2020-08-13T12:04:12-05:00 2019-09-30 350921680 CROWE LLP 175 Powder Forest Drive Simsbury CT 060897902 990 2018-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036796400 PO Box 70 Wallingford CT 06492 JAMES R RUDE CFO 2020-08-13 true KRISTIN ANDERSON P01231300 8606789200 2018 2020-11-06 18:47:13Z PETER MORRIS PO Box 70 Wallingford CT 06492 29580998 false X WWW.MASONICARE.ORG X 1981 CT Continuing Care Retirement Community, providing both independent and assisted living to people aged 55 and over. 10 9 270 150 0 0 47131 67404 26664764 26346369 1977385 2007801 1012471 1113642 29701751 29535216 54865 56618 0 0 6951540 7156871 0 0 0 16119578 15568018 23125983 22781507 6575768 6753709 104318328 129615979 67440289 68696415 36878039 60919564 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 20742957 56618 26346369 Masonicare at Ashlar Village is a continuing care retirement and assisted living community. The retirement community consists of 248 apartments, 72 cottages and 40 villas. The occupancy percentage for the fiscal year ending September 2019 was 87.1%. The assisted living facility (Pond Ridge) consists of 137 units. The occupancy percentage for the fiscal year ending September 2019 was 81.8%. 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. 20742957 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 69 0 true 270 true false false false false false false false false false false false false X 10 9 false false false false true true true true true false false true true true true true true false true false X JAMES R RUDE 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 Jon-Paul Venoit President and CEO, Asst. Secretary 1.0 49.0 X X 0 701087 37504 David A Gessert Chairman 1.0 3.0 X X 0 0 0 Chester R Miller Vice Chariman 1.0 2.0 X X 0 0 0 Timothy Ryan Treasurer 1.0 2.0 X X 0 0 0 Robert Harriman Secretary 1.0 2.0 X X 0 0 0 Hilde Sager VP of Residential Services (thru 02/01/2019) 40.0 2.0 X X 160743 0 28003 Gustaf R Bodin Director 1.0 2.0 X 0 0 0 Marc A Ciociola Director 1.0 2.0 X 0 0 0 Robert B Erskine Director 1.0 2.0 X 0 0 0 Les B King Director (effective 04/09/2019) 1.0 4.0 X 0 0 0 Edward C Page Director (thru 04/08/2019) 1.0 4.0 X 0 0 0 David O Stern Director 1.0 2.0 X 0 0 0 Peter Morris Executive Director (Effective 09/07/19) 1.0 40.0 X 0 0 0 James R Rude CFO and Asst. Treasurer 1.0 49.0 X 0 316600 33718 Mark Garilli Chief Operating Officer (thru 02/01/19) 1.0 48.0 X 0 244153 32291 Alan Zakrzewski Executive Director (thru 09/06/2019) 40.0 0 X 132025 0 32848 Jason Reiger Assistant Administrator Assisted Living (thru 05/03/2019) 40.0 0 X 117598 0 4771 Elizabeth Brown Supervisor, Assisted Living 40.0 0 X 111685 0 4671 522051 1261840 173806 4 false true false MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 30268 FOOD SERVICE 1351785 ABR CONSTRUCTION INC PO BOX 720 WALLINGFORD CT 06492 CONSTRUCTION 560133 PRECISION LANDSCAPING 54 Gracey Avenue Meriden CT 06451 LANDSCAPE CONTRACTOR 426243 HERITAGE FLOOR COVERING COMPANY 892 COLONY ROAD WALLINGFORD CT 06492 FLOORING CONTRACTOR 308941 ZR COOP SERVICES 81 MEADOW STREET WALLINGFORD CT 06492 PAINTING CONTRACTOR 207182 9 X 0 0 0 67404 0 0 0 67404 RESIDENT INCOME 623000 17868596 17868596 ASSISTED LIVING REVENUE 623990 8477773 8477773 0 0 0 0 0 0 0 0 0 0 26346369 2007301 2007301 0 0 0 0 59976 0 45782 0 14194 0 14194 14194 0 500 0 0 0 500 500 0 500 GUEST MEALS 900099 173823 173823 HAIR SALON 900099 112615 112615 CATERING 900099 126124 126124 686886 0 0 686886 1099448 29535216 26346369 0 3121443 X 34418 34418 22200 22200 0 0 258097 258097 0 5240130 4722510 517620 1251109 1110501 140608 407535 353104 54431 19688 19688 21996 21996 2988755 2042517 946238 0 357210 356818 392 61820 54907 6913 11486 11486 1731744 1731744 7281 6685 596 2139 1126 1013 4197840 4197840 3713660 3713660 258106 258106 SUPPLIES OTHER 1686047 1669823 16224 REPAIRS & MAINTENANCE 532853 527968 4885 LICENSES/MEMBERSHIP 43950 2364 41586 RECRUITING AND RETENTION 18944 18944 -85501 -93764 8263 0 22781507 20742957 2038550 0 1800 1800 769086 747855 2299496 2252885 0 0 0 1274375 151391 20956 20956 179343 195866 148233495 76427439 73908494 71806056 0 25593500 25593500 271278 28845670 104318328 129615979 1662482 2567205 38879255 39411858 0 25593750 25593750 1304802 1123602 67440289 68696415 36878039 60919564 36878039 60919564 104318328 129615979 X 6753709 28845670 -11557854 X false true X true false X 25334 8346 46505 47131 67404 194720 25917985 27426106 27155851 26689361 26346369 133535672 861206 941811 944096 1000895 1099948 4847956 0 0 26804525 28376263 28146452 27737387 27513721 138578348 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 138578348 1750033 1848048 2017591 2037361 1318068 8971101 0 1750033 1848048 2017591 2037361 1318068 8971101 0 0 0 0 0 0 0 28554558 30224311 30164043 29774748 28831789 147549449 0.9392 0.9361 0.0608 0.0639 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true 1924 1924 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, 2019, $1,924 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose. 84388408 737160 -942953 127004 2924 84052687 83999562 90734 823968 108031 417825 84388408 81951634 113749 2055426 104759 16488 83999562 81376566 276087 403895 60860 44054 81951634 82543622 211991 -1258763 88941 31343 81376566 0.0 0.9605 0.0395 false true true 133791682 64394071 69397611 8175769 6379698 1796071 6020096 5410622 609474 245948 243048 2900 71806056 MASONICARE AT MYSTIC 25593500 C 25593500 OTHER ASSETS INVESTMENT IN SUBSIDIARY 28845670 28845670 DEPOSITS 1123602 OTHER 1123602 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, 2019 and 2018. 