Civic Intelligence

Masonic Retirement Village of Taylor

EIN 31-1756851 • 501(c)3 • Masonic Home, KY

Profile

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.

330 Masonic Home DriveMasonic Home, KY 40041

www.masonichomesky.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

14.94x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

17.42x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-173%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$504,302

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 98.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-93%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$599,665

Down $8,086,709 (-93%) from 2023

Liabilities

Down

$8,960,033

Down $7,197,300 (-45%) from 2023

Net Assets

Down

-$8,360,368

Down $889,409 (-12%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Up

$514,395

Up $100,134 (+24%) from 2023

Expenses

Up

$1,403,804

Up $102,755 (+7.9%) from 2023

Net Income

Down

-$889,409

Down $2,621 (-0.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$10M$0-$10MAssets 2010: $10,142,726Liabilities 2010: $11,728,418Net Assets 2010: -$1,585,6922010Assets 2011: $10,516,340Liabilities 2011: $12,504,665Net Assets 2011: -$1,988,3252011Assets 2012: $10,329,021Liabilities 2012: $11,242,208Net Assets 2012: -$913,1872012Assets 2013: $10,379,088Liabilities 2013: $11,617,259Net Assets 2013: -$1,238,1712013Assets 2014: $10,291,743Liabilities 2014: $11,941,806Net Assets 2014: -$1,650,0632014Assets 2015: $10,446,134Liabilities 2015: $12,536,873Net Assets 2015: -$2,090,7392015Assets 2016: $9,992,072Liabilities 2016: $12,618,264Net Assets 2016: -$2,626,1922016Assets 2017: $9,926,752Liabilities 2017: $13,037,212Net Assets 2017: -$3,110,4602017Assets 2018: $9,710,779Liabilities 2018: $13,586,622Net Assets 2018: -$3,875,8432018Assets 2019: $9,462,698Liabilities 2019: $14,141,219Net Assets 2019: -$4,678,5212019Assets 2020: $9,204,744Liabilities 2020: $14,491,684Net Assets 2020: -$5,286,9402020Assets 2021: $8,993,711Liabilities 2021: $14,885,053Net Assets 2021: -$5,891,3422021Assets 2022: $8,993,036Liabilities 2022: $15,577,207Net Assets 2022: -$6,584,1712022Assets 2023: $8,686,374Liabilities 2023: $16,157,333Net Assets 2023: -$7,470,9592023Assets 2024: $599,665Liabilities 2024: $8,960,033Net Assets 2024: -$8,360,3682024

Highlighted filing

2024

Assets$599,665
Liabilities$8,960,033
Net Assets-$8,360,368
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $572,7412010Expenses 2011: $586,2682011Expenses 2012: $592,0742012Revenue 2013: $267,756Expenses 2013: $592,740Net Income 2013: -$324,9842013Revenue 2014: $298,497Expenses 2014: $710,389Net Income 2014: -$411,8922014Revenue 2015: $351,875Expenses 2015: $792,551Net Income 2015: -$440,6762015Revenue 2016: $402,376Expenses 2016: $937,829Net Income 2016: -$535,4532016Revenue 2017: $336,678Expenses 2017: $820,946Net Income 2017: -$484,2682017Revenue 2018: $314,270Expenses 2018: $1,079,653Net Income 2018: -$765,3832018Revenue 2019: $302,105Expenses 2019: $1,104,783Net Income 2019: -$802,6782019Revenue 2020: $379,577Expenses 2020: $987,996Net Income 2020: -$608,4192020Revenue 2021: $417,546Expenses 2021: $1,021,948Net Income 2021: -$604,4022021Revenue 2022: $369,496Expenses 2022: $1,062,325Net Income 2022: -$692,8292022Revenue 2023: $414,261Expenses 2023: $1,301,049Net Income 2023: -$886,7882023Revenue 2024: $514,395Expenses 2024: $1,403,804Net Income 2024: -$889,4092024

Highlighted filing

2024

Revenue$514,395
Expenses$1,403,804
Net Income-$889,409
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$599,665
Liabilities
$8,960,033
Net assets
-$8,360,368
Revenue
$514,395
Expenses
$1,403,804
Net income
-$889,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$8.96$8.36$0.51$1.40$0.89
2023Detailed filing. Detailed filing data is available for this year.$8.69$16.2$7.47$0.41$1.30$0.89
2022Detailed filing. Detailed filing data is available for this year.$8.99$15.6$6.58$0.37$1.06$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.99$14.9$5.89$0.42$1.02$0.60
2020Detailed filing. Detailed filing data is available for this year.$9.20$14.5$5.29$0.38$0.99$0.61
2019Detailed filing. Detailed filing data is available for this year.$9.46$14.1$4.68$0.30$1.10$0.80
2018Detailed filing. Detailed filing data is available for this year.$9.71$13.6$3.88$0.31$1.08$0.77
2017Detailed filing. Detailed filing data is available for this year.$9.93$13.0$3.11$0.34$0.82$0.48
2016Detailed filing. Detailed filing data is available for this year.$9.99$12.6$2.63$0.40$0.94$0.54
2015Detailed filing. Detailed filing data is available for this year.$10.4$12.5$2.09$0.35$0.79$0.44
2014Detailed filing. Detailed filing data is available for this year.$10.3$11.9$1.65$0.30$0.71$0.41
2013Detailed filing. Detailed filing data is available for this year.$10.4$11.6$1.24$0.27$0.59$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$11.2$0.91$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$12.5$1.99$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$11.7$1.59$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$514,395
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,414,685$0▼ $8,414,685
Intangible Assets$248,800$0▼ $248,800
Prepaid Expenses and Deferred Charges$20,976$23,650▲ $2,674
Cash and Non-Interest-Bearing Accounts$250$1,245▲ $995
Accounts Receivable$1,663$500▼ $1,163
Total Assets$8,686,374$599,665▼ $8,086,709
Other Assets Total$0$574,270▲ $574,270
Liabilities
Other Liabilities$11,757,409$8,159,292▼ $3,598,117
Mortgage Notes Payable Secured by Investment Property$3,560,997$0▼ $3,560,997
Deferred Revenue$742,463$728,653▼ $13,810
Accounts Payable and Accrued Expenses$96,464$72,088▼ $24,376
Total Liabilities$16,157,333$8,960,033▼ $7,197,300
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-7,470,959$-8,360,368▼ $889,409
Total Net Assets Fund Balance$-7,470,959$-8,360,368▼ $889,409
Total Liabilities and Net Assets / Fund Balance$8,686,374$599,665▼ $8,086,709

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$574,270--
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Keith DreierChairman (from 11/2024)
Harold ArmstrongChairman (to 11/2024)
Todd LacyPresident
Terry BowmanVice Chairman
Richard ShortDirector
Timothy SandersDirector
Mitchell MayDirector (from 11/2024)
E Darren WilsonDirector (to 11/2024)
J Scott JudyCEO
William PerrySecretary (from 11/2024)
Mark GallowaySecretary (to 11/2024)
Ronald CaughronTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$514,125
Investment Income
$0
Other Revenue
$270
Change in Net Assets
$-889,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,362,047
Salaries, Compensation, and Employee Benefits$41,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$85,493$357,132-$442,625
Depreciation Depletion$192,840$21,427-$214,267
Interest$175,550$19,506-$195,056
Insurance-$97,737-$97,737
Fees for Services Legal-$72,935-$72,935
Fees for Services Other$63,448$306-$63,754
Other Salaries and Wages-$35,006-$35,006
Office Expenses$3,282$4,462-$7,744
Information Technology-$5,830-$5,830
Fees for Services Accounting-$5,640-$5,640
Other Expenses$4,033$423-$4,456
Other Employee Benefits-$3,109-$3,109
Payroll Taxes-$2,605-$2,605
All Other Expenses$54$1,118-$1,172
Pension Plan Contributions-$1,037-$1,037
Total Functional Expenses$742,984$660,820$0$1,403,804
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees$8,159,292
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
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

“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.”

