2024-08-15T11:29:09+00:00 2023-09-30 873231666 PKF OConnor Davies Advisory LLC 500 Mamaroneck Avenue Suite 301 Harrison NY 105281633 990 2022-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036796400 PO Box 70 Wallingford CT 06492 Steven Beaulieu CFO 2036795555 2024-08-15 true true Garrett M Higgins P00543209 9143818900 X 2022 2024-08-08 14:25:15Z KIMBERLY MAGALHAES PO Box 70 Wallingford CT 06492 31949312 false X WWW.MASONICARE.ORG X 1981 CT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDING BOTH INDEPENDENT AND ASSISTED LIVING TO PEOPLE AGED 55 AND OVER 15 15 303 75 0 0 151694 188823 28199034 28609521 1714567 2061496 854131 1054942 30919426 31914782 50937 69279 0 8067467 8988153 0 0 16819156 17925298 24937560 26982730 5981866 4932052 124424706 123206882 65870479 66487616 58554227 56719266 MASONICARE AT ASHLAR VILLAGE, AN AFFILIATE OF MASONICARE, IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDING BOTH INDEPENDENT AND ASSISTED LIVING TO PEOPLE AGED 55 AND OVER. FOLLOWING THE TRADITIONS OF MASONRY, WE ARE COMMITTED TO CREATING THE HIGHEST QUALITY OF LIFE FOR OUR RESIDENTS BY FOSTERING AN ENVIRONMENT OF RESPECT, INDEPENDENCE AND DIGNITY. MASONICARE AT ASHLAR VILLAGE IS DEDICATED TO MAINTAINING THE WELL BEING, INDEPENDENCE AND QUALITY OF LIFE FOR ALL RESIDENTS. WE CONSISTENTLY STRIVE TO BE RECOGNIZED AS THE LEADING CONTINUING CARE RETIREMENT COMMUNITY IN THE REGION. MASONICARE AT ASHLAR VILLAGE ENVISIONS A CONTINUING PARTNERSHIP WITH MASONICARE AND OTHER RELATED RESOURCES IN MEETING THE NEEDS OF OUR COMMUNITY - BODY, MIND AND SPIRIT false false 24628494 69279 28609521 Masonicare at Ashlar Village is a continuing care retirement and assisted living community. The retirement community consists of 243 apartments, 72 cottages and 40 villas. The occupancy percentage for the fiscal year ending September 2023 was 90.5%. The assisted living facility (Pond Ridge) consists of 134 units. The occupancy percentage for the fiscal year ending September 2023 was 86.0%. Masonicare at Ashlar Village provides healthcare services which promote health, wellness and a high quality of life for all residents in an independent and/or assisted living environment. 24628494 true true false true false false false true true true false true true true true false true false false false false false false false false false true true true false false false false false false false false false false false false false true true true false false true 88 0 303 true false false false false false false false false false false false false X 15 15 false false false false true true true true false false false true true true true true true false false false X STEVEN D BEAULIEU 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 BONNIE MCWAIN SECRETARY 1.0 6.0 X X 0 0 0 CHRISTOPHER J EARLE VICE CHAIRMAN 1.0 8.0 X X 0 0 0 NEWTON BUCKNER TREASURER 1.0 7.0 X X 0 0 0 ROBERT F POLITO JR CHAIRMAN 1.0 7.0 X X 0 0 0 BRUCE R BELLMORE DIRECTOR thru 03/31/23 1.0 6.0 X 0 0 0 EDWARD C PAGE DIRECTOR 1.0 6.0 X 0 0 0 JOSEPH J PORCO DIRECTOR 1.0 6.0 X 0 0 0 KEVIN J HECHT DIRECTOR 1.0 6.0 X 0 0 0 LAURA MICHNOWSKI DIRECTOR 1.0 6.0 X 0 0 0 LES B KING DIRECTOR (EFFECTIVE 4/1/23 THRU 7/22/23) 1.0 7.0 X 0 0 0 MARK WINNE DIRECTOR 1.0 6.0 X 0 0 0 PATRICK BIRNEY DIRECTOR (EFFECTIVE 10/1/22 THRU 11/7/22) 1.0 6.0 X 0 0 0 RINALDO MAGLIANO DIRECTOR (EFFECTIVE 7/23/23) 1.0 7.0 X 0 0 0 ROBERT J FURCE DIRECTOR 1.0 7.0 X 0 0 0 SHELBY JACKSON DIRECTOR (EFFECTIVE 11/8/22) 1.0 6.0 X 0 0 0 SUSAN KOTY DIRECTOR 1.0 6.0 X 0 0 0 THADDEUS M STEWART DIRECTOR 1.0 