MASONICARE AT MYSTIC INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MASONICARE AT MYSTIC INC (EIN 46-4656008)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202602299349302950
- Schema version
- 2024v5.5
- 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 | 2026-08-17T14:04:56-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464656008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONICARE AT MYSTIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASO | BusinessNameControlTxt |
| Phone | 8604152500 | 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 | DAVID LAWLOR | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8604152500 | PhoneNum |
| Signature | 2026-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAUREN DUBUQUE | PrincipalOfficerNm |
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 | $729,375 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASONICARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | MASONICARE AT MYSTIC INC. (MAM) WAS FORMED ON JAN. 8, 2014 AS A CONNECTICUT NON STOCK 501(C)(3) CORPORATION FOR THE PURPOSE OF SERVING AS AN OWNER AND AS THE MANAGER OF SENIOR LIVING BY MASONICARE, LLC (SLM). MAM HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE (DATED MARCH 25, 2015) THAT THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE CORPORATION IS A PUBLIC CHARITY UNDER CODE SECTION 509(A)(2). SLM WAS FORMED AS A CONNECTICUT LIMITED LIABILITY COMPANY FOR THE PURPOSE OF ACQUIRING PROPERTY IN ORDER TO PROVIDE ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. ON THE BOOK BASIS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 MAM OWNS 88.95% OF SLM WITH THE REMAINING 11.05% OWNED BY MYSTIC SENIOR LIVING ASSOCIATES, LLC. THE 179 UNIT ASSISTED LIVING FACILITY IN MYSTIC, CONNECTICUT, OPENED IN NOVEMBER 2016. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 142 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $663,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $729,375 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $663,176 | PYTotalRevenueAmt |
| CY Total Revenue | $729,375 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,809,888 | PYOtherExpensesAmt |
| CY Other Expenses | $1,888,842 | CYOtherExpensesAmt |
| PY Total Expenses | $1,809,888 | PYTotalExpensesAmt |
| CY Total Expenses | $1,888,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,146,712 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,159,467 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,682,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,108,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,398,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,207,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,284,116 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,901,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MASONICARE AT MYSTIC INC (MAM) WAS FORMED ON JAN. 8, 2014 AS A CONNECTICUT NON-STOCK 501(C)(3) CORPORATION FOR THE PURPOSE OF SERVING AS AN OWNER AND AS THE MANAGER OF SENIOR LIVING AT MASONICARE, LLC (SLM). MAM HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE (DATED MARCH 25, 2015) THAT THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE CORPORATION IS A PUBLIC CHARITY UNDER CODE SECTION 509(A)(2). SLM WAS FORMED AS A CONNECTICUT LIMITED LIABILITY COMPANY FOR THE PURPOSE OF ACQUIRING PROPERTY IN ORDER TO PROVIDE ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. ON THE BOOK BASIS FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 MAM OWNS 88.95% OF SLM WITH THE REMAINING 11.05% OWNED BY MYSTIC SENIOR LIVING ASSOCIATES, LLC. THE 179 UNIT ASSISTED LIVING FACILITY IN MYSTIC, CONNECTICUT, OPENED IN NOVEMBER 2016. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,159,467 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $729,375 | RevenueAmt |
| Desc | MASONICARE AT MYSTIC, INC. PROVIDES MANAGEMENT SERVICES TO SENIOR LIVING BY MASONICARE, LLC (SLM). SLM IS AN AFFILIATE THAT IS JOINTLY OWNED WITH MYSTIC SENIOR LIVING ASSOCIATES, LLC. SLM PROVIDES ASSISTED LIVING (INCLUDING MEMORY CARE ASSISTED LIVING) AND INDEPENDENT LIVING TO THE ELDERLY. THE FACILITY INCLUDES 94 INDEPENDENT LIVING APARTMENTS. THE OCCUPANCY PERCENTAGE FOR THE FISCAL YEAR ENDING SEPTEMBER 2025 WAS 99.20%. IN ADDITION, THE FACILITY HAS 85 ASSISTED LIVING APARTMENTS. THE OCCUPANCY PERCENTAGE FOR THE FISCAL YEAR ENDING SEPTEMBER 2025 WAS 92.55% | Desc |
| Total Program Service Expenses | $1,159,467 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 142 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID LAWLOR | 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 (22 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER J EARLE | ||||||||
| CHAIRMAN | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE R BELLMORE | ||||||||
| VICE CHAIRMAN | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BONNIE MCWAIN | ||||||||
| SECRETARY | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEWTON BUCKNER | ||||||||
| TREASURER | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHANE DUFRESNE | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J FURCE | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J HECHT | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| F MATTHEW HEINRICH JR | ||||||||
| DIRECTOR (EFFECTIVE 04/01/25) | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELBY JACKSON | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| RINALDO MAGLIANO | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MICHNOWSKI | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE J NELSON | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY S NICKSE | ||||||||
