2025-11-03T13:14:26-05:00 2024-12-31 520783935 SMITH ELLIOTT KEARNS & COMPANY LLC 19 BROOKWOOD AVE STE 101 CARLISLE PA 17015 990 2024-01-01 230846955 MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA MASO 7173671121 ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 WILLIAM L KINGSBURY CHIEF EXECUTIVE OFFI 7173671121 2025-10-27 true false GREGORY P HALL CPA P00156653 7172439104 2025-10-27 2024 2025-03-06 01:10:19Z LARRY A DERR RWGM ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 272104064 false X WWW.MASONICVILLAGES.ORG X 1871 PA THE MASONIC VILLAGE SUPPORTS THE OPERATIONS OF ITS SENIOR LIVING COMMUNITIES, THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA, THE MASONIC YOUTH FOUNDATION AND THE MASONIC BLOOD + ORGAN DONOR PROGRAM. EACH CHARITY STRIVES TO EXEMPLIFY MASONIC VALUES AND EMPOWER AND INSPIRE INDIVIDUALS TO ACHIEVE THEIR FULL POTENTIAL AND BUILD STRONGER COMMUNITIES. THE MASONIC VILLAGE'S MISSION OF LOVE IS TO PROVIDE EXCELLENT PERSON-CENTERED CARE AND SERVICES TO SENIORS, INCLUDING MANY VULNERABLE MEMBERS OF OUR COMMUNITY (PENNSYLVANIA MASONS AND THEIR LOVED ONES, RESIDENTS AND THEIR LOVED ONES,AND EMPLOYEES AND THEIR LOVED ONES) WITHOUT REGARD TO THEIR FINANCIAL STATUS. 13 7 2959 1652 2377789 9397810 17249859 177935317 182208778 40511630 59723229 4394112 4177447 232238869 263359313 393285 437015 0 119213034 120341636 0 1250974 110600442 110127362 230206761 230906013 2032108 32453300 1307883227 1374872360 422571529 423153224 885311698 951719136 X THE MASONIC VILLAGE SUPPORTS THE OPERATIONS OF ITS SENIOR LIVING COMMUNITIES, THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA, THE MASONIC YOUTH FOUNDATION AND THE MASONIC BLOOD + ORGAN DONOR PROGRAM. EACH CHARITY STRIVES TO EXEMPLIFY MASONIC VALUES AND EMPOWER AND INSPIRE INDIVIDUALS TO ACHIEVE THEIR FULL POTENTIAL AND BUILD STRONGER COMMUNITIES. THE MASONIC VILLAGE'S MISSION OF LOVE IS TO PROVIDE EXCELLENT PERSON-CENTERED CARE AND SERVICES TO SENIORS, INCLUDING MANY VULNERABLE MEMBERS OF OUR COMMUNITY (PENNSYLVANIA MASONS AND THEIR LOVED ONES, RESIDENTS AND THEIR LOVED ONES,AND EMPLOYEES AND THEIR LOVED ONES) WITHOUT REGARD TO THEIR FINANCIAL STATUS. false false 200046709 182172174 THE MASONIC VILLAGE, DIRECTLY AND THROUGH ITS SUBSIDIARIES, CONDUCTS MANY DIVERSE CHARITABLE ACTIVITIES AND PROGRAMS THAT EXEMPLIFY THE VALUES AND PRINCIPLES THAT HAVE BEEN EMBRACED AND PROMOTED BY THE GRAND LODGE OF PENNSYLVANIA SINCE ITS FOUNDING NEARLY 300 YEARS AGO, INCLUDING REVERENCE FOR GOD; COMPASSION, EMPATHY, AND RESPECT FOR ALL; HONESTY AND INTEGRITY; AND STEWARDSHIP AND INDUSTRY. AGING SERVICES AND RELATED SERVICES ON FIVE CAMPUSES ACROSS PENNSYLVANIA (DALLAS, ELIZABETHTOWN, SEWICKLEY, WARMINSTER AND LAFAYETTE HILL), MASONIC VILLAGE PROVIDES INDEPENDENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE TO APPROXIMATELY 3,700 RESIDENTS. AS IT HAS FOR MORE THAN 100 YEARS, MASONIC VILLAGE REMAINS PROUDLY COMMITTED TO PROVIDING THE HIGHEST QUALITY CARE AND QUALITY OF LIFE TO ALL ITS RESIDENTS, INCLUDING MANY WHO CANNOT AFFORD TO PAY FOR SUCH SERVICES WITH THEIR PERSONAL FUNDS. IN 2024, MASONIC VILLAGE PROVIDED 40.8 MILLION WORTH OF CHARITABLE CARE AND SERVICES ACROSS PENNSYLVANIA CONSISTING OF 11.3 MILLION (AT COST) OF FREE CARE AND SERVICES AND 29.5 MILLION (AT COST) FOR CARE AND SERVICES ABOVE THE AMOUNT REIMBURSED BY MEDICARE, MEDICAID AND OTHER THIRD-PARTY PAYORS. THROUGH ITS SUBSIDIARY, ASHLAR HOME HEALTH AND HOSPICE SERVICES, LLC, MASONIC VILLAGE PROVIDES HOME CARE, HOME HEALTH CARE, PALLIATIVE CARE, AND HOSPICE CARE TO ITS RESIDENTS OF THE MASONIC VILLAGE AT ELIZABETHTOWN AND TO PERSONS RESIDING WITHIN APPROXIMATELY 30-MILES OF ELIZABETHTOWN. MASONIC VILLAGE ALSO PROVIDES HOME CARE SERVICES TO ITS RESIDENTS IN LAFAYETTE HILL AND SEWICKLEY. MASONIC VILLAGE OPERATES A PHARMACY THAT SERVES ITS FIVE CAMPUSES AND FOUR UN-AFFILIATED SENIOR LIVING FACILITIES IN PENNSYLVANIA, FILLING