MASONICARE CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MASONICARE CORPORATION (EIN 06-1435919)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201402269349302525
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T11:19:36-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061435919 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 2036787857 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R Scott Thelen | Name |
| Title | Asst. Treasurer | Title |
| Date Signed | 2014-08-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8901398 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASONICARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 211 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 207138 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 64685 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 136683 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 118660 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7469945 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7627708 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3122 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 663772 | OtherRevenuePriorYear |
| Other Revenue Current Year | 685669 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8273522 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8432037 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11464739 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13484263 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3279977 | OtherExpensePriorYear |
| Other Expenses Current Year | 5153155 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14764716 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18657418 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -6491194 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -10225381 | RevenuesLessExpensesCY |
| Total Assets BOY | 49245526 | TotalAssetsBOY |
| Total Assets EOY | 47861776 | TotalAssetsEOY |
| Total Liabilities BOY | 158875631 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 143227040 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -109630105 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -95365264 | NetAssetsOrFundBalancesEOY |
| Mission Description | Masonicare is a parent holding company and support organization for its affiliate corporations(collectively referred to as "Masonicare" or the "System"). Masonicare was organized in 1995 for the benefit of providing long range strategic and financial planning, policy development and support services for its affiliates which provide continuing care retirement services and other housing, healthcare and related services to older adults. Tracing itself to its predecessor, The Masonic Charity Foundation of Connecticut, the principal purposes of the corporate system are to aid, assist or support the aged, sick or infirm specified groups, and otherwise provide for the needs of an aging population. In furtherance of its traditional values, the mission of Masonicare is to enhance the quality of life by providing health, social and spiritual care throughout an individual's lifetime with emphasis on the needs of older persons.Masonicare will be recognized as an organization committed to establish | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 18657418 | Expense |
| Grants | 20000 | Grants |
| Revenue | 8432037 | Revenue |
| Description | Masonicare provides management support for its affiliates who provide geriatric care services, hospital services, management services, fund raising services and investment management services. This is done with a view of furthering the long-range goals and traditional objectives and values of providing for the needs of an aging population.COMMUNITY BENEFIT1. Masonicare provides free education and services to individuals and families throughout Connecticut. The Lunch and Learn Program is designed to provide seniors and others with education on health and wellness. Speakers are typically medical professionals from throughout the Masonicare continum. The program reached 3,917 people at senior centers and public libraries in the towns of Cheshire, Cromwell, Hamden, Mansfield, Meriden, Monroe, Newtown, North Haven, Southbury and Wallingford.2. Funded by The Masonic Charity Foundation of Connecticut, Masonic Community Services is a statewide outreach program available to all Connecticut residents. It offers information and guidance on a variety of programs and services including ConnPACE(Connecticut's pharmaceutical program); Medicare, Medicaid(Title 19) and Medicare Part D; Benefits eligibility; Caregiver assistance programs; State and federal programs and housing options. Representatives from Masonicare Community Services are available to provide assistance over the phone or in the home. In the year ending September 2013, Masonicare Community Services performed approximately 100 home visits.3. Another valuable resource to the community is the Masonicare HelpLine. In addition to providing information about Masonicare's continuum of care, the HelpLine offers assistance in locating and utilizing services, agencies and programs in Connecticut that are beneficial to seniors. In 2013, the Masonicare Helpline received 11,876 inquiries.4. Masonicare again partnered with the United Way for its annual Day of Caring, in which volunteers from local companies come together to help non-profit organizations in their communities. In September, employees in Wallingford cleaned the kitchen and performed maintenance on the grounds at Master's Manna, a local food pantry and resource center.5. Masonicare also held blood pressure screenings, hearing screenings and senior health fairs throughout the state, and made its facilities available to many community organizations including the Commission on Aging, the Area Agency on Aging and the Alzheimer's Association.6. For the year ended Sep. 30, 2013 Masonicare and all of its affiliates across our continuum donated 3,876 hours of their time to benefit the community through home visits and educational programs. These donated staff hours had a monetary value of $89,393 and touched 11,117 members of the community. | Description |