| DIRECTOR | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW L O'CONNOR | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD C PAGE | ||||||||
| DIRECTOR (THRU 03/31/25) | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| THADDEUS M STEWART | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WINNE | ||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JON-PAUL VENOIT PRESIDENT | ||||||||
| AND CEO, ASSISTANT SECRETARY | 1.00 | 48.00 | Yes (X) | $0 | $769,803 | $86,091 | ||
| LAUREN DUBUQUE EXECUTIVE | ||||||||
| DIRECTOR SENIOR LIVING BY MASONICARE | 40.00 | 0.00 | Yes (X) | $134,950 | $0 | $28,488 | ||
| DAVID LAWLOR CFO ASSISTANT | ||||||||
| TREASURER (EFFECTIVE 01/01/25) | 1.00 | 48.00 | Yes (X) | $0 | $796,666 | $32,904 | ||
| STEVEN D BEAULIEU CFO | ||||||||
| ASSISTANT TREASURER (THRU 12/31/24) | 1.00 | 48.00 | Yes (X) | $0 | $195,468 | $65,651 | ||
| SARAH PATTERSON DIRECTOR | ||||||||
| ALSA SENIOR LIVING BY MASONICARE | 40.00 | 0.00 | $124,104 | $0 | $25,000 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $259,054 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,761,937 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $238,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS INC | |||||
| PO BOX 102289 | ATLANTA | GA | 30268 | DIETARY MANAGEMENT SERVICES | $1,018,386 |
| INTELLYCARE INC | |||||
| 2005 MARKET STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | STAFFING AGENCY | $207,642 |
| DIGITAL MEDIA LLC | |||||
| 782 CLINTON AVENUE | BRIDGEPORT | CT | 06604 | TELECOMMUNICATIONS | $102,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 623311 | BusinessCd |
| Total Revenue Column | $729,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,375 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $729,375 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,159,467 | TotalAmt |
| Program Services | $1,159,467 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHARED SERVICES | Desc |
| Total | $729,375 | TotalAmt |
| Management And General | $729,375 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,842 | TotalAmt |
| Program Services | $1,159,467 | ProgramServicesAmt |
| Management And General | $729,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,289 | BOYAmt |
| EOY | $1,137,056 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,422 | BOYAmt |
| EOY | $12,678 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,958,995 | BOYAmt |
| EOY | $27,958,995 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,682,706 | BOYAmt |
| EOY | $29,108,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,631 | BOYAmt |
| EOY | $123,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,203,959 | BOYAmt |
| EOY | $27,084,075 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,398,590 | BOYAmt |
| EOY | $27,207,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,284,116 | BOYAmt |
| EOY | $1,901,097 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,284,116 | BOYAmt |
| EOY | $1,901,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,682,706 | BOYAmt |
| EOY | $29,108,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,159,467 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $776,448 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASONICARE AT ASHLAR VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061050830 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,159,467 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,159,467 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $761 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $761 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MASONICARE AT MYSTIC PAID MEMBERSHIP DUES TO LEADINGAGE CONNECTICUT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, $761 OF THE MEMBERSHIP DUES PAID WAS USED FOR LOBBYING ON ISSUES RELEVANT TO THE ORGANIZATION'S EXEMPT PURPOSE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $92,195,566 | BeginningYearBalanceAmt |
| Contributions | $98,236 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,222,350 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $178,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,225 | OtherExpendituresAmt |
| End Year Balance | $89,868,419 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,901,791 | BeginningYearBalanceAmt |
| Contributions | $134,344 | ContributionsAmt |
| Investment Earnings Or Losses | $4,318,924 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $152,304 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,189 | OtherExpendituresAmt |
| End Year Balance | $92,195,566 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SENIOR LIVING BY MASONICARE, LLC | Desc |
| Book Value | $27,958,995 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $27,958,995 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MASONICARE AT ASHLAR VILLAGE | $25,593,750 |
| GENERAL RESERVE | $19,812 |
| DUE TO SENIOR LIVING BY MASONICARE, LLC | $1,470,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,084,075 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PHILANTHROPIC MISSION AND ACTIVITIES OF MASONICARE CORPORATION AND ITS AFFILIATES. |
| PART X, LINE 2: | 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 IF IT 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, 2025 AND 2024. 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 2022 ONWARDS ARE ELIGIBLE FOR EXAMINATION BY THE IRS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 | $0 | $682,194 | $0 | $40,000 | $0 | $47,609 | $0 | $43,404 | $0 | $42,687 | $0 | $855,894 | $0 | $0 |
