2015-08-13T10:21:41-07:00 2014-09-30 990 2013-10-01 060655131 Masonicare Health Center MASO 2036786310 PO Box 70 Wallingford CT 06492 James R Rude CFO 2015-08-13 2013 2016-02-25 16:41:14Z Melinda Schoen PO Box 70 Wallingford CT 06473 60029640 false false X WWW.MASONICARE.ORG X 1889 CT Provide comprehensive medical services to the elderly. 18 14 1006 0 386400 451864 62550817 57973187 2855 1893 2921009 1602696 65861081 60029640 386400 451864 0 42797474 41903958 0 0 24165497 21979696 67349371 64335518 -1488290 -4305878 43141423 39094438 6971792 7735880 36169631 31358558 Provide comprehensive medical services to the elderly. false false 52192973 451864 58801661 Masonicare Health Center is multi-level care facility. In 2014, it operated at a 94.0% occupancy rate providing 180,419 patient days. The independent living units operated at a 100% occupancy rate. Masonicare Health Center provides services in the following areas: skilled nursing care, long-term care including memory care and rehabilitation care, acute care, geriatric medical psychiatric services, hospital based outpatient services and independent living apartments. 52192973 true false false false false false false false false false true false false false true false true false false false false false false false false false true true 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 70 0 true 1006 true false false false false false false false false 0 false false false false false false false false false false X 18 14 false false false false true true true true true false true true true true true true true true true true false X X James R Rude 2036787857 22 Masonic Avenue Wallingford CT 06492 Robert A Simon Volun Chairman 1.00 0.00 X X 0 0 0 William R Deickler Vol V Chairman 1.00 0.00 X X 0 0 0 Mark D Winne Vol Secretary 1.00 0.00 X X 0 0 0 Albert H Cheng Volunteer 1.00 0.00 X 0 0 0 Paul L Chello Volunteer 1.00 0.00 X 0 0 0 Bradley K Cooney Volunteer 1.00 0.00 X 0 0 0 Anthony Simari Volunteer 1.00 0.00 X 0 0 0 Jon-Paul Venoit COO/Asst. Secre 1.00 40.00 X X 0 286654 22436 Gwen M Rochette Volunteer 1.00 0.00 X 0 0 0 Sherwin M Borsuk MD Volunteer 1.00 0.00 X 0 0 0 John R Hall Volunteer 1.00 0.00 X 0 0 0 Richard Ruggiano Volunteer 1.00 0.00 X 0 0 0 Melinda Schoen VP Admin. 40.00 0.00 X X 216362 0 31845 Howard W Orr Volunteer 1.00 0.00 X 0 0 0 R Scott Thelen CFO/Asst. Treas 1.00 40.00 X 0 346803 36748 Stephen P Shapiro Vol, Tres. 1.00 0.00 X X 0 0 0 William Morrow Volunteer 1.00 0.00 X 0 0 0 Stephen B McPherson Pres. CEO, Sec 1.00 40.00 X X 0 934982 31026 Jon Ernstoff Chief Med Officer 20.00 0.00 X 129756 0 3893 Cheryl Lavalette RN 40.00 0.00 X 106672 0 4257 Mary Jamie RN 40.00 0.00 X 114880 0 6136 Martin Deflorio Dir-Pharmacy 40.00 0.00 X 113946 0 12141 Francis Martowski RN 40.00 0.00 X 110151 0 5270 791767 1568439 153752 12 false true false Mckesson Drug 1801 Royal Lane Dallas TX 75229 Medical Supplies 2031090 Montagno Construction 75 Progress Lane Waterbury CT 06705 Construction 693363 Twin Med 11333 Greenstone Santa Fe Springs CA 90870 Medical Supplies 609187 Morrison Management Specialist PO Box 102289 Atlanta GA 30268 Dietary Management 2720034 Wallingford Electric 100 John Street Wallingford CT 06492 Utilities 756740 9 451864 451864 Acute hospital 623000 3903100 3903100 Geriatric med psychiatric 623000 9960924 9960924 Home for aged 623000 3757263 3757263 Resident fees-apartments 623000 2091152 2091152 Skilling nursing 623000 39466972 39466972 -1206224 -1206224 57973187 1893 1893 0 0 0 0 0 0 0 Dietary 493215 493215 I/C rents 109308 109308 Meaningful Use Incentive 623000 826581 826581 173592 173592 1602696 60029640 58801661 776115 0 451864 451864 0 0 226574 226574 0 30876923 29625064 1251859 0 8516876 8512815 4061 2283585 2283585 3475236 3475236 65189 22700 42489 30100 30100 0 0 0 0 0 96547 87286 9261 0 0 0 24 24 0 0 846047 846047 0 2574520 2574520 633289 620685 12604 Purchased Services 2827850 2514659 313191 Provider Tax 1904551 1904551 Dietary 1903792 1865263 38529 Supplies Other 1879412 1853913 25499 5743139 4507599 1235540 64335518 52192973 12142545 0 2070 1970 0 0 13402270 8769469 0 0 0 239925 199071 362765 409874 87798027 58619715 28566966 29178312 0 0 0 0 567427 535742 43141423 39094438 2982563 3798657 3989229 3937223 6971792 7735880 X 36169631 31358558 36169631 31358558 43141423 39094438 X -4305878 -505195 X false true X true false X 140588 95601 334362 1007700 1144578 2722829 62145963 62583232 62725086 62550817 60644777 310649875 0 0 0 62286551 62678833 63059448 63558517 61789355 313372704 0 0 313372704 23911 162 708 2855 1893 29529 0 23911 162 708 2855 1893 29529 0 1490208 1369976 1608110 