NEARLY 400,000 PRESCRIPTIONS ANNUALLY. MASONIC VILLAGE SUPPORTS AND CARES FOR EIGHT ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE BLEILER CARING COTTAGE ON ITS ELIZABETHTOWN CAMPUS. COMMUNITY BENEFIT AND OUTREACH MASONIC VILLAGE OPERATES A ROBUST OUTREACH PROGRAM TO ASSIST MANY IN NEED AND TO HELP BUILD STRONGER COMMUNITIES ACROSS PENNSYLVANIA. THE OUTREACH PROGRAM INCLUDES THE FOLLOWING ACTIVITIES: (A)GRANTS OF FINANCIAL ASSISTANTS TO ELIGIBLE APPLICANTS TO ASSIST WITH BASIC NEEDS SUCH AS SHELTER, UTILITIES, FOOD, MEDICINES AND MEDICAL CARE (185,000 IN 2024), (B)FACILITATE ACCESS TO DURABLE MEDICAL EQUIPMENT, (C)SUPPORT TO WIDOWS OF PENNSYLVANIA MASONS THROUGH THE MASONIC WIDOWS GUILD (1,740 WIDOWS RECEIVED SUPPORT IN 2024), (D)CONDUCT BLOOD DRIVES AND SUPPORT AND ENCOURAGE THOSE IN NEED OF ORGAN TRANSPLANTS THROUGH THE MASONIC BLOOD + ORGAN DONOR PROGRAM (IN 2024, 4,290 UNITS OF BLOOD HELPING SAVE THE LIVES OF 12,870 RECIPIENTS AND 7 PERSONS AND THEIR FAMILIES GUIDED TO THE GIFT OF LIFE THROUGH ORGAN TRANSPLANT), (E)SUPPORT LOCAL ORGANIZATIONS AND INDIVIDUALS THROUGH GRANTS, SCHOLARSHIPS, AND OTHER PROGRAMS (822,000) (F)THROUGH THE MASONIC CHARITY FOUNDATION PROVIDED NEARLY 100,000 OF FINANCIAL GRANTS AND ASSISTANCE TO COMMUNITY-BASED CHARITIES THAT EXEMPLIFY THE VALUES AND MISSIONS OF PENNSYLVANIA FREEMASONRY THE MISSION OF MASONIC VILLAGE ALSO INCLUDES THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM AND PENNSYLVANIA, AND THE PENNSYLVANIA MASONIC YOUTH FOUNDATION, AS DESCRIBED IN SECTIONS 4B, 4C AND 4D. 2259267 MASONIC CHILDREN'S HOME THE MASONIC CHILDREN'S HOME PROVIDES A STABLE HOME, EDUCATIONAL SERVICES, OPPORTUNITIES FOR PERSONAL GROWTH AND ENCOURAGEMENT FOR UP TO 40 CHILDREN FROM CHALLENGING PERSONAL ENVIRONMENTS, CULTIVATES IN THEM FUNDAMENTAL LIFE SKILLS, MORAL VALUES, COMPASSION AND CONFIDENCE, AND NURTURES THEM IN THEIR FORMATIVE YEARS TO HELP THEM ACHIEVE THEIR FULL POTENTIAL AND FIND SUCCESS AND HAPPINESS IN LIFE. 18 MASONIC LIBRARY AND MUSEUM THE MASONIC LIBRARY AND MUSEUM EDUCATES AND ENLIGHTENS THE MASONIC COMMUNITY AND THE GENERAL PUBLIC BY (A) PRESENTING THE MASONIC TEMPLE IN PHILADELPHIA, A NATIONAL HISTORIC LANDMARK, AS THE PREEMINENT LIVING, ARCHITECTURAL REPRESENTATION OF THE VALUES, IDEALS AND CULTURE OF FREEMASONRY AND A CENTER OF FRATERNAL, SOCIAL, CULTURAL AND BUSINESS ACTIVITIES, (B) CURATING AND SHOWCASING THE PRICELESS COLLECTIONS, (C) ENGAGING DIVERSE AUDIENCES THROUGH PROGRAMS AND RESEARCH RELATING TO THE VALUES, IDEALS, HISTORY AND CULTURE OF FREEMASONRY, AND (D) PRESERVING IMPORTANT MASONIC-RELATED MONUMENTS IN PENNSYLVANIA. IN 2024, MORE THAN 12,863 VISITORS TOURED THE MASONIC TEMPLE, MORE THAN 1,000 OBJECTS WAS PRESERVED AND ARCHIVED, 64 NEW BOOKS WERE ADDED ITS COLLECTIONS, 362 RESEARCH ASSIGNMENTS WERE COMPLETED, AND A 10-YEAR CAPITAL INVESTMENT PLAN PRIORITIZING MORE THAT 40 MILLION OF PROJECTS AT THE MASONIC TEMPLE WAS COMPLETED (WORK COMMENCING IN 2025). 570161 570161 36604 MASONIC YOUTH FOUNDATION THE PENNSYLVANIA YOUTH FOUNDATION ENRICHES THE LIVES OF YOUTH AND YOUTH ADULT VOLUNTEERS BY CONDUCTING PROGRAMS DESIGNED TO BUILD STRONG CHARACTER AND DEVELOP LEADERSHIP SKILLS AND MORAL VALUES. IN 2024, THE FOUNDATION EMPOWERED 1,352 YOUTH THROUGH ITS LEADERSHIP PROGRAMS, AWARDED 150,000 IN SCHOLARSHIP FUNDS TO 52 STUDENTS, TRAINED 1,690 INDIVIDUALS AT VIRTUAL AND IN-PERSON EDUCATIONAL WORKSHOPS ON A VARIETY OF TOPICS AFFECTING THE HEALTH AND WELL-BEING OF YOUTH IN PENNSYLVANIA AND SUPPORTED 650 MEMBERS WITHIN 5 YOUTH GROUPS ACROSS PENNSYLVANIA. MASONIC BLOOD AND ORGAN DONOR PROGRAM THE PROGRAM FACILITATED THE COLLECTION OF 4,290 UNITS OF BLOOD IN 2024, HELPING TO SAVE THE LIVES OF OVER 12,870 PATIENTS. IT ALSO SUPPORTED SEVEN MEMBERS WHO RECEIVED LIFE-SAVING ORGAN TRANSPLANTS, AS WELL AS THEIR FAMILY MEMBERS. 