| Total Program Service Expense | 18657418 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 69 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 211 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | R Scott Thelen | NamePerson |
| Telephone Number | 2036787857 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Masonic Avenue | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Simon R LaPlace | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ronald A Thomas | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Barbara F Lott | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Geoffrey L Ice | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David A Gessert | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William R Deickler | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Donald W Dean | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Thomas M Maxwell II | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Sherwin M Borsuk MD | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Gary Arseneau | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Janet S Berry | ||||||||
| Member | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jennifer A King | ||||||||
| Asst. Secretary | 40.00 | 40.00 | X | 0 | 218610 | 15122 | X | |
| R Scott Thelen | ||||||||
| Asst. Treasurer | 40.00 | 0.00 | X | 312439 | 0 | 36385 | X | |
| Stephen B McPherson | ||||||||
| President & CEO | 40.00 | 0.00 | X | 857762 | 0 | 30646 | X | |
| Robert A Simon | ||||||||
| Treasurer | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| J Arthur Carbonaro | ||||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Francis X Conlon | ||||||||
| Vice Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Howard W Orr | ||||||||
| Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Jon-Paul Venoit | ||||||||
| SVP | 40.00 | 0.00 | 163702 | 0 | 26613 | X | ||
| Margaret Steeves-Laffin | ||||||||
| VP-Marketing | 40.00 | 0.00 | 165462 | 0 | 31284 | X | ||
| Tracey LeMay | ||||||||
| VP-Corporate Compl | 40.00 | 0.00 | 142897 | 0 | 34781 | X | ||
| Cynthia Gibbons | ||||||||
| Dir-Financial Plan | 40.00 | 0.00 | 127133 | 0 | 13485 | X | ||
| Thomas Gutner | ||||||||
| Asst. to CEO | 40.00 | 0.00 | 140196 | 0 | 21354 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1909591 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 218610 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 209670 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PMA Insurance Group | |||||
| PO Box 5800-s3855 | Phildelphia | PA | 191783855 | Insurance services | 2342428 |
| Peoples United Insurance | |||||
| PO Box 6203 | Brattleboro | VT | 053026203 | Insurance brokerage | 196130 |
| Murtha Cullina LLP | |||||
| CityPlace I 185 Asylum Street | Hartford | CT | 06103 | Legal Services | 136294 |
| Delta Dental | |||||
| PO Box 36483 | Newark | NJ | 071806483 | Insurance provider | 120537 |
| Aetna | |||||
| PO Box 532424 | Charlotte | NC | 282902424 | Insurance provider | 1631394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 118660 | RelatedOrganizations |
| Total Contributions | 118660 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Management fees | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 7627708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7627708 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7627708 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 532233 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 469361 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62872 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62872 | TotalRevenueColumn |
| Related Or Exempt Function Income | -12657 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 207138 | UnrelatedBusinessRevenue |
| Exclusion | -$131,609 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Purchase discounts | 9010 | 9010 |
| Grand Lodge MIS fee | 9996 | 9996 |
| Child day care | 602738 | 602738 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1053 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1053 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 622797 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8432037 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8237848 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 207138 | UnrelatedBusinessRevenue |
| Exclusion | -$131,609 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1237232 | Total |
| Program Services | 1237232 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9100785 | Total |
| Program Services | 9100785 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2407985 | Total |
| Program Services | 2407985 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738261 | Total |
| Program Services | 738261 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103385 | Total |
| Program Services | 103385 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13117 | Total |
| Program Services | 13117 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 620274 | Total |
| Program Services | 620274 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113595 | Total |
| Program Services | 113595 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114809 | Total |
| Program Services | 114809 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197932 | Total |
| Program Services | 197932 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1281258 | Total |
| Program Services | 1281258 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101522 | Total |
| Program Services | 101522 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Telephone | 231324 | 231324 |
| Miscellaneous | 334789 | 334789 |
| Repairs & maintenance | 394825 | 394825 |
| Purchased Services | 801610 | 801610 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 844715 | Total |
| Program Services | 844715 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18657418 | Total |