1913309 1788718 8170321 63800670 64048971 64668266 65474681 63579966 321572554 0.97450 0.97570 0.00010 X 63935300 41529502 22405798 3974475 2312748 1661727 14186065 12273030 1913035 5702187 2504435 3197752 29178312 Accrued employee compensation 2316538 Asbestos Removal 703274 Custodial Liabilities 496232 Deferred Patient Revenue 78303 Deposits 174956 Estimated Third Party 157535 Other liabilities 10385 3937223 60029640 60029640 60029640 64335518 64335518 64335518 true true true X true X 150.000000000 true false false false true true 1 225 1 33 2 258 true 7521 16357410 15977862 379548 X true false 1 1 Masonicare Health Center 22 Masonic Avenue Wallingford CT 06492 X true X X X X X 14 true false true X X X X X X true false false true true 150.0000 true 150.0000 true X X true true X true X X true X X X false X X false false Part V, Line 3 - Account Input from Person Who Represent the Community For our Community Health Questionnaire a convenience sampling was used. Within the Masonicare Community there were two stations set up in plain sight of visitors. There were blank questionnaires available and a blue lock box in which they could return complete questionnaires. The two locations were at the main entrance of the Masonicare Health Center and the Medical Office Building waiting room. The boxes were checked regularly. Additionally, Masonicare volunteers were asked to fill out a questionnaire and return them to the volunteer coordinator. The intercept technique was also employed to collect responses. A representative would stand in the vicinity of the main entrance for the Health Center and ask passing residents or visitors to take a few moments and fill out the survey. Another method used to collect responses was through the online survey tool, Survey Monkey. At the physical collection stations we left slips of paper that provided the survey website. If people were in a rush and could not fill out a hard copy, we asked that they access the site and complete the questionnaire at their convenience.The final way responses were collected was by a representative traveling to two different Senior Centers within the community, Wallingford Senior Center and Meriden Senior Center. Once again, the intercept techniques was used. All physical responses were collected and manually entered into the Survey Monkey database. Any surveys that were illegible or filled out incorrectly were not used. The only piece of information used from incorrectly filled out surveys was the answers to the demographic questions and the additional comments if any were given. If there were no additional comments the questionnaire was completely disregarded, no demographic information or any other information was used. Part V, Line 5c - Description of Making Needs Assessment Widely Available Surveys were handed out and available at Masonic Health Center and the Medical Office Building waiting room. Surveys could be taken online at Survey Monkey Part V, Line 12h - Other Factors Used in Determing Amounts Charged Patients Based on income level Part V, Line 20d - Other Billing Determination of Individuals Without Insurance Published Rate Part I, Line 3c - Charity Care Eligibility Criteria (FPG Is Not Used) 150% of FPG are used to determine the income threshold that a patient must meet or fall below to qualify for discounted medical care. Part III, Line 9b - Provisions On Collection Practices For Qualified Patients Masonicare Health Center provides care to patients who meet certain criteria under the charity care policy without charge, or at amounts less than established rates. It does not pursue collection of amounts determined to be charity care and these amounts are not reported as net patient service revenues. Part VI - Needs Assessment Masonicare's Community Health Needs assessment responses were collected over a three month period, Jan 1st - Mar 30th 2014. During this time 175 questionnaires were collected and entered into a database for analysis. The result did not determine any novel needs but instead affirmed the need for continuation and augmentation of our current programs. The top needs when ranked 1st and 2nd 1) quality, affordable healthcare 2) transportation for those who no longer drive and/or are unable to use public transportation & home care for those with limitation in their daily activities of living Part VI - Community Information Masonicare Health Center (MHC) is part of the consolidated group of affiliates, Masonicare. MHC offers a wide variety of services that include:a. 382 skilled nursing and rehabilitation unitsb. 93 independent living unitsc. 86 residential care unitsd. 