MASONICARE CORPORATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MASONICARE CORPORATION (EIN 06-1435919)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202412289349301761
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T12:04:13+00:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF OConnor Davies Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Mamaroneck Avenue Suite 301 | AddressLine1Txt |
| City | Harrison | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061435919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 2036787857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1Txt |
| City | Wallingford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Beaulieu | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2036795555 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Garrett M Higgins | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON-PAUL VENOIT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1Txt |
| City | Wallingford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,031,560 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | MASONICARE IS A PARENT HOLDING COMPANY AND SUPPORT ORGANIZATION FOR ITS AFFILIATE CORPORATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $867 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,470,902 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,748,396 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,240 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,239,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,135 | PYOtherRevenueAmt |
| CY Other Revenue | $2,702,871 | CYOtherRevenueAmt |
| PY Total Revenue | $7,601,144 | PYTotalRevenueAmt |
| CY Total Revenue | $15,691,064 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,645,816 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,048,936 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,760,332 | PYOtherExpensesAmt |
| CY Other Expenses | $5,079,118 | CYOtherExpensesAmt |
| PY Total Expenses | $15,408,898 | PYTotalExpensesAmt |
| CY Total Expenses | $16,128,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,807,754 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$436,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,868,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,380,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,354,803 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $123,719,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$80,486,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$75,338,869 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MASONICARE IS A PARENT HOLDING COMPANY AND SUPPORT ORGANIZATION FOR ITS AFFILIATE CORPORATIONS (COLLECTIVELY REFERRED TO AS "MASONICARE 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $16,128,054 | ExpenseAmt |
| Revenue | $7,748,396 | RevenueAmt |
| Desc | Provides management support for its affiliates who provide geriatric care services, hospital services, management services, fundraising 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. | Desc |
| Total Program Service Expenses | $16,128,054 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN D BEAULIEU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036787857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 MASONIC AVENUE | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BONNIE MCWAIN | |||||||||
| SECRETARY | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER J EARLE | |||||||||
| VICE CHAIRMAN | 1.0 | 8.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NEWTON BUCKNER | |||||||||
| TREASURER | 1.0 | 7.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F POLITO JR | |||||||||
| CHAIRMAN | 1.0 | 7.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE R BELLMORE | |||||||||
| TRUSTEE thru 03/31/2023 | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD C PAGE | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH J PORCO | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN J HECHT | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURA MICHNOWSKI | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| LES B KING | |||||||||
| TRUSTEE (EFFECTIVE 4/1/23 THRU 7/22/23) | 1.0 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK WINNE | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK BIRNEY | |||||||||
