2014-08-14T11:15:58-07:00 2013-09-30 990 2012-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036787857 PO Box 70 Wallingford CT 06492 R Scott Thelen 2014-08-14 2012 2015-11-30 17:44:51Z 27678942 false false X www.masonicare.org X 1981 CT See Schedule O. 14 12 255 150 0 28187 13242 24256621 25157852 1553515 1576091 868124 873472 26706447 27620657 64821 67136 0 6185844 6364425 0 0 13828574 14205783 20079239 20637344 6627208 6983313 92635485 90149962 47077263 43637259 45558222 46512703 Masonicare 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. false false 18849948 25157852 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 2013 was 94.44%. The assisted living facility(Pond Ridge) consists of 136 units. The occupancy percentage for the fiscal year ending September 2013 was 86.76%. 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. 18849948 true false false false false false false false false false true false false false true false false false 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 54 0 true 255 true false false false false false false false false 0 false false false false false false false false false false X 14 12 false false false false true true true true true false false true true true true true true true false false X X R Scott Thelen 2036787857 22 Masonic Avenue Wallingford CT 06492 Chester R Miller 1.00 0.00 X 0 0 0 Barbara F Lott 1.00 0.00 X 0 0 0 Robert Lisenko 1.00 0.00 X 0 0 0 Philip Lint 1.00 0.00 X 0 0 0 Eloise Hazelwood 1.00 0.00 X 0 0 0 Kenneth Greenhill 1.00 0.00 X 0 0 0 Jeff Flynn 1.00 0.00 X 0 0 0 Georgia Erickson 1.00 0.00 X 0 0 0 R Scott Thelen 1.00 40.00 X X 0 312439 36385 Stephen B McPherson 1.00 40.00 X X 0 857762 30646 Jon-Paul Venoit 1.00 40.00 X X 0 163702 26613 John Amarilios 1.00 0.00 X X 0 0 0 Scott T Sherrick 1.00 0.00 X X 0 0 0 Carol E Memmott 1.00 0.00 X X 0 0 0 David A Gessert 1.00 0.00 X X 0 0 0 1333903 93644 0 false true false Precision Landscaping 54 Gracey Avenue Meriden CT 06451 Land Scaping Service 363925 Morrison Management Specialists Inc PO Box 102289 Atlanta GA 30268 Food Service 1415399 Masonicare Inc PO Box 70 Wallingford CT 06492 Management Services 610800 Heritage Floor Covering 892 North Colony Road Wallinford CT 06492 Floor Covering 438112 ABR Construction Inc PO Box 720 Wallingford CT 06492 Construction 668077 12 13242 13242 Resident income 623000 16417802 16417802 Assisted Living Revenue 623990 8740050 8740050 25157852 1576915 1576915 0 0 59976 58285 1691 1691 1691 -824 -824 -824 -824 0 0 0 Hair Salon 144316 144316 Guest Meals 117888 117888 Catering 146180 146180 463397 463397 871781 27620657 25157852 2449563 25662 25662 41474 41474 0 0 0 0 4901605 4242749 658856 0 1113138 916800 196338 349682 300984 48698 610800 610800 0 11554 11554 0 0 0 10775 10775 0 30305 21192 9113 0 0 0 8179 8179 0 0 2961122 2961122 0 4268346 4268346 332101 303352 28749 Property taxes 730450 730450 Utilities 1011313 1011313 Dietary 1023619 1023310 309 Purchased Services 2374137 2229892 144245 833082 765123 67959 20637344 18849948 1787396 0 689144 684853 0 0 1492873 1748888 0 0 1391650 682350 20956 20956 91932 228436 138433005 51715661 88880099 86717344 0 0 0 0 68831 67135 92635485 90149962 1357482 1464726 44438601 40968558 1281180 1203975 47077263 43637259 X 45558222 46512703 45558222 46512703 92635485 90149962 X 6983313 -6028832 X false true X true false X 62209 54673 28187 13242 158311 20487666 22403169 24485352 25121695 26030500 118528382 0 0 0 20487666 22465378 24540025 25149882 26043742 118686693 0 0 118686693 1503338 954885 1551784 1556565 1576915 7143487 0 1503338 954885 1551784 1556565 1576915 7143487 0 0 21991004 23420263 26091809 26706447 27620657 125830180 0.94320 0.94040 0.05680 0.05960 X 124961139 42384095 82577044 7625671 4956119 2669552 3894611 3227015 667596 1951584 1148432 803152 86717344 Est. settlements due third party payors 18448 Deposits 1185527 1203975 true Wallingford Firefighte 45 South Main Street Wallingford CT 06492 5500 0 Cost Donation Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 18312 0 Cost Donations to the Annual Appeal 2 0 Scholarship program 25 28232 Resident support program 4 13242 cost Fin. assistance to pay monthly fee false true false false false false false true false false Stephen B McPherson 521074 15000 321688 30646 888408 R Scott Thelen 301967 10000 472 36385 348824 Jon-Paul Venoit 141600 15000 7102 26613 190315 Sch J, Part III, Additional Information Part III, Additional Information Part 1, Line 3-Methods to Establish Compensation.Masonicare Inc, the sole corporate shareholder, uses a compensation commmittee, an independent compensation consultant and approval by the compensation committee to establish compensation for the officers and senior leaders of Masonicare and its affiliates. Sch J, Part I, Line 7 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. 