2025-08-08T16:37:09+00:00 2024-09-30 331374517 PKF OConnor Davies Advisory LLC 500 Mamaroneck Avenue Suite 301 Harrison NY 105281633 990 2023-10-01 060655131 Masonicare Health Center MASO 2036786310 PO Box 70 Wallingford CT 06492 DAVID LAWLOR CFO 2036795555 2025-08-08 true Garrett M Higgins P00543209 9143818900 2025-08-08 X 2023 2025-03-06 01:10:19Z JON-PAUL VENOIT PO Box 70 Wallingford CT 06492 58975646 false X www.masonicare.org/services/health-wellness X 1889 CT THE MISSION OF MASONICARE HEALTH CENTER IS TO PROVIDE COMPREHENSIVE MEDICAL SERVICES TO THE ELDERLY.` 17 17 770 75 0 0 617795 566434 55073143 57978741 6434 2101 400332 428370 56097704 58975646 0 0 34594937 33969205 0 0 25671872 24020221 60266809 57989426 -4169105 986220 31550601 35446265 8437424 7720417 23113177 27725848 THE MISSION OF MASONICARE HEALTH CENTER IS TO PROVIDE COMPREHENSIVE MEDICAL SERVICES TO THE ELDERLY. IN FURTHERANCE OF OUR TRADITIONAL MASONIC VALUES, THE MISSION OF MASONICARE HEALTH CENTER IS TO ENHANCE THE QUALITY OF LIFE BY PROVIDING HEALTH, SOCIAL AND SPIRITUAL CARE THROUGHOUT AN INDIVIDUAL'S LIFETIME WITH EMPHASIS ON THE NEEDS OF OLDER PERSONS. MASONICARE HEALTH CENTER WILL BE RECOGNIZED AS AN ORGANIZATION COMMITTED TO ESTABLISHING HEALTHCARE CENTERS FOR EXCELLENCE IN ALL OF ITS AFFILIATES THROUGH THE DEVELOPMENT OF AN INTEGRATED, PERSON-CENTERED HEALTHCARE SYSTEM. DEDICATED TO OUR VALUES AND IN PARTNERSHIP WITH OUR COMMUNITIES, WE ARE COMMITTED TO MEETING THE TOTAL NEEDS OF THOSE WE SERVE...MIND, BODY AND SPIRIT false false 52078357 57987529 Masonicare Health Center is a multi-level care facility. Masonicare Health Center provides services in the following areas: skilled nursing care (long-term care including memory care and rehabilitation care), geriatric medical psychiatric hospital services and assisted living and independent living apartments. During 2024, the facility's services were utilized as follows: skilled nursing, 260 licensed beds at 88.0% occupancy; geriatric medical psychiatric care, 50 licensed beds at 95.2% occupancy; assisted living, 86 apartments at 86.5% occupancy; and independent living, 93 apartments at 96.0% occupancy. 52078357 true true false true false false false true true true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false false true false false false true 78 0 770 true false false false false false false false false false false false false X 17 17 false false false false true true true true false false false true true true true true true false false false X DAVID LAWLOR 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 BONNIE MCWAIN SECRETARY 1.0 6.0 X X 0 0 0 BRUCE R BELLMORE VICE CHAIRMAN 1.0 6.0 X X 0 0 0 CHRISTOPHER J EARLE CHAIRMAN 1.0 7.0 X X 0 0 0 NEWTON BUCKNER TREASURER 1.0 7.0 X X 0 0 0 DAVID BERARDESCA DIRECTOR 1.0 7.0 X 0 0 0 EDWARD C PAGE DIRECTOR 1.0 6.0 X 0 0 0 JOHN LAWLOR DIRECTOR 1.0 6.0 X 0 0 0 JOSEPH J PORCO DIRECTOR (THRU 03/31/24) 1.0 6.0 X 0 0 0 KERRY BROWN DIRECTOR 1.0 6.0 X 0 0 0 KEVIN J HECHT DIRECTOR 1.0 6.0 X 0 0 0 LAURA MICHNOWSKI DIRECTOR 1.0 6.0 X 0 0 0 MARK WINNE DIRECTOR 1.0 6.0 X 0 0 0 RINALDO MAGLIANO DIRECTOR 1.0 6.0 X 0 0 0 ROBERT J FURCE DIRECTOR 1.0 7.0 X 0 0 0 SHANE DUFRESNE DIRECTOR (EFFECTIVE 04/01/24) 1.0 7.0 X 0 0 0 SHELBY JACKSON DIRECTOR 1.0 6.0 X 0 0 0 THADDEUS M STEWART DIRECTOR 1.0 6.0 X 0 0 0 THEODORE J NELSON DIRECTOR 1.0 6.0 X 0 0 0 COURTNEY O'SULLIVAN LONG TERM CARE ADMINISTRATOR 40.0 0 X 157300 0 39763 JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 1.0 47.0 X 0 727638 58740 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 1.0 47.0 X 0 284036 44115 CARA CARBRAY DIRECTOR BEHAVIORAL HEALTH HOSPITAL 40.0 0 X 136726 0 36411 LAWRENCE OGBOGU BEHAVIORAL HEALTH APRN 40.0 0 X 173221 0 7656 LINDA LUMAN PSYCHIATRIC CLINICAL SUPERVISOR 40.0 0 X 243892 0 5296 MARY JANE GAGLIARDI PSYCHIATRIC CLINICAL SUPERVISOR 40.0 0 X 266859 0 47587 PATRICIA EVELYN DIRECTOR OF NURSING SNF 40.0 0 X 185182 0 33229 1163180 1011674 272797 33 false true false HealthPRO Heritage PO BOX 69268 BALTIMORE MD 21264 THERAPY SERVICES 3003618 AAA Nursing Care LLC 3303 Main Street Stratford CT 06614 Nursing Services 1759880 IntelyCare Inc 1250 Hancock St Quincy MA 02169 Nursing Services 1018193 Saucier Mechanical Services 148 Norton St Plantsville CT 06479 HVAC Services 657259 Morrison Management Specialists PO Box 102289 Atlanta GA 30368 Food Services 585541 33 566434 566434 SKILLED NURSING 623311 32073377 32073377 GERIATRIC MED PSYCHIATRIC 623311 18237466 18237466 HOME FOR AGED 623311 4365057 4365057 RESIDENT FEES-APARTMENTS 623311 2833988 2833988 Other Program Services 623311 468853 468853 0 0 0 0 57978741 2101 2101 203338 203338 0 203338 203338 0 0 DIETARY 900099 166207 166207 SHOPS / STORAGE 900099 46163 46163 VENDING MACHINES 900099 3874 3874 8788 0 0 8788 225032 58975646 57978741 0 430471 X 201143 201143 0 0 26140432 25519820 620612 1466802 1229411 237391 4230635 4130194 100441 1930193 1871970 58223 28246 28246 39470 39470 5233 5233 10351220 7172460 3178760 0 37205 37125 80 22766 21772 994 1936915 1652919 283996 876 411 465 2555 2430 125 732896 732896 1903975 1870975 33000 656000 656000 SUPPLIES OTHER 3301545 3239370 62175 REPAIRS 2852784 2626593 226191 PROVIDER TAX-CONNECTICUT 1155391 1155391 PHARMACY 802341 802341 190803 60929 129874 0 57989426 52078357 5911069 0 1200 485418 8151381 8270966 0 0 0 0 40005 40005 228170 214354 103134182 77521315 22616151 25612867 0 0 513694 822655 31550601 35446265 6468362 5309046 -4047 -4047 349191 311747 0 0 1623918 2103671 8437424 7720417 23113177 27725848 23113177 27725848 31550601 35446265 X 986220 3626451 X false true X true true true X 847355 1533285 826915 617795 566434 4391784 59304829 49435178 53556199 55073143 57978741 275348090 268810 200073 186789 206659 225032 1087363 0 0 60420994 51168536 54569903 55897597 58770207 280827237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 280827237 146274 145687 186454 200107 205439 883961 0 146274 145687 186454 200107 205439 883961 0 0 0 0 0 0 0 60567268 51314223 54756357 56097704 58975646 281711198 0.9969 0.9973 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 5233 5233 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY MASONICARE HEALTH CENTER PAID MEMBERSHIP DUES TO LEADING AGE, THE CONNECTICUT HOSPITAL ASSOCIATION AND THE AMERICAN HOSPITAL ASSOCIATION FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, $5,233 OF THE MEMBERSHIP DUES PAID WAS USED FOR LOBBYING ON ISSUES RELEVANT TO THE ORGANIZATION'S EXEMPT PURPOSE false true X 87901790 134344 4318924 152304 7189 92195565 86314927 63400 1772860 242823 6574 87901790 88482467 2551822 -4512040 196479 10843 86314927 84884852 457427 3659627 192064 327375 88482467 84052687 574456 610214 170327 182178 84884852 0.0 0.95 0.05 false true true 77643837 57455108 20188729 5242359 4021602 1220757 13013955 12255212 758743 7234031 3789393 3444638 25612867 RESERVE FOR ASBESTOS REMOVAL 1012000 ESTIMATED THIRD PARTY LIABILITY 986552 OTHER LIABILITIES 105119 2103671 X Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PHILANTHROPIC MISSION AND ACTIVITIES OF MASONICARE CORPORATION AND ITS AFFILIATES. Schedule D, Part IV, Line 2b Explanation of escrow agreement TRUST ACCOUNTS FOR LONG TERM RESIDENTS. FINANCIAL ACCOUNT INTO WHICH MONEY CAN BE DEPOSITED TO BE USED FOR PERSONAL PREFERENCE ITEMS. TRUST ACCOUNT DEPOSITORS ARE REGULARLY PROVIDED THE STATUS AND ACTIVITY OF THEIR ACCOUNTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 IT IF 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, 2024 AND 2023. 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 AUDIT BY THE IRS. true true X true X false true false true true 0 0.0 26626497 20988883 5637614 0.0972 0 0.0 0 0 26626497 20988883 5637614 0.0972 125734 125734 0.0022 0 0.0 0 0.0 0 0.0 0 0.0 0 0 125734 0 125734 0.0022 0 0 26752231 20988883 5763348 0.0994 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 2457932 7581734 6826120 755614 X true true 1 1 Masonicare Health Center 22 Masonic AVenue Wallingford CT 06492 www.masonicare.org/services/health-wellness 11-CD, H0008 X Masonicare Health Center 1 false false true X X X X X X X X X 22 true false false true X WWW.MASONICARE.ORG/ABOUT-US/COMMUNITY-IMPACT X true 22 true WWW.MASONICARE.ORG/ABOUT-US/COMMUNITY-IMPACT false true X 200.0 X X true true X X X X true X www.masonicare.org/resources/financial-options X www.masonicare.org/resources/financial-options X www.masonicare.org/resources/financial-options X X X X X X true X false X X X true X false false Schedule H, Part V, Section B, Line 3E THE MASONICARE HEALTH CENTER ASSESSMENT QUESTIONNAIRE WAS DESIGNED TO ASK RESPONDENTS FOR PRIORITIZE THE "MOST IMPORTANT, 2ND MOST IMPORTANT, 3RD MOST IMPORTANT" UNMET NEED. MASONICARE LEADERSHIP REVIEWED THE PRIORITIZATION FOR REASONABLENESS AND DISCUSSED WHICH ITEMS WERE APPROPRIATE FOR MHC FOLLOW-UP. THE ITEMS CONSIDERED INCLUDED THE SEVERITY OF THE NEED, THE URGENCY OF THE NEED AND THE IMPORTANCE OF THE NEED TO THE COMMUNITY. BASED ON THE SURVEY, THREE SIGNIFICANT NEEDS WERE IDENTIFIED: ACCESS TO WELLNESS, DISEASE PREVENTION AND ON-GOING MENTAL HEALTH SERVICE; HOMECARE FOR THOSE WITH LIMITATION IN THEIR DAILY ACTIVITIES OF LIVING AS IT RELATES TO MENTAL HEALTH NEEDS; TRANSPORTATION TO MENTAL HEALTH SERVICES FOR THOSE WHO NO LONGER DRIVE AND/OR ARE UNABLE TO USE PUBLIC TRANSPORTATION. WITH MHC'S LIMITED HOSPITAL SERVICES FOR THE GERIATRIC POPULATION ONLY, THE SIGNIFICANT HEALTH NEEDS IDENTIFIED ARE NOT AS BROAD AS FOR A TYPICAL ACUTE CARE HOSPITAL. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Masonicare Health Center. Members of the collaborative team representing the community included the Director of the Wallingford Health Department, the Director of the Wallingford Senior Center and the Director of the Wallingford YMCA. Each provided input into the development of the survey questions based on first-hand knowledge of the Wallingford community. With MHC's limited hospital services for the geriatric population only, the solicitation of the input from the community is more targeted than a typical acute care hospital. Schedule H, Part V, Section B, Line 7 Facility , 1 Facility , 1 - Masonicare Health Center. The 2023 Community Health needs Assessment and Implementation Plan for Hospital Services was adopted by the Board of Directors on September 27, 2023. This document is available at www.masonicare.org by taking the following steps: - On the "home" page, click services going across the top of the page, to be directed to the "our services" page. - On the "our services" page under "Health and Wellness" click on Behavioral Health, scroll down to the heading "Forms and Information", and click Community Health Needs Assessment to be directed to the most current document. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Masonicare Health Center. FACILITY NAME: MASONICARE HEALTH CENTER DESCRIPTION: THE SIGNIFICANT NEEDS IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA INCLUDED THE FOLLOWING: Significant Need #1- Access to wellness, disease prevention and ongoing mental health services. This overall need is being addressed by MHC, particularly with the continued expansion of Behavioral Health services from 43 beds to 50 beds. The CON has been approved and completion of these seven additional beds are projected to be complete by October 2023. At the patient-level, MHC is continually working with local hospitals, local skilled nursing facilities and local physicians to be the location of choice for seniors who need the geriatric psychiatric Hospital Services provided. Masonicare promotes the availability of its services through various media outlets (television and radio advertisement, social media, the Masonicare website), as well as through statewide outreach programs, the toll-free Help Line, specific educational programs and through the ongoing work of our Community Liaisons. As we continue to open up after COVID-19 restrictions, MHC is a frequent participant in events promoting healthcare services at the local senior centers, and meetings are held periodically with representatives from the local Health Department and Housing Authority. Participation, membership and representation on the Boards of organizations such as the United Way, Leading Age CT, CALA, the Wallingford Committee on Aging and the Connecticut Alzheimer's Association support the work of identifying resources and connecting residents to new & ongoing programs. Our newest program, created in early 2023, is the CareConnect Navigator Program. This complementary program is a personal resource dedicated to help navigate the challenges and complexities of the healthand senior services system. Help is available for, but not limited to, understanding financial commitments, insurance coverage and transitions of care, and understanding where your loved one belongs in the array of health and wellness options. It is available to anyone inside and outside of the Masonicare community. Since this program was created, we have seen a large number of calls and emails from outside community members, with some pertaining to Behavioral Health issues. We feel this additional program will contribute to meeting the unmet needs this survey indicates, as well as continuing Masonicare's commitment to community benefit programs. Significant Need #2- Difficulty understanding insurance coverages for Behavioral Health services. This need is being addressed by MHC. At the in-patient level, there is ongoing communication of billing and insurance coverage for Behavioral Health services. We have two staff members in the billing department that work directly with families on insurance issues. We also have a CHOICES counselor on staff at the Masonicare HealthCare Center, who can also help with these issues. In terms of outpatient Behavioral Health services, we continue to foster relationships with The Agency on Aging, The Homecare Program for Elders, Social/Human services departments in surrounding towns, the Veteran's Administration and various homecare agencies. Our staff attend educational programs to learn more about at home Behavioral Health resources for the community, which includes CPI (crisis prevention & Intervention training). Significant Significant Need #3- Information and/or assistance in obtaining Behavioral Health benefits and services At the patient level, there is ongoing education and communication to address information and/or assistance in obtaining Behavioral Health benefits and services. On the community level, further education is provided by Masonicare's Community Services Department, our Behavioral Health Hospital staff and the new CareConnect Navigator Department. Education includes lunch and learns sponsored by any of the departments above, at Assisted Living communities, senior centers, libraries, Masonicare Healthcare Center and at Masonicare at Ashlar Village. All of these programs are open to the public and advertised through local newspapers, emails, social media, and senior centers. Other Needs- The remainder of the needs identified by the assessment questionnaire were not determined to be "significant". Schedule H, Part V, Section B, Line 13 Facility , 1 Facility , 1 - MASONICARE HEALTH CENTER. A 100% discount is also available for all medically necessary Hospital Services where for the patient responsibility in excess of 20% of the family household income. Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - Masonicare Health Center. Billing statements and follow-up correspondence note the availability of Financial Assistance Programs as one of the available "payment options". Current information regarding the Financial Assistance Policy for Hospital Services (and the related plain language summary and application form) are available at www.masonicare.org by taking the following steps: - On the "home" page, click Services going across the top of the page. - On the "our services" page,under "Health and Wellness" click Behavioral Health. - On the "Behavioral Health" page, scroll down to 'Forms and Information click on the link for the Financial Assistance Application and Policy for Hospital Services. Schedule H, Part V, Section B, Line 16 Facility , 1 Facility , 1 - Masonicare Health Center. Translations of the Financial Assistance Policy for Hospital Services, Financial Assistance Application for Hospital Services and the Plain Language Summary documents will be made available if and when the Limited English Proficiency requirements are met. 0 Schedule H, Part III, Line 9b Provisions on Collection Practices for Qualified Patients Masonicare Health Center (MHC) provides financial assistance to patients who meet certain criteria under the financial assistance policy without charge, or at amounts less than established rates. According to its Financial Assistance Policy, Masonicare Health Center does not pursue extraordinary collection actions against any patients in the collection of amounts billed for hospital services. Schedule H, Part I, Line 5a Schedule H, Part I, LIne 5a With approximately 0.5% of total revenue coming from private pay/self pay sources, MHC does not explicitly budget for financial assistance costs. Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care A 100% DISCOUNT IS ALSO AVAILABLE FOR ALL MEDICALLY NECESSARY HOSPITAL SERVICES WHERE FOR THE PATIENT RESPONSIBILITY IN EXCESS OF 20% OF THE FAMILY HOUSEHOLD INCOME. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount MASONICARE HEALTH CENTER (MHC) CALCULATES THE ESTIMATED ALLOWANCE FOR DOUBTFUL ACCOUNTS BY APPLYING THE APPROPRIATE RESERVE FACTORS BASED UPON HISTORICAL COLLECTION PERCENTAGES TO THE VARIOUS AGING CATEGORIES OF PATIENT ACCOUNTS RECEIVABLE. THE PROVISION FOR BAD DEBTS IS THE AMOUNT REQUIRED TO HAVE THE ALLOWANCE FOR DOUBTFUL ACCOUNTS STATED AT THE CALCULATED VALUE. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE HOSPITAL IS UNABLE TO ESTIMATE ACCURATELY THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE FOR FREE SERVICES UNDER THE FINANCIAL ASSISTANCE POLICY. ALTHOUGH A PORTION OF BAD DEBT EXPENSE MAY RELATE TO PATIENTS WHO WOULD QUALIFY FOR CHARITY CARE, A REPORTABLE FIGURE CAN NOT BE REASONABLY ESTIMATED. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE. BAD DEBT EXPENSE FOR THE YEARS ENDING SEPTEMBER 30, 2024 AND 2023 WAS NOT SIGNIFICANT. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE HOSPITAL CONTINUALLY STRIVES TO PROVIDE EXCELLENT PATIENT CARE IN THE MOST COST EFFECTIVE FASHION. NONETHELESS, THE MEDICARE PROGRAM, IN MANY CASES, DOES NOT PROVIDE PAYMENT THAT COVERS THE FULL COST OF THE CARE PROVIDED. THE IRS DOES NOT CLASSIFY THIS SHORTFALL IN MEDICARE PAYMENTS AS COMMUNITY BENEFITS. HOWEVER, WE BELIEVE IT IS AN IMPORTANT CONTRIBUTION MADE BY THE HOSPITAL TO THE HEALTH AND WELL BEING OF THE COMMUNITY. THE SOURCE FOR THE AMOUNT REPORTED ON LINE 6 WAS THE MEDICARE COST REPORT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance MASONICARE HEALTH CENTER (MHC) PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE FINANCIAL ASSISTANCE POLICY WITHOUT CHARGE, OR AT AMOUNTS LESS THAN ESTABLISHED RATES. ACCORDING TO ITS FINANCIAL ASSISTANCE POLICY, MASONICARE HEALTH CENTER DOES NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY PATIENTS IN THE COLLECTION OF AMOUNTS BILLED FOR HOSPITAL SERVICES. Schedule H, Part V, Section B, Line 16a FAP website - Masonicare Health Center: Line 16a URL: www.masonicare.org/resources/financial-options; Schedule H, Part V, Section B, Line 16b FAP Application website - Masonicare Health Center: Line 16b URL: www.masonicare.org/resources/financial-options; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Masonicare Health Center: Line 16c URL: www.masonicare.org/resources/financial-options; Schedule H, Part VI, Line 2 Needs assessment VARIOUS COMMITTEES AND GROUPS AT MASONICARE MEET PERIODICALLY TO DISCUSS THE NEEDS OF THE COMMUNITY WE SERVE AS WELL AS THE RESOURCES AND SERVICES AVAILABLE AT MASONICARE AND OTHER AGENCIES IN THE AREA. THE ORGANIZATION IS REPRESENTED AT COMMUNITY LEVEL ORGANIZATIONS AND GROUPS THAT ARE INVOLVED WITH THE ASSESSMENT OF COMMUNITY NEEDS. THE ORGANIZATION'S RESOURCES ARE CALLED UPON TO PARTICIPATE IN PROGRAMS AND PROJECTS PUT TOGETHER TO ADDRESS THOSE NEEDS. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance MASONICARE HEALTH CENTER (MHC) INFORMS PATIENTS AND THEIR FAMILIES ABOUT FINANCIAL ASSISTANCE DURING THE ADMISSION PROCESS FOR ALL HOSPITAL SERVICES. INFORMATION IS POSTED THROUGHOUT THE HOSPITAL AS WELL AS ON MASONICARE'S WEBSITE AND ON THE PATIENT BILLING STATEMENT Schedule H, Part VI, Line 4 Community information THE COMMUNITY SERVED BY MASONICARE HEALTH CENTER'S GERIATRIC HOSPITAL SERVICES IS THE SENIOR POPULATION (AGE 60 AND OLDER) IN THE WALLINGFORD AND MERIDEN CONNECTICUT AREA. MANY OF THE INDIVIDUALS SERVED BY THE GERIATRIC HOSPITAL FACILITY COME FROM THE LARGER SENIOR CARE ENVIRONMENT AT MASONICARE HEALTH CENTER, WITH THE GERIATRIC HOSPITAL SERVICES ONLY A SMALL COMPONENT OF MASONICARE HEALTH CENTER'S OVERALL OPERATION. WITH LIMITED HOSPITAL SERVICES FOR THE GERIATRIC POPULATION ONLY, THE DEFINITION OF THE COMMUNITY SERVED IS MORE TARGETED THAN FOR A TYPICAL ACUTE CARE HOSPITAL. Schedule H, Part VI, Line 5 Promotion of community health A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA WHO ARE NEITHER EMPLOYEES NOR INDEPENDENT CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS THEREOF. THE ORGANIZATION EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY FOR SOME OR ALL OF ITS DEPARTMENTS OR SPECIALTIES. MASONICARE PROVIDES VARIOUS HEALTH PROMOTION AND COMMUNITY ASSISTANCE ACTIVITIES, INCLUDING THE FOLLOWING: FREE EDUCATION PROGRAMS AND SERVICES TO INDIVIDUALS AND FAMILIES THROUGHOUT CONNECTICUT. LUNCH AND LEARN - THIS PROGRAM IS DESIGNED TO PROVIDE SENIORS AND OTHERS WITH EDUCATION ON HEALTH AND WELLNESS. SPEAKERS ARE TYPICALLY CLINICAL PROFESSIONALS FROM THROUGHOUT THE MASONICARE CONTINUUM AND COMMUNITY EXPERTS. MASONICARE HAS COORDINATED WITH THE SENIOR CENTERS AND LIBRARIES THROUGHOUT CONNECTICUT. MASONICARE COMMUNITY SERVICES - THIS IS A STATEWIDE OUTREACH PROGRAM AVAILABLE TO ALL CONNECTICUT RESIDENTS AND OFFERS INFORMATION AND GUIDANCE ON A VARIETY OF PROGRAMS AND SERVICES INCLUDING: - MEDICARE, MEDICAID (TITLE 19), AND MEDICARE PART D - BENEFITS ELIGIBILITY - CAREGIVER ASSISTANCE PROGRAMS - STATE AND FEDERAL PROGRAMS - HOUSING OPTIONS THESE SERVICES ARE AVAILABLE OVER THE PHONE OR IN THE COMFORT OF THE RESIDENT'S HOME. MASONICARE COMMUNITY SERVICES ALSO PROVIDES ASSISTANCE THROUGH A CHOICES CERTIFIED COUNSELOR FOR ALL MEDICARE QUESTIONS REGARDING MEDICARE ADVANTAGE PLANS, PART D PRESCRIPTION DRUG PLANS AND TRADITIONAL MEDICARE COVERAGES. MASONICARE'S CARECONNECT NAVIGATOR IS A NEW COMPLIMENTARY PERSONAL RESOURCE DEDICATED TO HELPING ANYONE IN THE COMMUNITY AT LARGE TO NAVIGATE THE COMPLEX WORLD OF HEALTH AND SENIOR CARE SERVICES. THE MISSION OF THIS PROGRAM IS TO HELP EASE THE STRESS OF CARE TRANSITIONS AND ASSIST IN ACCESSING CARE, SERVICES AND RESOURCES. MASONICARE FREQUENTLY HOLDS BLOOD PRESSURE SCREENINGS AND SENIOR HEALTH FAIRS THROUGHOUT THE STATE, AND MAKES ITS FACILITIES AVAILABLE TO MANY COMMUNITY ORGANIZATIONS INCLUDING THE MERIDEN-WALLINGFORD M-TEAM, HEALTHY WALLINGFORD, THE ALZHEIMER'S ASSOCIATION, PARKINSON'S SUPPORT GROUPS, VETERANS COFFEE HOUSES, THE AMERICAN RED CROSS AND CT DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES. Schedule H, Part VI, Line 6 Affiliated health care system the health of the communities served by the system. Sch H, Part VI, Line 6 MASONICARE OF WALLINGFORD, CONNECTICUT, IS THE STATE'S LEADING PROVIDER OF HEALTHCARE AND RETIREMENT LIVING COMMUNITIES FOR SENIORS. A NOT-FOR-PROFIT WITH MORE THAN 100 YEARS OF EXPERIENCE, MASONICARE IS RECOGNIZED FOR QUALITY, COMPASSIONATE CARE AND STEADFAST SUPPORT PROVIDED TO RESIDENTS AND PATIENTS. MASONICARE ENCOMPASSES A BROAD RANGE OF GERIATRIC HEALTHCARE AND SENIOR LIVING OPTIONS: SKILLED NURSING AND REHABILITATION FACILITY - MASONICARE HEALTH CENTER (MHC) LOCATED IN WALLINGFORD CT. HOME HEALTH AND HOSPICE SERVICES - MASONICARE HOME HEALTH & HOSPICE, OUR STATEWIDE HEALTHCARE AND HOSPICE AFFILIATE, PROVIDED SERVICES TO 6,300 PATIENTS IN THE FISCAL YEAR ENDED SEPTEMBER 30, 2024 THROUGH ITS 3 OFFICES (LOCATED IN EAST HARTFORD, CT, NORWICH, CT, AND WALLINGFORD, CT). INDEPENDENT LIVING OPTIONS - CONTINUING CARE RETIREMENT COMMUNITIES, MASONICARE AT ASHLAR VILLAGE (MAV) , MASONICARE AT MYSTIC (MAM) AND MASONICARE AT CHESTER VILLAGE (MCV), AND THE JOHNSON, WELLS, AND HAWKINS APARTMENTS FOR INDIVIDUALS 55 AND OVER LOCATED AT MHC IN WALLINGFORD CT. ASSISTED LIVING COMMUNITY - POND RIDGE LOCATED AT MAV IN WALLINGFORD CT. PERSONAL CARE AT HOME - LIVE IN, PERSONAL CARE ATTENDANT AND HOMEMAKER SERVICES ARE PROVIDED IN AN INDIVIDUAL'S HOME BY AFFILIATE MASONICARE AT HOME (MAH). A RESIDENTIAL CARE HOME - THE LESLIE G. WRIGHT RESIDENCE LOCATED AT MHC IN WALLINGFORD CT. Schedule H, Part VI, Line 7 State filing of community benefit report CT false false false false false false false true false JON-PAUL VENOIT PRESIDENT AND CEO, ASSISTANT SECRETARY 0 681985 0 21000 0 24653 0 12652 0 46088 0 786378 0 0 STEVEN D BEAULIEU CFO, ASSISTANT TREASURER 0 254453 0 3000 0 26583 0 11254 0 32861 0 328151 0 0 COURTNEY O'SULLIVAN LONG TERM CARE ADMINISTRATOR 156950 0 0 0 350 0 6821 0 32942 0 197063 0 0 0 LAWRENCE OGBOGU BEHAVIORAL HEALTH APRN 158680 0 14069 0 472 0 6910 0 746 0 180877 0 0 0 MARY JANE GAGLIARDI PSYCHIATRIC CLINICAL SUPERVISOR 232483 0 33540 0 836 0 9692 0 37895 0 314446 0 0 0 PATRICIA EVELYN DIRECTOR OF NURSING SNF 162756 0 20125 0 2301 0 6258 0 26971 0 218411 0 0 0 CARA CARBRAY DIRECTOR BEHAVIORAL HEALTH HOSPITAL 136439 0 0 0 287 0 5869 0 30542 0 173137 0 0 0 LINDA LUMAN PSYCHIATRIC CLINICAL SUPERVISOR 215650 0 27870 0 372 0 3965 0 1331 0 249188 0 0 0 Schedule J, Part I, Line 3 THE ORGANIZATIONS 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. Schedule J, Part I, Line 7 COMPENSATION TO REWARD SENIOR MANAGEMENT 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". Form 990, Part VI, Line 6 Classes of members or stockholders 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, Line 7a Members or stockholders electing members of governing body MASONICARE CORPORATION, AS SOLE CORPORATE MEMBER, ANNUALLY APPOINTS THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders 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, Line 8b Documentation of meetings held by committees of governing body MASONICARE HEALTH CENTER DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. Form 990, Part VI, Line 11b Review of form 990 by governing body MASONICARE MANAGEMENT AND OUR EXTERNAL ACCOUNTANTS 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, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public THE ORGANIZATION PROVIDES REQUIRED DOCUMENTS UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 8788, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 8788; Form 990, Part IX, Line 11g Other Fees PROFESSIONAL FEES - Total Expense: 590170, Program Service Expense: 574166, Management and General Expenses: 16004, Fundraising Expenses: ; PURCHASE SERVICES - Total Expense: 6682533, Program Service Expense: 6598294, Management and General Expenses: 84239, Fundraising Expenses: ; SHARED SERVICES - Total Expense: 3078517, Program Service Expense: 0, Management and General Expenses: 3078517, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CAPITAL CONTRIBUTIONS FROM RELATED ENTITIES - 3626451; FORM 990, PART VI, LINE 15A - COMPENSATION OF TOP MANAGEMENT OFFICIAL FORM 990, PART VI, LINE 15A CHECKED "NO" IN ACCORDANCE WITH THE IRS INSTRUCTIONS SINCE THE FILING ORGANIZATION DOES NOT COMPENSATE THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, LINE 15B - COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES THE CEO RECOMMENDS ANY SALARY ADJUSTMENTS OF THE EXECUTIVE LEADERSHIP, USING THE RESULTS OF THE VALUATION STUDY AND HIS ASSESSMENT OF INDIVIDUAL PERFORMANCE OR OTHER PERTINENT INFORMATION. THE PROPOSED EXECUTIVE SALARY CHANGES ARE PROVIDED TO THE COMPENSATION COMMITTEE. THE PROCESS WAS COMPLETED IN MAY 2024 FOR THE FOLLOWING POSITIONS: CHIEF FINANCIAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF OF HEALTHCARE SERVICES, CHIEF OF STRATEGY, VICE PRESIDENT OF HUMAN RESOURSES, VICE PRESIDENT OF MISSION EFFECTIVENESS, EXECUTIVE DIRECTOR OF MASONICARE AT MYSTIC, EXECUTIVE DIRECTOR OF MASONICARE AT CHESTER VILLAGE, EXECUTIVE DIRECTOR OF MASONIC CHARITY FOUNDATION, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, HEALTH AND HOSPICE, EXECUTIVE DIRECTOR OF MASONICARE AT HOME, LTC ADMINISTRATOR OF MASONICARE HEALTH CENTER. FORM 990, PART VII, SECTION A, LINE 1A - TRUSTEES HOURS RELATED FOR VOLUNTEER TRUSTEES (COLUMN B) ARE THE ESTIMATED HOURS PER WEEK THAT THE VOLUNTEER TRUSTEES CONTRIBUTE TO THIS AND ALL OTHER RELATED EXEMPT ORGANIZATIONS, NOT NECESSARILY EQUALLY BUT IN THE PROPORTION REQUIRED FOR WHICH THEY RECEIVE NO COMPENSATION. RELATED ORGANIZATIONS INCLUDE, MASONICARE CORPORATION, MASONIC CHARITY FOUNDATION OF CT, MASONICARE AT ASHLAR VILLAGE INC., MASONICARE HOME HEALTH AND HOSPICE INC., MASONICARE AT HOME INC., MASONICARE AT MYSTIC INC., MASONICARE AT CHESTER VILLAGE INC. AND KEYSTONE INDEMNITY COMPANY LTD. MASONICARE CORPORATION PO BOX 70 WALLINGFORD CT 06492 061435919 PARENT HOLDING AND SUPPORT ORGANIZATION CT 501(c)(3) Type III-FI NA false MASONIC CHARITY FOUNDATION OF CT PO BOX 70 WALLINGFORD CT 06492 061435920 PROVIDE PLANNED GIVING AND DEVELOPMENT CT 501(c)(3) 7 MASONICARE CORPORATION false MASONICARE AT ASHLAR VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 061050830 CCRC AND ASSISTED LIVING COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT CHESTER VILLAGE INC PO BOX 70 WALLINGFORD CT 06492 822936624 CONTINUING CARE RETIREMENT COMMUNITY CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE HOME HEALTH AND HOSPICE INC PO BOX 70 WALLINGFORD CT 06492 061101924 PROVIDE HOME HEALTH/HOSPICE SERVICES CT 501(c)(3) 10 MASONICARE CORPORATION false MASONICARE AT HOME INC PO BOX 70 WALLINGFORD CT 06492 202377783 PROVIDE HOME SERVICES TO THE ELDERLY CT 501(c)(3) 10 MASONICARE CORPORATION false KEYSTONE INDEMNITY COMPANY LTD 126 COLLEGE STREET SUITE 400 BURLINGTON VT 05401 030371612 PROVIDE INSURANCE SERVICES TO MASONICARE CT 501(c)(3) Type III-FI MASONICARE CORPORATION false MASONICARE AT MYSTIC INC PO BOX 70 WALLINGFORD CT 06492 464656008 MANAGE SENIOR LIVING FACILITY CT 501(c)(3) Type I MASONICARE AT ASHLAR VILLAGE INC false AF & AM OF CT GRAND LODGE 69 MASONIC AVENUE WALLINGFORD CT 06492 060243277 MASONIC FRATERNAL ORGANIZATION CT 501(c)(10) NA false GENM SENIOR CARE CONSULTING GROUP LLC 22 MASONIC AVENUE WALLINGFORD CT 06492 871834093 CONSULTING CT MASONICARE CORPORATION C Corporation false false false true false true false false false false false true false true false true true true false true