| TRUSTEE (EFFECTIVE 10/1/22 THRU 11/7/22) | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| RINALDO MAGLIANO | |||||||||
| TRUSTEE (EFFECTIVE 7/23/23) | 1.0 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J FURCE | |||||||||
| TRUSTEE | 1.0 | 7.0 | Yes (X) | $0 | $0 | $0 | |||
| SHELBY JACKSON | |||||||||
| TRUSTEE (EFFECTIVE 11/8/22) | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN KOTY | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| THADDEUS M STEWART | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| THEODORE J NELSON | |||||||||
| TRUSTEE | 1.0 | 6.0 | Yes (X) | $0 | $0 | $0 | |||
| JON-PAUL VENOIT | |||||||||
| PRESIDENT AND CEO, ASSISTANT SECRETARY | 40.0 | 8.0 | Yes (X) | $717,186 | $0 | $52,193 | |||
| STEVEN D BEAULIEU | |||||||||
| CFO, ASSISTANT TREASURER | 40.0 | 8.0 | Yes (X) | $275,148 | $0 | $47,278 | |||
| EDWARD DOOLING | |||||||||
| CHIEF OF HEALTHCARE SERVICE (EFFECTIVE 10/9/22) | 40.0 | 0 | $212,704 | $0 | $11,729 | Yes (X) | |||
| ANN COLLETTE KRANTZ | |||||||||
| CHIEF OF STRATEGY (EFFECTIVE 10/9/22) | 40.0 | 0 | $202,899 | $0 | $47,519 | Yes (X) | |||
| BRIAN RICHARD | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0 | $219,256 | $0 | $54,530 | Yes (X) | |||
| HOLLY WARNER | |||||||||
| REGIONAL DIRECTOR SALES MARKETING | 40.0 | 0 | $157,329 | $0 | $45,300 | Yes (X) | |||
| PATRICIA MOORE | |||||||||
| DIRECTOR OF ACCOUNTING | 40.0 | 0 | $147,120 | $0 | $34,785 | Yes (X) | |||
| RONALD SCHWARTZ | |||||||||
| SENIOR DIRECTOR OF CONTINUUM HEALTH SERVICESCARE | 40.0 | 0 | $269,433 | $0 | $37,817 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,201,075 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $331,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BLANKROME | ||||||
| 501 GRANT STREET | UNION TRUST BUILDING | PITTSBURGH | PA | 15219 | LEGAL | $659,496 |
| PC CONNECTION | ||||||
| 730 MILFORD RAD | MERRIMACK | NH | 03054 | IT SERVICES | $642,608 | |
| PRESISIO NETWORKED SOLUTIONS GROUP LLC | ||||||
| PO BOX 677638 | DALLAS | TX | 75267 | IT SERVICES | $547,439 | |
| MICROSOFT CORPORATION | ||||||
| ONE MICROSOFT WAY | REDMOND | WA | 98052 | IT SERVICES | $480,183 | |
| NETSMART | ||||||
| 11100 NALL AVE | OVERLAND PARK | KS | 66211 | IT SERVICES | $427,044 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 623311 | BusinessCd |
| Total Revenue Column | $7,748,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,748,396 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,748,396 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,239,797 | TotalRevenueColumnAmt |
| Exclusion | $5,239,797 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $399,861 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $340,496 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,365 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,365 | TotalRevenueColumnAmt |
| Exclusion | $59,365 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| VENDING AND OTHER | 900099 | $4,087 | $4,087 |
| Settlement Agreeemnt | $2,639,419 | $2,639,419 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,643,506 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,691,064 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,748,396 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,942,668 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,160 | TotalAmt |
| Program Services | $1,348,160 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,682,924 | TotalAmt |
| Program Services | $6,682,924 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $787,608 | TotalAmt |
| Program Services | $787,608 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,256 | TotalAmt |
| Program Services | $1,611,256 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,988 | TotalAmt |
| Program Services | $618,988 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,544 | TotalAmt |
| Program Services | $57,544 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,618 | TotalAmt |
| Program Services | $970,618 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,495 | TotalAmt |
| Program Services | $67,495 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,185 | TotalAmt |
| Program Services | $66,185 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,935 | TotalAmt |
| Program Services | $402,935 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,509 | TotalAmt |
