Masonic Villages of Pennsylvania

What it reported doing in 2024

The masonic village, directly and through its subsidiaries, conducts many diverse charitable activities and programs that exemplify the values and principles that have been embraced and promoted by the grand lodge of Pennsylvania since its founding nearly 300 years ago, including reverence for god; compassion, empathy, and respect for all; honesty and integrity; and stewardship and industry. Aging services and related services on five campuses across Pennsylvania (dallas, elizabethtown, sewickley, warminster and lafayette hill), masonic village provides independent living, personal care, and skilled nursing care to approximately 3,700 residents. As it has for more than 100 years, masonic village remains proudly committed to providing the highest quality care and quality of life to all its residents, including many who cannot afford to pay for such services with their personal funds. In 2024, masonic village provided 40.8 million worth of charitable care and services across Pennsylvania consisting of 11.3 million (at cost) of free care and services and 29.5 million (at cost) for care and services above the amount reimbursed by medicare, medicaid and other third-party payors. Through its subsidiary, ashlar home health and hospice services, llc, masonic village provides home care, home health care, palliative care, and hospice care to its residents of the masonic village at elizabethtown and to persons residing within approximately 30-miles of elizabethtown. Masonic village also provides home care services to its residents in lafayette hill and sewickley. Masonic village operates a pharmacy that serves its five campuses and four un-affiliated senior living facilities in Pennsylvania, filling nearly 400,000 prescriptions annually. Masonic village supports and cares for eight adults with developmental disabilities in the bleiler caring cottage on its elizabethtown campus. Community benefit and outreach masonic village operates a robust outreach program to assist many in need and to help build stronger communities across Pennsylvania. The outreach program includes the following activities: (a)grants of financial assistants to eligible applicants to assist with basic needs such as shelter, utilities, food, medicines and medical care (185,000 in 2024), (b)facilitate access to durable medical equipment, (c)support to widows of Pennsylvania masons through the masonic widows guild (1,740 widows received support in 2024), (d)conduct blood drives and support and encourage those in need of organ transplants through the masonic blood + organ donor program (in 2024, 4,290 units of blood helping save the lives of 12,870 recipients and 7 persons and their families guided to the gift of life through organ transplant), (e)support local organizations and individuals through grants, scholarships, and other programs (822,000) (f)through the masonic charity foundation provided nearly 100,000 of financial grants and assistance to community-based charities that exemplify the values and missions of Pennsylvania freemasonry the mission of masonic village also includes the charitable activities and programs of the masonic children's home, the masonic library and museum and Pennsylvania, and the Pennsylvania masonic youth foundation, as described in sections 4b, 4c and 4d.

Financial Efficiency

• Mission deployment rate: 93.3%; rating input score 93
• Program expense ratio: 87.9%; rating input score 88
• Fundraising efficiency: $13.79 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
• Pay-setting controls: 2 of 6 controls in place; rating input score 33
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Yes; rating input score 100

Accountability

• Independent voting board: 53.8%; rating input score 54; 14th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 12.3%; rating input score 78; 78th percentile among comparable filings
• Total-asset coverage ratio: 5.95; rating input score 87; 87th percentile among comparable filings
• Liabilities to assets ratio: 0.31; rating input score 55; 55th percentile among comparable filings
• Officer compensation ratio: 2.4%; rating input score 49; 49th percentile among comparable filings

Growth

• Program expense growth: 2.8% per year; rating input score 100; 20th percentile among comparable filings
• Revenue growth: 1.7% per year; rating input score 100; 12th percentile among comparable filings
• Asset growth: 2.4% per year; rating input score 100; 17th percentile among comparable filings