2016-08-31T11:50:03-07:00 2015-09-30 990 2014-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036796400 PO Box 70 Wallingford CT 06492 James R Rude CFO 2016-08-31 2014 2016-09-27 15:27:22Z Hilde Sager PO Box 70 Wallingford CT 06492 28504671 false false X www.masonicare.org X 1981 CT See Schedule O. 13 11 265 150 0 16950 25334 25412872 25870678 1666772 1687477 934431 863367 28031025 28446856 91329 104615 0 6474632 6914006 0 0 14934236 14957815 21500197 21976436 6530828 6470420 100307509 97768800 55964912 55119377 44342597 42649423 Masonicare at Ashlar Village, an affiliate of Masonicare, is a not-for-proft Continuing Care Retirement Community, providing both independent and assisted living to people aged 55 and over. Following the traditions of Masonry, we are committed to creating the highest quality of life for our residents by fostering an environment of respect, independence and dignity.Masonicare at Ashlar Village is dedicated to maintaining the well being, independence and quality of life for all residents. We consistently strive to be recognized as the leading Continuing Care Retirement Community in the nation. Masonicare at Ashlar Village envisions a continuing partnership with Masonicare and other related resources in meeting the needs of our community--body, mind and spirit. false false 19869692 27560735 Masonicare at Ashlar Village is a continuing care retirement and assisted living community. The retirement community consists of 248 apartments,72 cottages and 40 villas. The occupancy percentage for the fiscal year ending September 2015 was 93.9%. The assisted living facility(Pond Ridge) consists of 137 units. The occupancy percentage for the fiscal year ending September 2015 was 83.8%. 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. 19869692 true false false false false false false false false false true false true false true false false true false false false false false false false false false true true true false false false false false false false false false false false false false false false false true false false false false true 60 0 true 265 true false false false false false false false false 0 false false false false false false false false false false X 13 11 false false false false true true true true true false true true true true true true true true true true false X X James R Rude 2036787857 22 Masonic Avenue Wallingford CT 06492 David A Gessert Vol-Chairman 1.00 0.00 X 0 0 0 Stephen W Petri Volunteer 1.00 0.00 X 0 0 0 Chester R Miller Vol-V Chairman 1.00 0.00 X 0 0 0 John Amarilios Vol-Treasurer 1.00 0.00 X 0 0 0 Stephen B McPherson CEO 1.00 40.00 X X 0 959801 32378 Jeff Flynn Volunteer 1.00 0.00 X 0 0 0 Richard G Claing Volunteer 1.00 0.00 X 0 0 0 Eloise Hazelwood Vol-Secretary 1.00 0.00 X 0 0 0 Roy Hucke Volunteer 1.00 0.00 X 0 0 0 Carol Isaacs Volunteer 1.00 0.00 X 0 0 0 Robert Lisenko Volunteer 1.00 0.00 X 0 0 0 Barbara F Lott Volunteer 1.00 0.00 X 0 0 0 Hilde Sager Executive Dir. 40.00 0.00 X X 123881 0 30209 Jon-Paul Venoit COO/Asst. Secy 1.00 40.00 X 0 335173 35446 James Rude Effective 010515 CFO/Asst. Treas 1.00 40.00 X 0 0 0 R Scott Thelen thru 110114 CFO/Asst Treas 1.00 40.00 X 0 423725 33297 Jason Reiger Ass't Administator 40.00 0.00 X 100933 0 4035 224814 1718699 135365 2 false true false Morrison Management Specialists Inc PO Box 102289 Atlanta GA 30268 Food Service 1551266 ABR Construction Inc PO Box 720 Wallingford CT 06492 Construction 898374 Precision Landscaping 54 Gracey Avenue Meriden CT 06451 Landscaping Service 367468 Makiaris Media Services 101 Centerpoint Drive Middletown CT 06457 Media Services 283796 Heritage Floor Covering Company 892 N Colony Road Wallingford CT 06492 Flooring Service 184803 10 25334 25334 Assisted Living Revenue 623990 8894833 8894833 Provision for Bad Debt -47307 -47307 Resident income 623000 17023152 17023152 25870678 1690057 1690057 0 0 59976 57815 2161 2161 2161 -2580 -2580 -2580 -2580 0 0 0 Cable TV 94300 94300 Catering 123873 123873 Hair Salon 134381 134381 508652 508652 861206 28446856 27560735 860787 45081 45081 59534 59534 0 0 167182 167182 0 5183207 4532032 651175 0 1155827 991834 163993 407790 345461 62329 785717 785717 6114 6114 12264 12264 