2012-08-13T11:57:08-07:00 2011-09-30 990 2010-10-01 060655131 Masonicare Health Center MASO 2036787857 PO Box 70 Wallingford CT 06492 R Scott Thelen 2012-08-13 2010 2016-02-24 21:20:13Z 64048971 false false X WWW.MASONICARE.ORG X 1889 CT Provide comprehensive medical services to the elderly. 16 14 1040 0 140588 95601 62145963 62583232 23911 162 1490208 1369976 63800670 64048971 0 0 38981135 39944918 0 0 21678639 21745570 60659774 61690488 3140896 2358483 43027131 44160660 6639171 6419992 36387960 37740668 Provide comprehensive medical services to the elderly. false false 52709225 63027357 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. 52709225 true true false false false false false false false false true false false false true false false true false false false false false false false false true true false false true false false false false false false false false false false false false false false false false true true true false false true 78 0 true 1040 true false false false false false false false false false false false 0 false false false false false false false false false false false X 16 14 false false false false true true true true true false false false true true true true true true true false false false CT X X R Scott Thelen 2036787857 22 Masonic Avenue Wallingford CT 06492 William T Viola Jr 1.00 X 0 0 0 William R Deickler Vice Chair 1.00 X X 0 0 0 William Morrow 1.00 X 0 0 0 William C Piper 40.00 X X 322448 0 23393 Thomas M Maxwell II 1.00 X 0 0 0 Stephen P Shapiro 1.00 X 0 0 0 Stephen B McPherson 40.00 X X 0 735573 17611 Sherwin M Borsuk MD 1.00 X 0 0 0 Robert A Simon Chairman 1.00 X X 0 0 0 Richard Ruggiano 1.00 X 0 0 0 R Scott Thelen 40.00 X X 0 296122 17518 Melinda Schoen 40.00 X 115907 0 18592 Marty Deflorio 40.00 X 109237 0 8041 Mark D Winne Secretary 1.00 X X 0 0 0 Lenore Consiglio 40.00 X 110854 0 8613 Kate Abekah 46.00 X 109978 0 9082 Jon Ernstoff 20.00 X 190125 0 0 John R Hall 1.00 X 0 0 0 Howard W Orr 1.00 X 0 0 0 Barbara F Lott 1.00 X 0 0 0 Arthur W Davies 1.00 0 0 0 Albert H Cheng 1.00 0 0 0 958549 1031695 102850 6 false true false 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 9 95601 95601 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 1727707 1727707 62583232 162 162 0 0 0 0 0 0 0 Shops/stores 203427 203427 Other,net 805889 444125 361764 Dietary 232163 232163 128497 128497 1369976 64048971 63027357 926013 0 0 0 0 364706 364706 0 29726677 28029136 1697541 0 7664444 7231332 433112 2189091 2070263 118828 2776286 2776286 43625 506 43119 29177 29177 0 0 0 740443 677326 63117 0 119194 108504 10690 0 0 0 6 6 0 0 559904 552249 7655 0 2700474 2679129 21345 533157 1093 532064 Utilities 1770825 1770825 Supplies Other 1839227 1828278 10949 Purchased Services 3317202 2885722 431480 Pharmacy 2137426 2137426 Dietary 1670483 1637825 32658 3508141 1099605 2408536 61690488 52709225 8981263 0 2070 2070 0 0 8064456 10754834 0 0 0 152569 184919 240805 279337 83530734 51145506 34015694 32385228 0 0 0 0 551537 554272 43027131 44160660 2301983 2249478 4337188 4170514 6639171 6419992 X 36387960 37740668 36387960 37740668 43027131 44160660 X 2358483 -1005775 X false true false X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60512659 35977824 24534835 3860673 1784620 2076053 13033387 11369653 1663734 6124015 2013409 4110606 32385228 Rounding 2 General Reserve 111474 Estimated Third Party 1084619 Deposits 167354 Deferred Patient Revenue 72114 Custodial Liabilities 421247 Asbestos Removal 631727 Accrued employee compensation 1681185 Accrued Employee Benefits Current 792 4170514 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances Intercompany balances $ -1005775 true true true X true X 150.000000000 true false false false true true 1 550 46597 46597 0.00080 1 33 2 583 46597 46597 0.00080 true 17798046 16041956 1756090 X true false 1 0 Masonicare Health Center

22 Masonic Avenue Wallingford CT 06492

X Masonicare Health Center 1 true X X X X 11 true false true X X X X X X X true true true 150.0000 true 150.0000 true X true true X true true X X X false X false false 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 Number of Hospital Faciltiy - 0 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. 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. X X X false true false false false false false false false false 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 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 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 12c 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 11 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 7a 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 6 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. 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 N/A false 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 false false false false false false false false false false false false false false false false true true 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