MASONICARE HEALTH CENTER: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MASONICARE HEALTH CENTER (EIN 06-0655131)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-08-10
IRS object ID: 202342229349300129
Schema version: 2021v4.2
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-08-10T20:04:21+00:00	ReturnTs
Tax Period End	2022-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	62 Memorial Road Suite 100	AddressLine1Txt
City	West Hartford	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	061072207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060655131	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Masonicare Health Center	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MASO	BusinessNameControlTxt
Phone	2036786310	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 70	AddressLine1Txt
City	Wallingford	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06492	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN D BEAULIEU	PersonNm
Person Title	CFO	PersonTitleTxt
Signature	2023-08-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEVEN D	PersonFirstNm
Person Last	BEAULIEU	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RACHEL SPURLOCK	PreparerPersonNm
PTIN	P00520729	PTIN
Phone	8606789200	PhoneNum

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVEN BEAULIEU	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 70	AddressLine1Txt
City	Wallingford	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06492	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$54,756,357	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.masonicare.org/services/health-wellness	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1889	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	The Mission of Masonicare Health Center is to provide comprehensive medical services to the elderly.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	800	TotalEmployeeCnt
Total Volunteers	90	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,533,285	PYContributionsGrantsAmt
CY Contributions Grants	$826,915	CYContributionsGrantsAmt
PY Program Service Revenue	$49,435,178	PYProgramServiceRevenueAmt
CY Program Service Revenue	$53,556,199	CYProgramServiceRevenueAmt
PY Investment Income	$2,186	PYInvestmentIncomeAmt
CY Investment Income	$2,274	CYInvestmentIncomeAmt
PY Other Revenue	$343,574	PYOtherRevenueAmt
CY Other Revenue	$370,969	CYOtherRevenueAmt
PY Total Revenue	$51,314,223	PYTotalRevenueAmt
CY Total Revenue	$54,756,357	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$33,407,165	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$33,251,416	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$22,106,727	PYOtherExpensesAmt
CY Other Expenses	$23,612,873	CYOtherExpensesAmt
PY Total Expenses	$55,513,892	PYTotalExpensesAmt
CY Total Expenses	$56,864,289	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,199,669	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,107,932	CYRevenuesLessExpensesAmt
Total Assets BOY	$30,328,856	TotalAssetsBOYAmt
Total Assets EOY	$30,436,340	TotalAssetsEOYAmt
Total Liabilities BOY	$8,855,480	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,657,938	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$21,473,376	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$21,778,402	NetAssetsOrFundBalancesEOYAmt
Mission	Provide comprehensive medical services to the elderly. 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	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$50,230,626	ExpenseAmt
Revenue	$53,556,199	RevenueAmt
Desc	Masonicare Health Center is a multi-level care facility. Masonicare Health Center provides services in the following areas: skilled nursing care (long-term care including memory care and rehabilitation care), geriatric medical psychiatric hospital services and assisted living and independent living apartments. During 2022, the facility's services were utilized as follows: skilled nursing, 260 licensed beds at 91.6% occupancy; geriatric medical psychiatric care, 43 licensed beds at 85.6% occupancy; assisted living, 86 apartments at 75.2% occupancy; and independent living, 93 apartments at 94.1% occupancy.	Desc
Total Program Service Expenses	$50,230,626	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	43	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	800	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STEVEN D BEAULIEU	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2036787857	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 MASONIC AVENUE	AddressLine1Txt
City	WALLINGFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06492	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Christopher J Earle
Vice Chairman	1.0	8.0	Yes (X)	Yes (X)	$0	$0	$0
Newton Buckner
Treasurer	1.0	7.0	Yes (X)	Yes (X)	$0	$0	$0
Patrick Birney
Secretary	1.0	6.0	Yes (X)	Yes (X)	$0	$0	$0
Robert F Polito Jr
Chairman	1.0	7.0	Yes (X)	Yes (X)	$0	$0	$0
Bonnie McWain
Director	1.0	6.0	Yes (X)		$0	$0	$0
Bruce R Bellmore
Director	1.0	6.0	Yes (X)		$0	$0	$0
Edward C Page
Director (effective 04/01/2022)	1.0	7.0	Yes (X)		$0	$0	$0
Joseph J Porco
Director	1.0	6.0	Yes (X)		$0	$0	$0
Kevin J Hecht
Director	1.0	6.0	Yes (X)		$0	$0	$0
Laura Michnowski
Director	1.0	6.0	Yes (X)		$0	$0	$0
Mark Winne
Director	1.0	6.0	Yes (X)		$0	$0	$0
Robert J Furce
Director	1.0	7.0	Yes (X)		$0	$0	$0
Susan Koty
Director	1.0	6.0	Yes (X)		$0	$0	$0
Thaddeus M Stewart
Director	1.0	6.0	Yes (X)		$0	$0	$0
Theodore J Nelson
Director	1.0	7.0	Yes (X)		$0	$0	$0
William E Bohman
Director (thru 04/01/22)	1.0	6.0	Yes (X)		$0	$0	$0
Courtney O'sullivan
Long Term Care Administrator	40.0	0		Yes (X)	$159,179	$0	$7,464
Jon-Paul Venoit
President and CEO, Assistant Secretary	1.0	47.0		Yes (X)	$0	$709,728	$48,015
Steven D Beaulieu
CFO Assistant Treasurer	1.0	47.0		Yes (X)	$0	$262,955	$38,756
Barbara Piper
Nursing Supervisor	40.0	0			$119,077	$0	$30,821	Yes (X)
Lawrence Ogbogu
Clinical Nurse Specialist	40.0	0			$151,208	$0	$3,330	Yes (X)
Mary Jane Gagliardi
Psychiatric Clinical Supervisor	40.0	0			$117,257	$0	$5,813	Yes (X)
Michael Blake
Director of Nursing (thru 02/27/22)	40.0	0			$151,326	$0	$26,904	Yes (X)