| Program Services | $369,509 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,416 | TotalAmt |
| Program Services | $125,416 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,185 | TotalAmt |
| Program Services | $6,185 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,546 | TotalAmt |
| Program Services | $1,067,546 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,061 | TotalAmt |
| Program Services | $1,400,061 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,212 | TotalAmt |
| Program Services | $66,212 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RECRUITMENT AND RETENTION | $260,922 | $260,922 |
| REPAIRS & MAINTENANCE | $80,490 | $80,490 |
| COMMUNITY/FRATERNAL RELATIONS | $75,985 | $75,985 |
| LICENSES & MEBERSHIPS | $16,497 | $16,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,518 | TotalAmt |
| Program Services | $20,518 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,128,054 | TotalAmt |
| Program Services | $16,128,054 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,043 | BOYAmt |
| EOY | $1,571,788 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,197 | BOYAmt |
| EOY | $1,253 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,146,744 | BOYAmt |
| EOY | $3,296,784 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,768 | BOYAmt |
| EOY | $82,589 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,395 | BOYAmt |
| EOY | $914,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,463,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,578,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,503,650 | BOYAmt |
| EOY | $9,884,433 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,976 | BOYAmt |
| EOY | $1,916,180 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,581,018 | BOYAmt |
| EOY | $26,581,018 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,675,651 | BOYAmt |
| EOY | $4,132,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,868,442 | BOYAmt |
| EOY | $48,380,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,241,371 | BOYAmt |
| EOY | $3,389,287 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,987,661 | BOYAmt |
| EOY | $97,002,793 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,114 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,388,000 | BOYAmt |
| EOY | $4,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,737,771 | BOYAmt |
| EOY | $19,313,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,354,803 | BOYAmt |
| EOY | $123,719,674 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$80,486,361 | BOYAmt |
| EOY | -$75,338,869 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$80,486,361 | BOYAmt |
| EOY | -$75,338,869 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,868,442 | BOYAmt |
| EOY | $48,380,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$436,990 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $5,584,482 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MASONICARE HEALTH CENTER INC | ||||
| 060655131 | 3 | Yes (true) | $8,171,627 | $0 |
| MASONICARE AT ASHLAR VILLAGE INC | ||||
| 061050830 | 9 | Yes (true) | $0 | $0 |
| MASONICARE HOME HEALTH AND HOSPICE | ||||
| 061101924 | 9 | Yes (true) | $399,488 | $0 |
| MASONICARE AT HOME INC | ||||
| 202377783 | 9 | Yes (true) | $0 | $0 |
| MASONIC CHARITY FOUNDATION OF CT | ||||
| 061435920 | 7 | Yes (true) | $0 | $0 |
| MASONICARE AT CHESTER VILLAGE | ||||
| 822936624 | 9 | false | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $8,571,115 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I Additional Supplemental Information | Masonicare Corporation provides services to its supported organizations to enable them to accomplish their charitable missions. Financial support is provided on an as needed basis. |
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | FIVE OF THE SEVEN SUPPORTED ORGANIZATIONS ARE NAMED IN MASONICARE CORPORATION'S GOVERNING DOCUMENTS. MASONICARE CORPORATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE OTHER TWO SUPPORTED ORGANIZATIONS-MASONICARE AT MYSTIC, INC. AND MASONICARE AT CHESTER VILLAGE, INC. MASONICARE AT MYSTIC, INC. WAS FORMED IN 2014 AND MASONICARE AT CHESTER VILLAGE, INC. WAS FORMED IN 2017 BOTH ARE PART OF THE MASONICARE CONTINUUM OF CARE. THERE IS A SUBSTANTIAL IDENTITY OF INTERESTS BETWEEN MASONICARE CORPORATION AND MASONICARE AT MYSTIC, INC. AND MASONICARE AT CHESTER VILLAGE, INC. NOT ONLY DO THE ORGANIZATIONS SHARE COMMON GOVERNANCE (AS FURTHER DESCRIBED BELOW), BUT THE ORGANIZATIONS CONNECTED THROUGH THE MASONICARE NAME, WHICH HAS BEEN TRUSTED IN CONNECTICUT FOR MORE THAN 100 YEARS. |
| Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies | THE SUPPORTED ORGANIZATIONS HAD A SIGNIFICANT VOICE IN MASONICARE CORPORATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF MASONICARE CORPORATION'S INCOME AND ASSETS AT ALL TIMES DURING THE TAX YEAR. SPECIFICALLY, DURING THE TAX YEAR THE MEMBERS OF THE BOARD OF TRUSTEES OF MASONICARE CORPORATION WERE ALSO ON THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATIONS. BECAUSE OF THE BOARD OF TRUSTEES OF MASONICARE CORPORATION HAS CHARGE, CONTROL AND MANAGEMENT OF THE PROPERTY, AFFAIRS, AND FUNDS OF MASONICARE CORPORATION, THE SIGNIFICANT BOARD OVERLAP ASSURED THAT EACH OF THE SUPPORTED ORGANIZATIONS HAD A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES, THE TIMING AND MAKING OF GRANTS, AND IN OTHERWISE DIRECTING THE USE OF THE INCOME AND ASSETS OF MASONICARE CORPORATION. |
| Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee | MASONICARE CORPORATION HAS THE POWER TO APPOINT OR ELECT A MAJORITY OF THE OFFICERS AND DIRECTORS OF EACH OF ITS SUPPORTED ORGANIZATIONS. |
| Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities | MASONICARE CORPORATION EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. SPECIFICALLY, MASONICARE CORPORATION SERVES AS THE PARENT ORGANIZATION (SOLE CORPORATE MEMBER) OF EACH OF THE SUPPORTED ORGANIZATIONS AND, IN ADDITION TO HAVING THE POWER TO APPOINT AND REMOVE THE DIRECTORS, ALSO HAS RESERVED POWERS THAT INCLUDE APPROVAL OF ALL LONG RANGE PLANS, APPROVAL OF THE ANNUAL BUDGET, APPROVAL OF THE WRITTEN INVESTMENT POLICY AND INVESTMENT MANAGERS OF ALL SIGNIFICANT INVESTMENTS, APPROVAL OF ALL WRITTEN POLICIES AND PROCEDURES WHICH ARE RELEVANT TO MISSION, VISION AND VALUES, AND APPROVAL OF SIGNIFICANT CORPORATE TRANSACTIONS WITH RESPECT TO EACH OF THE SUPPORTED ORGANIZATIONS. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,314,927 | BeginningYearBalanceAmt |
| Contributions | $63,401 | ContributionsAmt |
| Investment Earnings Or Losses | $1,772,860 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $242,823 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,574 | OtherExpendituresAmt |
| End Year Balance | $87,901,791 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,482,467 | BeginningYearBalanceAmt |
| Contributions | $2,551,822 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,512,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $196,479 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,843 | OtherExpendituresAmt |
| End Year Balance | $86,314,927 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,884,852 | BeginningYearBalanceAmt |
| Contributions | $457,427 | ContributionsAmt |
| Investment Earnings Or Losses | $3,659,627 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $192,064 | GrantsOrScholarshipsAmt |
| Other Expenditures | $327,375 | OtherExpendituresAmt |
| End Year Balance | $88,482,467 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,052,687 | BeginningYearBalanceAmt |
| Contributions | $574,456 | ContributionsAmt |
| Investment Earnings Or Losses | $610,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $170,327 | GrantsOrScholarshipsAmt |
| Other Expenditures | $182,178 | OtherExpendituresAmt |
| End Year Balance | $84,884,852 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,388,408 | BeginningYearBalanceAmt |
| Contributions | $737,160 | ContributionsAmt |
| Investment Earnings Or Losses | -$937,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,004 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,515 | OtherExpendituresAmt |
| End Year Balance | $84,052,687 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9619 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0381 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,792,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,666,976 | DepreciationAmt |
| Book Value | $7,125,892 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,010 | DepreciationAmt |
