THE OHIO MASONIC HOME: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE OHIO MASONIC HOME (EIN 31-0536997)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-31
- IRS object ID
- 201143049349301074
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-31T15:47:44-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD WERSHBALE & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO MASONIC HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 9373251531 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 120 | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 45501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Stofac | Name |
| Title | ceo | Title |
| Date Signed | 2011-10-27 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph C Sbrocco CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas Stofac | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 455043698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18184630 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ohiomasonichome.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | to provide quality adult healthcare, retirement living and community based services IN A DIGNIFIED, SUPPORTIVE LIVING ENVIRONMENT IN THE NAME OF OHIO FREEMASONRY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 19043135 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8020518 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5183753 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5020340 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1620009 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4028116 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36427 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35304 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22643306 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17104278 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 31500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6760689 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2372550 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 250857 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9282184 | OtherExpensePriorYear |
| Other Expenses Current Year | 9000183 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16074373 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11394733 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6568933 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5709545 | RevenuesLessExpensesCY |
| Total Assets BOY | 111745832 | TotalAssetsBOY |
| Total Assets EOY | 118847307 | TotalAssetsEOY |
| Total Liabilities BOY | 44458214 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42862821 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67287618 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75984486 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7797985 | Expense |
| Grants | 22000 | Grants |
| Revenue | 5030725 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 7797985 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 166 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN WHITE | NamePerson |
| Telephone Number | 9375254985 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 WEST NATIONAL ROAD | AddressLine1 |
| City | Springfield | City |
| State | OH | State |
| ZIP Code | 455043698 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Dr Ross R Black II | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| John R Clime | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Ronald L Connelly | ||||||
| 1st vice chairman | 1.0 | X | 0 | 0 | 0 | X |
| Jim S Deyo | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Edward L Fouch | ||||||
| treasurer | 1.0 | X | 0 | 0 | 0 | X |
| Richard M Holcombe | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Owen E Johnson MD | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Donald R Losasso | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Robert E McNutt | ||||||
| Secretary | 1.0 | X | 0 | 0 | 0 | X |
| Michael T Puskarich | ||||||
| 2nd vice chairman | 1.0 | X | 0 | 0 | 0 | X |
| Dale G Ray Jr | ||||||
| chairman | 1.0 | X | 0 | 0 | 0 | X |
| Kermit V Zimmerman | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Dan c Arnold | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Terry W Posey | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| Jeffrey Waltz | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| Wm DAVID Bannerman | ||||||
| FORMER CEO | 40.0 | 194222 | 0 | 15236 | X | |
| J Michael Williams | ||||||
| COO | 40.0 | 135164 | 0 | 14549 | X | |
| John B White | ||||||
| CFO | 40.0 | 81634 | 0 | 15802 | X | |
| Marion L Leeman | ||||||
| Interim CEO | 40.0 | 77500 | 0 | 3098 | X | |
| LeSha A Thorpe | ||||||
| FORMER CFO | 40.0 | 60253 | 0 | 6285 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 548773 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54970 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Consulting Group Smith Barney | |||||
| 4449 Easton Way Suite 300 | COLUMBUS | OH | 43219 | investment services | 105934 |
| Harkins and Associates | |||||
| 333 N Limestone Street | SPRINGFIELD | OH | 45501 | Legal Services | 124358 |
| Howard Wershbale Co | |||||
| 23240 Chagrin Blvd 700 | CLEVELAND | OH | 44122 | accounting services | 121805 |
| McDougall MArketing Services | |||||
| 1192 Westridge Road | DAYTON | OH | 45459 | marketing services | 167176 |
| Kronos Inc | |||||
| PO Box 845748 | BOSTON | MA | 02284 | Professional Service | 129943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 7027000 | RelatedOrganizations |
| All Other Contributions | 993518 | AllOtherContributions |
| Total Contributions | 8020518 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICES TO AFFILIATES | 900099 | 4992032 | 4992032 |
| RESIDENT SERVICE REVENUE | 900099 | 28308 | 28308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5020340 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1920607 | TotalRevenueColumn |
| Exclusion | $1,920,607 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22000 | TotalRevenueColumn |
