Civic Intelligence

The Ohio Masonic Home Benevolent Endowment Foundation Inc

990 • Fiscal year 2014 • EIN 31-1451818

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Five Masonic DriveSpringfield, OH 45504-3658

(937) 525-3003

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

35th percentile

0.32x

Higher debt load relative to revenue than 35% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$145,164

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

21st percentile

-0.3%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-6.1%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Assets

Down

$238,238,067

Down $810,287 (-0.3%) from 2013

Net Assets

Down

$231,654,814

Down $858,862 (-0.4%) from 2013

Liabilities

Up

$6,583,253

Up $48,575 (+0.7%) from 2013

Revenue

Down

$20,337,381

Down $1,326,091 (-6.1%) from 2013

Expenses

Up

$9,992,524

Up $184,351 (+1.9%) from 2013

Net Income

Down

$10,344,857

Down $1,510,442 (-13%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $210,094,206Liabilities 2010: $3,467,660Net Assets 2010: $206,626,5462010Assets 2011: $199,416,378Liabilities 2011: $7,125,877Net Assets 2011: $192,290,5012011Assets 2012: $217,627,807Liabilities 2012: $6,861,596Net Assets 2012: $210,766,2112012Assets 2013: $239,048,354Liabilities 2013: $6,534,678Net Assets 2013: $232,513,6762013Assets 2014: $238,238,067Liabilities 2014: $6,583,253Net Assets 2014: $231,654,8142014Assets 2015: $218,977,477Liabilities 2015: $5,512,848Net Assets 2015: $213,464,6292015Assets 2016: $213,580,917Liabilities 2016: $4,033,087Net Assets 2016: $209,547,8302016Assets 2017: $234,228,167Liabilities 2017: $2,894,924Net Assets 2017: $231,333,2432017Assets 2018: $209,687,316Liabilities 2018: $3,797,868Net Assets 2018: $205,889,4482018Assets 2019: $227,390,123Liabilities 2019: $3,104,534Net Assets 2019: $224,285,5892019Assets 2020: $243,587,892Liabilities 2020: $3,409,879Net Assets 2020: $240,178,0132020Assets 2021: $268,229,924Liabilities 2021: $4,358,864Net Assets 2021: $263,871,0602021Assets 2022: $215,578,947Liabilities 2022: $223,937Net Assets 2022: $215,355,0102022Assets 2023: $229,115,384Liabilities 2023: $227,922Net Assets 2023: $228,887,4622023Assets 2024: $238,264,010Liabilities 2024: $205,256Net Assets 2024: $238,058,7542024

Highlighted filing

2014

Assets$238,238,067
Liabilities$6,583,253
Net Assets$231,654,814

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $9,786,6242010Expenses 2011: $9,346,5422011Expenses 2012: $8,801,9112012Revenue 2013: $21,663,472Expenses 2013: $9,808,173Net Income 2013: $11,855,2992013Revenue 2014: $20,337,381Expenses 2014: $9,992,524Net Income 2014: $10,344,8572014Revenue 2015: $6,988,089Expenses 2015: $1,203,044Net Income 2015: $5,785,0452015Revenue 2016: $4,063,387Expenses 2016: $1,418,977Net Income 2016: $2,644,4102016Revenue 2017: $22,534,669Expenses 2017: $1,651,257Net Income 2017: $20,883,4122017Revenue 2018: $13,300,209Expenses 2018: $1,744,664Net Income 2018: $11,555,5452018Revenue 2019: $9,619,485Expenses 2019: $2,133,122Net Income 2019: $7,486,3632019Revenue 2020: $11,166,085Expenses 2020: $2,164,504Net Income 2020: $9,001,5812020Revenue 2021: $39,817,408Expenses 2021: $2,049,081Net Income 2021: $37,768,3272021Revenue 2022: $6,080,924Expenses 2022: $2,211,096Net Income 2022: $3,869,8282022Revenue 2023: $6,206,486Expenses 2023: $2,266,455Net Income 2023: $3,940,0312023Revenue 2024: $14,596,664Expenses 2024: $2,192,962Net Income 2024: $12,403,7022024

Highlighted filing

2014

Revenue$20,337,381
Expenses$9,992,524
Net Income$10,344,857
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$20,351,486
Mission and Program Overview

Mission

The intent is for the ohio masonic home benevolent endowment foundation to follow the mission of the ohio masonic home. The ohio masonic home's adopted mission is to be the trusted partner to help people age respectfully.

