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MASONICARE AT ASHLAR VILLAGE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
MASONICARE AT ASHLAR VILLAGE INC (EIN 06-1050830)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-08-11
IRS object ID
201142239349300004
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

FieldValueIRS element (for citing)
Timestamp2011-08-11T05:00:48-07:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061050830EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Masonicare at Ashlar Village IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMASONameControl
Phone2036787857Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 70AddressLine1
CityWallingfordCity
StateCTState
ZIP Code06492ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameR Scott ThelenName
TitleAsst. TreasurerTitle
Date Signed2011-08-11DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJon Paul VenoitNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO Box 70AddressLine1
CityWallingfordCity
StateCTState
ZIP Code06492ZIPCode
FieldValueIRS element (for citing)
Gross Receipts24303791GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web Sitewww.masonicare.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1981YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionMasonicare at Ashlar Village, an affiliate of Masonicare, is a not-for-proft Continuing Care Retirement Community, providing both independent and assisted living people aged 55 and over. Following the traditions of Masonry, we are committed to creating the highest quality of life for our residents by fostering an environment of respect, independence and dignity.Masonicare at Ashlar Village is dedicated to maintaining the well being, independence and quality of life for all residents. We consistently strive to be recognized as one of the leading Continuing Care Retirement Comminities (CCRCs) in the nation. Masonicare at Ashlar Village envisions a continuing partnership with Masonicare and other related resources in meeting the needs of our community--body, mind and spirit.ActivityOrMissionDescription
Nbr Voting Members Governing Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members12NbrIndependentVotingMembers
Total Nbr Employees219TotalNbrEmployees
Total Nbr Volunteers150TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Current Year62209ContributionsGrantsCurrentYear
Program Service Revenue Prior Year20420302ProgramServiceRevenuePriorYear
Program Service Revenue CY22465378ProgramServiceRevenueCY
Investment Income Prior Year1503459InvestmentIncomePriorYear
Investment Income Current Year953162InvestmentIncomeCurrentYear
Other Revenue Prior Year769200OtherRevenuePriorYear
Other Revenue Current Year823042OtherRevenueCurrentYear
Total Revenue Prior Year22692961TotalRevenuePriorYear
Total Revenue Current Year24303791TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year87583GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY86185GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6012400SalariesEtcPriorYear
Salaries Etc Current Year5891728SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year12478661OtherExpensePriorYear
Other Expenses Current Year12536206OtherExpensesCurrentYear
Total Expenses Prior Year18578644TotalExpensesPriorYear
Total Expenses Current Year18514119TotalExpensesCurrentYear
Revenues Less Expenses Prior Year4114317RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5789672RevenuesLessExpensesCY
Total Assets BOY100454591TotalAssetsBOY
Total Assets EOY96800164TotalAssetsEOY
Total Liabilities BOY50233949TotalLiabilitiesBOY
Total Liabilities EOY48320607TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY50220642NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY48479557NetAssetsOrFundBalancesEOY
Mission DescriptionMasonicare at Ashlar Village, an affiliate of Masonicare, is a not-for-proft Continuing Care Retirement Community, providing both independent and assisted living people aged 55 and over. Following the traditions of Masonry, we are committed to creating the highest quality of life for our residents by fostering an environment of respect, independence and dignity.Masonicare at Ashlar Village is dedicated to maintaining the well being, independence and quality of life for all residents. We consistently strive to be recognized as one of the leading Continuing Care Retirement Comminities (CCRCs) in the nation. Masonicare at Ashlar Village envisions a continuing partnership with Masonicare and other related resources in meeting the needs of our community--body, mind and spirit.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense16388541Expense
Revenue22465378Revenue
DescriptionMasonicare at Ashlar Village is a continuing care retirement and assisted living community. The retirement community consists of 248 apartments,72 cottages and 40 villas. The occupancy percentage for the fiscal year ending September 2010 was 93.06%. The assisted living facility(Pond Ridge) consists of 136 units. The occupancy percentage for the fiscal year ending September 2010 was 76.47%. The Village provides healthcare services which promote health, wellness and a high quality of life for all residents in an independent and/or assisted living environment.Description
Total Program Service Expense16388541TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109635NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees219NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members12NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonR Scott ThelenNamePerson
Telephone Number2036787857TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line122 Masonic AvenueAddressLine1
CityWallingfordCity
StateCTState
ZIP Code06492ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationFormerFormer
Stephen B McPherson
Asst. Secretary40.00XX082253618755
Scott Sherrick
Member1.00X000
R Scott Thelen
Asst. Treasurer40.00X01204381251
Michael B Dodge
Member1.00X000
Jon Paul Venoit
Executive Direc40.00XX212073022152
John Amarilios
Member1.00X000
James Standish
SVP for Finance and CFO0.038848714765X
Irving Pease
Member1.00X000
Georgia C Erickson
Member1.00X000
Frank W Carmon III
Member1.00X000
Eloise Hazelwood
Member1.00X000
David Berardesca
Vice Chairman1.00XX000
David A Gessert
Chairman1.00XX000
Carol E Memmott
Secretary1.00XX000
Arnold H Freedman
Treasurer1.00XX000
Andrew D Urbanski
Member1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org212073TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1331461TotalReportableCompFrmRltdOrgs
Total Other Compensation56923TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Precision Landscaping
54 Gracey AvenueMeridenCT06451Landscaping/Lawncare312471
Morrison Management Specialists Inc
PO Box 102289AtlantaGA30268Food Service1241297
Masonicare Inc
PO Box 70WallingfordCT06492Management services309876
Heritage Floor Covering Company
892 North Colony RoadWallingfordCT06492Flooring177118
ABR Construction Inc
PO Box 720 Silversmith IndustrialWallingfordCT06492Construction345972
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Related Organizations62209RelatedOrganizations
Total Contributions62209TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Resident income6230001558725415587254
Assisted Living Revenue62399068781246878124
FieldValueIRS element (for citing)
Total Program Service Revenue22465378TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column954885TotalRevenueColumn
Exclusion$954,885ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-1723TotalRevenueColumn
Exclusion-$1,723ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
Hair Salon137356$137,356
Guest Meals108457$108,457
Catering131765$131,765

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column445464TotalRevenueColumn
Exclusion$445,464ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue823042TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column24303791TotalRevenueColumn
Related Or Exempt Function Income22465378RelatedOrExemptFunctionIncome
Exclusion$1,776,204ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total7828Total
Program Services7828ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total78357Total
Program Services78357ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total195378Total
Management And General195378ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4522631Total
Program Services3924879ProgramServices
Management And General597752ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total849054Total
Program Services706291ProgramServices
Management And General142763ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total324665Total
Program Services270098ProgramServices
Management And General54567ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total309876Total
Management And General309876ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9613Total
Management And General9613ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total11124Total
Management And General11124ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total19185Total
Program Services8346ProgramServices
Management And General10839ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total49980Total
Program Services49980ProgramServices

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total3843Total
Management And General3843ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total1939444Total
Program Services1939444ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4344040Total
Program Services4344040ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total247011Total
Program Services219742ProgramServices
Management And General27269ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Utilities11052911105291
Repairs & maintenance32937431117218202
Purchased Services22427131656069586644
Property taxes685342685342
Dietary8358478358407

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total403523Total
Program Services245822ProgramServices
Management And General157701ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total18514119Total
Program Services16388541ProgramServices
Management And General2125578ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1417794BOY
EOY1341153EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY0EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1427365BOY
EOY1489628EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1231011BOY
EOY903773EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY20957BOY
EOY20956EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY76041BOY
EOY82811EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis132010428LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec39137768LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY96281423BOY
EOY92872660EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
EOY89183EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY100454591BOY
EOY96800164EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2061243BOY
EOY1314452EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY47248401BOY
EOY45874111EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY924305BOY
EOY1132044EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY50233949BOY
EOY48320607EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY50220642BOY
EOY48479557EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY50220642BOY
EOY48479557EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY100454591BOY
EOY96800164EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6496CurrentTaxYearMinus4Years
Current Tax Year62209CurrentTaxYear
Total68705Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11345948CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13040378CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14438017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20487666CurrentTaxYearMinus1Year
Current Tax Year22403169CurrentTaxYear
Total81715178Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Total0Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

FieldValueIRS element (for citing)
Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

FieldValueIRS element (for citing)
Total0Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11352444CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years13040378CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years14438017CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20487666CurrentTaxYearMinus1Year
Current Tax Year22465378CurrentTaxYear
Total81783883Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50981783883PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years765087CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1451538CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1217447CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1503338CurrentTaxYearMinus1Year
Current Tax Year954885CurrentTaxYear
Total5892295Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years765087CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1451538CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1217447CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1503338CurrentTaxYearMinus1Year
Current Tax Year954885CurrentTaxYear
Total5892295Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Total0Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total87676178Total
FieldValueIRS element (for citing)
Public Support Percentage5090.93280PublicSupportPercentage509
Prior Year Support Percentage0.92500PriorYearSupportPercentage
Investment Income Percentage0.06720InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.07500PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis119801474OtherCostOrOtherBasis
Depreciation31203204Depreciation
Book Value88598270BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis7352260OtherCostOrOtherBasis
Depreciation4299997Depreciation
Book Value3052263BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3471937OtherCostOrOtherBasis
Depreciation2692025Depreciation
Book Value779912BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1384757OtherCostOrOtherBasis
Depreciation942542Depreciation
Book Value442215BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings92872660TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Rounding$1
Deposits$1,132,043
FieldValueIRS element (for citing)
Total Of Amounts1132044TotalOfAmounts

