Masonicare at Newtown Inc: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- Masonicare at Newtown Inc (EIN 06-1070285)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-10
- IRS object ID
- 201102239349300600
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T11:15:45-07:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061070285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONICARE AT NEWTOWN 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 | 2011-08-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | R Scott Thelen | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1 |
| City | WALLINGFORD | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19206617 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | WWW.MASONICARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 364 | TotalNbrEmployees |
| Total Nbr Volunteers | 70 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 43486 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 54964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19403631 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19001764 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7772 | InvestmentIncomePriorYear |
| Investment Income Current Year | 67 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 152815 | OtherRevenuePriorYear |
| Other Revenue Current Year | 149822 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19607704 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19206617 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1450 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13321171 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12318251 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7717269 | OtherExpensePriorYear |
| Other Expenses Current Year | 7232034 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21039890 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19551285 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1432186 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -344668 | RevenuesLessExpensesCY |
| Total Assets BOY | 13199850 | TotalAssetsBOY |
| Total Assets EOY | 12252608 | TotalAssetsEOY |
| Total Liabilities BOY | 2405085 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1973229 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10794765 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10279379 | NetAssetsOrFundBalancesEOY |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 18106876 | Expense |
| Grants | 1000 | Grants |
| Revenue | 19151586 | Revenue |
| Description | Masonicare at Newtown,Inc. is a skilled nursing and assisted living community. The skilled nursing facility has 154 beds and operated at a 95.3% occupancy rate providing 53,593 patient days. The assisted living facility, Lockwood Lodge, has 55 units and operated at an 97.1% occupancy rate. Average occupancy was 53.4 units. | Description |
| Total Program Service Expense | 18106876 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | 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 |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| 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 | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | 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 | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 364 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| 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 |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | false | LocalChapters |
| Policies Reference Chapters | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| 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 (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| William T Viola Jr | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| William R Deickler | ||||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | ||
| William Morrow | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Thomas Gutner | ||||||||
| President | 40.00 | X | 278486 | 0 | 16435 | X | ||
| Stephen P Shapiro | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Stephen B McPherson | ||||||||
| ASST. SECRETARY | 40.00 | X | 0 | 822536 | 18755 | X | ||
| Sherwin M Borsuck MD | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Robert A Simon | ||||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | ||
| Richard Ruggiano | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| R Scott Thelen | ||||||||
| ASST. TREASURER | 40.00 | 0 | 120438 | 1251 | X | |||
| Patricia Russell | ||||||||
| Dir-Patient Svc | 40.00 | 134139 | 0 | 0 | X | |||
| Mark D Winne | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | ||
| John R Hall | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| James Standish | ||||||||
| OFFICER | 0. | 0 | 388487 | 14765 | X | |||
| Howard Orr | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Donald W Dean | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Barbara F Lott | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 412625 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1331461 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51206 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | true | 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 |
|---|---|---|---|---|---|
| Value Healthcare Services Inc | |||||
| 525 Knotter Drive | Cheshire | CT | 06410 | Supplies | 221254 |
| Morrison Senior Dining | |||||
| PO Box 102289 | Atlanta | GA | 30268 | Food Service | 1100902 |
| Mckesson Medical Surgical | |||||
| 345 Mccausland Court | Cheshire | CT | 06420 | Medical Supplies | 109632 |
| Hess Corporation | |||||
| PO Box 905423 | Charlotte | NC | 28290 | Fuel and Gas | 133193 |
| Construction Resources | |||||
| 316 Main Street | Farmington | CT | 06032 | Construction | 588655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 54964 | AllOtherContributions |
| Total Contributions | 54964 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SKILLED NURSING | 623000 | 15549799 | 15549799 |
| ASSISTED LIVING | 623000 | 3451965 | 3451965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19001764 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67 | TotalRevenueColumn |
| Exclusion | $67 | ExclusionAmount |
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 |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| PURCHASE DISCOUNTS | 11971 | 11971 |
| OTHER INCOME | 137851 | 137851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 149822 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19206617 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19151586 | RelatedOrExemptFunctionIncome |
| Exclusion | $67 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 1000 | ProgramServices |
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 | 256409 | Total |
| Management And General | 256409 | ManagementAndGeneral |
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 | 9152499 | Total |
| Program Services | 8831574 | ProgramServices |
| Management And General | 320925 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2228928 | Total |
| Program Services | 2044272 | ProgramServices |
| Management And General | 184656 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680415 | Total |
| Program Services | 639590 | ProgramServices |
| Management And General | 40825 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359856 | Total |
| Management And General | 359856 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57049 | Total |
| Management And General | 57049 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13356 | Total |
| Management And General | 13356 | ManagementAndGeneral |
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 | 1044031 | Total |
| Program Services | 1044031 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37908 | Total |
| Program Services | -11592 | ProgramServices |
| Management And General | 49500 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126948 | Total |
| Program Services | 126948 | ProgramServices |
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 | 9605 | Total |
| Program Services | 9605 | 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 | 209773 | Total |
| Program Services | 209773 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1123077 | Total |
| Program Services | 1123077 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152269 | Total |
