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 822936624 MASONICARE AT CHESTER VILLAGE MASO 8605311400 PO BOX 70 WALLINGFORD CT 06492 DAVID LAWLOR CHIEF FINANCIAL OFFICER 8605311400 2026-02-17 1 1 GARRETT M HIGGINS P00543209 9082726200 2026-08-11 2024 2025-03-06 01:10:19Z ANNE HOEFFERLE PO BOX 70 WALLINGFORD CT 06492 8816639 0 X WWW.MASONICARE.ORG X 2017 CT CONTINUING CARE RETIREMENT COMMUNITY PROVIDING INDEPENDENT LIVING TO PEOPLE AGED 55 AND OVER. 16 16 95 20 0 0 0 0 7824051 8490206 5768 5884 313423 305579 8143242 8801669 0 0 0 0 2664746 2733073 0 0 0 0 5719959 2664746 8453032 5478496 348637 22871086 22140368 28900604 28841995 -6029518 -6701627 X MASONICARE AT CHESTER VILLAGE, AN AFFILIATE OF MASONICARE, IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, PROVIDING INDEPENDENT LIVING TO PEOPLE AGED 55 AND OVER. FOLLOWING THE TRADITIONS OF MASONRY, WE ARE COMMITTED TO CREATING THE HIGHEST QUALITY OF LIFE FOR OUR RESIDENTS BY FOSTERING AN ENVIRONMENT OF RESPECT, INDEPENDENCE AND DIGNITY.MASONICARE AT CHESTER VILLAGE IS DEDICATED TO MAINTAINING THE WELL BEING, INDEPENDENCE AND QUALITY OF LIFE FOR ALL RESIDENTS. WE CONSISTENTLY STRIVE TO BE RECOGNIZED AS THE LEADING CONTINUING CARE RETIREMENT COMMUNITY IN THE REGION. MASONICARE AT CHESTER VILLAGE ENVISIONS A CONTINUING PARTNERSHIP WITH MASONICARE AND OTHER RELATED RESOURCES IN MEETING THE NEEDS OF OUR COMMUNITY - BODY, MIND AND SPIRIT. 0 0 7501649 0 8490206 MASONICARE AT CHESTER VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY ACQUIRED ON DECEMBER 21, 2017. THE RETIREMENT COMMUNITY CONSISTS OF 90 APARTMENTS AND 15 COTTAGES. THE OCCUPANCY PERCENTAGE FOR THE FISCAL YEAR ENDING SEPTEMBER 2025 WAS 99.0%. MASONICARE AT CHESTER VILLAGE PROVIDES HEALTHCARE SERVICES WHICH PROMOTE HEALTH, WELLNESS AND A HIGH QUALITY OF LIFE FOR ALL RESIDENTS. 7501649 1 0 0 1 0 0 0 0 0 1 1 0 0 1 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 0 1 0 0 0 1 50 0 95 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 03/31/25) 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 ANNE HOEFFERLE EXECUTIVE DIRECTOR 40.00 0.00 X 124827 0 32995 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.00 48.00 X 0 769803 86091 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 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 JENNIFER S TILLINGHAST MARKETING MANAGER 40.00 0.00 X 112713 0 41598 KAYLA CATHCART WELLNESS ALSA MANAGER 40.00 0.00 X 112317 0 11479 349857 1761937 270718 3 0 1 0 MARIANO BUILDING AND REMODELING 81 HART STREET BERLIN CT 06037 BUILDING CONTRACTOR 705470 MORRISON MANAGEMENT SPECIALISTS INC PO BOX 102289 ATLANTA GA 30368 DIETARY MANAGEMENT SERVICES 648147 DIGITAL MEDIA LLC 782 CLINTON AVENUE BRIDGEPORT CT 06604 TELECOMMUNICATIONS 123913 PRECISION LANDSCAPING 54 GRACEY AVENUE MERIDEN CT 06451 LANDSCAPING SERVICES 111116 4 RESIDENT REVENUE 623311 8490206 8490206 8490206 5884 5884 10875 0 10875 10875 10875 15494 14970 524 524 CABLE TV 900099 131531 131531 INDEPENDENT LIVING 900099 49556 49556 GUEST MEALS 900099 43951 43951 69142 69142 294180 8801669 8490206 0 311463 X 153132 153132 2060687 1897458 163229 62757 57622 5135 248575 223393 25182 207922 176038 31884 4946 4946 4200 4200 761 761 942296 861803 80493 150000 150000 110952 109307 1645 2022 2022 1099418 1099418 1614 1614 455551 455551 1279702 1279702 161004 161004 FOOD/CATERING 580323 571718 8605 SHARED SERVICES 468720 468720 REPAIRS AND MAINTENANCE 334558 334558 SUPPLIES 117241 115503 1738 6651 6552 99 8453032 7501649 951383 0 814275 611736 1151507 1156598 8606 3286 73110 60777 27298678 9479989 18312553 17818689 2511035 2489282 22871086 22140368 1305337 1971319 15744143 15279706 8830855 8541288 3020269 3049682 28900604 28841995 X -6029518 -6701627 -6029518 -6701627 22871086 22140368 X 348637 -1020746 X 0 1 X 1 0 X 536715 