2025-10-21T17:06:32-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2024-01-01 560529956 MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC MASO 3362990031 700 S HOLDEN ROAD GREENSBORO NC 27407 NIKKI STAFFORD DIRECTOR OF FINANCIAL SERVICES 3362990031 2025-10-21 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-10-21 2024 2025-03-06 01:10:19Z WHITESTONE NIKKI STAFFORD 700 S HOLDEN ROAD GREENSBORO NC 27407 30701485 0 1 X WWW.LIVEATWHITESTONE.ORG X 1912 NC AS A RETIREMENT COMMUNITY LEADER SINCE 1912, MASONIC AND EASTERN STAR HOME OF NC IS DEVOTED TO EXCELLENCE IN HOSPITALITY WITH TRADITIONAL VALUES PROMOTING FRATERNAL SERVICE, DIGNITY, DEPENDABILITY, AND CHOICE. 19 19 429 57 0 0 2315448 1698022 17361539 25125372 322608 110865 391254 883071 20390849 27817330 0 0 0 0 10748001 12716929 0 0 41175 13368149 18796141 24116150 31513070 -3725301 -3695740 134382790 132933852 124667199 125405633 9715591 7528219 AS A RETIREMENT COMMUNITY LEADER SINCE 1912, MASONIC AND EASTERN STAR HOME OF NC IS DEVOTED TO EXCELLENCE IN HOSPITALITY WITH TRADITIONAL VALUES PROMOTING FRATERNAL SERVICE, DIGNITY, DEPENDABILITY, AND CHOICE. 0 0 20496433 25125372 MASONIC AND EASTERN STAR HOME OF NC PROVIDES RESIDENTIAL, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS. THE HOME OFFERS INDEPENDENT LIVNG, ASSISTED LIVING, AND SKILLED NURSING SERVICES. 20496433 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 58 0 1 429 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X NIKKI STAFFORD 3365104809 700 SOUTH HOLDEN ROAD GREENSBORO NC 27407 GENE JERNIGAN CHAIRMAN 5.00 0.00 X X 0 0 0 LINDA BONNER DIRECTOR 1.00 0.00 X 0 0 0 JERRY RANDY BROWNING III DIRECTOR 1.00 0.00 X 0 0 0 LINDA BURRIS DIRECTOR 1.00 0.00 X 0 0 0 DENNIS EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 AMY JO FISCHER DIRECTOR 1.00 0.00 X 0 0 0 DAVID GRIFFITH DIRECTOR 1.00 0.00 X 0 0 0 ALLEN HUGHES DIRECTOR 1.00 0.00 X 0 0 0 EDWARD JOHNSON II DIRECTOR 1.00 0.00 X 0 0 0 TOMMY MILLS JR DIRECTOR 1.00 0.00 X 0 0 0 STEVE NORRIS DIRECTOR 1.00 0.00 X 0 0 0 DEBBIE OWEN DIRECTOR 1.00 0.00 X 0 0 0 RICK PATTON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT RIDEOUT DIRECTOR 1.00 0.00 X 0 0 0 DAVID SAWYER DIRECTOR 1.00 0.00 X 0 0 0 JOEY TRANSOU DIRECTOR 5.00 0.00 X 0 0 0 NORMA UNDERWOOD DIRECTOR 1.00 0.00 X 0 0 0 BRYANT WEBSTER DIRECTOR 5.00 0.00 X 0 0 0 EDWARD WELLS DIRECTOR 1.00 0.00 X 0 0 0 PAMELA NIKKI STAFFORD DIRECTOR OF FINANCIAL SERV 40.00 0.00 X 144436 0 8746 JOSHUA HILLEGASS ADMINISTRATOR 40.00 0.00 X 142773 0 2710 MARIE DUNN DIRECTOR OF MARKETING 40.00 0.00 X 132757 0 6756 DEBORAH BRYANT RESIDENCY COUNSELOR 40.00 0.00 X 120257 0 7026 TRACY ARMWOOD DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 104222 0 17304 CRYSTAL CONDY NURSE 40.00 0.00 X 108579 0 7831 753024 0 50373 6 0 1 0 LCS HOLDING COMPANY LLC 400 LOCUST ST STE 820 DES MOINES IA 50309 MANAGEMENT COMPANY 1320529 KARE TECHNOLOGIES PO BOX 4738 HOUSTON TX 77210 STAFFING SERVICES 207350 2 1256836 441186 1698022 RESIDENT SERVICES AND 623000 25125372 25125372 25125372 470267 470267 2524753 2884155 -359402 -359402 -359402 OTHER REVENUE 623000 883071 883071 883071 27817330 25125372 0 993936 153182 153182 10704821 8136943 2540755 27123 79619 59714 19706 199 824575 624991 197501 2083 954732 716049 236296 2387 793545 793545 191911 38382 151994 1535 134611 26922 106612 1077 1258401 1258401 362103 72421 286785 2897 5777 5777 2450 2450 1072847 643708 429139 29982 29982 30525 30525 4073930 2444358 1629572 4779827 2853004 1926823 563023 563023 MEDICAL SUPPLIES & SERV 1897305 1897305 FOOD SUPPLIES & SERVICE 1259894 1069593 188752 1549 REPAIRS AND MAINT 1206507 482602 723905 OTHER SUPPLIES & ACTIVI 614155 113924 500231 519348 58116 458907 2325 31513070 20496433 10975462 41175 2313729 3679845 599634 357155 1376947 1329398 65991 70776 462898 430912 131357888 33641184 101558804 97716704 7769888 8229237 19871985 20720953 362914 398872 134382790 132933852 3838962 3213560 26777668 31573843 87393793 82301689 6656776 8316541 124667199 