2024-11-14T07:30:20-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2023-01-01 610458374 MASONIC HOMES OF KENTUCKY INC MASO 5028974910 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 TODD LACY PRESIDENT 5028974910 2024-11-12 1 1 BREE-ANN WEIDNER P01319397 8885871719 2023 2024-10-15 13:58:12Z TODD LACY 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 42482695 0 X WWW.MASONICHOMESKY.ORG X 1949 KY PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 21 21 799 21 0 0 1592755 1563540 35516567 38435332 919241 1385162 412869 239674 38441432 41623708 0 0 0 0 25897591 27942960 0 0 621986 19037926 19418693 44935517 47361653 -6494085 -5737945 84037735 83294936 69475664 73932200 14562071 9362736 X PROVIDES AND MAINTAINS A HOME FOR WIDOWS AND ORPHANS OF DECEASED MASONS OF KENTUCKY AND PROVIDES NURSING AND MEDICAL CARE TO CERTAIN RESIDENTS. 0 0 22443984 15404049 HEALTH CARE SERVICES: COMPLETE HEALTH CARE OF RESIDENTS OF THE HOME. THIS INCLUDES THREE LEVELS OF CARE: PERSONAL CARE, NURSING CARE, AND SKILLED CARE. THE STAFF CONSISTS OF A TEAM OF REGISTERED NURSES, LICENSED PRACTICAL NURSES, NURSE ASSISTANTS, MEDICAL AIDES, AND MEDICAL RECORDS PERSONNEL. MOBILE HEALTH CARE CONSISTS OF THREE LEVELS OF CARE: PERSONAL CARE, NURSING HOME, AND FACILITY. RESIDENTS ARE TRANSPORTED TO OUTSIDE MEDICAL FACILITIES AS NEEDED. 11198003 21986828 RESIDENT AND OPERATING SERVICES: THE SOCIAL SERVICES DEPARTMENT INCLUDES A DIRECTOR OR SOCIAL SERVICES ASSISTANT DIRECTOR, SOCIAL SERVICES BUYER, RECEPTIONIST, BEAUTICIAN, AND SEAMSTRESS. THESE POSITIONS PROVIDE SERVICES RELATED TO ADMISSIONS, ADJUSTMENTS TO DAILY ROUTINES, COUNSELING SERVICES FOR BOTH RESIDENTS AND THEIR FAMILY, AND THE PURCHASE OF CLOTHING. 3103662 DIETARY SERVICES: PREPARES AND SERVES MEALS TO APPROXIMATELY 220 RESIDENTS DAILY. MEALS ARE PREPARED ACCORDING TO THE PHYSICIAN'S DIET ORDER. STAFF INCLUDE A DIETARY DIRECTOR, REGISTERED DIETICIAN, PRODUCTION MANAGERS, SUPERVISORS, COOKS, STOCK CLERK, OFFICE WORKER, AND DIETARY AIDES. AN AVERAGE OF 140 EMPLOYEE MEALS ARE PREPARED DAILY. 1083741 1044455 HOUSEKEEPING SERVICES: HOUSEKEEPING SERVICES MORE THAN 278,000 SQUARE FEET OF FACILITIES. THIS INCLUDES RESIDENT'S ROOMS, HALLWAYS, DINING AREAS, CHAPELS, OFFICE AREAS, AND MORE. LAUNDRY STAFF'S DUTIES INCLUDE WASHING, IRONING, DISTRIBUTION, AND STORAGE OF LINEN SUPPLIES AND PERSONAL CLOTHING OF RESIDENTS. 1083741 1044455 37829390 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 100 0 1 799 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X TODD LACY 5027538800 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 CAMERON POE DIRECTOR 0.80 0.00 X 0 0 0 CHRIS STOUT DIRECTOR 0.80 0.00 X 0 0 0 DAN LYNN DIRECTOR 0.80 0.00 X 0 0 0 DONALD YANKEE DIRECTOR 0.80 0.00 X 0 0 0 E DARRON WILSON DIRECTOR 0.80 3.20 X 0 0 0 F KEITH DREIER DIRECTOR 0.80 0.00 X 0 0 0 GEARY LAIRD DIRECTOR 0.80 0.00 X 0 0 0 HAROLD E ARMSTRONG CHAIRMAN 0.80 3.20 X X 0 0 0 LUKE MARTIN DIRECTOR 0.80 0.00 X 0 0 0 MARK H GALLOWAY SECRETARY 0.80 3.20 X X 0 0 0 MITCHELL MAY DIRECTOR 0.80 0.00 X 0 0 0 RICHARD SHORT DIRECTOR 0.80 3.20 X 0 0 0 ROBERT GRIGGS DIRECTOR 0.80 0.00 X 0 0 0 RONALD S CAUGHRON TREASURER 0.80 3.20 X X 0 0 0 TERRY L BOWMAN VICE-CHAIRMAN 0.80 3.20 X X 0 0 0 TIMOTHY SANDERS DIRECTOR 0.80 3.20 X 0 0 0 W MICHAEL YOUNT DIRECTOR 0.80 0.00 X 0 0 0 WENDELL LITTLEFIELD DIRECTOR 0.80 0.00 X 0 0 0 WILLIAM C PERRY DIRECTOR 0.80 0.00 X 0 0 0 WILLIAM CANNON DIRECTOR 0.80 0.00 X 0 0 0 WILLIAM D VINSON DIRECTOR 0.80 0.00 X 0 0 0 J