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 2016 onwards are eligible for audit by the IRS. true Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 501 (c) (3) 28418 Support Masonicare patients 1 0 SCHOLARSHIP PROGRAM 17 22200 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 true false false false false false false false Jon-Paul Venoit President and CEO, Asst. Secretary 0 558277 0 0 0 142810 0 10265 0 27239 0 738591 0 0 Hilde Sager VP of Residential Services (thru 02/01/2019) 155161 0 5000 0 582 0 6723 0 21280 0 188746 0 0 0 James R Rude CFO and Asst. Treasurer 0 304496 0 10000 0 2104 0 9637 0 24081 0 350318 0 0 Mark Garilli Chief Operating Officer (thru 02/01/19) 0 243588 0 0 0 565 0 2548 0 29743 0 276444 0 0 Alan Zakrzewski Executive Director (thru 09/06/2019) 131776 0 0 0 249 0 5600 0 27248 0 164873 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The compensation committee of the Board of Trustees of Masonicare Corporation engages an independent firm to certify the reasonableness of the compensation of the top management officials of the organization annually. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Jon-Paul Venoit received a payment from a supplemental non-qualified retirement plan of $131,214 (included in Schedule J, Part II, Column (b)(iii) "Other Reportable Compensation"). 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 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 15b Process to establish compensation of other employees The compensation committee of Masonicare Corporation engages an independent firm to certify the reasonableness of the compensation of the executive director of the organization annually. The compensation committee approves compensation based on market data analysis. The committees deliberations are reflected in its minutes. The process was completed in May 2019. 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 at Newtown, Inc. (Dissolved 09/30/2019), Masonicare Home Health and Hospice Inc., Masonicare Partners Home Health and Hospice Inc. (Dissolved 09/30/2019), 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 Snack Bar - Total Revenue: 102633, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 102633; Cable TV - Total Revenue: 105149, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 105149; Adult Day Care - Total Revenue: 140505, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 140505; AV Association - Total Revenue: 58265, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 58265; Internet - Total Revenue: 34436, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 34436; Carport - Total Revenue: 44484, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 44484; Nonrefundable deposits - Total Revenue: 22500, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 22500; Guest Rental - Total Revenue: 19986, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 19986; Village Store - Total Revenue: 24313, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 24313; Housekeeping - Total Revenue: 15518, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 15518; Maintenance - Total Revenue: 23580, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 23580; Gift Shop - Total Revenue: 2243, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 2243; Pet Fees - Total Revenue: 12000, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 12000; Rental Income - other - Total Revenue: 33390, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 33390; Miscellaneous - Total Revenue: 47884, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 47884; Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 12475, Program Service Expense: , Management and General Expenses: 12475, Fundraising Expenses: ; PURCHASE SERVICES - Total Expense: 2138037, Program Service Expense: 2042517, Management and General Expenses: 95520, Fundraising Expenses: ; SHARED SERVICES - Total Expense: 838243, Program Service Expense: , Management and General Expenses: 838243, Fundraising Expenses: ; Form 990, Part X, Line 20 TE Bond Liabilities Masonicare at Ashlar VIllage is a member of the Masonicare obligated group that is responsible for the repayment of the Series F Bonds issued by Masonicare Corporation on November 15, 2017. The current outstanding bond balance is $103,965,000. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CAPITAL DISTRIBUTION TO RELATED ENTITIES - -11557854; 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 AT NEWTOWN INC (Dissolved 09302019) PO BOX 70 WALLINGFORD CT 06492 061070285 PROVIDE SKILLED NURSING/ASSISTED LIVING 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 PARTNERS HOME HEALTH & HOSPICE INC (Dissolved 09302019) PO BOX 70 WALLINGFORD CT 06492 260758992 PROVIDE HOME HEALTH AND HOSPICE SERVICES CT 501(c)(3) 10 MASONICARE HOME HEALTH AND HOSPICE (65) 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 MASONICARE PRIMARY CARE PHYSICIANS (Dissolved 06302019) PO BOX 70 WALLINGFORD CT 06492 061491820 PHYSICIAN MEDICAL PRACTICE CT NA C Corporation false MASONIC MANAGEMENT SERVICES (Dissolved 09302019) PO BOX 70 WALLINGFORD CT 06492 061468972 PROVIDES MANAGEMENT SERVICES CT NA C Corporation false false true true false false false false false false true false false true false true true true false false Masonicare at Mystic Inc Q 730579 cost