| Exclusion | $22,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 983829 | Securities |
| Other | 2200000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 963827 | Securities |
| Other | 112493 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20002 | Securities |
| Other | 2087507 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2107509 | TotalRevenueColumn |
| Exclusion | $2,107,509 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6951 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 4032 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2919 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10385 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10385 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10385 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17104278 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5030725 | RelatedOrExemptFunctionIncome |
| Exclusion | $4,050,116 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22000 | Total |
| Program Services | 22000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603742 | Total |
| Management And General | 603742 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290188 | Total |
| Management And General | 1290188 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77051 | Total |
| Management And General | 77051 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 241401 | Total |
| Management And General | 241401 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160168 | Total |
| Management And General | 160168 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190276 | Total |
| Management And General | 190276 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103275 | Total |
| Management And General | 103275 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547249 | Total |
| Program Services | 547249 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151546 | Total |
| Program Services | 4380 | ProgramServices |
| Management And General | 147166 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44420 | Total |
| Management And General | 44420 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457750 | Total |
| Program Services | 61243 | ProgramServices |
| Management And General | 145650 | ManagementAndGeneral |
| Fundraising | 250857 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7587 | Total |
| Program Services | 7587 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35644 | Total |
| Management And General | 35644 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507203 | Total |
| Program Services | 507203 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2246482 | Total |
| Program Services | 2246482 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522053 | Total |
| Program Services | 522053 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPORT TO AFFILIATES | 3286666 | 3286666 | |
| SERVICES FROM AFFILIATES | 273644 | 273644 | |
| REPAIRS & MAINTENANCE | 179296 | 179296 | |
| FRANCHISE TAX | 310213 | 310213 | |
| DUES, SUBSCRIPTIONS, & LICENSE | 7375 | 1485 | 5890 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129504 | Total |
| Program Services | 7780 | ProgramServices |
| Management And General | 121724 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11394733 | Total |
| Program Services | 7797985 | ProgramServices |
| Management And General | 3345891 | ManagementAndGeneral |
| Fundraising | 250857 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2899912 | BOY |
| EOY | 4612126 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 835500 | BOY |
| EOY | 844361 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16238538 | BOY |
| EOY | 18995260 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191125 | BOY |
| EOY | 194526 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 70748988 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38344751 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34230838 | BOY |
| EOY | 32404237 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41551364 | BOY |
| EOY | 45394461 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8752395 | BOY |
| EOY | 9756346 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7046060 | BOY |
| EOY | 6645890 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111745832 | BOY |
| EOY | 118847307 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2062860 | BOY |
| EOY | 1728604 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42353100 | BOY |
| EOY | 41093600 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42254 | BOY |
| EOY | 40617 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44458214 | BOY |
| EOY | 42862821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59795756 | BOY |
| EOY | 68187621 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1328541 | BOY |
| EOY | 1484920 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6163321 | BOY |
| EOY | 6311945 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67287618 | BOY |
| EOY | 75984486 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111745832 | BOY |
| EOY | 118847307 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5709545 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2987323 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 12776954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12256286 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20200407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19043135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8020518 | CurrentTaxYear |
| Total | 72297300 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12776954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12256286 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20200407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19043135 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8020518 | CurrentTaxYear |
| Total | 72297300 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 72297300 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2058522 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1549381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 367111 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2100329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1942607 | CurrentTaxYear |