| Program Services | 18657418 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2432549 | BOY |
| EOY | 1401891 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187465 | BOY |
| EOY | 349719 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34160601 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21787420 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12932859 | BOY |
| EOY | 12373181 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33692653 | BOY |
| EOY | 33736985 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49245526 | BOY |
| EOY | 47861776 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1119011 | BOY |
| EOY | 1138071 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106680000 | BOY |
| EOY | 104119000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51076620 | BOY |
| EOY | 37969969 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158875631 | BOY |
| EOY | 143227040 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -109630105 | BOY |
| EOY | -95365264 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -109630105 | BOY |
| EOY | -95365264 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49245526 | BOY |
| EOY | 47861776 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -10225381 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 289210 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 24201012 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Masonic Charity Foundation of CT | |||||
| 061435920 | 11a | true | false | false | $0 |
| Masonicare at Home Inc | |||||
| 202377783 | 9 | true | false | false | $0 |
| Masonicare Home Health and Hospice | |||||
| 061101924 | 9 | true | false | false | $0 |
| Masonicare at Ashlar Village Inc | |||||
| 061050830 | 9 | true | false | false | $0 |
| Masonicare at Newtown Inc | |||||
| 061040285 | 9 | true | false | false | $0 |
| Masonicare Health Center Inc | |||||
| 060655131 | 3 | true | false | false | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $50,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $250 | RalliesDemonstrationsAmount |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 50250 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13110159 | OtherCostOrOtherBasis |
| Depreciation | 3133037 | Depreciation |
| Book Value | 9977122 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 89747 | OtherCostOrOtherBasis |
| Depreciation | 28271 | Depreciation |
| Book Value | 61476 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18326359 | OtherCostOrOtherBasis |
| Depreciation | 16782222 | Depreciation |
| Book Value | 1544137 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2634336 | OtherCostOrOtherBasis |
| Depreciation | 1843890 | Depreciation |
| Book Value | 790446 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12373181 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Under trust for self ins. liabilities | 300000 |
| Under trust for int. rate swap oblig. | |
| Unamortized financing costs | 1800961 |
| Recovery of Est Insurance Liability | 582506 |
| Other receivables | 3986133 |
| Investment in subsidiaries | 26582018 |
| Debt service fund | 485367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 33736985 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Self insurance liabilities | $1,172,901 |
| Other long term liabilities | $4,610,370 |
| Interest rate swap liability | $15,407,032 |
| Est. Ins. Liab through comm payors | $582,506 |
| Est settlements due third party payors | $4,153 |
| Deposits | $1,345 |
| Accrued post retirement ben L/T | $14,343,991 |
| Accrued employee compensation | $1,260,449 |
| Accrued Employee Benefits Current | $587,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 37969969 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|
| Tracey LeMay | ||||||||||
| VP-Corporate Compl | 127823 | 14851 | 223 | 34781 | 177678 | |||||
| Thomas Gutner | ||||||||||
| Asst. to CEO | 130566 | 9630 | 21354 | 161550 | ||||||
| Stephen B McPherson | ||||||||||
| President & CEO | 521074 | 15000 | 321688 | 30646 | 888408 | |||||
| R Scott Thelen | ||||||||||
| Asst. Treasurer | 301967 | 10000 | 472 | 36385 | 348824 | |||||
| Margaret Steeves-Laffin | ||||||||||
| VP-Marketing | 148076 | 16831 | 555 | 31284 | 196746 | |||||
| Jon-Paul Venoit | ||||||||||
| SVP | 141600 | 15000 | 7102 | 26613 | 190315 | |||||
| Jennifer A King | ||||||||||
| Asst. Secretary | 189249 | 20196 | 9165 | 15122 | 233732 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 7 | Identifier |
| Return Reference | Part I, Line 7: Non-Fixed payments not listed above | ReturnReference |
| Explanation | Compensation to reward senior management for achieving annual quality strategic and financial goals for the organization. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | CUSIP NumberCUSIPNumber |
|---|---|---|---|---|---|---|---|
| Connecticut Health and Education Facilities Authority | |||||||
| B | 060806186 | 2012-09-05 | 33000000 | Refinance existing bonds | false | false | |
| Connecticut Health and Education Facilities Authority | |||||||
| A | 060806186 | 2007-10-23 | 81065000 | Refinance existing bonds and to finance capital projects | false | false | 207744QH1 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|
| B | 33000000 | true | false | true | true | ||||
| A | 81065000 | true | false | true | true | 6575398 | 46965658 | 2176003 | 38498737 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|
| B | false | false | false | false | false | true |
| A | false | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| B | false | false | false | false | false | |
| Merrill Lynch | ||||||
| A | true | false | false | false | false | 30.0000 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Sch. C, Part II-B, Line 1g | Masonicare Inc. has retained counsel to handle certain government relations matters. Counsel actively monitors, tracks and reports on legislation and regulatory activity of interest to Masoncare. | |