Shannon Hernandez
Assistant Director of Nursing (thru 11/24/21)	40.0	0			$122,114	$0	$22,046	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$820,161	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$972,683	TotReportableCompRltdOrgAmt
Total Other Compensation	$183,149	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	13	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
HEALTHPRO HERITAGE
PO BOX 69268	BALTIMORE	MD	21264	THERAPY SERVICES	$1,995,421
MONTAGNO CONTRUCTION INC
75 Progress Ln	Waterbury	CT	06705	CONTRUCTION SERVICES	$1,077,376
QUEST DIAGNOSTICS LLC
PO B0X 844217	BOSTON	MA	02284	LABORATORY SERVICES	$725,813
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289	ATLANTA	GA	30368	FOOD SERVICE	$612,336
GRIFFIN HOSPITAL
130 DIVISION STREET	DERBY	CT	06418	COVID TESTING SERVICES	$408,150

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	20	CntrctRcvdGreaterThan100KCnt
Related Organizations	$641,602	RelatedOrganizationsAmt
Government Grants	$185,313	GovernmentGrantsAmt
Total Contributions	$826,915	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SKILLED NURSING	623311	$31,599,281	$31,599,281
GERIATRIC MED PSYCHIATRIC	623311	$15,329,839	$15,329,839
HOME FOR AGED	623311	$3,407,621	$3,407,621
RESIDENT FEES-APARTMENTS	623311	$2,559,814	$2,559,814
Other Program Services	623311	$659,644	$659,644

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$53,556,199	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,274	TotalRevenueColumnAmt
Exclusion	$2,274	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$184,180	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$184,180	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$184,180	TotalRevenueColumnAmt
Exclusion	$184,180	ExclusionAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
DIETARY	900099	$151,744	$151,744
SHOPS / STORAGE	900099	$17,703	$17,703
VENDING MACHINES	900099	$9,617	$9,617

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,725	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$7,725	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$186,789	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$54,756,357	TotalRevenueColumnAmt
Related Or Exempt Func Income	$53,556,199	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$373,243	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$275,586	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$275,586	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$24,072,150	TotalAmt
Program Services	$23,394,991	ProgramServicesAmt
Management And General	$677,159	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,272,474	TotalAmt
Program Services	$1,814,798	ProgramServicesAmt
Management And General	$457,676	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,849,066	TotalAmt
Program Services	$4,712,660	ProgramServicesAmt
Management And General	$136,406	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,782,140	TotalAmt
Program Services	$1,715,659	ProgramServicesAmt
Management And General	$66,481	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$82,812	TotalAmt
Program Services	$37,783	ProgramServicesAmt
Management And General	$45,029	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$51,520	TotalAmt
Management And General	$51,520	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,158,247	TotalAmt
Program Services	$6,766,227	ProgramServicesAmt
Management And General	$392,020	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$45,662	TotalAmt
Program Services	$44,943	ProgramServicesAmt
Management And General	$719	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$39,404	TotalAmt
Program Services	$38,475	ProgramServicesAmt
Management And General	$929	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,946,922	TotalAmt
Program Services	$1,668,922	ProgramServicesAmt
Management And General	$278,000	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,644	TotalAmt
Program Services	$1,644	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$6,076	TotalAmt
Program Services	$2,886	ProgramServicesAmt
Management And General	$3,190	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$777,209	TotalAmt
Management And General	$777,209	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,869,176	TotalAmt
Program Services	$1,836,176	ProgramServicesAmt
Management And General	$33,000	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$488,000	TotalAmt
Program Services	$488,000	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SUPPLIES OTHER	$3,304,743	$3,289,049	$15,694
REPAIRS	$2,517,459	$2,300,375	$217,084
SHARED SERVICES	$3,052,756		$3,052,756
PROVIDER TAX-CONNECTICUT	$1,169,813	$1,169,813

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,101,430	TotalAmt
Program Services	$948,225	ProgramServicesAmt
Management And General	$153,205	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$56,864,289	TotalAmt
Program Services	$50,230,626	ProgramServicesAmt
Management And General	$6,633,663	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,200	BOYAmt
EOY	$28,162	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,500,095	BOYAmt
EOY	$8,757,296	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$40,005	BOYAmt
EOY	$40,005	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$257,395	BOYAmt
EOY	$330,789	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$96,970,855	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$75,817,071	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,809,371	BOYAmt
EOY	$21,153,784	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,715,790	BOYAmt
EOY	$126,304	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$30,328,856	BOYAmt
EOY	$30,436,340	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,787,187	BOYAmt
EOY	$6,600,851	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$818,985	BOYAmt
EOY	-$4,047	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$511,032	BOYAmt
EOY	$341,196	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,738,276	BOYAmt
EOY	$1,719,938	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,855,480	BOYAmt
EOY	$8,657,938	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,473,376	BOYAmt