The work of the foundation represents the largest expression of philanthropy of ohio freemasonry by being fiscally responsible and prudent, allowing delivery of aid and aging services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$195,872,334$237,531,449▲ $41,659,115
Savings and Temporary Cash Investments$4,275,065--
Investments Other Securities$38,347,443$643,723▼ $37,703,720
Cash and Non-Interest-Bearing Accounts$0$34,678▲ $34,678
Prepaid Expenses and Deferred Charges$15,228$15,299▲ $71
Land, Buildings, and Equipment, Net$13,157$11,268▼ $1,889
Accounts Receivable-$1,650-
Total Assets$239,048,354$238,238,067▼ $810,287
Other Assets Total$525,127--
Liabilities
Accounts Payable and Accrued Expenses$143,269$6,342,215▲ $6,198,946
Other Liabilities$6,391,409$241,038▼ $6,150,371
Total Liabilities$6,534,678$6,583,253▲ $48,575
Net Assets / Fund Balance
Temporarily Rstr Net Assets$129,347,677$128,137,480▼ $1,210,197
Permanently Rstr Net Assets$106,704,446$106,821,627▲ $117,181
Unrestricted Net Assets$-3,538,447$-3,304,293▲ $234,154
Total Net Assets Fund Balance$232,513,676$231,654,814▼ $858,862
Total Liabilities and Net Assets / Fund Balance$239,048,354$238,238,067▼ $810,287

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,655$226,438$233,093
Other Land Buildings$4,613$29,516$34,129

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$106,704,446$7,061▼ $9,516-$106,701,991
2013$106,670,233$0▲ $34,213-$106,704,446
2012$106,526,036$116,773▲ $27,424-$106,670,233
2011$105,299,293$1,244,371▼ $17,628-$106,526,036
2010$104,023,253$372,621▲ $903,419-$105,299,293
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cathy S WigtonPresidentFT$132,188$12,976$145,164
Revenue and Support

Revenue Composition

Contributions and Grants
$2,616,399
Program Service Revenue
$0
Investment Income
$17,594,190
Other Revenue
$126,792
All Other Contributions
$2,616,399
Change in Net Assets
$10,344,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,699,732
Salaries, Compensation, and Employee Benefits$292,792
Total Fundraising Expense$123,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$479,775--$479,775
Other Salaries and Wages$17,290$82,603$58,290$158,183
Other Expenses$120,252$135,464-$120,252
Current Officers, Directors, Trustees, and Key Employees$11,467$54,785$38,660$104,912
Advertising$42,443--$42,443
Travel$6,015$12,031$12,031$30,077
Office Expenses$3,811$11,433$3,811$19,055
Payroll Taxes$1,959$9,359$6,604$17,922
Pension Plan Contributions$1,287$6,149$4,339$11,775
Depreciation Depletion$2,210--$2,210
Total Functional Expenses$9,556,965$311,824$123,735$9,992,524
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$122,193
Fundraising Direct Expenses$14,029
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$122,193$122,193$14,029$108,164
Total Events$122,193$122,193$14,029$108,164
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$241,038
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization member is the ohio masonic home per the code of regulations.

Form 990, Part VI, Section A, Line 7A

Per the code of regulations, at the annual meeting or at such other time as may be designated by the ohio masonic home (omh) board of trustees, the omh board shall elect by majority vote of those trustees present, all trustees and/or directors of other corporations which are affiliated or wholly owned by the ohio masonic home.