570161 570161 36604 202876155 true true false false false false false true true true true false false false true true true false 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 true false true 329 0 true 2959 true true true false false false false false false false false false false false X 13 7 false false false false false true true true true false false true true true true true true true true false AL AK AZ AR CA CO CT DC FL GA IL KS KY ME MD MA MN MS MI NH NJ NM NY NC ND OH OR PA RI SC TN UT VA WA WV WI MO X X PAMELA S FORMICA CFO 7173671121 ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 WILLIAM L KINGSBURY CHIEF EXECUT 40.00 X 479561 0 38282 PAMELA S FORMICA CHIEF FINANC 40.00 X 312064 0 28731 ADRIENNE STAUDENMAYER CHIEF OPERAT 40.00 X 302090 0 17728 CARL TARBELL EXECUTIVE DI 40.00 X 264555 0 13416 DEBRA BROCKMAN CHIEF HUMAN 40.00 X 244997 0 28471 PATRICK J SAMPSELL CHIEF ENV. & 40.00 X 236289 0 32423 J MICHAEL ROWE EXECUTIVE DI 40.00 X 231109 0 20585 ERIC L GROSS EXECUTIVE DI 40.00 X 223123 0 27363 MARK A HAINES RWGS DIRECTOR 2.30 40.31 X 0 205401 39276 BEVERLY SWEIGART CHIEF ADMIN 40.00 X 216115 0 27659 JUSTIN E WOLGEMUTH SENIOR VP OF 40.00 X 199271 0 29906 JOSEPH FRANCO CHIEF INFORM 40.00 X 194478 0 29714 NOAH P DAVIS EXECUTIVE DI 40.00 X 194633 0 25868 KELLY O GERHARDS NURSING SHIF 40.00 X 195806 0 17901 KATIE ROOF CHIEF CLINIC 40.00 X 182424 0 29548 MICHAEL D MCKEE EXECUTIVE DI 40.00 X 182034 0 29921 DONALD BRINDISI PHARMACY MAN 40.00 X 176847 0 28261 MATTHEW R MAYO ASSISTANT EX 40.00 X 179535 0 17587 GERALD GALLAGHER VICE PRESIDE 40.00 X 166879 0 29001 THERESA SORRENTINO NURSING SHIF 40.00 X 175961 0 16895 KELLY SHRUM EXECUTIVE DI 40.00 X 159378 0 28749 CRIS DINSMORE DIRECTOR OF 40.00 X 163758 0 16787 MICHAEL KATZENMOYER EXECUTIVE DI 40.00 X 164092 0 14267 LARRY A DERR RWGM DIRECTOR 2.30 20.31 X 0 145000 0 ADAM C HEESE RWGT DIRECTOR 2.30 20.31 X 0 50000 0 PAUL J ROUP RWSGW DIRECTOR 2.30 20.31 X 0 30000 0 LYNN BAKER RWJGW DIRECTOR 2.30 X 0 25000 0 ROBERT J CEPIELIK DIRECTOR 2.30 X 0 0 0 ROBERT C SNYDER II DIRECTOR 2.30 X 0 0 0 FREDERIC C WHEELER IV DIRECTOR 2.30 X 0 0 0 JOHN F PYFER JR DIRECTOR 2.30 X 0 0 0 THOMAS E BAHNEY JR DIRECTOR 2.30 X 0 0 0 KIM W JEFFREYS DIRECTOR 2.30 X 0 0 0 GLENN D MILLER DIRECTOR 2.30 X 0 0 0 ROBERT D BRINK RWDGM DIRECTOR 2.30 20.31 X 0 0 0 4844999 455401 588339 135 false true false POWERBACK REHABILITATION 101 E STATE ST KENNETT SQUARE PA 19348 THERAPY 3643145 MCBRICK COMPANY LP 112 EDISON FURLONG RD DOYLESTOWN PA 18901 CONSTRUCTION 846240 UNIDINE CORPORATION 2400 YORKMONT RD CHARLOTTE NC 28217 FOOD SERVICE 778281 WARFEL CONSTRUCTION COMPANY 1110 ENTERPRISE ROAD EAST PETERSBURG PA 17520 CONSTRUCTION 759798 TRANE US INC 2313 S 20TH ST LA CROSSE WI 54601 HVAC SERVICES 700722 66 28000 17221859 17249859 RESIDENT SERVICE REVENUE 623000 181441435 181441435 RETIREMENT LIVING - OTHER SER 623000 694349 694349 YOUTH PROGRAM REVENUES 623000 36604 36604 CLINICAL PROVIDER SUPPORT 623000 36390 36390 182208778 16976906 16976906 1647819 1647819 1647819 1647819 51258903 259445 8772025 42486878 259445 42746323 42746323 1803749 -27274 1831023 1831023 CATERING 722320 546766 546766 MISCELLANEOUS 151839 151839 698605 263359313 182360617 2377789 61371048 437015 437015 4404726 4404726 93125406 84061132 8307264 757010 3534390 3096292 404905 33193 12257606 11054190 1090744 112672 7019508 6117448 847518 54542 825096 781096 44000 260234 7851 246656 5727 106043 106043 13715223 12095124 1581313 38786 561300 310180 239225 11895 9558628 9420392 137947 289 325341 257455 56745 11141 47202 6271 40931 5448396 5287919 160477 29410274 27878192 1531428 654 2839440 796930 2042510 SUPPLIES 31336374 30966525 347670 22179 SERVICE AGREEMENTS 4963953 1780558 3173766 9629 REAL ESTATE TAXES 2510664 2459280 47254 4130 NURSING BED ASSESSMENT 1538890 1538890 6680304 4523415 1967762 189127 230906013 202876155 26778884 1250974 19374923 23496872 157218 126238 9519536 11110071 648534 3607011 3397435 888860855 538045221 365175772 350815634 858872336 925403721 