THE OHIO MASONIC HOME THE OHIO MAS… - Form 990 Financial Data

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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

Principal Officer

SCOTT BUCHANAN

Phone

9373251531

Tax Period

2023-01-01 to 2023-12-31

THE OHIO MASONIC HOME THE OHIO MASONIC HOME AFFILIATES is a mid-sized nonprofit in the Housing & Shelter sector that reported $39.4M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $52.6M exceeded revenue, resulting in a 33% operating deficit.

Mission

AT THE OHIO MASONIC COMMUNITIES, WE LIVE OUR MASONIC VALUES BY SERVING AS THE TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.

Program Service Accomplishments

Program 1

Expenses: $43,409,162 Revenue: $33,072,820

CAMPUS BASED SERVICES- PROVIDED OVER 36,981 DAYS OF SKILLED NURSING AND LONG TERM CARE AND PROVIDED 60,009 DAYS OF CARE IN ASSISTED LIVING. SMC: CAMPUS BASED SERVICES INCLUDING 26,510 DAYS OF SERVICE IN SKILLED NURSING AND LONG TERM CARE, 31,181 ASSISTED LIVING DAYS. WRMC: 10,471 DAYS OF SERVICE IN SKILLED NURSING. 28,828 ASSISTED LIVING DAYS. CHARITY CARE PROVIDED $3,720,601 OF CHARITY CARE TO OVER 111 INDIVIDUALS WHO WERE EITHER UNABLE TO PAY THE FULL COSTS OF THEIR CARE AND ACCOMMODATIONS OR REQUIRED ASSISTANCE ELSEWHERE. THE OHIO MASONIC HOME RESOURCE CENTER HAS OPERATED SINCE 2014 AS THE MEANS THROUGH WHICH OMH ASSISTS INDIVIDUALS ACROSS THE STATE OF OHIO WITH DIRECT ASSISTANCE, CONNECTIVITY TO RESOURCES, AND COORDINATION OF BENEFITS AND SERVICES TO MEET THEIR NEEDS. DURING 2023, THE RESOURCE CENTER BROUGHT ON 1,648 NEW CASES AND HELPED OVER 1,144 PEOPLE. ASSISTANCE PROVIDED INCLUDED HOME RENOVATION, CAMPUS PLACEMENT, HOME CARE REFERRALS, DIRECT FINANCIAL ASSISTANCE, ASSISTANCE WITH CLINICAL, SOCIAL AND FINANCIAL ISSUES AND COORDINATION OF BENEFITS ENROLLMENT. THE RESOURCE CENTER CONTINUES TO BE SUCCESSFUL IN GROWTH OF PROGRAMS AND COLLABORATION WITH RESOURCES ACROSS THE STATE. IN ADDITION TO HEALTH CARE SERVICES IN ASSISTED LIVING AND SKILLED NURSING, THE OHIO MASONIC HOME AFFILIATES PROVIDED INDEPENDENT LIVING HOUSING TO RESIDENTS OF 3 FACILITIES.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,411,674

Program Service Revenue $33,072,820

Investment Income $-538,809

Other Revenue $476,940

TOTAL REVENUE $39,422,625

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $25,270,941

Fundraising Expenses $0

Program Expenses $43,409,162

Other Expenses $27,275,494

TOTAL EXPENSES $52,551,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,422,625	$30,046,486	+0.3%
Expenses	$52,551,435	$49,036,434	+0.1%
Net Income	$-13,128,810	$-18,989,948	-0.3%

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

Governance

Voting Members

Independent Members

Employees

839

Volunteers

481

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

$1,460,290

Total Directors

$423,223

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON FRENCH	PRESIDENT, WRMC & BMC	40.00	Officer Director	$160,887	$46,385	$207,272
ANTHONY BERARDI	PRESIDENT, SMC	40.00	Officer Director	$178,495	$37,456	$215,951
WILLIAM BURNS	TRUSTEE	1.00	Director	$0	$0	$0
GERALD RICHARDSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN GRINDLE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WINDNAGEL	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH RETTIG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEITH TUTTLE	SECRETARY	1.00	Officer Director	$0	$0	$0
J KEITH GREEN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN DUNCAN	SECRETARY	1.00	Officer Director	$0	$0	$0
STANLEY EVANS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MAUREEN FAGANS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MCDORMAN	TRUSTEE	1.00	Director	$0	$0	$0
JESSIE LEEK	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD DICKERSCHEID	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT BECKER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HAGER	SECRETARY	1.00	Officer Director	$0	$0	$0
ADAM MEYERSON	TRUSTEE	1.00	Director	$0	$0	$0
GARY WILLIAMS MD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT NILSEN	TRUSTEE	1.00	Director	$0	$0	$0
MARK JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN TODD	SECRETARY	1.00	Director	$0	$0	$0
DR GARY NICHOLSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RYAN ADAMS	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL TERRY	TRUSTEE	1.00	Director	$0	$0	$0
GERALD PUGH	TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN RICE	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT A BUCHANAN	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$38,295	$351,795
BROOKE HERRING	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$32,628	$216,090
CARA SCHUSTER	CHIEF CLINICAL OFFICER	20.00	Officer	$0	$46,543	$249,810
STEVEN PETITJEAN	CHIEF OPERATIONS OFFICER	1.00	Officer	$0	$7,834	$219,372
DIANA EBERTS-WILSON	DIRECTOR OF NURSING, SMC	40.00	Highest	$104,759	$35,808	$140,567
JILL FOGLIANI	RN NURSING SUPERVISOR, SMC	40.00	Highest	$113,826	$42,219	$156,045
CARMEN JOHNSON	STNA, WRMC	40.00	Highest	$130,433	$4,145	$134,578
EMILY RADER	RN NURSING SUPERVISOR, SMC	40.00	Highest	$123,322	$35,428	$158,750
HEATHER BOWMAN	MANAGER RESIDENT CARE COORDINATOR	40.00	Highest	$114,534	$30,436	$144,970

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	No data	No data	No data	No data
2023	$39,422,625	$52,551,435	$108,419,074	$-13,128,810
2022	$30,046,486	$49,036,434	$83,602,062	$-18,989,948
2021	$33,908,607	$50,078,000	$64,505,974	$-16,169,393
2020	$37,232,293	$49,804,995	$63,408,469	$-12,572,702
2019	$36,821,894	$45,996,452	$62,731,784	$-9,174,558
2018	$34,309,121	$42,926,171	$59,609,426	$-8,617,050

THE OHIO MASONIC HOME THE OHIO MASONIC HOME AFFILIATES