2025-11-14T13:59:06-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2024-01-01 311756851 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL LLC MASO 5028974907 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 TODD LACY PRESIDENT 5028974907 2025-11-11 1 1 MELANIE MCPEAK P01346034 8885871719 2024 2025-03-06 01:10:19Z X TODD LACY 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 514395 0 X WWW.MASONICHOMESKY.COM X LLC 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. X 7 7 0 7 0 0 0 0 413751 514125 0 0 510 270 414261 514395 0 0 0 0 38297 41757 0 0 0 1262752 1362047 1301049 1403804 -886788 -889409 8686374 599665 16157333 8960033 -7470959 -8360368 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 742984 514125 MASONIC RETIREMENT VILLAGE OF TAYLOR MILL, LLC, 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 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, FURNACE, AND AIR CONDITIONING- BUILDING INSURANCE FOR FIRE AND STORM DAMAGE- A COMMUNITY CENTER 742984 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 1 0 0 0 1 6 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 5027538970 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 KEITH DREIER CHAIRMAN (FROM 11/2024) 0.80 3.20 X X 0 0 0 TERRY BOWMAN VICE CHAIRMAN 0.80 3.20 X X 0 0 0 RONALD CAUGHRON TREASURER 0.80 3.20 X X 0 0 0 WILLIAM PERRY SECRETARY (FROM 11/2024) 0.80 3.20 X X 0 0 0 MITCHELL MAY DIRECTOR (FROM 11/2024) 0.80 3.20 X 0 0 0 TIMOTHY SANDERS DIRECTOR 0.80 3.20 X 0 0 0 RICHARD SHORT DIRECTOR 0.80 3.20 X 0 0 0 HAROLD ARMSTRONG CHAIRMAN (TO 11/2024) 0.80 3.20 X X 0 0 0 MARK GALLOWAY SECRETARY (TO 11/2024) 0.80 3.20 X X 0 0 0 E DARREN WILSON DIRECTOR (TO 11/2024) 0.80 3.20 X 0 0 0 TODD LACY PRESIDENT 2.00 38.00 X 0 472966 31336 J SCOTT JUDY CEO 2.00 38.00 X 0 472977 18775 0 945943 50111 0 0 1 0 0 RESIDENT SERVICE FEES 623000 514125 514125 514125 270 0 270 270 270 514395 514125 0 270 35006 35006 1037 1037 3109 3109 2605 2605 72935 72935 5640 5640 63754 63448 306 7744 3282 4462 5830 5830 442625 85493 357132 195056 175550 19506 214267 192840 21427 97737 97737 SHARED EXP. ALLOCATION 185950 185950 REPAIRS & MAINTENANCE 32489 32334 155 CORPORATE OVERHEAD 32392 32392 PERSONAL SVCS RESIDENTS 4456 4033 423 1172 54 1118 1403804 742984 660820 0 250 1245 1663 500 20976 23650 0 0 8414685 0 248800 0 0 574270 8686374 599665 96464 72088 742463 728653 3560997 0 11757409 8159292 16157333 8960033 X -7470959 -8360368 -7470959 -8360368 8686374 599665 -889409 0 X X 0 1 X 1 0 X 379577 416826 369436 413751 514125 2093715 379577 416826 369436 413751 514125 2093715 0 0 0 2093715 720 60 510 270 1560 720 60 510 270 1560 379577 417546 369496 414261 514395 2095275 0.99930 0.99930 0.00070 0.00070 X 0 DUE FROM AFFILIATES 574270 574270 REFUNDABLE FEES 8159292 8159292 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION 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 ORGANIZATION. 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 465766 0 0 0 7200 0 12385 0 18951 0 504302 0 0 J SCOTT JUDY CEO 0 465777 0 0 0 7200 0 12385 0 6390 0 491752 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. FIXED ASSETS 2024-08-01 8369915 NET BOOK VALUE 991682513 MHKY REAL ESTATE LLC 330 MASONIC HOME DRIVE MASONIC HOME KY 40041 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: TODD LACY - PRESIDENT. J. SCOTT JUDY - CEO, KEITH DREIER - CHAIRMAN, TERRY BOWMAN - VICE CHAIRMAN, RONALD CAUGHRON - TREASURER, WILLIAM PERRY - SECRETARY, MITCHELL MAY - DIRECTOR, TIMOTHY SANDERS - DIRECTOR, RICHARD SHORT - DIRECTOR PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL OF THE PEOPLE INCLUDED ABOVE ALSO SERVE IN THE SAME CAPACITY ON THE TRANSFEREE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 MASONIC HOMES OF KENTUCKY, INC. IS THE "SOLE MEMBER" OF MASONIC RETIREMENT VILLAGE OF TAYLOR MILL, LLC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF MASONIC RETIREMENT VILLAGE OF TAYLOR MILL, LLC IS 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 BYLAWS 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 INTEREST 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 7 N/A 0 MASONIC HOMES INDEDPENDENT LIVING II LLC 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 0 MASONIC HOMES OF KENTUCKY PEDIATRIC DAYCARE LLC 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 0 MASONIC HOMES COMMUNITY BASED SERVICES LLC 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0