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 061505334 CROSBY COMMONS INC CROS 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 2024 2025-03-06 01:10:19Z JON-PAUL VENOIT 580 LONG HILL AVENUE SHELTON CT 06484 4781546 0 X WWW.MASONICARE.ORG X 1997 CT TO PROVIDE ASSISTED LIVING APARTMENTS AND WELLNESS PROGRAMS TO SENIOR ADULTS. 17 16 51 18 0 0 0 0 4955108 4779478 0 0 909 2068 4956017 4781546 0 0 0 0 1375186 1629861 0 0 0 2763298 2903532 4138484 4533393 817533 248153 10012673 9817031 3111033 2667238 6901640 7149793 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 3199029 0 4779478 THE ORGANIZATION IS A 68 UNIT MANAGED RESIDENTIAL FACILITY WHICH SERVES SENIORS WHO MAY REQUIRE ASSISTANCE WITH DAILY LIVING. 3199029 1 0 0 0 0 0 0 0 0 0 1 0 0 1 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 X 34 0 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 1 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X ZVONIMIR JUKIC DIRECTORTREASURER 2039448276 580 LONG HILL AVENUE SHELTON CT 06984 DAVID FIFE EXECUTIVE DIRECTOR 10.00 30.00 X X 179047 0 2555 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 SHANE DUFRESNE DIRECTOR 2.00 18.00 X 0 0 0 ROBERT J FURCE DIRECTOR 2.00 20.00 X 0 0 0 KEVIN J HECHT DIRECTOR 2.00 18.00 X 0 0 0 F MATTHEW HEINRICH JR DIRECTOR (EFFECTIVE 04/01/25) 2.00 19.00 X 0 0 0 SHELBY P JACKSON 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 JAY S NICKSE DIRECTOR 2.00 21.00 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 THADDEUS STEWART DIRECTOR 2.00 18.00 X 0 0 0 MARK D WINNE DIRECTOR 2.00 18.00 X 0 0 0 DAVID M LAWLOR PRESIDENT/CHAIRMAN 1.00 49.00 X 0 796666 32904 ZVONIMIR JUKIC VICE PRESIDENT OF FINANCE 1.00 46.00 X 0 181733 13508 VICTORIA DOMPIERRE SECRETARY 0.50 39.50 X 0 60534 2993 JON-PAUL VENOIT PRESIDENT & CEO, ASSISTANT SECRETARY 1.00 49.00 X 0 769803 86091 179047 1808736 138051 1 0 1 0 UNITED METHODIST HOMES INC 580 LONG HILL AVENUE SHELTON CT 06984 MGMT. SVCS. & OVERHEAD COSTS REIMB 1052892 1 RESIDENT SERVICES 623990 4779478 4779478 4779478 OTHER INCOME 900099 2068 2068 2068 4781546 4779478 0 2068 47751 35812 11939 1259931 1131453 128478 36305 32611 3694 173587 155004 18583 112287 100249 12038 1052892 1052892 100576 46038 54538 15603 15603 79393 58905 20488 591036 579176 11860 2268 2025 243 1519 1356 163 449867 440869 8998 80913 72239 8674 DIETARY SUPPLIES 390082 390082 LAUNDRY/HOUSEKEEPING 116132 116132 BAD DEBT EXPENSE 11840 10064 1776 RECREATION SUPPLIES 10036 10036 1375 1375 4533393 3199029 1334364 0 319959 54560 258750 273750 80563 10733 70415 58058 11262131 7261356 4094101 4000775 5188885 5419155 10012673 9817031 332713 223241 7920 7920 2765900 2432577 4500 3500 3111033 2667238 X 6901640 7149793 6901640 7149793 10012673 9817031 248153 0 X 0 1 X 0 0 X 400030 22300 0 0 0 422330 3801768 4373302 4886632 4955108 4779478 22796288 4201798 4395602 4886632 4955108 4779478 23218618 0 0 0 23218618 6 6 3 0 0 15 6 6 3 15 5962 6649 8519 909 2068 24107 4207766 4402257 4895154 4956017 4781546 23242740 0.99900 0.99900 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 5,962. 2021 AMOUNT: $ 6,649. 2022 AMOUNT: $ 8,519. 2023 AMOUNT: $ 909. 2024 AMOUNT: $ 2,068. 0 1 X 20000 20000 10335403 6543982 3791421 845219 667300 177919 61509 50074 11435 4000775 DUE FROM AFFILIATES 5419155 5419155 X PART IV, LINE 2B: 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 LIABILITY CONSISTED OF A SECURITY DEPOSIT FUND PART X, LINE 2: THE ORGANIZATION 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, THE ORGANIZATION 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. THE ORGANIZATION DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. THE ORGANIZATION 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. 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 PRESIDENT/CHAIRMAN 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 DAVID FIFE EXECUTIVE DIRECTOR 179047 0 0 0 0 0 1790 0 765 0 181602 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 $1,052,892 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 FORM 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 15A COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS 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. 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 BISHOP WICKE HEALTH AND REHABILITATION INC PO BOX 70 WALLINGFORD CT 06492 066077232 SKILLED NURSING FACILITY CT 501(C)(3) LINE 10 MASONICARE CORPORATION 1 WESLEY HEIGHTS INC PO BOX 70 WALLINGFORD CT 06492 060606530 SENIOR RETIREMENT HOUSING 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