EOY	$21,778,402	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,473,376	BOYAmt
EOY	$21,778,402	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$30,328,856	BOYAmt
EOY	$30,436,340	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,107,932	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$2,412,958	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$733,194	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$712,196	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$847,355	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,533,285	CurrentTaxYearMinus1YearAmt
Current Tax Year	$826,915	CurrentTaxYearAmt
Total	$4,652,945	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$64,154,770	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,088,476	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$59,304,829	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,435,178	CurrentTaxYearMinus1YearAmt
Current Tax Year	$53,556,199	CurrentTaxYearAmt
Total	$287,539,452	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$366,865	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$367,084	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$268,810	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$200,073	CurrentTaxYearMinus1YearAmt
Current Tax Year	$186,789	CurrentTaxYearAmt
Total	$1,389,621	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$65,254,829	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,167,756	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,420,994	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,168,536	CurrentTaxYearMinus1YearAmt
Current Tax Year	$54,569,903	CurrentTaxYearAmt
Total	$293,582,018	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$293,582,018	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,396	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$83,673	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$146,274	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$145,687	CurrentTaxYearMinus1YearAmt
Current Tax Year	$186,454	CurrentTaxYearAmt
Total	$636,484	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$74,396	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$83,673	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$146,274	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$145,687	CurrentTaxYearMinus1YearAmt
Current Tax Year	$186,454	CurrentTaxYearAmt
Total	$636,484	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$65,329,225	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,251,429	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$60,567,268	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51,314,223	CurrentTaxYearMinus1YearAmt
Current Tax Year	$54,756,357	CurrentTaxYearAmt
Total	$294,218,502	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.9978	PublicSupportCY509Pct
Public Support PY509	0.9983	PublicSupportPY509Pct
Investment Income CY	0	InvestmentIncomeCYPct
Investment Income PY	0.0	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$5,709	OtherActivitiesAmt
Total Lobbying Expenditures	$5,709	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	Masonicare Health Center paid membership dues to LeadingAge, The Connecticut Hospital Association and The American Hospital Association for the fiscal year ended September 30, 2022, $5,709 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$88,482,467	BeginningYearBalanceAmt
Contributions	$2,551,822	ContributionsAmt
Investment Earnings Or Losses	-$4,512,040	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$196,479	GrantsOrScholarshipsAmt
Other Expenditures	$10,843	OtherExpendituresAmt
End Year Balance	$86,314,927	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$84,884,852	BeginningYearBalanceAmt
Contributions	$457,427	ContributionsAmt
Investment Earnings Or Losses	$3,659,627	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$192,064	GrantsOrScholarshipsAmt
Other Expenditures	$327,375	OtherExpendituresAmt
End Year Balance	$88,482,467	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$84,052,687	BeginningYearBalanceAmt
Contributions	$574,456	ContributionsAmt
Investment Earnings Or Losses	$610,214	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$170,327	GrantsOrScholarshipsAmt
Other Expenditures	$182,178	OtherExpendituresAmt
End Year Balance	$84,884,852	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$84,388,408	BeginningYearBalanceAmt
Contributions	$737,160	ContributionsAmt
Investment Earnings Or Losses	-$937,362	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$127,004	GrantsOrScholarshipsAmt
Other Expenditures	$8,515	OtherExpendituresAmt
End Year Balance	$84,052,687	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$83,999,562	BeginningYearBalanceAmt
Contributions	$90,734	ContributionsAmt
Investment Earnings Or Losses	$823,968	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$108,031	GrantsOrScholarshipsAmt
Other Expenditures	$417,825	OtherExpendituresAmt
End Year Balance	$84,388,408	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.9678	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0322	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$74,116,006	OtherCostOrOtherBasisAmt
Depreciation	$54,462,025	DepreciationAmt
Book Value	$19,653,981	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,141,756	OtherCostOrOtherBasisAmt
Depreciation	$3,683,015	DepreciationAmt
Book Value	$458,741	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,580,915	OtherCostOrOtherBasisAmt
Depreciation	$14,089,416	DepreciationAmt
Book Value	$491,499	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,132,178	OtherCostOrOtherBasisAmt
Depreciation	$3,582,615	DepreciationAmt
Book Value	$549,563	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$21,153,784	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
RESERVE FOR ASBESTOS REMOVAL	$946,000
ESTIMATED THIRD PARTY LIABILITY	$550,348
OTHER LIABILITIES	$223,590

Field	Value	IRS element (for citing)
