2023-11-08T13:19:32-06:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 101 S FIFTH STREET SUITE 2100 LOUISVILLE KY 40202 990 2022-01-01 311756851 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC MASO 5028974907 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 KIMBERLY LEIS SR VP ACCOUNTING 5028974907 2023-10-27 1 KIMBERLY LEIS 999009999 0 LEE GROZA P00034644 5027491900 2023-10-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TODD LACY 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 369496 0 X WWW.MASONICHOMESKY.COM X 2000 KY TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR SENIOR CITIZENS OF THE COMMUNITY AND, SPECIFICALLY, THE ERECTION, CONSTRUCTION, MAINTENANCE AND OPERATION OF A RETIREMENT HOME AT TAYLOR MILL, KENTON COUNTY, KENTUCKY. 7 7 0 7 0 0 0 0 416826 369436 0 0 720 60 417546 369496 0 0 0 0 37261 38148 0 0 0 984687 1024177 1021948 1062325 -604402 -692829 8993711 8993036 14885053 15577207 -5891342 -6584171 X TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR SENIOR CITIZENS OF THE COMMUNITY AND, SPECIFICALLY, THE ERECTION, CONSTRUCTION, MAINTENANCE AND OPERATION OF A RETIREMENT HOME AT TAYLOR MILL, KENTON COUNTY, KENTUCKY. 0 0 852114 369496 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL, INC. OPERATING AS SPRING HILL VILLAGE RETIREMENT COMMUNITY OFFERS ADULTS 55 AND OLDER A COMFORTABLE LIFESTYLE AND LOW-MAINTENANCE LIVING IN A STYLISH GARDEN HOME COMMUNITY. LOCATED IN TAYLOR MILL, SPRING HILL VILLAGE FEATURES A RANCH-STYLE AND WALKOUT GARDEN HOMES IN A VARIETY OF TWO-BEDROOM FLOOR PLANS. SPRING HILL VILLAGE RESIDENTS ENJOY THE FELTMAN COMMUNITY CENTER, FEATURING A FITNESS CENTER FOR DAILY WORKOUTS AND INVITING GATHERING AREAS FOR PRIVATE AND COMMUNITY EVENTS. FOR A MONTHLY MAINTENANCE FEE WE PROVIDE: WATER AND SANITATION SERVICES, REPAIR AND REPLACEMENT OF ALL FURNISHED KITCHEN APPLIANCES, WATER HEATER, FURNANCE AND AIR CONDITIONING BUILDING INSURANCE FOR FIRE AND STORM DAMAGE A COMMUNITY CENTER 852114 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X KIMBERLY LEIS 5027538000 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 E DARREN WILSON DIRECTOR 0.80 3.20 X 0 0 0 RICHARD SHORT DIRECTOR 0.80 3.20 X 0 0 0 TIMOTHY SANDERS DIRECTOR 0.80 3.20 X 0 0 0 HAROLD ARMSTRONG CHAIRMAN 0.80 3.20 X X 0 0 0 TERRY BOWMAN VICE CHAIRMAN 0.80 3.20 X X 0 0 0 RON CAUGHRON TREASURER 0.80 3.20 X X 0 0 0 MARK H GALLOWAY SECRETARY 0.80 3.20 X X 0 0 0 TODD LACY PRESIDENT 2.00 38.00 X 0 440666 30215 J SCOTT JUDY CEO 2.00 38.00 X 0 440666 11763 0 881332 41978 0 0 1 0 0 RESIDENT SERVICE FEES 623000 369436 369436 369436 60 0 60 60 60 369496 369496 0 0 34230 34230 1016 1016 283 283 2619 2619 12512 12512 5640 5640 78306 78018 288 8075 4599 3476 5353 5353 79975 58999 20976 169182 152264 16918 372262 335036 37226 34194 34194 SHARED EXPENSE ALLOCATI 185950 185950 REPAIRS & MAINTENANCE 33876 33537 339 CORPORATE OVERHEAD 32680 32680 PERSONAL SERVICES FOR R 3259 3259 2913 452 2461 1062325 852114 210211 0 250 250 21128 54 12901808 4199344 8972333 8702464 0 290268 8993711 8993036 34662 41821 846797 854668 3817682 4104000 10185912 10576718 14885053 15577207 X -5891342 -6584171 -5891342 -6584171 8993711 8993036 -692829 0 X X 0 1 X 1 0 X 314270 302105 379573 416826 369436 1782210 314270 302105 379573 416826 369436 1782210 0 0 0 1782210 720 60 780 720 60 780 314270 302105 379573 417546 369496 1782990 0.99960 0.99810 0.00040 0.00190 X 2695322 2695322 9942342 4058899 5883443 178037 76387 101650 86107 64058 22049 8702464 REFUNDABLE FEES 8147284 DUE TO CORPORATE 2429434 10576718 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE HOME IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE PROPERITES AND FIRSTLIGHT ARE A LIMITED LIABILITY COMPANY THUS NOT SUBJECT TO FEDERAL INCOME TAXES AS THE INCOME OR LOSS WOULD BE ALLOCATED DIRECTLY TO THE HOME. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 TODD LACY PRESIDENT 0 433466 0 0 0 7200 0 12141 0 18074 0 470881 0 0 J SCOTT JUDY CEO 0 433466 0 0 0 7200 0 5651 0 6112 0 452429 0 0 PART I, LINE 3 THE RELATED ORGANIZATION, MASONIC HOMES OF KENTUCKY, USES ALL OF THE ITEMS LISTED TO ESTABLISH COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION A, LINE 6 MASONIC HOMES OF KENTUCKY, INC. IS THE "SOLE MEMBER" OF MASONIC RETIREMENT VILLAGE OF TAYLOR MILL. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF MASONIC HOMES OF KENTUCKY, INC. SHALL HAVE THE AUTHORITY TO ADOPT BY-LAWS AND REGULATIONS AS MAY BE NECESSARY FOR THE GOVERNMENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS FIRST REVIEWED BY INTERNAL MANAGEMENT AND THEN A COPY IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER OF THE BOARD HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS INTEREST. OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AND REMOVE THEMSELVES FROM ANY DISCUSSION AND VOTE WHERE THEY HAVE A CONFLICT. IF A CONFLICT IS DEEMED TO EXIST, SUCH A PERSON SHALL NOT VOTE ON, NOR USE HIS PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, QUESTION 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND OVERSEES THE AUDIT. THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. MASONIC HOMES OF KENTUCKY INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 610458374 PROVIDE AND MAINTAIN A HOME FOR WIDOWS OF DECEASED MASONS KY 501 (C) (3) LINE 10 N/A 0 MASONIC HOMES INDEDPENDENT LIVING II INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 273168105 PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES KY 501 (C) (3) LINE 10 MASONIC HOMES OF KENTUCKY INC 1 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 273248085 PROVIDES DAYCARE AND PRESCHOOL SERVICES. KY 501 (C) (3) LINE 10 MASONIC HOMES OF KENTUCKY INC 1 MASONIC HOMES COMMUNITY BASED SERVICES INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 273248199 PROVIDES SERVICES THAT ENABLE PEOPLE TO REMAIN LIVING IN THEIR HOMES. KY 501 (C) (3) LINE 7 MASONIC HOMES OF KENTUCKY INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0