MASONICARE AT MYSTIC INC Charity Report

Public IRS 990 nonprofit record

MASONICARE AT MYSTIC INC

EIN 46-4656008 · Human Service Organizations (P20)

What they do

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, 2024 MAM OWNS 88.4% of SLM WITH THE REMAINING 11.6% OWNED BY MYSTIC SENIOR LIVING ASSOCIATES, LLC. THE 179 UNIT ASSISTED LIVING FACILITY IN MYSTIC, CONNECTICUT, OPENED IN NOVEMBER 2016.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $63.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

172.91%of revenue went to mission work63.4% of expenses · Program services

$272.91spent for every $100 of revenueSpending was higher than revenue this year.

100.00%of revenue went to management and office costs36.6% of expenses

$15.52in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,146,712 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $152,090 for LAUREN DUBUQUE (EXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$663,176

Mission workProgram services$1,146,712172.91% of revenue63.4% of expenses

ManagementOffice and general costs$663,176100.00% of revenue36.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$1,809,888272.91% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 63.4% mission · 36.6% management · 0.0% fundraisingTotal expenses: 272.91% of revenue

2022Expense mix: 60.9% mission · 39.1% management · 0.0% fundraisingTotal expenses: 256.01% of revenue

2021Expense mix: 52.1% mission · 47.9% management · 0.0% fundraisingTotal expenses: 208.98% of revenue

2020Expense mix: 43.2% mission · 56.8% management · 0.0% fundraisingTotal expenses: 176.15% of revenue

2019Expense mix: 73.4% mission · 26.6% management · 0.0% fundraisingTotal expenses: 375.28% of revenue

2018Expense mix: 75.2% mission · 24.8% management · 0.0% fundraisingTotal expenses: 402.75% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 308.17% of revenue

2016Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 496.61% of revenue

Money in and money out

Revenue$663,176

Expenses$1,809,888

Annual shortfall $1,146,712 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,146,712 · 63.4% of expenses

Management and office costs$663,176 · 36.6% of expenses

See all reported dollar amounts

Revenue$663,176

Expenses$1,809,888

Assets$28,091,929

Income$663,176

Mission work (program services)$1,146,712

Management and general$663,176

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LAUREN DUBUQUEEXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE · 40 hrs/week $152,090Base $132,067 · Other $20,023

SARAH PATTERSONDIRECTOR ALSA SENIOR LIVING BY MASONICARE · 40 hrs/week $110,892Base $104,965 · Other $5,927

JON-PAUL VENOITPRESIDENT AND CEO, ASSISTANT SECRETARY · 1 hrs/week $58,740Base · Other $58,740

STEVEN D BEAULIEUCFO, ASSISTANT TREASURER · 1 hrs/week $44,115Base · Other $44,115

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

LAUREN DUBUQUEEXECUTIVE DIRECTOR SENIOR LIVING BY MASONICARE

SARAH PATTERSONDIRECTOR ALSA SENIOR LIVING BY MASONICARE

JON-PAUL VENOITPRESIDENT AND CEO, ASSISTANT SECRETARY

STEVEN D BEAULIEUCFO, ASSISTANT TREASURER

THEODORE J NELSONDIRECTOR

BONNIE MCWAINSECRETARY

THADDEUS M STEWARTDIRECTOR

SHELBY JACKSONDIRECTOR

SHANE DUFRESNEDIRECTOR (EFFECTIVE 04/01/24)

ROBERT J FURCEDIRECTOR

RINALDO MAGLIANODIRECTOR

NEWTON BUCKNERTREASURER

MARK WINNEDIRECTOR

LAURA MICHNOWSKIDIRECTOR

KEVIN J HECHTDIRECTOR

KERRY BROWNDIRECTOR

JOSEPH J PORCODIRECTOR (THRU 03/31/24)

JOHN LAWLORDIRECTOR

EDWARD C PAGEDIRECTOR

DAVID BERARDESCADIRECTOR

CHRISTOPHER J EARLECHAIRMAN

BRUCE R BELLMOREVICE CHAIRMAN

About this charity

Recognized since: January 2015
Location: PO Box 70, Wallingford, CT 06492
County: New Haven
In care of: David Lawlor
Primary officer: David Lawlor, CFO

How to reach them

WebsiteVisit the charity’s website Phone(860) 415-2500 Officer phone(203) 679-5555

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification: Human Service Organizations (P20)
IRS tax category: Human Service Organizations