Total Liability	$1,719,938	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	Trust accounts for long term residents. Financial account into which money can be deposited to be used for personal preference items. Trust account depositors are regularly provided the status and activity of their accounts.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The endowment funds are used to support the philanthropic mission and activities of Masonicare Corporation and its affiliates.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	MASONICARE ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH CERTAIN PROVISIONS OF FASB ASC 740, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS IN THEIR CONSOLIDATED FINANCIAL STATEMENTS. UNDER FASB ASC 740, MASONICARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IT IF IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MASONICARE DID NOT RECORD ANY UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021. MASONICARE ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. ALL U.S. FEDERAL TAX YEARS FROM FISCAL 2019 ONWARDS ARE ELIGIBLE FOR AUDIT BY THE IRS.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	false	FPGReferenceDiscountedCareInd
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	false	FinancialAssistanceBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$27,389,194	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$20,270,169	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,119,025	NetCommunityBenefitExpnsAmt
Total Expense	0.1252	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$27,389,194	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$20,270,169	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,119,025	NetCommunityBenefitExpnsAmt
Total Expense	0.1252	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$156,434	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$156,434	NetCommunityBenefitExpnsAmt
Total Expense	0.0028	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$156,434	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$156,434	NetCommunityBenefitExpnsAmt
Total Expense	0.0028	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$27,545,628	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$20,270,169	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,275,459	NetCommunityBenefitExpnsAmt
Total Expense	0.1279	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$1,802,608	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$5,590,691	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$9,943,555	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$4,352,864	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Masonicare Health Center	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 Masonic AVenue	AddressLine1Txt
City	Wallingford	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06492	ZIPCd

Field	Value	IRS element (for citing)
Website Address	www.masonicare.org/services/health-wellness	WebsiteAddressTxt
State License	11-CD, H0008	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Masonicare Health Center	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	19	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	www.masonicare.org/about-us/community-impact	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	19	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	www.masonicare.org/about-us/community-impact	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.0	FPGFamilyIncmLmtFreeCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Other Method	Yes (X)	OtherMethodInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	www.masonicare.org/resource/financial-options	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	www.masonicare.org/resources/financial-options	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	www.masonicare.org/resources/financial-options	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
Other Publicity	Yes (X)	OtherPublicityInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare	Yes (X)	LookBackMedicareInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	The Masonicare Health Center assessment questionnaire was designed to ask respondents for prioritize the "most important, 2nd most important, 3rd most important" unmet need. Masonicare leadership reviewed the prioritization for reasonableness and discussed which items were appropriate for MHC follow-up. The items considered included the severity of the need, the urgency of the need and the importance of the need to the community. Based on the survey, three significant needs were identified: Access to wellness, disease prevention and on-gong mental health service; Homecare for those with limitation in their daily activities of living as it relates to mental health needs; Transportation to mental health services for those who no longer drive and/or are unable to use public transportation. With MHC's limited hospital services for the geriatric population only, the significant health needs identified are not as broad as for a typical acute care hospital.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. MEMBERS OF THE COLLABORATIVE TEAM REPRESENTING THE COMMUNITY INCLUDED THE DIRECTOR OF THE WALLINGFORD HEALTH DEPARTMENT, THE DIRECTOR OF THE WALLINGFORD SENIOR CENTER AND THE DIRECTOR OF THE WALLINGFORD YMCA. EACH PROVIDED INPUT INTO THE DEVELOPMENT OF THE SURVEY QUESTIONS BASED ON FIRST-HAND KNOWLEDGE OF THE WALLINGFORD COMMUNITY. WITH MHC'S LIMITED HOSPITAL SERVICES FOR THE GERIATRIC POPULATION ONLY, THE SOLICITATION OF THE INPUT FROM THE COMMUNITY IS MORE TARGETED THAN A TYPICAL ACUTE CARE HOSPITAL.
Schedule H, Part V, Section B, Line 7 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. THE 2020 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN FOR HOSPITAL SERVICES WAS ADOPTED BY THE BOARD OF DIRECTORS ON SEPTEMBER 23, 2020. THIS DOCUMENT IS AVAILABLE AT WWW.MASONICARE.ORG BY TAKING THE FOLLOWING STEPS: - ON THE "HOME" PAGE, CLICK "ABOUT" GOING ACROSS THE TOP OF THE PAGE, TO BE DIRECTED TO THE "ABOUT" PAGE. - ON THE "ABOUT" PAGE SCROLL DOWN TO "COMMUNITY IMPACT" CLICK ON "COMMUNITY IMPACT" , SCROLL DOWN THE "COMMUNITY IMPACT" PAGE TO 2020 COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION PLAN AND CLICK TO OPEN THE DOCUMENT .