125405633 X 4724137 2251700 4991454 5276519 9715591 7528219 134382790 132933852 X -3695740 1356298 152070 X 0 1 X 1 0 X 3629654 3562571 2252634 2315448 1698022 13458329 3629654 3562571 2252634 2315448 1698022 13458329 3247407 10210922 234639 240595 239471 322608 470267 1507580 2792 27236 76344 391254 883071 1380697 16346606 82962913 0.62470 0.68720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4544665 370660 52300 4863025 4137035 455790 48160 4544665 4859295 -666931 55329 4137035 4551728 380740 73173 4859295 3316368 862918 372442 4551728 0.80310 0.19690 0.00000 0 0 271503 271503 121650698 30156433 91494265 6567395 3259889 3307506 2868292 224862 2643430 97716704 ASSETS IN SPLIT INTEREST AGREEMENTS 4007315 F ASSETS LIMITED AS TO USE 16713638 F 20720953 REFUNDABLE ADVANCE FEES 7672201 DEPOSITS ON UNOCCUPIED UNITS 251179 RESIDENT TRUST FUNDS 363161 LONG TERM ACCOUNTS PAYABLE 30000 8316541 X 27684335 70375 70375 27613960 203370 203370 27817330 31513070 0 31513070 0 31513070 PART V, LINE 4: THE HOME'S ENDOWMENTS CONSIST OF A BOARD DESIGNATED OPERATING RESERVE FUND AND DONOR-RESTRICTED ENDOWMENT FUNDS TO PROVIDE BENEVOLENT CARE TO RESIDENTS IN NEED. PART X, LINE 2: MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF THE HOME. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR THE HOME. THE HOME FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE HAS HAD NO IMPACT ON THE HOME'S FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELEASE FROM RESTRICTION 70,375. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESTRICTED CONTRIBUTIONS 38,891. RESTRICTED INVESTMENT INCOME (LOSS) 164,479. X 0 0 0 0 0 0 0 0 0 PAMELA NIKKI STAFFORD DIRECTOR OF FINANCIAL SERV 144436 0 0 0 0 0 0 0 8746 0 153182 0 0 0 A PUBLIC FINANCE AUTHORITY 273866124 74444VAD2 2017-11-28 25023276 REFUND 2011A BONDS 0 0 0 B PUBLIC FINANCE AUTHORITY 273866124 74444VAW0 2020-09-10 76438581 EXPANSION OF FACILITIES, DEBT SERVICE, PAY INTEREST AND ISSUANCE COSTS 0 0 0 A 3643276 25023276 24520225 500465 2586 2012 1 0 0 1 B 17003581 76438581 5432436 1528767 67974840 1502538 2023 1 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 0 B 0 1 0 0 0 0 0 0 1 A 0 B 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES AND IN THE EVENT THE FULL BOARD IS NOT AVAILABLE THE EXECUTIVE COMMITTEE CAN MAKE DECISIONS ON THE BOARDS BEHALF HOWEVER IF IT REQUIRES A VOTING QUORUM THE BOARD MUST CALL A MEETING FOR THE VOTE. FORM 990, PART VI, SECTION A, LINE 3 LIFE CARE SERVICES (LCS) HAS BEEN ENGAGED BY THE BOARD OF TRUSTEES AS THE MANAGEMENT COMPANY OVER THE COMMUNITY SINCE 2006. FORM 990, PART VI, SECTION A, LINE 7A THE GRAND MASTER APPOINTS THREE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE DIRECTOR OF FINANCIAL SERVICES PRIOR TO BEING FILED. A COPY OF THE RETURN IS AVAILABLE TO BOARD MEMBERS, MANAGEMENT COMPANY REPRESENTATIVES AND ADVANCEMENT/DEVELOPMENT TEAM MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL MONITORING OF CONFLICT OF INTEREST IS PART OF THE DUTIES OF THE CORPORATE COMPLIANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR CEO, CURRENT OFFICERS, ETC. IS REVIEWED AS A PART OF ANNUAL BUDGET BY THE BOARD OF DIRECTORS, FINANCE COMMITTEE AND PERSONNEL COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. THE AUDITED FINANCIALS ARE INCLUDED IN ANNUAL DISCLOSURE AS REQUIRED BY DEPARTMENT OF INSURANCE. FORM 990, PART XI, LINE 9: CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS 152,070. GRAND LODGE OF THE AF AND AM OF NC PO BOX 6506 RALEIGH NC 27628 560228750 PROVIDE SUPPORT FOR NC MASONS NC 501(C)(8) & (C)(10) 0 GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR OF NC PO BOX 4730 WILMINGTON NC 28406 560239941 CHARITABLE, EDUCATIONAL AND FRATERNAL NC 501(C)(8) & (C)(10) 0 NC MASONIC FOUNDATION INC PO BOX 6506 RALEIGH NC 27628 566049500 RECEIVE DONATIONS AND NC 501(C)(3) LINE 12B, II 0 NC EASTERN STAR FOUNDATION INC PO BOX 2296 GARNER NC 27529 561974972 INVEST FUNDS RAISED TO NC 501(C)(3) PF 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0