2019-08-15T05:53:23-07:00 2018-09-30 990 2017-10-01 060655131 Masonicare Health Center MASO 2036786310 PO Box 70 Wallingford CT 06492 James R Rude CFO 2019-08-15 2017 2019-02-21 02:37:17Z Amy Pellerin 62634396 false false X www.masonicare.org X 1889 CT Provide comprehensive medical services to the elderly. 14 12 990 200 0 742765 733194 63289748 61456241 1186 4003 493501 440958 64527200 62634396 0 0 43439371 42855591 0 0 24004710 27544614 67444081 70400205 -2916881 -7765809 36212334 33118324 6420760 6363609 29791574 26754715 Provide comprehensive medical services to the elderly. false false 60797042 61456241 Masonicare Health Center is 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 acute medical hospital services and geriatric medical psychiatric hospital services, hospital based geriatric outpatient services, and assisted living and independent living apartments. During 2018, the facility's services were utilized as follows: skilled nursing, 366 licensed beds at 95.6% occupancy; geriatric acute medical care, 30 licensed beds at 32.3% occupancy; geriatric medical psychiatric care, 29 licensed beds at 97.9% occupancy; assisted living, 86 apartments at 94.7% occupancy; and independent living, 93 apartments at 99.0% occupancy. 60797042 true true false true false false false false true true true false false false true true 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 false false false true 59 0 true 990 true false false false false false false false false 0 false false false false false false false false false false X 14 12 false false false false true true true true true false false true true true true true true false true false CT X James R Rude 2036787857 22 Masonic Avenue Wallingford CT 06492 X Robert A Simon Director 1.00 2.00 X 0 0 0 William R Deickler Chairman 1.00 2.00 X X 0 0 0 Newton Buckner Treasurer 1.00 2.00 X X 0 0 0 Arthur W Davies MD Director 1.00 1.00 X 0 0 0 Thaddeus M Stewart Secretary 1.00 2.00 X X 0 0 0 William E Bohman thru 04918 Director 1.00 2.00 X 0 0 0 Mark Garilli COO 1.00 48.00 X X 0 178360 18467 Jon-Paul Venoit CEO/President 1.00 49.00 X X 0 655854 35701 Robert J Furce Director 1.00 1.00 X 0 0 0 Sherwin M Borsuk MD Vice Chairman 1.00 2.00 X X 0 0 0 Jonathan E Raymond Director 1.00 1.00 X 0 0 0 Robert F Polito Jr Director 1.00 3.00 X 0 0 0 Howard W Orr Director 1.00 3.00 X 0 0 0 Joseph Porco eff 041018 Director 1.00 3.00 X 0 0 0 Bruce R Bellmore Director 1.00 1.00 X 0 0 0 John Sweeney thru 080218 Administrator 40.00 1.00 X 86904 92681 7336 James R Rude CFO/Asst. Treas 1.00 49.00 X 0 331994 33931 Amy Pellerin Eff 082718 Administrator 40.00 0.00 X 0 0 0 Cheryl Lavalette Res Assess Cord 40.00 0.00 X 112613 0 15508 William J O'Brien Pharmacist 40.00 0.00 X 109767 0 31403 Mark A Dunn Health Rec Officer 40.00 0.00 X 133794 0 19548 Michele Ackerman Dir-Nursing 40.00 0.00 X 139255 0 7183 Jeffrey Bukowski Pharmacist 40.00 0.00 X 109739 0 26893 Thomas Gutner Former Admin/VP Healthcare Services 0.00 0.00 X 210543 0 22859 902615 1258889 218829 8 true true false Morrison Management Specialists PO Box 102289 Atlanta GA 30368 Food Service 2482792 Quest Diag PO Box 844217 Boston MA 02284 Medical Services 290220 CPS LLC 6409 Quail Hollow Road Memphis TN 38120 Pharmacy Mgmt Serv 301610 Medline Industries Inc PO Box 382075 Pittsburgh PA 15251 Medical Services 410406 Alliance Rehab of Connecticut 28100 Torch Parkway Suite 600 Warrenville IL 60555 Therapy Services 551867 15 733194 733194 Acute hospital 623000 3013766 3013766 Geriatric med psychiatric 623000 10902023 10902023 Home for aged 623000 3630239 3630239 Resident fees-apartments 623000 2369218 2369218 Skilling nursing 623000 39935057 39935057 1605938 1605938 61456241 303 303 0 0 74093 74093 74093 74093 3700 3700 3700 3700 0 0 0 Dietary 900099 279645 279645 Shops/stores 900099 74412 74412 Vending machines 900099 8233 8233 4575 4575 366865 62634396 61456241 444961 X 0 0 0 0 256351 256351 39635 39635 32082360 31489821 592539 0 8101077 7942865 158212 2376168 2314724 61444 0 122880 122880 29893 29893 0 0 0 9676800 5669470 4007330 77027 66342 10685 0 0 0 1825245 1522724 302521 2637 2068 569 0 20953 19105 1848 842647 842647 0 2544317 2514317 30000 442501 442501 Supplies Other 4053221 4010567 42654 Repairs 2974376 2934942 39434 Pharmacy 1926155 1926155 Provider Tax-Connecticut 1774206 1774206 1231756 -58559 1290315 70400205 60797042 9603163 0 2070 2070 0 0 7772072 8027027 0 0 0 245177 170846 505148 577514 91997633 67797730 27292149 24199903 0 0 0 0 395718 140964 36212334 33118324 2839056 3021715 89016 92458 347357 121154 3145331 3128282 6420760 6363609 X 29791574 26754715 29791574 26754715 36212334 33118324 X -7765809 4728950 X false true X true false X 451864 993245 758577 742765 733194 