2022-08-11T14:34:46-05:00 2021-09-30 350921680 CROWE LLP 62 Memorial Road Suite 100 West Hartford CT 061072207 990 2020-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036796400 PO Box 70 Wallingford CT 06492 STEVEN D BEAULIEU CFO 2022-08-11 true STEVEN D BEAULIEU 999009999 RACHEL SPURLOCK P01231300 8606789200 2020 2022-09-23 18:48:47Z KIMBERLY MAGALHAES PO Box 70 Wallingford CT 06492 29595496 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 15 251 80 0 0 284005 1400876 26898212 26081271 1694962 1374278 809806 712331 29686985 29568756 55499 41492 0 7662663 7521797 0 0 16257930 16802851 23976092 24366140 5710893 5202616 126279743 124995014 67323386 66995761 58956357 57999253 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 20500068 41492 26081271 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 2021 was 92.1%. The assisted living facility (Pond Ridge) consists of 134 units. The occupancy percentage for the fiscal year ending September 2021 was 66.4%. 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. 20500068 true true false true false false false false 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 86 0 true 251 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 Christopher J Earle Vice Chairman 1.0 8.0 X X 0 0 0 Janet S Berry Secretary 1.0 6.0 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 Bonnie McWain Director 1.0 6.0 X 0 0 0 Bruce R Bellmore Director 1.0 6.0 X 0 0 0 David A Gessert Director 1.0 6.0 X 0 0 0 Francis X Conlon Director 1.0 6.0 X 0 0 0 Howard W Orr Director 1.0 7.0 X 0 0 0 Joseph J Porco Director (effective 04/01/2021) 1.0 7.0 X 0 0 0 Patrick Birney Director 1.0 6.0 X 0 0 0 Robert J Furce Director 1.0 7.0 X 0 0 0 Stephen W Petri III Director (thru 03/31/2021) 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 William E Bohman Director 1.0 6.0 X 0 0 0 Jon-Paul Venoit President and CEO, Asst. Secretary 1.0 47.0 X 0 614105 44498 Kimberly Magalhaes Associate Executive Director Independent L:iving (Effective 05/23/2021) 18.0 22.0 X 0 83172 5820 Peter Morris Vice President of Residential Services/Executive Director (thru 03/12/21) 28.0 12.0 X 0 204185 34649 Rachael Laudano Associate Executive Director Assisted Living (Effective 05/23/21) 18.0 22.0 X 0 87412 34287 Steven D Beaulieu CFO & Assistant Treasurer (effective 10/12/2020) 1.0 47.0 X 0 56308 3059 Angela Christie Director Operations Residential Healthcare 40.0 0 X 114921 0 1575 Myriam Osborne Lead Marketing Counselor 40.0 0 X 105825 0 17761 James R Rude Former CFO and Assistant Treasurer 0.0 24.0 X 0 300411 38143 220746 1345593 179792 2 true true false ABR CONSTRUCTION INC PO BOX 720 WALLINGFORD CT 06492 CONSTRUCTION 1160720 HERITAGE FLOOR COVERING COMPANY 892 COLONY ROAD WALLINGFORD CT 06492 FLOORING CONTRACTOR 490615 PRECISION LANDSCAPING 54 Gracey Avenue Meriden CT 06451 LANDSCAPE CONTRACTOR 341942 Genesys Diagnostics Inc 8 Enterprise Lane Oakdale CT 06370 COVID testing 328500 ZR Coop Services LLC 81 Meadow Street Wallingford CT 06492 Painting Contractor 172045 10 146187 1254689 1400876 RESIDENT INCOME 623311 18439094 18439094 ASSISTED LIVING REVENUE 623311 7642177 7642177 0 0 0 0 26081271 1374058 1374058 94236 26465 67771 0 67771 67771 495 275 0 220 220 220 GUEST MEALS 900099 134010 134010 HAIR SALON 900099 102801 102801 MAINTENANCE SERVICES 900099 24901 24901 382848 0 0 382848 644560 29568756 26081271 0 2086609 X 20792 20792 20700 20700 283066 283066 0 5487237 4826148 661089 311962 277646 34316 1021173 899354 121819 418359 352893 65466 15429 2616 12813 23100 23100 4213096 1641065 2572031 0 357319 357319 32179 32088 91 287872 287872 1649449 1641457 7992 5980 2249 3731 2372 424 1948 3714858 3714858 3806521 