2013-08-14T11:09:17-07:00 2012-09-30 990 2011-10-01 061050830 Masonicare at Ashlar Village Inc MASO 2036787857 PO Box 70 Wallingford CT 06492 R Scott Thelen 2013-08-14 2011 2016-02-24 21:20:13Z Jon Paul Venoit 26761938 false false X www.masonicare.org X 1981 CT See Schedule O. 14 12 254 150 0 54672 28187 23570286 24256621 1550374 1553515 916480 868124 26091812 26706447 91093 64821 0 6035496 6185844 0 0 13061229 13828574 19187818 20079239 6903994 6627208 95321410 92635485 47495426 47077263 47825984 45558222 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 18304749 24256621 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 2012 was 94.72%. The assisted living facility(Pond Ridge) consists of 136 units. The occupancy percentage for the fiscal year ending September 2012 was 91.13%. 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. 18304749 true false false false false false false false false false true false false 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 54 0 true 254 true false false false false false false false false false false false 0 false false false false false false false false false false false X 14 12 false false false false true true true true true false false false true true true true true true true false false false X X R Scott Thelen 2036787857 22 Masonic Avenue Wallingford CT 06492 Marshall Robinson 1.00 X 0 0 0 Chester Miller 1.00 X 0 0 0 Robert Lisenko 1.00 X 0 0 0 Eloise Hazelwood 1.00 X 0 0 0 Sidney Hardee 1.00 X 0 0 0 Georgia Erickson 1.00 X 0 0 0 Robert Bates 1.00 X 0 0 0 John Amarilios 1.00 X 0 0 0 R Scott Thelen 40.00 X X 0 327538 23924 Stephen B McPherson 40.00 X X 0 870089 17866 Jon-Paul Venoit 40.00 X X 183712 45928 25043 Arnold H Freedman 1.00 X X 0 0 0 Scott T Sherrick 1.00 X X 0 0 0 Carol E Memmott 1.00 X X 0 0 0 David A Gessert 1.00 X X 0 0 0 William Piper 40.00 X 32294 398304 23856 216006 1641859 90689 1 false true false Precision Landscaping 54 Gracey Avenue Meriden CT 06451 Landscaping/Lawncare 392256 Morrison Management Specialists Inc PO Box 102289 Atlanta GA 30268 Food Service 1417533 Masonicare Inc PO Box 70 Wallingford CT 06492 Management Services 613267 Heritage Floor Covering Company 892 North Colony Road Wallingford CT 06492 Flooring 321538 ABR Construction Inc PO Box 720 Silversmith Industrial Wallingford CT 06492 Construction 792890 12 28187 28187 Resident income 623000 16489308 16489308 Assisted Living Revenue 623990 7767313 7767313 24256621 1556565 1556565 0 0 59976 55491 4485 4485 4485 -3050 -3050 -3050 -3050 0 0 0 Hair Salon 142830 142830 Guest Meals 120788 120788 Catering 146238 146238 453783 453783 863639 26706447 24256621 2421639 12634 12634 52187 52187 0 0 257316 257316 0 4556709 4115547 441162 0 1035935 885763 150172 335884 287186 48698 613267 613267 3029 3029 12395 12395 0 0 0 10550 10550 0 35850 23684 12166 0 0 0 4707 4707 0 0 2503548 2503548 0 4543623 4543623 301362 274393 26969 Property taxes 716875 716875 Dietary 982506 982416 90 Utilities 1049593 1049593 Purchased Services 2318671 2201810 116861 732598 650783 81815 20079239 18304749 1774490 0 1267770 689144 0 0 1637254 1492873 0 0 1675152 1391650 20956 20956 87906 91932 136341719 47461620 90553365 88880099 0 0 0 0 79007 68831 95321410 92635485 1589672 1357482 44792353 44438601 1113401 1281180 47495426 47077263 X 47825984 45558222 47825984 45558222 95321410 92635485 X 6627208 -8894970 X false true true X false false X 62209 54673 28187 145069 14438017 20487666 22403169 24485352 25121695 106935899 0 0 0 14438017 20487666 22465378 24540025 25149882 107080968 0 0 107080968 1217447 1503338 954885 1551784 1556565 6784019 0 1217447 1503338 954885 1551784 1556565 6784019 0 0 15655464 21991004 23420263 26091809 26706447 113864987 0.94040 0.93430 0.05960 0.06570 X 122927885 38609133 84318752 7555482 4728278 2827204 3777974 3045137 732837 2080378 1079072 1001306 88880099 Rounding 2 Est. settlements due third party payors 125504 Deposits 1155674 1281180 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Intercompany $ -8894970 true Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 9084 0 Donations to the Annual Appeal 3 0 Scholarship program 21 24000 Resident support program 5 28187 cost Fin. assistance to pay monthly fee false true false false false false false true false false William Piper 24610 303526 7646 94304 38 474 1789 22067 34083 420371 Stephen B McPherson 508722 65000 296367 17866 887955 R Scott Thelen 294452 32500 586 23924 351462 Jon-Paul Venoit 156540 39136 24000 6000 3172 792 20034 5009 203746 50937 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. The current outstanding bond balance is $108,430,000. 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 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 11 Form 990, Part VI, Line 11: 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 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 true true Masonicare at Home Inc r 27294 Cost Masonicare Home Health and Hospice Inc r 25941 Cost Masonicare at Newtown Inc r 7785 Cost Masonicare Health Center r 280416 Cost Masonic Charity Foundation of CT q 111508 Cost Masonicare Inc q 8439382 Cost