Form 990, Part VI, Section A, Line 7B

The organization requires the approval of the ohio masonic home for the governing body's election or removal of members of the governing board, or approval of the governing body's decision to dissolve the organization.

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by an outside accounting firm who then submits the form 990 to the president of the foundation, ceo, cfo, and the audit committee for review. A copy of the form 990 was provided to the board of trustees prior to the filing.

Form 990, Part VI, Section B, Line 12C

The ohio masonic home and its related organizations have a written conflict of interest policy that states that corporation shall not engage or contract with any business entity within which a trustee or officer has a material financial or personal interest unless certain criteria is met. Part of this criteria includes a majority vote of the board of trustees. Monitoring of the state of conflict is done annually by sending out a questionnaire to all of those who are required to disclose if a conflict exists.

Form 990, Part VI, Section B, Line 15

The board of trustees determines the compensation of the organization's president. Compensation is approved in advance for all employees through the annual budget approval, and the determinations are recorded in the meeting minutes at the time the decisions are made. The reasonableness of the compensation paid is reviewed periodically with a review of compensation data which may be available through published sources or though comparable organizations and/or industry groups. The organization has compensation guidelines for most other positions.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and its financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Ohio Masonic Home Benevolent
EIN
31-1451818
Phone
9375253003
Address
FIVE MASONIC DRIVE, SPRINGFIELD, OH 45504-3658

Signing Officer

Name
Cathy Wigton
Title
President
Phone
9375253003
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathy Wigton
Formed
1995
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
9

Preparer

Firm
Plante & Moran Pllc
Address
65 EAST STATE ST STE 600, COLUMBUS, OH 43215
Preparer
Bernie Ostrowski
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Other changes in perm restricted net assets -7,061. Change in value of beneficial interest in perpetual trust 124,242.

Form 990, Part XII, Line 2C

The audit committee of the ohio masonic home, a related organization, undergoes the process to select an independent auditor. This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The purpose of the foundation endowment funds is/are to provide perpetual support to fund the charitable mission of the ohio masonic home.

PART X, LINE 2:

All organizations included in the ohio masonic home and all affiliated organizations, with the exception of masonic aging services, llc, are exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The home is not currently under examination by the internal revenue service (irs) or any state or local tax authorities. The home and its affiliates are no longer subject to federal and local income tax examinations by tax authorities for years before 2011. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the home and recognize a tax liability if the home has taken any uncertain positions that more likely than not would not be sustained upon examination by the irs or other applicable taxing authorities. Management has analyzed the tax positions taken by the home and has concluded that as of december 31, 2014, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements.

