MASONIC HOME INDEPENDENT LIVING II LLC

EIN: 273168105 501(c)(3) Housing & Shelter

MASONIC HOME, KY

Total Revenue
$18,711,677
Total Expenses
$19,961,668
Total Assets
$52,751,310
Net Assets
$-45,959,254
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
KY
Principal Officer
TODD LACY
Phone
5028974907
Tax Period
2024-01-01 to 2024-12-31

MASONIC HOME INDEPENDENT LIVING II LLC, founded in 2010, is a mid-sized nonprofit in the Housing & Shelter sector that reported $18.7M in total revenue in fiscal year 2024.

Mission

TO PROVIDE QUALITY HOUSING AND PERSONAL CARE SERVICES THAT WILL IMPROVE AND ENHANCE THE QUALITY OF THE RESIDENTS NURTURE AND FURTHER ENHANCE AND MAKE A DIFFERENCE IN THEIR LIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $17,818,546
Investment Income $893,131
Other Revenue $0
TOTAL REVENUE $18,711,677

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $12,733,122
Other Expenses $19,961,668
TOTAL EXPENSES $19,961,668

Year-over-Year Comparison

2024 2023 Change
Revenue $18,711,677 $17,349,500 +0.1%
Expenses $19,961,668 $20,323,216 0.0%
Net Income $-1,249,991 $-2,973,716 -0.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
185
Volunteers
7

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
11
$1,471,284
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEITH DREIER CHAIRMAN (FROM 11/2024) 0.80
Officer Director
$0 $0 $0
TERRY BOWMAN VICE CHAIRMAN 0.80
Officer Director
$0 $0 $0
RONALD CAUGHRON TREASURER 0.80
Officer Director
$0 $0 $0
WILLIAM PERRY SECRETARY (FROM 11/2024) 0.80
Officer Director
$0 $0 $0
MITCHELL MAY DIRECTOR (FROM 11/2024) 0.80
Director
$0 $0 $0
TIMOTHY SANDERS DIRECTOR 0.80
Director
$0 $0 $0
RICHARD SHORT DIRECTOR 0.80
Director
$0 $0 $0
HAROLD ARMSTRONG CHAIRMAN (TO 11/2024) 0.80
Officer Director
$0 $0 $0
MARK GALLOWAY SECRETARY (TO 11/2024) 0.80
Officer Director
$0 $0 $0
E DARREN WILSON DIRECTOR (TO 11/2024) 0.80
Director
$0 $0 $0
TODD LACY PRESIDENT 2.00
Officer
$0 $31,336 $504,302
J SCOTT JUDY CEO 2.00
Officer
$0 $18,775 $491,752
CASEY ADAMS VICE PRESIDENT 40.00
Officer
$0 $12,042 $178,807
ANN RICH EXECUTIVE DIRECTOR - MEADOW 40.00
Officer
$0 $16,493 $141,082
MIKE TRUAX EXECUTIVE DIRECTOR - MIRALEA 40.00
Officer
$0 $22,524 $155,341
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $18,711,677 $19,961,668 $52,751,310 $-1,249,991
2023 $17,349,500 $20,323,216 $134,948,840 $-2,973,716
2022 $16,854,362 $19,373,386 $136,278,897 $-2,519,024
2021 $16,410,935 $19,439,052 $142,516,912 $-3,028,117
2020 $15,086,301 $19,228,774 $144,151,368 $-4,142,473
2019 $15,248,199 $24,887,079 $149,196,199 $-9,638,880
2018 $6,279,130 $8,427,248 $117,535,357 $-2,148,118
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