME HEALTH & HOSPICE NE PO BOX 120 SPRINGFIELD OH 45501 562460621 HOME HEALTH OH 501(C)(3) 9 oh mas home 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 6374006 cost masonic financial assistance corporation b 3421648 cost springfield masonic community k 3277377 cost browning masonic community inc k 146452 cost western reserve masonic community inc k 958119 cost masonic senior services of ohio k 263147 cost masonic financial assistance corporation k 85643 cost ohio masonic home benevolent endowment fdn k 162070 cost springield masonic community b 1844362 cost browning masonic community inc b 428024 cost masonic financial assistance corporation b 239971 cost CORNERSTONE HOME HEALTH & HOSPICE k 84750 cost CORNERSTONE HOME HEALTH & HOSPICE b 178620 cost