SCOTT JUDY CEO 32.00 8.00 X 444310 0 11097 TODD LACY PRESIDENT 32.00 8.00 X 444310 0 30282 CONJUNA COLLIER VP QUALITY CLINICAL SERVICES 40.00 0.00 X 199650 0 504 DAVID BROWN ADMINISTRATOR - LOUISVILLE 40.00 0.00 X 176188 0 10079 KIMBERLY LEIS SR VP ACCOUNTING 40.00 0.00 X 186347 0 12123 NATALIE TINSELY VP THERAPY SERVICES 40.00 0.00 X 183044 0 24072 TRASEE WHITAKE VP HUMAN RESOURCES 40.00 0.00 X 175395 0 17356 1809244 0 105513 33 0 1 0 ACCURATE HEALTHCARE PROFESSIONALS 2221 BUECHEL AVENUE LOUISVILLE KY 40218 STAFFING AGENCY 1229396 AMS TEMPORARIES 1400 BROWNS LANE LOUISVILLE KY 40207 STAFFING AGENCY 423570 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING AGENCY 354722 NURSESTAT LLC 226 MORRIS DR HARRODSBURG KY 40330 STAFFING AGENCY 272021 INCIPIO WORKFORCE SOLUTIONS 3036 BRECKENRIDGE LN 204 LOUISVILLE KY 40220 CONTRACTOR 262277 9 280575 1282965 1563540 OTHER ROOM & BOARD INCOME 623000 21986828 21986828 MEDICARE AND MEDICAID PAYMENTS 623000 14504486 14504486 TENANT SERVICES 623000 1044455 1044455 MANAGEMENT FEES 623000 791354 791354 DIALYSYS EQUIPEMENT RENTAL 623000 108209 108209 38435332 592244 592244 5842 5842 324786 6330 318456 318456 318456 1473176 680258 792918 792918 792918 125374 280575 172399 -47025 -47025 OTHER REVENUE 900099 120 120 FRESENIUS INVESTMENT 900099 -37719 -37719 -37599 41623708 38435332 0 1624836 929999 929999 22146163 15959244 5891588 295331 321055 152749 160587 7719 2787028 1852008 898208 36812 1758715 1236734 499531 22450 843282 836416 6866 108517 108517 128583 128583 4687227 4057021 630206 475910 7420 455916 12574 1318003 972951 324783 20269 345947 1174 343911 862 2127898 1762324 377158 -11584 159527 6992 138028 14507 26413 25492 921 2948586 2791224 157362 4386727 4071405 315322 1443812 1443812 FOOD 1432406 1432377 29 BAD DEBT EXPENSE 1404267 1404267 PERSONAL SERVICE FOR RE 496411 485215 11196 PROVIDER TAX 452954 3786 425768 23400 -3367777 1632499 -5192135 191859 47361653 37829390 8910277 621986 940533 1184200 132352 212263 6546507 7534270 316588 313928 853251 626510 111989675 58928879 53945497 53060796 15630636 14379532 675185 214615 221607 183888 1085212 1004192 3690367 4580742 84037735 83294936 5322366 6243263 574839 2612304 50278630 50339549 1193008 1970390 12106821 12766694 69475664 73932200 X 12934302 8623490 1627769 739246 14562071 9362736 84037735 83294936 X -5737945 641312 -102702 X X 0 1 X 1 0 X 2031105 735009 979883 1592755 1563540 6902292 2031105 735009 979883 1592755 1563540 6902292 1136123 5766169 1026245 574352 652147 753952 922872 3929568 19561 9495 29056 238350 92816 201678 82997 -37599 578242 11439158 185486246 0.50410 0.49690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 238,350. 2020 AMOUNT: $ 92,816. 2021 AMOUNT: $ 201,678. 2022 AMOUNT: $ 82,997. 2023 AMOUNT: $ -37,599. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105835 105835 93798062 46800083 46997979 11092899 7715551 3377348 6992879 4413245 2579634 53060796 ACCRUED INTEREST 175479 BOND ACCOUNTS 3563381 INVESTMENT BURIAL POLICIES 204819 CERTIFICATE OF NEED 637063 4580742 RESIDENT SECURITY DEPOSITS 468544 REFUNDABLE ENTRANCE FEES AND DEPOSITS 2803600 DUE TO AFFILIATES 7530266 ACCRUED SETTLEMENT LIABILITY 1000000 LEASE LIABILITY 964284 12766694 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 VILLAGES ARE LIMITED LIABILITY COMPANIES THUS NOT SUBJECT TO FEDERAL INCOME TAXES AS THE INCOME AND 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. SPROUTLINGS GOLF SCRAMBLE 180341 125338 55003 3850 500 64000 2780 9066 