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. THE SIGNIFICANT NEEDS IDENTIFIED IN THE MOST RECENTLY CONDUCTED CHNA INCLUDED THE FOLLOWING: (1) ACCESS TO WELLNESS, DISEASE PREVENTION, AND ONGOING MENTAL HEALTH SERVICES (NEED BEING ADDRESSED BY MHC) - MASONICARE HEALTH CENTER (MHC) IS A PROVIDER OF THE FOLLOWING HOSPITAL SERVICES: GERIATRIC MEDICAL INPATIENT PSYCHIATRIC SERVICES, PARTICULARLY WITH A PLANNED EXPANSION OF THESE SERVICES FROM 29 TO 43 BEDS, RECEIVED CON APPROVAL ON SEPTEMBER 28, 2020. MHC DOES NOT HAVE AN EMERGENCY ROOM AND DOES NOT PROVIDE EMERGENCY SERVICES. MHC IS CONTINUALLY WORKING WITH LOCAL ACUTE CARE HOSPITALS, LOCAL SKILLED NURSING FACILITIES AND LOCAL PHYSICIANS TO BE THE LOCATION OF CHOICE FOR SENIORS WHO NEED THE GERIATRIC PSYCHIATRIC HOSPITAL SERVICE PROVIDED. MASONICARE PROMOTES THE AVAILABILITY OF ITS SERVICES THROUGH VARIOUS MEDIA OUTLETS (TELEVISION AND RADIO ADVERTISEMENTS, SOCIAL MEDIA AND THE MASONICARE WEBSITE), AS WELL AS THROUGH THE STATEWIDE OUTREACH PROGRAMS AND THE TOLL-FREE HELP LINE. MHC IS A FREQUENT PARTICIPANT IN EVENTS PROMOTING HEALTH CARE SERVICES AT THE LOCAL SENIOR CENTERS, AND MEETINGS ARE HELD PERIODICALLY WITH REPRESENTATIVES FROM THE LOCAL DEPARTMENT OF HEALTH AND HOUSING AUTHORITY. PARTICIPATION, MEMBERSHIP AND REPRESENTATION ON BOARDS OF ORGANIZATIONS SUCH AS THE UNITED WAY, LEADINGAGE CT AND THE CONNECTICUT ALZHEIMER'S ASSOCIATION SUPPORT THE WORK OF IDENTIFYING RESOURCES AND CONNECTING RESIDENTS TO NEW AND ONGOING PROGRAMS. (2) HOMECARE FOR THOSE WITH LIMITATION IN THEIR DAILY ACTIVITIES OF LIVING AS IT RELATES TO MENTAL HEALTH NEEDS. ONGOING IDENTIFICATION BY MASONICARE HEALTH CENTER OF AVAILABLE HOMECARE RESOURCES FOR MENTAL HEALTH NEEDS IS UNDERWAY. RELATIONSHIPS ARE BEING DEVELOPED WITH VARIOUS STATE AND FEDERAL FUNDED PROGRAMS, THE VETERAN'S ADMINISTRATION, THE CONNECTICUT HOMECARE PROGRAM FOR ELDERS, CONNECTICUT AGENCY ON AGING AND VARIOUS HOMECARE AGENCIES TO GATHER MORE COMPLETE INFORMATION ON AVAILABLE AT-HOME RESOURCES FOR DISTRIBUTION TO THE COMMUNITY. (3) TRANSPORTATION TO MENTAL HEALTH SERVICES FOR THOSE WHO NO LONGER DRIVE AND/OR ARE UNABLE TO USE PUBLIC TRANSPORTATION. ONGOING IDENTIFICATION BY MASONICARE HEALTH CENTER OF AVAILABLE TRANSPORTATION PROGRAMS IS UNDERWAY. RELATIONSHIPS ARE BEING DEVELOPED WITH VARIOUS ORGANIZATIONS WITH RESOURCES TO SUPPORT TRANSPORTATION INITIATIVES, INCLUDING THE CONNECTICUT DEPARTMENT OF TRANSPORTATION, AGE WELL CT, HARTRANSIT . MY PLACE CT, REACH DISABILITY SERVICES AND OTHER TO GATHER MORE COMPLETE INFORMATION ON AVAILABLE TRANSPORTATION SERVICES. THE REMAINDER OF THE NEEDS IDENTIFIED BY THE QUESTIONNAIRE WERE NOT DEEMED TO BE SIGNIFICANT.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. A 100% DISCOUNT IS ALSO AVAILABLE FOR ALL MEDICALLY NECESSARY HOSPITAL SERVICES WHERE FOR THE PATIENT RESPONSIBILITY IN EXCESS OF 20% OF THE FAMILY HOUSEHOLD INCOME.
Schedule H, Part V, Section B, Line 15 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. BILLING STATEMENTS AND FOLLOW-UP CORRESPONDENCE NOTE THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AS ONE OF THE AVAILABLE "PAYMENT OPTIONS". CURRENT INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY FOR HOSPITAL SERVICES (AND THE RELATED PLAIN LANGUAGE SUMMARY AND APPLICATION FORM) ARE AVAILABLE AT WWW.MASONICARE.ORG BY TAKING THE FOLLOWING STEPS: - ON THE "HOME" PAGE, CLICK SERVICES GOING ACROSS THE TOP OF THE PAGE. - ON THE "OUR SERVICES" PAGE,UNDER "HEALTH AND WELLNESS" CLICK BEHAVIORAL HEALTH. - ON THE "BEHAVIORAL HEALTH" PAGE, SCROLL DOWN TO 'FORMS AND INFORMATION AND CLICK ON THE LINK FOR THE FINANCIAL ASSISTANCE APPLICATION AND POLICY FOR HOSPITAL SERVICES.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - MASONICARE HEALTH CENTER. TRANSLATIONS OF THE FINANCIAL ASSISTANCE POLICY FOR HOSPITAL SERVICES, FINANCIAL ASSISTANCE APPLICATION FOR HOSPITAL SERVICES AND THE PLAIN LANGUAGE SUMMARY DOCUMENTS WILL BE MADE AVAILABLE IF AND WHEN THE LIMITED ENGLISH PROFICIENCY REQUIREMENTS ARE MET.

Field	Value	IRS element (for citing)
Facility	0	FacilityNum

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part III, Line 9b Provisions on Collection Practices for Qualified Patients	Masonicare Health Center (MHC) provides financial assistance to patients who meet certain criteria under the financial assistance policy without charge, or at amounts less than established rates. According to its Financial Assistance Policy, Masonicare Health Center does not pursue extraordinary collection actions against any patients in the collection of amounts billed for hospital services.
Schedule H, Part I, Line 5a Schedule H, Part I, LIne 5a	With approximately 0.5% of total revenue coming from private pay/self pay sources, MHC does not explicitly budget for financial assistance costs.
Schedule H, Part I, Line 3c Eligibility criteria for free or discounted care	A 100% discount is also available for all medically necessary Hospital Services where for the patient responsibility in excess of 20% of the family household income.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	Masonicare Health Center (MHC) calculates the estimated allowance for doubtful accounts by applying the appropriate reserve factors based upon historical collection percentages to the various aging categories of patient accounts receivable. The provision for bad debts is the amount required to have the allowance for doubtful accounts stated at the calculated value.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	The Hospital is unable to estimate accurately the amount of bad debt expense attributable to patients eligible for free services under the financial assistance policy. Although a portion of bad debt expense may relate to patients who would qualify for charity care, a reportable figure can not be reasonably estimated.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. Bad debt expense for the years ending September 30, 2022 and 2021 was not significant.
Schedule H, Part III, Line 8 Community benefit methodology for determining medicare costs	The hospital continually strives to provide excellent patient care in the most cost effective fashion. Nonetheless, the Medicare program, in many cases, does not provide payment that covers the full cost of the care provided. The IRS does not classify this shortfall in Medicare payments as Community Benefits. However, we believe it is an important contribution made by the hospital to the health and well being of the community. The source for the amount reported on Line 6 was the Medicare cost report.
Schedule H, Part V, Section B, Line 16a FAP website	- Masonicare Health Center: Line 16a URL: www.masonicare.org/resource/financial-options;
Schedule H, Part V, Section B, Line 16b FAP Application website	- Masonicare Health Center: Line 16b URL: www.masonicare.org/resources/financial-options;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- Masonicare Health Center: Line 16c URL: www.masonicare.org/resources/financial-options;
Schedule H, Part VI, Line 2 Needs assessment	Various committees and groups at Masonicare meet periodically to discuss the needs of the community we serve as well as the resources and services available at Masonicare and other agencies in the area. The Organization is represented at community level organizations and groups that are involved with the assessment of community needs. The Organization's resources are called upon to participate in programs and projects put together to address those needs.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	Masonicare Health Center (MHC) informs patients and their families about financial assistance during the admission process for all hospital services. Information is posted throughout the hospital as well as on Masonicare's website and on the patient billing statement.
Schedule H, Part VI, Line 4 Community information	The community served by Masonicare Health Center's Geriatric Hospital Services is the senior population (age 60 and older) in the Wallingford and Meriden Connecticut area. Many of the individuals served by the geriatric hospital facility come from the larger senior care environment at Masonicare Health Center, with the geriatric hospital services only a small component of Masonicare Health Center's overall operation. With limited hospital services for the geriatric population only, the definition of the community served is more targeted than for a typical acute care hospital.
Schedule H, Part VI, Line 5 Promotion of community health	A majority of the organization's governing body is comprised of persons who reside in the organization's primary service area who are neither employees nor independent contractors of the organization, nor family members thereof. The organization extends medical staff privileges to all qualified physicians in its community for some or all of its departments or specialties. Masonicare provides various health promotion and community assistance activities, including the following: Free education programs and services to individuals and families throughout Connecticut. Lunch and Learn - This program is designed to provide seniors and others with education on health and wellness. speakers are typically clinical professionals from throughout the Masonicare continuum and community experts. Masonicare has coordinated with the senior centers and libraries in the Connecticut towns of Cheshire, Meriden, North Haven and Wallingford. Masonicare Community Services - This is a statewide outreach program available to all Connecticut residents and offers information and guidance on a variety of programs and services including: - Medicare, Medicaid (Title 19), and Medicare Part D - Benefits eligibility - Caregiver assistance programs - State and Federal programs - Housing options These services are available over the phone or in the comfort of the resident's home. Masonicare Community Services also provides assistance through a Choices certified counselor for all Medicare questions regarding Medicare Advantage Plans, Part D Prescription Drug Plans and Traditional Medicare coverages. Masonicare Help Line (888) 679-9997 - This is a toll free informational phone service assisting seniors and families with a broad range of questions about senior healthcare, retirement living and much more. In addition, assistance is offered in locating and utilizing service agencies and programs in Connecticut. In the fiscal year ended September 2022 the Help Line responded to 3,060 calls from seniors and families requesting assistance. Other activities - Masonicare frequently holds blood pressure screenings and senior health fairs throughout the state, and makes its facilities available to many community organizations including the CT Commission on Aging, Senior Resources - Agency on Aging, M-Team, Healthy Wallingford, the Alzheimer's Association, Parkinson's Support Groups, Veterans Coffee Houses, and CT Department of Mental Health and Addiction Services.
