2026-08-17T14:04:56-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2024-10-01 202377783 MASONICARE AT HOME MASO 2036795888 PO BOX 70 WALLINGFORD CT 06492 DAVID LAWLOR CHIEF FINANCIAL OFFICER 2036795888 2026-02-17 1 1 GARRETT M HIGGINS P00543209 9082726200 2026-08-11 2024 2025-03-06 01:10:19Z SAMANTHA BUONANNO PO BOX 70 WALLINGFORD CT 06492 6092992 0 X WWW.MASONICARE.ORG X 2005 CT TO PROVIDE HOMEMAKER, COMPANION AND PERSONAL CARE SERVICES TO THE ELDERLY. 16 16 170 20 0 0 0 0 5684051 6092972 0 0 0 20 5684051 6092992 0 0 0 0 4282471 4602918 0 0 0 715784 817557 4998255 5420475 685796 672517 607951 765981 205373 163871 402578 602110 TO PROVIDE HOMEMAKER, COMPANION AND PERSONAL CARE SERVICES TO THE ELDERLY. 0 0 4406756 0 6092972 IN THE CURRENT REPORTING PERIOD 220 CLIENTS WERE PROVIDED PATIENT CARE ATTENDANT AND COMPANION/HOMEMAKER SERVICES. 10,894 VISITS WERE MADE, PROVIDING 61,004 HOURS OF SERVICE. ADDITIONALLY THE ORGANIZATION PROVIDED 8,570 DAYS OF LIVE-ON CARE. 4406756 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 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 3 0 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X X DAVID LAWLOR 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 CHRISTOPHER J EARLE CHAIRMAN 1.00 8.00 X X 0 0 0 BRUCE R BELLMORE VICE CHAIRMAN 1.00 7.00 X X 0 0 0 BONNIE MCWAIN SECRETARY 1.00 7.00 X X 0 0 0 NEWTON BUCKNER TREASURER 1.00 8.00 X X 0 0 0 SHANE DUFRESNE DIRECTOR 1.00 7.00 X 0 0 0 ROBERT J FURCE DIRECTOR 1.00 8.00 X 0 0 0 KEVIN J HECHT DIRECTOR 1.00 7.00 X 0 0 0 F MATTHEW HEINRICH JR DIRECTOR (EFFECTIVE 04/01/25) 1.00 8.00 X 0 0 0 SHELBY JACKSON DIRECTOR 1.00 7.00 X 0 0 0 RINALDO MAGLIANO DIRECTOR 1.00 7.00 X 0 0 0 LAURA MICHNOWSKI DIRECTOR 1.00 7.00 X 0 0 0 THEODORE J NELSON DIRECTOR 1.00 7.00 X 0 0 0 JAY S NICKSE DIRECTOR 1.00 8.00 X 0 0 0 MATTHEW L O'CONNOR DIRECTOR 1.00 7.00 X 0 0 0 EDWARD C PAGE DIRECTOR (THRU 03/31/2025) 1.00 7.00 X 0 0 0 THADDEUS M STEWART DIRECTOR 1.00 7.00 X 0 0 0 MARK WINNE DIRECTOR 1.00 7.00 X 0 0 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.00 48.00 X 0 769803 86091 SAMANTHA BUONANNO EXECUTIVE DIRECTOR MAH 40.00 0.00 X 140048 0 33023 STEVEN D BEAULIEU CFO ASSISTANT TREASURER (THRU 12/31/24) 1.00 48.00 X 0 195468 65651 DAVID LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 1.00 48.00 X 0 796666 32904 140048 1761937 217669 1 0 1 0 0 HOMEMAKER, COMPANION 621610 6090572 6090572 RESIDENT REVENUE 623311 2400 2400 6092972 LOST BADGE REVENUE 900099 20 20 20 6092992 6092972 0 20 153927 153927 3733896 3357861 376035 98841 88676 10165 157217 133646 23571 459037 388645 70392 26817 26817 2500 2500 57547 56883 664 70001 70001 7349 7240 109 80000 80000 16078 15840 238 10175 10024 151 925 925 440 440 96996 96996 SHARED SERVICES 304055 304055 BUSINESS EXPENSES 50048 49013 1035 BAD DEBT 48385 48385 SERVICE/BANK FEES 43088 43088 3153 3106 47 5420475 4406756 1013719 0 52693 261605 554199 502975 400 1199 4677 4475 659 202 607951 765981 202073 163871 3300 0 205373 163871 X 402578 602110 402578 602110 607951 765981 X 672517 -472985 X 0 1 X 1 0 X 25763 3253 29016 7301410 5140944 5070708 5684071 6092972 29290105 20 20 7327173 5144197 5070708 5684071 6092992 29319141 0 2429347 1643854 2194196 1772799 2111638 10151834 2429347 1643854 2194196 1772799 2111638 10151834 19167307 7327173 5144197 5070708 5684071 6092992 29319141 0.65370 0.69070 0.00000 0.00000 X 92195566 98236 -2222350 178808 24225 89868419 87901791 134344 4318924 152304 7189 92195566 86314927 63401 1772860 242823 6574 87901791 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 0.00000 0.94530 0.05470 0 1 1 4677 4475 202 202 X 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. 0 0 0 0 0 0 0 0 0 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 682194 0 40000 0 47609 0 43404 0 42687 0 855894 0 0 DAVID LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 0 796666 0 0 0 0 0 31800 0 1104 0 829570 0 0 STEVEN D BEAULIEU CFO ASSISTANT TREASURER (THRU 12/31/24) 0 160033 0 13571 0 21864 0 29291 0 36360 0 261119 0 0 SAMANTHA BUONANNO EXECUTIVE DIRECTOR MAH 139173 0 0 0 875 0 27393 0 5630 0 173071 0 0 0 SCHEDULE J, PART I, LINE 3 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 COMPENASTION COMMITTEE. 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 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 HAS A SOLE CORPORATE MEMBER, MASONICARE CORPORATION, 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 CORPORATION, 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 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 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 HOME 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 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, 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: LOSS ON DISPOSAL OF ASSETS -18. NET POST-RETIREMENT BENEFIT COSTS -336. EQUITY TRANSFERS -472,631. 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 MASONICARE CORPORATION 0 MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 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 0 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 0 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 0 MASONICARE AT ROCKY HILL INC PO BOX 70 WALLINGFORD CT 06492 331887016 ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 UNITED METHODIST HOMES INC PO BOX 70 WALLINGFORD CT 06492 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 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 INC 0 MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 BISHOP WICKE HEALTH AND REHABILITATION INC PO BOX 70 WALLINGFORD CT 06492 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 WESLEY HEIGHTS INC PO BOX 70 WALLINGFORD CT 06492 060606530 SENIOR RETIREMENT HOUSING CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 CROSBY COMMONS INC PO BOX 70 WALLINGFORD CT 06492 061505334 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 MIDDLEWOODS OF NEWINGTON INC PO BOX 70 WALLINGFORD CT 06492 743080603 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 CARELINK CORPORATION PO BOX 70 WALLINGFORD CT 06492 061501849 ASSISTED LIVING SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 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 GENM SENIOR 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 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 1