6.0 X 0 0 0 THEODORE J NELSON DIRECTOR 1.0 6.0 X 0 0 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.0 47.0 X 0 717186 52193 KIMBERLY MAGALHAES EXECUTIVE DIRECTOR INDEPENDENT LIVING (MAV) 40.0 0 X 108061 0 4825 RACHAEL LAUDANO EXECUTIVE DIRECTOR ASSISTED LIVING (MAV) 40.0 0 X 107749 0 40384 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 1.0 47.0 X 0 275148 47278 BRANDY ULLOM MARKETING SALES COUNSELOR 40.0 0 X 103781 0 6210 KIMBERLY FIORE DIRECTOR OF SALES 40.0 0 X 158338 0 15770 OLENA KORYTNYUK DIRECTOR ALSA 40.0 0 X 113270 0 29755 TINA BENNETT INFECTION PREVENTIONIST 40.0 0 X 130323 0 31508 721522 992334 227923 6 false true false ABR CONSTRUCTION INC PO BOX 720 WALLINGFORD CT 06492 CONSTRUCTION 770763 HERITAGE FLOOR COVERING COMPANY 892 COLONY ROAD WALLINGFORD CT 06492 FLOORING CONTRACTOR 532368 MORRISON MANAGEMENT SPECIALSTS INC PO BOX 102289 ATLANTA GA 30268 DIETARY SERVICES 457794 THE WORX GROUP LLC 18 WATERBURY ROAD PO BOX 7233 PROSPECT CT 06712 MARKETING 438589 PRECISION LANDSCAPING 54 Gracey Avenue Meriden CT 06451 LANDSCAPE CONTRACTOR 315553 13 188823 188823 RESIDENT INCOME 623311 19459568 19459568 ASSISTED LIVING REVENUE 623311 9149953 9149953 0 0 0 0 28609521 2061496 2061496 97514 34530 62984 0 62984 62984 0 0 GUEST MEALS 900099 255745 255745 HAIR SALON 900099 122338 122338 SNACK BAR 900099 116613 116613 497262 0 0 497262 991958 31914782 28609521 0 3116438 42079 42079 27200 27200 318462 318462 6713383 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28126707 29139268 29790302 142546995 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 142546995 1318068 1754538 1468294 1812118 2159010 8512028 0 1318068 1754538 1468294 1812118 2159010 8512028 0 0 0 0 0 0 0 28831789 29731535 29595001 30951386 31949312 151059023 0.9437 0.9436 0.06 0.06 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 2613 2613 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY MASONICARE AT ASHLAR VILLAGE PAID MEMBERSHIP DUES TO LEADINGAGE CONNECTICUT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2023, $2,613 OF THE MEMBERSHIP DUES PAID WAS USED FOR LOBBYING ON ISSUES RELEVANT TO THE ORGANIZATION'S EXEMPT PURPOSE. false true X 86314927 63401 1772860 242823 6574 87901791 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 84052687 574456 610214 170327 182178 84884852 84388408 737160 -942953 127004 2924 84052687 0.0 0.9619 0.0381 false true true 142451351 79516645 62934706 8497990 7324026 1173964 7165758 6165376 1000382 288630 258586 30044 65139096 MASONICARE AT MYSTIC 25593500 C 25593500 DUE TO AFFILIATE 1101830 INVESTMENT IN SUBSIDIARY 28845670 29947500 DEPOSITS 122550 OTHER 146167 DUE TO AFFILIATE 268717 X Schedule D, Part IV, Line 2b Explanation of escrow agreement The organizations custodial liability consists of resident security deposits. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PHILANTHROPIC MISSION AND ACTIVITIES OF MASONICARE CORPORATION AND ITS AFFILIATES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MASONICARE ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, MASONICARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IT IF IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MASONICARE DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. MASONICARE ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2020 ONWARDS ARE ELIGIBLE FOR AUDIT BY THE IRS. true MASONIC CHARITY FOUNDATION OF CT INC PO BOX 70 WALLINGFORD CT 06492 061435920 501(C)(3) 32414 SUPPORT MASONICARE PATIENTS 1 0 SCHOLARSHIP PROGRAM 13 27200 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL GRANTS/DONATIONS ARE MADE TO 501(C)(3) PUBLIC CHARITIES OR GOVERNMENTAL ENTITIES IN FURTHERANCE OF THEIR EXEMPT FUNCTION OR PUBLIC SERVICE RESPECTIVELY. THE FUNDS ARE MONITORED THROUGH OUR COMMON MANAGEMENT WITH THE GRANTEE ORGANIZATION. THE ORGANIZATION PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, THESE FUNDS ARE MADE PAYABLE TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED false false false false false false false true false STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 0 247662 0 3000 0 24486 0 10056 0 37222 0 322426 0 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 664976 0 30000 0 22210 0 11202 0 40991 0 769379 0 0 TINA BENNETT INFECTION PREVENTIONIST 127812 0 2350 0 161 0 1408 0 30100 0 161831 0 0 0 KIMBERLY FIORE DIRECTOR OF SALES 91434 0 66750 0 154 0 1590 0 14180 0 174108 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATIONS CEO, JON-PAUL VENOIT IS COMPENSATED BY A RELATED ORGANIZATION, MASONICARE CORPORATION, WHICH USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Schedule J, Part I, Line 7 Non-fixed payments COMPENSATION TO REWARD EMPLOYEES FOR ACHIEVING ANNUAL QUALITY, STRATEGIC AND FINANCIAL GOALS FOR THE ORGANIZATION FOR AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II) "BONUS AND INCENTIVE COMPENSATION". Form 990, Part VI, Line 15a compensation of top management official Form 990, Part VI, Line 15a checked "no" in accordance with the IRS instructions since the filing organization does not compensate the top management official. Form 990, Part VI, Line 15b Compensation of the organization's officers or key employees THE CEO RECOMMENDS ANY SALARY ADJUSTMENTS OF THE EXECUTIVE LEADERSHIP, USING THE RESULTS OF THE VALUATION STUDY AND HIS ASSESSMENT OF INDIVIDUAL PERFORMANCE OR OTHER PERTINENT INFORMATION. THE PROPOSED EXECUTIVE SALARY CHANGES ARE PROVIDED TO THE COMPENSATION COMMITTEE. THE PROCESS WAS COMPLETED IN MAY 2023 FOR THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF OF HEALTHCARE SERVICES, CHIEF OF STRATEGY, VICE PRESIDENT OF HUMAN RESOURSES, VICE PRESIDENT OF MISSION EFFECTIVENESS, EXECUTIVE DIRECTOR OF MASONICARE AT MYSTIC, EXECUTIVE DIRECTOR OF MASONICARE AT CHESTER VILLAGE, EXECUTIVE DIRECTOR OF MASONIC CHARITY FOUNDATION, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, HEALTH AND HOSPICE, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, LTC ADMINISTRATOR OF MASONICARE HEALTH CENTER. Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION HAS A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, WITH THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MASONICARE CORPORATION, AS SOLE CORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders PURSUANT TO THE CERTIFICATE OF INCORPORATION OF THE ORGANIZATION, MASONICARE CORPORATION, AS THE SOLE CORPORATE MEMBER, HAS CERTAIN RESERVED POWERS TO TAKE OR APPROVE CERTAIN ACTIONS OF THE GOVERNING BODY. THESE POWERS INCLUDE THE PRIOR APPROVAL OF AMENDMENTS TO THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVAL OF LONG RANGE PLANS, BUDGETS AND MATERIAL CHANGES IN BUDGETS, MISSION STATEMENTS AND POLICIES (INCLUDING INVESTMENT POLICIES) AS WELL AS SALES OR TRANSFER OF ASSETS, MERGERS AND/OR DISSOLUTIONS AND CERTIFICATE OF NEED APPLICATIONS. THE SOLE CORPORATE MEMBER'S POWERS ALSO INCLUDE THE APPOINTMENT AND REMOVAL OF DIRECTORS, THE ORGANIZATION'S BOARD CHAIR AND INDEPENDENT AUDIT FIRM. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body MASONICARE AT ASHLAR VILLAGE DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. Form 990, Part VI, Line 11b Review of form 990 by governing body MASONICARE MANAGEMENT AND OUR EXTERNAL ACCOUNTANTS REVIEW THE TAX RETURN FOR COMPLETENESS AND ACCURACY. IT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE TAX RETURN IS ALSO PLACED ON A SECURED WEBSITE THAT CAN BE ACCESSED BY ALL BOARD MEMBERS FOR THEIR REVIEW. AT A FULL BOARD MEETING A DISCUSSION IS HELD REGARDING COMMENTS/QUESTIONS FROM BOARD MEMBERS. THE TAX RETURN IS THEN FINALIZED AND FILED. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, OFFICERS, DIRECTORS AND SENIOR EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE CORPORATE COMPLIANCE OFFICER ANNOTATES THE RESULTS TO DETERMINE IF, AND TO WHAT EXTENT, A CONFLICT OF INTEREST EXISTS. THE RESULTS OF THE OFFICER AND BOARD MEMBER DISCLOSURES ARE FIRST REVIEWED BY THE BOARD CHAIRMAN AND THEN REPORTED AT THE BOARD MEETINGS. ANY OFFICER OR BOARD MEMBER SHALL NOT MAKE OR SECOND MOTIONS OR VOTE (OTHER THAN ABSTAIN) ON MATTERS IF A CONFLICT OF INTEREST EXISTS, WHETHER OR NOT THE OFFICER OR BOARD MEMBER HAD AN OPPORTUNITY TO MAKE A WRITTEN DISCLOSURE THROUGH THE FORMALIZED PROCESS. SENIOR EMPLOYEE DISCLOSURES ARE REPORTED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE ENTIRE PROCESS IS COORDINATED BY THE CORPORATE COMPLIANCE OFFICER. ALL RESPONDENTS ARE ADVISED OF THEIR CONTINUING DUTY TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT MAY ARISE DURING THE COURSE OF THEIR SERVICE. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION PROVIDES REQUIRED DOCUMENTS UPON REQUEST. Form 990, Part VII, Section A, Line 1a Trustees Hours related for volunteer trustees (column B) are the estimated hours per week that the volunteer trustees contribute to this and all other related exempt organizations, not necessarily equally but in the proportion required for which they receive no compensation. Related organizations include, Masonicare Corporation, Masonic Charity Foundation of CT, Masonicare Health Center, Inc., Masonicare Home Health and Hospice Inc., Masonicare at Home Inc., Masonicare at Mystic Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue OTHER - Total Revenue: 497262, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 497262; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CAPITAL DISTRIBUTION TO RELATED ENTITIES - -6767013; MASONICARE CORPORATION PO BOX 70 WALLINGFORD CT 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(c)(3) Type III-FI NA false MASONIC CHARITY FOUNDATION OF CT PO BOX 70 WALLINGFORD CT 06492 061435920 PROVIDE PLANNED GIVING AND DEVELOPMENT CT 501(c)(3) 7 MASONICARE CORP false MASONICARE HEALTH CENTER PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(c)(3) 10 MASONICARE CORP false MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH AND HOSPICE SERVICES CT 501(c)(3) 10 MASONICARE CORP false MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(c)(3) 10 MASONICARE CORP false KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(c)(3) Type III-FI MASONICARE CORP false MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(c)(3) 10 MASONICARE CORP false MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(c)(3) Type I MASONICARE AT ASHLAR VILLAGE true AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(c)(10) NA false GENM SENIOR CARE CONSULTING GROUP LLC 22 MASONIC AVENUE WALLINGFORD CT 06492 871834093 CONSULTING CT MASONICARE CORPORATION C Corporation false false true true false true false false false false true false false true false true true true true true Masonicare at Mystic Inc Q 1041039 cost