3806521 396278 396278 SUPPLIES OTHER 559657 532685 26972 REPAIRS & MAINTENANCE 434512 433496 1016 LICENSES/MEMBERSHIP 52529 3313 49216 RECRUITING AND RETENTION 32886 32886 1218814 1217408 1406 0 24366140 20500068 3866072 0 1800 1210 765311 765558 528099 578654 0 0 0 0 20956 20956 97201 123405 153309167 84243106 70419800 69066061 0 25593500 25593500 28853076 28845670 126279743 124995014 1954180 2181712 38590834 37752211 0 0 25593750 25593750 1184622 1468088 67323386 66995761 X 58956357 57999253 58956357 57999253 126279743 124995014 X 5202616 -6159720 X false true X true false X 46505 47131 67404 284005 1400876 1845921 27155851 26689361 26346369 26898212 26081271 133171064 944096 1000895 1099948 794780 644560 4484279 0 0 28146452 27737387 27513721 27976997 28126707 139501264 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 139501264 2017591 2037361 1318068 1754538 1468294 8595852 0 2017591 2037361 1318068 1754538 1468294 8595852 0 0 0 0 0 0 0 30164043 29774748 28831789 29731535 29595001 148097116 0.9420 0.9397 0.06 0.0603 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2307 2307 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, 2021, $2,307 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose. 84884852 457427 3659627 192064 327375 88482467 84052687 574456 610214 170327 182178 84884852 84388408 737160 -942953 127004 2924 84052687 83999562 90734 823968 108031 417825 84388408 81951634 113749 2055426 104759 16488 83999562 0.0 0.9559 0.0441 false true true 136658873 71483774 65175099 8437423 6843937 1593486 6532876 5672348 860528 1679995 243047 1436948 69066061 MASONICARE AT MYSTIC 25593500 C 25593500 OTHER ASSETS INVESTMENT IN SUBSIDIARY 28845670 28845670 DEPOSITS 1245334 OTHER 24326 DUE TO AFFILIATE 198428 1468088 X 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, 2021 and 2020. 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 2018 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) 17692 Support Masonicare Patients 1 0 SCHOLARSHIP PROGRAM 15 20700 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 James R Rude Former CFO and Assistant Treasurer 0 296125 0 2500 0 1787 0 9501 0 28642 0 338554 0 0 Peter Morris Vice President of Residential Services/Executive Director (thru 03/12/21) 0 203386 0 0 0 799 0 5366 0 29284 0 238834 0 0 Jon-Paul Venoit President and CEO, Asst. Secretary 0 601771 0 2835 0 9499 0 10424 0 34075 0 658604 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 senior management 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 2021 for the following positions: Chief Financial Officer, Chief Information Officer, Chief Human Resources Officer, Vice President of Mission Effectiveness, Vice President of Strategy & Business Development., 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, 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 misc - Total Revenue: 382848, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 382848; Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 13650, Program Service Expense: , Management and General Expenses: 13650, Fundraising Expenses: ; PURCHASE SERVICES - Total Expense: 3177045, Program Service Expense: 1641065, Management and General Expenses: 1535980, Fundraising Expenses: ; SHARED SERVICES - Total Expense: 1022401, Program Service Expense: , Management and General Expenses: 1022401, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CAPITAL DISTRIBUTION TO RELATED ENTITIES - -6159720; 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) 10 MASONICARE AT ASHLAR VILLAGE true false true true false false false false false false true false false true false true true true true false Masonicare at Mystic Inc Q 543226 cost