MASONICARE HEALTH CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MASONICARE HEALTH CENTER (EIN 06-0655131)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201242269349301549
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T11:57:08-07:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060655131 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Health Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 2036787857 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 70 | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R Scott Thelen | Name |
| Title | Asst. Treasurer | Title |
| Date Signed | 2012-08-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 64048971 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASONICARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1889 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | Provide comprehensive medical services to the elderly. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1040 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 140588 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 95601 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62145963 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 62583232 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23911 | InvestmentIncomePriorYear |
| Investment Income Current Year | 162 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1490208 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1369976 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 63800670 | TotalRevenuePriorYear |
| Total Revenue Current Year | 64048971 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 38981135 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39944918 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21678639 | OtherExpensePriorYear |
| Other Expenses Current Year | 21745570 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 60659774 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61690488 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3140896 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2358483 | RevenuesLessExpensesCY |
| Total Assets BOY | 43027131 | TotalAssetsBOY |
| Total Assets EOY | 44160660 | TotalAssetsEOY |
| Total Liabilities BOY | 6639171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6419992 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36387960 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37740668 | NetAssetsOrFundBalancesEOY |
| Mission Description | Provide comprehensive medical services to the elderly. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 52709225 | Expense |
| Revenue | 63027357 | Revenue |
| Description | Masonicare Health Center is multi-level care facility. In 2011, it operated at a 96.9% occupancy rate providing 182,232 patient days. The independent living units operated at a 100% occupancy rate. Masonicare Health Center provides services in the following areas: long-term care, acute care, geriatric medical psychiatric services, hospital based outpatient services and independent living apartments. | Description |
| Total Program Service Expense | 52709225 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 78 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1040 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | R Scott Thelen | NamePerson |
| Telephone Number | 2036787857 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Masonic Avenue | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| William T Viola Jr | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| William R Deickler Vice Chair | |||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| William Morrow | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| William C Piper | |||||||
| President | 40.00 | X | 322448 | 0 | 23393 | X | |
| Thomas M Maxwell II | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Stephen P Shapiro | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | ||
| Stephen B McPherson | |||||||
| Asst Secretary | 40.00 | X | 0 | 735573 | 17611 | X | |
| Sherwin M Borsuk MD | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Robert A Simon Chairman | |||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X | |
| Richard Ruggiano | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| R Scott Thelen | |||||||
| Asst. rer | 40.00 | X | 0 | 296122 | 17518 | X | |
| Melinda Schoen | |||||||
| VP Nursing | 40.00 | 115907 | 0 | 18592 | X | ||
| Marty Deflorio | |||||||
| Dir-Pharmacy | 40.00 | 109237 | 0 | 8041 | X | ||
| Mark D Winne Secretary | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Lenore Consiglio | |||||||
| Dir-Admissions | 40.00 | 110854 | 0 | 8613 | X | ||
| Kate Abekah | |||||||
| RN | 46.00 | 109978 | 0 | 9082 | X | ||
| Jon Ernstoff | |||||||
| Chief Med Officer | 20.00 | 190125 | 0 | 0 | X | ||
| John R Hall | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Howard W Orr | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Barbara F Lott | |||||||
| Member | 1.00 | X | 0 | 0 | 0 | ||
| Arthur W Davies | |||||||
| Member | 1.00 | 0 | 0 | 0 | |||
| Albert H Cheng | |||||||
| Member | 1.00 | 0 | 0 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 958549 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1031695 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102850 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PMA | |||||
| PO Box 8500-S3855 | Philadelphia | PA | 191783855 | Workers Compensation | 1362708 |
| Morrison Management Specialist | |||||
| PO Box 102289 | Atlanta | GA | 30268 | Dietary Management | 531711 |
| Masonicare | |||||
| 22 Masonic Ave | Wallingford | CT | 06492 | Management Fee | 2776286 |
| Clinical Lab Partners | |||||
| PO Box 40000 | Hartford | CT | 061510739 | Laboratory Work | 411832 |
| Cigna | |||||
| 900 Cottage Grove Road | Hartford | CT | 06152 | Health Insurance | 5609629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Related Organizations | 95601 | RelatedOrganizations |
| Total Contributions | 95601 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Skilling nursing | 623000 | 41612180 | 41612180 |
| Resident fees-apartments | 623000 | 1915214 | 1915214 |
| Home for aged | 623000 | 4102379 | 4102379 |
| Geriatric med psychiatric | 623000 | 9284008 | 9284008 |
| Acute hospital | 623000 | 3941744 | 3941744 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1727707 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1727707 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 62583232 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162 | TotalRevenueColumn |
| Exclusion | $162 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Shops/stores | 203427 | $203,427 | |
| Other,net | 805889 | $361,764 | 444125 |
| Dietary | 232163 | $232,163 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128497 | TotalRevenueColumn |
| Exclusion | $128,497 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1369976 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64048971 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63027357 | RelatedOrExemptFunctionIncome |
| Exclusion | $926,013 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364706 | Total |
