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 464656008 MASONICARE AT MYSTIC MASO 8604152500 PO BOX 70 WALLINGFORD CT 06492 DAVID LAWLOR CHIEF FINANCIAL OFFICER 8604152500 2026-02-17 1 1 GARRETT M HIGGINS P00543209 9082726200 2026-08-11 2024 2025-03-06 01:10:19Z LAUREN DUBUQUE PO BOX 70 WALLINGFORD CT 06492 729375 0 X WWW.MASONICARE.ORG X 2014 CT 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. 16 16 142 20 0 0 0 0 663176 729375 0 0 0 0 663176 729375 0 0 0 0 0 0 0 0 0 1809888 1888842 1809888 1888842 -1146712 -1159467 28682706 29108729 26398590 27207632 2284116 1901097 X 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. 0 0 1159467 0 729375 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% 1159467 1 0 0 1 0 0 0 0 0 1 0 0 1 0 1 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 1 1 0 0 1 32 0 142 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 1 1 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 03/31/25) 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 LAUREN DUBUQUE EXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE 40.00 0.00 X 134950 0 28488 DAVID LAWLOR CFO ASSISTANT TREASURER (EFFECTIVE 01/01/25) 1.00 48.00 X 0 796666 32904 STEVEN D BEAULIEU CFO ASSISTANT TREASURER (THRU 12/31/24) 1.00 48.00 X 0 195468 65651 SARAH PATTERSON DIRECTOR ALSA SENIOR LIVING BY MASONICARE 40.00 0.00 X 124104 0 25000 259054 1761937 238134 2 0 1 0 MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 30268 DIETARY MANAGEMENT SERVICES 1018386 INTELLYCARE INC 2005 MARKET STREET 5TH FLOOR PHILADELPHIA PA 19103 STAFFING AGENCY 207642 DIGITAL MEDIA LLC 782 CLINTON AVENUE BRIDGEPORT CT 06604 TELECOMMUNICATIONS 102349 3 MANAGEMENT FEES 623311 729375 729375 729375 729375 729375 0 0 1159467 1159467 SHARED SERVICES 729375 729375 1888842 1159467 729375 0 713289 1137056 10422 12678 27958995 27958995 28682706 29108729 194631 123557 26203959 27084075 26398590 27207632 X 2284116 1901097 2284116 1901097 28682706 29108729 X -1159467 776448 X 0 1 X 1 0 X X 1 MASONICARE AT ASHLAR VILLAGE 061050830 9 1 1159467 0 1 1159467 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 761 761 0 PART II-B, LINE 1: 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. 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 0 SENIOR LIVING BY MASONICARE, LLC 27958995 C 27958995 DUE TO MASONICARE AT ASHLAR VILLAGE 25593750 GENERAL RESERVE 19812 DUE TO SENIOR LIVING BY MASONICARE, LLC 1470513 27084075 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 LAUREN DUBUQUE EXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE 134091 0 0 0 859 0 13738 0 14750 0 163438 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 COMPENSATION 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 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. 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 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 CONTINUING CARE RETIREMENT COMMUNITY 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 AND HOPSICE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORPORATION 0 MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY 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 CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(C)(3) LINE 10 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 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 10 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 INC RELATED 1290507 21732890 0 1 0.88950 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 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 SENIOR LIVING CARE BY MASONICARE LLC L 729375 COST SENIOR LIVING CARE BY MASONICARE LLC P 531866 COST