GALA 76845 37664 39181 895 10027 1400 13412 3 148763 117573 31190 9000 3146 15040 15920 23363 405949 280575 125374 12850 3646 79935 28727 1400 45841 172399 -47025 X X X X X X 0 0 0 0 0 0 0 0 0 TODD LACY PRESIDENT 437110 0 0 0 7200 0 12201 0 18081 0 474592 0 0 0 J SCOTT JUDY CEO 437110 0 0 0 7200 0 4979 0 6118 0 455407 0 0 0 NATALIE TINSELY VP THERAPY SERVICES 177044 0 0 0 6000 0 6168 0 17904 0 207116 0 0 0 CONJUNA COLLIER VP QUALITY CLINICAL SERVICES 193650 0 0 0 6000 0 0 0 504 0 200154 0 0 0 KIMBERLY LEIS SR VP ACCOUNTING 180947 0 0 0 5400 0 6190 0 5933 0 198470 0 0 0 TRASEE WHITAKE VP HUMAN RESOURCES 169995 0 0 0 5400 0 6000 0 11356 0 192751 0 0 0 DAVID BROWN ADMINISTRATOR - LOUISVILLE 170188 0 0 0 6000 0 3500 0 6579 0 186267 0 0 0 A KENTUCKY ECONOMIC DEVELOPMENT FINANCE AUTHORITY 610600439 49126TAK8 2012-10-31 49531004 CAPITAL IMPROVEMENTS 0 0 0 B LOUISVILLEJEFFERSON COUNTY METRO GOVERNMENT KENTUCKY 320049006 2022-11-17 8952833 CAPITAL IMPROVEMENTS 0 0 0 A 8144288 49531004 3257037 990620 2184188 43099159 2012 1 0 1 1 B 8952833 8746120 178292 587 2022 1 1 0 1 A 0 1 0 0 0.02300 0.02300 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 0 0 1 OLD NATIONAL BANK 7.000000000000 0 0 0 0 1 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 6 MASONIC HOMES OF KENTUCKY, INC. MEMBERS CONSIST OF LIFE, LODGE, ASSOCIATE, AND HONORARY MEMBERS. THE MEMBERS ELECT DIRECTORS IN ACCORDANCE WITH THE BYLAWS AND CONDUCT REGULAR BUSINESS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF TWENTY-ONE (21) MEMBERS, FIFTEEN (15) OF WHOM SHALL BE ELECTED BY THE MEMBERS FROM THE LIST OF LIFE MEMBERS AND SIX (6) OF WHOM SHALL BE GRAND MASTER, DEPUTY GRAND MASTER, GRAND SENIOR WARDEN, GRAND JUNIOR WARDEN, GRAND TREASURER, AND GRAND SECRETARY OF THE GRAND LODGE OF KENTUCKY, F & AM, WHO SHALL BE EX-OFFICIO MEMBERS WITH FULL VOTING PRIVILEGES. THE BOARD OF DIRECTORS MAY FILL ANY VACANCIES STATED HEREIN. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY INTERNAL MANAGEMENT AND A COPY OF THE RETURN WAS 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 B, LINE 15 IN 2018, A CONSULTANT PERFORMED AN INDEPENDENT ANALYSIS ON THE CFO, COO, AND CEO. THE FINANCE COMMITTEE USES THIS INFORMATION TO DOCUMENT AND APPROVE THE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANACIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: APPRECIATION ON INVESTMENTS HELD FOR OTHERS 16. CHANGE IN FAIR VALUE OF BENEFICIAL INTERESTS -102,718. FORM 990, PAGE 12, PART XII, LINE 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 PROPERTIES LLC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 611292421 TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY KY 3486647 8567749 MASONIC HOMES OF KENTUCKY INC MASONIC RETIREMENT VILLAGE OF TAYLOR MILL INC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 311756851 TO PROVIDE AND MAINTAIN AFFORDABLE HOUSING FOR THE ELDERLY KY 501 (C)(3) LINE 10 MASONIC HOMES OF KENTUCKY INC 1 MASONIC HOMES INDEPENDENT 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 10 MASONIC HOMES OF KENTUCKY INC 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL Q 261397 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL R 3808924 MASONIC HOMES INDEPENDENT LIVING II Q 7356739 MASONIC HOMES INDEPENDENT LIVING II S 10993288 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE Q 1760149 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE S 984102 MASONIC HOMES COMMUNITY BASED SERVICES Q 151926 MASONIC HOMES COMMUNITY BASED SERVICES R 637540