2011-10-31T15:47:44-04:00 2010-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2010-01-01 310536997 THE OHIO MASONIC HOME OHIO 9373251531 PO Box 120 Springfield OH 45501 Thomas Stofac 2011-10-27 true Joseph C Sbrocco CPA 2168311200 2010 2016-03-07 17:11:31Z Thomas Stofac 2655 WEST NATIONAL ROAD Springfield OH 455043698 18184630 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 42 0 19043135 8020518 5183753 5020340 -1620009 4028116 36427 35304 22643306 17104278 31500 22000 0 0 6760689 2372550 0 0 250857 9282184 9000183 16074373 11394733 6568933 5709545 111745832 118847307 44458214 42862821 67287618 75984486 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 7797985 22000 5030725 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. 7797985 true true false false false false false false true true true false true 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 166 0 42 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 JOHN WHITE 9375254985 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 Jim S Deyo 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 Robert E McNutt 1.0 X X 0 0 0 Michael T Puskarich 1.0 X X 0 0 0 Dale G Ray Jr 1.0 X X 0 0 0 Kermit V Zimmerman 1.0 X 0 0 0 Dan c Arnold 1.0 X 0 0 0 Terry W Posey 1.0 X 0 0 0 Jeffrey Waltz 1.0 X 0 0 0 Wm DAVID Bannerman 40.0 X 194222 0 15236 J Michael Williams 40.0 X 135164 0 14549 John B White 40.0 X 81634 0 15802 Marion L Leeman 40.0 X 77500 0 3098 LeSha A Thorpe 40.0 X 60253 0 6285 548773 0 54970 2 false true false 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 5 7027000 993518 8020518 SERVICES TO AFFILIATES 900099 4992032 4992032 RESIDENT SERVICE REVENUE 900099 28308 28308 5020340 1920607 1920607 0 0 22000 22000 22000 22000 983829 2200000 963827 112493 20002 2087507 2107509 2107509 6951 4032 2919 0 0 OTHER REVENUE 900099 10385 10385 10385 17104278 5030725 4050116 0 22000 22000 0 0 603742 603742 0 1290188 1290188 77051 77051 241401 241401 160168 160168 0 190276 190276 103275 103275 0 0 547249 547249 151546 4380 147166 44420 44420 457750 61243 145650 250857 0 0 7587 7587 35644 35644 0 0 507203 507203 0 2246482 2246482 522053 522053 SUPPORT TO AFFILIATES 3286666 3286666 SERVICES FROM AFFILIATES 273644 273644 REPAIRS & MAINTENANCE 179296 179296 FRANCHISE TAX 310213 310213 DUES, SUBSCRIPTIONS, & LICENSE 7375 1485 5890 129504 7780 121724 11394733 7797985 3345891 250857 100 100 2899912 4612126 835500 844361 16238538 18995260 191125 194526 70748988 38344751 34230838 32404237 41551364 45394461 8752395 9756346 7046060 6645890 111745832 118847307 2062860 1728604 42353100 41093600 42254 40617 44458214 42862821 X 59795756 68187621 1328541 1484920 6163321 6311945 67287618 75984486 111745832 118847307 X 5709545 2987323 X false true true X false X 12776954 12256286 20200407 19043135 8020518 72297300 12776954 12256286 20200407 19043135 8020518 72297300 72297300 2058522 1549381 367111 2100329 1942607 8017950 36285 12044 10385 58714 80373964 33498832 0.89951 0.90749 X Other income includes gain on bed license sale of $2,092,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 754338 754338 56430153 28723429 27706724 9537585 7054301 2483284 4026911 2567020 1459891 32404237 HEDGE FUNDS 9736346 F OTHER SECURITIES 20000 F 9756346 BENEFICIAL INTEREST IN TRUSTS 5978126 BOND ISSUANCE COSTS, NET 153748 ASSETS LIMITED AS TO USE 479634 DEPOSITS 34382 6645890 0 SPLIT INTEREST AGREEMENTS 40617 40617 true SCHOLARSHIPS 20 22000 Grants Schedule I, Part I, #2 All scholarship grants are paid directly to the respective university of the grantee. X true true X X true false false false false false false false false Wm DAVID Bannerman 92508 0 0 0 101714 0 5827 0 9409 0 209458 0 0 0 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. County of Clark Ohio 316000132 2009-02-18 55740000 health care facilities-clark c true false false 55740000 53933693 407829 1398478 2009 true false true true false false false false true 0.00000 0.00000 0.00000 true false true false false 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 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) 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 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 false true true false false false false false false false true false false false false false false false 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