| Total | 8017950 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 36285 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12044 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10385 | CurrentTaxYear |
| Total | 58714 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 80373964 | TotalSupport |
| Gross Receipts From Admissions Etc | 33498832 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89951 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90749 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income includes gain on bed license sale of $2,092,000 | GeneralExplanation |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 754338 | OtherCostOrOtherBasis |
| Book Value | 754338 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56430153 | OtherCostOrOtherBasis |
| Depreciation | 28723429 | Depreciation |
| Book Value | 27706724 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9537585 | OtherCostOrOtherBasis |
| Depreciation | 7054301 | Depreciation |
| Book Value | 2483284 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4026911 | OtherCostOrOtherBasis |
| Depreciation | 2567020 | Depreciation |
| Book Value | 1459891 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32404237 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 9736346 | F |
| OTHER SECURITIES | 20000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9756346 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN TRUSTS | 5978126 |
| BOND ISSUANCE COSTS, NET | 153748 |
| ASSETS LIMITED AS TO USE | 479634 |
| DEPOSITS | 34382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6645890 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPLIT INTEREST AGREEMENTS | Description |
| Amount | $40,617 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40617 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 20 | NumberOfRecipients |
| Amount Of Cash Grant | 22000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grants | Identifier |
| Return Reference | Schedule I, Part I, #2 | ReturnReference |
| Explanation | All scholarship grants are paid directly to the respective university of the grantee. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Wm DAVID Bannerman | NamePerson |
| Base Compensation Filing Org | 92508 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 101714 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5827 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9409 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 209458 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| severance pay | schedule j, line 4a | The former CEO, William D. Bannerman received $101,714 of severance pay. All amounts have been included as compensation in their respective W-2's. |
| Housing Allowance | Schedule J, Line 1a | THE former CEO received a housing allowance which was included as compensation in his W-2. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | County of Clark Ohio | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 316000132 | IssuerEIN |
| Date Issued | 2009-02-18 | DateIssued |
| Issue Price | 55740000 | IssuePrice |
| Description Of Purpose | health care facilities-clark c | DescriptionOfPurpose |
| Defeased | true | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 55740000 | TotalProceeds |
| Refunding Escrow | 53933693 | RefundingEscrow |
| Issuance Costs From Proceeds | 407829 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1398478 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | true | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 Gains on investments $5,423,552 Change in unrecognized pension obligation ($13,478) Change in value of beneficial interest in perpetual trusts $148,624 Transfers to affiliates ($2,571,385) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| BROWNING MASONIC COMMUNITY INC | |||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45501 | 311591769 | SENIOR SVCS | OH | 501(c)(3) | 9 | oh mas home |
| WESTERN RESERVE MASONIC COMMUNITY INC | |||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45501 | 311816443 | SENIOR SVCS | OH | 501(c)(3) | 9 | oh mas home |
| BROWNING REAL ESTATE HOLDING COMPANY INC | |||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45501 | 900042145 | SENIOR SVCS | OH | 501(c)(3) | 9 | oh mas home |
| MASONIC FINANCIAL ASSISTANCE CORPORATION | |||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45501 | 320186721 | SENIOR SVCS | OH | 501(c)(3) | 9 | oh mas home |
| MASONIC SENIOR SERVICES OF OHIO CORP | |||||||||
| 2655 WEST NATIONAL ROAD | SPRINGFIELD | OH | 45501 | 261306274 | SENIOR SVCS | OH | 501(c)(3) | 9 | oh mas home |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE HEALTHCARE INC | |||||||||||
| 212 WEST COURT STREET | URBANA | OH | 43078 | 311696952 | HOME HEALTH CARE | OH | MASONIC SR SVCS | C CORPORATION | 0 | 1172351 | 1.00000 |
| Cornerstone Home Health of NE Ohio | |||||||||||
| po box 120 | springfield | OH | 45501 | 562460621 | HOME HEALTH CARE | OH | MASONIC SR SVCS | C CORPORATION | 0 | 214122 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ohio masonic home benevolent endowment fdn | |
| c | 7027000 |
| masonic financial assistance corporation | |
| b | 3286666 |
| springfield masonic community | |
| b | 11532 |
| springfield masonic community | |
| k | 3006363 |
| browing masonic community inc | |
| k | 240415 |
| western reserve masonic community inc | |
| k | 862849 |
| masonic senior services of ohio | |
| k | 299912 |
| masonic financial assistance corporation | |
| k | 82776 |
| ohio masonic home benevolent endowment fdn | |
| k | 158065 |
| springield masonic community | |
| b | 2028156 |
| browning masonic community inc | |
| b | 270436 |
| masonic financial assistance corporation | |
| b | 241537 |
| masonic senior services of ohio | |
| b | 31257 |
| cornerstone healthcare inc | |
| k | 68008 |
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