0 0 0 11290 40 11250 0 45015 33934 11081 180010 180010 0 0 6650 6650 0 4806 1555 3251 3205683 3205683 0 4275857 4275857 364162 364162 Purchased Services 2397240 2229199 168041 Dietary 1056681 1056029 652 Utilities 1043582 1043582 Property taxes 765732 765732 797012 733317 63695 21976436 19869692 2106744 0 767814 768580 0 0 1797972 1935137 0 0 368964 126423 20956 20956 151637 133118 142370685 60241364 84539531 82129321 0 0 12593500 12593500 0 67135 61765 100307509 97768800 1546490 1836119 40498699 39179704 12593500 12593500 1326223 1510054 55964912 55119377 X 44342597 42649423 44342597 42649423 100307509 97768800 X 6470420 -8163594 X false true X true false X 54673 28187 13242 16950 24334 137386 24485352 25121695 26030500 26347303 26734045 128718895 0 0 0 24540025 25149882 26043742 26364253 26758379 128856281 0 0 128856281 1551784 1556565 1576915 1666772 1687477 8039513 0 1551784 1556565 1576915 1666772 1687477 8039513 0 0 26091809 26706447 27620657 28031025 28445856 136895794 0.94130 0.94460 0.05870 0.05540 X 127828519 49857898 77970621 7906664 5434794 2471870 4551366 3650618 900748 2084136 1298054 786082 82129321 12593500 Deposits 1491606 Est. settlements due third party payors 18448 1510054 true Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 34381 0 Cost Donations to the Annual Appeal Wallingford Firefighte 45 South Main Street Wallingford CT 06492 8900 0 Cost Donation 2 0 Resident support program 2 25334 cost Scholarship program 24 34200 Cost Grantmaker's Description of How Grants are Used Outright donations to governmental and 501(c)(3) organizations. X X X true true false false false false false true false false Hilde Sager Executive Dir. 123288 375 218 4964 25245 154090 Jon-Paul Venoit COO/Asst. Secy 293661 30000 11512 10350 25096 370619 R Scott Thelen thru 110114 CFO/Asst Treas 385303 37801 621 10316 22981 457022 Stephen B McPherson CEO 562665 35000 362136 10350 22028 992179 Part I, Line 7: Non-Fixed payments not listed above Compensation to reward senior management 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". Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has a sole corporate member, Masonicare Corporation, with the right to appoint the members of the governing body and to participate in the organization's governance. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Masonicare Corporation, as sole corporate member, annually appoints the members of the governing body. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Pursuant to the certificate of incorporation of the organization, Masonicare Corporation, as the sole corporate member, has certain reserved powers to make or approve certain actions of the governing body. These powers include the prior approval of amendments to the organization's certificate of incorporation and bylaws, approval of long range plans, budgets and material changes in budgets, mission statements and policies (including investment policies) as well as sales or transfers of assets, mergers and/or dissolutions and certificate of need applications. The sole corporate member's powers also include the appointment and removal of directors, the company's board chairman and independent audit firm. Form 990, Part VI, Line 11b: Form 990 Review Process Masonicare management reviews the tax return for completeness and accuracy. It is reviewed by the chief executive officer and chairman of the board. The tax return is also placed on a secured website that can be accessed by all board members for their review. At a full board meeting a discussion is held regarding comments/questions from board members. The tax return is then finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually, officers, board members and senior employees are required to complete a conflict of interest disclosure. The corporate compliance officer annotates the results to determine if, and if so to what extent, a conflict of interest exists. The results of the officer and director disclosures are first reviewed by the board chairman and then reported at the board meetings. Any officer or board member shall not make or second motions or vote (other than abstain) on matters if a conflict of interest exists, whether or not the officer or board member had an opportunity to make a written disclosure through the formalized process. Senior employee disclosures are reported to the president and chief executive officer and chief operating officer. The entire process is coordinated by the corporate compliance officer. All respondents are advised of their continuing duty to disclose any possible conflict of interest that may arise during the course of their service. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The compensation committee of Masonicare Corporation, engages an independent firm to certify the reasonableness of the compensation of the executive management group of the organization annually. This process was completed in November 2014. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees See response for Form 990, Part VI, Question 15a. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Masonicare Corporation financial statements are publicly available through EMMA and public securities markets. The financial statements of Masonicare at Ashlar Village are included in the Masonicare Corporation consolidated financial statements. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Affiliate balances = $7681826 Other Changes In Net Assets Or Fund Balances - Other Decreases Investment in affiliate adjustment = -$15845420 Form 990,Part VII,Section A,Line 1a-Trustees Hours related for volunteer trustees (column B) are the estimated hours per week that the volunteer trustees contribute to this and all other related exempt organizations, not necessarily equally but in the proportion required for which they receive no compensation. Related organizations include, Masonicare Inc.,Masonic Charity Foundation of CT, Masonicare Health Center, Masonicare at Newtown, Inc, Masonicare at Home Inc, Masonicare Home Health and Hospice Inc, Masonicare Partners Home Health and Hospice, Masonicare at Mystic Inc and Keystone Indemnity Company LTD. Part X, Line 20, TE Bond Liabilities Masonicare at Ashlar Village, Inc. is a member of the Masonicare obligated group that is responsible for the repayment of the Series C and Series E Bonds issued by Masonicare, Inc. in 2007 and 2011. The current outstanding bond balance is $98,869,224. Masonicare Inc PO Box 70 Wallingford CT 06492 061435920 Parent holding and support organization CT 501(c)(3) 11c NA false Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 Provide planned giving and development CT 501(c)(3) 7 NA false Masonicare Health Center PO Box 70 Wallingford CT 06492 060655131 Provide medical services to elderly CT 501(c)(3) 9 NA false Masonicare at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/asstd lvg svcs CT 501(c)(3) 9 NA false Masonicare Home Health and Hospice Inc PO Box 70 Wallingford CT 06492 061101924 Provide home health services CT 501(c)(3) 9 NA false Keystone Indemnity Company Ltd 126 College Street Suite 400 Burlington VT 05401 030371612 Provide insurance services to Masonicare VT 501(c)(3) 11a NA false Masonicare Partners Home Health & Hospic 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services CT 501(c)(3) 9 Masonicare Home Health & Hospice65 false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly CT 501(c)(3) 9 N/A false Masonicare at Mystic Inc PO Box 70 Wallingford CT 06492 464656008 Manage senior living facility CT 501(c)3 9 Masonicare at Ashlar Village false Senior Living by Masonicare LLC PO Box 70 Wallingford CT 06492 364784728 Provide services to the elderly CT Masonicare at Mystic false true 0.78130 Masonicare Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Physicians medical practice CT NA C Corp false Masonic Management Services PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C Corp false false false false false false false false false false true false false true false false true true false false Masonicare Inc m 785717 Cost Masonicare Inc p 6214729 Cost Masonic Charity Foundation of CT j 59976 Cost Masonic Charity Foundation of CT p 265228 Cost Masonicare Health Center q 303244 Cost Masonicare at Home Inc j 15000 Cost Masonicare at Mystic Inc q 848403 Cost Senior Living by Masonicare LLC p 56660 Cost Masonicare Primary Care Physicians PC q 78262 Cost