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IRS990/ActivityOrMissionDesc0THE WORK OF THE FOUNDATION REPRESENTS THE LARGEST EXPRESSION OF PHILANTHROPY OF OHIO FREEMASONRY BY BEING FISCALLY RESPONSIBLE AND PRUDENT, ALLOWING DELIVERY OF AID AND AGING SERVICES.
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IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY L DEVASSIE
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD J HERR OD
IRS990/Form990PartVIISectionAGrp/PersonNm4HOWARD E LAUDERMILK
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IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt014029
IRS990/FundraisingGrossIncomeAmt0122193
IRS990/GainOrLossGrp/SecuritiesAmt012084117
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012084193
IRS990/GrossReceiptsAmt020351486
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt05510073
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05510073
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt038347443
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0643723
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0195872334
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0237531449
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0255954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013157
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011268
IRS990/LandBldgEquipCostOrOtherBssAmt0267222
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt076
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WORK OF THE OHIO MASONIC HOME FOUNDATION REPRESENTS THE LARGEST EXPRESSION OF SERVICE AND PHILANTHROPY OF OHIO FREEMASONRY BY BEING THE TRUSTED PARTNER FOR RESPECTFUL AGING THIS IS EVIDENCED BY PROVIDING THE HIGHEST QUALITY HOUSING, HEALTHCARE, PRODUCTS, HOME CARE, AND AGING ADVICE TO MAINTAIN THE RESPECT AND DIGNITY OF THOSE WHO WE SERVE BEING FISCALLY RESPONSIBLE IN ALL OF OUR OPERATIONAL AND INVESTING ACTIVITIES ALLOWS US TO DELIVER CHARITABLE ASSISTANCE AND EXCEPTIONAL CARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0232513676
IRS990/NetAssetsOrFundBalancesEOYAmt0231654814
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012084117
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012084117
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0108164
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0108164
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11320900
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03811
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011433
IRS990/OfficeExpensesGrp/ProgramServicesAmt03811
IRS990/OfficeExpensesGrp/TotalAmt019055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0525127
IRS990/OtherChangesInNetAssetsAmt0117181
IRS990/OtherExpensesGrp/Desc0SUPPORT TO AFFILIATES
IRS990/OtherExpensesGrp/Desc1ALLOC OF M&G FROM AFFIL
IRS990/OtherExpensesGrp/Desc2SERVICES FROM AFFILIATE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0135464
IRS990/OtherExpensesGrp/ProgramServicesAmt08803735
IRS990/OtherExpensesGrp/ProgramServicesAmt166721
IRS990/OtherExpensesGrp/ProgramServicesAmt2120252
IRS990/OtherExpensesGrp/TotalAmt08803735
IRS990/OtherExpensesGrp/TotalAmt1202185
IRS990/OtherExpensesGrp/TotalAmt2120252
IRS990/OtherLiabilitiesGrp/BOYAmt06391409
IRS990/OtherLiabilitiesGrp/EOYAmt0241038
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1CASH ADJUSTMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt019224
IRS990/OtherRevenueMiscGrp/ExclusionAmt1-596
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019224
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-596
IRS990/OtherRevenueTotalAmt018628
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082603
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017290
IRS990/OtherSalariesAndWagesGrp/TotalAmt0158183
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06604
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09359
IRS990/PayrollTaxesGrp/ProgramServicesAmt01959
IRS990/PayrollTaxesGrp/TotalAmt017922
IRS990/PensionPlanContributionsGrp/FundraisingAmt04339
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06149
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01287
IRS990/PensionPlanContributionsGrp/TotalAmt011775
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0106704446
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0106821627
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015228
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015299
IRS990/PrincipalOfficerNm0CATHY WIGTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02773
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021432382
IRS990/PYOtherExpensesAmt09324887
IRS990/PYOtherRevenueAmt0228317
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt011855299
IRS990/PYSalariesCompEmpBnftPaidAmt0483286
IRS990/PYTotalExpensesAmt09808173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021663472
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010344857
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt018628
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04275065
