2021-08-16T09:34:18-05:00 2020-09-30 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402411122 990 2019-10-01 061101924 Masonicare Home Health and Hospice Inc MASO 2036787857 PO Box 70 Wallingford CT 06492 STEVEN D BEAULIEU CFO 2021-08-16 true RACHEL SPURLOCK P00520729 5023263996 2019 2022-09-23 18:48:47Z ANN OLSON PO Box 70 Wallingford CT 06492 45934513 false X WWW.MASONICARE.ORG X 1999 CT Masonicare Home Health and Hospice, Inc. provides home health and hospice services to clients throughout much of the state of Connecticut. 15 15 883 16 0 0 174860 2314256 50459406 43586325 703 5770 272096 28162 50907065 45934513 0 0 0 0 38969711 36599760 0 0 0 11555406 9428203 50525117 46027963 381948 -93450 8383245 16074913 5523318 11543093 2859927 4531820 Masonicare Home Health and Hospice, Inc. provides home health and hospice services to clients throughout much of the state of Connecticut. Masonicare Home Health and Hospice, comprised of a team of highly qualified and caring individuals, is dedicated to excellence in home health and hospice care. We continually strive to improve the health and wellness of patients and families throughout Connecticut with our responsive, accessible and quality-driven approach to care at home and in the community. We are dedicated and committed to quality care and excellent customer service. We cover the majority of the state while maintaining a local feel, with an intense focus on raising the awareness of the home care benefit. We are innovative leaders in developing new programs for home care delivery. false false 37141182 43586325 Masonicare Home Health and Hospice, Inc. provides home health services to clients throughout much of the state of Connecticut including: skilled nursing care, hospice care, physical, speech and occupational therapies, medical social work and home health aide services. The total MHH&H, care of sick visits for the period ended September 30, 2020 were 167,513 and total visits for Hospice were 67,409. Total patients served were 6.156 for Care of Sick and 1,557 for Hospice. 37141182 true true false true false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 92 0 true 883 true false false false false false false false false false false false false X 15 15 false false false false true true true true false false false true true true true true true false true false X STEVEN D BEAULIEU 2036787857 22 MASONIC AVENUE WALLINGFORD CT 06492 Janet S Berry Secretary 1.0 6.0 X X 0 0 0 Newton Buckner Treasurer 1.0 7.0 X X 0 0 0 Robert F Polito Jr Chairman 1.0 7.0 X X 0 0 0 William R Deickler Vice Chairman 1.0 6.0 X X 0 0 0 Bruce R Bellmore Director (effective 03/27/20) 1.0 7.0 X 0 0 0 Christopher J Earle Director 1.0 7.0 X 0 0 0 David A Gessert Director 1.0 6.0 X 0 0 0 Francis X Conlon Director 1.0 6.0 X 0 0 0 Howard W Orr Director 1.0 7.0 X 0 0 0 Melvin E Johnson Director (thru 03/27/20) 1.0 6.0 X 0 0 0 Robert J Furce Director 1.0 6.0 X 0 0 0 Sherwin M Borsuk MD Director 1.0 6.0 X 0 0 0 Stephen W Petri III Director 1.0 6.0 X 0 0 0 Susan Koty Director 1.0 6.0 X 0 0 0 Thaddeus M Stewart Director 1.0 6.0 X 0 0 0 William E Bohman Director 1.0 6.0 X 0 0 0 Allison Breault Executive Director Home & Community Based Services 40.0 1.0 X 151824 0 19932 James R Rude CFO and Assistant Treasurer 1.0 47.0 X 0 326969 38667 Jon-Paul Venoit President and CEO, Assistant Secretary 1.0 47.0 X 0 754890 45711 Andrea Matthews Director, Quality Management and Special Services 40.0 0 X 108002 0 14126 Deborah Stango Regional Director Clinical Services 40.0 0 X 116325 0 44590 Helena S Vieira REGIONAL DIRECTOR OF CLINICAL SERVICES 40.0 0 X 123454 0 16185 Susan Fagan OCCUPATIONAL THERAPIST 40.0 0 X 117970 0 30653 Terri Briscoe DIRECTOR CLINICAL & REHABILITATION SERVICES 40.0 0 X 111808 0 36959 Mark Garilli Former Chief Operating Officer 0.0 0.0 X 0 105855 8771 729383 1187714 255594 18 true true false RIVERSIDE HEALTH AND REHAB 745 MAIN STREET EASY HARTFORD CT 06108 INPATIENT SERVICES 627240 CHURCH HOMES INCAVERY HEIGHTS 705 NEW BRITAIN AVENUE HARTFORD CT 06106 INPATIENT SERVICES 564492 HUGHES HEALTH & REHABILITATION INC 29 HIGHLAND STREET WEST HARTFORD CT 06119 INPATIENT SERVICES 411377 NETSMART TECHNOLOGIES INC 11100 NALL AVENUE OVERLAND PARK KS 66211 TECHNOLOGY SERVICES 403548 SAINT MARY'S HOME TRINITY CONTINUING CARE SERVICES PO BOX 74007044 CHICAGO IL 60674 INPATIENT SERVICES 349444 36 48684 2260505 5067 2314256 PATIENT SERVICE REVENUE 621610 43586325 43586325 0 0 0 0 43586325 5770 5770 0 0 0 0 Expense Recovery MPHHH 900099 28162 28162 0 0 0 0 28162 45934513 43586325 0 33932 173281 173281 28126970 24841461 3285509 931627 804970 126657 5291410 4589252 702158 2076472 1823723 252749 28660 28660 24132 24132 3743742 70387 3673355 0 45372 45372 8154 8154 886791 814061 72730 950900 909512 41388 10136 6102 4034 229872 229872 365415 365415 SUPPLIES 1791470 1592805 198665 REPAIRS & MAINTENANCE 863425 862883 542 I/P GENERAL HOSPICE 368375 368375 RECRUITMENT AND RETENTION 46235 44625 1610 65524 2239 63285 0 46027963 37141182 8886781 0 3611 24587 7095326 7366847 0 0 0 0 472359 293715 6547242 6182411 