3679645 61471358 62896725 66158552 65461166 64154770 320142571 666807 863607 437379 432868 366865 2767526 0 0 62590029 64753577 67354508 66636799 65254829 326589742 0 0 326589742 111201 1309 61236 61125 74396 309267 0 111201 1309 61236 61125 74396 309267 0 755 194 949 62701230 64754886 67416499 66698118 65329225 326899958 0.99910 0.99890 0.00090 0.00110 X false false false false false false false false false false true 1682 1682 false false Part I-A, Line 1 - Direct and Indirect Political Campaign Activities Masonicare Health Center paid membership dues to the Connecticut Hospital Association for the fiscal year ended September 30, 2018, $1,682 of the membership dues paid was used for lobbying on issues relevant to the Organization's exempt purpose. false true X 83999562 90734 823968 108031 417825 84388408 81951634 113749 2055426 104759 16488 83999562 81376566 276087 403895 60860 44054 81951634 82543622 211991 -1258763 88941 31343 81376566 81622019 176298 1079326 77473 256548 82543622 0.96480 0.03520 false true true 69814667 48316712 21497955 4116258 3006498 1109760 14643364 13372529 1270835 3423344 3101991 321353 24199903 Accrued employee compensation 1960623 Asbestos Removal 814274 Deposits 185582 Estimated Third Party 134315 Other liabilities 33488 3128282 X Part IV, Line 2b: Explanation of escrow account liability Trust Accounts for long term care 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. Part V, Line 4: Intended uses of the endowment fund. The endowment funds are used to support the philanthropic mission and activities of Masonicare, Inc and its affiliates. Part X : FIN48 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 if it 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, 2018 and 2017. 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 2015 onwards are eligible for audit by the IRS. true true X true X false true false false false true true 32323327 24127473 8195854 0.11640 32323327 24127473 8195854 0.11640 569424 569424 0.00810 569424 569424 0.00810 32892751 24127473 8765278 0.12450 false 2698528 9816336 12807182 -2990846 X true false 1 1 Masonicare Health Center 22 Masonic Avenue Wallingford CT 06492 www.masonicare.org 11-CD, H0008 X Masonicare Health Center 1 false false true X X X X X X X X X 16 true false false true X www.masonicare.org X X true 16 true www.masonicare.org false false true X 200.0000 X true true X X X X true X www.masonicare.org X www.masonicare.org X www.masonicare.org X X X X X true X false X X X X true X false false Part V, Line 5 - Account Input from Persons Who Represent the Community Members of the collaborative team representing the community included the Director of the Wallingford Health Department, the Executive Director of the Wallingford Senior Center and the Executive Director of the Wallingford YMCA. Each provided input into the development of the survey questions based on first-hand knowledge of the Wallingford community, assisted in the identification of and access to appropriate locations for community survey administration. Part V, Line 7d - Description of Making Needs Assessment Widely Available The 2017 Community Health needs Assessment and Implementation Plan for Hospital Services was adopted by the Board of Directors on August 29, 2017. This document is available at www.masonicare.org by taking the following steps:- On the "home" page, click About Us on the very top line to be directed to the "about Masonicare" page.- On the "about Masonicare" page, scroll down to the heading Community Needs Assessments, and click 2017 Community Health Needs Assessment to be directed to the most current document. Part V, Line 15e - Other Method For Applying For Financial Assistance 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 in the blue banner going across the top of the page.- On the "our services" page, click Hospital Care for Seniors from the listing going down the left.- On the "hospital care for seniors" page, scroll to the bottom and click on links for the Plain Language Summary, the Financial Assistance Policy for Hospital Services and/or the Hospital Financial Assistance Application. Part V, Line 16j - Other Means Hospital Facility Publicized the Policy 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. Part I, Line 3c - Charity Care Eligibility Criteria (FPG Is Not Used) A 100% discount is available for all medically necessary Hospital Services where the portion of the bill that is the responsibility of the patient is in excess of 20% of the family household income, regardless of whether they have income that otherwise exceed the financial eligibility requirements for free care (200% FPG). Part I, Line 7 - Explanation of Costing Methodology Costing methodology used to calculate the amounts reported on Line 7b used a cost to charge ratio derived from worksheet 2 (Ratio of patient care costs to charges). Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense Masonicare Health Center (MHC) calculates the estimated allowance for doubtful accounts by applying 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. Part III, Line 4 - Bad Debt Expense The description of the organizations Provision for Bad Debts can be found on page 13 of Masonicares consolidated financial statements for the year ended September 30, 2018. Part III, Line 8 - Explanation Of Shortfall As Community Benefit None of the Medicare shortfall was treated as community benefit. The source for the amount reported on Line 6 was the Medicare cost report. 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. While MCHs overall collection policy allows for the use of extraordinary collection actions, such extraordinary collection actions are not authorized for use in the collection of bills related to Hospital services. 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 Organizations resources are called upon to participate in programs and projects put together to address those needs. 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. 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. Part VI, Line 4 - Community Building Activities Masonicare Health Center furthers its exempt purpose of promoting health of the community through a diverse Board of Directors whose members contribute through their unique talents and resources torward the organizations mission to enhance the quality of life of seniors through exceptional care. Part VI, Line 6 - Affilated 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 that 100 years of experience, Masonicare is recognized for the 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 and Masonicare Partners Home Health & Hospice, our statewide home healthcare and hospice affiliates, provided services to 12,002 patients in the fiscal year ended September 30, 2018 through its 6 offices (located in Derby, CT, Danielson, CT, East Hartford, CT, Mystic, CT, Norwalk, CT and Wallingford, CT). Independent living options - Continuing care retirement communities, Masonicare at Ashlar Village (MAV) 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. 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 medical professionals from throughout the Masonicare continuum. Masonicare has coordinated with the senior centers and libraries in the Connecticut towns of Cheshire, Cromwell, Groton, Mansfield, Meriden, Monroe, Newtown, North Haven, Pawcatuck, Southbury, Middlefield, Waterford 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 optionsThese 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 2018 the Help Line responded to 10,205 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 Commission on Aging, Senior Resources - Agency on Aging, M-Team, Healthy Wallingford, the Alzheimer's Association, Heritage Quilters and the Wallingford Education Foundation. false true false false false false false false false false James R Rude CFO/Asst. Treas 295535 34400 2059 8413 25518 365925 John Sweeney thru 080218 Administrator 86904 92561 120 4402 2777 157 91463 95458 Jon-Paul Venoit CEO/President 467081 52250 136523 10210 25491 691555 Mark A Dunn Health Rec Officer 133637 157 4767 14781 153342 Mark Garilli COO 178125 235 1587 16880 196827 Thomas Gutner Former Admin/VP Healthcare Services 189264 21279 6336 16523 233402 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The organization has a sole corporate member, Masonicare Corporation, with the right to appoint the members of the governing body and to participate in the organization's governance. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Masonicare Corporation, as a sole corporate member, annually appoints the members of the governing body. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Pursuant to the certificate of incorporation of the organization, Masonicare Corporation, as the sole corporate member, has certain reserved powers to make or approve certain actions of the governing body. These powers include the prior approval of amendments to the organization's certificate of incorporation and bylaws,approval of long range plans, budgets and material changes in budgets, mission statements and policies (including investment policies) as well as sales or transfer of assets, mergers and/or dissolutions and certificate of need applications. The sole corporate member's power also include the appointment and removal of directors, the company's board chairman and independent audit firm. Form 990, Part VI, Line 11b: Form 990 Review Process Masonicare management and our third party accountants review the tax return for completeness and accuracy. It is reviewed by the chief executive officer and chairman of the board. The tax return is also placed on a secured website that can be accessed by all board members for their review. At a full board meeting a discussion is held regarding comments/questions from board members. The tax return is then finalized and filed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually, officers, trustees and senior employees are required to complete a conflict of interest disclosure. 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. 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 15b: Compensation Review and Approval Process for Officers and Key Employees The compensation committee of Masonicare Corporation engages an independent firm to certify the reasonableness of the compensation of the Administrator of the organization annually. The process was completed in November 2017. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization provides required documents upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Capital Contributions from Related Entities = $4728950 Form 990, Part III, Line 1 Organization Mission In furtherance of our traditional Masonic values, the mission of Masonicare Health Center is to enhance the quality of life by providing health, social and spiritual care throughout an individual's lifetime with emphasis on the needs of older persons.Masonicare Health Center will be recognized as an organization committed to establishing healthcare centers for excellence in all of its affiliates through the development of an integrated, person-centered healthcare system. Dedicated to our values and in partnership with our communities, we are committed to meeting the total needs of those we serve...mind, body and spirit. Form 990, Part VII, Section A, Line 1a-Trustees Hours related for volunteer trustees (column B) are the estimated hours per week that the volunteer trustees contributes to this and all other related exempt organizations, not necessarily equally but in the proportion required for which they receive no compensation. Related organizations include, Masonicare Corporation, Masonic Charity Foundation of CT., Masonicare at Newtown, Inc., Masonicare at Ashlar Village, Inc., Masonicare at Home Inc., Masonicare Home Health and Hospice, Inc., Masonicare Partners Home Health and Hospice Inc., Masonicare at Mystic, Inc., Masonicare at Chester Village, Inc. and Keystone Indemity Company, LTD. Form 990, Schedule H, Part I, Line 5a With less than 0.5% of total revenue coming from private pay/self pay sources, MHC does not explicitly budget for financial assistance costs. Part X Line 20 TE Bond Liabilities Masonicare Health Center is a member of the Masonicare obligated group that is responible for the repayment of Series F bonds issued by Masonicare Corporation on November 15, 2017. The current oustanding bond balance is $106,335,000. Masonicare Corporation PO Box 70 Wallingford CT 06492 061435919 Parent holding and support organization. CT 501(c)(3) 12c 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 Corp false Masonicare at Newtown Inc PO Box 70 Wallingford CT 06492 061070285 Provide skilled nursing/assisted living services CT 501(c)(3) 10 Masonicare Corp false Masonicare at Ashlar Village Inc PO Box 70 Wallingford CT 06492 061050830 CCRC and assisted living community CT 501(c)(3) 10 Masonicare Corp false Masonicare Home Health and Hospice Inc PO BOX 70 Wallingford CT 06492 061101924 Provide home health services CT 501(c)(3) 10 Masonicare Corp false Masonicare Partners Home Health & Hospic 111 Founders Plaza Suite 200 East Hartford CT 06108 260758992 Provide home health services CT 501(c)(3) 10 Masonicare Home Health and Hospice65 false Keystone Indemnity Company Ltd 126 College Street Suite 400 Burlington VT 05401 060371612 Provide insurance services to Masonicare CT 501(c)(3) 12c Masonicare Corp false Masonicare at Home Inc PO Box 70 Wallingford CT 06492 202377783 Provide home services to elderly CT 501(c)(3) 10 Masonicare Corp false Masonicare At Mystic Inc PO Box Wallingford CT 06492 454656008 Manage senior living facility CT 501(c) (3) 10 Masonicare at Ashlar Village false Masonicare at Chester Village Inc PO Box 70 Wallingford CT 06492 822936624 Continuing care retirement community CT 501(c)(3) 10 Masonicare Corp false Masonicare Primary Care Physicians PC PO Box 70 Wallingford CT 06492 061491820 Physician medical practice CT NA C corp false Masonic Management PO Box 70 Wallingford CT 06492 061468972 Provides management services CT NA C corp false false false true false false false false false false false true false true false true true true false false