47661100 50473350 3515331 9400505 1307883227 1374872360 24282949 25461596 131980017 135855451 140845000 130460000 2636164 2583393 122827399 128792784 422571529 423153224 X 504110927 547398137 381200771 404320999 885311698 951719136 1307883227 1374872360 X 32453300 33099734 854404 X false true X true false X 22044541 17157634 11035506 9397810 17249859 76885350 166711072 163210362 166606798 178152265 182360617 857041114 188755613 180367996 177642304 187550075 199610476 933926464 6100 3080 20625 10575 6345 46725 6100 3080 20625 10575 6345 46725 933879739 12700759 10841352 13824421 15855928 16976906 70199366 12700759 10841352 13824421 15855928 16976906 70199366 1933666 371925 407924 593946 546766 3854227 203390038 191581273 191874649 203999949 217134148 1007980057 0.92650 0.92050 0.07000 0.07000 X PART III, LINE 12 OTHER INCOME 3,854,227 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false false true X 337646525 5438035 28949519 14895973 357138106 289311879 20954026 39052786 11672166 337646525 366403252 2440343 -50849387 28682329 289311879 346042901 3067780 40317078 23024507 366403252 279189491 4556214 37597745 21748290 346042901 0.03500 0.62000 0.34500 true false 5984187 5984187 495961476 265522928 230438548 354001252 248508143 105493109 32913940 24014150 8899790 350815634 REFUNDABLE FEES 107932869 ANNUITIES PAYABLE 12048563 OPERATING LEASE LIABILITY 4980543 INTEREST RATE SWAP AGREEMENTS 2394773 BOND PREMIUM/DISCOUNT 1436036 128792784 X 264186443 827130 827130 263359313 263359313 230878739 230878739 27274 27274 230906013 SCHEDULE D, PAGE 1, PART III, LINE 1A MASONIC VILLAGES, DIRECTLY OR THROUGH ITS SUBSIDIARIES, INCLUDING MASONIC LIBRARY AND MUSEUM, OWNS OR MANAGES COLLECTIONS OF MASONIC MEMORABILIA, PAINTINGS, ANTIQUE FURNITURE, FARM EQUIPMENT, AND OTHER ARTIFACTS RELATED TO THE HISTORY OF MASONIC VILLAGES AND FREEMASONRY. THESE COLLECTIONS ARE LOCATED AT THE ELIZABETHTOWN, PENNSYLVANIA CAMPUS AND AT THE MASONIC TEMPLE IN PHILADELPHIA, PENNSYLVANIA. THE COLLECTIONS, WHICH WERE PRIMARILY ACQUIRED THROUGH CONTRIBUTIONS SINCE MASONIC VILLAGES' INCEPTION, ARE NOT RECOGNIZED AS ASSETS IN THE CONSOLIDATED BALANCE SHEETS. CONTRIBUTED COLLECTION ITEMS ARE NOT RECOGNIZED AS REVENUE IN THE CONSOLIDATED STATEMENTS OF CHANGES IN NET ASSETS. SCHEDULE D, PAGE 2, PART III, LINE 4 MASONIC VILLAGES AND THE MASONIC LIBRARY'S COLLECTIONS OF MASONIC MEMORABILLIA, PAINTINGS, ANTIQUE FURNITURE, FARM EQUIPMENT, AND OTHER ARTIFACTS HELP TELL THE STORY OF THE MASONIC VILLAGES AND FREE MASONRY. SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION MAINTAINS FUNDS FOR ITS RESIDENTS AS A SERVICE TO THESE INDIVIDUALS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE MASONIC VILLAGES ENDOWMENTS WERE ESTABLISHED TO ASSIST MASONIC VILLAGES AND PROVIDE BENEVOLENT CARE TO RESIDENTS OF THE CAMPUSES. SCHEDULE D, PAGE 3, PART X MASONIC VILLAGES IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 509(A) OF THE CODE AND FILES A FORM 990, "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX." PENNSYLVANIA ACACIA INSURANCE COMPANY, LTD. IS A SINGLE MEMBER, TAX-EXEMPT CORPORATION. THE FOUNDATION, MASONIC LIBRARY AND MUSEUM, AND ASHLAR ARE ALL SINGLE MEMBER, LIMITED LIABILITY CORPORATIONS AND ARE DISREGARDED ENTITIES FOR INCOME TAX PURPOSES. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE ORGANIZATIONS TO DISCLOSE SIGNIFICANT TAX POSITIONS THAT ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT MAY ULTIMATELY BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE EFFECTS OF TAX POSITIONS ARE RECOGNIZED IN FINANCIAL STATEMENTS IF, IN THE OPINION OF MANAGEMENT,THE TAX POSITION WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON AN EXAMINATION BY THE TAXING AUTHORITIES, INCLUDING THE RESOLUTION OF ANY APPLICABLE APPEALS OR LITIGATION. MASONIC VILLAGES' MOST SIGNIFICANT TAX POSITION IS THAT IT IS EXEMPT FROM PAYMENT OF FEDERAL AND STATE INCOME TAXES.ACCORDINGLY, MASONIC VILLAGES HAS NOT REPORTED ANY INCOME TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND THE CONSOLIDATED STATEMENTS OF CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. MASONIC VILLAGES HAS NOT RECORDED LIABILITIES FOR INCOME TAXES OR UNRECOGNIZED INCOME TAX BENEFITS IN THE CONSOLIDATED BALANCE SHEETS AS OF DECEMBER 31, 2024 AND 2023. MASONIC VILLAGES. FORM 990 IS GENERALLY SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D INTEREST RATE SWAP AGREEMENTS 854,404 COST OF GOOD SOLD -27,274 SCHEDULE D, PAGE 4, PART XII, LINE 4B FORM 990 DEPRECIATION ADJU -280,124 COGS ADJUSTEMENT 27,274 BOOK / TAX DEPRECIATION DIFFERENCE 280,124 false CONTRIBUTION/ASSISTANCE 116 224815 FMV SCHOLARSHIPS 113 212200 FMV SCHEDULE I, PAGE 1, PART I, LINE 2 MASONIC VILLAGES GRANTS SCHOLARSHIPS THAT ORIGINATE FROM A VARIETY OF DIFFERENT FUNDS. THE SCHOLARSHIPS ARE GRANTED BASED UPON THE FOLLOWING GENERAL CRITERIA: APPLICANTS MUST DEMONSTRATE FINANCIAL NEED. APPLICANTS MUST DEMONSTRATE ACADEMIC ACHIEVEMENT. IN ADDITION BASED UPON DONOR RESTRICTIONS, CERTAIN INDIVIDUAL SCHOLARSHIPS MAY BE LIMITED TO RESIDENTS OF THE CHILDREN'S HOME, RELATIVES OF MASONS, CERTAIN FIELDS OF STUDY, AND PERFORMANCE OF VOLUNTEER SERVICES AT THE MASONIC VILLAGES. X X false false false false false false false false false WILLIAM L KINGSBURY CHIEF EXECUTIVE OFFI 479561 17592 20690 517843 PAMELA S FORMICA CHIEF FINANCIAL OFFI 312064 15826 12905 340795 ADRIENNE STAUDENMAYER CHIEF OPERATING OFFI 302090 15320 2408 319818 CARL TARBELL EXECUTIVE DIRECTOR 264555 13416 277971 DEBRA BROCKMAN CHIEF HUMAN RESOURCE 244997 12418 16053 273468 PATRICK J SAMPSELL CHIEF ENV. & FACILIT 236289 11733 20690 268712 J MICHAEL ROWE EXECUTIVE DIRECTOR 231109 7098 13487 251694 ERIC L GROSS EXECUTIVE DIRECTOR 223123 11310 16053 250486 MARK A HAINES RWGS DIRECTOR 205401 39276 244677 BEVERLY SWEIGART CHIEF ADMIN OFFICER 216115 10960 16699 243774 JUSTIN E WOLGEMUTH SENIOR VP OF OPERATI 199271 10106 19800 229177 JOSEPH FRANCO CHIEF INFORMATION OF 194478 9863 19851 224192 NOAH P DAVIS EXECUTIVE DIRECTOR 194633 9708 16160 220501 KELLY O GERHARDS NURSING SHIFT SUPERV 195806 9918 7983 213707 KATIE ROOF CHIEF CLINICAL OFFIC 182424 9251 20297 211972 MICHAEL D MCKEE EXECUTIVE DIRECTOR 182034 9231 20690 211955 DONALD BRINDISI PHARMACY MANAGER 176847 8957 19304 205108 MATTHEW R MAYO ASSISTANT EXEC. DIRE 179535 9105 8482 197122 GERALD GALLAGHER VICE PRESIDENT SALES 166879 8463 20538 195880 THERESA SORRENTINO NURSING SHIFT SUPERV 175961 8912 7983 192856 KELLY SHRUM EXECUTIVE DIRECTOR 159378 8074 20675 188127 CRIS DINSMORE DIRECTOR OF FINANCE 163758 8305 8482 180545 MICHAEL KATZENMOYER EXECUTIVE DIRECTOR 164092 6536 7731 178359 A LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045ZG1 2008-04-01 144950000 SEE PART VI. false false false B LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045F40 2015-02-12 49545009 SEE PART VI false false false C LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045Q48 2017-02-22 31274247 SEE PART VI. false false false D LANCASTER COUNTY HOSPITAL AUTHORITY SERIES OF 2022 236648018 514045X24 2022-08-01 49508199 SEE PART VI false false false A 122200000 144950000 166261 144950000 2008 true false true true B 23055000 49545009 728913 48816096 2016 true false true true C 5545000 31274247 491286 30782961 2018 false false true true D 10840000 47870000 272921 49235278 2022 true false true true A false true true true false 0.00050 0.00050 false false true B false true true true false 0.00090 0.00090 false false true C false false false false false false true D false true true true false 0.00490 0.00490 false false true A false false true false true true WELLS FARGO SEE PART VI false false false false true B false false false true false false false false true C false false false true false false true BAYERISCHE LAND 1.600000000000 true false true D false true false false false false false false true A