21 outpatient speciality clinics (Ambulatory Care Services)e. 30 acute Medical Hospital Bedsf. 29 acute psychiatric hospital bedsMHC is licensed as a chronic disease hospital and as such does not have emergency or surgical services. The revenues for the hospital portion of the business represents approximately 4.5% of the program service revenues of MHC.Masonicare, the parent company of Masonicare Health Center (MHC), serves the entire state of Connecticut through its various affiliates. MHC, located in Wallingford CT services the greater Wallingford area. MHC is centrally located in the state providing easy access to the surrounding towns. Its outpatient specialty clinics provide easy access and high quality services to the town of Wallingford and the surrounding towns.As a non-profit 501(c)(3) organization, Masonicare is proud to provide free education programs and services to individuals and families throughout Connecticut. For the year ended Sep.30,2014 Masonicare and all of its affiliates across our continuum donated 3,008 hours of their time to benefit the community through home visits and educational programs. These donated staff hours had a monetary value of $99,190 and touched 9,085 members of the community. Masonicare also has 6 home health and hospice branches throughout the state that service the entire state of Connecticut. Part VI - Affilated Health Care System Roles and Promotion Masonicare of Wallingford, Connecticut, is the state's leading provider of healthcare and retirement living communities for seniors. We are not-for-profit and have more that 100 years of experience behind us. We're recognized for the quality, compassionate care and steadfast support we provide to our residents and patients. Masonicare encompasses a broad range of healthcare and senior living options: Skilled nursing and rehabilitation facilities- Masonicare Health Center in Wallingford and Masonicare at Newtown.Independent living options - A continuing care retirement community, Masonicare at Ashlar Village, and the Johnson, Wells, and Hawkins Apartments for individuals 55 and over located in Wallingford.Assisted living communities - Pond Ridge in Wallingford and Lockwood Lodge in Newtown.A residential care home - the Leslie G. Wright Residence in Wallingford. Masonicare Home Health & Hospice, our statewide home healthcare and hospice affiliate, provided services to 12,356 patients in the fiscal year ended Sept. 30, 2014 through its 6 offices. Masonicare offers free education programs and services to individuals and families throughout Connecticut that include:Lunch and Learn - this program is designed to provide seniors and others with education on health and wellness. Speakers are typically medical professionals from throughout the Masonicare continuum. Masonicare has coordinated with the senior centers and libraries in the towns of Enfield, Hamden, Meriden, Monroe, Newtown, North Haven, Southbury, Trumbull, Wallingford and Woodbury.Masonicare Community Services - is a statewide outreach program available to all Connecticut residents and offers information and guidance on a variety of programs and services including:- ConnPace (Connecticut's pharmaceutical program)- Medicare, Medicaid (Title 19), and Medicare Part D- Benefits eligibility- Caregiver assistance programs- State and Federal programs- Housing OptionsThese services are available over the phone or in the comfort of the resident's home. (Help line (888)679-9997)The Masonicare Help Line - is a toll free phone service assisting seniors and families with a broad range of questions about senior healthcare, retirement living and much more. In addition, we offer assistance in locating and utilizing service agencies and programs in Connecticut. In the fiscal year ended Sep. 2015 the Help Line responded to 12,808 calls from seniors and families requesting assistance. Masonicare frequently holds blood pressure screenings and senior health fairs throughout the state, and makes its facilities available to many community organizations including the Commission on Aging, Senior Resources - Agency on Aging, M-Team, Healthy Wallingford, the Alzheimer's Association, Heritage Quilters and the Wallingford Education Foundation. Part V - Explanation of Number of Facility Type Skilled nursing and rehabilitation unitsIndependent living unitsResidential care unitsOutpatient speciality clinics true 0 0 Quality of Life Fund 310 133867 Cost Programs to enhance resident lives Masonic Charity Fdn-OES grant 310 317997 Cost Support OES & Other residents X true true X X X false true false false false false false true false false Jon-Paul Venoit COO/Asst. Secre 260400 15000 11254 22436 309090 Melinda Schoen VP Admin. 187266 28700 396 31845 248207 R Scott Thelen CFO/Asst. Treas 309498 37305 36748 383551 Stephen B McPherson Pres. CEO, Sec 536685 15000 383297 31026 966008 Part I, Line 1a: Relevant information in regards to selections on 1a. Stephen B. McPherson was reimbursed for the grossed-up value of disability insurance premiums($16,002) under terms of the executive's employment contract(included in Schedule J, Part II, Column(B)(iii) "Other Reportable Compensation"). Part I, Line 7: Non-Fixed payments not listed above 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".A taxable automobile allowance was provided to Stephen B. McPherson (13,000) and Jon-Paul Venoit (11,254) as a part of their employment arrangements (included in Schedule J,Part II,Column(B)(iii) "Other Reportable Compensation"). 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 Pursuant to the certificate of incorporation of the organization, Masonicare Corporation, as the 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 power 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 also 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: Explanation of Monitoring and Enforcement of Conflicts The results of the officer and director disclosure 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 15a: Compensation Review & Approval Process - CEO, Top Management The compensation committee of Masonicare Corporation, engages an independent firm to certify the reasonableness of the compensation of executive management group of the oraganization annually. This process was completed in November 2013. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Masonicare Corporation financial statements are publicly avaliable through EMMA and public securities markets. The financial statements of Masonic Home and Hospital are included in Masonicare Corporation consolidated financials statements. the certification of incorporation and related documents are on file with Connecticut Secretary of State's Office. The conflict of interest policy is avaliable by request. Other Changes In Net Assets Or Fund Balances - Other Decreases INTER-COMPANY = -$505195 Form 990, Part III, Line 1 Organization Mission 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. 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 contrubute to this and all other related exempt organizations, not necessarily equally but in proportion required for which they receive no compensation. Related orginizations include, Masonicare Inc.,Masonic Charity Foundation of CT.Inc, Masonicare Health Center Inc, Masonicare at Newtown, Inc, Masonicare at Home Inc, Masonicare Home Health and Hospice, Inc, Masonicare Partners Home and Health and Hospice, Masonicare at Mystic, Inc and Keystone Indemnity Company LTD. 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 contributes 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 at Newtown, Inc., Masonicare at Ashlar Village, Inc., Masonicare at Home Inc., Masonicare Home Health and Hospice, Inc., Masonicare Partners Home Health and Hospice Inc., Masonicare at Mystic, Inc. and Keystone Indemity Company, LTD. Part X Line 20 TE Bond Liabilities Masonicare Health Center is a member of the Masonicare obligated group that is resonible for the repayment of Series C and Series E bonds issued by Masonicare, Inc. in 2007 and 2011 respectively. The current oustanding bond balance is $101,542,224. Masonicare Corp 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 at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/assisted living services CT 501(c)(3) 9 NA false Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061050830 Provide assisted living services CT 501(c)(3) 9 NA false Masonicare Home Health and Hospice Inc 33 North Plains Road Wallingford CT 06492 061101924 Provided home health services CT 501(c)(3) 9 NA 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 Keystone Indemnity Company Ltd 126 College Street Suite 400 Burlington VT 05401 060371612 Provide insurance services to Masonicare VT 501(c)(3) 11a NA 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 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 N/A false false 0.78130 Masonicare Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Physician medical practice CT NA C corp false Masonic Management PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C corp false false false false false false false false false false true false false true false false true false false false Masonicare Corp j 109308 FMV Masonicare Corp m 3475236 Cost Masonicare Corp p 1905570 Cost