2025-08-08T16:38:38+00:00 2024-09-30 331374517 PKF OConnor Davies Advisory LLC 500 Mamaroneck Avenue Suite 301 Harrison NY 105281633 990 2023-10-01 464656008 Masonicare at Mystic Inc MASO 8604152500 PO Box 70 Wallingford CT 06492 David Lawlor CFO 2036795555 2025-08-08 true Garrett M Higgins P00543209 9143818900 2025-08-08 X 2023 2025-03-06 01:10:19Z LAUREN DUBUQUE PO Box 70 Wallingford CT 06492 663176 false X WWW.MASONICARE.ORG X 2014 CT MASONICARE AT MYSTIC INC. (MAM) WAS FORMED ON JAN. 8, 2014 AS A CONNECTICUT NON-STOCK 501(C)(3) CORPORATION FOR THE PURPOSE OF SERVING AS AN OWNER AND AS THE MANAGER OF SENIOR LIVING BY MASONICARE, LLC (SLM). MAM HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE (DATED MARCH 25, 2015) THAT THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE CORPORATION IS A PUBLIC CHARITY UNDER CODE SECTION 509(A)(2). SLM WAS FORMED AS A CONNECTICUT LIMITED LIABILITY COMPANY FOR THE PURPOSE OF ACQUIRING PROPERTY IN ORDER TO PROVIDE ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. ON THE BOOK BASIS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 MAM OWNS 88.4% OF SLM WITH THE REMAINING 11.6% OWNED BY MYSTIC SENIOR LIVING ASSOCIATES, LLC. THE 179 UNIT ASSISTED LIVING FACILITY IN MYSTIC, CONNECTICUT, OPENED IN NOVEMBER 2016. 17 17 137 20 0 0 0 627200 663176 0 0 627200 663176 0 0 0 0 0 1605674 1809888 1605674 1809888 -978474 -1146712 29044119 28091929 25911078 25807813 3133041 2284116 MASONICARE AT MYSTIC INC (MAM) WAS FORMED ON JAN. 8, 2014 AS A CONNECTICUT NON-STOCK 501(C)(3) CORPORATION FOR THE PURPOSE OF SERVING AS AN OWNER AND AS THE MANAGER OF SENIOR LIVING AT MASONICARE, LLC (SLM). MAM HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE (DATED MARCH 25, 2015) THAT THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE CORPORATION IS A PUBLIC CHARITY UNDER CODE SECTION 509(A)(2). SLM WAS FORMED AS A CONNECTICUT LIMITED LIABILITY COMPANY FOR THE PURPOSE OF ACQUIRING PROPERTY IN ORDER TO PROVIDE ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. ON THE BOOK BASIS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 MAM OWNS 88.4% OF SLM WITH THE REMAINING 11.6% OWNED BY MYSTIC SENIOR LIVING ASSOCIATES, LLC. THE 179 UNIT ASSISTED LIVING FACILITY IN MYSTIC, CONNECTICUT, OPENED IN NOVEMBER 2016. false false 1146712 663176 MASONICARE AT MYSTIC, INC. PROVIDES MANAGEMENT SERVICES TO SENIOR LIVING BY MASONICARE, LLC (SLM). SLM IS AN AFFILIATE THAT IS JOINTLY OWNED WITH MYSTIC SENIOR LIVING ASSOCIATES, LLC. SLM PROVIDES ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. THE FACILITY INCLUDES 96 INDEPENDENT LIVING APARTMENTS. THE OCCUPANCY PERCENTAGE FOR THE FISCAL YEAR ENDING SEPTEMBER 2024 WAS 98.26%. IN ADDITION, THE FACILITY HAS 83 ASSISTED LIVING APARTMENTS. THE OCCUPANCY PERCENTAGE FOR THE FISCAL YEAR ENDING SEPTEMBER 2024 WAS 86.45% 1146712 true false false true false false false false true false false true false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 32 0 137 true false false false false false false false false false false false false X 17 17 false false false false true true true true false false false true true true true true true false false true true X DAVID LAWLOR 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 BONNIE MCWAIN SECRETARY 1.0 6.0 X X 0 0 0 BRUCE R BELLMORE VICE CHAIRMAN 1.0 6.0 X X 0 0 0 CHRISTOPHER J EARLE CHAIRMAN 1.0 7.0 X X 0 0 0 NEWTON BUCKNER TREASURER 1.0 7.0 X X 0 0 0 DAVID BERARDESCA DIRECTOR 1.0 7.0 X 0 0 0 EDWARD C PAGE DIRECTOR 1.0 6.0 X 0 0 0 JOHN LAWLOR DIRECTOR 1.0 6.0 X 0 0 0 JOSEPH J PORCO DIRECTOR (THRU 03/31/24) 1.0 6.0 X 0 0 0 KERRY BROWN 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 MARK WINNE DIRECTOR 1.0 6.0 X 0 0 0 RINALDO MAGLIANO DIRECTOR 1.0 6.0 X 0 0 0 ROBERT J FURCE DIRECTOR 1.0 7.0 X 0 0 0 SHANE DUFRESNE DIRECTOR (EFFECTIVE 04/01/24) 1.0 7.0 X 0 0 0 SHELBY JACKSON 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 727638 58740 LAUREN DUBUQUE EXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE 40.0 0 X 132067 0 20023 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 1.0 47.0 X 0 284036 44115 SARAH PATTERSON DIRECTOR ALSA SENIOR LIVING BY MASONICARE 40.0 0 X 104965 0 5927 237032 1011674 128805 2 false true false INTELLYCARE INC 2005 Market Street 5th Floor Philadelpia PA 191037045 STAFFING AGENCY 