| Program Services | 144281 | ProgramServices |
| Management And General | 7988 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Utilities | 403771 | 403771 | |
| SUPPLIES-OTHER | 529483 | 528038 | 1445 |
| PURCHASE SERVICE | 1094947 | 1041558 | 53389 |
| PROVIDER TAX | 757142 | 757142 | |
| DIETARY | 510087 | 506816 | 3271 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 802732 | Total |
| Program Services | 706992 | ProgramServices |
| Management And General | 95740 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19551285 | Total |
| Program Services | 18106876 | ProgramServices |
| Management And General | 1444409 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2683 | BOY |
| EOY | 2683 | 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) |
|---|---|---|
| BOY | 2893053 | BOY |
| EOY | 2294472 | 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) |
|---|---|---|
| BOY | 4392 | BOY |
| EOY | 10000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72431 | BOY |
| EOY | 78146 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74813 | BOY |
| EOY | 92512 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28519486 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 18801570 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10045483 | BOY |
| EOY | 9717916 | 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 | 106995 | BOY |
| EOY | 56879 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13199850 | BOY |
| EOY | 12252608 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2109102 | BOY |
| EOY | 1661939 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8929 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295983 | BOY |
| EOY | 302361 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2405085 | BOY |
| EOY | 1973229 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10794765 | BOY |
| EOY | 10279379 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10794765 | BOY |
| EOY | 10279379 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13199850 | BOY |
| EOY | 12252608 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 54964 | CurrentTaxYear |
| Total | 54964 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16346903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16485723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18691464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19403631 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19151653 | CurrentTaxYear |
| Total | 90079374 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16346903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16485723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18691464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19403631 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19206617 | CurrentTaxYear |
| Total | 90134338 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 90134338 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67 | CurrentTaxYear |
| Total | 116028 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56856 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67 | CurrentTaxYear |
| Total | 116028 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90250366 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99870 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00130 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 419334 | OtherCostOrOtherBasis |
| Book Value | 419334 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21718956 | OtherCostOrOtherBasis |
| Depreciation | 13785939 | Depreciation |
| Book Value | 7933017 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2322718 | OtherCostOrOtherBasis |
| Depreciation | 1778673 | Depreciation |
| Book Value | 544045 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3280780 | OtherCostOrOtherBasis |
| Depreciation | 2666972 | Depreciation |
| Book Value | 613808 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 777698 | OtherCostOrOtherBasis |
| Depreciation | 569986 | Depreciation |
| Book Value | 207712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9717916 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PATIENT ESCROW ACCOUNTS | $22,863 |
| DEPOSITS | $207,333 |
| ASSET RETIREMENT OBLIGATION | $72,165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 302361 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| Thomas Gutner | |||||||||
| 155010 | 111769 | 11707 | 16435 | 294921 | |||||
| Stephen B McPherson | |||||||||
| 466163 | 320726 | 35647 | 18755 | 841291 | |||||
| James Standish | |||||||||
| 323201 | 65143 | 143 | 14765 | 403252 | |||||
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 managers for achieving quality,strategic and financial goals for the organization. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH EMMA AND PUBLIC SECURITIES MARKETS.THE STATEMENTS INCLUDED IN THE MASONICARE CORPORATION CONSOLIDATED FINANCIAL STATEMENTS. THE GOVERNING DOCUMENTS (CERTIFICATE OF INCORPORATION) ARE ON FILE WITH THE SECRETARY OF STATE. THE CONFLICT OF INTEREST POLICY IS AVALIABLE UPON REQUEST. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, WITH THE RIGHTTO APPOINT THE MEMBERS OF THE GOVERNING BODY AND PARTICIPATE IN THE ORGANIZATION'SGOVERNANCE. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | MASONICARE MANAGEMENT REVIEWS THE TAX RETURN FOR COMPLETENESS AND ACCURACY. IT ISREVIEWED BY THE PRESIDENT AND BOARD CHAIRMAN. THE REVIEW PROCESS IS THEN DISCUSEED WITH FULL BOARD. AFTER REVIEWING THE COMMENTS/QUESTIONS, CHANGES ARE MADE AS APPROPRIATE AND THE RETURN IS FINALIZED AND FILED. |
| Form 990, Part VI, Line 7a | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | MASONICARE CORPORATION, AS SOLE CPORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OFTHE GOVERNING BODY. |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | THE ORGANIZATION HAS A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, WITH THE RIGHTTO APPOINT THE MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. |
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 | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| Masonicare at Home Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 202377783 | Providecompanion/homemaker/personal care services to elderly | CT | 501(c)(3) | 9 | NA | |
| 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 | NA | |
| Keystone Indemnity Company | ||||||||||
| 126 College Street Suite 400 | Burlington | VT | 05401 | 030371612 | Provide insurance services to Masonicare affiliates | VT | 501(c)(3) | 11a | N/A | |
| Masonicare Home Health and Hospice Inc | ||||||||||
| 33 North Plains Road | Wallingford | CT | 06492 | Provide home health services to clients of all ages | CT | 501(c)(3) | 9 | NA | ||
| Masonicare at Ashlar Village Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061070285 | Provide skilled nursing/assisted living services to elderly | CT | 501(c)(3) | 9 | NA | |
| Masonicare Health Center | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 060655131 | Provide comprehensive medical services to elderly | CT | 501(c)(3) | 3 | NA | |
| Masonic Charity Foundation of CT | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435920 | Provide planned giving and development support to affiliates | CT | 501(c)(3) | 11a | NA | |
| Masonicare Inc | ||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435919 | Parent holding and support organization for affiliate corp. | CT | 501(c)(3) | 11b | NA | |
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 |
|---|---|---|---|---|---|---|---|---|
| Masonic Management Services | ||||||||
| 22 Masonic Avenue | Wallingford | CT | 06492 | 061468972 | Provides management services | CT | NA | C |
| Masonic Primary Care Physicians PC | ||||||||
| 22 MASONIC AVENUE | Wallingford | CT | 06492 | Medical Practice | CT | NA | C | |
| 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 |
| 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 | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Masonic Primary Care Physicians PC | |
| r | 45545 |
| Masonicare Home Health and Hospice Inc | |
| r | 183311 |
| Masonicare at Ashlar Village Inc | |
| r | 2306 |
| Masonicare Health Center | |
| r | 450353 |
| Masonic Charity Foundation of CT | |
| r | 59818 |
| Masonicare Inc | |
| r | 1044986 |