| Management And General | 364706 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29726677 | Total |
| Program Services | 28029136 | ProgramServices |
| Management And General | 1697541 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7664444 | Total |
| Program Services | 7231332 | ProgramServices |
| Management And General | 433112 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2189091 | Total |
| Program Services | 2070263 | ProgramServices |
| Management And General | 118828 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2776286 | Total |
| Management And General | 2776286 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43625 | Total |
| Program Services | 506 | ProgramServices |
| Management And General | 43119 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29177 | Total |
| Management And General | 29177 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 740443 | Total |
| Program Services | 677326 | ProgramServices |
| Management And General | 63117 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119194 | Total |
| Program Services | 108504 | ProgramServices |
| Management And General | 10690 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6 | Total |
| Program Services | 6 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559904 | Total |
| Program Services | 552249 | ProgramServices |
| Management And General | 7655 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2700474 | Total |
| Program Services | 2679129 | ProgramServices |
| Management And General | 21345 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533157 | Total |
| Program Services | 1093 | ProgramServices |
| Management And General | 532064 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Utilities | 1770825 | 1770825 | |
| Supplies Other | 1839227 | 1828278 | 10949 |
| Purchased Services | 3317202 | 2885722 | 431480 |
| Pharmacy | 2137426 | 2137426 | |
| Dietary | 1670483 | 1637825 | 32658 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3508141 | Total |
| Program Services | 1099605 | ProgramServices |
| Management And General | 2408536 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61690488 | Total |
| Program Services | 52709225 | ProgramServices |
| Management And General | 8981263 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2070 | BOY |
| EOY | 2070 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8064456 | BOY |
| EOY | 10754834 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152569 | BOY |
| EOY | 184919 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240805 | BOY |
| EOY | 279337 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 83530734 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51145506 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34015694 | BOY |
| EOY | 32385228 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 551537 | BOY |
| EOY | 554272 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43027131 | BOY |
| EOY | 44160660 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2301983 | BOY |
| EOY | 2249478 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4337188 | BOY |
| EOY | 4170514 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6639171 | BOY |
| EOY | 6419992 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36387960 | BOY |
| EOY | 37740668 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36387960 | BOY |
| EOY | 37740668 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43027131 | BOY |
| EOY | 44160660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2358483 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1005775 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 60512659 | OtherCostOrOtherBasis |
| Depreciation | 35977824 | Depreciation |
| Book Value | 24534835 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3860673 | OtherCostOrOtherBasis |
| Depreciation | 1784620 | Depreciation |
| Book Value | 2076053 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13033387 | OtherCostOrOtherBasis |
| Depreciation | 11369653 | Depreciation |
| Book Value | 1663734 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6124015 | OtherCostOrOtherBasis |
| Depreciation | 2013409 | Depreciation |
| Book Value | 4110606 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32385228 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Rounding | $2 |
| General Reserve | $111,474 |
| Estimated Third Party | $1,084,619 |
| Deposits | $167,354 |
| Deferred Patient Revenue | $72,114 |
| Custodial Liabilities | $421,247 |
| Asbestos Removal | $631,727 |
| Accrued employee compensation | $1,681,185 |
| Accrued Employee Benefits Current | $792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4170514 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 | Identifier |
| Return Reference | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ReturnReference |
| Explanation | Intercompany balances $ -1005775 | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 150.000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | false | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | false | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 550 | PersonsServed |
| Total Community Building Expense | 46597 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 46597 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 33 | PersonsServed |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 2 | NumberOfActivitiesOrPrograms |
| Persons Served | 583 | PersonsServed |
| Total Community Building Expense | 46597 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 46597 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Amount Reimbursed By Medicare | 17798046 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 16041956 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 1756090 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | false | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 0 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Health Center | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Masonic Avenue | AddressLine1 |
| City | Wallingford | City |
| State | CT | State |
| ZIP Code | 06492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Masonicare Health Center | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Consulting Process | X | ConsultingProcess |
| Needs Assessment Conducted | 11 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | false | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| On Request | X | OnRequest |
| Other Method | X | OtherMethod |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Other Needs Addressed | X | OtherNeedsAddressed |
| All Needs Addressed | true | AllNeedsAddressed |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 150.0000 | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 150.0000 | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | true | CollectionActivities |
| Lawsuit | X | Lawsuit |
| Lien On Residence | X | LienOnResidence |
| Notified All Patients | X | NotifiedAllPatients |
| Nondiscrim Emergency Care Policy | false | NondiscrimEmergencyCarePolicy |