| Part X, Line 20 TE Bond Liabilities | The Masonicare obligated group is responsible for the repayment of the Series C and Series E bonds issued by Masonicare, Inc. in 2007 and 2011. The members of the obligated group are Masonicare, Inc., Masonic Charity Foundation of CT, Masonicare Health Center, Masonicare at Ashlar Village, Inc., Masonicare at Newtown, Inc. and Masonicare Home, Health and Hospice, Inc. The current outstanding bond balance is $101,556,000. | |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Transfers from Masonic Charity Foundation = $7550000 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Swap Valuation = $5477236 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Other, net = $5845821 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Minimum Pension liability adj = $5955464 | Form 990, Part XI, Line 9 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | I/C balances = -$627509 | Form 990, Part XI, Line 9 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The financial statements are publicly available through EMMA and public securities markets. The statements are includes in the Masonicare Corporation consolidated financial statements. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is available upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | See response to Question 15a. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The compensation committee of the board engages an independent firm to certify the reasonableness of the compensation of the President and Chief Executive Officer and the executive management group of the organization annually. The process was last completed in November 2012 for the following positions: President and Chief Executive Officer, Senior Vice President of Residental and Community-based Services, Chief Financial Officer/Vice President of Finance, Vice President of Risk Management and Corporate Complaince, Vice President of Marketing, Vice President of Mission Effectiveness, Vice President of Medical Affairs and Chief Information Officer/Corporate Director of Information Services. | Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually, officers, trustees and senior employees are required to complete a conflict of interest disclosure. 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 discolsure through the formalized process. 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 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Masonicare management reviews 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 secure website, which can be accessed by the board members for their review. After responding to all comments/questions, changes are made, as appropriate. At a full board meeting, a discussion is held regarding comments/questions and the changes that were made. The tax return is finalized and filed. | Form 990, Part VI, Line 11b |
| 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, members elect the members of the governing body. In addition, the governing body shall obtain the prior approval by the members for amendments to the organization's certificate of incorporation and certain portions of the bylaws. The governing body shall also obtain the prior approval by the members for the capital commitment of funds by the governing body, or any corporation for which it serves as sole member or sole shareholder for the purchase of land, with or without improvements and for the construction of new buildings, when the contemplated expenditures equal or exceed twenty (20) percent of the total value of the then current unrestricted net assets of the corporation and its subsidiaries and affiliates, in any one fiscal year. | Form 990, Part VI, Line 7b |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The members annually elect one-third of the members of the governing body. | Form 990, Part VI, Line 7a |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The organization has one class of member with the right to elect members of the governing body and to participate in the organization's governance. | Form 990, Part VI, Line 6 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Indemnity Company LTD | ||||||||||
| 126 College Street | Burlington | VT | 05401 | 030371612 | Provides insurance servies to Masonicare | VT | 501 (c)(3) | 11a | NA | false |
| Masonicare at Home Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 202377783 | Provide companion/homemake/personalcare services to elderly | CT | 501(c)(3) | 9 | NA | false |
| Masonicare Partners HomeHealth & Hospice | ||||||||||
| 111 Founders Plaza Suite 200 | East Hartford | CT | 06108 | 260758992 | Provide home health services to clients of all ages | CT | 501(c)(3) | 9 | Masonicare Home Health and Hospice Inc | false |
| Masonicare Home Health and Hospice Inc | ||||||||||
| 33 North Plains Road | Wallingford | CT | 06492 | 061101924 | Provide home health services to clients of all ages | CT | 501(c)(3) | 9 | NA | false |
| Masonicare at Ashlar Village Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061050830 | Continuing care retirement and assisted living community | CT | 501(c)(3) | 9 | NA | false |
| Masonicare at Newtown Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061070285 | Provide skilled nursing/assisted living services to elderly | CT | 501(c)(3) | 9 | NA | false |
| Masonicare Health Center | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 060655131 | Provide skilled nursing and other services to elderly | CT | 501(c)(3) | 9 | NA | false |
| Masonic Charity Foundation of CT | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435920 | Provide planned giving and development support to affiliates | CT | 501(c)(3) | 7 | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Masonic Management Services | ||||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061468972 | Provides management services | CT | NA | C Corp | 1.00000 | false | ||
| Masonicare Primary Care Physicians PC | ||||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061491820 | Physician medical practice | CT | NA | C Corp | 1.00000 | false | 5291775 | 158879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |