2026-08-17T14:05:59-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-10-01 066077232 BISHOP WICKE HEALTH AND REHABILITATION CENTER INC BISH 2039448285 580 LONG HILL AVENUE SHELTON CT 06484 DAVID M LAWLOR CHIEF FINANCIAL OFFICER 2039448285 2026-08-12 1 1 GARRETT M HIGGINS P00543209 9143818900 2026-08-11 2024 2025-03-06 01:10:19Z JON-PAUL VENOIT 580 LONG HILL AVENUE SHELTON CT 06484 17276242 0 X WWW.MASONICARE.ORG X 1968 CT TO PROVIDE NURSING CARE AND ACCOMMODATIONS TO THOSE IN NEED. 16 16 253 18 0 0 0 0 12929385 17272475 3357 3767 0 0 12932742 17276242 0 0 0 0 8297293 9846802 0 0 0 5868498 7487035 14165791 17333837 -1233049 -57595 6322564 6766944 16243104 16633984 -9920540 -9867040 TO PROVIDE A CONTINUUM OF SERVICES THAT SUPPORTS HEALTH, INDEPENDENCE, AND DIGNITY. WE BUILD THIS CONTINUUM ON THE BELIEF THAT A RELATIONSHIP-CENTERED PHILOSOPHY BEST SUSTAINS BODY, MIND, AND SPIRIT. 0 0 15881226 0 17272475 BISHOP WICKE IS AN AWARD-WINNING HEALTH AND REHABILITATION FACILITY THAT PROVIDES SHORT-TERM REHABILITATION, SKILLED NURSING CARE, AND LONG-TERM, DEMENTIA, AND HOSPICE CARE. 15881226 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 41 0 253 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X ZVONIMIR JUKIC DIRECTORTREASURER 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 CHRISTOPHER J EARLE CHAIRMAN 2.00 19.00 X X 0 0 0 BRUCE R BELLMORE VICE CHAIRMAN 2.00 18.00 X X 0 0 0 BONNIE S MCWAIN SECRETARY 2.00 18.00 X X 0 0 0 NEWTON BUCKNER TREASURER 2.00 19.00 X X 0 0 0 JAY S NICKSE DIRECTOR 2.00 21.00 X 0 0 0 SHANE DUFRESNE DIRECTOR 2.00 18.00 X 0 0 0 ROBERT J FURCE DIRECTOR 2.00 20.00 X 0 0 0 F MATTHEW HEINRICH JR DIRECTOR (EFFECTIVE 04/01/25) 2.00 19.00 X 0 0 0 KEVIN J HECHT DIRECTOR 2.00 18.00 X 0 0 0 RINALDO MAGLIANO JR DIRECTOR 2.00 18.00 X 0 0 0 LAURA S MICHNOWSKI DIRECTOR 2.00 18.00 X 0 0 0 THEODORE J NELSON DIRECTOR 2.00 18.00 X 0 0 0 MATTHEW L O'CONNOR DIRECTOR 2.00 18.00 X 0 0 0 EDWARD C PAGE DIRECTOR (THRU 03/31/25) 2.00 18.00 X 0 0 0 MARK D WINNE DIRECTOR 2.00 18.00 X 0 0 0 SHELBY P JACKSON DIRECTOR 2.00 18.00 X 0 0 0 THADDEUS STEWART DIRECTOR 2.00 18.00 X 0 0 0 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 1.00 49.00 X 0 796666 32904 LORI BAUER DIRECTOR OF NURSING 40.00 1.00 X 119435 0 18944 DEBRA SAMORAJCZYK DIRECTOR/ADMINISTRATOR 40.00 0.00 X 150677 0 6027 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 1.00 46.00 X 0 181733 13508 VICTORIA DOMPIERRE DIRECTOR/SECRETARY 0.50 39.50 X 0 60534 2993 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 40.00 0.00 X 0 769803 86091 GAIL L BRINSMADE REGISTERED NURSE 40.00 0.00 X 139825 0 12080 409937 1808736 172547 3 0 1 0 VICARAH LLC 941 EAST MAIN STREET BRIDGEPORT CT 06608 AGENCY SERVICES 376538 ALLSHIFTS ALL AMERICAN HEALTHCARE SERVIC 494 BOARD STREET 4TH FLOOR NEWARK NJ 071023217 NURSING SERVICES 265040 BOTTOMLINE SOLUTIONLLC 1749 NE 10TH TER SUITE 4 CAPE CORAL FL 33909 CONSULTING SERVICES 219306 UNITEX TEXTILE RENTAL SERVICES 401 SOUTH MACQUESTEN PARKWAY MT VERNON NY 105501700 LINENS SERVICES 194182 AMIDON NURSE STAFFING LLC P O BOX 436 MALVERNE NY 11565 NURSING SERVICES 136313 5 NET RESIDENT REVENUE 623000 17270825 17270825 PROGRAM RELATED RENTAL 623000 1650 1650 17272475 3767 3767 17276242 17272475 0 3767 X 319725 278393 41332 7893510 7661854 231656 189570 184892 4678 708825 685084 23741 735172 710853 24319 517012 517012 5358 5358 31975 31975 2329852 2094654 235198 11371 11371 186219 128259 57960 1470477 1353008 117469 434 420 14 2068 2000 68 247226 242281 4945 203578 196844 6734 BAD DEBT EXPENSE 999996 849997 149999 DIETARY SUPPLIES 566678 566678 NURSING SUPPLIES 507110 507110 LAUNDRY/HOUSEKEEPING 346718 346718 60963 60810 153 17333837 15881226 1452611 0 289126 232331 1172433 1209494 1423137 1939529 18654 25996 216103 150212 10591085 8480708 2134597 2110377 1068514 1099005 6322564 6766944 2422045 1385595 104580 107936 6589564 