2019-08-15T05:53:19-07:00 2018-09-30 990 2017-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036796400 PO Box 70 Wallingford CT 06492 James R Rude CFO 2019-08-14 2017 2019-02-21 02:37:17Z Alan Zakrzewski PO Box 70 Wallingford CT 06492 29750151 false false X www.masonicare.org X 1981 CT Continuing Care Retirement Community, providing both independent and assisted living to people aged 55 and over. 11 9 278 150 0 46505 47131 27135826 26664764 1958599 1977385 950009 1012471 30090939 29701751 62293 54865 0 7120796 6951540 0 0 17099328 16119578 24282417 23125983 5808522 6575768 106339192 104318328 67410848 67440289 38928344 36878039 Masonicare at Ashlar Village, an affiliate of Masonicare, is a not-for-proft 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 nation. 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 20889996 54865 26664764 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 2018was 89.5%. The assisted living facility(Pond Ridge) consists of 137 units. The occupancy percentage for the fiscal year ending September 2018 was 82.5%. The 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. 20889996 true true false true false false false false false true true false true false 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 false false false true true true false false true 51 0 true 278 true false false false false false false false false 0 false false false false false false false false false false X 11 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 X David A Gessert Chairman 1.00 3.00 X X 0 0 0 Gustaf R Bodin Director 1.00 2.00 X 0 0 0 Chester R Miller Vice Chairman 1.00 2.00 X X 0 0 0 Robert B Erskine Director 1.00 2.00 X 0 0 0 Jon-Paul Venoit CEO/President 1.00 49.00 X X 0 655854 35701 Timothy Ryan Director 1.00 2.00 X 0 0 0 David O Stern Director 1.00 2.00 X 0 0 0 Edward C Page eff 41018 Director 1.00 2.00 X 0 0 0 Eloise Hazelwood thru 32718 Secretary 1.00 2.00 X X 0 0 0 Francis S DiStefano th 4918 Director 1.00 2.00 X 0 0 0 Carol Isaacs Treasurer 1.00 2.00 X X 0 0 0 Hilde Sager VP Res Services 40.00 2.00 X X 152807 0 26683 Marc A Ciociola Director 1.00 2.00 X 0 0 0 James R Rude CFO 1.00 49.00 X 0 331994 33931 Alan Zakrzewski Executive Dir. 40.00 0.00 X 115395 0 30116 Mark Garilli COO 1.00 48.00 X 0 178360 18467 Jason Reiger Ass't Admin A/Liv 40.00 0.00 X 114550 0 4669 Joann Proietto RN Coordinator 40.00 0.00 X 100144 0 15013 482896 1166208 164580 4 false true false Morrison Management Specialists Inc PO Box 102289 Atlanta GA 30268 Food Service 1443289 ABR Construction Inc PO Box 720 Wallingford CT 06492 Construction 568748 Heritage Floor Covering Company 892 No Colony Road Wallingford CT 06492 Flooring Contractor 293891 Makiaris Media Services 101 Centerpoint Drive Middletown CT 06457 Media Services 170694 ZR Coop Services 81 meadow Street Wallingford CT 06492 Painting Contractor 183970 6 47131 47131 Assisted Living Revenue 623990 8921830 8921830 Resident income 623000 17742934 17742934 26664764 1977385 1977385 0 0 59976 48400 11576 11576 11576 0 0 0 0 Catering 900099 119390 119390 Guest Meals 900099 146733 146733 Hair Salon 900099 121481 121481 613291 613291 1000895 29701751 26664764 2989856 X 32065 32065 22800 22800 0 0 350641 350641 0 5053565 4449555 604010 0 1153972 996159 157813 393362 326644 66718 0 5718 5718 22635 22635 0 0 0 3068498 2137181 931317 379296 377215 2081 0 384598 384598 0 1695422 1688350 7072 10235 2911 7324 0 3360 901 2459 4259342 4259342 0 3955195 3955195 374442 374442 Supplies Other 1519999 1504851 15148 Repairs & maintenance 408970 408757 213 Licenses/membership 50225 1531 48694 Recruiting and retention 31485 31485 -49842 -63986 14144 23125983 20889996 2235987 0 1800 1800 768317 769086 0 2054229 2299496 0 0 1378068 1274375 20956 20956 125537 179343 146456895 72548401 76396785 73908494 0 0 25593500 25593500 0 271278 106339192 104318328 1589152 1662482 38580207 38879255 25593750 25593750 1647739 1304802 67410848 67440289 X 38928344 36878039 38928344 36878039 106339192 104318328 X 6575768 -8626073 X false true X true false X 16950 25334 8346 46505 47131 144266 25412872 25917985 27426106 27155851 26689361 132602175 932494 861206 941811 944096 1000895 4680502 0 0 26362316 26804525 28376263 28146452 27737387 137426943 0 0 137426943 1731625 1750033 1848048 2017591 2037361 9384658 0 1731625 1750033 1848048 2017591 2037361 9384658 0 0 28093941 28554558 30224311 30164043 29774748 146811601 0.93610 0.93790 0.06390 0.06210 X false false false false false false false false false false true 1560 1560 false false Part I-A, Line 1 - Direct and Indirect Political Campaign Activities Masonicare at Ashlar Village paid membership dues to the LeadingAge Connecticut for