Schedule H, Part VI, Line 6 Affiliated health care system	Masonicare of Wallingford, Connecticut, is the state's leading provider of healthcare and retirement living communities for seniors. A not-for-profit with more than 100 years of experience, Masonicare is recognized for quality, compassionate care and steadfast support provided to residents and patients. Masonicare encompasses a broad range of geriatric healthcare and senior living options: Skilled nursing and rehabilitation facility - Masonicare Health Center (MHC) located in Wallingford CT. Home health and hospice services - Masonicare Home Health Hospice, our statewide healthcare and hospice affiliate, provided services to 6,174 patients in the fiscal year ended September 30, 2022 through its 3 offices (located in East Hartford, CT, Norwich, CT, and Wallingford, CT). Independent living options - Continuing care retirement communities, Masonicare at Ashlar Village (MAV) , Masonicare at Mystic (MAM) and Masonicare at Chester Village (MCV), and the Johnson, Wells, and Hawkins Apartments for individuals 55 and over located at MHC in Wallingford CT. Assisted living community - Pond Ridge located at MAV in Wallingford CT. Personal care at home - Live in, personal care attendant and homemaker services are provided in an individual's home by affiliate Masonicare at Home (MAH). A residential care home - the Leslie G. Wright Residence located at MHC in Wallingford CT.
Schedule H, Part VI, Line 7 State filing of community benefit report	CT

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jon-Paul Venoit
President and CEO, Assistant Secretary	$0	$678,918	$0	$30,000	$0	$810	$0	$11,258	$0	$36,757	$0	$757,743	$0	$0
Courtney O'sullivan
Long Term Care Administrator	$158,544	$0	$500	$0	$135	$0	$3,087	$0	$4,377	$0	$166,643	$0	$0	$0
Steven D Beaulieu
CFO Assistant Treasurer	$0	$258,201	$0	$3,000	$0	$1,754	$0	$5,025	$0	$33,731	$0	$301,711	$0	$0
Michael Blake
Director of Nursing (thru 02/27/22)	$147,219	$0	$3,650	$0	$457	$0	$1,331	$0	$25,573	$0	$178,230	$0	$0	$0
Lawrence Ogbogu
Clinical Nurse Specialist	$150,701	$0	$500	$0	$7	$0	$3,315	$0	$15	$0	$154,538	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	The organizations CEO, Jon-Paul Venoit, is compensated by a related organization, Masonicare Corporation which uses the following methods to establish his compensation; Compensation Committee, Independent Compensation Consultant, Compensation Survey or Study, and Approval by the Board or Compensation Committee.
Schedule J, Part I, Line 7 Non-fixed payments	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".

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 15a Compensation of top management official	Form 990, Part VI, Line 15a checked "no" in accordance with the IRS instructions since the filing organization does not compensate the top management official.
Form 990, Part VI, Line 15b Compensation of the Organization's Officers and Key Employees	The CEO recommends any salary adjustments of the executive leadership, using the results of the valuation study and his assessment of individual performance or other pertinent information. The proposed executive salary changes are provided to the Compensation Committee. The process was completed in May 2022 for the following positions: Chief Financial Officer, Chief Information Officer, Chief Human Resources Officer, Vice President of Mission Effectiveness, Vice President of Strategy Business Development, Executive Director of Masonicare at Mystic, Executive Director of Masonicare at Chester Village, Executive Director of Masonic Charity Foundation, Executive Director of Masonicare at Home, Health and Hospice, Director of Masonicare at Home, LTC Administrator of Masonicare Health Center.
Form 990, Part VI, Line 6 Classes of members or stockholders	The organization has a sole corporate member, Masonicare Corporation, with the right to appoint members of the governing body and to participate in the organization's governance.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	Masonicare Corporation, as sole corporate member, annually appoints the members of the governing body.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	Pursuant to the Certificate of Incorporation of the organization, Masonicare Corporation, as the sole corporate member, has certain reserved powers to take or approve certain actions of the governing body. These powers include the prior approval of amendments to the organization's certificate of incorporation and bylaws, approval of long range plans, budgets and material changes in budgets, mission statements and policies (including investment policies) as well as sales or transfer of assets, mergers and/or dissolutions and Certificate of Need applications. The sole corporate member's powers also include the appointment and removal of directors, the organization's Board Chair and independent audit firm.
Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body	Masonicare Health Center does not have any committees with authority to act on behalf of the governing body during the tax year
Form 990, Part VI, Line 11b Review of form 990 by governing body	Masonicare management and our external accountants review the Form 990 and supplemental schedules for completeness and accuracy. It is reviewed by the chief executive officer and chairman of the board. The Form 990 and supplemental schedules 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 Form 990 and supplemental schedules is then finalized and filed.
Form 990, Part VI, Line 12c Conflict of interest policy	Annually, officers, directors and senior employees are required to complete a conflict of interest disclosure questionnaire. The Corporate Compliance Officer annotates the results to determine if, and to what extent, a conflict of interest exists. The results of the officer and Board Member disclosures are first reviewed by the Board Chairman and then reported at the board meetings. Any officer or board member shall not make or second motions or vote (other than abstain) on matters if a conflict of interest exists, whether or not the officer or board member had an opportunity to make a written disclosure through the formalized process. Senior employee disclosures are reported to the President and Chief Executive Officer. The entire process is coordinated by the Corporate Compliance Officer. All respondents are advised of their continuing duty to disclose any possible conflict of interest that may arise during the course of their service.
Form 990, Part VI, Line 19 Required documents available to the public	The Organization provides required documents upon request.
Form 990, Part VII, Section A, Line 1a Trustees	Hours related for volunteer trustees (column B) are the estimated hours per week that the volunteer trustees contribute to this and all other related exempt organizations, not necessarily equally but in the proportion required for which they receive no compensation. Related organizations include, Masonicare Corporation, Masonic Charity Foundation of CT, Masonicare at Ashlar Village Inc., Masonicare Home Health and Hospice Inc., Masonicare at Home Inc., Masonicare at Mystic Inc., Masonicare at Chester Village Inc. and Keystone Indemnity Company LTD.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	All Other Revenue - Total Revenue: 7725, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 7725;
Form 990, Part IX, Line 11g Other Fees	PROFESSIONAL FEES - Total Expense: 986108, Program Service Expense: 986108, Management and General Expenses: 0, Fundraising Expenses: ; PURCHASE SERVICES - Total Expense: 5856364, Program Service Expense: 5780119, Management and General Expenses: 76245, Fundraising Expenses: ; COVID TESTING - Total Expense: 315775, Program Service Expense: , Management and General Expenses: 315775, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CAPITAL CONTRIBUTIONS FROM RELATED ENTITIES - 2412958;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
MASONICARE CORPORATION
PO BOX 70	WALLINGFORD	CT	06492	061435919	PARENT HOLDING AND SUPPORT ORGANIZATION	CT	501(c)(3)	Type III-FI	NA	false
MASONIC CHARITY FOUNDATION OF CT
PO BOX 70	WALLINGFORD	CT	06492	061435920	PROVIDE PLANNED GIVING AND DEVELOPMENT	CT	501(c)(3)	7	MASONICARE CORPORATION	false
MASONICARE AT ASHLAR VILLAGE INC
PO BOX 70	WALLINGFORD	CT	06492	061050830	CCRC AND ASSISTED LIVING COMMUNITY	CT	501(c)(3)	10	MASONICARE CORPORATION	false
MASONICARE AT CHESTER VILLAGE INC
PO BOX 70	WALLINGFORD	CT	06492	822936624	CONTINUING CARE RETIREMENT COMMUNITY	CT	501(c)(3)	10	MASONICARE CORPORATION	false
MASONICARE HOME HEALTH AND HOSPICE INC
PO BOX 70	WALLINGFORD	CT	06492	061101924	PROVIDE HOME HEALTH/HOSPICE SERVICES	CT	501(c)(3)	10	MASONICARE CORPORATION	false
MASONICARE AT HOME INC
PO BOX 70	WALLINGFORD	CT	06492	202377783	PROVIDE HOME SERVICES TO THE ELDERLY	CT	501(c)(3)	10	MASONICARE CORPORATION	false
KEYSTONE INDEMNITY COMPANY LTD
126 COLLEGE STREET SUITE 400	BURLINGTON	VT	05401	030371612	PROVIDE INSURANCE SERVICES TO MASONICARE	CT	501(c)(3)	Type III-FI	MASONICARE CORPORATION	false
MASONICARE AT MYSTIC INC
PO BOX 70	WALLINGFORD	CT	06492	464656008	MANAGE SENIOR LIVING FACILITY	CT	501(c)(3)	10	MASONICARE AT ASHLAR VILLAGE INC	false
AF AM of CT Grand Lodge
69 Masonic Avenue	Wallingford	CT	06492	060243277	Masonic Fraternal Organization	CT	501(c)(10)		NA	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	GENM SENIOR CARE CONSULTING GROUP LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22 MASONIC AVENUE	AddressLine1Txt
City	WALLINGFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06492	ZIPCd

Field	Value	IRS element (for citing)
EIN	871834093	EIN
Primary Activities	CONSULTING	PrimaryActivitiesTxt
Legal Domicile State	CT	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Masonicare Corporation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C Corporation	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd