2025-10-17T13:25:03-05:00 2024-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2024-01-01 540541802 MASONIC HOME OF VIRGINIA MASO 8042221694 500 MASONIC LANE HENRICO VA 23223 RANDY P SMITH CEO 8042221694 2025-10-16 1 1 JAYME MIKA P00852731 8047470000 2024 2025-03-06 01:10:19Z MAHOVA RANDY P SMITH 500 MASONIC LANE HENRICO VA 23223 13562994 0 X WWW.MAHOVA.ORG X 1890 VA THE MISSION OF MAHOVA SHALL BE TO ENHANCE THE RETIREMENT LIFE OF VIRGINIA MASONS (CONT SCH O) 16 16 205 35 0 0 2744140 1657990 5972323 7466187 601255 1721134 28045 18002 9345763 10863313 0 0 0 0 9158438 9624525 0 0 344007 4605376 4563588 13763814 14188113 -4418051 -3324800 76747868 77206166 9212833 10877819 67535035 66328347 X STRATEGIC OBJECTIVE ONE: WITHOUT REGARD FOR THEIR ABILITY TO PAY, TO ALWAYS PROVIDE ANY ELIGIBLE MASON, HIS WIFE, OR WIDOW WITH A QUALITY CONTINUING CARE RETIREMENT COMMUNITY IN A COST EFFECTIVE MANNER CONSISTENT WITH THE PRINCIPLES OF MASONIC RELIEF.(CONTINUED ON SCH. O) (CONTINUED FROM P2) STRATEGIC OBJECTIVE TWO: TO PROVIDE OR TO MAKE AVAILABLE TO ANY ELIGIBLE MASON, HIS WIFE, OR WIDOW NECESSARY IN-HOME ASSISTANCE AND CARE IN A COST EFFECTIVE MANNER.STRATEGIC OBJECTIVE THREE: TO REMAIN FINANCIALLY VIABLE IN SUPPORT OF MASONS AND THEIR RELATIVES IN PERPETUITY. 0 0 11841856 7466187 THE ORGANIZATION PROVIDES RETIREMENT, HEALTHCARE, AND NURSING FACILITIES FOR APPROXIMATELY 170 RESIDENTS. THE HOME PROVIDES CARE FOR LIFE TO RESIDENTS USING PROGRAM SERVICE REVENUE, GIFTS AND INCOME FROM INSITUTIONAL GRANTS AND THE INCOME THEREON. 124345 MAHOVA'S "OUTREACH", NEWLY BRANDED AS "MAHOVA IN YOUR HOME" IS OUR HOME-BASED HEALTH SERVICE PROGRAM DELIVERED THROUGHOUT VIRGINIA. THE PROGRAM PROVIDES SUPPORT TO SENIOR MASONS, WIVES, WIDOWS OR OTHER ELIGIBLE RELATIVES IN THEIR OWN HOMES. MAHOVA COORDINATES BASIC MEDICAL, HEALTHCARE, DAILY LIVING OR RESPITE NEEDS THROUGH LOCAL AGENCIES IN THE CANDIDATE'S COMMUNITY WHERE MAHOVA HAS DEVELOPED THOSE RELATIONSHIPS. 11966201 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X THE ORGANIZATION 8042221694 500 MASONIC LANE HENRICO VA 23223 GARY D HUFFMAN GRAND MASTER 1.00 X 0 0 0 MATTHEW T SZRAMOSKI DEPUTY GRAND MASTER 1.00 X 0 0 0 GINO W WILLIAMS GRAND SENIOR WARDEN 1.00 X 0 0 0 ROY MIKE MCKENNEY GRAND JUNIOR WARDEN 1.00 X 0 0 0 CLIFFORD SKIP PARKER IGH 1.00 X 0 0 0 JAMES P NUNN GRAND HIGH PRIEST 1.00 X 0 0 0 SCOTT FIELDING GRAND COMMANDER 1.00 X 0 0 0 JAMES F DICKERSON BOARD MEMBER 1.00 X 0 0 0 HARRIS T LUSCOMB III BOARD MEMBER 1.00 X 0 0 0 LEONARD ROWE BOARD MEMBER 1.00 X 0 0 0 LAMBROS G DELIGAN BOARD MEMBER 1.00 X 0 0 0 PHILIP J HAYS BOARD MEMBER 1.00 X 0 0 0 SAMUEL M JONES PRESIDENT 1.00 X X 0 0 0 FRANK L WRIGHT JR VICE PRESIDENT 1.00 X X 0 0 0 SHELDON B RICHMAN SECRETARY 1.00 X X 0 0 0 STEVEN W MCGOWAN TREASURER 