true B true C true D true PURPOSE OF ISSUE DESCRIPTION LANCASTER COUNTY HOSPITAL AUTHORITY SEE PART VI. PURPOSE OF ISSUE DESCRIPTION LANCASTER COUNTY HOSPITAL AUTHORITY SEE PART VI PURPOSE OF ISSUE DESCRIPTION LANCASTER COUNTY HOSPITAL AUTHORITY SEE PART VI. PURPOSE OF ISSUE DESCRIPTION LANCASTER COUNTY HOSPITAL AUTHORITY SEE PART VI DATE REBATE COMPUTATION PERFORMED LANCASTER COUNTY HOSPITAL AUTHORITY 01/11/17 DATE REBATE COMPUTATION PERFORMED LANCASTER COUNTY HOSPITAL AUTHORITY 02/22/19 ADDITIONAL INFORMATION LANCASTER COUNTY HOSPITAL AUTHORITY SCHEDULE K, PART 1, BOND ISSUES: LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES OF 2008 DESCRIPTION OF PURPOSE: REFUNDING OF 1999, 2001, 2002 AND 2004 BOND SERIES LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES OF 2015 DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2008 C (ISSUED ON 04/01/08 AND RESTATED/AMENDED IN 2010) AND ADVANCE REFUNDING OF SERIES 2006(ISSUED ON 11/14/06) AND PAYMENT OF THE TERMINATION COST FOR THE INTEREST RATE SWAP ENTERED INTO IN CONNECTION WITH THE 2008 C BONDS. LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES OF 2017 DESCRIPTION OF PURPOSE: CONSTRUCTION OF 72 SENIOR LIVING COTTAGES AT ELIZABETHTOWN CAMPUS. LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE REVENUE BONDS SERIES OF 2022 DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF HEALTH CARE REVENUE BONDS SERIES 1996, SERIES 2008 A AND SERIES 2008 B AS WELL AS THE COSTS OF TERMINATING THE INTEREST RATE SWAPS ENTERED INTO IN CONNECTION WITH THE 2008 A AND 2008 B BONDS. SCHEDULE K, PART IV, 4B AND 4C NAME AND TERM OF HEDGE PROVIDER: SERIES 2008 D - WELLS FARGO, 9.6 YEARS, MATURITY DATE JULY 2034 SCHEDULE K, PART IV, LINE 5D REGULATORY SAFE HARBOR: SAFE HARBOR BIDDING PROCESS WAS FOLLOWED; ONLY TWO BIDS FROM COMPETITIVE PROVIDERS WERE RECEIVED. A LANCASTER COUNTY HOSPITAL AUTHORITY SERIES OF 2023 236648018 514045X32 2023-11-01 SEE PART IV false false false A 835000 26920000 505406 26414594 true false true true A false false false false false false true A false true false false false false false false true A true PURPOSE OF ISSUE DESCRIPTION LANCASTER COUNTY HOSPITAL AUTHORITY SEE PART IV ADDITIONAL INFORMATION LANCASTER COUNTY HOSPITAL AUTHORITY SCHEDULE K, PART 1, BOND ISSUES: LANCASTER COUNTY HOSPITAL AUTHORITY HEALTH CARE BONDS SERIES OF 2023 DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF HEALTH CARE REVENUE BONDS SERIES 2013 FORM 990 - ORGANIZATION'S MISSION THE MASONIC VILLAGE SUPPORTS THE OPERATIONS OF ITS SENIOR LIVING COMMUNITIES, THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM OF PENNSYLVANIA, THE MASONIC YOUTH FOUNDATION AND THE MASONIC BLOOD + ORGAN DONOR PROGRAM. EACH CHARITY STRIVES TO EXEMPLIFY MASONIC VALUES AND EMPOWER AND INSPIRE INDIVIDUALS TO ACHIEVE THEIR FULL POTENTIAL AND BUILD STRONGER COMMUNITIES. THE MASONIC VILLAGE'S MISSION OF LOVE IS TO PROVIDE EXCELLENT PERSON-CENTERED CARE AND SERVICES TO SENIORS, INCLUDING MANY VULNERABLE MEMBERS OF OUR COMMUNITY (PENNSYLVANIA MASONS AND THEIR LOVED ONES, RESIDENTS AND THEIR LOVED ONES,AND EMPLOYEES AND THEIR LOVED ONES) WITHOUT REGARD TO THEIR FINANCIAL STATUS. FORM 990, PAGE 2, PART III, LINE 4A THE MASONIC VILLAGE, DIRECTLY AND THROUGH ITS SUBSIDIARIES, CONDUCTS MANY DIVERSE CHARITABLE ACTIVITIES AND PROGRAMS THAT EXEMPLIFY THE VALUES AND PRINCIPLES THAT HAVE BEEN EMBRACED AND PROMOTED BY THE GRAND LODGE OF PENNSYLVANIA SINCE ITS FOUNDING NEARLY 300 YEARS AGO, INCLUDING REVERENCE FOR GOD; COMPASSION, EMPATHY, AND RESPECT FOR ALL; HONESTY AND INTEGRITY; AND STEWARDSHIP AND INDUSTRY. AGING SERVICES AND RELATED SERVICES ON FIVE CAMPUSES ACROSS PENNSYLVANIA (DALLAS, ELIZABETHTOWN, SEWICKLEY, WARMINSTER AND LAFAYETTE HILL), MASONIC VILLAGE PROVIDES INDEPENDENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE TO APPROXIMATELY 3,700 RESIDENTS. AS IT HAS FOR MORE THAN 100 YEARS, MASONIC VILLAGE REMAINS PROUDLY