| No Emergency Care | X | NoEmergencyCare |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part V - Explanation of Number of Facility Type | skilled nursing and rehabilitation unitsindependent living unitsresidential care unitsoutpatient speciality clinics | |
| 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, a statewide home healthcare and hospice provider that touches 3,000 patients each month through its 8 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.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. 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 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 represent approximately 24% of the program service revenues of MHC.Masonicare, the parent company of Masonicare Health Center (MHC), serves the entire state of Connecticut through its separate 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.30,2011 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 8 home health and hospice branches throughout the state that service the entire state of Connecticut. | |
| Part VI - Needs Assessment | Masonicare's Community Health Needs assessment responses were collected over a three month period, Jan 1st - Mar 30th 2011. 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 progerams. The top needs when ranked 1st, 2nd and 3rd were 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 3) transportation for those who no longer drive and /or are unable to use public transporation | |
| Part V, Line 6i - Describe Other Needs Identified | After the survey it was decided that the following events would be implemented in the new fiscal year.Wednesday blood pressure clinic from 1:00 to 3:00Quarterly expert wellness presentation at Masonic Healthcare CenterSemi-annual Prevention and Screening Fair where Masonicare's community benefit services are highlighted and promoted during Grand Masters DayCreate a resource list/brochure of local benefits resourcesIncrease partnerships with local agencies to host wellness eventsInclude more screenings at resource and health fairs | Number of Hospital Faciltiy - 0 |
| 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 | Number of Hospital Faciltiy - 0 |
| Part V, Line 3 - Account Input from Person Who Represent the Community | For our Community Health Questionnaire convenience sampling was used. Within the Masonicare Community there were two stations set up in plain sight of visitors. At this sight 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. | Number of Hospital Faciltiy - 0 |
| 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 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|
| William C Piper | |||||||||
| 292803 | 29200 | 445 | 23393 | 345841 | |||||
| Stephen B McPherson | |||||||||
| 488126 | 211388 | 36059 | 17611 | 753184 | |||||
| R Scott Thelen | |||||||||
| 290348 | 5774 | 17518 | 313640 | ||||||
| Jon Ernstoff | |||||||||
| 152100 | 38025 | 190125 | |||||||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Question 24a-TEe Bond Issue | Masonicare Healthcare Center is a member of the Masonicare obligated group that is responsible for the repayment of the Series C and Series D Bonds issued by Masonicare, Inc. In 2007. The current outstanding bond balance is $108,430,000. | |
| Form 990, Part III, Line 1 | 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 VI, Line 19: Other Organization Documents Publicly Available | The Financial Statements are publicly available through EMMA and public securities markets. The governing documents, certificate of incorporation and related documents are on file with the CT Secretary of State's office. The conflict of interest policy is available upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually, officers, directors and senior employees are required to complete a conflict of interest disclosure questionnaire. The results of the officers' and directors' disclosures are reported to the President. The entire process is coordinated by the Corporate Compliance Officer. All respondents are advised to report any changes during the year that may present a conflict of interest. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | Masonicare Corporation and Masonicare Health Center review the tax return for completeness and accuracy. It is also reviewed by the chief executive officer and chairman of the board. The review process is then discussed with the full board. After responding to comments/questions, changes are made as appropriate and the return is finalized and filed. | Form 990, Part VI, Line 11 |
| 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 7a |
| 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 6 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Masonicare at Home Inc | |||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 202377783 | Provide companion/homemaker/personalcare services to elderly | CT | 501(c)(3) | 9 | NA | false | |
| Keystone Indemnity Company Ltd | |||||||||||
| 126 College Street Suite 400 | Burlington | VT | 05401 | 060371612 | Provide insurance services to Masonicare affiliates | VT | 501(c)(3) | 11a | NA | false | |
| Masonicare Partners HomeHealth & Hospice | |||||||||||
| 111 Founders Plaza Suite 200 | East Hartford | CT | 06108 | 260758992 | Provide home health services to clients of all ages | 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 to clients of all ages | CT | 501(c)(3) | 9 | NA | false | |
| Masonicare at Ashlar Village Inc | |||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061050830 | Continuing care retirement and assisted living community | CT | 501(c)(3) | 9 | NA | false | |
| Masonicare at Newtown Inc | |||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061070285 | Provide skilled nursing/assisted living services to elderly | CT | 501(c)(3) | 9 | NA | false | |
| Masonic Charity Foundation of CT | |||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435920 | Provide planned giving and development support to affiliates | CT | 501(c)(3) | 11a | NA | false | |
| Masonicare Inc | |||||||||||
| PO Box 70 | Wallingford | CT | 06492 | 061435919 | Parent holding and support organization for affilate corps. | CT | 501(c)(3) | 11b | false | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| Masonic Management Services | ||||||||
| PO BOX 70 | Wallingford | CT | 06492 | 061468972 | Provides management services | CT | NA | C corp |
| Masonicare Primary Care Physicians PC | ||||||||
| PO BOX 70 | Wallingford | CT | 06492 | 061491820 | Physician medical practice | CT | Yes | C corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Masonic Management Services | ||
| q | 634 | Actual |
| Masonicare Primary Care Physicians PC | ||
| q | 584211 | Actual |
| Masonicare at Home Inc | ||
| r | 446 | Actual |
| Masonicare Partners HomeHealth & Hospice | ||
| r | 3345 | Actual |
| Masonicare Home Health and Hospice Inc | ||
| r | 1592697 | Actual |
| Masonicare at Ashlar Village Inc | ||
| r | 211765 | Actual |
| Masonicare at Newtown Inc | ||
| r | 366168 | Actual |
| Masonic Charity Foundation of CT | ||
| r | 738462 | Actual |
| Masonicare Inc | ||
| r | 1659216 | Actual |
| Masonicare Inc | ||
| q | 2569931 | Actual |