2016-08-31T11:45:39-07:00 2015-09-30 990 2014-10-01 061070285 Masonicare at Newtown Inc MASO 2034265847 PO Box 70 Wallingford CT 06492 James R Rude CFO 2016-08-31 2014 2016-12-15 16:53:06Z Elyse O Dent PO Box 70 Wallingford CT 06492 16523541 false false X www.masonicare.org X 1998 CT See Schedule O 16 14 340 70 0 26169 28296 17003979 16294677 800 236522 199768 17266670 16523541 26169 28296 0 12174861 12000210 0 0 8159367 7585743 20360397 19614249 -3093727 -3090708 11124437 12297103 2992600 2014188 8131837 10282915 See Schedule O false false 15940872 28295 16495245 Masonicare at Newtown,Inc. is a skilled nursing and assisted living community. The skilled nursing facility has 154 beds and operated at a 77.1% occupancy rate providing 43,311 patient days. The assisted living facility, Lockwood Lodge, has 56 units and operated at an 87.5% occupancy rate. Average Lockwood Lodge occupancy was 49.0 units. 15940872 true false false false false false false false false false true false false false true false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false true false false false false true 42 0 true 340 true false false false false false false false false 0 false false false false false false false false false false X 16 14 false false false false true true true true true false false true true true true true true false true false CT X X James R Rude 2036787857 22 Masonic Avenue Wallingford CT 06492 Robert A Simon Vol/Chairman 1.00 0.00 X 0 0 0 William R Deickler Vol/V Chair 1.00 0.00 X 0 0 0 Mark D Winne Vol/Secretary 1.00 0.00 X 0 0 0 Albert H Cheng Vol/Treasurer 1.00 0.00 X 0 0 0 JF Donal Conway Volunteer 1.00 0.00 X 0 0 0 Stephen B McPherson CEO/President 1.00 40.00 X X 0 959801 32378 Sherwin M Borsuk MD Volunteer 1.00 0.00 X 0 0 0 Paul L Chello Volunteer 1.00 0.00 X 0 0 0 William Morrow Volunteer 1.00 0.00 X 0 0 0 Robert J Furce Volunteer 1.00 0.00 X 0 0 0 Richard Ruggiano Volunteer 1.00 0.00 X 0 0 0 Howard Orr Volunteer 1.00 0.00 X 0 0 0 Melvin E Johnson Volunteer 1.00 0.00 X 0 0 0 Gwen M Rochette Volunteer 1.00 0.00 X 0 0 0 Elyse O Dent Administrator 40.00 0.00 X X 158249 0 27030 Anthony Simari Volunteer 1.00 0.00 X 0 0 0 James Rude effective 010515 CFO/Asst. Treas 1.00 40.00 X 0 0 0 John Paul Venoit COO/Asst. Secy 1.00 40.00 X 0 335173 35446 R Scott Thelen thru 110114 CFO/Asst. Treas 1.00 40.00 X 0 423725 33297 Roselyn Arcadio Unit Cordinator,RN 40.00 0.00 X 108467 0 13825 Kara Taylor Dir, RN Services 40.00 0.00 X 143119 0 1267 Maureen Jennings Asst Dir RN Serv 40.00 0.00 X 104863 0 25832 514698 1718699 169075 4 false true false Mariano Building and Remoldeling 150 N Plains Industrial Road Wallingford CT 06492 Building/Remodeling 1347267 Morrison Management Specialists Inc PO Box 102289 Atlanta GA 30368 Food Service 1256267 Alliance Rehab of Connecticut 28100 Torch Parkway Ste 600 Warrenville IL 60555 Patient Services 589346 Direst Supply Box 88201 Milwaukee WI 53288 Supplies 416869 Omnicare Inc Dept 781668 PO Box 78000 Detroit MI 48276 Supplies 279660 18 28296 28296 Assisted Living 623000 3538992 3538992 Provision for Bad Debts 623000 -15508 -15508 Skilled Nursing 623000 12771193 12771193 16294677 0 0 0 0 800 800 800 800 0 0 0 OTHER INCOME 900099 199768 199768 199768 16523541 16495245 0 28296 28296 0 0 195366 195366 0 8670085 8290056 380029 0 2462463 2302642 159821 672296 628662 43634 1042108 1042108 14738 14738 14712 14712 0 0 0 0 9379 8611 768 45152 33453 11699 0 0 0 4792 4792 0 11923 9622 2301 284404 284404 0 920646 544333 376313 202063 9662 192401 Purchased Service 1073896 1013469 60427 Provider Tax (Connecticut) 814945 814945 Repairs & maintenance 665173 658976 6197 Professional Fees 617214 617214 1864598 1791084 73514 19614249 15940872 3673377 0 1088 1043 0 0 2241062 1872646 0 0 28893 37321 23686 21702 143474 164843 33757278 23700606 7833619 10056672 0 0 0 0 852615 142876 11124437 12297103 1910341 928258 1082259 1085930 2992600 2014188 X 8131837 10282915 8131837 10282915 11124437 12297103 X -3090708 5241786 X false true X true false X 49739 53584 26169 28296 157788 19597841 19274503 20093529 18084339 16250874 93301086 0 0 0 19647580 19274503 20147113 18110508 16279170 93458874 0 0 93458874 669 669 0 669 669 0 0 19647580 19274503 20147782 18110508 16279170 93459543 1.00000 1.00000 0.00000 X 419334 419334 25947314 17605939 8341375 2484076 2211474 272602 4123740 3185041 938699 782814 698152 84662 10056672 Accrued Employee Compensation 600712 Asset Retirement Obligation 69969 Custodial Assets 39745 Deposits 312724 Other 18078 Third Party Settlements 44702 1085930 true 0 0 Quality of Life Fund 168 28296 Cost Programs to enhance residents lives X X X true true false false false false false false false false Elyse O Dent Administrator 157935 314 2425 24605 185279 John Paul Venoit COO/Asst. Secy 293661 30000 11512 10350 25096 370619 R Scott Thelen thru 110114 CFO/Asst. Treas 385303 37801 621 10316 22981 457022 Stephen B McPherson CEO/President 562665 35000 362136 10350 22028 992179 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has a sole corporate member,Masonicare Corporation, with the right to appoint the members of the governing body and to participate in the organization's governance. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Masonicare Corporation, as a sole corporate member, annually appoints the members of the governing body. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Persuant to the certificate of incorporation of the organization, Masonicare Corporation, as sole corporate member, has certain reserved powers to make 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 company's board chairman and independent audit firm. Form 990, Part VI, Line 11b: Form 990 Review Process Masonicare management reviews 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 than finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The results of the officer and director 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 and chief operating 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: Other Organization Documents Publicly Available The Masonicare Corporation financial statements are publicly avaliable through EMMAand public securities markets. The financial statements of Masonicare at Newtown are included in the Masonicare Corporation consolidated financial statements. The certificate of incorporation and related documents are on file with the Connecticut Secretary of State's office. The conflict of interest policy is avaliable upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Intercompany = $5241786 FORM 990, PART III, LINE 1-ORGANIZATION MISSION In concert with Masonicare, Inc and the name of Masonry, Masonicare at Newtown is committed to excellence by providing the highest quality of care and services to enrich the lives of those we serve. Building upon our Masonicare values and service to others, Masonicare at Newtown shall be the provider of a continum of care and support health,wellness and education among patients,residents and staff members and the community. Form 990, Part VI, Li 15b-Compensation Review &Approval process-Key Em The compensation committe of Masonicare Corporation, engages an independent firm to certify the resonableness of the compensation of the executive management group of the organization annually. This process was completed in November 2014. 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, Inc., Masonic Charity Foundation of CT., Masonicare Health Center, Masonicare at Home, Inc., Masonicare Home Health and Hospice, Inc., Masonicare Partners Home Health and Hospice Inc, Masonicare at Mystic, Inc., Masonicare at Ashlar Village, Inc. and Keystone Indemnity Company LTD. PART IV QUESTION 24A-TE BOND ISSUE Masonicare at Newtown, Inc is a member of the Masonicare obligated group that is responsible for the repayment of the series C and series E bonds issued by Masonicare, Inc in 2007 and 2011. The current outstanding balance is $98,869,224. MasonicareCorp PO Box 70 Wallingford CT 06492 061435919 Parent holding and support organization CT 501(c)(3) 11C NA false Masonic Charity Foundation of CT PO Box 70 Wallingford CT 06492 061435920 Provide planned giving and development CT 501(c)(3) 7 NA false Masonicare Health Center PO Box 70 Wallingford CT 06492 060655131 Provide medical services to elderly CT 501(c)(3) 9 NA false Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061070285 Provide assisted living services CT 501(c)(3) 9 NA false Masonicare Home Health and Hospice Inc PO Box 70 Wallingford CT 06492 061101924 Provide home health services to clients of all ages CT 501(c)(3) 9 NA false Keystone Indemnity Company 126 College Street Suite 400 Burlington VT 05401 030371612 Provide insurance services to Masonicare VT 501(c)(3) 11a N/A false Masonicare Partners Home Health & Hospic 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services CT 501(c)(3) 9 Masonicare Home Health and Hospice65 false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly CT 501(c)(3) 9 NA false Masonicare At Mystic Inc PO Box 70 Wallingford CT 06492 454656008 Manage senior living facility CT 501(c)(3) 9 Masonicare at Ashlar Village false Senior Living by Masonicare PO Box 70 Wallingford CT 06492 364784728 Manage Senior Living Facility CT Masonicare at Mystic false false 0.78130 Masonic Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Medical Practice CT NA C false Masonic Management Services PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C false false false false false false false false false false true false false true false false true true false false MasonicareCorp m 1042108 Cost MasonicareCorp q 6527037 Cost Masonicare Health Center q 263894 Cost Masonicare Home Health and Hospice Inc j 59566 FMV Masonicare Home Health and Hospice Inc p 600328 Cost