COMMITTED TO PROVIDING THE HIGHEST QUALITY CARE AND QUALITY OF LIFE TO ALL ITS RESIDENTS, INCLUDING MANY WHO CANNOT AFFORD TO PAY FOR SUCH SERVICES WITH THEIR PERSONAL FUNDS. IN 2024, MASONIC VILLAGE PROVIDED 40.8 MILLION WORTH OF CHARITABLE CARE AND SERVICES ACROSS PENNSYLVANIA CONSISTING OF 11.3 MILLION (AT COST) OF FREE CARE AND SERVICES AND 29.5 MILLION (AT COST) FOR CARE AND SERVICES ABOVE THE AMOUNT REIMBURSED BY MEDICARE, MEDICAID AND OTHER THIRD-PARTY PAYORS. THROUGH ITS SUBSIDIARY, ASHLAR HOME HEALTH AND HOSPICE SERVICES, LLC, MASONIC VILLAGE PROVIDES HOME CARE, HOME HEALTH CARE, PALLIATIVE CARE, AND HOSPICE CARE TO ITS RESIDENTS OF THE MASONIC VILLAGE AT ELIZABETHTOWN AND TO PERSONS RESIDING WITHIN APPROXIMATELY 30-MILES OF ELIZABETHTOWN. MASONIC VILLAGE ALSO PROVIDES HOME CARE SERVICES TO ITS RESIDENTS IN LAFAYETTE HILL AND SEWICKLEY. MASONIC VILLAGE OPERATES A PHARMACY THAT SERVES ITS FIVE CAMPUSES AND FOUR UN-AFFILIATED SENIOR LIVING FACILITIES IN PENNSYLVANIA, FILLING NEARLY 400,000 PRESCRIPTIONS ANNUALLY. MASONIC VILLAGE SUPPORTS AND CARES FOR EIGHT ADULTS WITH DEVELOPMENTAL DISABILITIES IN THE BLEILER CARING COTTAGE ON ITS ELIZABETHTOWN CAMPUS. COMMUNITY BENEFIT AND OUTREACH MASONIC VILLAGE OPERATES A ROBUST OUTREACH PROGRAM TO ASSIST MANY IN NEED AND TO HELP BUILD STRONGER COMMUNITIES ACROSS PENNSYLVANIA. THE OUTREACH PROGRAM INCLUDES THE FOLLOWING ACTIVITIES: (A)GRANTS OF FINANCIAL ASSISTANTS TO ELIGIBLE APPLICANTS TO ASSIST WITH BASIC NEEDS SUCH AS SHELTER, UTILITIES, FOOD, MEDICINES AND MEDICAL CARE (185,000 IN 2024), (B)FACILITATE ACCESS TO DURABLE MEDICAL EQUIPMENT, (C)SUPPORT TO WIDOWS OF PENNSYLVANIA MASONS THROUGH THE MASONIC WIDOWS GUILD (1,740 WIDOWS RECEIVED SUPPORT IN 2024), (D)CONDUCT BLOOD DRIVES AND SUPPORT AND ENCOURAGE THOSE IN NEED OF ORGAN TRANSPLANTS THROUGH THE MASONIC BLOOD + ORGAN DONOR PROGRAM (IN 2024, 4,290 UNITS OF BLOOD HELPING SAVE THE LIVES OF 12,870 RECIPIENTS AND 7 PERSONS AND THEIR FAMILIES GUIDED TO THE GIFT OF LIFE THROUGH ORGAN TRANSPLANT), (E)SUPPORT LOCAL ORGANIZATIONS AND INDIVIDUALS THROUGH GRANTS, SCHOLARSHIPS, AND OTHER PROGRAMS (822,000) (F)THROUGH THE MASONIC CHARITY FOUNDATION PROVIDED NEARLY 100,000 OF FINANCIAL GRANTS AND ASSISTANCE TO COMMUNITY-BASED CHARITIES THAT EXEMPLIFY THE VALUES AND MISSIONS OF PENNSYLVANIA FREEMASONRY THE MISSION OF MASONIC VILLAGE ALSO INCLUDES THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE MASONIC CHILDREN'S HOME, THE MASONIC LIBRARY AND MUSEUM AND PENNSYLVANIA, AND THE PENNSYLVANIA MASONIC YOUTH FOUNDATION, AS DESCRIBED IN SECTIONS 4B, 4C AND 4D. FORM 990, PAGE 2, PART III, LINE 4C MASONIC LIBRARY AND MUSEUM THE MASONIC LIBRARY AND MUSEUM EDUCATES AND ENLIGHTENS THE MASONIC COMMUNITY AND THE GENERAL PUBLIC BY (A) PRESENTING THE MASONIC TEMPLE IN PHILADELPHIA, A NATIONAL HISTORIC LANDMARK, AS THE PREEMINENT LIVING, ARCHITECTURAL REPRESENTATION OF THE VALUES, IDEALS AND CULTURE OF FREEMASONRY AND A CENTER OF FRATERNAL, SOCIAL, CULTURAL AND BUSINESS ACTIVITIES, (B) CURATING AND SHOWCASING THE PRICELESS COLLECTIONS, (C) ENGAGING DIVERSE AUDIENCES THROUGH PROGRAMS AND RESEARCH RELATING TO THE VALUES, IDEALS, HISTORY AND CULTURE OF FREEMASONRY, AND (D) PRESERVING IMPORTANT MASONIC-RELATED MONUMENTS IN PENNSYLVANIA. IN 2024, MORE THAN 12,863 VISITORS TOURED THE MASONIC TEMPLE, MORE THAN 1,000 OBJECTS WAS PRESERVED AND ARCHIVED, 64 NEW BOOKS WERE ADDED ITS COLLECTIONS, 362 RESEARCH ASSIGNMENTS WERE COMPLETED, AND A 10-YEAR CAPITAL INVESTMENT PLAN PRIORITIZING MORE THAT 40 MILLION OF PROJECTS AT THE MASONIC TEMPLE WAS COMPLETED (WORK COMMENCING IN 2025). FORM 990, PAGE 2, PART III, LINE 4D MASONIC YOUTH FOUNDATION THE PENNSYLVANIA YOUTH FOUNDATION ENRICHES THE LIVES OF YOUTH AND YOUTH ADULT VOLUNTEERS BY CONDUCTING PROGRAMS DESIGNED TO BUILD STRONG CHARACTER AND DEVELOP LEADERSHIP SKILLS AND MORAL VALUES. IN 2024, THE FOUNDATION EMPOWERED 1,352 YOUTH THROUGH ITS LEADERSHIP