6292375 7126915 8848078 16243104 16633984 X -10831540 -10778040 911000 911000 -9920540 -9867040 6322564 6766944 X -57595 111095 X 0 1 X 0 1 1 X 1177040 491668 0 0 0 1668708 11150930 11370381 12007915 12929385 17272475 64731086 12327970 11862049 12007915 12929385 17272475 66399794 0 0 0 66399794 6376 1617 2536 3357 3767 17653 6376 1617 2536 3357 3767 17653 12334346 11863666 12010451 12932742 17276242 66417447 0.99970 0.99970 0.00030 0.00030 X 0 1 X 911000 911000 911000 911000 911000 911000 911000 911000 911000 194935 194935 911000 0.00000 1.00000 0.00000 0 1 1 24213 24213 8042567 6052424 1990143 2524305 2428284 96021 2110377 DONOR RESTRICTED FUNDS HELD BY AFFILIATED FOUNDATION 911000 RESTRICTED DEPOSITS AND FUNDED RESERVES 188005 1099005 DUE TO AFFILIATE 8848078 8848078 X 17387337 111095 111095 17276242 0 17276242 17333837 0 17333837 0 17333837 PART IV, LINE 2B: THE ORGANIZATION CUSTODIAL LIABILITY CONSISTS OF RESIDENT SECURITY DEPOSITS. PART V, LINE 4: ASSETS LIMITED AS TO USE CONSIST OF CASH AND CASH EQUIVALENTS AND HAVE BEEN SET ASIDE IN ACCORDANCE WITH REGULATORY COMPLIANCE REQUIREMENTS. FOR THE TAX YEAR, CUSTODIAL LIABILITIES CONSISTED OF A SECURITY DEPOSIT FUND AND RESIDENT TRUST FUNDS. RESIDENT TRUST FUNDS: CERTAIN DEPOSITS ARE HELD IN TRUST BY THE FACILITY ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH THE FACILITY FOR SAFEKEEPING. THESE FUNDS ARE DISBURSED BY THE FACILITY AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART X, LINE 2: THE FACILITY RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FACILITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FACILITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO SEPTEMBER 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,095. PART V, LINE 3(B): THE ENDOWMENT FUNDS REPORTED IN PART V REPRESENT THE PORTION OF ENDOWMENT FUNDS HELD BY A RELATED ORGANIZATION, WESLEYAN FOUNDATION FOR HEALTH AND AGING, INC. TO SUPPORT THE GENERAL OPERATION OF THE ORGANIZATION. X X 0 0 0 0 0 0 0 0 0 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 0 682194 0 40000 0 47609 0 43404 0 42687 0 855894 0 0 DAVID M LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 0 796666 0 0 0 0 0 31800 0 1104 0 829570 0 0 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 0 181733 0 0 0 0 0 6224 0 7284 0 195241 0 0 DEBRA SAMORAJCZYK DIRECTOR/ADMINISTRATOR 150677 0 0 0 0 0 6027 0 0 0 156704 0 0 0 GAIL L BRINSMADE REGISTERED NURSE 139825 0 0 0 0 0 5128 0 6952 0 151905 0 0 0 FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE FACILITY IS PERFORMED BY UNITED METHODIST HOMES, INC. ("UMH"), A RELATED PARTY. THE FACILITY IS UNDER THE DIRECT OPERATIONAL AND MANAGEMENT CONTROL OF UNITED METHODIST HOMES, INC. THE ORGANIZATION HAD $517,012 IN UMH MANAGEMENT FEES DURING FY25. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN DECEMBER 2024. THE CHANGES TO THE BY-LAWS INCLUDE AN UPDATE TO THE MINIMUM AND MAXIMUM NUMBER OF TRUSTEES THAT SERVE ON THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS MASONICARE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE ORGANIZATION HAS THE AUTHORITY TO ELECT THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO AMEND THE ORGANIZATION'S BYLAWS IS RESERVED TO THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 8B THE MEETINGS ARE HELD BY THE FULL BOARD OF THE ORGANIZATION. THE ORGANIZATION DOES NOT HAVE A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUR INDEPENDENT ACCOUNTANTS IN COORDINATION WITH THE ANNUAL AUDIT. THE FULL BOARD REVIEWS THE 990 AND PROVIDES COMMENT PRIOR TO ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C MASONICARE CORPORATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL CONTROLLED ORGANIZATIONS, INCLUDING THIS ORGANIZATION. OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTERESTS IN CONNECTION TO AN OWNERSHIP, INVESTMENT OR COMPENSATION ARRANGEMENT WITH ANY INDIVIDUAL OR ORGANIZATION WITH WHICH MASONICARE AND AFFILIATES HAS OR IS CONTEMPLATING A TRANSACTION WITH. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY A COMMITTEE LED BY THE CORPORATE COMPLIANCE OFFICER. THE COMMITTEE EVALUATES THE APPROPRIATE HANDLING OF EACH CONFLICT AND REPORTS TO THE FULL BOARD ON AN ANNUAL BASIS. A CONFLICTED PERSON MAY NOT VOTE ON OR ENTER INTO ANY TRANSACTION WITH WHICH HE HAS A CONFLICT OF INTEREST. THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO ANY PROPOSED CONFLICTED TRANSACTION. RECORDS AND REVIEWS OF ALL IDENTITY OF INTERESTS AND DETERMINATIONS OF POSSIBLE CONFLICTS OF INTEREST ARE RECORDED IN THE MINUTES OF ANY BOARD MEETING IN WHICH THEY ARE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATIONS OF THE ORGANIZATION'S ADMINISTRATOR AND OFFICERS ARE DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS, THROUGH A DETAILED REVIEW USING COMPARABILITY DATA, INCLUDING THE FORM 990S FROM SIMILAR NONPROFIT ORGANIZATIONS, AND BOARD APPROVAL. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISION MAKING IS MAINTAINED BY THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 763,313. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 763,313. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 54,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,256. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,195,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,195,497. OTHER RESIDENT SERVICE FEES: PROGRAM SERVICE EXPENSES 11,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,860. ADMINISTRATIVE CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 232,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 232,813. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 69,728. MANAGEMENT AND GENERAL EXPENSES 2,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,113. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF DONOR RESTRICTED FUNDS HELD BY AFFLIATED FOUNDATION 111,095. MASONICARE CORPORATION PO BOX 70 WALLINGFORD CO 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(C)(3) LINE 12C, III-FI N/A 0 MASONIC CHARITY FOUNDATION OF CT PO BOX 70 WALLINGFORD CT 06492 061435920 PROVIDE PLANNED GIVING AND DEVELOPMENT CT 501(C)(3) LINE 7 MASONICARE CORPORATION 1 MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CCRC AND ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH/HOSPICE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(C)(8) & (C)(10) LINE 10 MASONICARE CORPORATION 1 KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(C)(3) LINE 12C, III-FI MASONICARE CORPORATION 1 MASONICARE AT ROCKY HILL INC PO BOX 70 WALLINGFORD CT 06492 331887016 ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 UNITED METHODIST HOMES INC PO BOX 70 WALLINGFORD CT 06492 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(C)(3) LINE 12A, I MASONICARE AT ASHLAR VILLAGE 1 WESLEY HEIGHTS INC PO BOX 70 WALLINGFORD CT 06492 060606530 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CROSBY COMMONS INC PO BOX 70 WALLINGFORD CT 06492 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 MIDDLEWOODS OF NEWINGTON INC PO BOX 70 WALLINGFORD CT 06492 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 CARELINK CORPORATION PO BOX 70 WALLINGFORD CT 06492 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 WESLEYAN FOUNDATION FOR HEALTH AND AGING INC PO BOX 70 WALLINGFORD CT 06492 060606530 RAISE AND DISTRIBUTE FUNDS TO AFFILIATES CT 501(C)(3) LINE 12B, II UNITED METHODIST HOMES INC 0 AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(C)(10) N/A 0 SENIOR LIVING BY MASONICARE LLC PO BOX 70 WALLINGFORD CT 06492 364784728 PROVIDE SERVICES TO THE ELDERLY CT MASONICARE AT MYSTIC RELATED 0 0 THE LONG HILL COMPANY 22 MASONIC AVENUE WALLINGFORD CT 06492 061534724 SERVICE MANAGEMENT CT UNITED METHODIST HOMES INC C 7874835 9936208 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0