the fiscal year ended September 30, 2018, $1,560 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose. 83999562 90734 823968 108031 417825 84388408 81951634 113749 2055426 104759 16488 83999562 81376566 276087 403895 60860 44054 81951634 82543622 211991 -1258763 88941 31343 81376566 81622019 176298 1079326 77473 256548 82543622 0.96480 0.03520 false true true 130602458 60903119 69699339 8084337 6148281 1936056 4491871 4033827 458044 3278229 1463174 1815055 73908494 25593500 Deposits 1286087 Other 18715 1304802 X Part V, Line 4: Intended uses of the endowment fund. The endowment funds are used to support the philanthropic mission and activities of Masonicare, Inc and its affiliates. Part X : FIN48 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 if it 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, 2018 and 2017. 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 2015 onwards are eligible for audit by the IRS. true Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 501(c)(3) 24765 0 Support Masonicare patients 1 0 Scholarship program 17 22800 Grantmaker's Description of How Grants are Used 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 false Hilde Sager VP Res Services 152239 568 6215 20468 179490 James R Rude CFO 295535 34400 2059 8413 25518 365925 Jon-Paul Venoit CEO/President 467081 52250 136523 10210 25491 691555 Mark Garilli COO 178125 235 1587 16880 196827 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has a sole corporate member, Masonicare Corporation, with the right to appoint the members of the governing body and to participate in the organization's governance. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Masonicare Corporation, as sole corporate member, annually appoints the members of the governing body. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Pursuant to the certificate of incorporation of the organization, Masonicare Corporation, as the sole corporate member, has certain reserved powers to make 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 transfers 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 company's board chairman and independent audit firm. Form 990, Part VI, Line 11b: Form 990 Review Process Masonicare management and our third party 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: Explanation of Monitoring and Enforcement of Conflicts Annually, officers, board members and senior employees are required to complete a conflict of interest disclosure. The corporate compliance officer annotates the results to determine if, and if so to what extent, a conflict of interest exists. The results of the officer and director 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 and chief operating 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: Compensation Review and Approval Process for Officers and Key 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 process was completed in November 2017. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization provides required documents upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Capital Distribution to Related Entities = -$8626073 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, Masonicare at Newtown, Inc., Masonicare at Home Inc., Masonicare Home Health and Hospice Inc., Masonicare Partners Home Health and Hospice, Masonicare at Mystic Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD. Form 990, Part X, Line 20, TE Bond Liabilities Masonicare at Ashlar Village, Inc. 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 $106,335,000. Masonicare Corporation PO Box 70 Wallingford CT 06492 061435919 Parent holding and support organization CT 501(c)(3) 12c 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 PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/asstd lvg svcs CT 501(c)(3) 10 Masonicare Corp false Masonicare Home Health and Hospice Inc PO Box 70 Wallingford CT 06492 061101924 Provide home health services 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) 12c Masonicare Corp false Masonicare Partners Home Health & Hospic 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services CT 501(c)(3) 10 Masonicare Home Health & Hospice65 false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly 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 at Chester Village PO Box 70 Wallingford CT 06492 822936624 Continuing care retirement community CT 501(c)(3) 10 Masonicare Corp false Masonicare Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Physicians medical practice CT NA C Corp false Masonic Management Services PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C Corp 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 239603 Cost