Filing and Contact Details

Filer

Filer Name
Masonic Retirement Village of Taylor
EIN
31-1756851
Phone
5028974907
Address
330 MASONIC HOME DRIVE, MASONIC HOME, KY 40041

Signing Officer

Name
Todd Lacy
Title
President
Phone
5028974907
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Lacy
Formed
2000
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
101 SOUTH 5TH STREET STE 2100, LOUISVILLE, KY 40202
Preparer
Melanie Mcpeak
Phone
8885871719
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 594 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0MASONIC 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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10472966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11472977
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN (FROM 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY (FROM 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR (FROM 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN (TO 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY (TO 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (TO 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
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IRS990/FormationYr02000
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0514395
IRS990/GrossRentsGrp/RealAmt0270
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05830
IRS990/InformationTechnologyGrp/TotalAmt05830
IRS990/InsuranceGrp/ManagementAndGeneralAmt097737
IRS990/InsuranceGrp/TotalAmt097737
IRS990/IntangibleAssetsGrp/BOYAmt0248800
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt019506
IRS990/InterestGrp/ProgramServicesAmt0175550
IRS990/InterestGrp/TotalAmt0195056
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08414685
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03560997
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt0-7470959
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0270
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0270
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-7470959
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-8360368
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0357132
IRS990/OccupancyGrp/ProgramServicesAmt085493
IRS990/OccupancyGrp/TotalAmt0442625
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04462
IRS990/OfficeExpensesGrp/ProgramServicesAmt03282
IRS990/OfficeExpensesGrp/TotalAmt07744
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0574270
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03109
IRS990/OtherExpensesGrp/Desc0SHARED EXP. ALLOCATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CORPORATE OVERHEAD
IRS990/OtherExpensesGrp/Desc3PERSONAL SVCS RESIDENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132392
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2423
IRS990/OtherExpensesGrp/ProgramServicesAmt0185950
IRS990/OtherExpensesGrp/ProgramServicesAmt132334
IRS990/OtherExpensesGrp/ProgramServicesAmt24033
IRS990/OtherExpensesGrp/TotalAmt0185950
IRS990/OtherExpensesGrp/TotalAmt132489
IRS990/OtherExpensesGrp/TotalAmt232392
IRS990/OtherExpensesGrp/TotalAmt34456
IRS990/OtherLiabilitiesGrp/BOYAmt011757409
IRS990/OtherLiabilitiesGrp/EOYAmt08159292
IRS990/OtherOrganizationDsc0LLC
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035006
IRS990/OtherSalariesAndWagesGrp/TotalAmt035006
IRS990/PartialLiquidationInd01
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02605
IRS990/PayrollTaxesGrp/TotalAmt02605
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01037
IRS990/PensionPlanContributionsGrp/TotalAmt01037
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020976
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023650
IRS990/PrincipalOfficerNm0TODD LACY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICE FEES
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt00
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IRS990/PYOtherRevenueAmt0510
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IRS990/PYRevenuesLessExpensesAmt0-886788
IRS990/PYSalariesCompEmpBnftPaidAmt038297
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-889409
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0270
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0514125
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0720
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01560
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0369436
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0416826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0379577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02093715
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0720
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01560
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt02093715
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0514125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0413751
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0369436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0416826
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0379577
IRS990ScheduleA/Total509Grp/TotalAmt02093715
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0514395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0414261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0369496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0417546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0379577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02095275
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0574270
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08159292
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0574270
IRS990ScheduleD/TotalLiabilityAmt08159292
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0465766
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1465777
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt012385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt112385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018951
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07200

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