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 D Bonds issued by Masonicare, Inc. in 2007 and 2011. The current outstanding bond balance is $101,556,000. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases INTERCOMPANY = -$6028832 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The financial statements are publicly available through EMMA and public securities markets. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is available upon request. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Compensation Committee of the sole corporate member, Masonicare Corporation, engages an independent firm to certify the reasonableness of the compensation of the senior administrator and the executive management group of the organization annually. This process was last completed in November 2011 for the Senior Vice President of Residential Services position. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually, officers, directors and senior employees are required to complete a conflict of interest disclosure questionaire. 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 director 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 director 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 11b 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 the board members for their review. After responding to all comments/questions, changes are made as appropriate. At a full board meeting a discussion is held regarding comments/questions and the changes that were made. The tax return is then finalized and filed. Form 990, Part VI, Line 7b 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 take 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 chair and independent audit firm. Form 990, Part VI, Line 7a 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 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has a sole corporate member, Masonicare Corporation, with the right to appoint the members of the governing body and to participate in the organization's governance. Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Providecompanion/homemaker/personal care services to elderly CT 501(c)(3) 9 N/A false Masonicare Partners HomeHealth & Hospice 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services to clients of all ages CT 501(c)(3) 9 N/A false Keystone Indemnity Company Ltd 126 College Street Suite 400 Burlington VT 05401 030371612 Provide insurance services to Masonicare affiliates VT 501(c)(3) 11a NA false Masonicare Home Health and Hospice Inc 33 North Plains Road Wallingford CT 06492 061101924 Provide home health services to clients of all ages CT 501(c)(3) 9 NA false Masonicare at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provided skilled nursing/assisted living services to elderly CT 501(c)(3) 9 NA false Masonicare Health Center PO Box 70 Wallingford CT 06492 060655131 Provide comprehensive medical services to elderly CT 501(c)(3) 9 NA false Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 Provide planned giving and development support to affiliates CT 501(c)(3) 7 NA false Masonicare Inc PO Box 70 Wallingford CT 06492 061435920 Parent holding and support organization of affilate corp. CT 501(c)(3) 11c NA false Masonic Management Services PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C false Masonicare Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Physicians medical practice CT NA C false false false false false false false false false false false false false false false false false false true true Masonic Management Services s 185 Cost Masonicare Primary Care Physicians PC r 83873 Cost Masonicare at Home Inc r 21645 Cost Masonicare Home Health and Hospice Inc s 3734 Cost Masonicare at Newtown Inc s 16981 Cost Masonicare Health Center r 228664 Cost Masonic Charity Foundation of CT s 103348 Cost Masonicare Inc s 4611796 Cost