0 0 0 0 536715 6612448 7238871 7616781 7824051 8505700 37797851 259776 312600 325273 313423 294180 1505252 7408939 7551471 7942054 8137474 8799880 39839818 0 35972 78368 11834 126174 35972 78368 11834 126174 39713644 4971 3810 2833 5768 16759 34141 4971 3810 2833 5768 16759 34141 7413910 7555281 7944887 8143242 8816639 39873959 0.99600 0.99630 0.00090 0.00000 X 0 0 0 0 0 0 0 0 1 761 761 0 PART II-B, LINE 1: MASONICARE AT CHESTER VILLAGE PAID MEMBERSHIP DUES TO LEADINGAGE CONNECTICUT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025, A PORTION 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 1720000 1720000 10211225 7087454 3123771 14082674 2356495 11726179 1039473 12310 1027163 245306 23730 221576 17818689 INTEREST RATE SWAP 727427 DUE TO/FROM AFFILIATE 1761855 2489282 DEPOSITS 89445 GENERAL RESERVE 3669 LOAN PAYABLE TO MASONICARE CORP 2956568 3049682 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 1 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 0 160033 0 13571 0 21864 0 29291 0 36360 0 261119 0 0 ANNE HOEFFERLE EXECUTIVE DIRECTOR 123984 0 0 0 843 0 11754 0 21241 0 157822 0 0 0 JENNIFER S TILLINGHAST MARKETING MANAGER 75375 0 37000 0 338 0 9428 0 32170 0 154311 0 0 0 PART I, LINE 7 COMPENSATION TO REWARD EMPLOYEES FOR ACHIEVING ANNUAL QUALITY, STRATEGIC AND FINANCIAL GOALS FOR THE ORGANIZATION FOR AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(II) "BONUS AND INCENTIVE COMPENSATION". 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 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 CHESTER VILLAGE 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 IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 464,857. MANAGEMENT AND GENERAL EXPENSES 43,418. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508,275. ENTERTAINMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 76,265. MANAGEMENT AND GENERAL EXPENSES 7,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,388. FOOD SERVICES: PROGRAM SERVICE EXPENSES 166,661. MANAGEMENT AND GENERAL EXPENSES 15,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,227. LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 7,453. MANAGEMENT AND GENERAL EXPENSES 696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,149. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 117,863. MANAGEMENT AND GENERAL EXPENSES 11,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,872. ACTUARIAL SERVICES: PROGRAM SERVICE EXPENSES 14,736. MANAGEMENT AND GENERAL EXPENSES 1,376. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,112. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 13,968. MANAGEMENT AND GENERAL EXPENSES 1,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,273. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -42,418. NET POST-RETIREMENT BENEFIT COSTS -588. EQUITY TRANSFERS -977,740. 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 CORP 0 MASONICARE HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORP 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 CORP 0 MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO ELDERLY CT 501(C)(3) LINE 10 MASONICARE CORP 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 CORP 0 MASONICARE AT ROCKY HILL INC PO BOX 70 WALLINGFORD CT 06492 331887016 ASSISTED LIVING COMMUNITY CT 501(C)(3) LINE 10 MASONICARE CORP 0 UNITED METHODIST HOMES INC PO BOX 70 WALLINGFORD CT 06492 060987394 HEALTH CARE SERVICES CT 501(C)(3) LINE 10 MASONICARE CORP 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 CORP 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 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 PO BOX 70 WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(C)(10) N/A 0 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 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1