| Book Value | $5,782 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,084,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,419,425 | DepreciationAmt |
| Book Value | $2,664,794 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,495,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,407,272 | DepreciationAmt |
| Book Value | $87,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,884,433 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARIES | Desc |
| Book Value | $26,581,018 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $26,581,018 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RECOVERY OF EST INSURANCE LIABILITY | $1,321,936 |
| UNDER TRUST FOR SELF INS. LIABILITIES | $3,754,136 |
| DUE FORM AFFILIATES | -$943,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,132,130 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EMPLOYEE BENEFITS | $261,662 |
| ACCRUED POST RETIREMENT BEN L/T | $7,136,317 |
| DEPOSITS | |
| EST SETTLEMENTS DUE THIRD PARTY PAY | $900,624 |
| EST INS LIAB THROUGH COMM PAYORS | $1,321,936 |
| LOAN PAYABLE KEYSTONE | $4,456,568 |
| SELF INSURANCE LIABILITIES | $5,236,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,313,480 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | The organizations custodial liability consists of resident security deposits. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The endowment funds are used to support the philanthropic mission and activities of Masonicare Corporation and its affiliates. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | MASONICARE ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, MASONICARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IT IF IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MASONICARE DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. MASONICARE ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2020 ONWARDS ARE ELIGIBLE FOR AUDIT BY THE IRS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JON-PAUL VENOIT | ||||||||||||||
| PRESIDENT AND CEO, ASSISTANT SECRETARY | $664,976 | $0 | $30,000 | $0 | $22,210 | $0 | $11,202 | $0 | $40,991 | $0 | $769,379 | $0 | $0 | $0 |
| STEVEN D BEAULIEU | ||||||||||||||
| CFO, ASSISTANT TREASURER | $247,662 | $0 | $3,000 | $0 | $24,486 | $0 | $10,056 | $0 | $37,222 | $0 | $322,426 | $0 | $0 | $0 |
| EDWARD DOOLING | ||||||||||||||
| CHIEF OF HEALTHCARE SERVICE (EFFECTIVE 10/9/22) | $196,249 | $0 | $3,000 | $0 | $13,455 | $0 | $8,281 | $0 | $3,448 | $0 | $224,433 | $0 | $0 | $0 |
| RONALD SCHWARTZ | ||||||||||||||
| SENIOR DIRECTOR OF CONTINUUM HEALTH SERVICESCARE | $265,869 | $0 | $0 | $0 | $3,564 | $0 | $10,652 | $0 | $27,165 | $0 | $307,250 | $0 | $0 | $0 |
| BRIAN RICHARD | ||||||||||||||
| CHIEF INFORMATION OFFICER | $218,127 | $0 | $0 | $0 | $1,129 | $0 | $8,891 | $0 | $45,639 | $0 | $273,786 | $0 | $0 | $0 |
| ANN COLLETTE KRANTZ | ||||||||||||||
| CHIEF OF STRATEGY (EFFECTIVE 10/9/22) | $198,045 | $0 | $3,000 | $0 | $1,854 | $0 | $8,393 | $0 | $39,126 | $0 | $250,418 | $0 | $0 | $0 |
| HOLLY WARNER | ||||||||||||||
| REGIONAL DIRECTOR SALES MARKETING | $97,746 | $0 | $59,150 | $0 | $433 | $0 | $6,606 | $0 | $38,694 | $0 | $202,629 | $0 | $0 | $0 |
| PATRICIA MOORE | ||||||||||||||
| DIRECTOR OF ACCOUNTING | $145,164 | $0 | $0 | $0 | $1,956 | $0 | $6,041 | $0 | $28,744 | $0 | $181,905 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | COMPENSATION TO REWARD EMPLOYEES FOR ACHIEVING ANNUAL QUALITY, STRATEGIC AND FINANCIAL GOALS FOR THE ORGANIZATION FOR AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II) "BONUS AND INCENTIVE COMPENSATION". | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT HEALTH AND EDUCATION FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 060806186 | BondIssuerEIN |
| CUSIP | 20774YW86 | CUSIPNum |
| Bond Issued | 2016-11-15 | BondIssuedDt |
| Issue Price | $122,222,403 | IssuePriceAmt |
| Purpose | REFINANCE BONDS FOR '07 & '12 CAPITAL PROJECTS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $22,315,195 | RetiredAmt |
| Total Proceeds | $122,277,647 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,839,257 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,152,245 | CapitalExpendituresAmt |