300946 MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 30268 DIETARY MANAGEMENT SERVICES 248283 CARPET WORKS LLC 672 TOLLAND STREET EAST HARTFORD CT 06128 FLOORING CONTRACTOR 171526 3 0 Management Fees 623311 663176 663176 0 0 0 0 663176 0 0 0 0 0 0 0 0 0 663176 663176 0 0 0 0 0 0 1146712 1146712 SHARED SERVICES 663176 663176 0 0 0 0 1809888 1146712 663176 0 183938 660140 0 0 0 0 14511 10422 0 0 0 0 0 28845670 27958995 0 -537628 29044119 28091929 91127 194631 0 0 25819951 25613182 25911078 25807813 3133041 2284116 3133041 2284116 29044119 28091929 X -1146712 297786 X false true X true false X X 1 Masonicare at Ashlar Village 061050830 9 true 1154979 0 1 1154979 0 true false false false false false false false false false false false false false false true false true 782 782 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY MASONICARE AT MYSTIC PAID MEMBERSHIP DUES TO LEADINGAGE CONNECTICUT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, $782 OF THE MEMBERSHIP DUES PAID WAS USED FOR LOBBYING ON ISSUES RELEVANT TO THE ORGANIZATION'S EXEMPT PURPOSE 87901791 134344 4318924 152304 7189 92195566 86314927 63401 1772860 242823 6574 87901791 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 84052687 574456 610214 170327 182178 84884852 0.0 0.95 0.05 false true true SENIOR LIVING BY MASONICARE, LLC 27958995 C 27958995 LT DEBT - DUE MASONICARE AT ASHLAR VILLAGE 25593750 DUE TO AFFILITES GENERAL RESERVE 19432 25613182 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, 2024 AND 2023. 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 2021 ONWARDS ARE ELIGIBLE FOR AUDIT BY THE IRS. false false false false false false false false false JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 681985 0 21000 0 24653 0 12652 0 46088 0 786378 0 0 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 0 254453 0 3000 0 26583 0 11254 0 32861 0 328151 0 0 LAUREN DUBUQUE EXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE 131804 0 0 0 263 0 5379 0 14644 0 152090 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. 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 Organization's Officers and 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 2024 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 HAD A SOLE CORPORATE MEMBER, MASONICARE AT ASHLAR VILLAGE, 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 AT ASHLAR VILLAGE, 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 ASHLAR VILLAGE, 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 MYSTIC 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 FORM 990 AND SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY. IT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE FORM 990 AND SUPPLEMENTAL SCHEDULES 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 FORM 990 AND SUPPLEMENTAL SCHEDULES 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 Part VII, Sch A, Line 1a 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 at Ashlar Village Inc., Masonicare Home Health and Hospice Inc., Masonicare at Home Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Capital Distribution from Related Entities - 297786; MASONICARE COPORATION 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 CORPORATION false MASONICARE HEALTH CENTER PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CONTINING CARE RETIREMENT COMMUNITY AND ASSISTED LIVING COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION 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 CORPORATION false MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(c)(3) 10 MASONICARE CORPORATION 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 CORPORATION false MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION false AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(c)(10) NA false SENIOR LIVING BY MASONICARE LLC PO BOX 70 WALLINGFORD CT 06492 364784728 PROVIDE SERVICES TO THE ELDERLY CT MASONICARE AT MYSTIC INC Related 1 1 false true 0.8895 GENM SENIOR CARE CONSULTING GROUP LLC 22 MASONIC AVENUE WALLINGFORD CT 06492 871834093 CONSULTING CT MASONICARE CORPORATIO N C Corporation false false false false false false false false false false true false true true false true true true true true SENIOR LIVING BY MASONICARE LLC L 663176 COST SENIOR LIVING BY MASONICARE LLC P 7620710 COST