1.00 X X 0 0 0 TRACY COOGLE CHIEF FINANCIAL OFFICER 40.00 X 124333 0 12694 RANDY P SMITH CHIEF EXECUTIVE OFFICER 40.00 X 219394 0 13413 ANNE HAGEN CEO - RETIRED 3/2024 40.00 X 111875 0 4747 ROBERT ADKINS VICE PRESIDENT OF OPERATIONS 40.00 X 184449 0 16890 DANIEL THOMAS DIRECTOR OF NURSING 40.00 X 137083 0 15370 ANN AUGUSTA MEEKS CHIEF HUMAN RESOURCES OFFICER 40.00 X 124330 0 15800 MICHAEL BUTLER JR DIRECTOR OF FACILITIES 40.00 X 110743 0 27463 CYNTHIA COX REGISTERED NURSE SUPERVISOR 40.00 X 100187 0 20267 MARY KATHRYN BRYANT-BOTKIN ASSISTED LIVING ADMINISTRATOR 40.00 X 110361 0 20226 1222755 0 146870 10 0 1 0 0 12825 1645165 33875 1657990 MASONIC HOME RESIDENTS 623000 7312314 7312314 OTHER RESIDENT SERVICES 812900 153873 153873 7466187 1037606 1037606 6214 0 6214 6214 6214 701742 2660200 0 2678414 701742 -18214 683528 683528 26390 12825 16572 9818 9818 6665 4695 1970 1970 10863313 7466187 0 1739136 687796 229851 339413 118532 7027252 6119507 769530 138215 282172 111979 166864 3329 1061920 871195 183230 7495 565385 455822 94579 14984 24270 20630 3155 485 52966 45021 6886 1059 118689 118689 399612 379835 4520 15257 17459 2570 4857 10032 156406 38486 101511 16409 404864 404864 31962 5980 24945 1037 1074572 1074572 344647 292950 44804 6893 FOOD 822721 819170 3551 RESIDENT MEDICAL 583731 583731 EQUIPMENT LEASE & MAINT 190354 180773 9581 OTHER EXPENSES 169008 163070 172 5766 172327 166195 1618 4514 14188113 11966201 1877905 344007 3985678 1921874 912522 771849 249200 165007 43530016 28529989 14900700 15000027 41144892 42767588 7976284 9231257 7578592 7348564 76747868 77206166 1713842 1252091 6290661 6653150 49000 156822 1159330 2815756 9212833 10877819 X 60392349 56149223 7142686 10179124 67535035 66328347 76747868 77206166 X -3324800 1437651 680461 X 0 1 X 1 0 X 2807310 1194901 1309331 2744140 1657990 9713672 2807310 1194901 1309331 2744140 1657990 9713672 2155985 7557687 580291 685370 1134633 1023140 1043820 4467254 14180926 32589202 0.53290 0.55520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 49000 107822 156822 1 X 51370174 423318 3863901 4110500 169853 51377040 49707415 82167 4431749 2727652 123505 51370174 63858742 56029 -8181150 6025268 938 49707415 60100452 79579 8839345 5121321 39313 63858742 57691060 154553 5364392 3048650 60903 60100452 0.94313 0.05687 0 0 63099 63099 35346057 22677839 12668218 1749330 1468782 280548 5789458 4009761 1779697 582072 373607 208465 15000027 INVESTMENT PARTNERSHIPS 6415220 F ASSETS HELD IN TRUST 2816037 F 9231257 NOTES RECEIVABLE 219259 SPLIT INTEREST AGREEMENTS RECEIVABLE 6709244 CEMETERY PLOTS 349508 OPERATING LEASE RIGHT OF USE ASSETS 70553 7348564 ANNUITY LIABILITIES 461909 DEFERRED COMPENSATION 585262 OPERATING LEASE LIABILITIES 70553 CHARITABLE REMAINDER TRUST LIABILITIES 1698032 2815756 X 9164370 924 924 9163446 1699867 1699867 10863313 14091615 924 21267 22191 14069424 118689 118689 14188113 PART IV, LINE 1B: THE HOME IS CUSTODIAN OF VARIOUS RESIDENT ESCROW ACCOUNTS. MONTHLY RESIDENT FEES ARE PAID TO THE HOME FROM THESE ACCOUNTS. PART IV, LINE 2B: DEPOSITS FROM POTENTIAL RESIDENTS PART X, LINE 2: MAHOVA FOLLOWS THE FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING MAHOVA'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS EVALUATED MAHOVA'S TAX POSITION AND CONCLUDED THAT MAHOVA HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. MAHOVA IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET GIFT SHOP SALES WITH COGS -4,695. NET SPECIAL EVENT EXPENSES -16,572. INVESTMENT INCOME 1,037,606. GAIN ON DISPOSAL OF ASSETS 683,528. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET GIFT SHOP SALES WITH COGS 4,695. NET SPECIAL EVENT EXPENSES 16,572. GRAND LODGE LUNCHEON 22500 22500 9632 ANNUAL GOLF TOURNAMENT 16715 12825 3890 1000 4260 1000 680 39215 12825 26390 1000 13892 1000 680 16572 9818 X X X 0 1 0 0 0 0 0 0 0 RANDY P SMITH CHIEF EXECUTIVE OFFICER 208635 0 0 0 10759 0 3047 0 10366 0 232807 0 0 0 ROBERT ADKINS VICE PRESIDENT OF OPERATIONS 181152 0 3297 0 0 0 4699 0 12191 0 201339 0 0 0 DANIEL THOMAS DIRECTOR OF NURSING 135731 0 1352 0 0 0 4071 0 11299 0 152453 0 0 0 X CHAIRS, COUNTERTOPS AND FLOORING 3 33500 FMV 0 0 0 FORM 990, PART I, LINE 1 (MISSION STATEMENT): THE MISSION OF MAHOVA SHALL BE TO ENHANCE THE RETIREMENT LIFE OF VIRGINIA MASONS AND THEIR FAMILIES. FORM 990, PART VI, SECTION A, LINE 7A THE GRAND MASTER OF MASONS IN VIRGINIA, WHO HIMSELF SERVES AS A BOARD MEMBER FOR ONE YEAR, HAS THE AUTHORITY TO APPOINT OR REAPPOINT THREE BOARD MEMBERS FOR A THREE YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B ANNUALLY, AT LEAST ONE WEEK PRIOR TO THE ACTUAL SUBMISSION OF THE INFORMATIONAL TAX RETURN, (IRS FORM 990), A PDF OF THE ENTIRE FORM 990 IS OBTAINED FROM THE TAX PREPARER AND CIRCULATED TO THE ENTIRE BOARD OF GOVERNORS. TO ENSURE ADEQUATE REVIEW, MEMBERS OF THE FINANCE COMMITTEE ARE REQUIRED TO REVIEW AND APPROVE THE FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SIGN CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, MAHOVA HUMAN RESOURCES DIRECTOR COMPLETES AN INDUSTRY FOCUSED COMPENSATION ANALYSIS AND REVIEWS WITH THE HR COMMITTEE OF THE BOARD. THE HR COMMITTEE MAKES CHANGES OR RECOMMENDATIONS WHICH THE HR COMMITTEE CHAIR SUBSEQUENTLY SUBMITS TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE APPROVES SALARIES FOR KEY EMPLOYEES AND OFFICERS. THE FULL BOARD VOTES ON AGGREGATE SALARIES AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS MAIN OFFICE LOCATED AT 500 MASONIC LANE. FORM 990, PART XI, LINE 9: CHANGES IN SPLIT INTEREST AGREEMENTS AND TRUSTS 680,461.