804976 364831 0 0 6973 8024933 8383245 16074913 4111946 3893275 547338 6934935 0 0 864034 714883 5523318 11543093 X 2859927 4531820 2859927 4531820 8383245 16074913 X -93450 1765343 X false true X true false X 115756 118491 114277 174860 2314256 2837640 38729824 42649340 41726727 50459406 43586325 217151622 272096 21862 293958 0 0 38845580 42767831 41841004 50906362 45922443 220283220 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 220283220 59388 1926 2940 703 5770 70727 0 59388 1926 2940 703 5770 70727 0 0 0 0 0 0 0 38904968 42769757 41843944 50907065 45928213 220353947 0.9997 0.9997 0.0003 0.0003 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 3593 3593 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Masonicare Home Health and Hospice paid membership dues to National Hospice and Pallative Care Organization, National Association for Home Care and Hospice and LeadingAge Connecticut for the fiscal year ended September 30, 2020. The amount reported in "other activities" represents a portion of the membership dues used for lobbying on issues relevant to the Organization's exempt purpose. 84052687 574456 610214 170327 182178 84884852 84388408 737160 -937362 127004 8515 84052687 83999562 90734 823968 108031 417825 84388408 81951634 113749 2055426 104759 16488 83999562 81376566 276087 403895 60860 44054 81951634 0.0 0.9616 0.0384 false true true 620979 525767 95212 95967 28790 67177 5804887 5602458 202429 25409 25396 13 364831 OTHER ASSETS 63007 COVID-19 FUNDS 7961926 8024933 MEDICARE-THIRD PARTY LIABILITY 519131 OTHER 195752 714883 X Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds are used to support the philanthropic mission and activities of Masonicare Corporation and its affiliates. 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, 2020 and 2019. 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 2017 onwards are eligible for audit by the IRS. true true false false false false false false false Mark Garilli Former Chief Operating Officer 0 66560 0 0 0 39295 0 1177 0 7594 0 114626 0 0 Allison Breault Executive Director Home & Community Based Services 151293 0 0 0 531 0 6242 0 13690 0 171756 0 0 0 James R Rude CFO and Assistant Treasurer 0 324862 0 0 0 2107 0 9713 0 28954 0 365636 0 0 Jon-Paul Venoit President and CEO, Assistant Secretary 0 605358 0 0 0 149532 0 10351 0 35360 0 800601 0 0 Deborah Stango Regional Director Clinical Services 115762 0 0 0 563 0 4852 0 39738 0 160915 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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 4a Severance or change-of-control payment Certain executives are eligible to receive severance payments upon termination of employment in certain circumstances. During calendar year 2019 severance payments made are reported as a component of the value reported in Schedule J Part II Column B(iii) "Other Reportable Compensation" for the following individual - Mark Garilli ($39,230). Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Jon-Paul Venoit received a payment from a supplemental non-qualified retirement plan of $137,722 (included in Schedule J, Part II, Column (b)(iii) "Other Reportable 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 Home Health and Hospice 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 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, 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 15b Process to establish compensation of other employees The organizations CEO, Jon-Paul Venoit, the organizations CFO, James R. Rude, are compensated by a related organization, Masonicare Corporation. In accordance with IRS instructions, Part VI, Lines 15a is therefore marked no. However, the related organization, Masonicare Corporation uses a process for determining compensation of these individuals which include review and approval of independent persons, comparability data and contemporaneous substantiation of the deliberation and decision. This process last occurred on May 2020. Form 990, Part VI, Line 19 Required documents available to the public The Organization provides required documents upon request. 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 Health Center, Inc., Masonicare at Ashlar Village Inc., Masonicare at Home, Inc., Masonicare at Mystic Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD. Form 990, Part X, Line 20 TE Bond Liabilities Masonicare Home Health and Hospice, Inc is a member of the Masonicare obligated group that is responsible for the repayment of the Series F bonds issued by Masonicare Corporation on November 15, 2016. The current outstanding balance is $101,500,000 Form 990, Part XI, Line 9 Other changes in net assets or fund balances CAPITAL CONTRIBUTION FROM RELATED ENTITIES - 1765343; 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 HEALTH CENTER INC PO BOX 70 WALLINGFORD CT 06492 060655131 PROVIDE MEDICAL SERVICES TO ELDERLY 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) 10 MASONICARE AT ASHLAR VILLAGE INC false false true true false false false false false false false true false true false true true true false false