| Other Spent Proceeds | $115,286,145 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Line 3 Investment Earnings | The difference between the issue price and total proceeds of issue is due to investment earnings. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: CONNECTICUT HEALTH AND EDUCATION FACILITIES AUTHORITY The calculation for computing no rebate due was performed on 08/11/2021 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE OF THE BOARD, THAT SHALL HAVE THE POWER TO TRANSACT ALL BUSINESS OF THE GOVERNING BODY WHEN THE BOARD IS NOT IN SESSION. THE EXECUTIVE COMMITTEE MEMBERS ARE THE OFFICERS OF THE GOVERNING BODY, THE GRANDMASTER OF THE MASONIC GRAND LODGE A.F.& A.M. OF CONNECTICUT, AND AN ADDITIONAL TRUSTEE APPOINTED BY THE GOVERNING BODY. THE EXECUTIVE COMMITTEE INTERPRETS POLICY, ADVISES ON ISSUES RELATING TO OPERATIONAL NEEDS AND REVIEWS THE CONDUCT OF GOVERNING BODY MEMBERS AS WELL AS CARRIES OUT THE WORK OF THE GOVERNING BODY WITH RESPECT TO STAFF COMPENSATION AND HUMAN RESOURCES ISSUES AND GOVERNING BODY SELF EVALUATION. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | MASONICARE MANAGEMENT AND OUR EXTERNAL ACCOUNTANTS REVIEW THE FORM 990 AND SUPPLEMENTAL SCHEDULES FOR COMPLETENESS AND ACCURACY. IT IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS ALSO PLACED ON A SECURED WEBSITE THAT CAN BE ACCESSED BY ALL BOARD MEMBERS FOR THEIR REVIEW. AT A FULL BOARD MEETING A DISCUSSION IS HELD REGARDING COMMENTS/QUESTIONS FROM BOARD MEMBERS. THE FORM 990 AND SUPPLEMENTAL SCHEDULES IS THEN FINALIZED AND FILED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ANNUALLY, OFFICERS, DIRECTORS AND SENIOR EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE. THE CORPORATE COMPLIANCE OFFICER ANNOTATES THE RESULTS TO DETERMINE IF, AND TO WHAT EXTENT, A CONFLICT OF INTEREST EXISTS. THE RESULTS OF THE OFFICER AND BOARD MEMBER DISCLOSURES ARE FIRST REVIEWED BY THE BOARD CHAIRMAN AND THEN REPORTED AT THE BOARD MEETINGS. ANY OFFICER OR BOARD MEMBER SHALL NOT MAKE OR SECOND MOTIONS OR VOTE (OTHER THAN ABSTAIN) ON MATTERS IF A CONFLICT OF INTEREST EXISTS, WHETHER OR NOT THE OFFICER OR BOARD MEMBER HAD AN OPPORTUNITY TO MAKE A WRITTEN DISCLOSURE THROUGH THE FORMALIZED PROCESS. SENIOR EMPLOYEE DISCLOSURES ARE REPORTED TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THE ENTIRE PROCESS IS COORDINATED BY THE CORPORATE COMPLIANCE OFFICER. ALL RESPONDENTS ARE ADVISED OF THEIR CONTINUING DUTY TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST THAT MAY ARISE DURING THE COURSE OF THEIR SERVICE |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE COMPENSATION COMMITTEE OF THE BOARD ENGAGES AN INDEPENDENT FIRM TO CERTIFY THE REASONABLENESS OF THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION ANNUALLY. THE COMPENSATION COMMITTEE APPROVES COMPENSATION BASED ON MARKET DATA ANALYSIS. THE COMMITTEES DELIBERATIONS ARE REFLECTED IN ITS MINUTES. THE PROCESS WAS COMPLETED IN MAY 2023. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CAPITAL DISTRIBUTED TO RELATED ENTITIES - -591376; MINIMUM PENSION LIABILITY - 3675858; TRANSFERS FROM MASONIC CHARITY FOUNDATION - 2500000; |
| FORM 990, PART VI, LINE 15B - COMPENSATION OF ORGANIZATION'S OFFICERS AND KEY EMPLOYEES | THE CEO RECOMMENDS ANY SALARY ADJUSTMENTS OF THE EXECUTIVE LEADERSHIP, USING THE RESULTS OF THE VALUATION STUDY AND HIS ASSESSMENT OF INDIVIDUAL PERFORMANCE OR OTHER PERTINENT INFORMATION. THE PROPOSED EXECUTIVE SALARY CHANGES ARE PROVIDED TO THE COMPENSATION COMMITTEE. THE PROCESS WAS COMPLETED IN MAY 2023 FOR THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF OF HEALTHCARE SERVICES, CHIEF OF STRATEGY, VICE PRESIDENT OF HUMAN RESOURSES, VICE PRESIDENT OF MISSION EFFECTIVENESS, EXECUTIVE DIRECTOR OF MASONICARE AT MYSTIC, EXECUTIVE DIRECTOR OF MASONICARE AT CHESTER VILLAGE, EXECUTIVE DIRECTOR OF MASONIC CHARITY FOUNDATION, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, HEALTH AND HOSPICE, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, LTC ADMINISTRATOR OF MASONICARE HEALTH CENTER. |
| FORM 990, PART VII, SECTION A, LINE 1A - TRUSTEES | HOURS RELATED FOR VOLUNTEER TRUSTEES (COLUMN B) ARE THE ESTIMATED HOURS PER WEEK THAT THE VOLUNTEER TRUSTEES CONTRIBUTE TO THIS AND ALL OTHER RELATED ORGANIZATIONS, NOT NECESSARILY EQUALLY BUT IN THE PROPORTION REQUIRED FOR EACH OF THEM, FOR WHICH THEY RECEIVE NO COMPENSATION. RELATED ORGANIZATIONS INCLUDE, MASONIC CHARITY FOUNDATION OF CT, MASONICARE HEALTH CENTER, INC., MASONICARE AT ASHLAR VILLAGE INC., MASONICARE HOME HEALTH AND HOSPICE INC., MASONICARE AT HOME INC., MASONICARE AT MYSTIC INC., MASONICARE AT CHESTER VILLAGE INC. AND KEYSTONE INDEMNITY COMPANY LTD. |
| FORM 990, PART X, LINE 20 - TE BOND LIABILITIES | THE MASONICARE OBLIGATED GROUP IS RESPONSIBLE FOR THE REPAYMENT OF THE SERIES F BONDS ISSUED BY MASONICARE CORPORATION ON NOVEMBER 15, 2016. THE MEMBERS OF THE OBLIGATED GROUP ARE MASONICARE CORPORATION, MASONIC CHARITY FOUNDATION OF CT, MASONICARE HEALTH CENTER, INC., MASONICARE AT ASHLAR VILLAGE, INC., MASONICARE AT HOME, INC., MASONICARE HOME, HEALTH AND HOSPICE, INC. AND MASONICARE AT CHESTER VILLAGE (EFFECTIVE 09/30/2021) THE CURRENT OUTSTANDING BOND BALANCE IS $93,470,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MASONIC CHARITY FOUNDATION OF CT | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061435920 | PROVIDE PLANNED GIVING AND DEVELOPMENT | CT | 501(c)(3) | 7 | Masonicare Corporation | Yes (true) |
| MASONICARE HEALTH CENTER INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060655131 | PROVIDE MEDICAL SERVICES TO ELDERLY | CT | 501(c)(3) | 10 | Masonicare Corporation | Yes (true) |
| MASONICARE AT ASHLAR VILLAGE INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061050830 | CCRC AND ASSISTED LIVING COMMUNITY | CT | 501(c)(3) | 10 | Masonicare Corporation | Yes (true) |
| MASONICARE AT CHESTER VILLAGE INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 822936624 | CONTINUING CARE RETIREMENT COMMUNITY | CT | 501(c)(3) | 10 | Masonicare Corporation | Yes (true) |
| MASONICARE HOME HEALTH AND HOSPICE INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061101924 | PROVIDE HOME HEALTH/HOSPICE SERVICES | CT | 501(c)(3) | 10 | Masonicare Corporation | Yes (true) |
| MASONICARE AT HOME INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 202377783 | PROVIDE HOME SERVICES TO THE ELDERLY | CT | 501(c)(3) | 10 | Masonicare Corporation | Yes (true) |
| KEYSTONE INDEMNITY COMPANY LTD | ||||||||||
| 126 COLLEGE STREET SUITE 400 | BURLINGTON | VT | 05401 | 030371612 | PROVIDE INSURANCE SERVICES TO MASONICARE | CT | 501(c)(3) | Type III-FI | Masonicare Corporation | Yes (true) |
| MASONICARE AT MYSTIC INC | ||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 464656008 | MANAGE SENIOR LIVING FACILITY | CT | 501(c)(3) | Type I | MASONICARE AT ASHLAR VILLAGE | false |
| AF & AM OF CT GRAND LODGE | ||||||||||
| 69 MASONIC AVENUE | WALLINGFORD | CT | 06492 | 060243277 | MASONIC FRATERNAL ORGANIZATION | CT | 501(c)(10) | NA | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR LIVING BY MASONICARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364784728 | EIN |
| Primary Activities | PROVIDE SERVICES TO THE ELDERLY | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare at Mystic | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENM SENIOR CARE CONSULTING GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Masonic Avenue | AddressLine1Txt |
| City | Wallingford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871834093 | EIN |
| Primary Activities | Consulting | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $133,575 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $15,000 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASONIC CHARITY FOUNDATION OF CT | ||
| Q | $1,420,486 | COST |
| MASONIC CHARITY FOUNDATION OF CT | ||
| S | $2,500,000 | COST |
| MASONICARE HEALTH CENTER | ||
| K | $90,000 | COST |
| MASONICARE HEALTH CENTER | ||
| L | $3,259,009 | COST |
| MASONICARE HEALTH CENTER | ||
| P | $5,002,618 | COST |
| MASONICARE AT ASHLAR VILLAGE INC | ||
| L | $1,030,278 | COST |
| MASONICARE AT ASHLAR VILLAGE INC | ||
| Q | $7,408,392 | COST |
| MASONICARE HOME HEALTH AND HOSPICE INC | ||
| L | $2,178,755 | COST |
| MASONICARE HOME HEALTH AND HOSPICE INC | ||
| Q | $1,779,267 | COST |
| MASONICARE AT HOME INC | ||
| L | $275,602 | COST |
| MASONICARE AT HOME INC | ||
| Q | $440,609 | COST |
| KEYSTONE INDEMNITY COMPANY LTD | ||
| M | $316,548 | COST |
| MASONICARE AT MYSTIC INC | ||
| Q | $133,026 | COST |
| MASONICARE AT CHESTER VILLAGE INC | ||
| L | $335,869 | COST |
| MASONICARE AT CHESTER VILLAGE INC | ||
| Q | $756,269 | COST |
| MASONICARE AT MYSTIC INC | ||
| L | $627,200 | Cost |
| Masonicare at Chester Village | ||
| A | $133,263 | Cost |
| AF & AM OF CT GRAND LODGE | ||
| M | $65,000 | Cost |