PROGRAMS, AWARDED 150,000 IN SCHOLARSHIP FUNDS TO 52 STUDENTS, TRAINED 1,690 INDIVIDUALS AT VIRTUAL AND IN-PERSON EDUCATIONAL WORKSHOPS ON A VARIETY OF TOPICS AFFECTING THE HEALTH AND WELL-BEING OF YOUTH IN PENNSYLVANIA AND SUPPORTED 650 MEMBERS WITHIN 5 YOUTH GROUPS ACROSS PENNSYLVANIA. MASONIC BLOOD AND ORGAN DONOR PROGRAM THE PROGRAM FACILITATED THE COLLECTION OF 4,290 UNITS OF BLOOD IN 2024, HELPING TO SAVE THE LIVES OF OVER 12,870 PATIENTS. IT ALSO SUPPORTED SEVEN MEMBERS WHO RECEIVED LIFE-SAVING ORGAN TRANSPLANTS, AS WELL AS THEIR FAMILY MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7A THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC VILLAGES' GOVERNING BODY (MASONIC VILLAGES BOARD OF DIRECTORS). GRAND LODGE HAS ESTABLISHED THE MASONIC VILLAGES BOARD OF DIRECTORS UNDER AND SUBJECT TO SUCH RULES AND REGULATIONS AS MAY BE APPROVED BY THE GRAND LODGE. FORM 990, PAGE 6, PART VI, LINE 7B THE GRAND LODGE OF PENNSYLVANIA ELECTS THE MEMBERS OF MASONIC VILLAGES' GOVERNING BODY (MASONIC VILLAGES BOARD OF DIRECTORS). GRAND LODGE IS THE SOLE MEMBER OF THE MASONIC VILLAGES. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT FORM 990 IS REVIEWED BY THE RIGHT WORSHIPFUL GRAND TREASURER OF THE PARENT (GRAND LODGE), THE FINANCE OFFICE STAFF, THE OFFICER SIGNING THE FORM 990 AND THE BOARD OF DIRECTORS AT THE OCTOBER BOARD MEETING PRIOR TO FILING THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY BY EACH OF THE OFFICERS AND DIRECTORS. THESE STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER. FORM 990, PAGE 6, PART VI, LINE 15A THE ANNUAL COMPENSATION OF MASONIC VILLAGES CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS IS REVIEWED BY MASONIC VILLAGES CHIEF HUMAN RESOURCES OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B THE ANNUAL COMPENSATION OF MASONIC VILLAGES CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS IS REVIEWED BY MASONIC VILLAGES CHIEF HUMAN RESOURCES AND COMPLIANCE OFFICER USING INDUSTRY-SPECIFIC SALARY SURVEY DATA. COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 17 MAINE, MARYLAND, MASSACHUSETTS, MINNESOTA, MISSISSIPPI, MICHIGAN, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, MISSOURI FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS PROVIDED BY THE ORGANIZATION TO THE REQUESTING INDIVIDUAL BASED UPON THEIR REQUEST. AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE ON THE MASONIC VILLAGES WEBSITE. FORM 990, PART XI, LINE 9 UNREALIZED APPRECIATION ON INTEREST RATE SWAP 854,404 GRAND LODGE OF FREE AND ACCEPTED MA ONE NORTH BROAD STREET PHILADELPHIA PA 19107 236407467 PART VII PA 501C10 1 NA false PENNSYLVANIA ACACIA INSURANCE COMPANY LLC 126 COLLEGE STREET SUITE 420 BURLINGTON VT 05421 421566974 PART VII VT 501C3 12C MASONIC VILLAGES OF THE GRAND LODGE true GRAND LODGE OF PENNSYLVANIA CHARITY FOUNDATION ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 232720910 PART VII PA 501C3 7 GRAND LODG false ASHLAR HOME HEALTH AND HOSPICE SERVICES LLC ONE MASONIC DRIVE ELIZABETHTOWN PA 17022 814149958 PART VII PA 501C3 12C MASONIC VILLAGES OF THE GRAND LODGE true GRAND LODGE CONSOLIDATED FUND ONE NORTH BROAD STREET PHILADELPHIA PA 19107 256911798 INVESTMENT PA N/A TRUST false true false false true false true false false false false false true false false false false false false false ASHLAR HOME HEALTHHOSPICE SERVICES L 676822 ASHLAR HOME HEALTHHOSPICE SERVICES D 235854 SCHEDULE R PART II: GRAND LODGE OF FREE AND ACCEPTED MASONS OF PENNSYLVANIA: OVERSEES ACTIVITIES OF MASONIC ENTITIES AND PROMOTES MASONIC CULTURE AND LAW. GRAND LODGE OF PENNSYLVANIA CHARITY FOUNDATION: DISTRIBUTES CHARITABLE DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS. PENNSYLVANIA ACACIA INSURANCE COMPANY, LTD: PROVIDE INSURANCE COVERAGE FOR LONG-TERM CARE, PROFESSIONAL AND GENERAL LIABILITY EXPOSURE. ASHLAR HOME HEALTH AND HOSPICE SERVICES, LLC: OPERATE HOME CARE, HOME HEALTH CARE AND HOSPICE PROGRAMS.