Masonicare at Chester Village Inc (EIN 822936624) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Phone

8605311400

Tax Period

2023-10-01 to 2024-09-30

Masonicare at Chester Village Inc, founded in 2017, is a community nonprofit in the Housing & Shelter sector that reported $8.1M in total revenue in fiscal year 2023.

Mission

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING INDEPENDENT LIVING TO PEOPLE AGED 55 AND OVER.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,824,051

Investment Income $5,768

Other Revenue $313,423

TOTAL REVENUE $8,143,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,664,746

Fundraising Expenses $0

Program Expenses $7,183,056

Other Expenses $5,524,263

TOTAL EXPENSES $8,189,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,143,242	$7,944,887	+0.0%
Expenses	$8,189,009	$7,568,526	+0.1%
Net Income	$-45,767	$376,361	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,259,462

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE MCWAIN	SECRETARY	1.0	Officer Director	$0	$0	$0
BRUCE R BELLMORE	VICE CHAIRMAN	1.0	Officer Director	$0	$0	$0
CHRISTOPHER J EARLE	CHAIRMAN	1.0	Officer Director	$0	$0	$0
NEWTON BUCKNER	TREASURER	1.0	Officer Director	$0	$0	$0
DAVID BERARDESCA	DIRECTOR	1.0	Director	$0	$0	$0
EDWARD C PAGE	DIRECTOR	1.0	Director	$0	$0	$0
JOHN LAWLOR	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH J PORCO	DIRECTOR (THRU 03/31/24)	1.0	Director	$0	$0	$0
KERRY BROWN	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN J HECHT	DIRECTOR	1.0	Director	$0	$0	$0
LAURA MICHNOWSKI	DIRECTOR	1.0	Director	$0	$0	$0
MARK WINNE	DIRECTOR	1.0	Director	$0	$0	$0
RINALDO MAGLIANO	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT J FURCE	DIRECTOR	1.0	Director	$0	$0	$0
SHANE DUFRESNE	DIRECTOR (EFFECTIVE 04/01/24)	1.0	Director	$0	$0	$0
SHELBY JACKSON	DIRECTOR	1.0	Director	$0	$0	$0
THADDEUS M STEWART	DIRECTOR	1.0	Director	$0	$0	$0
THEODORE J NELSON	DIRECTOR	1.0	Director	$0	$0	$0
ANNE HOEFFERLE	EXECUTIVE DIRECTOR	40.0	Officer	$122,610	$22,323	$144,933
JON-PAUL VENOIT	PRESIDENT AND CEO, ASSISTANT SECRETARY	1.0	Officer	$0	$58,740	$786,378
STEVEN D BEAULIEU	CFO, ASSISTANT TREASURER	1.0	Officer	$0	$44,115	$328,151
KAYLA CATHCART	WELLNESS ALSA MANAGER	40.0	Highest	$100,086	$40,490	$140,576

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$8,143,242	$8,189,009	$22,871,086	$-45,767
2023	$7,944,887	$7,568,526	$23,822,038	$376,361
2022	$7,555,281	$7,349,402	$23,907,668	$205,879
2021	$7,413,910	$7,394,329	$26,931,477	$19,581
2020	$5,976,542	$7,013,336	$28,994,287	$-1,036,794
2019	$4,667,781	$6,988,945	$28,069,387	$-2,321,164
2018	$2,854,557	$4,596,041	$24,399,838	$-1,741,484

Masonicare at Chester Village Inc