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt01) DELETIONS: NAME: MASONIC RETIREMENT VILLAGE, INC. EIN: 31-1451815 ADDITIONS: NAME: CORNERSTONE MASONIC HEALTHCARE, LLC EIN: 46-4229674 NAME: CORNERSTONE HOSPICE OF WEST CENTRAL, LLC EIN: 30-0805634 NAME: CORNERSTONE HELPING HANDS OF WEST CENTRAL, LLC EIN: 35-2491340 NAME: CORNERSTONE HELPING HANDS OF NORTH EAST, LLC EIN:36-4775464 NAME: CORNERSTONE HELPING HANDS OF NORTH WEST, LLC EIN:30-0804364 MODIFICATIONS: CORNERSTONE HOME HEALTH AND HOSPICE, EIN: 31-1696952, IS NOW CALLED CORNERSTONE HOME HEALTH OF NORTH WEST CORP. 2) THE REASON FOR THE UPDATES ABOVE ARE BECAUSE THE STRUCTURE DETERMINE BY THE OHIO MASONIC HOME WAS UPDATED TO INCLUDE THESE ENTITIES AND MODIFICATIONS. 3) THE OHIO MASONIC HOME HAS THE AUTHORITY TO ADJUST THE STRUCTURE OF ALL ENTITIES BELOW IT WITH A VOTE OF THE BOARD OF TRUSTEES. 4) THIS ACTION WAS ACCOMPLISHED BY THE VOTE OF THE BOARD OF TRUSTEES OF THE OHIO MASONIC HOME, WHO HAS CONTROL OVER ALL ENTITIES AFFILIATES WITH IT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE OHIO MASONIC HOME HAS CONTROL OF THE OHIO MASONIC BENEVOLENT ENDOWMENT FOUNDATION'S BOARD OF TRUSTEES AND BY HAVING SUCH CONTROL HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES. THE FOUNDATION PROVIDES SUPPORT THROUGH CONTRIBUTIONS AND INVESTMENT ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION'S PURPOSE IS TO PROVIDE SUPPORT TO ITS' RELATED ORGANIZATIONS WHO IN THE ORDINARY COURSE OF BUSINESS CARRY OUT ACTIVITIES WHICH ARE DESIGNED TO PROVIDE SERVICES TO THE ELDERLY IN OHIO, WHICH IS IN ALIGNMENT WITH ITS EXEMPT PURPOSE.THE FOUNDATION PROVIDES SUPPORT THROUGH CONTRIBUTIONS AND INVESTMENT ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE OHIO MASONIC HOME BENEVOLENT ENDOWMENT FOUNDATION'S PURPOSE IS TO PROVIDE SUPPORT TO ITS' RELATED ORGANIZATIONS WHO IN THE ORDINARY COURSE OF BUSINESS CARRY OUT ACTIVITIES WHICH ARE DESIGNED TO PROVIDE SERVICES TO THE ELDERLY IN OHIO, WHICH IS IN ALIGNMENT WITH ITS EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 4, SECTION A, LINE 5A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PAGE 5, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A, PAGE 5, SECTION E, LINE 2B
IRS990ScheduleA/SupportedOrganizationsCnt013
IRS990ScheduleA/SupportedOrganizationsTotalCnt013
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310536997
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1311451813
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2311591769
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3311816443
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4261306274
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5320186721
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6311696952
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7352491340
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8300805634
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9364775464
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10300804364
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11562460621
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12464229674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd80
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd110
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd120
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc29
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc39
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc49
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc59
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc69
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc79
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc89
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc99
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc109
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc119
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc129
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$238$0.21$238$14.6$2.19$12.4
2023Detailed filing. Detailed filing data is available for this year.$229$0.23$229$6.21$2.27$3.94
2022Detailed filing. Detailed filing data is available for this year.$216$0.22$215$6.08$2.21$3.87
2021Detailed filing. Detailed filing data is available for this year.$268$4.36$264$39.8$2.05$37.8
2020Detailed filing. Detailed filing data is available for this year.$244$3.41$240$11.2$2.16$9.00
2019Detailed filing. Detailed filing data is available for this year.$227$3.10$224$9.62$2.13$7.49
2018Detailed filing. Detailed filing data is available for this year.$210$3.80$206$13.3$1.74$11.6
2017Detailed filing. Detailed filing data is available for this year.$234$2.89$231$22.5$1.65$20.9
2016Detailed filing. Detailed filing data is available for this year.$214$4.03$210$4.06$1.42$2.64
2015Detailed filing. Detailed filing data is available for this year.$219$5.51$213$6.99$1.20$5.79
2014Detailed filing. Detailed filing data is available for this year.$238$6.58$232$20.3$9.99$10.3
2013Detailed filing. Detailed filing data is available for this year.$239$6.53$233$21.7$9.81$11.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$6.86$211$8.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$199$7.13$192$9.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$210$3.47$207$9.79