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1Masonic Charity Foundation of CTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 70AddressLine1
CityWallingfordCity
StateCTState
ZIP Code06492ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient061435920EINOfRecipient
IRC Section501 (c) (3)IRCSection
Amount Of Cash Grant7828AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Purpose Of Grantdonations to the Annual Appeal and the golf tnmt sponsorshipPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Scholarship program1916150
Resident support program662207costfinancial support provided to pay monthly fees

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgsBonus Related OrgsBonusRelatedOrgsOther Compensation Related OrgsOtherCompensationRelatedOrgsNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Related OrgsTotalCompensationRelatedOrgsBase Compensation Filing OrgBaseCompensationFilingOrgBonus Filing OrgBonusFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
Stephen B McPherson
4661633207263564718755841291
Jon Paul Venoit
167118338261112922152234225
James Standish
3232016514314314765403252

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSch J, Part I, Line 7Identifier
Return ReferencePart I, Line 7: Non-Fixed payments not listed aboveReturnReference
ExplanationCompensation to reward the senior managers for achieving quality, strategic and financial goals for the organization.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Financial Statements are publicly available throught EMMA and public securities markets. The governing documents, certificate of incorporation and related documents are on file with the CT Secretary of State's office. The conflict of interest policy is available upon request.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAnnually, officers, directors and senior employees are required to complete a conflict of interest disclosure questionnaire. The results of the officers' and directors' disclosures are reported at the board meetings. Senior employee disclosures are reported to the President. The entire process is coordinated by the Corporate Compliance Officer. All respondents are advised to report any changes during the year that my present a conflict of interest.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessMasonicare management reviews the tax return for completeness and accuracy. It is reviewed by the executive director and chairman of the board. The review process is then discussed with the full board. After responding to comments/questions, changes are made as appropriate and the return is finalized and filed.
Form 990, Part VI, Line 7aForm 990, Part VI, Line 7a: How Members or Shareholders Elect Governing BodyMasonicare Corporation, as sole corporate member, annually appoints the members of the governing body.
Form 990, Part VI, Line 6Form 990, Part VI, Line 6: Explanation of Classes of Members or ShareholderThe organization has a sole corportate member, Masonicare Corporation, with the right to 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNABusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Masonicare at Home Inc
PO Box 70WallingfordCT06492202377783Providecompanion/homemaker/personal care services to elderlyCT501(c)(3)9N/A
Masonicare Partners HomeHealth & Hospice
111 Founders Plaza Suite 200East HartfordCT06108260758992Provide home health services to clients of all agesCT501(c)(3)9N/A
Keystone Indemnity Company Ltd
126 College Street Suite 400BurlingtonVT05401030371612Provide insurance services to Masonicare affiliatesVT501(c)(3)11aNA
Masonicare Home Health and Hospice Inc
33 North Plains RoadWallingfordCT06492061101924Provide home health services to clients of all agesCT501(c)(3)9NA
Masonicare at Newtown Inc
PO Box 70WallingfordCT06492061070285Provided skilled nursing/assisted living services to elderlyCT501(c)(3)9NA
Masonicare Health Center
PO Box 70WallingfordCT06492060655131Provide comprehensive medical services to elderlyCT501(c)(3)3NA
Masonic Charity Foundation of CT
PO Box 70WallingfordCT06492061435920Provide planned giving and development support to affiliatesCT501(c)(3)11aNA
Masonicare Inc
PO Box 70WallingfordCT06492061435920Parent holding and support organization of affilate corp.CT501(c)(3)11bNA

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntity
Masonic Management Services
PO Box 70WallingfordCT06492061468972Provides management servicesCTNAC
Masonicare Primary Care Physicians PC
PO Box 70WallingfordCT06492061491820Physicians medical practiceCTNAC
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Masonicare at Home Inc
r23933
Masonicare at Newtown Inc
r2306
Masonicare Health Center
r248974
Masonic Charity Foundation of CT
q155813
Masonicare Inc
q7402090