| DAVID LAWLOR CFO ASSISTANT | ||||||||||||||
| TREASURER (EFFECTIVE 01/01/25) | $0 | $796,666 | $0 | $0 | $0 | $0 | $0 | $31,800 | $0 | $1,104 | $0 | $829,570 | $0 | $0 |
| STEVEN D BEAULIEU CFO | ||||||||||||||
| ASSISTANT TREASURER (THRU 12/31/24) | $0 | $160,033 | $0 | $13,571 | $0 | $21,864 | $0 | $29,291 | $0 | $36,360 | $0 | $261,119 | $0 | $0 |
| LAUREN DUBUQUE EXECUTIVE | ||||||||||||||
| DIRECTOR SENIOR LIVING BY MASONICARE | $134,091 | $0 | $0 | $0 | $859 | $0 | $13,738 | $0 | $14,750 | $0 | $163,438 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CEO, JON-PAUL VENOIT IS COMPENSATED BY A RELATED ORGANIZATION, MASONICARE CORPORATION, WHICH USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN FEBRUARY 2025. THE CHANGES TO THE BY-LAWS INCLUDE THE 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 HAD A SOLE CORPORATE MEMBER, MASONICARE AT ASHLAR VILLAGE, WITH THE RIGHT TO APPOINT MEMBERS OF THE GOVERNING BODY AND TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. |
| FORM 990, PART VI, SECTION A, LINE 7A | MASONICARE AT ASHLAR VILLAGE, AS SOLE CORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | PURSUANT TO THE CERTIFICATE OF INCORPORATION OF THE ORGANIZATION, MASONICARE ASHLAR VILLAGE, 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 TRANSFER 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 ORGANIZATION'S BOARD CHAIR AND INDEPENDENT AUDIT FIRM. |
| FORM 990, PART VI, SECTION A, LINE 8B | MASONICARE AT MYSTIC DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11B | MASONICARE MANAGEMENT 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, SECTION B, LINE 12C | 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, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES REQUIRED DOCUMENTS UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFERS 776,448. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MASONICARE CORPORATION | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 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 | 0 | MASONICARE CORPORATION | |
| MASONICARE HEALTH CENTER | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060655131 | PROVIDE MEDICAL SERVICES TO ELDERLY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MASONICARE AT ASHLAR VILLAGE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061050830 | CONTINUING CARE RETIREMENT COMMUNITY AND ASSISTED LIVING COMMUNITY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MASONICARE HOME HEALTH AND HOSPICE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061101924 | PROVIDE HOME HEALTH AND HOPSICE SERVICES | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MASONICARE AT HOME INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 202377783 | PROVIDE HOME SERVICES TO THE ELDERLY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| 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 | 0 | MASONICARE CORPORATION | |
| MASONICARE AT CHESTER VILLAGE INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 822936624 | CONTINUING CARE RETIREMENT COMMUNITY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MASONICARE AT ROCKY HILL INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 331887016 | ASSISTED LIVING COMMUNITY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| UNITED METHODIST HOMES INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060987394 | HEALTH CARE SERVICES | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MASONICARE AT MYSTIC INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 464656008 | MANAGE SENIOR LIVING FACILITY | CT | 501(C)(3) | LINE 12A, I | 0 | MASONICARE AT ASHLAR VILLAGE INC | |
| BISHOP WICKE HEALTH AND REHABILITATION INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 066077232 | SKILLED NURSING FACILITY | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| WESLEY HEIGHTS INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 060606530 | SENIOR RETIREMENT HOUSING | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| CROSBY COMMONS INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061505334 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| MIDDLEWOODS OF NEWINGTON INC | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 743080603 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| CARELINK CORPORATION | |||||||||||
| PO BOX 70 | WALLINGFORD | CT | 06492 | 061501849 | ASSISTED LIVING SERVICES | CT | 501(C)(3) | LINE 10 | 0 | MASONICARE CORPORATION | |
| 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 10 | 0 | UNITED METHODIST HOMES INC | |
| AF & AM OF CT GRAND LODGE | |||||||||||
| 69 MASONIC AVENUE | WALLINGFORD | CT | 06492 | 060243277 | MASONIC FRATERNAL ORGANIZATION | CT | 501(C)(10) | N/A | 0 | ||
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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,290,507 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $21,732,890 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.88950 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| GENM SENIOR CARE CONSULTING GROUP LLC | |||||||||
| 22 MASONIC AVENUE | WALLINGFORD | CT | 06492 | 871834093 | CONSULTING | CT | MASONICARE CORPORATION | C | 0 |
| THE LONG HILL COMPANY | |||||||||
| 22 MASONIC AVENUE | WALLINGFORD | CT | 06492 | 061534724 | SERVICE MANAGEMENT | CT | UNITED METHODIST HOMES INC | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENIOR LIVING CARE BY MASONICARE LLC | ||
| L | $729,375 | COST |
| SENIOR LIVING CARE BY MASONICARE LLC | ||
| P | $531,866 | COST |
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